Vad42
Member
Bottom line S&P addition may never happen, but IMO it will happen when almost no one expects it, if I'm on the committee that is the timing I would pick.
So, next Tuesday, then?
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Bottom line S&P addition may never happen, but IMO it will happen when almost no one expects it, if I'm on the committee that is the timing I would pick.
Agree. If there’s no inclusion, then the new additional criterion seems to be “only companies we like”. What’s the point of an index with a criterion like that?The commission makes its index pretty much irrelevant if they don't add Tesla therefore all that they can do is postpone it but they do not have much of a choice if they want to stay in business-like in the past.
We will see what next week brings but after today I expect them to get a ton of pressure.
I was making the exact same comparison in my head as I was listening to his nonsense.Gordon Johnson freezing cold take (From 1902): “Yeah but there’s more horses than motor vehicles, how are cars ever gonna outpace horses? People buy horses. Look at Europe numbers, 98% of people use horses.”
Sorry, I disagreed because adding a bunch of unmeasurable, subjective criteria like that is just crap. The index would lose all purpose.I'm expecting Q3 and Q4 2020 to be profitable so S&P inclusions could happen anytime in the next 6 months.
While I would like it to happen, it is no certainty...
While it has a significant affect of the share price short term, . the fundamentals of the business and revenue growth are more important.
IMO for it to happen there are 3 key criteria:-
The element of surprise is to make sure there is not significant front-running, not adding now may be a way to unwind some of that front running.
- A good entry price
- The element of surprise
- 100% confidence that an infinity squeeze will not happen.
I don't think the share split and the $5B offering were sufficient to prevent an infinity squeeze, They were not necessarily related to S&P addition we don't know if Tesla has had any negotiations with the committee or how those negotiations went.
I was assuming there might be a quiet agreement that the $5B was just the first installment.(this might be the case)
We have to get used to speculation because people love to speculate, Battery Day has shown us that, and also that speculation can be wrong.
Bottom line S&P addition may never happen, but IMO it will happen when almost no one expects it, if I'm on the committee that is the timing I would pick.
They do run a risk that Battery Day might significantly increase the share price, so moving before Battery Day would be ideal but not at the risk of an infinity squeeze..
Sometimes it is not worth saying up all Christmas Night, it is better to get a good nights sleep and be surprised in the morning.
So, next Tuesday, then?
Sorry, I disagreed because adding a bunch of unmeasurable, subjective criteria like that is just crap. The index would lose all purpose.
I sold 9/4 390 puts earlier this week that I didn't buy back for .02 by the close. Wanna take bets on me being assigned with an AH price below 390?
No. It's more like the manipulators knew that a non-announcement of inclusion would be a BFD for Internet option players!seems like a lot of people knew as of 4 days ago tesla wasn’t going to be included!!
If inclusion doesn't happen next week, I still can't make any sense of the offering. If Tesla needed cash, they would have done a traditional offering at a set price. They specifically made the offering in a way where they could benefit from the stock going up but that they would be risking the stock going down. I don't see how they would do that offering without having some sort of contact with the S&P committee. It really makes no sense.
There we go. Keep people on the hook thinking it can still happen. Meanwhile...
Have we not yet realized that Tesla/TSLA will have to do this the hard way from start to finish? What part of old boys club, entrenched establishments, powerful and rich political connections, and billion dollar PER DAY industries do we not understand?
We have to tear it all down. Crush them all. That is when Mother Earth, human existence and TSLA stockholders get their dues. Not a moment before.
I know that sounds overly dramatic, but seriously how could any of you been hanging your hat on S&P inclusion; a secret committee that gets to make the rules up as they go along?! Freaking Etsy. OMG! I couldn’t laugh any harder.
Battery day
If inclusion doesn't happen next week, I still can't make any sense of the offering. If Tesla needed cash, they would have done a traditional offering at a set price. They specifically made the offering in a way where they could benefit from the stock going up but that they would be risking the stock going down. I don't see how they would do that offering without having some sort of contact with the S&P committee. It really makes no sense.
No I'm not questioning Tesla actually raising the money. I definitely could see something being shown at battery day that justifies the need for the money.
My issue is the terms of the offering. If Tesla thought there was even a slight chance they werent getting added this quarter, there's no way you would do offering terms like that. You would simply do an offering at the 480 share price.
No I'm not questioning Tesla actually raising the money. I definitely could see something being shown at battery day that justifies the need for the money.
My issue is the terms of the offering. If Tesla thought there was even a slight chance they werent getting added this quarter, there's no way you would do offering terms like that. You would simply do an offering at the 480 share price. Even Zach's mom would know the stock will drop hard if there's no inclusion this quarter