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

[wipster]

Wasn't much, but at least it was up!

 

[VValleyEV]

Trying to catch up here. In two days I fell 800 posts behind!

I still have 300 posts to go and I’m exhausted. Anybody got a TL;DR to cover them?

It would REALLY help if the blog tool could organize by conversation, hiding all responses to a post with a “+” to view them. Actually it would help a lot whether one is caught up or not.

 

[Nocturnal]

IF USB is correct then they are also correct
IF all these are even close TSLA will in fact double in SP....
Bearish UBS Analyst Doubles Tesla TSLA Price Target Before Battery Day

To play devil's advocate, I've spent the last few years telling myself that these analysts are all idiots so when they agree with me I'm a little uncomfortable.

 

[wipster]

IF USB is correct then they are also correct
IF all these are even close TSLA will in fact double in SP....
Bearish UBS Analyst Doubles Tesla TSLA Price Target Before Battery Day

You did read the article didn't you? Their "doubled" amount is in the 320's...

 

[jhm]

Looks like we're camping out around $370. Dreams do come true.

 

[ByeByeJohnny]

Looking at the current state of options, I think $372.50 I the target:

View attachment 587140

Ok, so where is this from? I don't recall anyone ever posting a live updated price target.

 

[ggr]

Semi-mod: 23 posts about Lucid, Lucid charging rate, Wh/mile (related to Lucid efficiency), Lucid this, Lucid that, moved to the dedicated Lucid thread. That's why there is a dedicated thread. @Right_Said_Fred wins arguments about this. --ggr

 

[Curt Renz]

Wasn't much, but at least it was up!

A gain of 0.37% for each of 252 trading days would boost the TSLA share price in a year by more than 2.5 times to $945.

 

[hobbes]

German public TV station Das Erste just aired Elon´s tweet where he is recruiting workers for Giga Berlin. Börse vor Acht (Stock Market before eight), a short daily segment on the economic situation and stock market just before THE main news show Tagesschau, highlighted the problems the German car industry today with truck maker MAN announcing additional job cuts. It ended talking about Giga Berlin, contrasting Tesla´s outlook with the grim situation other car makers are facing (skip to 2:20 in the video) and showing Elon´s tweet, while listing all the types of jobs Tesla is looking for.

That should be the best advertisement for working at GF Berlin. Very fair reporting IMHO and no sign of protectionism. I think having a factory in Germany/Europe will make a big difference also for Tesla customers.

https://www.ardmediathek.de/daserst...ie/das-erste/Y3JpZDovL2hyLW9ubGluZS8xMDk1ODI/

 

[M|S|M MYP]

Gladly take this gain for the week:

Sep 8, 2020 closing SP: $330.21
Sep 11, 2020 closing SP: $372.72

 

[ZachF]

Gladly take this gain for the week:

Sep 8, 2020 closing SP: $330.21
Sep 11, 2020 closing SP: $372.72

Remember, a year ago the stock was $245.

....Before a 5x split.

 

[EdKan]

This is IMO very good. NKLA first discussed, TSLA last discussed. Entertaining.

 

[tinyrodent]

 

[FYMR]

A gain of 0.37% for each of 252 trading days would boost the TSLA share price in a year by more than 2.5 times to $945.

Cheers to that glass half full statement!

 

[Prunesquallor]

A gain of 0.37% for each of 252 trading days would boost the TSLA share price in a year by more than 2.5 times to $945.

I could see this crowd if that actually happened. "Grumble, grumble", then after a year "Holy *sugar*! We rich!'"

 

[ZeApelido]

https://twitter.com/thirdworldtesla/status/1304439264395038721?s=21
View attachment 587121

 

[Artful Dodger]

The snobbish tone used in the "purple patch" quote makes me hope that TSLA doesn't join the S&P. Objectively, I can see their point regarding profitability from the use of credits IF they were the average Joe. However, their research should go beyond the media talking heads and the Seeking Az'oles crowd.

I said, back when I first found TMC, that the Street won't quit manipulating TSLA as long as they can make money from doing so. I don't think that the Street is ready to give up their cash cow. If/when TSLA joins the S&P 500 there are so many funds that would be affected by manipulating TSLA that even the SEC would have to take notice.

Yeah, that 'purple-patch' was some side-eye, wot? There's ALREADY a specific rule requiring that the sum of the previous 4 quarters be profitable, not just the latest quarter to avoid 'flashes-in-the-pan'.

Face it: Tesla is Legit. The S&P old foggies are setting themselves up to be the biggest losers in this contest, and that's shorting something...

But you know what would be a real punk-ass move? Announcing a new S&P 500 inclusion for a not-previously-listed company like Zoom (ZM) the day before Battery Day, just to tank the SP and nullify the bounce expected from all the good news.

I can see those old boys thinking about it right now, wondering how to pull it off.

 

[Blue horseshoe]

Option IV ended at 106%
IV percentile at 47%

With IV coming down premiums are coming down as expected volatility is decreasing. IV percentile at 47% means historically we have been at or below current IV 47% of the time in the last year. Conversely IV has been higher 53% of the time in the last year.

 

[UnknownSoldier]

IV is coming down to the point where it might actually be fun to get some calls again.

 

[Fobble]

You did read the article didn't you? Their "doubled" amount is in the 320's...

That is very bullish sign. Their estimate is generally about half of actual TSLA SP. They must be seeing TSLA going to 750 soon (today's SP is 372 at close)