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

[nativewolf]

My question is when the sat fleet will be big enough to be used, at least internally at SpaceX/Tesla.

Musk was quoted as saying about 1000 needed to be viable. caseyhandmer.com is a blog with excellent writing on starlink and other space topics. He fails to account for customer acquisition and support costs in his starlink models but that's ok. Technically interesting.

 

[woodisgood]

That’s great! We are talking about a vehicle getting this kind of turn out.
It would be funny if we could get the Model 3 added to one of those hottest Christmas list items.

Cue news footage of people fighting over red Model 3s like Tickle Me Elmo...

 

[Zaxxon]

First fairing reuse: went fine.
First 4th-time landing of the same rocket: NBD.
2nd 60-sat deployment: coming soon to a YouTube near you.

 

[Dan Detweiler]

Cue news footage of people fighting over red Model 3s like Tickle Me Elmo...

Tickle Me Elon!
Love it!

Dan

 

[elasalle]

GREEN - with envy
LIGHT - on Capital

 

[EVNow]

When not hedged, it only makes sense to try to move the market

Which VP of which MM wants to bet his job/career by not hedging properly ?

 

[Fact Checking]

Explains the mad rush of ships to Europe this quarter.

I’ve been patiently debating the “cratering demand “ for Tesla in Europe with a short seller who has been tracking eu-EVs.com daily registration data. A lot of these folks still don’t get that Tesla is the only major automaker that doesn’t have dealerships in every town and their European inventory is mostly floating in the ocean...

Small correction: I really hope Tesla's European inventory is floating on the ocean.

 

[Artful Dodger]

That’s my productivity gone for a while...

Uh, didn't you say you work for the European Union? So productivity is ...

Cheers!

 

[ReflexFunds]

Musk was quoted as saying about 1000 needed to be viable. caseyhandmer.com is a blog with excellent writing on starlink and other space topics. He fails to account for customer acquisition and support costs in his starlink models but that's ok. Technically interesting.

Elon doesn’t approve of customer acquisition costs. Better, faster, cheaper product + Twitter + Word of mouth seems to do the trick.

 

[Artful Dodger]

First 4th-time landing of the same rocket: NBD.

Au contraire! This is the first landing on a drone ship where the video feed didn't cut out just before touchdown! And a beauty it was...

Even better, TSLA held within a couple bux of the intraday high throughout this distraction!

EDIT: $4 bux off the high now. This selling was triggered after touching the YTD high of $347.31 reached on Jan 17, 2019 (based on closing price)

EDIT2: Volume is strong today with 3.4M shares traded in the 1st hour. Will be harder to manipulate the SP down on a high volume day.

 

[Tslynk67]

Uh, didn't you say you work for the European Union? So productivity is ...

Cheers!

Cheeky bugger, most peple here working very hard and long hours...

 

[JustMe]

Small correction: I really hope Tesla's European inventory is floating on the ocean.

Lol omg yes good catch!

 

[ReflexFunds]

Which VP of which MM wants to bet his job/career by not hedging properly ?

MM will have risk limits and sometimes regulatory restrictions on taking outright positions, however the risk reward structure in finance is to gamble as much as you can get away with. If it goes well you get a huge bonus, if it goes badly you only get your base salary but little worse than that.

Sometimes MM can get away with not being fully hedged for a brief period, for example dumping their stock (which they own as a call option hedge) in the day on a Friday before option expiry, leaving them unhedged for a few hours but driving price pressure that can increase the P&L on their options. Many MMs may be able to fit this strategy into their risk limits.

 

[TradingInvest]

OT
SpaceX should seriously prepare for space mining. They have solved the most difficult piece of the puzzle, the rest is relatively easy, could be done in three years. The potential in this area is many times larger than the entire internet services business in the world. In this case Elon/SpaceX should prepare to accumulate Tesla shares, because they literally will have ship load of money keeps coming.

 

[LJS22]

Cue news footage of people fighting over red Model 3s like Tickle Me Elmo...

Lol atleast have Tesla release a tweet or news letter that says “November 18th is the last day for Model 3 orders that we can guarantee delivery before Christmas. Keep your loved ones safe this holiday season.” That’s gotta be worth some extra orders.

 

[StealthP3D]

A lot of these folks still don’t get that Tesla is the only major automaker that doesn’t have dealerships in every town and their European inventory is mostly floating in the ocean...

In/on, I think either is correct considering as the inventory is loaded on the ships it displaces more water and sinks down *into* the ocean and the ocean rises (slightly) around it. I can see the headlines now:

Tesla European Inventory Contributing to Global Sea-level Rise.

 

[Nocturnal]

OT
SpaceX should seriously prepare for space mining. They have solved the most difficult piece of the puzzle, the rest is relatively easy, could be done in three years. The potential in this area is many times larger than the entire internet services business in the world. In this case Elon/SpaceX should prepare to accumulate Tesla shares, because they will have ship loads of money (literally) keep coming.

We can put those out of work coal miners back to work. Hey, it worked in Armageddon right?

 

[Beltsbear]

Musk was quoted as saying about 1000 needed to be viable. caseyhandmer.com is a blog with excellent writing on starlink and other space topics. He fails to account for customer acquisition and support costs in his starlink models but that's ok. Technically interesting.

Actually 600 or 10 launches will give some people continuous coverage.

 

[HG Wells]

Lol atleast have Tesla release a tweet or news letter that says “November 18th is the last day for Model 3 orders that we can guarantee delivery before Christmas. Keep your loved ones safe this holiday season.” That’s gotta be worth some extra orders.

But that might not be true. Could have been November 1st.

 

[RFernatt]

Don't know how I missed this before, but in honor of another successful F9 launch and landing (Tesla in there too). For your Starlink deployment intermission enjoyment...