Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[deffu]

Even if we believed InsideEV numbers for Jan, Feb - we didn't know the EU delivery problems would be so bad. If they had managed to deliver 10k more in EU - TSLA would have never seen 180.

​

Spoiler: FactSet contributors, move along, nothing to see here.

To read tea leaves ... here is what I'd consider.
- Tesla says they will deliver more in Q3 than in Q2
- Tesla has not made major efforts to increase demand in Q3 (infact removed double dipping on incentives)

This tells me they are confident of meeting the target deliveries.

Agree. We need TSLAQ work harder in EU and China to give us more accurate delivery estimation Nos.

 

[EVNow]

That is not prison for protesting. It is prison for disrupting construction and operations.

Like Shorty Air Force chaining themselves to Tesla production lines.

So, 25 years of prison for "disruption". That is literally 20x more time in prison than what the British were giving Gandhi 80 years back for "disrupting construction and operations".

BTW, I do not want shorty airforce to get 25 years in prison if they protest Tesla by chaining themselves to Tesla production lines - though comparing those two is very very weird, to say the least.

 

[Papafox]

But for every buyer there is a seller and vice versa, who’s supplying these shares?

I think during a day such as today some investors get unnerved and want to sell because they believe what they're seeing is the beginning of a trend, rather than a one-time Friday manipulation. Imagine if you did no research on Tesla, bought the stock because you like the cars, and then saw a day like today. It might just bring you to sell mode.

 

[ggr]

But for every buyer there is a seller and vice versa, who’s supplying these shares?

What got me was the title of the piece, which was "Taycan laps Tesla". Normally "laps" means go faster, enough so that you get to overtake the same (moving) car twice. Not that it goes past a stopped vehicle.

 

[Wnuk]

Delaware judge says Tesla board must face trial over Musk's mega-pay package

Had no idea this was a law suit field against Tesla and Musk.

 

[mongo]

Delaware judge says Tesla board must face trial over Musk's mega-pay package

Had no idea this was a law suit field against Tesla and Musk.

Lame.

 

[M3Rider]

Who owns a TV network here to run a new Tesla ad by Viv?
Viv on Twitter

 

[powertoold]

Who owns a TV network here to run a new Tesla ad by Viv?
Viv on Twitter

Bad ad, AP is not FSD. The FSD video shouldn't be used when referring to AP.

 

[Beltsbear]

That is not prison for protesting. It is prison for disrupting construction and operations.

Like Shorty Air Force chaining themselves to Tesla production lines.

These laws are used to charge protestors with the threat of 25 years prison time for blocking a truck. These laws are entirely for corrupt purposes.

Funny how vicious these laws are, more prison time for stepping in front of a truck , then you would get for stealing said truck and running someone over with it ON PURPOSE.

 

[30seconds]

I think I’ll be adding to my position in shares and leaps after the next quarterly call.

Given the success of the Model 3 I don’t see how China GF, model Y are fully priced in unless free cash flow is negative. Euro GF, semi, pickup and plaid drivetrain are just extra cake on top of the cake. Solar & energy are the frosting.

 

[UncaNed]

Take notice of the 282K shares traded first minute of market trading, 481K shares traded final minute, and 81K shares traded at 4:54pm in a pre-arranged trade. The manipulations are being covered same day, but in transactions that don't affect the stock price.

If they don't affect the SP, then how are they "manipulations"?

 

[SpaceCash]

If they don't affect the SP, then how are they "manipulations"?

He's saying the covering is done in a subtle way that doesn't cause the price to fluctuate much if at all

 

[Papafox]

If they don't affect the SP, then how are they "manipulations"?

SpaceCash nailed it. The idea is to sell in a manner that pushes the stock price down the most and then cover in a way that has the least upward push to the stock price. Doing five 40K sales (each within a minute) during normal market trading hours and then covering 200K shares during the 4:00pm minute yields a net pushdown effect. Look how low the volume gets midday. Sometimes you will see a pushdown begin at 2pm and go into close when there's no news and absolutely minimal macro dip to support it. There are lots of ways to affect the stock price if you are a hedge fund which sold call options and you have lots of money available to protect those options.

Usually manipulations are camouflaged by happening simultaneously with another event, such as FUD or a small dip in the NASDAQ. Investors can say, "Ah, I see, the stock is heading down because Mark Spiegel has made yet another brilliant comment (/s)" or "TSLA is just following the NASDAQ today." It's not uncommon to see up to a 7X larger response of TSLA than the NASDAQ dip, and yet investors don't see the manipulation because there is clearly visible a more apparent activity with which to correlate the TSLA dip.

 

[Buckminster]

HuffPost is now part of Oath
Interesting read. Wouldn't this have been a simpler demand message:

1. Governments to incentivise, outlaw, penalise & enable 100% purchasing of EVs, solar, wind, no plastic packaging, no SF6, battery storage power plants, no new gas heated/cooled buildings & positive net reforestation by 2025
2. People / companies to get on with it regardless of the useless governments. Allow them to claim subsidies retrospectively.

 

[LN1_Casey]

seiji on Twitter

I've been following Tesla Japan for... reasons, and recently there has been a number of people tagging them with their newly acquired Model 3. No numbers, but still good news for EOQ!

 

[Buckminster]

Single best ever "not an advert" for Tesla?

Hopefully this will get some traction.

 

[RobStark]

These laws are used to charge protestors with the threat of 25 years prison time for blocking a truck. These laws are entirely for corrupt purposes.

Funny how vicious these laws are, more prison time for stepping in front of a truck , then you would get for stealing said truck and running someone over with it ON PURPOSE.

You have the right to protest.

You don't have the right to stop someone else performing their job and carrying out legal business.

You don't get that right because you believe you are on the side of angels.

That goes to abortion protestors as well as climate protesters. Left,Right, and Center.

Democracy can't function like that.

 

[MarcusMaximus]

These laws are used to charge protestors with the threat of 25 years prison time for blocking a truck. These laws are entirely for corrupt purposes.

Funny how vicious these laws are, more prison time for stepping in front of a truck , then you would get for stealing said truck and running someone over with it ON PURPOSE.

Solution: said protestors should just hijack those trucks at gunpoint and drive them off a cliff. If they get caught, it’s still less prison time than for protesting.

 

[MarcusMaximus]

You have the right to protest.

You don't have the right to stop someone else performing their job and carrying out legal business.

You don't get that right because you believe you are on the side of angels.

That goes to abortion protestors as well as climate protesters. Left,Right, and Center.

Democracy can't function like that.

I feel like you guys are talking past each other. I don’t think the argument is: “people should be able to just randomly block any construction trucks they want for any reason with no punishment”. Rather, it’s that 25 years in prison is an absurd(and arguably unconstitutional) sentence for such an offense. If an 18 year old kid participated in the protests, blocking a truck from starting, they would be thrown in prison until they’re 43. They almost might as well just go all the way with it and give the death penalty.

 

[Fact Checking]

You don't have the right to stop someone else's legal livelihood.

The Keystone Pipeline (Dakota Access) was force-built on dispossessed land owned by others, against the wishes and in violation of the rights of the land owners:

"Many in the Standing Rock tribe considered the pipeline and its intended crossing of the Missouri River to constitute a threat to the region's clean water and to ancient burial grounds."
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So in your world the Koch's right to profit from Canadian tar sands oil fields trumps the property rights, water rights and religious rights of Indian reservation owners, and their rights to peacefully protest the violation of those property rights, water rights and religious rights by the Keystone Pipeline?

The libertarian in you should be deeply upset at this act of using corrupt state power to dispossess privately owned land.

The worries of the property owners were well founded:

Keystone Pipeline Leak Was Twice as Big as Previously Thought | Smart News | Smithsonian

Democracy can't function like that.

These unconstitutional laws were created in response to the express lobbying of Koch Industries who was worried about the Keystone (Dakota Access) Pipeline - which kind of corruption has nothing to do with democracy: it's the perversion of the democratic process for private financial gain.

Like Shorty Air Force chaining themselves to Tesla production lines.

But that's not what these laws do: they don't protect Tesla production from protesters.

These laws were specifically created to protect the oil industry, carefully drafted by Koch lobbyists to exclude green technologies by giving captured state buerocrats the power to designate certain facilities as "critical" - such as pipelines that weren't in production yet and weren't actually critical to anything but Koch profits:

Bloomberg - Are you a robot?

"Bills criminalizing trespassing near oil pipelines, gas processing equipment and other designated “critical infrastructure” passed this year in Indiana, North Dakota, South Dakota, Tennessee and Texas -- building on similar measures previously enacted in Oklahoma and other states."​

No matter which side of the political debate you are on, if stopping a truck non-violently in a peaceful protest to protest the violation of your property rights, water rights and religious rights can lead to more prison time than stealing the truck and murdering someone with it intentionally, if this doesn't disturb you, then there's something deeply wrong with your moral compass and sense of justice.