If Elon is able to make Twitter a better place than it was before he bought it, I think he will win over a lot of current skeptics/haters. I think that will have a positive impact on TSLA. Basically the opposite of the current Twitter overhang.
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Since Ross (unlike Gary) is a Twitter investor, he has seen the documents. I recall he plainly said that a bridge loan would have been disclosed. I took that to end the bridge loan thesis.He could well have needed 4B (in fact Gary estimated 5B IIRC) if some of the equity investors had withdrawn and he needed a short term bridge loan to close the deal which he's now selling to repay.
Also reminder this thread exists for any further discussion on the funding bit:
Elon & Twitter
Dude, I proved with data that your statement is false. The comment about legacies about to eat Tesla's lunch always cracks me up. We've heard this for YEARS . . . and still waiting. I drive a lot of cars for business trips . . . a LOT. The competition is just giving lip-service still, with...teslamotorsclub.com
FTFYIfOnce Elon is able to make Twitter a better place than it was before he bought it, I think he will win over a lot of current skeptics/haters. I think that will have a positive impact on TSLA. Basically the opposite of the current Twitter overhang.
So what can help us in near future?
- Elon saying he’s done selling? I don’t think he’ll say that again…
- what ever happened to moodys credit upgrade being a catalyst?
- cybertruck specs page and unveil
- q4 pd numbers
- good cpi print
- Pepsi semi deliveries and reviews perhaps?
- buyback announcement
- fsd major update/release
- fed easing rate hikes
Missing anything?
I don't know if any of those will affect the stock price.So what can help us in near future?
- Elon saying he’s done selling? I don’t think he’ll say that again…
- what ever happened to moodys credit upgrade being a catalyst?
- cybertruck specs page and unveil
- q4 pd numbers
- good cpi print
- Pepsi semi deliveries and reviews perhaps?
- buyback announcement
- fsd major update/release
- fed easing rate hikes
Missing anything?
If Elon is able to make Twitter a better place than it was before he bought it, I think he will win over a lot of current skeptics/haters. I think that will have a positive impact on TSLA. Basically the opposite of the current Twitter overhang.
So what can help us in near future?
- Elon saying he’s done selling? I don’t think he’ll say that again…
- what ever happened to moodys credit upgrade being a catalyst?
- cybertruck specs page and unveil
- q4 pd numbers
- good cpi print
- Pepsi semi deliveries and reviews perhaps?
- buyback announcement
- fsd major update/release
- fed easing rate hikes
Missing anything?
People need to stop looking at nasdaq big techs PE and start looking at the Dow. Huge flight to "value stocks" have sky rocketed those PEs way beyond tech. Currently tech is the new "value" because rising rates is bad for "growth stocks" so therefore you put money into companies that doesn't grow and jack up their PE as if they will have earnings growth with forward PE compression.Isn't even 60 considered an extremely high PE ratio? Google suggests that investors favor PE around 20 to 25. By this measure, TSLA should be around $75 today. I've always suspected it was vastly overpriced due to market over-exuberance. The S&P500 is down to 80% of its price from a year ago, while TSLA is down to half of what it was at that time. I fear that Elon has come unhinged and the over-enthusiastic market has gotten scared of him.
I am a total Tesla fanboy and my Model 3 is the best car on the road. But I fear that TSLA is finally approaching a realistic price. Sure wish I'd sold when it was $1,200 before the latest split.
...Basically the opposite of the current Twitter overhang.
Yes. It has been. Global depression can change it.Isn't it 50% YoY growth for the next several years?
From what I understand about his business plans, I think they will work, it will be a much better product, and likely a profitable company.If he can fix this dumbster fire than he can truly fix anything and is the greatest engineer of all time.
People need to stop looking at nasdaq big techs PE and start looking at the Dow. Huge flight to "value stocks" have sky rocketed those PEs way beyond tech. Currently tech is the new "value" because rising rates is bad for "growth stocks" so therefore you put money into companies that doesn't grow and jack up their PE as if they will have earnings growth with forward PE compression.
Yes it's just that stupid right now.
Can anyone afford a Cybertruck now?I need a pick me up so when should we see the CT configurator go live? Isn't it about 6 months prior to first deliveries?
Y was configured at the time you "ordered" - not a deposit. CT is a deposit s o being handled differently.Can anyone afford a Cybertruck now?
I was thinking the config tool would come online just a few weeks before deliveries. How close was it for the Model 3/ Model Y?
You're not the only oneI just started a new home search a week ago.