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General Discussion: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. RobStark

    RobStark Well-Known Member

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    Good Vid on Pending EV Disruption.

     
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  2. avoigt

    avoigt Active Member

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    For those of you wondering what happened yesterday at WallStreet.

    My hunch is it had more to do with the interest for long and media term bonds crossing that with any kind of tweets.

    [​IMG]
    Some people say thats an increase curve and indication for a recession in the works. What speaks against it is the major influence the fed has on the bond market since a while. Still can happen though and clearly a signal to watch.

    More telling would be though if the short term does cross the long term.
     
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  3. Intl Professor

    Intl Professor Active Member

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    OT, as usual.

    Probably old hat for you coders, but for a lay person like myself the following is helpful at least from an historical standpoint.

    The Friendship That Made Google Huge

    Best.
     
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  4. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    New issue. I think the hedges purchase an equivalent amount of stock back from the market, however.
     
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  5. avoigt

    avoigt Active Member

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    I believe the VW CEO Diess urgently needs to talk to Jessie & Zach or better to Ross Tessian.

    VW announced today they will develop their last ICE platform in 2026 and Ross Tessian analysis shows that the last ICE will be sold in 2026.

    Hm, if thats true than I ask myself what VW intends to do with all the brand new ICE cars they are producing with brand new technology.

    If Ross is wrong its just a failed analysis but if VW is wrong ....
     
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  6. 30seconds

    30seconds Active Member

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  7. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Well-Known Member

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  8. RobStark

    RobStark Well-Known Member

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    Let's say Ross is wrong by 5 years.

    In 2026 there will be ~50M ICEv sales.....and ~110M ICEv production capacity.

    How much will legacy automakers need to discount their ICEv in order to move them off dealer lots?
     
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  9. avoigt

    avoigt Active Member

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    That hilarious .... the fun starts at minute 6

    The lessons is the younger the more cool people are using AP.

    Can't wait to have the same fun with my family and loved ones!

     
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  10. RobStark

    RobStark Well-Known Member

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    7,000 Working At Tesla Gigafactory East Of Reno

    "Tesla's battery factory in northern Nevada has created more than 7,000 jobs - 40 percent more than promised - and an additional 8,200 jobs in other local businesses since it opened east of Reno in 2014.

    The Governor's Office of Economic Development said in a report Wednesday 7,059 employees were working in the Tesla/Panasonic gigafactory as of June 30 with average hourly wages of $25.78."
     
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  11. DriverOne

    DriverOne Supporting Member

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    That was an annoying video. For one thing he shouldn't be telling the driver how to operate the vehicle, keep your hands off the wheel, don't touch anything if you feel unsafe etc. Ugh. Totally not how to use AP. I understand he's excited to show off AP's ability, but the way he does it is scaring people.
     
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  12. Buckminster

    Buckminster Member

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  13. electracity

    electracity Active Member

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    The idea that everyone will prefer EV by 2026 is ridiculous.
     
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  14. winfield100

    winfield100 Active Member

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    More like 2024
     
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  15. jhm

    jhm Well-Known Member

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    I don't get why these would be new issues from Tesla. The hedge is roughly a call option that Tesla bought already. Payoff from that option will cover the excess stock price above $360 paid in shares or cash. Tesla is not on the hook to make this payment, only the option writer is.

    TSLA Option
    This mid-Feb call at strike $360 is the closest traded instrument to what the bond option writer is exposed to. Trading at $40/sh, it has delta 0.64. So the hedge should be about 920M/360*0.64 = 1.64M shares, if they are delta hedging. But this is substantially more shares than they would likely need to pay out. For example if the average stock price in Feb is $400, they pay out $102M in cash or 256K shares. So they the option writer should already have more than enough shares on hand.
     
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  16. dha

    dha Member

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    @jhm

    Any chance of an unexpected cash windfall as Tesla unwinds the hedge at a nice premium after distribution?
     
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  17. dkemme

    dkemme Supporting Member

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  18. tander

    tander Active Member

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    If a picture says a thousand words this pretty much sums why Tesla is a classic case study on how to do advertising/marketing...make good products/services and let other people advertise them for you for free. The photo isn't great, but that's a BMW dealership, and a Model X out front, this is the corner of a busy intersection. The Tesla was maybe traded in for a BMW, not sure, and if they had a Ferrari it would probably be in the same place. But still, it's an interesting sign of the times, especially as tsla goes up while the markets are down and surpasses the incumbents in market cap. IMG_4441.JPG
     
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  19. Buckminster

    Buckminster Member

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    Just doing a trip down memory lane. This was written by DaveT on the 9th Aug 2013:
    Could have been written yesterday almost.
    P/e ratio of 50 recommended - still seems reasonable for 2019?
    Got to like the DaveT work all those years back - we stand on the shoulders of giants.
     
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  20. EinSV

    EinSV Active Member

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    Whelp, I guess silence from convertible bond holders did not mean Tesla took the "default" option on the convertibles.

    According to Bloomberg, for shareholders that convert they will pay them 50% in cash and 50% in stock. Nice show of confidence by Tesla in their cash position but at the same time would strengthen the balance sheet versus paying off 100% in cash. Bloomberg - Are you a robot?
     
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