So has anyone seen definitively what the secondary price was? I have some cash to deploy and will want to purchase right above the secondary price since the underwriters will most likely be providing price support. Or I may just write some puts at the strike closest to the secondary price....
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For what it's worth (nothing really)- I come down on the cap raise/dilution value argument heavily in favor of above posters Johan, Causalian, Garret, Curt Renz, and others of similar ilk. Actually, I'm probably on the outer extreme of those posters.
Disruption in a known capital intensive industry was my initial investment scenario. Since the ModS exceedingly proven success (beyond even Tesla expectation), my position as a stock holder as been that TSLA is massively under-estimating the market acceptance of Tesla product value-proposition. I personally feel my stock is massively under-diluted currently and would gladly exchange capital toward GF2, Plant2, ModY planning, TE expansion, SuperCapacitor R&D, etc.
i.e. Open message to EM- Expand the Earth-goal before moving to Mars
Disruption in a known capital intensive industry was my initial investment scenario. Since the ModS exceedingly proven success (beyond even Tesla expectation), my position as a stock holder as been that TSLA is massively under-estimating the market acceptance of Tesla product value-proposition. I personally feel my stock is massively under-diluted currently and would gladly exchange capital toward GF2, Plant2, ModY planning, TE expansion, SuperCapacitor R&D, etc.
i.e. Open message to EM- Expand the Earth-goal before moving to Mars
Yes, and if you go back a few months when we were in extended discussions about Elon's Feb exercises and Form 4s etc. I told everyone that this exact scenario would happen without question. It was clear that he had a ton of deep in the money options expiring in December and that there was no way to cover the taxes without selling to cover or taking out some massive margin loan.
If you followed the thread and the discussions back then you already knew this was happening in 2016. Timing it with an equity raise is genius in my opinion. The market simply doesn't understand executive compensation and especially option exercise/tax obligations. If he sold to cover at any other time the stock would have tanked thanks to people not understanding the mechanics.
And up we go. Let's stay there this time.
Again you are missing the point, either intentionally or because you're not a native speaker. The point is that of course the company's value instantly goes up! It just gained most of $2B in cash asset. Now, that may or may not be reflected in the price of the stock. Using your own example, though, the price went well above $242 before coming back down for unrelated reasons, and it is now up this morning. Stick to facts, please.
Kallo is a pro, he sees opportunities and bargains. Go all in.
He worked at Stanford Capital Group. Very close to the top spot !
Unfortunately that Madoff guy narrowly beat them: The biggest Ponzi schemes: Stanford vs Madoff
PS: For all dislikers. LinkedIn is your friend, these are the facts: Benjamin Kallo | LinkedIn
PPS: Does the new price target already include the synergies with the 4000 low-orbit satellites and the 2018 SpaceX Mars Mission? Or will these come later in an updated note?
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Gerasimental
Member
When are you taking delivery? Congratulations
Tales from the Future is also a pro! Called the demise of Tesla and impossibility of selling, or building, 20k cars years and years ago. Hang on to every word the guy says! </adhominem>
Really? Please show me when and where I wrote that.
PS: Here's what I actually wrote back in 2013:
BMW Is Apparently Worth 725 Billion Dollars In Teslaland - Comparing BMW And TSLA - Tales From The Future
Why are you so bitter?
Check references to breast feeding.
Elon giving away 250 million to charity, do you think its subterfuge in order to get a favorable judicial view at sentencing?
Krugerrand
Meow
*yawn*
Let us know when you're done editing your post, we might want to check back to see if you've finally said something of value that's not meant to be disparaging or a cheap shot.
FredTMC
Model S VIN #4925
Yeah. Sucks. Murphy was an optimist.
TSLA doing well today despite the macro headwinds
ev-enthusiast
Active Member
Read some posts about people selling some puts.
This is quite a bullish move, high risk, high reward.
Anybody else bullish about short to medium term?
This is quite a bullish move, high risk, high reward.
Anybody else bullish about short to medium term?
And what are your credentials? Mine are in the information section of my TMC profile.
Hogfighter
Professional Lurker
What on God's green earth does this statement have to do with anything. Please read about the difference between growth companies and stalwarts before your next post.
TSLA is also overpriced compared to my breakfast.
ev-enthusiast
Active Member
In case perma bear tftf is not able to find more material bearish information on TM to spread fear about a tumbling SP here, personally I am very happy.
#savage lol. Ignore the haters Curt.
tftf will spin it negatively. I see the cap raise as a positive so long as Tesla isn't pissing away money. We know they aren't and we know this is more of a cushion exercise and to accelerate to plans to bring forward revenues for 2 years. The second I stop seeing Tesla manage cash properly, I'd be out.
Since we're on credentials. I used to manage about $5-6B annual capex spend for a large privately held company that was almost as vertically integrated as Tesla. Of course this is online and some don't know me but it's a fact.
The Blue Owl
Endangerous Herbivore
He knows it's a positive, that's why he's so pissed. TSLA is running away from him for good.
ev-enthusiast
Active Member
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