-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Is the overhang gone though? If we have to believe Gary Black then Elon still has to sell $2 billion of stock to reach the amount he needs for a takeover at $54.20. If that is true the stock will be paralysed until earnings, because Elon cannot sell before earnings.
He may even kill a rally that follows a good earnings report if he uses it to sell. Past experience shows he will likely simply dump his shares at the earliest opportunity and get it over with.
So let’s hope Gary is wrong and Elon soon tweets he already has enough funds.
It'll be good to get Twitter nonsense out of the way before quarterly results are out.
Solid chance most/ all of the bad news for the quarter is priced in after this Monday's collapse and the actual earnings will be fine. Getting rid of the negative overhang from Twitter as well will be a big relief and if earnings are bang up in spite of the deliveries number (maybe?), should clear the way for a decent run into 4Q. If this quarter's earnings turn out to be mediocre then all the more reason to have this out of the way.
I personally don't care much if Musk buying Twitter is "Good" or "Bad", it was hurting Tesla short term so it'll be nice to have this behind us. The timing here for us as shareholders would work out well. Better would have been this being done 6 months ago, but today, prior to earnings is as good as we can get at this point.
Solid chance most/ all of the bad news for the quarter is priced in after this Monday's collapse and the actual earnings will be fine. Getting rid of the negative overhang from Twitter as well will be a big relief and if earnings are bang up in spite of the deliveries number (maybe?), should clear the way for a decent run into 4Q. If this quarter's earnings turn out to be mediocre then all the more reason to have this out of the way.
I personally don't care much if Musk buying Twitter is "Good" or "Bad", it was hurting Tesla short term so it'll be nice to have this behind us. The timing here for us as shareholders would work out well. Better would have been this being done 6 months ago, but today, prior to earnings is as good as we can get at this point.
Yep, if the deal is happening then Elon will need to sell $2 billion worth of shares. Again. Unless some new investors step up to cover but I do not see that being likely.
The TWTR overhang will still be with us until right after earnings at least. Possibly even a bit longer than that. And we can expect some more share selling by Elon which will of course drive us down even further. It will probably offset any gains we make from ER, so.....yay.
philw1776
Member
It's possibly Tesla Heresy but there are phone apps that identify plants and diseases/problems. Were this retired engineer an engineer at Tesla I'd suggest a port for phone apps such that N such useful apps could be interfaced to Optimus and give it the knowhow. Pay a license fee to app owner.
Easy to say. Really tough to do.
Yup. Only way this isn't a hangover on the stock until 3 days after earnings is if terms of the deal are disclosed and Elon states that he has other investors lined up.
I don't really agree with that at all. Is Elon overpaying for Twitter and thus any investor coming in overpaying? Absolutely
But it's really a get in now or don't until Twitter re IPO's in 3-5 years like Elon stated. If you're a big whale that thinks Elon will clean house in Twitter, turn it into leaner company that has greater influence and thus much better growth and revenue.....then you're absolutely willing to overpay right now.
We will get some filings around the announcement that should clear that up. Entirely possible we know by mid next week if a sale will happen.
2B should be easily had by EM without selling. Even if he did sell, it would be a days worth, versus the relentless hammering we received in the past.
I think people are just really pissed right now that this stock can't get a head of steam without some daily controversy sabotaging it all and are voting with their feet. I could call them short sighted...
Who ya gonna believe, Gary (demand king) Black or Elon (been there done that) Musk?
On being asked in August if he was done selling.
StealthP3D
Well-Known Member
TMC right on cue with a condensing post
This place never fails to have plenty of condensing people. Only TMC will tell an employee that part of their compensation that they rightfully are entitled since they work at a company is something they should be "thankful to have"
How's the view up there from your high horse?
Beam me up Scotty! I want to experience this condensing myself!
That would be awesome. Hope this ends soon as this is what, the 5th time Tesla has dipped because of Twitter? Sigh.
Exactly. Everyone worrying about Elon selling 2 billion more when the reality could just as likely be that those other investors decide to go through with their planned part and then Elon has anywhere from 2-15 billion to put back into TSLA
A friend convinced me to grab a bit of TQQQ shares 1 week ago because QQQ was oversold and anything bought today will be +100% in the next 1-2 years. Since it’s already +10% since I bought it and TSLA is -15% I feel like selling it to buy more TSLA. But then how low could TSLA go if the front runners sell before Elon sell his extra 2B required for the deal. Every red day we are red and Every good green macro day we are red too. Soon CGS will look like a Genius.
Pretty much. TSLA and especially Elon have lost faith and especially patience with investors . I doubt even investment grade rating would cause a large of % of institutional investors to buy in this quarter. I'm expecting TSLA to be dead money till Q1 at this point
TheTalkingMule
Distributed Energy Enthusiast
Overhang being gone far far exclipses a measly $2B potential sale. Especially after so many $6B sales and earnings so close.
I think what we've seen yesterday and today is also a component of that $2B. If you think about it. Clearly folks knew about this Twitter decision at the open Monday.
I'm excited to move forward. I think with a bit more positive Fed news we're ready to rip.
, what would a sale like that do for the stock? 
Hardly perfection and no more than I do myself for my houseplants. It takes little practice to identify drooping leaves or to learn that water makes soil darker. It doesn’t take an expert eye to distinguish between a dying plant and a thriving one. Most anyone can figure out if a plant is responding well to their care.
Plants are living things. Each species has its own specific requirements to thrive. While homes and buildings offer more hospitable (for some plants) and less changeable environments than the outdoors, their own environments fluctuate across days and seasons.
Sure, watering while you are away is great. And as I suggested, maybe Optimus could provide a low, but not entirely useless level of care. However, most people would expect Optimus to take over the watering on an on-going basis. I don’t think Tesla intended for people to conclude that Optimus was competent to do so yet.
Optimus identified a watering can…it picked it up…it tilted the can and, perhaps, poured water into a planter. That’s what we saw. I’m impressed by that. I expect Tesla to focus on other tasks, but have no doubt they could make Optimus more competent to water plants by hand if they so desired.
Can you verify that? I would think that a 10b5-1 plan would, as a matter of course, exclude those periods ( i.e., 15 days prior to end of quarter until 2 days after disclosure of Q results ), but I very easily could be wrong. After doing a bit of research, the only thing I could find relative to establishing, or utilizing a 10b5-1 during a blackout period is this:
Can a Rule 10b5‐1 plan be established during, or designed to permit transactions during, a company blackout period?
An employee or director should review the company’s insider trading policy to determine whether the company permits establishment of a plan during a blackout period or permits trades during a blackout period pursuant to a plan. It is up to the Company whose shares are being traded. IANAL, but it would be prudent not to allow trading during these blackout periods, except in unusual circumstances.
Similar threads
- Locked
- Locked
