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  1. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Technically, we will only know tomorrow. They have 2 days to file it. But may well be that only part of the shares were sold yesterday.
  2. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So is this the new version of our good old friend the "mid-morning dip" (MMD)? Edit: And of course also the obligatory - cheers to all the longs!!
  3. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree on this one: The UAW loving folks won't care. TSLAQ has one talking point less. However, moderates, independents and conservatives who care about free markets will hopefully agree that Tesla not being part of the this political dog & pony show was a positive. Politics is so polarised...
  4. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Amazing stuff - Bitcoin impairment is only $23 Mio "Operating income increased YoY mainly due to volume growth and cost reduction. Positive impacts were partially offset by growth in operating expenses including increased SBC, Model S/X ramp (negative margin in Q2), additional supply chain...
  5. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is from /r/WSB - and entirely correct. Still nothing to be happy about - it increases the "EVs are fire hazards" myth. In other news: the I4 configurator is live - we now know that driving a BMW electric vehicle in Switzerland costs you dearly. How much you ask? Well if you compare the...
  6. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think that's a massive mistake. It is too late for an ICE ban in Europe. 2035 is not going to make a difference. The conversion will have occurred before. Already today there are a million car related conspiracy theories that try to spin the obvious, clear and open failure of German car makers...
  7. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I like your sense of optimism... ;-) SP multiplied many times since solar city (those were the good old days - I have made a decent amount of money then and since..) and yet the case exists. If they lose this case, they will try other avenues and people who blindly hate Tesla/Elon will not be...
  8. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well the whole point would be that it is something that money can't buy but doesn't cost Tesla much. I mean, I do trust my broker (ha!ha!) - but it would be great to be issued with a token that I can enter on Tesla.com and which would confirm that I indeed have real shares. If I get then...
  9. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hi all, since we are still in weekend-OT mode: the GME folks are discussing of issuing NFTs as a dividend to expose how many "fraudulent" shares are out there. I know Overstock did issue a crypto dividend aimed at doing the same - with mixed results. I still like the idea of issuing a...
  10. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't think you can call it a "benefit" that the chip shortage hit, but I would call it a convenient excuse. We all know we probably hit Peak Car in 2017: https://www.bloomberg.com/news/features/2019-02-28/this-is-what-peak-car-looks-like So the 2020 decline was clearly blamed on COVID, a...
  11. SebastianR

    How to best sell down when retired - and options are not possible

    Do you have property? I'm toying with the idea of taking a loan out against my real-estate. Loan conditions in DK are extremely good right now and I wouldn't need to sell a thing... (by coincidence - is there any Dane here that did something similar? Possibly with a reverse mortgage?)
  12. SebastianR

    Blind Faith Price Targets

    bump - in light of the current price action ;-)
  13. SebastianR

    GME and AMC stock action (out of main)

    It not only seems to be a distraction but an attempt of Citadel to make some of the losses back: https://www.reddit.com/r/wallstreetbets/comments/l9gv98/citadel_is_the_5th_largest_owner_of_slv_its/
  14. SebastianR

    GME and AMC stock action (out of main)

    Who or what is this? https://twitter.com/KjetillStjerne WSB seems to be confident that's a long with tons of money: https://www.reddit.com/r/wallstreetbets/comments/l8x0rq/we_cant_win_this_war_on_our_own_but_we_have_a_big/glf3eie/ This true?
  15. SebastianR

    POLL - GME Outcome

    This poll is missing the absolutely obvious solution: $GME sells additional stock at $400 (or whatever price). This puts a cap on the share price (short term), prevents the infinity squeeze, allows WSB to still make a bit of money while teaching a serious lesson to the Shorts and providing GME...
  16. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey, I wish you all the best - also, don't worry, a lot of things will blow over with time. As long as you don't change behaviour and stick to the "it's not real" or better "it won't be real for a looooooooooong time" line you will find it is ok. If anybody asks specifics, stay vague. So for...
  17. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    i guess that’s what’s called “risk management”... everyone was very focused on making sure the transaction is going well...
  18. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is the part that I don't understand. I was under the impression that the Index Funds would just buy (no limit) and others might have a limit for their selling. How come there were 12 Million unmatched shares? The only logical conclusion in my mind (unless I'm missing something - which is...
  19. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why the pop? it was pretty sudden...
  20. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cheers to all the longs - buckle up this will be bumpy. But ultimately I think this will indeed all lead us to higher grounds and greener pastures (and a new house in case you are in Belgium)... Margin calls for the shorts today already or starting tomorrow? What is your take?
  21. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do that! Can you imagine the good-will this would produce? And the actual good this would do? Do you all remember this clip here? I would really like to see that happening!
  22. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Congrats to all the longs! I really love what I’m seeing in the ER!
  23. SebastianR

    All discussion of Nikola Motors

    If GM really needs the EV credits - why not create a new company? Create "Edison Motors", sell an "upgraded" version of the Badger raise money for it in the stock market? And just let Nikola go bankrupt? I mean they will need to also sell the vehicles: no regular sane person would buy a Nikola...
  24. SebastianR

    All discussion of Nikola Motors

    In this video (jump to the 3 minutes mark): The talk is that GM has a "get out of jail free" card until 30-Sept-2020. The GM deal is dead. Even if the new chairman of the board is the guy who brokered the deal in the first place.
  25. SebastianR

    All discussion of Nikola Motors

    "Don't worry my dear, I'm still committed to our relationship! We can still be a great couple on the weekends!" - the reason I say that is: IVECO, FPT Industrial and Nikola Corporation launch their partnership to achieve zero-emissions transport (bolding mine) If you have additional partners...
  26. SebastianR

    All discussion of Nikola Motors

    Well at least Bosch has their own hydrogen strategy, too. It is interesting, they had a (paid?) article on the future of hydrogen in German news media just recently. I don't know if they like to have GM in the mix, too - in a way I guess the GM deal was not so ideal for Bosch as it cuts them off...
  27. SebastianR

    All discussion of Nikola Motors

    Oh wow, they are not pulling any punches... Do you think they plan to just sit this one out? So far we just see a lot of swearing and yelling on Instagram but not really any other moves. I wonder what the fine folks at Iveco, Bosch and (to a lesser extent also) GM think about this drama.
  28. SebastianR

    All discussion of Nikola Motors

    Interesting - here the GM take: Claims of Smoke and Mirrors Levied at Nikola I think this is pretty genius of GM: you get 11% ownership, a seat at the board and the right to EV credits while having someone use, market and sell your technology for free. I can see why GM did this kind of deal.
  29. SebastianR

    All discussion of Nikola Motors

    Where would you say the main Nikola community hangs out? Reddit? Their sub seems a bit more cautious since this morning. I don’t want to troll or disturb but I would be interested in their way of thinking...
  30. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can someone please help me understand and find the hole in my logic on short-selling (not naked short-selling). Before the split: (A) buys 1 share in the market. Lends it to (B). (B) sells the share to (C) for cash (and hopes to re-buy later at a lower price). (A) has 1 "synthetic" share; (C)...
  31. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wow, we seem to have lift-off! >3% in a matter of minutes...
  32. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do you all have all your shares in your account? Consors (a German broker) will not give the split shares for a full 3(!) days only giving them out on 2-Sept since they claim they didn't get the additional shares yet: Translation: Source: TSLA (Aktie Tesla Inc.) I find this a bit suspicious...
  33. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    When bots are writing your articles, you are in trouble - here a German article about how Tesla is the looser of the day:
  34. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's the early morning dip (EMD) that we can see pretty much every day. Frankfurt drops as soon as premarket opens. But it is less visible in the US. Look at this intraday chart to see the effect: Tradegate Exchange
  35. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I love your language. Always great to see! (If I would write something using similar constellations of characters, I would have had a few too many of @Lycanthrope 's beers though - I suck in Finnish) @Causalien - fully agree on your reasoning, I tried to express something similar yesterday. I...
  36. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wild and sudden swings in Frankfurt - buckle up everyone - today will be great entertainment!
  37. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Careful! What happens with NKLA, NIO and the others looks to me like an EV bubble. The horrific idea that a rebadged and spun off GM electric division could raise billions of USD in no time, the fact that we all see these reverse merger/IPOs is very concerning to be quite frank. Don't get me...
  38. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeps. The EMD (Early Morning Dip).
  39. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I noticed that: These days Frankfurt typically opens on after-hours closing prices, then goes up and once pre-market starts, there is an EMD
  40. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have been saying this for years. It is just soooooooooo(!) nice, that for once, "ridiculous" plays in our favor ;-) And don't worry, once all Robin Hood hopefuls are on board, once all the shorts have covered and all the index funds have bought their shares, we will find out what Mr. Market...
  41. SebastianR

    Stock split tax implications for non-US shareholders

    Same exact answer I got today from Nordnet... BUT then he said, that normal splits (i.e. Share Code is the same, no new Share Code / Share Class issued) is not tax relevant. He also said since nothing is being sold, there is no ability to tax anything. So I'm not worried.
  42. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    With all this talk about GM doing an EV spin-off, it seems like the special GM task force from 2013 to study Tesla is finally coming up with results... Who remembers this? General Motors takes a look under Tesla's hood Of course Elon made of of it...
  43. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh, what a day cheers to the longs! What really baffles me is how most of German automotive companies seem to be totally oblivious to what is happening with Tesla right now and seem to be stuck in an deep hole of self-pity over the world not understanding the merits of great Diesel engines...
  44. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    yea, me, too! I miss all the old folks leaving this little group...
  45. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hi folks, it’s been a while... so on the 10 Billion miles to regulatory approval for FSD - I think Elon sets up a great new moat: I have only ever heard him and nobody else talk about this and it makes sense, there is no car maker / AI player who could do that as fast as Tesla. Autonomous...
  46. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Such a hard manufactoring recruitment drive - wow, seems like Tesla is engineering talent constraint!
  47. SebastianR

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cheers to all the longs! Its a pleasure and an honour to be with all of you tonight! Elon thanking the team. Elon can't help to open with a comparison of the industry. AUSTIN is now confirmed!!! A Gigafactory with Boardwalk.... Model 3, Y (for Eastern US), Cybertruck and Semi in Texas...

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