I’ve turned off all the auto-door opens in my ‘15 S to save door latch life after having to replace 2 at $450 each
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I’ve turned off all the auto-door opens in my ‘15 S to save door latch life after having to replace 2 at $450 each
The Accountant
Active Member
The filing delay is like a ticking time bomb for Shorts. The filing can happen tomorrow, next week, next month.
Tick . . . .Tick . . . .Tick . . .
Buckminster
Well-Known Member
Elon just hit 90m followers on Twitter.
80m to 90m in an incredible 30 days! Buying Twitter will have helped more than a little.
Previous were:
80-90 in 30 days (2 April 22 to 2 May 22)
70-80 in 79 days (Jan 13th 22 to 2nd April 22)
60-70 in 116 days
50-60 in 170 days
Obama is #1 at 132m.
Elon making 100m will be a big news story in a month or so.
Looks like it's all up to the macros for us now.
The Accountant
Active Member
yes - working out the math gets a large number of potential vehicles in the backlog.
However, the deposits do cover energy products as well as annual service agreements.
There also may be large deposits for the Roadster and Semi.
Some people keep claiming that the Cybertruck backlog exceed 1 million; I'm a bit skeptical about this but who knows?
Stretch2727
Engineer and Car Nut
Really means nothing to the long term value of the stock.
I think we need to be careful in assuming a split even this year.
Step 1 is for shareholders to increase the number of authorized shares which will likely happen this year at the shareholders meeting.
Step 2 the actual split could take time. I think they just want to have the flexibility to do it in the future at some point.
Stretch2727
Engineer and Car Nut
This is actually how I think of my investments. 50-70% in indexes/cash and the rest in Tesla.Tesla is really funny with their money . . . .they invest like my 30 year old son (bitcoin) and like my 91 year old dad (money market accounts)
I never wanted to be all in on one stock and risk my retirement. I think of Tesla as the icing on the cake. If the icing disappears the cake can still be a nice desert. If there is too much you probably need to remove some. It's served me well.
I was trying to figure out when we should hear when the meeting will occur.
As it was delayed last year to Oct 7th, we'll get 120 of notice *IF* it occurs earlier
Which is covered by this section:
The “Notice Period” is the period not less than 45 days nor more than 75 days prior to the one-year anniversary of the date on which Tesla mailed its proxy materials to stockholders for the previous year’s annual meeting of stockholders. As a result, the Notice Period for the 2022 annual meeting of stockholders will start on , 2022 and end on , 2022. However, if the date of the 2022 annual meeting of stockholders is advanced by more than 30 days prior to or delayed by more than 60 days after the one-year anniversary of the date of the 2021 Annual Meeting, the Notice Period will instead start 120 days prior to the 2022 annual meeting of stockholders and end on the later of (i) 90 days prior to such meeting or (ii) the 10th day following our first public announcement of the date of the 2022 annual meeting of stockholders.
As it was delayed last year to Oct 7th, we'll get 120 of notice *IF* it occurs earlier
Which is covered by this section:
The “Notice Period” is the period not less than 45 days nor more than 75 days prior to the one-year anniversary of the date on which Tesla mailed its proxy materials to stockholders for the previous year’s annual meeting of stockholders. As a result, the Notice Period for the 2022 annual meeting of stockholders will start on , 2022 and end on , 2022. However, if the date of the 2022 annual meeting of stockholders is advanced by more than 30 days prior to or delayed by more than 60 days after the one-year anniversary of the date of the 2021 Annual Meeting, the Notice Period will instead start 120 days prior to the 2022 annual meeting of stockholders and end on the later of (i) 90 days prior to such meeting or (ii) the 10th day following our first public announcement of the date of the 2022 annual meeting of stockholders.
⚡️ELECTROMAN⚡️
Village Idiot
My friend sent me this yesterday, and is worried about it. Sounds like it’s totally made up not even close to possible, but I’m not smart enough to debunk it. There’s no way Elon has $140 billion worth of TSLA put up as collateral, right? Is Reddit even worse than Seeking Alpha? Anyone can post any BS they want?
Krugerrand
Meow
No, that’s not what he said. He did not say the SEC knew the extent of the financial situation. They may have had a good idea, but Elon never said it. He said the SEC threatened to have the banks pull their current (at the time) and future funding if he didn’t lie. Elon said he had to lie. The ‘implication’ of his ‘gun to his child’s head’ was that Tesla needed the banks’ support in that moment. At no time was there any mention about the severity of the situation.
Additionally, you’ve now changed the context of your original post by adding in the SEC. You wrote:
Tesla was very risky around 2017. They could have gone bust trying to ramp Model 3. You couldn't be sure they would make it. Now instead of, "Will they make it or not?", it's "Will they grow fast or will the grow really, really, really fast?"
You, me and the rest of us plebes had NO IDEA the precarious financial situation during Model 3 ramp. We only found out years later because Elon told us. Therefore, as I said, your post was a hindsight comment.
I was quite confident in 2017 that Tesla would make it. In hindsight that would have been misguided confidence. Glad I didn’t know. It would have negatively impacted my beauty sleep.
The Accountant
Active Member
What's missing from the above is that Elon has an additional 93m shares vested from his 2018 CEO Award at a strike price of $70 per share.
When the final tranche (#12) vests, he will have 101.3m shares that he could exercise.
Edit: I believe he can't sell for 3 years after exercising the options but it may be possible to pledge . . .but not sure.
How do they know how much he has leveraged?
If this get that bad, he could pay a $1B divorce fee, and move on. (Position management)
He did not sign any prenups with twitter, so it's gonna be one expensive divorce
- either way buying TWTR looks like a good decision for others until decision comes out.
TheTalkingMule
Distributed Energy Enthusiast
The Accountant
Active Member
I won't link to the article since I'm not sure if the site is safe.
The comments made about Elon's pledged assets seem like good points.
That's not what he said either.
The banks told him they would pull their funding if he didn't settle the SEC case.
Minute 28
Yeah... plus there's that whole $11B he raised last year. On top of the $8B or so this year.
Tesla is still waiting for SEC guidance on the Bitcoin proposal. They do not want that as a distraction.
To your point Megapack deposits are very very large.
yes - working out the math gets a large number of potential vehicles in the backlog.
However, the deposits do cover energy products as well as annual service agreements.
There also may be large deposits for the Roadster and Semi.
Some people keep claiming that the Cybertruck backlog exceed 1 million; I'm a bit skeptical about this but who knows?
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