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

[Stars aligned]

Ihor Dusaniwsky on Twitter

View attachment 453373

Ihor trying to do damage control for the shorts, I guess? Written hastily as the dams break.

 

[Lessmog]

Yellow shorts or brown?

As long as there's no squeeze, I don't really care.

 

[FreqFlyer]

And breached 246, shorts clearly having to regroup and reassess today, by golly gee this is refreshing and fun

Stories like this on the news wire doesn't hurt either.

Tesla Auto Sales Likely To Boom In Asia In 2020 - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha
Tesla Auto Sales Likely To Boom In Asia In 2020

Electric vehicle sales are up sharply in California, mostly due to Tesla
Electric vehicle sales are up sharply in California, mostly due to Tesla

 

[KarenRei]

They won't do it, but I would fall out of my chair laughing if Tesla put a giant vinyl graphic of a toucan on their record-attempt Model S

 

[Fact Checking]

Ihor trying to do damage control for the shorts, I guess? Written hastily as the dams break.

No. Cannot find the tweet right now, but last year Ihor Dusaniwsky wrote in pretty unflattering terms about the Tesla shorts. You might disagree with him, but he's no #TSLAQ tool.

 

[Tslynk67]

Ihor trying to do damage control for the shorts, I guess? Written hastily as the dams break.

Don't agree with your analysis there. It's excellent new if the SP is rising on new buyers rather than short covering. As it goes on, the shorts will get more and more under water, margin calls will be triggered and so on.

I'm expecting an excellent delivery report (not and advice), so if we keep this momentum it could then get another catalyst.

Or this could be buying the rumours and we might see a sell the news event.

Who knows.

 

[Tslynk67]

They won't do it, but I would fall out of my chair laughing if Tesla put a giant vinyl graphic of a toucan on their record-attempt Model S

Well, in Northern Europe, Tesla do appear to have a Supercharger partnership with the Dutch hotel chain, Van der Valk, who's symbol is, you guessed it... so a little sponsorship deal...

Update - have Tweeted Elon and Tesla with your idea, but didn't credit you (yet)

 

[Cherry Wine]

Price is so far above the upper-BB on the daily.

 

[Causalien]

Looks like we are closing that gap at $260 before q3 ER

 

[jhm]

They won't do it, but I would fall out of my chair laughing if Tesla put a giant vinyl graphic of a toucan on their record-attempt Model S

Tesla Toucan say, "Telsa can. You can too, oh-tey!"

 

[Right_Said_Fred]

According to this German car magazine Tesla brought 2 Model S to the Nurburgring, where the team will camp out for three weeks. The cars are being charged with a generator. They have three dedicated spots on three different days, where they have the track to themselves: 18, 21 and 25 September. The one on the 21st is for two straight hours (for which public track time was cancelled).

Model S-Attacke auf den Taycan-Rekord: Tesla entert die Nordschleife

 

[M3Rider]

What is "meh" rally?

 

[Stars aligned]

Don't agree with your analysis there. It's excellent new if the SP is rising on new buyers rather than short covering. As it goes on, the shorts will get more and more under water, margin calls will be triggered and so on.

I'm expecting an excellent delivery report (not and advice), so if we keep this momentum it could then get another catalyst.

Or this could be buying the rumours and we might see a sell the news event.

Who knows.

All the new buyers running in the doors at once and shorts holding steady?
Disagree as much as you want.

 

[Fact Checking]

NextMove has some VW ID.3 initial pricing information, with 3 configurations:

The configurations start "below" €40,000, €46,000 and €50,000 for "Line 1, 2, 3":

• For example the SR+ comes with a panoramic glass roof in all configurations - while for the VW ID.3 you have to go with the €50,000 Line 3 configuration to get it.
• VW's lane keeping driver assistance feature is only part of the €50,000 configuration as well, while the SR+ has it bundled.
• Keyless entry is part of the €46,000 Line 2 configuration - standard with the SR+.
• Parking backup camera, is only part of the €46,000 Line 2 configuration, while standard with the SR+.

I believe that's significantly higher pricing than expected, not sure how they expect to sell these smaller cars when the Model 3 SR+ costs ~€43,000?

 

[Stars aligned]

No. Cannot find the tweet right now, but last year Ihor Dusaniwsky wrote in pretty unflattering terms about the Tesla shorts. You might disagree with him, but he's no #TSLAQ tool.

That's fine. Just his reasoning about shorts having a lot of paper gains doesn't hold water, in my opinion, because at which price will they be able to cover with a limited supply? As someone wrote, buying the cheapest calls might be there hedging strategy...

 

[Tslynk67]

That's fine. Just his reasoning about shorts having a lot of paper gains doesn't hold water, in my opinion, because at which price will they be able to cover with a limited supply? As someone wrote, buying the cheapest calls might be there hedging strategy...

Because most don't care about covering, the vast majority of $TSLA short is oil industry expenses, not traders looking for profits.

 

[Etna]

5% up on absolutely zero news, interesting.

 

[larmor]

Because most don't care about covering, the vast majority of $TSLA short is oil industry expenses, not traders looking for profits.

But recent automobile manufacturers releasing EVs is showing that the market can bear more than just tesla, and the market for EVs is vast. The taycan is actually a blessing in disguise and has shifted the talking points away from discrediting tesla and EVs. So while oil industry (and secondarily weapons manufacturers that sell their product to protect the oil) may be backing the short efforts, at some point there will be no one left to buy gasoline. So shorts really need to start looking (attacking) at porsche, vw, audi, byd, etc. etc...

 

[Unpilot]

Sorry but Tesla is doomed.

Tesla Killer Renault K-ZE Electric Could Be Cheapest EV Yet, Price Starts At $8,700

 

[LJS22]

According to this German car magazine Tesla brought 2 Model S to the Nurburgring, where the team will camp out for three weeks. The cars are being charged with a generator. They have three dedicated spots on three different days, where they have the track to themselves: 18, 21 and 25 September. The one on the 21st is for two straight hours (for which public track time was cancelled).

Model S-Attacke auf den Taycan-Rekord: Tesla entert die Nordschleife

Sounds like Elon made a few phone calls