Recent content by Yeomen

Well I bought a Bolt since they still had the 7500 credit But it was an EV so that is good I was on the Model 3 wait list but needed a car before the 3 was ready for me

No, Likley not But this is not my first post here and I did what I asked so I want to know And yes Likely here I will be considered Stupid

Question If you buy a Tesla or any EV with cash you have made from shorting Tesla common equity are you a good person or a bad person Clearly you are fighting the climate issues, but you are profiting of the decline in the equity price Also, while I agree with you I do not like hearing...

Also, yes I believe there is a break even number, I do not believe it will be easy to achieve break even and at the same time dig out of the negative working capital situation I do believe they have tech will in advance of most all of the peers and I do believe the battery supply is a huge...

With or without the cash from regulatory credits. What depreciation number are you using on the PP&E (they have changed it twice) What gross margin do you bake in? Since it is growing and has yet to achieve a stable run rate and since they flip around expenses these factors matter in analysis

Additionally, and now lets not jump all over me here because I am not saying it is going to happen, But if a fund or institution wants to be long Tesla and believes in the Tech and FSD but may think that there is a legitimate reorganization threat they would become bond buyers thus placing...

I I could chime in here. We have a clear rotation of a number of institutional holders leaving the name. Algos will follow along on any trend. You will hear a lot about 180 and longer term technical support and that could well be the case regarding the trading You are seeing some of that...

short covering

When and if they go BK that mostly will mean that the equity will be worth 0. If they can see it coming and are smart they will go chapter 11 which will 0 out the stock but allow the bond holders and BOD to do a reorganization of the capital structure and keep the company going. If Musk is...

Thank you, This is helpful I am not sure of the full dynamics but I do find your reading solid that his unpledged shares will be useful not as further borrow capital but certainly as further collateral against any margin issues. The recent house mortgages concerned me but that was based on a...

No, its 25% of the aggregate borrow amount in dollars vs the aggregate total value in dollars

Again, We can not assume he can keep pledging shares when the current Tesla BOD bylaws suggest he can not pledge above 25% of the total value of his shares Not trying to beat a dead horse here, just trying to really understand this issue

Except for the part in the Tesla company filings that limit the pledgable amount to 25% of the total value of the shares. But I agree that Tesla itself would certainly not force Elon to sell shares knowing the effect that would have on the equity. As such we would need to see the bank...

I dont know, I dont expect him to manipulate anything But I expect the stock to react very badly if he gets called and dont want to be caught up in that. That is all. His personal finances are not business except if they end up having a unplanned effect on the equity price

I am very confused by all of this and have seen a wide range of projections From The Tesla Registration statement it says directors and executive officers may pledge their Company stock…as collateral for loans and investments, provided that the maximum aggregate loan or investment amount...