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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
ZachF
Active Member
(OT)
JCSAT-18 Launch:
Window opens at 7:10 EST
JCSAT-18 Launch:
Window opens at 7:10 EST
The Cobalt issue is all temporary as the next gen batteries will have zero.
Completely agree - I think it's an interesting market sizing question. It calls into effect the general impression of intrinsic value created by each company, their relative scale, and perceived by its investors at that moment.
The perception when Tesla first launched out the Model 3 was one of question marks about scale. They solved that, but the stock hasn't risen alongside the growth of revenue since 2017. Meanwhile, Facebook's influence has largely disrupted modern society's communications over a 5 year span and been the subject of much debate over the last 2 years (growing from ~$250B to ~$500B in market cap now).
With the Paris Climate Accord starting in ~2 weeks on 1/2020...there's a lot of talk that's going to occur about climate change more than we already see now, I think.
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Sell-off AH. Bizarre volume -- reset from ~475k to ~8k. Anyone else seeing the ~376.50 price?
I liked some of his other videos, but this one I did not. He kinda just mentions a couple of broad things that are in the DNA of Tesla, Amazon, and Alphabet, but most people should already know about them. I would've much preferred him to explain why he thinks Amazon is a good investment at a P/E Ratio of ~80, because I don't know much about Amazon's business.
10 years here! Aiming for another ~25x SP increase from current price at least. More if Tesla Network is a big success.
My dad lives in a smaller Dutch city with ~50k population. He's mentioned to me that in the last two weeks, his street went from 1 Model 3, to 4 Model 3s!
i wonder if that oddity is related to being shown as down 8 immediately after close that turned out to be a yahoo glitch
My guess is it depends on how much equity each particular short had against their Tesla short.
If they had 95% of money long in other stocks and 5% short Tesla, then they can endure a long time.
However, if they were religious about it like some of those Q types that block all the good news and say stuff like someone quoted today "go broke as hero" then they might be over invested into short position. As their losses in the short position increase and become comparable to the long position and whatever % of their long position is allowed to be in the margin by the broker, they will exceed the max borrowed money allowed and the broker will ask them to sell long position to bring the losses in the margin under the max allowed or add cash, i.e. if no cash available this will be a forced covering of $TSLA short, so some shorts will no longer be able to control when exactly they cover.
With SP at ~ATH pretty much every short has a loss, which translates into higher % of over-leveraged shorts that must cover against their will and if they have PUTs that are losing money even quicker, then they are even at a higher risk of exceeding their margin and being forced to sell other equity and buy TSLA shares.
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Posturing for tomorrow. Not going to help (their cause). IMO
UPDATE 1-Spending deal does not hike EV credit, boosts aviation inspection funds
WASHINGTON, Dec 16 (Reuters) - The U.S. Congress declined to extend a $7,500 tax credit for electric vehicles but will boost funding for aviation safety after two deadly Boeing 737 MAX crashes.
WASHINGTON, Dec 16 (Reuters) - The U.S. Congress declined to extend a $7,500 tax credit for electric vehicles but will boost funding for aviation safety after two deadly Boeing 737 MAX crashes.
Thanks, that provides some explanation regarding TSLA in the after-hours, although the macros are also pulling back but not quite as steeply. In any event, the after-hours pull-back in Tesla to the level of much of the final hour of regular trading lends credence to the notion that the potential for a tax credit extension was not a significant reason for today's price rise. The likelihood of a credit extension was pretty much discounted earlier today with little reaction in the TSLA share price.
Sudre
Active Member
Hey! Wait a minute there. There were a few Tesla crashes too. They should boost something for Tesla then right!
This might be taken as bad short term news, but it is a good long term news.
Basically, it's a question of who do you believe is able to bring costs under control faster - Tesla or OEMs. And OEMs have a lot more costs - from dealers, from larger, less efficient batteries, etc.
So, the answer is clear.
200k limit only gives you so much time at a high production volume; or if your volume is not high, you are not a competition to Tesla anyway.
I think this will only force Tesla to be more efficient sooner, which will make Tesla even a more fierce competitor.
True dat.
Fortunately, I concluded some time ago that "Tesla will be the Standard Oil of this century," hence “Only a fool would sell their TSLA shares and only an utter fool would short them." So I’ve been buying through ups and downs for a number of years.
A bit of a bummer that I wasn’t as savvy as I could have been on the timing of some my purchases (though I’m not complaining one bit about my outcome). Just wish I had known earlier some of the things I’ve learned from the folks on this thread.
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It's good news, could you imagine all cancelations for last two weeks, if credits renewed starting 2020 and then not meeting q4 delivery targets.
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