I feel I am inclined to agree. I think these issues probably have been largely assuaged, otherwise he would not mention them.
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I feel I am inclined to agree. I think these issues probably have been largely assuaged, otherwise he would not mention them.
Sorry I didn't go back far enough in the list of quoted posts. Your post seemed to imply that this happened at the time of the merger, not when the LEAPs expired, hence my clarification.
I'm almost positive a number of large investors have taken advantage of the unjustified drop in Tesla's share price to establish a new position, increase their position to a level where it will be disclosed soon, and possibly work out some sort of partnership with Tesla.
It's a bit funny that anyone can say Apple has scrapped a project that may never have existed. It's very possible the project people are calling the Apple car is really a way for Apple to work/partner with other companies, such as Tesla. I'm still not convinced Tesla isn't a secret Apple incubator.
It's a bit funny that anyone can say Apple has scrapped a project that may never have existed. It's very possible the project people are calling the Apple car is really a way for Apple to work/partner with other companies, such as Tesla. I'm still not convinced Tesla isn't a secret Apple incubator.
The feeling I got from several sources is that Google worked on a part of the problems, but not of enough of the rest of the problems to actually be able to deliver a NHTSA Level 4 or SAE Level 5 suite. And that their development arc might not actually get them there anytime soon, at least not for general purpose light passenger vehicles.
For some people Level 4 might just be that they a vehicle can drive completely unmanned within a specific use case. Like a bus route, or an amusement park, or something else like that. Basically, the SAE Level 4 versus 5, which NHTSA lumps together. In other words, you can have a bus that drives around in SAE Level 4 that never has a human driver in all the conditions it faces, but can't replace a human driver in all conditions that we expect for general purpose light passenger vehicles.
Not sure Google actually has much to contribute to Tesla's effort that isn't already in the research literature or essentially well known. And Tesla obviously does their own testing of various technologies to see if it helps and where it might lead them, as we have seen on various manufacturer test vehicles.
If you are interested in this area, do watch this interview with George Hotz:
As I have said elsewhere, he might not be right and he obviously has his own biased viewpoint, but he is about as candid as any commercial interested party in this arena.
Thinking really hard about converting all TSLA to SCTY so it converts to TSLA again. It's free money...
racer26
Active Member
If you think the merger is going to happen with 100% certainty, and that TSLA isn't going to drop down to the $150s
I have about 15% of my regular TSLA holdings in SCTY but I'd hesitate before going all in on that. There's a non-zero chance the merger doesn't happen. If it doesn't, I'd expect SCTY's share price to immediately drop to $5-10 and then who knows over the long run (taken private?). I'm fine with some exposure to that risk given the arbitrage gap, but not 100% exposure.
Sure, the spread is shrinking today. I think if SCTY can show a good Q3, the deal will very very likely to go through (Not sure whether the vote will happen before that). AFAIK, solarcity is already cutting cost to show a better balance sheet this Q. Tesla Q3 is likely to be good, possibly a blowout.
Solar city equity financing SolarCity raises $305 million in deal advised by Soros' firm.
Is Soros making an investment in Tesla stocks via acquiring scty shares? Looks encouraging to me.
Is Soros making an investment in Tesla stocks via acquiring scty shares? Looks encouraging to me.
Quantum Strategic Partners Ltd appears to focus mainly on Africa. Maybe this has a lot to do with the Give Power Foundation?
Remember how Elon donated ~ $250 million to a charity without stating which charity it was for? Anyone else thinking the charity was the Give Power Foundation?
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FredTMC
Model S VIN #4925
We will see. May power into close. Had relative strength earlier today. Now just in line with market.
Tomorrow is the last day to guarantee recalled shares are available to you. Recording date as early as the 19th.
Tell me high speed traders have nothing to do with this. With their capability to front or back load stocks so rapidly, Tsla is a perfect stock in our really uncertain macro environment and as a disrupter building out so much of its own infrastructure which confuses those who have only the traditional "metric"—e.g., loses divided by number of cars produced.
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I doubt recall sequeeze will happen at this point, the volume today is not enough to support that theory IMO.
FredTMC
Model S VIN #4925
It's encouraging allright, but this is a simple securitization of future revenue streams. No shares or likewise equity investment.
Always a risk for securities with significant insider equity holders, high debt-to-equity ratios, and debt holders simpatico with the insiders.
Most investors/traders are oblivious to the risk unless they have been wiped previously under those circumstances.
stealthology
Member
'..the worst few weeks ever, really..'.
Hasn't Elon been through some bad weeks in his lifetime? I can imagine stress from worrying if the SCTY deal will go through could be pretty high if this is the case. If the deal doesn't go through, that's really bad for him.
Shouldn't he be excited about the potential Q3 blowout? I do understand SpaceX is probably a little more important to him than Tesla though.
Sigh. Any more opinions on the SCTY deal going through?
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