AEB should have been functioning when it added rather than detracted from the safety of the vehicle, I was talking about the timing of the Consumer Report, which seems odd after Tesla announces the release of AEB. More of a scold than anything helpful.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
I suspect that Tesla's release of the update with AEB was prompted by the Consumer Reports downgrade. They probably were planning to release it in package with other Autopilot upgrades, but decided to break it out and release it earlier after being notified about the downgrade by Consumer Reports. Pure conjecture on my part, but I think that was the actual sequence here...
EDIT: Yggdrasill beat me to it.
Not that devoted shareholders like us even care about what others think, but the timing of all these downgrades are like prestaged, it's disgusting.
ValueAnalyst
Closed
Panasonic is likely benefiting from smooth progress towards Model 3 ramp-up.
I don't think we're too far away from TSLA shorts losing grip on the stock.
Did not catch the 8:00 availability of shares for shorting at Fidelity, but at 8:09am there were 1.474 M shares available, with interest rate 1%. This is the third highest availability day since September of last year. The first two, were Yesterday and Monday.
I suspect a repeat of the robust yesterday's borrowing today. Hopefully it does not bring SP down to much, but we have the Consumer Reports downgrade to deal with today...
I suspect a repeat of the robust yesterday's borrowing today. Hopefully it does not bring SP down to much, but we have the Consumer Reports downgrade to deal with today...
ValueAnalyst
Closed
I don't think this is as significant as it may come across at first. It's not really a big vote of confidence when a CEO who already has $10B+ invested in the stock buys another $10 million.
There are two arguments to this news, and I can see the reasoning on both sides.
Bulls will say it's a vote of confidence. I think it's a very good sign that the CEO has $10B+ invested in the stock, that large "active management" institutional investors hold long-term and significant positions in the company, that a large Chinese tech firm recently invested $2.5 billion in the company. Among all this, 10 more millions is peanuts.
Bears will point out that this being another sign that SolarCity was in spitting distance of breaching a covenant before the acquisition, and that Tesla is now taking steps to rectify the situation. I am not yet convinced that this is false. Even if it was true, however, I don't think it would be material given Tesla's scale/undervaluation/future, but it would call into question the reasoning behind the merger, and this is important.
Investors would benefit from increased transparency into SolarCity's financials.
MartinAustin
Active Member
I see these "negative" reports this week (CR on brake issue, 400+ KUKA robots meaning they are "behind", labor union crap) as positives for the stock post ER. These are false short catalysts, which will causing the spring to get tighter as we approach 5/3.
EM knows the CR 'downgrade' is coming out. So, Tesla releases the AEB to AP 2.0 cars this week and he , in effect, buys more stock.
EM clearly cares about the SP of TSLA.
EM clearly cares about the SP of TSLA.
Has Silver Lake also converted?
"On November 17, 2015, SolarCity Corporation (the “Company” or “SolarCity”) entered into an investment agreement (the “Investment Agreement”) with Silver Lake Kraftwerk Fund, L.P. (“Silver Lake Kraftwerk”), the Elon Musk Revocable Trust dated July 22, 2003 and Lyndon Rive (collectively, the “Purchasers”), relating to the issuance and sale to the Purchasers of $113 million in aggregate principal amount of the Company’s Zero Coupon Convertible Senior Notes due 2020 (the “Notes”). The transactions contemplated by the Investment Agreement (the “Transaction”) are expected to close on or about December 7, 2015 (the “Closing”) subject to customary closing conditions. Silver Lake Kraftwerk has agreed to purchase $100 million in principal amount of the Notes, Elon Musk, Chairman of the Company’s Board of Directors, through his trust has agreed to purchase $10 million in principal amount of the Notes, and Lyndon Rive, the Company’s Co-Founder and Chief Executive Officer, has agreed to purchase $3 million in principal amount of the Notes. Messrs. Musk and Rive will purchase the Notes on substantially the same terms and conditions as offered to Silver Lake Kraftwerk".
you COULD buy some portion, instead of 100 shares at 280, ~88 shares at 312.....
the "pebble" is 'just saying..' i have been DCA'ing the last 2 months..34 shares between $262 - $312 raising my basis just a trifle
wave like you don't care what consumer report says 
Looks like there were 1M shares borrowed between 9:48 and 10:09am...
Muaddid
Member
Is it possible that Fidelity would just remove 1million actions from the available pool ? that million would be 80% of today's volume so far...
What would be the reason to do so? I believe they come up with the projection of the demand and decide how many shares to put in the pool daily. Historically they might get additional shares to the pool, almost always before market opens. I do not see any incentive for them to remove shares in the middle of the trading day, unless shares are borrowed.
To make it clear, above is my conjecture, I do not think anybody knows for sure.
MitchJi
Trying to learn kindness, patience & forgiveness
I don't believe that that correlation is accurate. It's a certainty that Tesla will exceed Jonas's expectations for the number of M3's produced.If it were a certainty, every analyst would know about it and it wouldn't be a beat.
At some point before the end of 2018, full autonomy (not necessarily regulatory approval) will definitely be a competitive advantage for Tesla.
Every time someone doubts Elon's on something like this I smile when I remember watching the video of the recycled rocket landing on the barge.
Paracelsus
Active Member
I greatly appreciate your efforts to continue to provide real time information/data points to help all of us learn and understand this process better. I am hoping that some of the observations that were discussed yesterday will continue to be observed in the near term - i.e. a million shares lent to bring the price down and make a million shares available for standing buy orders throughout the rest of the day/week...........that may or may not have been the case but it sure produced a nice steady move up when there was buying demand for those shares yesterday. I don't see the demand to own TSLA shares today to be any less than it was yesterday from a broader perspective.
It is now approaching the end of April. Is it possible funds and large buyers are creating an end-of-month demand on the market as they rotate/transition stocks? That has been discussed by some here but I don't understand the process enough to comment on it. Of course we could get some wonderful data points on 'shares that are lent to create shares available to buy' if TSLA is welcomed into the S&P 500 since this could create a tremendous potential for available shares to buy (and hold). We would thus expect a tremendous amount of shares to be made available for lending at that point if the theory from this board is correct.....(wouldn't we?)
In this instance, I think shares were simply withdrawn from the pool rather than shorted. According to my volume charts, just 400-500k shares were traded during this period, meaning that 1MM could not have been shorted. I have no idea why they would do this, other than to perhaps try to gauge demand or drive the SP down through intense shorting ahead of (good) earnings. When the shorts don't take (all) the morning bait maybe they pull those shares back.
- Status
Similar threads
- Locked
- Locked
- Article
