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

StealthP3D

Well-Known Member
Dec 12, 2018
9,773
78,173
Maple Falls, WA
There's no share-holder vote needed for a split, it's a board decision.

There are not enough outstanding shares authorized to effect anything more than a 2:1 split. A shareholder vote would be required to increase the number of shares enough to effect a 3:1 split. I'm not mentioning this because I think shareholders might not approve it but simply because it takes time to effect a shareholder vote.

In other words, it couldn't be a surprise announcement with a short lead time to the actual split as happened the first split (unless perhaps it was a 2:1).
 

Chocochip

Supporting Member
Supporting Member
Nov 17, 2017
804
8,385
UK
I would think that other EV's battery tech could not handle the Tesla Superchargers, since they were developed by fossil fuel engineers :)

That's actually a big one.

I remember in an interview a while back Elon mentioned that in theory Tesla was willing to open its SuC network to other brands' cars as long as they'd work on the same connectivity standard (to not require too much extra work from Tesla to ensure compatibility) and could charge at similar rates, to prevent blocking the chargers too long.
 
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Chunky Jr.

Supporting Member
Supporting Member
Mar 9, 2018
1,562
22,803
CA
As long as there is sufficient capacity, I think it would be great if there were a million+ third party EVs using super chargers every day and paying Tesla something like $20 each per session for the juice. $20M day x 365 days is $7.3B
 

2daMoon

Mostly Harmless
Nov 25, 2020
999
7,685
Terra
Has there been any time in the past year or so where FUD wasn't eventually Bullish?

Yeah, I didn't think so.

Bring out your FUD!

iu
 

thx1139

Active Member
Aug 1, 2014
1,224
4,392
Lemont, IL
Had a friend in the investing world bummed he missed TSLA and how there was so much pessimism about it that caused him to disregard it and not participate.

He now views that past reporting and analysis as being "irrational pessimism".

And I see it hasn't stopped...

View attachment 619729

Heading should really be:

"20% predicted TSLA crash does not happen."

TSLA basically stuck the landing, but you'd never know from CNBC and others.
Honestly this is exactly what I expected today. People that jumped in last couple weeks to try to make a short term buck try to cash out close to the $695 mark. Let them clear out and long termers just stick around.
 
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Knightshade

Well-Known Member
Jul 31, 2017
12,841
19,047
NC
Heading should really be:

"20% predicted TSLA crash does not happen."

TSLA basically stuck the landing, but you'd never know from CNBC and others.



To be fair the 4-digit-SP spike many predicted here and elsewhere didn't happen either.

Overall inclusion was a relatively steady climb without such a huge spike, and as such should have a much gentler pullback as well.

I'm pretty happy with how it's holding up just at the moment...

I do still see a few folks on twitter holding out hope the ETFs didn't "really" get enough shares and they'll get another closing cross spike tonight- so I suppose that might be holding back some sellers... or as others have suggested maybe the benchmark funds are jumping in right now to grab shares $35ish bucks less than the index funds did for an easy win.

It sure looks like the indexers got what they need though (I think we've seen evidence of that from what at least 3 of the biggest 5 so far they already got what they need?) so I think the folks waiting for tonight's cross will be disappointed.
 

15Peter20

Member
Oct 26, 2020
470
2,511
Norfolk
As long as there is sufficient capacity, I think it would be great if there were a million+ third party EVs using super chargers every day and paying Tesla something like $20 each per session for the juice. $20M day x 365 days is $7.3B
Well Ionity in the UK (and Europe I think) charge about $1/kWh to non-Ionity group OEMs (VW group and some others I think), so it's reasonable to return the favour.
 

SOULPEDL

Active Member
Jul 25, 2016
3,439
13,696
Arizona
Gordon Johnson on CNBC this morning, repeating the same old talking points. Nice to see the host calling on it. Of course, they keep giving him the platform, so... Looking forward to Q4 results.

LOL, "TSLA will have more scrutiny now that it's in the S&P 500."

Yes, and it will come from people complaining that they now own the stock as of today. Gordon must have a large following used as an instrument to manipulate the stock. I think he will fade into the night.
 

BlackS

Supporting Member
Supporting Member
Feb 20, 2018
2,799
26,799
USA
Gordon Johnson on CNBC this morning, repeating the same old talking points. Nice to see the host calling on it. Of course, they keep giving him the platform, so... Looking forward to Q4 results.

Gordo again...when will CNBS ever stop having this clown on? Oh yeah...when big oil stops paying them :) It's always groundhogs day when Gordo speaks "Competition, Demand in Europe and China, Regulatory credits....blah, blah, blah." At least he stopped using the word 'essentially'.
 

SOULPEDL

Active Member
Jul 25, 2016
3,439
13,696
Arizona
Gordo again...when will CNBS ever stop having this clown on? Oh yeah...when big oil stops paying them :) It's always groundhogs day when Gordo speaks "Competition, Demand in Europe and China, Regulatory credits....blah, blah, blah." At least he stopped using the word 'essentially'.
And he really puts his money where his mouth is. This on TSLA.

upload_2020-12-21_9-29-53.png
 
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BlackS

Supporting Member
Supporting Member
Feb 20, 2018
2,799
26,799
USA
And he really puts his money where his mouth is. This on TSLA.

View attachment 619736
Yeah...seriously...i really do not think he has ever had any $$ shorted in TSLA nor does he manage actual real $. GLJ research is just a front for big oil. I remember reading Ross Gerber saying his company is not listed or licensed with the SEC and he is committing fraud by offering financial advice.
 

Singuy

Active Member
Jun 28, 2018
4,444
33,465
US
So I think legacy auto not utilizing the Tesla charging network is absolutely the right call. You don't want to support and rely on your competitors charging stations as that will cause Tesla to build more. As they build more, it pushes independent parties out. Pretty soon the competitor that is beating you in EV sales now hold all the power. They can't trust Tesla to say one day start banning or playing with pricing shenanigans as they monopolize the entire infrastructure. Can you imagine if Toyota owns all the gas stations? But that's okay since gas stations are mechanical, in which they can't physically lock a car out. Tesla supercharger can remotely disable or change prices at any time. Knowing that Tesla can triple their network in a year with so much cash on hand, it's scary to give the competitor all the cards while universal charges from the government or 3rd party disappear.

So its the right call for legacy to wait for a free charging network that is government or 3rd party sponsored.
 

TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
7,262
28,035
Philadelphia, PA
To be fair the 4-digit-SP spike many predicted here and elsewhere didn't happen either.
Who here was predicting a 4 digit spike? A lot of us put sell orders in for a few(some a lot) shares at 4 digits, but that was just in case it happened. My prediction, and I think a lot of folks, was that we'd be around $650 rolling into Friday morning and spike somewhere north of $750 up toward $850. 4 digits was literally a fantasy.

I'm interested in seeing how today and tomorrow shake out now that all the front-runners and weak longs have sold. Most shareholders are now indexers or semi-passive institutions and much stronger conviction longs. Do MM's have to deleverage all that SP pushdown from Friday? Do the more determined shorts need to cover now there was no spike and crash? Are more benchmark funds going to blink and buy prior to year-end?

A run up from $408 to $658 is 61% and nothing to sneeze at, especially at already elevated levels, but something still smells fishy too me considering the conviction of TSLA holders. Liquidity should be ultra-tight right now and it would only take one of the above uncertainties to push us back near or over the inclusion price.

Certainly glad I sold 1/3 of my 12/24 $700's @ $37 last week, because they're at $4.50 today. I think MM's would love to keep us below $650 this week and $700 should be no problem, however a couple $700's bought today @ $4 might look pretty good by Wednesday if MM's lose their grasp on $650 and have to retreat and protect $700. Greater than 25% chance of that IMO.

That being said I know next to nothing, something just feels off.
 

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