humbaba
sleeping until $7000
Fox business picked up the Tesla-Fire-Sale-In-China -- I'd say the media is doing their darnedest to knock $TSLA down for the shorts.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Fact Checking
Well-Known Member
Today's intraday high of $388.15 was within 0.4% ($1.46) of a new all-time-high.
(If you are a TSLAQ member and you didn't tell your wife that you have disastrously shorted Tesla, it's still cheaper to come clean and cover now than at $420+. Just do it and be over with it - and you'll also sleep better. It will stay between us, we won't tell anyone.)
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A few more days like this and we might leave the tree-waddever area behind us!
mickificki
Member
I recall Charles Gasparino saying in last quarters earnings that Tesla said they have the short sellers right where they want them, implying a HUGE confidence in the foreseeable future.
Fox had a story up yesterday about the shorts feeling the burn haha also this China discount is likely resulting in a look of strength for Tesla. They appear to be able to do no wrong. Every story is being flipped to a positive spin where as 6 months ago they were spinning it the other way.
Fact Checking
Well-Known Member
I think shorts lost most of their trading power at around $300, made a last stand at around $340 and are currently little more than margin squeezed ghosts of their former selves. They wasted their final reserves of Hail Mary FUD stories IMO, and none had any lasting effect on the price.
I believe TSLA price action of the past couple of weeks was defined by bullish sentiment, profit taking by investors (well deserved), and waves of short covering as new price levels get breached, plus the options market makers delta hedging leveraging effect of that @ReflexFunds has documented yesterday in this fantastic tweet chain:
Thread by @ReflexFunds: "1) At Tesla the huge options market (Calls on 105 million shares, Puts on 135m) is a very powerful feedback loop for the stock price. Higher […]"
"What is the delta exposure to a +$10 move in Tesla share price? For +$10 the net change in delta hedging requirement from the options market and convert hedging is + 3.6 million shares or $1.4bn of Tesla stock purchases. This is an incredibly powerful feedback mechanism."
"What is the delta exposure to a +$10 move in Tesla share price? For +$10 the net change in delta hedging requirement from the options market and convert hedging is + 3.6 million shares or $1.4bn of Tesla stock purchases. This is an incredibly powerful feedback mechanism."
(Not advice though.)
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Believe me, I am a major fan of Tavares. OTOH, he had some decades of GM mistakes to eliminate, almost all of them obvious. he also had excellent cooperation from ever-so-slightly desperate union leaders and government entities. Finally he had quite good newish platforms to replace the ancient Opel array. That bought him spectacularly unexpected results and unprecedented financial results. Under GM they had not been really profitable for decades. In many respects what happened here was directly analogous to Tata with JLR.
Now is quite different. The success of BEV transition now requires scale they have not met before. The cars are not really quite so signifiant as are these:
Peugeot, Citroen and Opel to have all-electric versions of compact vans | The Driven
How can they manage that kind of transition for FCA? They have the modularity and they know how to do it. The question is: how that can be done with Fiat?
I want them to be successful, but the odds are really against it being quite so easy.
Net: I think they'll get there, perhaps, but they'll need credits sill and they'll need much better supply than is currently evident in the pipeline.
I really hope I'm wrong!
Here's a mad theory:
Maybe the shorts lost a big source of funding when that money went and bought the stock, lock and barrel, after the price was down and fresh money rolled in?
I'm thinking of a recent IPO here.
Sean Wagner
Member
No place for short fuses.
It's funny - noone ever could be bothered to reply be it with nonchalant critique to my repeated mention of Tesla's upcoming battery day and the number of 2TWh in comments to FT articles. Might be about to change.
In other news, the Netherlands are now officially underTesla.
registraties bijgewerkt t/m 17 december 2019
december 2019
totaal: 16.510
1 Tesla Model 3 5.898
2 Kia Niro 419
3 Toyota Aygo 407
Just no letup - about 800 cars more in one day. Even if all of Q1 falls flat, this is amazing and the obvious answer to the current through in NO registrations. While DE (Germany) is laboring under a government-induced short-time EV hiccup.
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Concrete bomb - Wikipedia
Something different then I was looking for actually. I thought I remembered that the Germans at the end of the war used concrete to encase the explosives due to a shortage of metal...
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Is not it obvious that Tesla costs will be lower after ramp up and bringing parts production to China? Of course ability to cut prices does not mean that they will or if they do when. That depends entirely supply and demand balance. Tesla had changed their strategy over the years. In good old days they charged what they thought was the fair price. Now they go more for maxizing some function of sales and profit. In good old days they added hardware improvements in response to cost improvement. Today they mostly cut costs.
Fact Checking
Well-Known Member
It's not that simple though, a big hazard are white phosphorous bombs that the Allies sprinkled Berlin with by the thousands of tons - the total cumulative tonnage of the Bombing of Berlin was close to 100,000 tons.
The phosphor in these is still causing injuries today and is hard to detect, because it will be there even if most of the metal has oxidized already.
Phosphor is also one of the sources of wildfires in the area in the summer, when temperatures are high enough for spontaneous combustion.
Todd Burch
14-Year Member
CNBC will need to change their "Tesla on pace for their highest close in two years" headline to "Tesla on pace for their highest close ever".
C'mon, CNBC. I'll wait...
C'mon, CNBC. I'll wait...
New income source coming soon.
Looks like they're going to offer acceleration upgrades. It hasn't launched yet but this disclaimer is brand new in the upgrade section. As someone who has desperately been wanting to pay to upgrade my AWD to a Stealth P, I'm very pleased.
Looks like they're going to offer acceleration upgrades. It hasn't launched yet but this disclaimer is brand new in the upgrade section. As someone who has desperately been wanting to pay to upgrade my AWD to a Stealth P, I'm very pleased.
what is impressive is that Elon’s discipline this time - no crazy tweets, no baiting the shorts- nothing that can be construed later as stock pumping. I hope he stays out of it and just enjoys the show!
Even the "leaked" emails have stopped. I like how much better the company has been run. No more games with the stock price, just execution.
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