Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. S

    Social Chat - Short Term TSLA Movements

    Not exactly sure on what is going on the graph. However, for European options on a non-dividend stock, shouldn't the Implied Vol. be the same for both Calls & Puts on the same strike & expiration? -- That's the Put-Call Parity principle.
  2. S

    SolarCity (SCTY)

    Responding to: Short-Term TSLA Price Movements - 2014 - Page 509 Convertible bonds issue should dampen implied vol. on the longer dated options (LEAPS), right? Also, I think SCTY would issue additional equity to satisfy the convertible bond hedge. -- Typically hedge funds short the stock to...
  3. S

    SolarCity (SCTY)

    I am running another thought experiment. Two points. Point I: Confrontation / Legal Risk I realize that there is a long history between utilities and photovoltaic (PV) producers, since 1960's to be exact. So, is there a risk of utility companies fighting back in the same manner as autodealers...
  4. S

    SolarCity (SCTY)

    To be honest, I am floored. I have attended a shareholder meeting but there were indications of this sort of thing happening. The management was optimistic, as expected, but I must admit this news is beyond my expectations. It's bold and aggressive and I like it, too.
  5. S

    Lunch after annual shareholder meeting on 6/3/14

    It was a pleasure to meet with the fellow shareholders! Thank you for the enlightening conversations! Special thanks to Dave & Lori for organizing it! :-) That's Paul, Dave's younger brother. And yes, he works at Google and is probably silently reading this conversation as well... :-P
  6. S

    2014 Annual Shareholders Meeting

    I attended the meeting in person. I tried to ask a question but was unable to. I then followed up by speaking to Jeff Evanson, the Investor Relations manager, as well as by sending my question to Elon Musk by E-mail. The question was whether it would be possible to move the annual shareholder...
  7. S

    SpaceX

    Are they going to buy those batteries from Tesla?.. :-P
  8. S

    Tesla Minibusses or vans

    I think there is already a solution for that. Check out "Swiss Room Box": SwissRoomBox packs a whole vacation into a box that can fit in a Fit. : TreeHugger Quite honestly, I am entertaining myself with this idea of living in the car like that. Previously I thought of renting a parking spot...
  9. S

    Competing technologies to BEV

    ItsNotAboutTheMoney, thank you for the explanation!
  10. S

    Tesla Gigafactory Investor Thread

    AlMc, RobStark, Robert.Boston, thank you very much! These are the exact kind of comments that I was looking for. I appreciate your feedback. Robert.Boston, yes, I was intentionally exaggerating the case just to test how far the notion makes sense. Your comments about co-location answer the...
  11. S

    Competing technologies to BEV

    Let's assume for a moment that FCVs have succeeded. From the consumer's point there is really not that much difference from the ICEs in the sense that you still have to go through the hassle of buying the car from the auto-dealers and then cash-draining yourself for maintenance costs (which grow...
  12. S

    Tesla Gigafactory Investor Thread

    I remember Elon saying that batteries improve on average at 8% per year. Extrapolation three years from now makes it 24%. Projecting five years out brings us to 40%. That's still using a linear extrapolation. -- I realize that there is a law of diminishing returns, but in this case the evolving...
  13. S

    Lunch after annual shareholder meeting on 6/3/14

    May I join you guys for lunch / get together after the meeting? I am taking a vacation from work just to attend the meetings both at TSLA and SCTY. I will be in SF area both on Jun. 3rd and 4th. I am agnostic on the food. I will be renting a car (an ICE unfortunately). So I can tag along but...
  14. S

    Alternative Energy Investor Discussions

    GE's Immelt: Alstom deal will increase earnings, bump up industrial mix
  15. S

    SpaceX investor's thread

    RUSSIA TELLS NASA TO USE A | Watch the video - Yahoo News
  16. S

    Social Chat - Short Term TSLA Movements

    May I chime into this discussion? On hydrogen and other fuel sources: * As a matter of a democratic society, discussions and testing alternative methods are certainly welcome. That's called pluralism. * Science does not evolve quickly or in a straightforward manner. Neither does general...
  17. S

    Ukrainian-Russian situation: impact to the market

    Just saw this. I have highlighted one sentence there.
  18. S

    Tesla's new Lathrop, CA facility

    I agree with the others on the notion that the Lathrop location is most likely for the supply parts. I also view this development as a fundamentally positive one since it directly affects the income statement. I like the idea of compartmentalizing production into sub-factories. This strategy...
  19. S

    2013/06/04 Annual Shareholder Meeting

    Questions: 1) Does anybody know when and where the 2014 shareholder meeting would be? 2) Also, has anyone previously asked Elon to schedule such meetings on Saturdays? It's really difficult to take time off in the middle of the week for such personal activities. However, if shareholder...
  20. S

    Tesla Gigafactory Investor Thread

    Just a thought: Would it be possible that both TM and Panasonic are now flirting with state legislatures not only on favorable laws & tax incentives but possibly on some capital contribution incentives from those states? Let's assume for a moment that all four states have similar proposals...
  21. S

    Tesla Gigafactory Investor Thread

    Greetings to all! I am in favor of Nevada as the location for Tesla Battery Gigafactory. Reasons: 1) Proximity to raw materials -- You don't want to pay for transportation twice, i.e. to get the raw materials and then to ship the final product. 2) Shipment costs to the assembly plant --...
  22. S

    Tesla Model S Demand in China is Huge

    Greetings! Here are a couple of thoughts to share. Alternative views and discussion are welcome. * I don't think that having a personal chauffeur for the Chinese luxury auto-market is a deal breaker for Tesla in the near future. I am pretty sure that there will be sufficient demand for...
  23. S

    Short-Term TSLA Price Movements - 2013

    Greetings to all, This is my first post although I have been a silent reader since June. I guess I know most regulars here by their usernames. Haha! Thanks a lot for your honest inputs! Much appreciated. My turn to share some thoughts. Good news: 1) This was NOT a major accident. It...