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

[aubreymcfato]

Re Europe
We're already at 2800 cars without knowing about Germany or France numbers.
Tesla Europe Registration Stats

We'll be probably north of 3500. Maybe even 4000.

 

[azaz]

need institutions to buy back in, only real way to get back to 270+

 

[AlexS]

did the market go down on the China trade talk problem rumors or did fed say something?

 

[Unpilot]

240 is the new 300 I guess

 

[BillnKay]

Robinhood is an easy way to own shares.

Thanks I will look into it, I feel the stock is going to fly. I'm 85 and don't need it, but I want to help

 

[AlexS]

240 is the new 300 I guess

no, it's just max pain for this week

 

[schonelucht]

When Tesla prices the March 2019 convertible back in 2014, the stock was hovering at the $200 band and shot up violently to $250 on the announcement of the offering and then gradually fall back to $200 over the next month. The conversion price was $360 back then.

 

[BillnKay]

You always have to go through a broker to buy. If you pay the fee (which is often $0), you can have them transfer the shares into "direct registration", and then say goodbye to the broker forever. If you pay a larger fee you can get an actual certificate but then you have to have safe place to put it (safety deposit box etc.)

Thanks for the info. I will look in to it

 

[anthonyj]

When Tesla prices the March 2019 convertible back in 2014, the stock was hovering at the $200 band and shot up violently to $250 on the announcement of the offering and then gradually fall back to $200 over the next month. The conversion price was $360 back then.

Tesla was super duper overvalued back then imo. What did they do, 10% of 2018s revenue? That kind of changes things. I think we will start to see slow accumulation now

 

[Chunky Jr.]

They won't stop until Tesla gets 2-3 qtrs of positive cash flow and hopefully profit.

That won't even stop them because it seems that their primary reason for shorting Tesla is basically "Elon is a poopy head". It has nothing to do with the business and any profits will be dismissed as fraud.

 

[Muaddid]

Seriously?
https://www.cbc.ca/news/canada/federal-rebate-electric-car-1.5117934
I was tempted to use this one:
LMGTFY

First thing i did was check the official gov website actually (which was not changed), and yes this came out but again not sure if bad journalism or sneaky info because i couldn't find it anywhere else... we'll see

 

[SO16]

Thanks I will look into it, I feel the stock is going to fly. I'm 85 and don't need it, but I want to help

Well....most of us here think so too. Sadly it really hasn’t for years.

 

[KarenRei]

Killer thread about Skabooshka's 146-page defense filing:

Groggy T. Bear on Twitter

Pretty hard to defend against trespass when you repeatedly post pictures of yourself trespassing

 

[EVMeister]

240 is the new 300 I guess

Mini Sparta?

 

[Remus]

Maybe, though I think unwinding the wave is already factored into their guidance for positive free cash flow in Q2. I expect the wave unwind/higher in-transit inventory to largely be funded by positive cash flow, reduced unsold inventory and reduced receivables.

If they make the GF1 vs Fremont decision for Model Y, they could accelerate external construction on the GF1 extension. All the Model Y equipment is already ordered and payment is likely not due until 4Q19/1H20, so I don't think equipment capex can really be accelerated from here.

maybe I am wrong, I somehow remember they said they need multiple quarters to completely unwind the "wave". maybe they can accelerate that?

 

[SO16]

From this it looks like $314 will be a battleground as most short turn net zero. While $376 is the battleground for short margin call.

It'll be great for Elon to reserve that "one more thing" available immediately when the stock reaches that level. I just hope that Elon understands how to properly cause a squezze and not reveal anything prematurely or overhype other stuff.

Yes... enough with the nice guy tweets to warn ahead of time. This is war.

Twitter

 

[larmor]

Do you have a link?

Dan

No, but it was around 6:30 am pacific time zone on CNBC. They all had such hushed voices, it was almost comical.

 

[Remus]

Hahahaha, you think they’ll stop then? Tesla already did exactly that just Q3/4 of last year. Q1 was the atypical quarter.

Only us bulls see q1 as atypical. Many other sees Q1 as confirmation that Q3 and Q4 are atypical. It would now take more than 2 quarter of profit for people to change their mind

 

[Alphacrux]

Congrats to all the longs who bought the recent dip!

 

[HG Wells]

Some body stopped selling or ran out of shares. Drifting up nicely.