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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Btw, as of this morning Rivian is now the 2nd largest automaker by market cap, behind only Tesla. LOL
Either the TSLAQ kept the TSLA stock artificially so low for years and Rivian follows the stock appreciation TSLA should have or people absolutely don’t wanna miss the next TSLA. Which is TSLA.
Artful Dodger
"Neko no me"
There's somelse deeper that most people have missed. Elon has gone on record for years now stating that he does not desire to own any more of Tesla.
The simple consequence of that position is that, as Elon aquires stock awards, he must sell a portion of his new shares commensurate with the total amount of dilution in TSLA.
And that means dilution from all sources: Cap raises, Employee stock-based compensation, and his various CEO compensation awards.
If Elon DID NOT sell some of these new shares, he would actually own MORE of Tesla, which is against his long-stated intention.
This is as it must be, all is well, return to you homes, good people!
Cheers to the Longs!
I'll admit, I've completely missed that. Which is weird since ~80% of my waking hours are reading or writing Tesla related things. Would you mind linking to a couple of these statements? My search-fu on the topic is noised up by the recent events. Thanks!
I thought SEC was watching this sad TSLAQ. Didn’t know Cassandra was still tweeting. Has he bought all the put contracts he could lately
Oh no! Bezos won't be happy to receive another silver medal.
Obviously he is not. Someone is handling it and you would assume these people has a strategy at getting rid of the shares without causing market disruption considering you have all the indexes linked, robots trading at high frequencies, and hedge funds trying to game the system with their massive put buying to add fuel to the fire. Elon is most likely at spaceX and could give two licks what is happening. But I'm sure his instructions were not "go tank the entire market".Do you really think he's sitting at his computer entering trades himself for this?
Considering the fact that he had to plan this ahead of time, and the fact that Elon knows he needs to spend his time on more important things, I'm sure he's instructed GS, MS or Chase or whoever he banks with to deal with the sale (and options executions).
I don't for one moment think Elon's spending any time on trying to "buy the dip" and "sell into strength". He's decided weeks or even months ago that he needs to sell to exercise his options and pay taxes on that. Then, the richest man on earth, he has available to him the absolute smartest investment bankers on the planet to devise a plan for him that is a win-win for him and Tesla / TSLA.
This plan is then executed.
The Twitter poll was just trolling the woke mob.
What I find funny is that Gary Black on Twitter stated that this is a nothingburger and that 20mil shares would be sold by GS/MS in 2 days without affecting the share pricethat aged like unpasteurized goats milk.
Artful Dodger
"Neko no me"
I'll see what I can dig up for you. My memory tells me Elon made specific comments about not wanting to grow his stake in Tesla during the Fall 2018 "going private" discussions and subsequent shortzeller enrichment curfuffle.
My database from those years is pretty spartan, but I'll try my own "srch-fu" and post any good hits I find.
Cheers!
Nice price for November 11
I thought they were number seven but, nevertheless, I wonder if this gives any OEMs ideas about spinning off electric units. What would Porsche be valued at if VW spun them off as an all-electric company?
CLK350
Member
This story develops super fast .. hard to keep up with the latest - though Alex seems to be mistaken/ misleading, there were more sales, this snapshot only relates to his first sales planned earlier in September
[Edit: c'ed 9:20 AM post hiatus break, needed to go meet a friend] So the story could become very interesting if it indeed is /was the case we're seeing another burn the shorts play, aka Game Theory 301 ( 101 basics, 201 university level cursus, 301 grad research classes ).
1/ Elon tweets the 10% sale 2/ the team sells heavily Tuesday, which encourages the shorts to pile in 3/ the team goes back to cruise mode selling which calms the markets ... 4+ the SP continues its inexorable push upwards, possibly squeezing the shorts, and sells into strength
Meanwhile the retail investor/ traders who haven't gotten the trouble of getting the basic TMC 101 education gets fleeced coming and going, some to the benefit of more astute investor/ traders, the rest to the WS machine.
Back to the grind now, some folks still have other jobs to attend to (however riveting and profitable this watchful investing/ trading is) ; D
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Whoops, 2nd largest US automaker. Missed that caveat.
Artful Dodger
"Neko no me"
Clearly, the sales program halted yesterday when the SP hit exactly $1,000 (read the lowest transaction avg SP in the Form 4s for yesterday).
It's unclear if, how, or when selling continues. Just watch the volume, is my advice.
#NOTADVICE
Cheers!
This is probably from the predetermined plan. We should probably take Elon's word that he is going to sell off 10 percent.
Indeed, the three tranches of F4 filings caused a lot of messed up narratives last night. Tuesday and Wednesday sales were not 10b5-1 plan based.
ZachF
Active Member
I
Lol 90% drop.
Yes, a P/E of ~9 with no debt, a pile of cash, and a 50% CAGR… makes sense. That’s really how Tesla should be valued.
Lol 90% drop.
Yes, a P/E of ~9 with no debt, a pile of cash, and a 50% CAGR… makes sense. That’s really how Tesla should be valued.
Artful Dodger
"Neko no me"
Potentially good news for Tesla and related businesses:
/cloudfront-us-east-2.images.arcpublishing.com/reuters/D2OEL5A4P5OHLIMI5FJSK3JW4U.jpg)
www.reuters.com
Lets Go!
U.S. and China unveil deal to ramp up cooperation on climate change
The United States and China, the world's two largest emitters of carbon dioxide, unveiled a deal to ramp up cooperation tackling climate change, including by reducing methane emissions, protecting forests and phasing out coal.
www.reuters.com
Lets Go!
Not sure what the US can do, short-term. Coal-reduction measures were purged from the infrastructure bill.Potentially good news for Tesla and related businesses:
U.S. and China unveil deal to ramp up cooperation on climate change
The United States and China, the world's two largest emitters of carbon dioxide, unveiled a deal to ramp up cooperation tackling climate change, including by reducing methane emissions, protecting forests and phasing out coal.
Lets Go!
Burry is Strongman/Strongman2!
You heard it here first.
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