Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Aieukl378]

This will push the SP below 100.

I positively guarantee a minimum 10%(I think more like 20% depending who they chose of course) rally if that were to happen.

But we would probably need to be below 100 for that to happen so you're probably right.

 

[Aieukl378]

Most people say that. Yet, advertising moves the sales needle.

Sameway most people say they are better than average drivers or are smarter than average.

Yes. My data shows advertising can be effective.

I mean Jesus are we really questioning the effectiveness of advertising?

 

[SO16]

$379.49...and I bought a little here, y'know cause the CEO said it was going private at $420...easy $40 right?

Oh, did I mention his Twitter account sucks?

Did he actually say that Tesla is going private?

 

[Aieukl378]

Did he actually say that Tesla is going private?

Brace yourselves...this is gonna be a bumpy ride:

"Am considering taking Tesla private at $420. Funding secured."

 

[Webeevdrivers]

You can't fix that. Especially if they are completely bogus allegations. No amount of advertising or whatever is going to combat that. The media is happy to eat up this stuff. They are essentially complaints about S and X since Model 3 wasn't even in sale in China until this year.

FUD is going to go to maximum over the next three to six months until Tesla shows signs of profitable quarters again. So the solution is to sell a lot of Model 3s profitably with high quality control. The arguments against Tesla melt away pretty quickly after that.

Totally agree. But the cars won’t be purchased if people only read negative press. Around these parts that is becoming a real problem. In my military days we would have called this a “target rich environment”. Federal and provincial incentives, decent main corridor Supercharger coverage (although no where near as good as Chademo and CCS hence the need for a Chademo adapter), high price of gas, huge middle class, mild climate. But we are seeing it all the time now. More Leafs, more Bolts, but Tesla???, “didn’t they go under last year”.

Real story. Last week at work walking thru the shop. About 8 employees talking about what EV they would buy with conversation going something like this.

“Tesla’s are cool but I would rather buy a Bolt made in North America then see my money go overseas to an Italian company”. I had to stop and correct him but he then corrected me and told me that no, they are assembled in California but all the parts come from Italy. I was busy, had to leave it at “you might want to research that”

How about a little PR indicating that these cars are built in North America with American labour run by North American power made by North American water falling over North American turbines...or (eek) American coal generation.

Potential customer communications? Fail. We have tried for eight months to get clarification on whether there will be a Chademo adapter for the model 3. Not an important issue for most but it is for us because of where we travel in the province. We have tried phone, email to various addresses, opened a twitter account to try Elon directly, smoke signals, whatever. Our Vancouver sales rep assured us that we need not worry as it would be out in a couple months as it already existed for the S and the X and just needed to be tweaked for the three. That was 6 months ago. Seriously? I get it, it’s not important for most buyers but it makes the difference between staying an all EV family for us or having to get a gasser if we go to a Tesla model 3. Sorry. Can’t afford a model S...and it would be tight in the garage.

I love and support Elon and would bear his children...and that’s a trick because

A. I’m a dude
B. My wife is a retired soldier who would kick his ass.

But they need to put some basics of a successful car company in place.

Communications team
Public relations Team.

Just sayin.

 

[maxhelm]

As long s the status quo isn't a US govt. agency and you're not risking 40k employees, billions of dollars invested by share holders etc.

It boils down to this: Do you believe Tesla will be bankrupt?

If not, then just suck it up, and let it play out toward the company mission statement.

I personally don't think Tesla will go bankrupt. They've passed that chasms before - roadsters, ramping of S to 5k/month, and ramping of 3's. They're generating revenue, and most of the profits go back into the company for growth. Thus if there's any financial issue, at worst is that they can slow down the growth, and the vision will be delayed, but the company will not go bankrupt.

So with this perspective, these shareholder's billions invested should be held until the vision is realized, not the day-to-day or month-to-month stock price movement which you agree are manipulated by the media, oil/auto/dealership industries, etc. As the mission is realized at each step, there'll be an inflection where the FUD will have no effect, and the profits will be huge.

Mark my words!

 

[X Fan]

Actually, downtown Phoenix is too difficult for Waymo. Waymo operates in a 100 square mile area of Chandler, Tempe, Mesa, Gilbert and some adjacent suburban type areas in Phoenix. And it has to be preapproved points inside that 100 square mile area. You can't pick random points inside that geofenced area.

+1

Couple the fact that most of Phoenix metroplex is a simple grid whereby most metro areas are not.

 

[SO16]

Most people say that. Yet, advertising moves the sales needle.

Sameway most people say they are better than average drivers or are smarter than average.

Evidently I’m not “most people”. And proud of it!!

 

[EVNow]

He just retweeted a porn site for chrissakes.

What are you talking about ? Unless he deleted it - I don't see *any* links since 25th.

 

[SO16]

Brace yourselves...this is gonna be a bumpy ride:

"Am considering taking Tesla private at $420. Funding secured."

“Am considering” doesn’t sound like a 100% done deal to me. And yes, I purchased about 50k worth of shares at that time too. I should have sold those in December but didn’t. I can only blame myself for that one.

 

[SO16]

What are you talking about ? Unless he deleted it - I don't see *any* links since 25th.

Twitter

I thought it was funny. And Im not a teen.

 

[lklundin]

Reminds me of Apple:

-Flashlight makers and sellers
-GPS makers and sellers
-Camera makers and sellers
-Pedometer makers and sellers
-EKG makers and sellers
-Music stores
-CDs and CD player makers and sellers
-Calculator makers and sellers
-Thomas Guide
-Phone books
-etc.

How about (cell) phone makers?

 

[Navin]

As long s the status quo isn't a US govt. agency and you're not risking 40k employees, billions of dollars invested by share holders etc.

Why are you posting so much today?

 

[Aieukl378]

What are you talking about ? Unless he deleted it - I don't see *any* links since 25th.

My bad...he responded to, not retweet. During the leaf blower stupidity.

 

[bdy0627]

Well...this chart is pretty tellingView attachment 401627View attachment 401627

At least some, if not most, of this current action is a REALLY intense bear attack with heavy shorting focused on ripping down through the $250 support. That obviously then triggered some substantial selling. Not saying there isn't institutional selling, but this stock is uniquely traded as a result of being poorly distributed with consolidated insider ownership and heavy short interest. At times, that dynamic produces big drops that can look like heavy institutional selling even though it's really basically an intense bear attack. This is why TSLA is so intensely volatile, with huge drops and rapid climbs. Take a look at this chart from July 2017 when there wasn't even any news going on, just an orchestrated bear raid surrounding the July 4th holiday. Stock rapidly dropped from $386 to $306 (21%). This was near the ATH level, so there certainly was some profit taking, but the point remains. High volume red candles yet it wasn't because institutional longs were dumping. Look at the rapid recovery over just 5 weeks. That's just TSLA.

 

[JRP3]

Brace yourselves...this is gonna be a bumpy ride:

You're as dense as most of the bears:

"Am considering taking Tesla private at $420. Funding secured."

If I say "Am considering putting you on ignore. Ignore button located." have I ignored you?

 

[cliffski]

I'm actually quite excited for trading to start again. I think we will see a decent recovery. Weekends always give people time to sit and reflect on FUD and realize what bullshit it is.
I just transferred some funds to my dealing account. Not quite able to buy more at this price due to some margin losses, but even a small recovery and ill load up again .

 

[GeoX750]

Bingo. I couldn’t tell you one ad I watched on TV last night and what it was about. However, I do remember the very first time seeing a Tesla, talking to an owner.....and ESPECIALLY driving one.

That being said, I do remember some funny commercials from over the years. Never made me want to buy what they were selling though.

Unless your kitchen is full of generics, your house devoid of any brands, and your clothes from Costco, it's safe to say you have been affected by advertising.

 

[RobStark]

Right, he likes to point out that he has a day time job.

With that in mind, it's notable that CNBC chooses to give him their time...

He hasn't finished building his shop yet.

Rather financially dangerous to give up day job just yet.

 

[Hock1]

The recent $375 drop to $235 of TSLA has been disheartening. So I run this simple TSLA risk analysis in my head:

1) Do I believe EVs will continue to escalate in production (at the expense of ICE) to become the most predominant form of auto transportation for both personal and commercial vehicles in their trillion $ worldwide market? In No, sell my TSLA. If Yes, go to 2.

2) Do I believe Tesla is the worldwide leader in premium EVs, and are they continuing to execute on their mission statement, learning from their mistakes, and growing YoY? If No, sell my TSLA. If Yes, go to 3.

3) Stay the course. Fight the FUD. The tide is changing. Be a part of the change to a brighter future.

"Fight the Fud" is the key right now. MSM is winning the battle to destroy Tesla. IMO, Tesla should not advertise, per se, but should do whatever it takes to get the truth out there. Tesla has to take control of the narrative or, at the very least, neutralize it.