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

[MP3Mike]

that we don't have to talk about S&P 500 inclusion anymore!!

What do you mean? Now it is when will it happen, and are they going to do it all at once, or in two tranches. But it should be all over by Christmas.

 

[elasalle]

FUND Managers you have permission to buy as much TSLA as the index allows

 

[TheTalkingMule]

It's gonna take inclusion for me to break even on my options. I think I might be doing something wrong.

Happy days!

 

[ZeApelido]

So when does Tesla join S&P 100 and Dow Jones indices??

 

[EVortex]

AH $453

 

[Curt Renz]

I'm so happy


that we don't have to talk about S&P 500 inclusion anymore!!

 

[Dreadnought]

Probably already reported

The EU Commission under the lead of Ursula van der Leyen (German CDU) has requested a study that came to the conclusion that the CO and NOx emissions need to drop drastically and emission regulation should be tightened strongly and earlier. The plan is to put that new regulation into effect in 2025 and experts state that ICE vehicles are unable to comply therefore if put into effect it would mean that ICE cannot be sold anymore after 2025. It's literally a ban for new ICE vehicles.

Porsche and VW made statements last week before the news broke about regulations are too tough and tried to reduce demands.

The implications for BEV manufacturers are severe and the German car Association VDA already declined to comply and to agree but that the regulations are hard enough already.

Merkel and van der Leyen worked many years as peers in the same Party and Government hence I expect they find a compromise.

As a side effect the new regulation even if only implemented half would required ICE manufacturers to purchase ZEV credits from e.g. Tesla

This is big news and can accelerate the transition. VW but in particular Daimer, BMW and Porsche need to do much more and will be forced to.

Its the start of negotiations but will lead very likely to stronger emission regulation in 2025

Not sure if this is the latest version as it dates back to September but it captures the gist of the EG (expert group) findings:
https://circabc.europa.eu/d/d/works...f144a5f/CLOVE_AGVES_Sept.2020_20200910_V1.pdf

CO and NOx are toxic and therefore primarily an issue in congested areas. If this proposal by the EG ever came to law unchanged, it would make ICE more expensive to meet those higher standards. My take after digesting those slides is that it will more likely rather require drivers to refill their nitrogen additive tank more frequently and increase maintenance cost.

Unfortunately, their research is not addressing the melting iceberg in the room: It's not looking at CO2 emissions. This might be due to members of the EG like emisia selling emissions testing equipment and one doesn't need to measure CO2 emissions as they can be calculated from fuel consumption easily. Their suggestions also don't target average fleet emissions but for individual vehicles. Therefore, it will not result in a double whammy of ICE digging its own grave by sponsoring ZEV.

In summary, this is not the right lever for polititians to pull to have a stab at what's really killing the planet.

 

[Singuy]

The only thing I can think of right now is

Press F5 for BetTesla

 

[ZeApelido]

What do you mean? Now it is when will it happen, and are they going to do it all at once, or in two tranches. But it should be all over by Christmas.

Inclusion is 12 /21

 

[vikings123]

I hope everybody is done shopping their LEAPS lol. Now comes the infinity squeeze? This should be really interesting.

 

[Prunesquallor]

View attachment 609083

Anyone setting up limit sells?

 

[Sanny]

That's not snake jazz nor polynesian elevator music I was expecting.

 

[Mo City]

I'll certainly take a quick 9-10% any day of the week (if it lasts), but the announcement of TSLA joining the S&P 500 doesn't seem to be the explosive event some here predicted.

It will be good to get this in the rearview mirror next month with Q4 deliveries coming out a couple of weeks later.

 

[vikings123]

Just on a whim I bought 20 420 call options last Friday in my regular trading as I had way too much in short term gains and could take some gambles. Given where IV was it was a no brainer. Those are going to print!

 

[Causalien]

I hope everybody is done shopping their LEAPS lol. Now comes the infinity squeeze? This should be really interesting.

Nope cause Elon's rona, I am only 70% finished.

 

[MP3Mike]

Inclusion is 12 /21

Yeah, but normally the funds have a few days to finish their buys. So buying should be done just in time for Christmas. But if they do two tranches like they are thinking about one will be done earlier in December. (Or that is how I read it.)

 

[c041v]

I must admit, after a tough few weeks in RL and feeling constricted by the Bollingers lately, this (S&P) is great news. Glad I dabbled in a into LEAPS, as was suggested by many here.

 

[vikings123]

I'll certainly take a quick 9-10% any day of the week (if it lasts), but the announcement of TSLA joining the S&P 500 doesn't seem to be the explosive event some here predicted.

It will be good to get this in the rearview mirror next month with Q4 deliveries coming out a couple of weeks later.

I honestly don't think anybody understands the squeeze potential, you will have to wait for regular trading tomorrow to see it!

 

[TheTalkingMule]

They probably shouldn't have done this the day a second 95% effective vaccine was announced. My prediction for SP tomorrow is eleventy-billion.

Guess I can't buy those Feb calls I was hoping for on Friday. Ah well. My Nov 20 $450's just went from $1 to something a good bit better.

 

[OrthoSurg]

What’s the good news for a 10% peak AH?