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Dat is al heel lang het geval (zeker een maand lang). Je zaait onnodig onrust bij mensen.

1 oktober besteld (sr+ deep blue, black interior), vandaag sms gekregen om 4/12 op te halen in Amsterdam.

Het duurt ca. 6 weken met de boot van San Francisco naar Zeebrugge. Ik denk zelfs als je op 14 november zou bestellen, dat je nog steeds een goed kans maakt voor 2019 levering. Let maar op, na 7 oktober en 14 oktober zal de Tesla deadline verder verzet worden.

Major push for Nickel production. This should certainly help push Nickel prices down. Nickel is a major component of EV batteries. Bloomberg - Are you a robot?

ahh yes lowered delivery estimate from 347K to 345K, no not a joke. But hey everyone can run the headline MS lowered estimate on Tesla.

So the manipulative bankers set up Tesla for the big miss. Missing so big says more about the analyst than the company. Except for the ~120 mln in restructuring cost, everything else should've been expected for someone who's full time job is to follow the company and make projections. Common...

I have a strong feeling Model Y will start production Q1 2020. They deliberatly said late 2020 to not cannibalize Model 3 sales now. I recall Elon saying in 2017/2018 ER calls that Model Y production will start in 2019 aspirationaly, but more likely 2020.

I really don't see how this could have significant effect on SP. Looks like 100.000 call contracts will end in the money, at ~$10 on average, that's only worth $100 mln. Daily average dollar volume in the stock is 11 mln shares x $250 = $2.75 bln. So only 5% of the daily $ volume in the stock...

today's rise could be related to european car sales crash of 7,8% in June 2019 that was reported yesterday. My guess is that a lot of European Investors are switching (paritally) to Tesla stock as a hedge on ICE stocks.

it will be funny if Elon increases FY guidance. Given the recent leaks on production increase, and price drop, there is a non-zero probability that this would happen.

Almost $250! IF we break 250, it's an easy ride up to 275 until ER.

he's still very much short Tesla stock and call options. :D:D He goes on to forecast a $840 mln loss for Q2, and needing to raise money in Q3 again. Not worth the reading.

Toilet boy is having a hard time shorting Tesla. Underperforming S&P500 by ~19% this month:eek::eek::confused: If you'd build your portfolio based on a gorilla throwing bananas at random stocks, you'd perform much better, every year, since 2011 when he started his fund. " We remain short...

Daimler's stock is at 6Y low, while BMW's is slightly (3-4%) above the 6Y low. What happens when Tesla builds the European Giga? These companies will be forced to start producing EV's at a massive losses with no battery Gigafactory, writing down massive losses on ICE factories and...

It's been 2 weeks since the last price cut by the master manipulators at the major investment banks. Even though I expect some pushback from them in the next few days, I think the worst is behind us, and they possible can't cut the prices lower than this. Average price target (excl. DB) is...

So what exactly did Jerome's email imply. Is it just higher production rate? what's so secret about that that he wouldn't be able to say in the email and that employees would be so excited? We know it's not: S/X refresh. Not going to happen. Model Y/Semi/Pickup). Way too soon for that. S/X...

Demand for €50k EV's such as the SR+ is gonna go through the roof in Q3/Q4 in the Netherlands. Government is planning to wind down EV tax incentive per 1 jan 2020. Most ppl who reserved other EV's with long waiting list (6-12 months) are canceling their orders and opting for a Tesla. Government...

New short interest position data is released. Greedy shorts hardly covered anything after mutli billion losses in the last few weeks. Looks like they are going all-in into ER. That's going to be a lot of fun with this low volume:) I see couple of catalysts within a month that might initiate a...

So... 1000 model 3's / day + 200 S/X a day = 1200 /day run rate. 1200 * 7 * 52 = 437K or 430k counting for holidays. add 3k/week from Shanghai Giga, and we're already looking at +580k run rate by end of the year. If they can increase Fremont production rate by another 10-20% in the next 6...

volume is ridiculously low. Big money on holiday bah...

I've been thinking on Elon's comment of not selling any cars. This just shocked me. He knew MSM is shortsighted and not ready for this kind of vision talk, he backtracked his comment saying only selling cars at higher prices. But it makes perfect sense if you think about it. If FSD becomes...

Someone is reading TMC ;)

more call option volume (bullish) vs. put option volume (bearish) is bought.

I don't think put/call parity is useful indicator if it's only based on volume (as in barchart.com) and not value-weighted. As you can see below, someone purchased 60k July'19 put options on the $50 strike. These are very cheap and sold for 1-2 cent per contract. Someone buying only 100 ATM...

If they can pull forward sales, they can pull forward costs. I think Tesla pulled-forward Q2 costs in Q1 so they may have a decent chance to end in green in Q2. I strongly believe Elon pushed for a bad quarter in Q1 in order to have positive/profitable quarters going forward. Q1 was a lost...

Saw it on twitter. Elon is currently the longest-serving and most experienced automotive CEO. Alp Soycengiz on Twitter

"We believe we are well positioned to continue growing total production and deliveries in Q3."

no reason for celebration my arss

Yeayh baby, profitability is likely, SP500 here we come!!!

Today was a boring day, with 5 mln shares traded (average is 11 mln), except for this gold. Someone wasted about $60k on a Jul'19 expiration $50 strike put options.

not many votes, but my twitter poll seems accurate

Today the Dutch government presented the climate action plan. overall good for EV's but hardly an ambitious EV push. - no more ICE sales from 2030 - (tax) subsidy of ~3000 euro per EV from next year - CO2 neutral by 2050. - Electricity prices going down, gas prices going up. - Diesel prices...

Wow, just wow. Less than a week before #s. Honestly haven't seen such large cuts before (same goes for GS). What took them 3 months to do the analysis? What's the news? Deliveries?? Nope. Earnings?? Nope. Bad news recently? Nope. Record quarter? Yep. What happens now when all perma bears have...

t Even if you're production constrained you'd like as many buyers as you can to better streamline production. e.g. if you can build 1000 cars a day, and currently 900 is LR and 100 SR+ you'd like to sell 100 additional LR so you'd build 1000 in batches and sell quickly. I find it really...

Ihor is terribly wrong again. Didn't trust his model since last big miss. A simpeler model would give better results. For every 10% movement in stock, adjust SI by 5%.

Dutch June EV sales (as of the 25th). EV market share is 6,7% Tesla market share: 54% #nocompetition and SP+ just arrived.

The Dutch Tesla inventory is almost non-existent, significant sales last month: Model X: 0 Model S: 3 Model 3: 96 Looks like S/X inventory is sold out pretty much around the world except Norway, but down significantly last 2-3 weeks. How would one account for deliveries of returned vehicles...

So here is the highlight from GS research note. GS sees 760k units by 2025. how stupid is that? Tesla could make >760k next year if China Giga is at full force. Someone shared the the note on twitter. https://pbs.twimg.com/media/D9f2vcFWsAA0_o3?format=jpg&name=large...

This is plain and simpel market manipulation. Timing a day before option expiration, a week before #s are released and no material info has been published recently except positive news form the CEO that a record quarter is likely. A downgrade to $158?? What took them so long? All the stated...

Here is Jim Chanos's ADV form from a SEC filing. As mentioned earlier, since last year Investment advisers must disclose all (anon) social media accounts. So his twitter handler is a public info, not a secret...

Actually, under the new SEC rules from last year you have to disclose your twitter or any anonymous social media account to your clients. It's not a secret this is Chanos. "The SEC, beginning in 2018, is requiring registered investment advisors to disclose any social media anonymous accounts...

Like I mentioned earlier, Elon said production was pretty good on shareholders meeting. That's 3 weeks after Elon's leaked emails. Directly contradicting BI bullshit.

Elon said something important during the shareholder's meeting but everyone seemed to have missed it. He literally said "production has been great!" Everyone was so focused on deliveries/no demand, that they missed it. This was the first time he was so positive on production. No bottlenecks...

For those interested, Mark Bullshit Spiegel's fund Stanpyl Capital has been a total disaster since inception, underperforming the S&P 500 almost 55%! At this point I think his only assets under management is his own 401k. "For 2018 the fund was down approximately 17.7% while the S&P 500 was...

First row, open interest 420.. i hope we hit $420 soon so we can retire this number joke.

There is. Capital should be allocated to most efficient use. If company X is wasting it, there must be a way to penalize. I am not against short selling, but when it comes to Tesla it's a whole new level. Media lying daily to save their ads business. It's a crime really.

Completely agree. If you are short and trying to destroy a company, it should be public knowledge. Or if a fund manager trashes another comapny, you should be able to check wether he's short or not.

No, this was end of q1 reporting period. Either, it's a troll or a mini hedge. 420...

NASDAQ is up 0.7%, Tesla 4.7% how is that for mimicing? Yes most of the low volume period it does, but overall this was stock speciifc rise and not macro related. Could be anything really. Maybe shorts were taking profit given that there would be no catalyst for a stock down move anytime soon...

So this is interesting. Chanos' Kynikos fund is long $420k Tesla call options according to the latest 13F SEC filing. Short positions are not shown (not required by SEC) SEC FORM 13-F Information Table Edit: my bad, didn't notice it was posted earlier.