Todd Burch
14-Year Member
Good job to any who bought more under $1,000. You understood the assignment.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I grabbed 50 shares at $952, good guess on my part.
Todd Burch
14-Year Member
jeewee3000
Active Member
What strike price?
IV was pretty high due to the volatility of the sharp drop therefore I didn't see any bargains, TBH.
Knightowl
Whovian
In for 20 more this morning using margin for the 1st time
I'm just waiting for Tesla's lawyer (former SEC staff) to conjure up a scheme that is unusual as a way to force the hand of the SEC - out in public. I'm only hoping at this point, but a bear trap keeps coming to mind.
I know that Elon is prone to being braggadocios, but releasing a whistle and saying "go ahead and blow the whistle on Tesla" makes me feel that this SEC business is a bunch of nothing. I'm also glad he said that vs something like "SEC stands for..."
From my Schwab account:
08:42 AM EST, 12/06/2021 (MT Newswires) -- Tesla (TSLA) received a higher price target Monday from RBC Capital Markets as the firm boosted its forecast for the electric vehicle maker's total deliveries for 2023 through 2025, citing increased expectations for production capacity and demand.
RBC's new price target on Tesla's stock is $950 per share, up from $800. However, the boosted target is still below the stock's Friday closing price of $1,014.97. RBC kept its investment rating on the shares at sector perform.
Tesla Receives Price Target Boost to $950 From $800 From RBC as Firm Raises Delivery Forecast for 2023-2025; Sector Perform Kept
8:42 AM ET, 12/06/2021 - MT Newswires08:42 AM EST, 12/06/2021 (MT Newswires) -- Tesla (TSLA) received a higher price target Monday from RBC Capital Markets as the firm boosted its forecast for the electric vehicle maker's total deliveries for 2023 through 2025, citing increased expectations for production capacity and demand.
RBC's new price target on Tesla's stock is $950 per share, up from $800. However, the boosted target is still below the stock's Friday closing price of $1,014.97. RBC kept its investment rating on the shares at sector perform.
jhm
Well-Known Member
Wow, some of us might take that personally. Some might have families that disapprove of their dad jokes, so this is our only outlet for useless jokes. Just saying, I know people like that.
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HG Wells
Martian Embassy
Repeat after me ...
"Be fearful when others are greedy, be greedy when others are fearful"
Is there a fearful of being too greedy option ?
In for 73 more at 970 to get to a nice round number. First purchase of new shares since 580...
This morning I woke up to a full inbox. I therefore give up! I'm trying to reply individually to emails and PM's plus a few telephone calls. Probably I should have assumed that I'm not yet suffering from senility.
Anyway, thanks for all the encouragement.
I'm having my new charger installed now and expanded solar panels etc so there is less time today exacerbated by Monday morning markets and other issues.
Over the last three days I have heard of several bits of 'rumors' all of which have already had coverage here and elsewhere:
-significant casting news;
- stainless steel forming developments;
-4680 progress;
-production/shipping/sales developments.
All four seem to be somewhat related. All of them seem unexpectedly positive. None are exactly proven yet, so they all remain speculative. Despite that this time I personally believe them and have acted on the expectations.
In casting there seems to have been much broader applications of smaller castings that share some of the metallurgy and other cost benefits as the GigaPress ones, specifically less processing, better ductility and greater corrosion resistance. Net that seems to indicate that smaller, less notable pieces are also becoming cheaper and better. My source claims no direct knowledge but he has been employed in the automotive casting industry for a long time.
The SS forming issues are ones that have been reported but not actually seen. This one seems to have been almost completely related to the SpaceX Starship developments. My source for this one is a former client who is in the steel manufacturing business who describe his firm as 'screwed'. He's always been optimistic in the decades I. have known him.
The 4680 stories are from TMC and others known to delve into these issues. I have no better sources.
Production/Shipping/Sales have multiple conflicting points.
-Current shipping rates and availability from Shanghai seem very tight. TMS sources don't see that as improving soon.
- Tesla has been using new EU ports within the last few months including Koper and several less traditional ones further North.
- Major improvements in supplier quality and ability have been evident in both Shanghai and Fremont, plus the Brandenburg/Austin developments by suppliers seem to be moving quickly, perhaps not quite at 'Tesla speed'
- each new datum on actual sales and deliveries seems to be unusually positive for this time of year, especially.
- 4680's are at production ready status now, but volumes will have too slow a ramp to solve supply weakness in 2022. Related, CATL, Panasonic, LG and others are ramping as quickly as they can and Tesla is getting preference. Why so certain? Because Tesla is using it's liquidity to help them ramp. There is good corroboration on that but everyone involved is anxious to avoid being too specific.
Those of us who have access to MarkLines etc are convinced that Elon's recent 'reduce the quarter end rush' missive is an expression of very high confidence.
Later this week we will have more November reports and more status updates.
Energy products will not get help until 2023 except for a few high priority situations. Expect several chemistry changes to help accelerate the storage side.
I have asked everyone I know what is happening with chip fabs and when ti will improve. I have only a single contact in that industry who assures me Tesla is far better off then are most solar panel makers and automakers but she still expects at least another year of problems. Tesla arguably will be a huge beneficiary from Samsung's new fab investments coming on line. The solar panel issues include several other supply chain problems, and some near-single source raw materials.
This is entirely qualitative statements because I don't want to impede sensitive sources, and because most of this is not yet proven anyway.
Anyway, thanks for all the encouragement.I'm having my new charger installed now and expanded solar panels etc so there is less time today exacerbated by Monday morning markets and other issues.
Over the last three days I have heard of several bits of 'rumors' all of which have already had coverage here and elsewhere:
-significant casting news;
- stainless steel forming developments;
-4680 progress;
-production/shipping/sales developments.
All four seem to be somewhat related. All of them seem unexpectedly positive. None are exactly proven yet, so they all remain speculative. Despite that this time I personally believe them and have acted on the expectations.
In casting there seems to have been much broader applications of smaller castings that share some of the metallurgy and other cost benefits as the GigaPress ones, specifically less processing, better ductility and greater corrosion resistance. Net that seems to indicate that smaller, less notable pieces are also becoming cheaper and better. My source claims no direct knowledge but he has been employed in the automotive casting industry for a long time.
The SS forming issues are ones that have been reported but not actually seen. This one seems to have been almost completely related to the SpaceX Starship developments. My source for this one is a former client who is in the steel manufacturing business who describe his firm as 'screwed'. He's always been optimistic in the decades I. have known him.
The 4680 stories are from TMC and others known to delve into these issues. I have no better sources.
Production/Shipping/Sales have multiple conflicting points.
-Current shipping rates and availability from Shanghai seem very tight. TMS sources don't see that as improving soon.
- Tesla has been using new EU ports within the last few months including Koper and several less traditional ones further North.
- Major improvements in supplier quality and ability have been evident in both Shanghai and Fremont, plus the Brandenburg/Austin developments by suppliers seem to be moving quickly, perhaps not quite at 'Tesla speed'
- each new datum on actual sales and deliveries seems to be unusually positive for this time of year, especially.
- 4680's are at production ready status now, but volumes will have too slow a ramp to solve supply weakness in 2022. Related, CATL, Panasonic, LG and others are ramping as quickly as they can and Tesla is getting preference. Why so certain? Because Tesla is using it's liquidity to help them ramp. There is good corroboration on that but everyone involved is anxious to avoid being too specific.
Those of us who have access to MarkLines etc are convinced that Elon's recent 'reduce the quarter end rush' missive is an expression of very high confidence.
Later this week we will have more November reports and more status updates.
Energy products will not get help until 2023 except for a few high priority situations. Expect several chemistry changes to help accelerate the storage side.
I have asked everyone I know what is happening with chip fabs and when ti will improve. I have only a single contact in that industry who assures me Tesla is far better off then are most solar panel makers and automakers but she still expects at least another year of problems. Tesla arguably will be a huge beneficiary from Samsung's new fab investments coming on line. The solar panel issues include several other supply chain problems, and some near-single source raw materials.
This is entirely qualitative statements because I don't want to impede sensitive sources, and because most of this is not yet proven anyway.
Last edited by a moderator:
woodisgood
Optimustic Pessimist
I even know dads who’ve been told to take their dad hats elsewhere, but I’ve not found a way to foist those upon the forum.
By the way, the bear attack, though mildly successful, smells of desperation. Wonder if they bought into the numerology stuff and are trying to prevent a split?
jhm
Well-Known Member
CPE - continuing professional education. Some professionals would like to scroll faster while bolstering our executive presence and personal branding.
Really curious to see if we actually get above 989. Clear attempt to make sure the stock doesn't get back above it's 50-day moving average. 3rd time now and it's constantly met with a sell wall. I wish this wasn't so easy to predict 
Glad you’re back! ’Less corrosion resistance’ doesn’t sound like a good thing, did you mean ‘better corrosion resistance’?
I almost used margin for the first time today...decided not...but I was really thinking about buy 100 shares
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