Search results

Please, do not argue with the shorts. This is a TSLA INVESTOR thread. By definition, short sellers are not tsla investors. The time of our real tsla investors is priceless. BTW, every time you guys mention Bob Lutz, Baghdad Bob's images flash.

After reading all the pages, as an ultra long I am amazed by the responses of the longs. Most people are following malicious shorts theory, trying to defend what Elon did. But that is exactly the narrative shorts want. Why we not simply ask for fairness? If Elon was fraudulant/manipulating the...

Exactly. I always blame weak longs more than shorts. Shorts have only no more than 40M shares of ammunition. Longs have unlimited funds. Just keep buying until shorts have to buy back.

About the ZEV credit, 2018 is 4.5% and 2019 is 7%. Can the credit be bought in 2018 and used/counted in 2019? If not, I suspect ZEV sales for tsla at tens of millions, not much more.

I agree that the entire energy generation, storage and usage strategy by Elon is cost effective and sustainable. What i still have doubts is the solar panel part. solar panel is really commodity now and tesla does not have the scale to be cost competitive. In the picture you described, there is...

One thing I really do not get is the tsla solar. Residential Solar is really commodity imho. Yes, the tsla solar roof has its appeal and will sell to a niche market. But last time I crunch the numbers it is nowhere close to the mass market. So I do not foresee it will make up more than 5% in the...

Now I have an idea for shorts: Buy a tesla! the more you buy, the more tsla loses, the quicker the bankwupcy, the faster you realize your capital gain. Even better, sell it in two days in the second hand market to crush the tsla resale value. Then you have funds to buy another one. Rinse and...

Funny, Americanbulls recommends to short the only innovative american car company.

Well, to put it simply, older generations were addicted to cigarettes while young generations are to weeds. EV is the weed: healthier, cheaper and whatnot.

Why pay them back, do they have options to directly buy it back from the bond market and write them off.

It seems semi will go to mass production earlier than Y. Could anyone point out why tsla takes this route? iirc Y would have higher margin than semi?

Yesterday I had a dream that Amazon buys 10% of tsla to integrate its autonomous driving tech for same day/3 hour delivery. If they miss this opportunity, tsla will take over the last mile home delivery market in 5-10 years.

i am not sure how to estimate the yearly service cost since it is obviously not a constant.

Not sure if this has been posted. Tesla, software and disruption

Tesla report shows most negative NHTSA complaints are ‘fake’ and a tactic from ‘detractors’

Could this thread come back to life again? Now the privatization is no longer a concern, production is back to the front seat. Some new pics, please.

Then there is no way S&P adds it 2019Q1 because FY2018 will be almost unprofitable for sure.

I am very puzzled why institutions not taking large sum of stocks/convertibles now, at $350 to $420 there is a nearly secure 20% return in less than, say, 9 months. How many institution can beat that?!! And if they are allowed to keep private shares, the return is not capped. $420 offer is a...

The SP action, very sadly,slowly points to a $420 buy out. My logic is: $420 offer is 100% real barring special situation. The going private is not a question, only the price is. With this price action, $420 becomes more and more likely. In a sense, both shorts and leveraged longs are losers...

1. Well, then not ETF, a shell company instead, like the yahoo shell holding BABA. 2. If it is shell, then there is no redemption. It only delists when tsla going public again. 3. tracking value of the underlying asset is a theoretical thing. If you think it is undervalued/overvalued, feel free...

There is no point to short the ETF since it does not influence the SP of tsla and funding. The ETF just provides a vehicle for, say, foreign retirement account.

Is it possible for somebody to open a new ETF, which only invest in tsla private shares? And people/funds that can not keep private shares can convert 1:1 to this new tsla ETF. And the ETF would provide liquidity by charging a yearly 0.5% fee?

Is it possible for somebody to open a new ETF, which only invest in tsla private shares? And people/funds that can not keep private shares can convert 1:1 to this new tsla ETF. And the ETF would provide liquidity by charging a yearly 0.5% fee?

There was a trough in July could be explained by bring in the P3 online that slowing the production. But what is the reason for August slow down? Does that mean there is uncertainty even after they did the same thing before and it is not fool proof to just repeat the previous process? Or they...

I feel your comparing tsla to hlf is insulting to tsla.

Again I am tired of good people giving too much credit to shorts. They are only powerful to the limit the institutional longs like to give them. I actually wonder what they are doing now. If they believe in their thesis how can they keep sitting on the bargain SP.

I wonder why people think Chinese EV producers are threat to tsla. imho Chinese ev will flood the low end market in the foreseeable future and tsla will take the high to mid end. They compete in different market sectors so there will be little competition between them. The current major ICE...

Based on your point 3, I think the big city mayors are not aggressive enough. There should be more incentives for EV at the city center areas. For example, NYC could say in 5 years, all taxi should be electric. No new taxi license for new ICE starting from 2019 etc. These residents deserve...

Now i realized tsla will have a supply problem at least in the next 5 years. I guess the people who cancelled their reservation will regret. There is such a long line around the globe.

This is exactly the point. I think large manufacturers renegotiate prices with suppliers all the time. But it does not show in the news because it is a non-story. Only tsla has this paparazzi treatment.

tsla could consider sell $10B 10 year convertible notes at 3% interest with conversion price $2000. That would be maximum 5m shares and less than 3% dilution. But after that, no more capital infusion forever. $10B can be used for building three new GF at US, China and europe at same time. The...

elon should have a professional team to manage his twitter and other social media. Apparently his social media usage generates free promotion for tsla but we need professionals to make it risk free and save him some time.

This always buffles me. Why they can set up and run a new GA4 in several weeks but it takes longer to tune up the old GA2? And even if GA2 is not perfect, I suppose it can produce 1000+ cars per week. Why they idle it when they are deciding how to fine tune it?

That guys is a tsla short. If you check his previous twitters you will find so much bullshit that I would not take his numbers seriously.

I know little about security law. Here is a hypothetical question. If somebody created some rumor and drove down the SP to gain from the market, did she/he violate certain security law? On the other hand, somebody else was forced to sell on a loss due to margin call caused by the rumor and had...

I have the same impression about the smug face. At first sight I even thought she was high or something.

I also have this idea. Or they can sell the options to buy the first 500k cars from it to Tencent for the $2B interest free 5 year loan. Then tencent can provide a priority customer list to tsla.

Interesting explanation. I compared two charts and they have very similar pattern and is about 4* percentage-wise. And the volume of my site is 2* of the real trading volume and your site is 1/2. Their short volume seems exactly the same. So the real short percentage is 2* mine or 1/2 of yours?

So your credit is all based on your number of posts and another guy's post? My source: https://fintel.io/ss/us/tsla I do not think 60% of such a huge daily volume being short interests is plausible. Make no mistake, I am firmly long. I just feel we give too much credit to short's alleged...

I think the point is, tsla can use 10B interest free loan right now. But given the current market rate to tsla, elon refused to borrow at this cost.

I am not sure where did you find 60%. From what i see, none of the days in the last several months has more than 15% short volume.

The fremont factory is closed for July 4th. I wonder if they already started their shift on the 5th?

My theory is that Tesla is capital constraint. If the SP is $1000 now, they can easily finance China and Euro GF in couple weeks so that their m3 will take most of the category market share in 1 year and shut the door for competition here for at least 3-5 years. Consecutively MY and pickup line...

5 years is unlikely. If we take 10, that is less than 12% yearly return. Add some uncertainty discount like a economic downturn. Then how much expected return do you look at?

What I meant is we need a bidding war to start. The final price would be much higher because all the irrational negative sentiments would be replaced by positive ones. Will you take $1000 in three months or wait for a possible $3000 in 5-10 years?

I had the same exact idea. The top institutions: T Rowe Price, FMR, Baillie Gifford etc along with EM can have a tender offer of $500 to take it private. This would be a free tactic to instantly push SP to that level which evaporates the shorts because other shareholders could reject that...

Check out spaceX: SpaceX valuation shows ‘an unlimited amount of funding’ available in private markets, Equidate says Although different competition landscape, but we can't say tsla is much more unattractive than spacex

imho shorts are already successful because they keep slowing down tsla's growth projection. Imagine tsla is private and without the obligation to satiate the silly short term demands by the "market", it does not need to show short term profits thus no need to slow down investment. The...