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

    Thanks. $1.38 billion in 2021 convertible notes mature in 16 months that will probably need to be refinanced. I had expected sizeable governmental incentives/subsidies because of the stimulus to the local economy, similar to GFs 1-3. Maybe bring back Diarmuid as a barnacle to negotiate the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Where does the $4.4 billion come from?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is that a misprint? For first 10 months of 2018, 5,631 models S & X registered versus 424 for the same period in 2019?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How does that compare with the size of the respective fleets' remaining periods under warranty?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Doesn't the "non-profit" have to be a charity under 501 (c) 3?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What does the donee do with your donated shares?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So the Customers' Deposits balance should increase by $ 32 million?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How does the system respond to signals humans commonly use to communicate courtesies, intentions while avoiding collisions, such as hand gestures, horn beeps, flashing lights, etc.?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What does this imply for S&P 500 entry and how to time the inevitable short squeeze?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How many fires at Fremont that the Fremont Fire Department was not called? There's a difference between fires on property where the public has access versus those where only employees may be at risk.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's the role of competent, articulate, knowledgeable and honest Public Relations specialists in other companies perform. Tesla seems to dance around/evade direct substantive questions on earnings calls, and relies on vaporous questions from cheerleaders to consume the tightly controlled...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can you blame him? If the entrenched executives at the OEMs are too addled to appreciate the genius of Elon's visions, don't they deserve an agonizing, but quick, demise?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Odd. No hard to borrow fee notice shows up when I enter a hypothetical short sale on Fidelity. Fidelity shows over a million shares available to borrow.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "The Information reporter Amir Efrati noted that the internal org chart "helped to confirm" that Gil Passin, head of manufacturing for years, was also gone from the company." As Top Executives Leave Tesla, Elon Musk Is Left With 29 Direct Reports
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Since you are in Chi-town, when will the Loop to O'Hare transit system be operational?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So did Hochholdinger report to Passin or vice versa? Did either report directly to Elon or was JB or Jerome in between?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "cool cars"--part of the move to sustainability. White roofs and 'cool' cars - Steven Chu gives Prince Charles tips on tackling climate change
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    Market politics

    Why is the federal government spending a cent on education? It's a local matter, mostly even below a state-level concern. Forbes seems to be not above working both sides of the street: Debunking Myths About Federal Oil & Gas Subsidies
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting perspective. Price action on shares since latest offering: Date Open High Low Close* Adj Close** Volume ‎May‎ ‎24‎, ‎2019 199.83 199.98 188.75 190.63 190.63 14,119,900 ‎May‎ ‎23‎, ‎2019 194.34 199.47 186.22 195.49 195.49 26,547,100 ‎May‎ ‎22‎, ‎2019 199.10 203.94 191.78 192.73...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How does this work?? "the underwriters have agreed to purchase the number of shares indicated in the following table. Goldman Sachs & Co. LLC 1,559,819 Citigroup Global Markets Inc. 226,173 Merrill Lynch, Pierce, Fenner & Smith Incorporated 156,140 Deutsche Bank Securities Inc...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Possibly, 'bots reacting to an announcement that Tesla agreed to pay a $31,000 fine to settle EPA's claim regarding solid waste at Fremont and to buy the local firefighters $55,000 in new emergency response equipment. Tesla to pay $31,000 fine to settle case with EPA
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Got it! Here, everything is attributable to “da shortz”. Elsewhere, some may be trying to understand how to “play” (aka trade) the situation. <<The depositary of the offer has advised that, as of 5:00 p.m., Eastern time, on March 27, 2019, a total of approximately 5,964,871 shares of Maxwell...
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    Tesla Energy and utility scale projects

    Apologies for not having followed the discourse carefully. Isn't one of the issues for conversion to EV-Solar- Storage the individual residents' sunk costs in prior technologies? The "gilets jaunes' " discontent may not be isolated to Paris if the transition to conversion is too precipitous. I...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What happens to those small holders' MXWL shares if they sit on their hands and the deal closes? (Some may have bought MXWL as a part of a basket of high risk lottery tickets that would pay-off "bigly" if just a few survived, and are disappointed that their MXWL ticket is being pre-empted...
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    Tesla Energy and utility scale projects

    Ok, thanks I had the impression that, under the previous business plan, SolarCity initially owned the systems used in leases and PPAs, but had insufficient tax liability to realize the benefits of the credits. The tax equity structures and NCIs was a work-around to make the economics work for...
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    Tesla Energy and utility scale projects

    Do cash and loan sales offer the same opportunities to monetize the Solar Tax Credits using tax equity structures with non-controlling interests as the prior leases/PPAs did?
  27. C

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

    New Day, next narrative --"While Tesla Inc.'s(TSLA) 5.3% notes due 2025 were recently down just 0.25 cents on the dollar, their extra yield over Treasurys at one point Friday jumped to 5.99 percentage points -- their highest on record -- from 5.83 percentage points Thursday, according to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Near the end of the clip, Baron said Telsa had "reduced the Cobalt content of the battery from 20-30% to 2 or 3%" Was the cobalt content in NCA cells ever close to 20%? Also, he said Tesla vehicles get 4.1 miles/kWh while competitors' cars are only capable of 2.5 miles/kWh. Is that accurate?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So has Tesla dropped it's plan to build its own vehicle transporters?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ray may be rationalizing a bit to support his conclusion. Most serious U.S. car buyers visit the local dealers' websites in their metropolitan areas to shop prices with the internet sales person (after checking invoiced costs with Edmunds, KBB, etc. for the configurations they are considering.)...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Does Tesla add back deferred revenue and subtract COGS related stock-based compensation?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If accurate that moves S&P 500 entry to November.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Immediate availability might stimulate demand (and nearly immediate positive cash flow) for candy, but not cars. Buyers have to settle existing loans or leases and tend to haggle over the trade-in value of their existing ride. Many are on call lists for SRs, and there are no reports any have...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If then SEC is so anti-Tesla, why does it routinely approve all of Tesla's requests for confidentiality of its exhibits to financial statements? https://www.sec.gov/Archives/edgar/data/1318605/999999999719000570/9999999997-19-000570-index.htm EDGAR Filing Documents for 9999999997-19-000569...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tops--all stock merger/acquisition of the Boring Company (the synergies are a no brainer and zero debt).
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's always about whose ox will be Gore(d): (Sorry chubby Al, couldn't resist) <<Mr. Koch is not the only opponent of Cape Wind. The late Senator Edward M. Kennedy, the Massachusetts Democrat, whose Hyannis family compound also looked out on Nantucket Sound, opposed the project too, as do many...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure if this is corporate feasance or corporate malfeasance, but-- <<Although we design our vehicles to be the safest vehicles on the road, product liability claims could harm our business, prospects, operating results and financial condition. The automobile industry in particular...
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    Near-future quarterly financial projections

    Perhaps, partially non-ZEV regulatory credit buyers? $40 million sold in second half of 2017 compared to $237 million in second half of 2018.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cycle of life. Youngun's replace the fossils Michelle Obama voted most admired woman, bumps Hillary Clinton: Gallup
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I called VST's IR. She seemed to imply that no award has been contracted but was non committal about anything specific.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Was TE awarded the Vistra stationary storage contract at Moss Landing?
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    Trains, Tesla and People Moving for Workday Commutes

    Some relegated to public transportation prefer more personal space. Ever been in the Mexico City metro during rush hour? They enforce separate cars based on gender.
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    TSLA Market Action: 2018 Investor Roundtable

    Where will those be stamped and painted? Packs from GF-1 or local? S's, X's, 3's and Y's?
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    TSLA Market Action: 2018 Investor Roundtable

    Who/how many are the MMs? Are there MMs on each Options Exchange? If so, do they act in concert or does each one trade around its own book? Are MMs on the Equity Exchanges involved?
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    TSLA Market Action: 2018 Investor Roundtable

    Most rank and file in the construction crafts (at least on fly-over country projects) have no qualms about putting their cards in their shoes and working open-shop, if that is who has the work. The invidious unions are public worker unions who negotiate with governmental employers--look at how...
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    TSLA Market Action: 2018 Investor Roundtable

    OK. I was just thinking that, since Tesla can sell all the S's & X's produced at full price in other markets, it might be better to use profits from those sales to accelerate local production at GF3 near Shanghai so neither Tesla nor its Chinese customers would have to pay the tariffs over the...
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    TSLA Market Action: 2018 Investor Roundtable

    Why, then, would Tesla be willing to absorb 12-26% less S & X gross margin percentage in China because of tariffs rather than diverting those vehicles to alternate markets where the demand garners the full GM%?