verystandard
Member
Fast forward months later, all these "Person familiar with the matter" shows up one by one just like clockwork. Hope these shenanigans will end with Twitter purchase (Or not, will soon find out)
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fast forward months later, all these "Person familiar with the matter" shows up one by one just like clockwork. Hope these shenanigans will end with Twitter purchase (Or not, will soon find out)
Artful Dodger
"Neko no me"
Kinda confusing with the BMW i3? I still like "Model 2" personally, but that's just my internal placeholder for now. I recall when Elon switched the factory nomenclature from GF1, GF3, GF4 to Giga Nevada, Giga Shanghai, Giga Berlin. That felt kinda weird if there were going to be 100 Gigafactories total.
Turns out, that's about the time Tesla decided that building fewer, larger factories was the way forward because its the best way to use scarce engineering resources. I think over the past year, we've seen Tesla evolve on car lineup plans too. Now, I think they intend fewer, larger-volume models. So, a truck, a van, a compact car, and a taxi, then I think were mostly* covered.
TL;dr So I expect we'll see a 'Berlinetta' and a 'Peeking Duck', plus a 'Van Go(gh)', and of course JOHNNY CAB!
Cheers!
*gotta have a Tee-bike too! Maybe at Berlin?
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No, unfortunately that is not right. There are both debt components and equity components to this deal. Banks committed debt and are obligated to follow through (at least until April). Equity dollars are what Elon is trying to line up. If he can't secure enough, he potentially needs to sell shares to shore up any shortfall.
If debt financing fell through, the financing contingency might allow Elon to back out of the deal.
I believe there is no financing contingency on the equity piece. That is what is causing all this angst about his having to sell more shares.
Artful Dodger
"Neko no me"
3230 more, and this would have made the news and generated extra publicity
I take it you didn't look at the other ARK funds?
I must have been subconsciously thinking about that and other cars with a "i" at the end (used to mean fuel injected back in the day, like the 320i). The car with the most initials after it's name wins!Kinda confusing with the BMW i3? I still like "Model 2" personally, but that's just my internal placeholder for now. I recall when Elon switched the factory nomenclature from GF1, GF2, GF3 to Giga Nevada, Giga Shanghai, Giga Berlin. That felt kinda weird if there were going to be 100 Gigafactories total.
Turns out, that's about the time Tesla decided that fewer, larger factories was the way forward because its the best way to use scarce engineering resources. I think over the past year, we've seen Tesla evolve on car lineup plans too. Now, I think they intend fewer, larger-volume models. So, a truck, a van, a compact car, and a taxi, then I think were mostly* covered.
Cheers!
*gotta have a Tee-bike too! Maybe at Berlin?
Artful Dodger
"Neko no me"
Yes, you're right on the Options settlement period, its one day or T+1.
As far as I know the SEC proposed rule change to 1 day settlement for shares has not passed yet, so shares settlement is still T+2.
Accelerating to T+1: What You Need to Know
DTCC is helping firms prepare by exploring the impact of Accelerated Settlement and T+1. Watch the video as experts breakdown what you need to know.
www.dtcc.com
Of course, the "3-day rule" isn't a securities regulation, just a trading rule-of-thumb:
"In short, the 3-day rule dictates that following a substantial drop in a stock's share price — typically high single digits or more in terms of percent change — investors should wait 3 days to buy."
Thanks for setting us straight.
Cheers!
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ahh that 3day rule.Yes, you're right on the Options settlement period, its one day or T+1.
As far as I know the DCC proposed rule change to 1-Day settlement for shares has not passed yet, so shares settlement is still T+2.
Accelerating to T+1: What You Need to Know
DTCC is helping firms prepare by exploring the impact of Accelerated Settlement and T+1. Watch the video as experts breakdown what you need to know.
Of course, the "3-day rule" isn't a securities regulation, just a trading rule-of-thumb:
"In short, the 3-day rule dictates that following a substantial drop in a stock's share price — typically high single digits or more in terms of percent change — investors should wait 3 days to buy."
Thanks for setting us straight.
Cheers!
thx
RobDickinson
Active Member
Yeah they absolutely should be looking over SpaceX shoulder on this esp given they are considering using it themselves
Artful Dodger
"Neko no me"
The BoD could simply buy from $5B to $10B of Elon's shares at market prices (typically a Closing price) in a prearranged party-to-party trade. This satifies the publicly-available best price requirement, and transfers all those shares directly to Tesla's treasury, while reporting the transaction to the Exchange in the due course of business.
Shortzes keep driving down the SP, and they are going to burn themselves...
Cheers!
That would be a fantastic outcome.The BoD could simply buy from $5B to $10B of Elon's shares at market prices (typically a Closing price) in a prearranged party-to-party trade. This satifies the publicly-available best price requirement, and transfers all those shares directly to Tesla's treasury, while reporting the transaction to the Exchange in the due course of business.
Shortzes keep driving down the SP, and they are going to burn themselves...
Cheers!
Getting rid of this TWTR overhang can't come fast enough.
They, shortzes, should buy some Burnt Hair perfume and help Elon buy Twitter.The BoD could simply buy from $5B to $10B of Elon's shares at market prices (typically a Closing price) in a prearranged party-to-party trade. This satifies the publicly-available best price requirement, and transfers all those shares directly to Tesla's treasury, while reporting the transaction to the Exchange in the due course of business.
Shortzes keep driving down the SP, and they are going to burn themselves...
Cheers!
The howls of “fwaud” from our TSLAQ friends would be epic.The BoD could simply buy from $5B to $10B of Elon's shares at market prices (typically a Closing price) in a prearranged party-to-party trade. This satifies the publicly-available best price requirement, and transfers all those shares directly to Tesla's treasury, while reporting the transaction to the Exchange in the due course of business.
Shortzes keep driving down the SP, and they are going to burn themselves...
Cheers!
Assuming he needs more cash, I don’t see how doing that immediately doesn’t help both Tesla shareholders and Elon.
RobDickinson
Active Member
2 new colours for model Y in Germany/Europe / middle east only
Quicksilver (replaces MSM) and Midnight Cherry Red.
Cherry Red is much better than 4680!
Surely you’re not serious - suddenly putting 25% - 50% of Tesla’s cash and cash equivalents (per their Q3 deck) towards an immediate stock buyback directly from Musk should not even be in the realm of consideration by the BoD. A smaller amount, with sufficient 3rd party due diligence to advise the non-conflicted board members could certainly be considered, but I’m still hoping that Musk is able to either a) secure enough funding to avoid the (currently all too real) risk of him needing to sell more TSLA, or b) walk away from the deal in some form (unlikely but still my preferred resolution).
RobDickinson
Active Member
Xepa777
Banned
FYI, more anecdotal evidence of falling demand. This is from the Tesla Model Y facebook group. They track prices as prospective owners and prices have been decreasing. Screenshot
Bet TSLA
Active Member
Maybe. But that he's being played because he's getting involved in things he doesn't understand is not so far-fetched.
StealthP3D
Well-Known Member
New Jersey Legislators Aim To Ban Most In-Car Subscriptions
New Jersey officials aren't amused by automakers' attempts to charge for the use of pre-installed hardware in cars, such as heated seats.www.thedrive.com
Maybe we should submit a similar bill, banning your ISP from charging you to connect to their fiber optic network when it's already been installed to the house you paid for! /s
Pretty sure the US government is fairly hostile to any company getting in the way of national security interests (China chip sanctions, technology export, TikTok divestiture).
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