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Then maybe start selling shares and buying convertible notes at these levels. Upside opportunity with downside protection unless the bad happens.

From a Balance Sheet risk perspective, the parabolic share price action on the way up acted as an accelerant since it meant the convertible notes could be settled with shares, rather than cash (which is eternally king). Conversely, on the other side of the parabola as the share price declines...

There are two necessary components to the options vesting: 1. Market Cap related 2. Operational performance related (i.e. Revenue and adjusted EBITDA). GAAP earnings are hit with stock comp only when the second component (operational performance) is met, even if the market cap component is...

Good guess. If litigation ensues, Tesla might "beat the rap but not the ride." The ride (cost of defense) can get expensive both to pay the lawyers and because of the diversion of management time to help in the defense. I'm not predicting anything, other than suggesting that hubris that one...

"Negligence due to the violation of a law meant to protect the public, such as a speed limit or building code. Unlike ordinary negligence, a plaintiff alleging negligence per se need not prove that a reasonable person should have acted differently -- the conduct is automatically considered...

It depends: Is Your Business Insured for the Coronavirus? | JD Supra Fremont is situated on the northern end of a known fault line so maybe the internal risk managers set up some kind of program.

A bigger concern might be legal liability. If refusing to comply with a county's order to shut down temporarily constitutes negligence per se, all an injured party would only have to prove is damages (medical expenses, mental anguish, etc. related to contracting the virus) and that the refusal...

Perhaps a round figure aversion about dilution? The 2021 convertible notes ($1.38 billion) are redeemable at $359.87/share. The 2022 convertible notes ($0.978 billion) are redeemable at $327.50/share. The 2024 convertible notes ($1.480 billion) are redeemable at $309.83/share. The strike price...

What about Panasonics leverage at GF-2?

Reminiscent of the 2013 Battery Swap (aka "fast or free") video when the Audi took longer to re-fuel than it took to swap battery packs.

Why build cars for inventory if orders exceed production capability?

Gary is hustling, an order of magnitude of advanced Boring.

So true. Those totalitarian regimes have got it all figured out. Hopefully, the next administration will exempt the new GF here from that pesky EIS and waive OSHA obstructions.

Wasn't GM about 18% in the most recent quarter? Is ARK's gross margin study available somewhere to read?

How does this apply to either Maxwell or Panasonic who manufacture goods rather than selling software services on a subscription plan?

Prismatics may also mean it's easier to separate the packaging materials in order to recover the constituent metals for purification and eventual reuse.

Very helpful! But dare I ask, what is the rationale for holding R&D and SG&A static in the second half of this year when everything above on the Income Statement is expanding? Doesn't the combination of GF-3, Model Y, Solar Tiles, the pick-up, Semi, FSD, and Robo-Taxis require additional...

Either him or Uncle Joe (based on his last 10 years of tax returns his philanthropy is also anonymous.

I agree all human activities have adverse impacts on nature, and the world-wide population continues to expand. There are trade-offs and consequences to all alternatives for individual transportation. The better solution is to educate everyone on decreasing consumption and recycling everything...

Mining and processing each constituent in an Li-ion cell has its own environmental challenges. Lithium compounds wreck havoc on local water resources. Then there is graphite: Graphite pollution: Lead in Jixi's water 700 times over national limit - China.org.cn If you bother to look, there...

During China's rush to industrialization (and concomitant need for energy) over the last several decades, China's central planning bureaucracy eschewed spending the extra funds to deploy Best Available Technology (BAT) in new generation plants such as super critical units, electrostatic...

Only the junk rated 2025 notes are subject to QIB restrictions--all the converts are freely tradeable in " 'Murica" for those with sufficient funds/margin.

That was a claim in a video featuring Elon and JB awhile back (I'm going from memory and do not have time now to find a link). Also, I think GF-1 has a geo-thermal supply (go figure--in some place other than Iceland! [and northern California]). Part of the subsidy that Tesla received from the...

"Water supply and natural gas" @ 1:18" GF-1 has no natural gas supply. Why does GF-3 need it? Why not solar energy?

The Treasury has yet to issue regulations or other guidance telling us when options will be considered “substantially identical.” Substantially Identical Securities - Fairmark.com (Best site for obtaining free advice on arcane tax topics)

An "Agreement in Principle" often connotes extended negotiations to craft the detailed Definitive Agreement (that the judge seems to be seeking to rid her docket of future controversies about this matter).

At least it's not ARK pumping its book.

If it ain't Boeing, I am not going!

How are the up front costs funded for Boring Company projects such as the Loop to O'Hare transit line, the LV Convention Center people mover, and the DC to NYC transit system?

I mistakenly presumed it might have been related to his focus on seed planting.

Why did he resign from the Chipolte board?

Ditto interplanetary travel and habitation. Oxygen to breathe from electrolysis of water.

Is it possible to buy one in Norway or Denmark and bring it back on the Seydisfjordur ferry?

Wasn't "crossover" originally use to distinguish SUVs built using sedan frames and suspensions compared to early SUVs that were a seated top-hat for body-on-frame truck chasses?

Chauffeur looks cramped,

What commercial transport/drayage company or owner-operator would ever spring for special badging and the cachet of being an early adopter at that premium?

Do bi-lateral agreements between Switzerland and the EU afford Tesla any benefit re EU tariffs since final assembly of M3s is not completed in Tilburg?

Can you elaborate on what Elon perceived as the benefit from a tweet that, to those of us who willingly admit to being uninformed, appears to be gratuitous?

Only if different car carriers were in each port.

As Yogi said: "Deja vu all over again." Daimler and Tesla had a joint development agreement in 2009. After four years it lapsed, and Daimler shortly thereafter resigned its Board position and sold its initial investment in Tesla shares.

Bezos/Amazon is interested in reducing the time and cost of delivering to the last few miles--Rivian and whoever perfects a cost-effective EV "Sprinter" gets a look-over by Amazon.

Does Tesla Energy have a presence in the Indian sub-continent? AES appears to be getting its snout under the tent with a connected local participant. "Tata Power Collaborates with AES and Mitsubishi Corporation to Power Up South Asia’s Largest GridScale Energy Storage System in India"...

Is Beto going all wierd, as in regressing to his Robert Francis persona? Why do privileged, toxic males think they know what is best for us? What is Beto's plan to facilitate SMP part deux?

What amount will holders who decide not to convert, but merely wait until March 1 to redeem their notes, receive?

How many of those old nuke-powered Navy subs and surface vessels are still in service?

Cooks or crooks?

As long as the farm in not off shore Hyannis Port.

How does your assessment affect a Tesla owner's premiums for i) Auto Liability Insurance; ii) Auto Property Damage (Collision & Comprehension) insurance: and iii) Medical Payments insurance?

The last mile infrastructure (drops from the nearest transformer) best be robust.

Whatever happened to V2G?