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

[Chickenlittle]

Benzinga - 8 minutes ago: Tesla Motors, Inc. (NASDAQ:TSLA), General Motors Company (NYSE:GM) - GM CEO Mary Barra Says Tesla Not Interested In The UAW Workforce At Ohio Assembly Plant

Why would tesla want to assume liabilities of gm firing people and plant closures. If they need work force just hire and avoid potential problem employees

 

[Chickenlittle]

Bob Lutz coming on to CNBC soon to discuss GM's upward guidance. Should be interesting to see if he takes one of his usual digs at Tesla.

Hopefully he will discuss model3 sales versus bolt as well with explanation of why. Also hope they bring up his prior comments of why companies can’t make a profit on EV sales and explain how they will profit on the new Cadillac EV sales

 

[Curt Renz]

Barrons - 5 minutes ago: Sheldon Whitehouse Buys Tesla Stock, Sells Apple

Whitehouse is a US Senator.

 

[printf42]

Benzinga - 8 minutes ago: Tesla Motors, Inc. (NASDAQ:TSLA), General Motors Company (NYSE:GM) - GM CEO Mary Barra Says Tesla Not Interested In The UAW Workforce At Ohio Assembly Plant

Probably very true, if it’s me, I would be very interested in the plant and workforce, but not the UAW ones.

 

[Chickenlittle]

Just a thought. Maybe Tesla decided to drop the 75 to build up an inventory of 100 only so they can still sell those while they paus production and switch to 2170 and maybe new engine etc.

Minor point but they use motors not engines. After 7 years I still say step on the gas...even worse

 

[uselesslogin]

Green!

 

[Pezpunk]

GREEN

 

[KarenRei]

Why, is that green I see on my screen?

If we close green that'll be six days in a row. Such a long streak only happens rarely, less than once per year on average. Jun. 2018, Mar. 2016, Apr. 2015, June 2013, etc.

 

[mongo]

Barrons - 5 minutes ago: Sheldon Whitehouse Buys Tesla Stock, Sells Apple

The senator bought Tesla stock in two transactions, each valued at between $1,001 and $15,000, on Dec. 28. Filers aren’t required to disclose specific amounts for transactions, only ranges. One purchase was for his personal account, and the other was for a joint account that he holds with his wife, Sandra, a “marine biologist and environmental advocate,” according to his site.

While I'm here, it there a trick to getting the actually article related to the Benzinga links?

 

[JustAaronnoraA]

And we have lift off......

 

[Right_Said_Fred]

* Discussion of Tesla's service network's quality and whether it's hurting the brand is on-topic
* SpaceX is rarely on-topic, although major SpaceX events might have knock-on effects via Musk.
* Where Elon is spending time is relevant, although not major news unless we can tell what he's doing there
* Brexit is one of the biggest macro movers there is. Although "Brexit good v. Brexit bad" debates are tiring.

I believe this thread is structured correctly; it just lacks the mod power to do its primary stated rule, which is: whenever any specific topic starts accumulating too many posts - and the more tangential it is to the stock, the more stringent the limit - it gets moved into a side thread.

As a side note, I think you'll find that almost everyone who has taken the time to write a post complaining about other people writing "off-topic" things has themselves written posts that others consider to be "off-topic".

ED: Um... I just notice that you yourself were posting about where Elon was. But now you're complaining about people posting about where Elon is?

Reporting that Elon had gone to The Netherlands on his way back from China, and being the first to do so in this thread, seems pretty newsworthy and on topic to me. It looks like he came here to get the Model 3 EU homologation on track.

But posting 4 or 5 times at which altitude and in which direction Elons jet was flying over the UK is a whole different thing, if you ask me.

 

[cheshire cat]

Probably very true, if it’s me, I would be very interested in the plant and workforce, but not the UAW ones.

I would guess you' d be up to your ears in litigation--- better to buy the empty house and tell them to leave old furniture in ( antiques ) they don't want the mither of shifting

 

[cheshire cat]

Reporting that Elon had gone to The Netherlands on his way back from China, and being the first to do so in this thread, seems pretty newsworthy and on topic to me. It looks like he came here to get the Model 3 EU homologation on track.

But posting 4 or 5 times at which altitude and in which direction Elons jet was flying over the UK is a whole different thing, if you ask me.

Slack news day lighten up. Green for the rest of the day?

 

[skybluecgreen]

And we have lift off......

Pop coincided with new batch of vins:
Model 3 VINs‏ @Model3VINs 10m10 minutes ago
#Tesla registered 21,308 new #Model3 VINs. ~100% estimated to be dual motor. ~73% estimated to be International. Highest VIN is 229766.

and with an article by Fred in 'massive' (>1,000) Model 3 shipment overseas:
https://electrek.co/2019/01/11/tesla-model-3-shipment-oversea-deliveries/

 

[Sancho]

I prefer this one thread to the two we had last year.

Let’s all try not to get too far off topic here. But I can scroll through off topic stuff pretty fast.

 

[Smokey4141]

Fantastic, thank you very much!

Here's a tabulated version, sorted by revenue value (from bearish to bullish), and left off the irrelevant .1 million digits:

Evercore

UBS

JMP

Goldman Sachs

Undisclosed

Wolfe Research

BofAML

Deutsche

Roth

JPMorgan

Undisclosed

Undisclosed

Thomson First Call Consensus

Elazar Advisors

Macquiarie

RBC

Wedbush

Undisclosed

Piper

Oppenheimer

Needham

Canaccord

[TD2] $6,805m [/TD2] [TD2] $6,820m [/TD2] [TD2] $6,848m [/TD2] [TD2] $6,851m [/TD2] [TD2] $6,895m [/TD2] [TD2] $6,899m [/TD2] [TD2] $6,926m [/TD2] [TD2] $6,976m [/TD2] [TD2] $6,985m [/TD2] [TD2] $7,020m [/TD2] [TD2] $7,032m [/TD2] [TD2] $7,067m [/TD2] [TD2] $7,082m [/TD2] [TD2] $7,084m [/TD2] [TD2] $7,089m [/TD2] [TD2] $7,139m [/TD2] [TD2] $7,188m [/TD2] [TD2] $7,192m [/TD2] [TD2] $7,226m [/TD2] [TD2] $7,440m [/TD2] [TD2] $7,523m [/TD2] [TD2] $7,715m [/TD2]

Yes, and it appears to be pretty clear to me that the shorts are trying to manipulate Thomson First Call consensus as well for Q4'18 TSLA results:

• There's evidence of significant gaming of the First Call consensus by bearish analysts, the top 2 revenue estimates are actually ALL from bearish analysts:
  • "Canaccord" initiated TSLA coverage half a year ago with a bearish outlook. They gave a number of mostly bearish interviews and stopped talking about Tesla after the positive Q3 results altogether ...
  • "Needham" of "Tesla's True Value is 'Closer to $200'" infame has the second highest revenue estimate ... Total silence from Needham after the positive Q3 earnings report.
  • "Oppenheimer" is the first genuine bullish analyst.
• Without the fake revenue entries the true median consensus would be below $7b - at around $6.8b-$6.9b...

Everyone who owns $TSLA stock, options or bonds and agrees that this is market manipulation which is harming investors, please file a SEC Investor Complaint:

SEC Investor Complaint Form​

A sample complaint could be something like:

Suspected illegal market manipulation: two of the most bearish $TSLA analysts (Canaccord and Needham) are apparently gaming the 'Thomson First Call consensus' analyst estimates to manufacture an artificial 'miss' on $TSLA by entering artificially high Q4'2018 revenue estimates 6-8% higher than the consensus, which estimates are not consistent with their publicly bearish views of the company. Their apparent intent is to profit from any adverse price reaction, should Tesla "miss" the artificially heightened revenue consensus.

Similar suspected illegal price and market manipulation distortion of the "FactSet" consensus was performed with the January 2 Tesla (TSLA) "Delivery Report", which created a price drop from a $332 closing price on December 31 to below $300 on January 2 - a more than 10% intraday drop. Bearish analysts entered unrealistically high production estimates for Tesla, which created an artificial "consensus miss" that adversely affected investor sentiment and caused a big drop in the $TSLA price - from which short sellers profited.

As a $TSLA investor I was significantly harmed by their action.

It's a classic 'short and distort' tactic that appears to be illegal according to the Securities Act of 1933, also known as the "Truth In Securities Act".
​

I believe the SEC is obligated to at minimum read every complaint made by an investor. Even if they don't act on it, it creates a track record that later SEC administrations can use to form new policy, restrictions on short sellers, more effective regulation of Wall Street analysts, etc.

So it's helpful to file complaints even if nothing happens straight away - the squeaky wheel gets the grease, eventually.

Non-U.S. investors can file complaints as well.

(Paging @ZachShahan and @Papafox.)

Just so I'm clear.....
If someone thinks Tesla's going to do really poorly.... It's "FUD"...to be mocked...
And if someone thinks Tesla's going to do really well, it's an SEC violation??

I'm beginning to think there are a few here just plain ole' bat-$hit crazy, ya know...
I don't know, man... Kinda coo-coo for Coco-Puffs..... ¯\_(ツ)_/¯

 

[lklundin]

Benzinga - 8 minutes ago: Tesla Motors, Inc. (NASDAQ:TSLA), General Motors Company (NYSE:GM) - GM CEO Mary Barra Says Tesla Not Interested In The UAW Workforce At Ohio Assembly Plant

In her follow up "Ask Me Anything" session GM CEO Mary Barra will wonder whether (Tesla) Bears crap in the woods...

 

[MP3Mike]

While I'm here, it there a trick to getting the actually article related to the Benzinga links?

There is no actual article. If you click the link the first line is "This headline-only article is meant to show you why a stock is moving, the most difficult aspect of stock trading." i.e. there is nothing more than the headline.

 

[MartinAustin]

Back in the GREEN, nice.

Also I notice Tesla opened its 600th Supercharger site in North America today (from www.supercharge.info)

 

[ZsoZso]

And if someone thinks Tesla's going to do really well, it's an SEC violation??

then that someone would not be saying the exact opposite in the "analysis" of TSLA, and would not advice to sell the stock and have a price target much lower than the current price.

Deliberately lying to and missleading investors is SEC violation indeed!