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  1. Stars aligned

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

    It will bleed for the months to come. Not Ukraine, but the end of a 13 year long overblown bull cycle, caused by tightening of financial conditions.
  2. Stars aligned

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

    As you laughed all the way down from 1250 per share to 820, I’m absolutely convinced that you will also laugh the next 100‘s down too. But this is the typical humor of TSLA investors who have been sleeping at the wheel for too long. Be assured, I‘m laughing too
  3. Stars aligned

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

    To all the hopefuls here: This is not about Putin and Ukraine. This is not about MM's and the evil Hedge Funds. This is not TSLA specific or only insofar as TSLA has been the most overhyped stock in the last years. This bear market is just about the tightening financial conditions and the...
  4. Stars aligned

    TSLA Technical Analysis

    Next leg down might reach ≈ 700
  5. Stars aligned

    Politics - Quarantine Thread

    He always shows mental stress issues when business doesn't go well. Another indication that Q1 will be a disaster.
  6. Stars aligned

    TSLA Technical Analysis

    Obviously yes
  7. Stars aligned

    TSLA Technical Analysis

    Proper name for this is dead cat bounce. May go further but the trend is lower lows and lower highs.
  8. Stars aligned

    TSLA Technical Analysis

    P/E of 50 seems to be the perfect entry point with a y/y growth rate of 50%
  9. Stars aligned

    TSLA Technical Analysis

    Technically, there's a chance that the price finds rock solid ground around 550
  10. Stars aligned

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

    Frankly, the much touted "Roadmap Update" was pretty much a disgrace. It consisted mainly of the information that new vehicle productions and developments are on hold and a lengthy monologue about FSD Level 4 vaporware and Optimus even more vapor. Additionally, a big red flag re supply chain...
  11. Stars aligned

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

    Buying around a long-term top is (pick and insert here your favorite not-advice) no matter how the ticker symbol spells
  12. Stars aligned

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

    M More likely, all she wants is money 💵
  13. Stars aligned

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

    Filling the bags of the baghodlers with the optimal price?
  14. Stars aligned

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

    The same can arguably be said for this site.
  15. Stars aligned

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

    I'm with you and this partially explains the current weakness of the stock. There are also other factors. Edit: this may also explain Jerome's role change
  16. Stars aligned

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

    More generally, price targets do not mean much, independent of ugly or favorable markets. Can't give a price target but it will change when the current headwinds turn. Headwinds turning is something which can be observed. Depending on that all of your given figures are certainly possible. 200...
  17. Stars aligned

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

    Punks may know better or not but still I say we will see much lower lows before it gets better. Cheers!
  18. Stars aligned

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

    New lows ahead..... before it gets better
  19. Stars aligned

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

    And then count in the macros in form of rising interest rates impact on net present value. Also, chip shortages may further slow down growth in the next months. We may not yet have seen this years lows and it's not worth to hold the breath in anticipation of soonish new highs. There is a lot of...
  20. Stars aligned

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

    Doesn't matter, if they see they'll run out of inventory for a longer time, they will, in one way or another. Look I said in early Q4 that first Y's will be delivered in Q1 and was ridiculed. So :rolleyes:
  21. Stars aligned

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

    And that's exactly the reason Tesla should act as said before
  22. Stars aligned

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

    That's a valid thought but then others would buy up inventory and sell the cars at a higher price. Difficult to prevent that. On the other hand even if they sell remaining inventory at higher price it wouldn't improve their bottom line significantly. More important is to use the idle time for...
  23. Stars aligned

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

    It makes sense to keep prices high. As demand is lower due to coronavirus, production is even more restricted. Production in Fremont has stopped for the foreseeable future, and if they can't produce till June they might consider rising prices for the remaining inventory. When they start...
  24. Stars aligned

    TSLA Technical Analysis

    I get roughly the same bottom from a different perspective
  25. Stars aligned

    TSLA Technical Analysis

    Well I did for some and have news for you, many look quite different.
  26. Stars aligned

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

    Yeah, left months ago and returned only today. Seems more chilled now.
  27. Stars aligned

    TSLA Technical Analysis

    Bingo, time to load up again, no hurry though.
  28. Stars aligned

    TSLA Technical Analysis

    Is it just me or does anyone else see a pattern here?
  29. Stars aligned

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

    And if I extrapolate that further, in Q2 Total 53975 (say 54k) 3/S/X have been sold (and assuming delivered) in US, as per InsideEV Scorecard. If total deliveries were 95.2k, rest of world was 41.2k. Those 41.2k were mostly delivered via RoRo and some were stock from Q1. Let's say 2.2k. So 39k...
  30. Stars aligned

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

    My take on US Model 3 Q3 numbers: Last ship from SF left 9/9, production 700 cars/day*20 days = 14k. 4.5k sold in the first 10 days, 13k for the rest of month = 17.5 for September + 26.6 k for Jul/Aug = 44.1k. 1k US inventory remains. Current US inventory is approx 2k Model 3 (1'998 to be exact...
  31. Stars aligned

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

    Just wait till that 4:1 reverse split comes...
  32. Stars aligned

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

    Cold thrusters and heat shields in Teslas. Tesla theatre and seats in starships. Tesla Pickup as Mars Rover. And, and... :cool:
  33. Stars aligned

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

    That's impossible, can't be. After all and according to Ihor's data, short interest went down ;) Edit: to be fair, Ihor's statement is that short position is down over the last 30 days which is in line with my view that some short covering happened during the recent run-up. Now that this run-up...
  34. Stars aligned

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

    To add, it makes not much sense that short position fell but borrowing rate went up from 0.7x% to 1.18%. Seems rather that longs hold on their shares, but do not buy much more before tangible figures confirm Tesla does well, and shorts try to suppress the SP taking advantage of the low volume...
  35. Stars aligned

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

    Now, that's fantastic. Clean energy drives the Nurburgring record. Fingers crossed.:) And they resisted to go down the route with bio diesel. Fart mode is better than cow fart mode, of course. :D
  36. Stars aligned

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

    Volkswagen AG as a whole has huge issues as they do not have secured the supply chain, and even more importantly, don't have the technology. In terms of technology, battery and software are the most important ones. On both, VW group is nowhere. VW's hyped chassis (MEB) is last century and they...
  37. Stars aligned

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

    I'm referring to https://electrek.co/2019/07/11/tesla-supplier-hints-massive-model-3-production-increase/ but don't really know how credible it is. Partially I agree with your believe and partially I don't. With the pilot line aimed to produce both models, they need to check if it really can...
  38. Stars aligned

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

    I still don't buy that the Y production only starts in late 2020. Many things hinting towards an earlier start. One poster questioned whether it makes sense that Elon announces Plaid S so early because it could Osborne the current S. Some say it is not a problem because of the price difference...
  39. Stars aligned

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

    And the question is.... will it work this time? (Low controversial Elon has worked well so far, the opposite not so much)
  40. Stars aligned

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

    Yeah, here in Europe, racetracks are not busy day and night, you know. And sometimes people need to sleep, at least here. :) Anyway, a better solution should be expected from Tesla. Why not bring a Megapack to the place? Germany is flooded with green electricity. And for sure there are power...
  41. Stars aligned

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

    Actually when it approached 254, it was pretty obvious in red hot zone. This is not a hindsight armchair analysis, you might check out my post in the Technical Analysis thread before the drop. But of course, everyone and his cat were highly enthusiastic back then... Right now the probability to...
  42. Stars aligned

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

    I certainly hope it is FUD, otherwise the Ring might list a potential Tesla S record a diesel powered. And Elon would fume about that. :confused:
  43. Stars aligned

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

    Quote from the article : "Together with the Tesla a container from America arrived at the ring. Its content: a large diesel engine. This generates the power to charge the Model S. Since it is noisy day and night, it has already attracted the annoyance of the residents." The irony strikes me...
  44. Stars aligned

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

    It's unlikely humanitarian. I guess that stock market risks rose over the weekend and a US counterstrike would make markets tumble, so such options could gain massively. Buying them back reduces risks for the writers, hence the special deal.
  45. Stars aligned

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

    Parking spots in new apartment houses should be required to have charging infrastructure, 400 or 240v. Should be part of the building permit process. This would not only be good for aspirational EV owners, but also grid loading balance once EV batteries are good enough to serve as grid buffers.
  46. Stars aligned

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

    I've to say that the numbers on the chart and those from teslastats don't match. Don't know which one is more accurate, though.
  47. Stars aligned

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

    If I look here Tesla Inventory List - Find your next car I see 1646 for USA right now. Yesterday it was >2000, but I guess some were allocated to customers today. Last week it was fluctuating between 1100 and 1300, and before it was mostly below 1000. Interestingly last week, it was mostly SR+...
  48. Stars aligned

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

    In terms of markets, it's an almost-Nothingburger. Oil price is normalising and well in between the range of the last months. Longer term there should be a negative correlation between oil and Tesla, but Tesla SP is influenced by so many other factors that this one can hardly be extracted and...