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  1. J

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

    so pointing out that Musk has violated the terms of his security clearance is shitposting? interesting how far most of you are willing to bend themselves to keep your idol
  2. J

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

    only there to prevent blackmail? yeah sure :-D what a laughable comment
  3. J

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

    great reply. of course i mean illegal drugs, thanks for the aspirin comparison really helpful. And yes, weed is an illegal drug as only federal laws count in that case. I know that this is a spaceX issue, but you guys trying to justify him clearly breakng the law is pretty pathetic
  4. J

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

    doesnt matter where he did it. people with clearance are not allowed to use drugs - end of story. good thing they finally look into it
  5. J

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

    so what exactly is the difference between "halted" and "paused" again?
  6. J

    Shorting Oil, Hedging Tesla

    Neither have I. Nonetheless I believe that an Investment in an Oil company right now will pay off big time, no matter if they return a lot of capital or through rising share prices. Just my opinion, no advice and Im not trying to convince anyone :)
  7. J

    Shorting Oil, Hedging Tesla

    true. you also have the option to sell some stock and let the rest run. Some of those oil names (especially the little ones, not necessarily Exxon) are really really cheap right now. But only time will tell what happens with oil, i for my part believe that a lack of investments and supply...
  8. J

    Shorting Oil, Hedging Tesla

    I dont argue with your point that Plug Ins will eat into gasoline demand. I just misunderstood your initial statement as "50% pure EV in 2023". I believe Plug-Ins (even if they have only 50-100 miles of range) are the best solution right now. As you said, for most people it is enough, and even...
  9. J

    Shorting Oil, Hedging Tesla

    Okay, i understood your post as 50% EV market share. If you include Plug ins, the goal becomes a lot more realistic, but i still believe it will be a success if it reaches half of that. But thats something only time will tell. For the general situation in regards to Oil: I also think that the...
  10. J

    General Discussion: 2018 Investor Roundtable

    look at avoigts post.
  11. J

    General Discussion: 2018 Investor Roundtable

    did i, in any way, compare the i3 and the model X? I dont think so. I simply stated that BMW will not discontinue the i3 because it is selling decently enough and is good for BMWs image. Work on your reading comprehension or dont answer my posts
  12. J

    General Discussion: 2018 Investor Roundtable

    Maybe they thought about that, but i dont believe they will do that. The i8 maybe, its a great car to look at but certainly has disappointed in regards to sale. The i3 is selling better and better in Europe and i am certain they will keep it untill 2020, if only for eco-friendly image and...
  13. J

    General Discussion: 2018 Investor Roundtable

    Yes, i think 100k electrified vehicles is a pretty good achievement. This year, for example, BMW has sold more i3 in Norway than Model S or X. Im not arguing that they are behind Tesla in regards to total EVs sold, but the whole sentiment here ist that they are "at least 5 years" behind, and...
  14. J

    General Discussion: 2018 Investor Roundtable

    First, the Article says "Milliarden", which usually means a couple - several billions. So im not making anything up. Second, Tesla will not be building 300k cars this year. Imo, they wont even be close. Third, of course it is a plan that will take time. Unlike Tesla, BMW is know for keeping...
  15. J

    Shorting Oil, Hedging Tesla

    You think EVs will have a 50% market share in 2023 + 2-4 years? that is 7-9 years from now!!!! there is absolutely no way on earth that this will happen. Zero percent. If you happen to be a betting man (if this is not allowed on this site im sorry) i would like to do a little side bet with you...
  16. J

    General Discussion: 2018 Investor Roundtable

    first of all, it is at least MORE than 1b, as i understand it it is SEVERAL billion dollars. If we say its only 2 billion, that would be 300k by your calculation. That is three times as much as Tesla produced last year. And dont come with 500k M3 per year, plans are one thing, and as you can see...
  17. J

    TSLA Market Action: 2018 Investor Roundtable

    might want to refresh that chart
  18. J

    General Discussion: 2018 Investor Roundtable

    and why is that? the fact that - no law enforcement was called - no 8k was filed - no criminal charges were filed, only civil - the defendant seems to be pretty sure about his case all make my post look better, not worse. And to the guy being proud of his son working at GA4: Your kid seems...
  19. J

    TSLA Market Action: 2018 Investor Roundtable

    thats kinda the point of the shorts. Elon is lying, simple as that.
  20. J

    General Discussion: 2018 Investor Roundtable

    The fact that Elon is now resorting to blaming blatantly illegal activities like industrial espionage and sabotage for his failures suggests the endgame is indeed near. here, fixed that for you
  21. J

    TSLA Market Action: 2018 Investor Roundtable

    is that the same source that called 4k a week 2-3 month ago?
  22. J

    General Discussion: 2018 Investor Roundtable

    Well, Well, the electric Actros from Daimler will be ready by then, and also an electric Sprinter. Tesla Semi? Not even a plan for a factory.
  23. J

    General Discussion: 2018 Investor Roundtable

    i did not, in any way, say that. the statement about profit and 100-130k on the grey market was only about this very specific model 3, nothing about model 3 in general. And seeing dozens of model 3s on ebay for an immediate buy price of 50-54k proves that this statement is complete bull and...
  24. J

    General Discussion: 2018 Investor Roundtable

    Munro, a far more respected name in the automobile sector, came to the result that the parts of the model 3 alone are around 38.000$. Thats a huge ass difference, one of them is extremely wrong, and i doubt that its Munro, but rather the unknown company... Second, the article says that they can...
  25. J

    TSLA Market Action: 2018 Investor Roundtable

    I dont know that study, would be great if you could give me a link to that if its not too much work, sounds interesting. Like i said, i dont know about reducing bubbles and such, but shorts do add value to the discussion about a company. Shorts did help expose Enron and other frauds. Most put...
  26. J

    TSLA Market Action: 2018 Investor Roundtable

    "some 100k" means "some * times 100k" which can be anything from 300k-700k depending on your definition of "some". Sorry you did not understand that
  27. J

    TSLA Market Action: 2018 Investor Roundtable

    You try to twist my words. The original statement was "longs build things, shorts tear things down" i responded that that is a very narrow minded view. Shorts can help to expose fraud and misuse of capital by correcting valuation this does NOT mean that every short position HAS TO be about...
  28. J

    TSLA Market Action: 2018 Investor Roundtable

    No. Most are based on disagreements about valuation.
  29. J

    TSLA Market Action: 2018 Investor Roundtable

    thats a very narrow minded view i think. Shorts help to expose fraud and misuse of capital. Tesla has squandered billions and billions and has some 100k luxury cars to show for that do little to nothing for the environment on a big scale. If other, well functioning companies would have gotten...
  30. J

    Shorting Oil, Hedging Tesla

    thats a great example, thank you for that. Also we have seen a huge improvement in environmental quality in the rich and developed countries since the industrial revolution, If people would not care, why did we spend so much time and money to improve the environment? And its not just because of...
  31. J

    TSLA Market Action: 2018 Investor Roundtable

    Nah i dont have that much time. Im just a small short, and not underwater thanks for your concern, that wants to understand the bull case. But the more i read here, the more i understand that the bull case seems to be statements like yours about teslas dominance, with no reasoning behind it. So...
  32. J

    Shorting Oil, Hedging Tesla

    You have a point with external effects, but electric vehicles are not free of them either. And also, history shows that aspects like the wish for a clean environment get factored in by most consumers and can lead to a change without regulations. But its okay to have a different viewpoint on...
  33. J

    TSLA Market Action: 2018 Investor Roundtable

    "Teslas dominance is virtually guaranteed" - i thin ill go with answer A)
  34. J

    TSLA Market Action: 2018 Investor Roundtable

    Elon pledges a significant amount of his shares to finance SpaceX, Boring and his lifestyle. Please explain how could he buy back shares when he has nearly no cash
  35. J

    Shorting Oil, Hedging Tesla

    The price is the primary guiding mechanism of a free market. Manipulating the price does not disturb a free market? Thats a weird understanding of economics imo...
  36. J

    General Discussion: 2018 Investor Roundtable

    It seems as even Adam Jonas is turning into a FUDster and Hater.. :(
  37. J

    Shorting Oil, Hedging Tesla

    Cant say that i disagree with any of your points. but still: that "planning policy", reasoned with what you think is good and right, is disturbing the free market. And that was what you were complaining about in the first place.
  38. J

    Shorting Oil, Hedging Tesla

    You complain about free markets being disturbed? How about 7.500$ for every Tesla bought? Pure Hypocrisy
  39. J

    General Discussion: 2018 Investor Roundtable

    how can this be FUD? its simply news that a person no longer works for company A and has started to work for company B. So how can an objective report like that be called FUD?
  40. J

    General Discussion: 2018 Investor Roundtable

    quite possible. I sometimes red Twitter myself without having an account. But I´m still very doubtful that this changes ones mind about a stock. But I dont even care tbh :)
  41. J

    General Discussion: 2018 Investor Roundtable

    Couldnt agree more. Tesla is just a battleground stock, and people on both sides are passionate about it. But spending hours a day defending your company/investment and accusing people on the other side that are doing the same of getting paid is ridiculous.
  42. J

    General Discussion: 2018 Investor Roundtable

    So after i asked you to defend your statement with facts, and not just opinions, you just "disagree" the post and drop the topic? whatever...
  43. J

    General Discussion: 2018 Investor Roundtable

    Thats a pretty long text, and as im unfortunately not getting paid to bash Tesla ill keep my answer short. Do you, Mr. Reciprocity, with 3.685 post in a dedicated Tesla forum, a new Twitter Account to battle "misinformation", and your constant ecouragements to fellow Tesla Investors to tweet 10...
  44. J

    General Discussion: 2018 Investor Roundtable

    And why is that? As usual, just an opinion but no facts. JRPs argument was that you have very few followers, and your tweets dont get liked/retweeted much so their visibility is low. Why do you think this is wrong? Please explain
  45. J

    General Discussion: 2018 Investor Roundtable

    I dont want to be rude, but its funny if you think that you make any kind of difference. And thats nothing against you, the shorts posting on twitter dont make any difference either. And regarding facts: For example Tesla Charts creates nearly all his charts from 10-k and 10-q Filings. These...
  46. J

    General Discussion: 2018 Investor Roundtable

    since it does not exist, just like "Tesla Mobility", Adam Jonas would probably give it $103 per share.
  47. J

    General Discussion: 2018 Investor Roundtable

    Thats different numbers than the ones i commented on. But lets look at your assumptions: > 5k M3/week - Yeah, maybe maybe not no one knows so i agree with that > 58k ASP - seems pretty high, but would not rule it out, but im pretty sure it wont be even higher than that > 3,77b revenue - no...
  48. J

    TSLA Market Action: 2018 Investor Roundtable

    Like i said, estimating future EPS for investment decisions is (the only?) way to invest your money, no argument there. The original poster even said that much in his follow up, only his initial post didnt have that disclaimer and made it seem that he does not care about EPS at all, which is...
  49. J

    General Discussion: 2018 Investor Roundtable

    Soooo... assuming a quarter has 13 weeks, 1400 M3 a week is 18.200 M3 in a quarter. 800 million / 18.200 M3 = 43.950$ per car. So let me know one thing: Do you a) believe that one M3 contributes 43.950 of NET PROFIT b) you dont understand the difference between profit/losses and revenue...