Have people seen this explanation of Gordon Johnson's attitude about Tesla? If this is true, it would explain a lot. I don't follow all the posts on TMC, so this may have been posted earlier.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Have people seen this explanation of Gordon Johnson's attitude about Tesla? If this is true, it would explain a lot. I don't follow all the posts on TMC, so this may have been posted earlier.
Artful Dodger
"Neko no me"
California doesn't release its grip on your income so quickly:
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California can probe when you left, and the burden is on you to show you are not a Californian. Moving sounds easy, but if you aren’t careful, you could end up saying goodbye California high taxes, and hello to a residency audit.
www.forbes.com
StealthP3D
Well-Known Member
As I've pointed out numerous times, an announcement that a split would be performed pending shareholder approval at a special meeting would have pretty much the same effect as announcing a split that already had enough shares to complete. Because it's a given that shareholders would authorize the additional shares.
StealthP3D
Well-Known Member
I agree with @BlackS - it's free social media advertising.
By asking, "If you were going to buy or lease an electric vehicle right now THAT IS NOT A TESLA I REPEAT THAT IS NOT A TESLA, what would you get?", she's basically admitting it wouldn't even be close, Tesla's would take the top spots. And since the people most knowledgeable about EV's would answer with a Tesla, she wants to remove those choices to see what people think is the fifth best (after Models S,3,X and Y) while still getting the input of Tesla fans. It actually makes a lot of sense, if she let people vote for Tesla's then all the non-Tesla runner-ups would be selected by people ignorant about EV's!
if you’re looking for actionable data, why skew the results before they’re collected?
nothing scientific about that.
#2 is the first loser
we could all just block her proactively instead. just sayin
happy hour was as fun as work today
Bet TSLA
Active Member
What's the matter with TSLA this year? It's barely budged compared to last year.
12/31/2019 -> 10/31/2020: $83.67 -> $388.04 (+363.8%)
12/31/2020 -> 10/31/2021: $705.67 -> 1114.00 (+57.9%)
If we were on track with last year TSLA would now be at $3272.72. It might be time to notify the Range Safety Officer that something is wrong with the rocket.
12/31/2019 -> 10/31/2020: $83.67 -> $388.04 (+363.8%)
12/31/2020 -> 10/31/2021: $705.67 -> 1114.00 (+57.9%)
If we were on track with last year TSLA would now be at $3272.72. It might be time to notify the Range Safety Officer that something is wrong with the rocket.
StealthP3D
Well-Known Member
At the Annual Meeting Elon was asked this question said it wasn't time to split the stock yet. While anything could happen with a company like Tesla, I think next year (after the two factories have hired a stable crew) would make a lot more sense. Because if the next split resembles the first split, even a little bit, Elon's going to want all his new employees to benefit from it. If the share price is high when they are hired it could take some time for their employee options to start appreciating. Elon likes to take care of his boots on the ground. Anyone with options already issued is looking at some nice appreciation on them already.
pay more attention to your family -Wow, I go out for family activities and this is what happens when I'm not watching?!
Have a great weekend people!
thanks in advance
apparently it doesn’t depend on who’s running the fedThey can also run out of money too…? (Or is that not a thing)
@MP3Mike @Artful Dodger
Nor accountant, grain of salt
Critical terminology clarification:
9 out of 12 CEO awards "vested", meaning he is eligible to exercise them. Which in this case means shares at ~70 post split. With $70 going to Tesla and a bunch going to taxes (which can be withheld by Tesla). With cost being fixed and taxes being a percentage, the higher the SP is at execution, the more shares Elon ends up with.
This is different than "granted" which would mean he was given them (as unexecuted options with SP-$70 value). "Grant" as used in the CEO plan refers in majority to the plan itself.
At this point, he has no 2018 CEO plan linked assets to tax.
Nor accountant, grain of salt
Critical terminology clarification:
9 out of 12 CEO awards "vested", meaning he is eligible to exercise them. Which in this case means shares at ~70 post split. With $70 going to Tesla and a bunch going to taxes (which can be withheld by Tesla). With cost being fixed and taxes being a percentage, the higher the SP is at execution, the more shares Elon ends up with.
This is different than "granted" which would mean he was given them (as unexecuted options with SP-$70 value). "Grant" as used in the CEO plan refers in majority to the plan itself.
At this point, he has no 2018 CEO plan linked assets to tax.
The Hertz deal finally made me Understand Tesla and the bears vs bulls. I will quote a bear:
This is how the bears see the company. A long string of one time events that are totally unconnected. Events of the type that don’t in any meaningful way indicate that there will be other in the future.
What the bulls see is that Tesla somehow has some different properties than other companies that will lead to many other of these events in the future. That each one time event validates the thesis of this difference and leads to an increased likelihood of other one time events in the future.
Let take a kid T. T won the spelling bee competition, was in the final of Genius Junior and scored near max on SAT. Now it’s time for MCAT. How will the kid do? Expected to make an average score? Slightly above average? Top percentile?
This is Tesla. They have confounded the bears at every step, the bears thought they would score poorly on deliveries but they suprised them at every yearly test. The bears thought they would score low at operating margins, but they scored increasingly high at the last few tests. Then suddenly they win the Hertz competition, that was very unexpected nobody saw that one coming. So what does this say about Tesla? The bears think it doesn’t mean aning, Hertz was just a $4B order, nothing more. The main upcoming test is the 5M vehicles in 2025 test, Hertz test is to the spelling bee test, as the 5M deliveries 2025 test is to the MCAT test.
The bulls they think that the previous tests validates their thesis that the Tesla kid is different. That the Tesla kid is brilliant and good at winning competitions and scoring well at test and will do spectacular in the future. When they here these kids, this is how they feel that Tesla is compared to legacy car companies:
This is how the bears see the company. A long string of one time events that are totally unconnected. Events of the type that don’t in any meaningful way indicate that there will be other in the future.
What the bulls see is that Tesla somehow has some different properties than other companies that will lead to many other of these events in the future. That each one time event validates the thesis of this difference and leads to an increased likelihood of other one time events in the future.
Let take a kid T. T won the spelling bee competition, was in the final of Genius Junior and scored near max on SAT. Now it’s time for MCAT. How will the kid do? Expected to make an average score? Slightly above average? Top percentile?
This is Tesla. They have confounded the bears at every step, the bears thought they would score poorly on deliveries but they suprised them at every yearly test. The bears thought they would score low at operating margins, but they scored increasingly high at the last few tests. Then suddenly they win the Hertz competition, that was very unexpected nobody saw that one coming. So what does this say about Tesla? The bears think it doesn’t mean aning, Hertz was just a $4B order, nothing more. The main upcoming test is the 5M vehicles in 2025 test, Hertz test is to the spelling bee test, as the 5M deliveries 2025 test is to the MCAT test.
The bulls they think that the previous tests validates their thesis that the Tesla kid is different. That the Tesla kid is brilliant and good at winning competitions and scoring well at test and will do spectacular in the future. When they here these kids, this is how they feel that Tesla is compared to legacy car companies:
the yahoo guy said it would bleed up then drop after todays expiration. ok i guessTSLA Option contracts for Oct 29th expiry were off the chain.
Open Interest:
View attachment 727350
Contract Volume:View attachment 727352
Gonna be alota empty bellies in the Hamptons this weekend, I'd wager...
Cheers!
we’ll wait for the inevitable.
larmor
Active Member
Here is a follow up about the holding hands and buying more oil part:
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Where the heck are you working that they have interviews to let you leave?!
insaneoctane
Well-Known Member
Yes, but we need to acknowledge that this UAW pork handout will slow real change. It will make people feel good that they "did their part" by buying a hybrid and they'll receive a fat credit for doing it. It slows the real transition away from oil, costs US taxpayers to do so, and rewards legacy manufacturers for continuing total idiots. Bravo!
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