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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Drumheller
Active Member
When was the last time Options didn't control TSLA? 2021?
Nikola lost $152.9 million in the quarter and has $121.1 million in cash remaining. I am no math wizard but something tells me that is not good…
Nikola exits European joint venture to focus on hydrogen trucks in North America — CNBC
Nikola exits European joint venture to focus on hydrogen trucks in North America — CNBC
cliff harris
Member
Its actually more likely with every passing day. The assumption is a delivery event in September right? so that has to mean they lock down who the customers are for the first few deliveries, minimum 100, maybe 1,000... so they need to give time for people to get the finances in place, insurance sorted, etc. That must be at least 2 months, so the very latest should be sometime towards the end of July.
I think June/July is basically going to be flooded with Cybertruck sightings as they produce an increasing number and do extensive real world testing. Q2 results may be the final opportunity to load up on the stock before CT shipments take an effect. I'm very bullish about CT as:
1) It de-risks the stock, as production concerns for a new assembly system go away
2) Its the first new market segment for the company for a while, unless you count the trivial number of semis so far
3) it turns CT from a money pit to a revenue earner
4) its another nail in the coffin for Rivian, who are increasingly seen as a failure, rather than a competitor.
Still advising everyone who possibly can, to HOLD or accumulate until cybertrucks are in customer hands. Definitely don't sell below 200, or likely 250. I'm assuming 300 within 12 months.
If you’re not Joe Tegtmeyer. You may want to get a hold of him. He’s been trolling tesla IR (specifically Martin viecha) about this topic.
Dikkie Dik
If gets hard, use hammer
Ah this is nice, South Pasedena PD 100% Tesla
This is actually a topic that has tormented me a bit. I was following PapaFox Max Pain numbers throughout the Tesla bear market of ‘22 and it look like to me when Elon was selling large blocks, the options Sellers were getting wrecked.
Closing prices were way below max pain several times from what I recall. I am no options expert (far from it in fact) but I do sometimes fear that options writers are revenge trading Tesla to try and recoup some losses from 2022.
No.
Typically the Delivery event is insiders and employees. Then customer deliveries one month later.
I think most likely outcome is Tesla waits until that delivery event to announce pricing.
And margins are heading glacially to zero. In 2-300 years it could mean bankwuptcy. They'll have to close down 500 Gigafactories and layoff about 10% of the population of the world. This is serious stuff.
80-90 years ago, dealers were basically one car dealers, at that time they were reliant on the manufacturer and the manufacturer had a lot of power over the dealer. Today dealers have several brands of cars (sometimes under one roof, sometimes in separate dealerships with the same owner). Many dealers are multi-state. The loss of one car brand will not harm them all that much. The dealers now have more power than the manufacturer.
My thoughts exactly. Sometimes I think you are Steven Mark Ryan haha
Whoa! Shots fired!
Agreed on pricing...at the delivery event or after (like the MY AWD).
I really doubt we see actual customer deliveries this year much like with the Semi (but I'm hopeful)
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Apologies for the double reply.
Wanted to peel this out separate. While this is the impression among shareholders and maybe in the Tesla community, there are a lot of people who find the Rivian incredibly appealing.
Though... my personal feeling is Tesla is going to stick pretty close to launch pricing which will harpoon Rivian's ability to charge the huge premium they do. Without being able to sell trucks at $80k+, how does Rivian hit their goal of being break even in 18 months?
Musk and company seemed pretty confident about that "end of Q3" delivery event. That pins customer deliveries in November or even October. I couldn't see them doing a launch event and waiting 3+ months for customer deliveries.
Like they did with the Semi and MY AWD?
Elon has also stated that mass production starts in 2024.
Musk has also said mass production is when they hit ~5,000 units/ week or so. That's 9-12 months after production starts. Customer deliveries start well before then.
With the Semi, Tesla's delivery/ launch even turned over the keys to their first customer.
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