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  1. stef

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

    This is it. Elon is back in the building. Very happy that my worries were proven wrong. Love it.
  2. stef

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

    Agreed. What's worring is the fact that many that are in the stock nowadays bought after 2018 and a good % of them are underwater, angry at the company and after someone to blame for their situation. If we were at ATH the re-vote would be a slam dunk...
  3. stef

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

    Yep that's me. I didn't say it stock would dump, only that it will look an obvious attempt to distract from a bad ER, and that the attempt will most likely fail. High chance that this good news will stay on the news for no more than 4 hours, and be replaced very quickly by any shortfall in the...
  4. stef

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

    Exactly my point. But such attempt will highlight the disconnect between what management focuses on and what investors want to see. Edit: Nobody will fall for it, and just sell the stock into oblivion.
  5. stef

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

    I really really hope they are not thinking to release it around the time ER comes out to distract ... that would just confirm they have nothing else to show investors about the new company direction other than "trust us, we'll be the biggest company in the world". I know that will be the last...
  6. stef

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

    So given they started “small”… either the adverts are working great and they decided to double down … or they don’t work and they decided to flood out of desperation. Looking forward to all “experts” to tell us why is one or the other /s
  7. stef

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

    Looks like many are just heading for the exit ahead of P&D thinking they’ll buy back lower in the following days. Chartist will tell you there’s a gap at 143 that wants to be filled, and this P&D looks perfect for that. They could be right … or they could be wrong, I personally couldn’t care...
  8. stef

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

    yeah, I was waiting for this any second but didn't happen /s
  9. stef

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

    Not sure what it means for production or demand, but Model S and X deliveries are now July/August for all EU countries I've checked. Inventory isn't very big at all. Interesting. 3 and Y still showing 2-5 weeks.
  10. stef

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

    Very hard to believe consensus is still 475k after they tanked the stock 20% since the meeting with IR ...
  11. stef

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

    That explains why premarket is down another 2% /s
  12. stef

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

    Depends if they commit to serious education and awareness campaigns. Without that not very likely.
  13. stef

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

    Get away from US government/ union sabotage
  14. stef

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

    Especially a non-problem, given the solution exist already. Wasn’t Elon saying that one of the biggest inefficiencies on the industry was to focus on solving the wrong problems and optimizing things that should not be there in the first place? Fate loves irony
  15. stef

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

    Ok so with all these many good news… what FUD can we expect in the next hours to not let the SP run?
  16. stef

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

    We’ve been to the Tesla Store in Zurich to check the cherry red. Impressive depth of color, but personally not 100% sold on it (still prefer my multicoat red) That said, the place was busy. Only the cherry Y was in the store, the rest of the floor was empty because … all cars they usually have...
  17. stef

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

    price up + 3yrs supercharging S and X also in Switzerland. Seems generalized.
  18. stef

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

    Confirm in Switzerland it’s been like this for some weeks, nothing new today.
  19. stef

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

    I’m afraid the reality is that Tesla doesn’t have all the data, and this is the core of the very heated debate going on these recent months between the pro advert and the no advert camps. Yes they have the best data on production and orders vs price, but are missing the very critical piece of...
  20. stef

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

    Articles on why this is bad news for Tesla in 3 2 1 …
  21. stef

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

    Oh… so Shanghai is really slowing down this time!?!? /s
  22. stef

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

    So this is the week that well informed “something” said Shanghai is slowing down… do we have any evidence of this actually happening?
  23. stef

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

    Same dumb take as saying “Tesla is more than 100 years late to EVs” … technically correct but we know the story
  24. stef

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

    Tesla’s Safety Score system could result in unsafe driving: Consumer Reports Sorry for the OT … but here’s the laugh of the day
  25. stef

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

    He obviously means skills to make enough money … like having a YouTube channel to review cars while making dumb faces…
  26. stef

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

    Oh now the funny name make some sense! It’s obvious they first picked the ticker and then come up with something that made some sense for that ... :rolleyes:
  27. stef

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

    This is perfect. Many were worried they would go for a big raise to help inclusion. 5B at this level is nothing, but now uncertainty is gone and this is still nowhere near enough to help S&P. Love it.
  28. stef

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

    True... maybe I’m giving them too much credit... they can’t that smart can they?! :)
  29. stef

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

    ;):(;);) There we go, even Ford is now on board with the “Tesla is not an automaker” story, so much they are even shouting it from rooftops! Time to show this to the last few reluctant analysts ;)
  30. stef

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

    He’s probably trolling every monkey who keeps typing about that as if it mattered. I think it’s his way to say he doesn’t care ... nor we should.
  31. stef

    Stock split tax implications for non-US shareholders

    My EU shares have been converted and price adjusted, so all good for EU trading. My US shares/options still showing pre-split values and numbers.
  32. stef

    Stock split tax implications for non-US shareholders

    No changes yet with both Postfinance and Swissquote in Switzerland either ...
  33. stef

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

    Or do the opposite if selling them. I did sell a couple 1490 puts thinking they’ll be dead from next week ...
  34. stef

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

    Or 420.69 years of leaving the car parked with sentry on ;)
  35. stef

    Stock split tax implications for non-US shareholders

    Same thinking ... holding.
  36. stef

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

    There you go, confirmation that Audi is at least 6 years behind Tesla. And this was one of the first fan made Tesla commercial... zero money spent I prefer the original but ... well copied Audi!
  37. stef

    Stock split tax implications for non-US shareholders

    Yeah exactly my objection. Though they have not been able to tell me anything more. Finger crossed common sense prevails...
  38. stef

    Stock split tax implications for non-US shareholders

    Postfinance in Switzerland told me they don’t know yet, but should publish an official answer before end of this week so people can react ahead of 21.08 Was quite sure would not be taxed in Switzerland... but not that sure anymore.
  39. stef

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

    Wait, she’s complaining customers are happy to pay much more than the 35k version of the car!?!?! Lol .. this is just validating Tesla pricing strategy!!
  40. stef

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

    Thanks! Does anyone happen to have MaxPain for this week?
  41. stef

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

    Can confirm no reductions in Switzerland at the moment. Also zero model 3 inventory and the usual level of 15-25 cars for S and X.
  42. stef

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

    Or this could just be good news. Model Y ramp going great with volume and margin going up as they expected or better, allowing them to rebalance prices. Also they did upgrades to Fremont during the shutdown, and just this week they are back to close to full production to validate those...
  43. stef

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

    In the meantime MaxPain drifted up to 785
  44. stef

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

    Wait ... so ... GS gives TSLA a buy and downgrades AAPL to sell ... in the span of 3 days!?!? Wow ... what kind of universe is this?!?
  45. stef

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

    also pretty obvious he doesn’t know how to operate the car ... In the first video he closes the trunk by hand where is actually motorized, and in the last one he smashes the frunk where he should know this will damage both mechanism and the metal (then he goes off saying something is wrong as it...
  46. stef

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

    Italian stock market just banned short selling for the next 3 months (article in Italian) Coronavirus, la Consob vieta le vendite allo scoperto per tre mesi
  47. stef

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

    Looking for something to cheer.... Model Ys reports from excited owners expected any minute :)
  48. stef

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

    Italy is shutting down. Prime minister just announced the same measures introduced to some places on Saturday now applies to the whole country. As Italian I welcome this news. Here’s now hoping in people being responsible and not try and play the “I know better” game.