Search results

I am considering either long or short BTC at this level but have a basic question. It seems to me that the cost of launching a new crypto currency is very low so what prevents people from launching various coins leading to uncontrolled number of coins circulating? I understand that the number...

I heard that SharePost manager has the discretion to either distribute cash or shares at the end - if it is cash I interpret that as cash at the IPO price. When you take risk and pay fees to invest in pre-IPO you want to not only reap the reward of IPO but also subsequent price jump post IPO so...

One thing I learned from following tsla and spaceX in the last few years is that there is no one even close to the speed Elon moves. Blue Origin is about 10 years behind SpaceX now and will be even more in 2025. I don't think Kuiper would be close to being competitive (if it ever gets there.)

According to "SpaceX leaked internal doc" starlink alone is projected to be 30B revenue with 60% gross margin by 2025. That can easily justify a market cap of 200-400B. Current valuation is around 46B.

What is the major discrepancy between our models here and the Q3 result? Is it smart summon deferred revenue recognition?

Are you saying that anyone investing in tsla should be prepared to lose it? This is worse FUD than AJ's $10 price target.

Smells fud. If I were to guess, the mine closure is the result of over supply (possibly due to Tesla not using as much cobalt as people thought.)

As long as the interest is low the stock market remains the only option for fund managers to make big money. They may pull money out here and there temporarily but will not be able to resist the temptation for longed period of time. As long as you have fund managers on your side, you are safe.

The math seems wrong to me. If there was only one car sold, your math would show 6,438 CFC which clearly is not right.

Reacting to stationary object at high speed is a well known hard problem and if 2016 Honda has this problem solved, I would be really impressed. Can you provide actual evidence that it can stop for a cone in the middle of the road at 75mph?

It's amazing how far these haters go to create fud...just amazing. We should go out and actively expose this fraud.

The best way to deal with those trying to shake down Elon/tesla is to simply ignore them. If the artist has objection on the art being posted, simply remove it and put him/her on the list to never deal with again. The list should include guys like Fred, the farting unicore guy, and various...

I bet AJ predicted something close to180 as well. When the short interest report comes out for May, I bet we will see that a lot of shorts predicted 180 bottom as well.

I have no doubt that AJ's action was deliberate... We also have a few in this forum who spread fear by always announcing that the price could go down x dollar further every time share price suffers a big drop. These are shortsighted traders who try to make a few bucks at the expenses of weak...

Thanks for the explaination! If recognized was 175m, wouldn't a fair statement be that Elon made 175m? I am not a accountant but it seems that until the money is in Elon's account, you can't say he is paid, right?

Can someone give an explanation of where the figure 2.3B comes from? This smells like another media smear based on some twisted logic.

What's your point talking about "intention"? I did not see any language in the settlement that called for prior approval of "intentions" of private emails.:D

...and who are you?

Not saying that it is going to be easy but they did put up a tent and had a line running in no time last year...

You think Elon would approve these expenses?:D

Agree with everything you guys said here... However, out of all these things the one bothered me the most was the leak and mismanagement of the S/X refresh. Without the leak, and with better timing they should have been able to maintain 25k/Q rate in Q1 and Q2 2019.

…thanks for not calling for public flogging ;) One needs to pay attention to the road, and whether hands are on the wheel is not that important. GM has hands-free, you know… Tesla’s hands-on-wheel detection is not that consistent and one needs to constantly deal with the nagging. They come...

When the day comes that one can read emails stress-free in the car while it drives you to your destinations, everyone would be willing to have that for whatever the price Tesla would reasonably charge. Assuming 1 hour in your car per day that is 365 hours of your time! Even at minimum wage that...

Short term (1-2 Qs) that maybe true (even that I am not sure because we had the tax situation and Model 3 not fully marketed globally yet,) but longer term steady state should be way more. Model 3 is simply the best car for the money in that price range and people will slowly realize that now...

FSD would be at least 100B by itself so if that were "baked in" the SP would have been at least 600 instead of 380. As for achieving 5k/w 6 month late, you think that makes Tesla 20B less valuable?

I don't think recent decisions were prompted by urgent capital needs. My guess is that there might be a small demand air pocket - not long term but temporary. This needed to be addressed regardless of capital need. No need to worry about competitors - the gap has widened in the last 10...

Talking about needing capital raise without showing a model is spreading fud. Remember bankwuptcy fud last year? It turned out to be 3B away from it. Paging luvb2b...

Are we running a bus here? Can I see the schedule?

Here is my theory: If you have a pile of money and you want to invest in Tesla, would you be happy to have a yield of 7% by holding bond? I believe that is a NO for most people who really understand Tesla - they would rather invest in tsla stock and get 20%-30% for the next few years. This...

The survey was going strong until someone posted objections :eek: now it is stuck at "Answered:100 Skipped:27" :( Last call to the lurking billionaires out there to party with us: Survey link: TMC tsla investor survey Result link: TMC tsla investor survey By the way I have added more choices...

People might find the information useful in many ways, but my main motivation is to show that readers of this forum hold significant amount of tsla investment (probably in billions,) and we collectively have a meaningful impact on the market. I hope realizing this would make people write higher...

i don't know how to make it sticky...if you know how to do it please let me know. Thanks and corrected! MOD: Not only will it not be made sticky, but this kind of activity, while neither prohibited nor otherwise squelched, is directly contrary to sobersided admonitions from the Moderator...

I believe investors reading this forum represent a significant percentage of all tsla investors in terms of total value of investment. I created this survey hoping to get a rough idea about the size of our investment collectively - I think information like this will be beneficial in making this...

This is FUD! Q3 will not be the “as best as it gets” quarter for the following obviously reasons: 1. Model 3 production process is far from fine-tuned at this stage so there is significant room to improve efficiency resulting in lower cost in the next few quarters 2. Q4 2018 has the fed...

Very interesting points! Do you believe we are in a bubble now? How do you compare the current stock market to that of 2000, or the current housing market to that of 2008? Do you see any other areas that could be bubbles? Hypnotically, if fed kept printing money and lent out with low...

Fred owed everything to Tesla and Tesla fans - clicks to his website, information leaked to him by insiders, his free roadster, etc., etc. He should have shown more appreciation. His vindictive attitude towards Tesla for giving him the cold shoulder because of the leaked mode S+X interior was...

I did a quick comparison of luvb2b's numbers and the numbers in the release - it is amazing how close they are. Thank you very much luvb2b for the great work providing such an amazingly accurate model! When the stock was in the 250s and market action forum full of empty posts (or posts of...

Agree with you Zhelko! I have read yours post since 2014 and have always find them balanced and insightful. People making statements like "stock market is not for you", "tsla is not for you" are very annoying to say the least. I share your concern but I would wait until the model 3 story is...

Great article! I wish this forum had more post like this - in depth, critical, and constructive analysis. Over the years I have seen the quality of the forum deteriorating 1. Too many posts arguing with trolls 2. Too much cheer leading without depth 3. Any critical (yet constructive) views...

I Don't get me wrong here - I am a big fan of Elon/tsla and has been a strong long since 2014. I went through the dip to $140 in early 2016 and every other big and small dips in between. I have never been rattled by any of the short FUD on demand, competition, or funding. However I agree...

If "paper loss" doesn't mean anything to you, can I sell you my share for $350 now? You would make it back 10x in 10 years so it shouldn't really matter that you book some paper loss now ;) A loss is a loss - if you go to casino, play 10 rounds of poker and lose $1000. Is that a paper loss or...

Elon's refusal to settle and his recent SEC tweet were clearly the triggers for a $40 and $20 drop so why are you supporting his tweets? I don't think Elon understand the impact a drop from 350 to 260 in a matter of weeks has on average small investors. He said he did not care about day...

Shorts can't do much damage if longs stay strong. I am disappointed that Elon attacks shorts instead of focuses on convincing longs. Shorts will do what shorts do and that is out of our control, but what is within our control is to stay strong. Go out there to give people rides and educate...

SEC has jurisdiction over how a company officer interacts with stock market but it does not have jurisdiction over how a company run its daily business - that power belongs to share holders. If we share holders want Elon to run tsla daily business it is none of SEC's business. We should make a...

If it is true that Elon and SEC had reached an agreement but lawyer pulled it back then I am sure the original agreement did not include Elon stepping down as CEO - there was no way Elon was going to even consider being forced out as CEO. I personally think the lawyer made a bad decision.

There are ~300K tsla owners in the US, and many more investors and fans. Please call your congressman and senators to bring this matter to their attention. SEC suing Elon to prevent him from "being an officer in a public company" is not designed to protect investors, or even seek justice, but...

This drop is ridicules! 1. SEC is suing Elon for speaking up him mind which was that he did not like shorts and wanted to take tsla private to get rid of them. His idea might not have been well thought out but that was not a crime. At worst it is negligence on Elon's part and no more. 2...

This is completely FUD! There is not a single data point given in this post that supports your point - only jargons like "Quick ration of 0.37..." to make it sounds crediable. luvb2b has a comprehansive model (q2-q4 2018 financial projections) that shows 3.47B cash at the end of year after...

Money is tight for 2019 but nothing beyond what tsla has shown to be able to handle in the past. Tsla built a 20B business with about 14B cash (9B debt + 5B from gross profit selling S and X), therefore there is no reason to doubt that it can expand the business another 20B with 14B more cash...

From the letter: "We are about to have the most amazing quarter in our history, building and delivering more than twice as many cars as we did last quarter" Last Q tsla delivered 22319 s+x and 18449 model 3 so twice is 81536. If you assume 26400 s+x (as in luvb2b's model) then it implies 55136...