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

ZachF

Active Member
Mar 31, 2016
1,811
17,900
Park City, UT
Noticed on Twitter this am: Musk has now made money on his SEC fine. He paid $20M for the fine, and bought $20M in stock at $282/share to 'pay' Tesla's $20M fine. That stock is now worth over $40M at yesterday's close.

Elon's gotta be worth over $40 billion now...?

Doesn't he have ~38m shares? That's ~$22b.

SpaceX was worth $33b about a year ago, I'd bet it's at least $40b now, and he owns ~half of that.

List of richest people in the world - Wikipedia

Is it enough to kick one of the Koch brothers (delicious irony..) off the list?
 

Todd Burch

Voltage makes me tingle.
Nov 3, 2009
7,905
29,432
Smithfield, VA
Ihor tweeted earlier that shorts had made a few hundred million this morning on the price drop. Um, he's going to need to update that methinks.
Dear Mr Burch,

You clearly possess the insight required to be a CNBC analyst. We would be honored if you joined us. Please contact our HR department if you agree. Terms negotiable.

I will only accept if I am provided with this vital investing tool:

104178481-Soundboard_Buttons.1910x1000.jpg
 

UncaNed

Supporting Member
Apr 8, 2015
1,400
5,108
East coast
BTW., yesterday TSLA closed at an ATH, and as a result there were elevated volumes of after-market trading of 600k shares, presumably quite a few from margin calls turning into forced covering after an ATH day, but unlike in previous instances this liquidity didn't push up the price significantly, it was soaked up in the $570-$572 range.

This morning's early trading at 4am ET started with 57k shares traded already, and a push down to around $562 was executed, against overall calm macro trends as you noted:


This is relatively high volume early-early-market trading if I may coin the 4am-8am phase that way. :D Usual volumes are just a few thousand shares, normally.

We'll see. If we indeed have options writers anxious to set an example for a favorable closing price tomorrow, then they might expend some (comparatively cheaper) firepower in early trading to signal that they control the price.

Not advice in any case. :D
"signal that they control the price", you say?

I'm not sure how that's working out for them...

...for which I am grateful.
 
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WarpedOne

Supreme Premier
Aug 17, 2006
4,345
6,373
Slovenia, Europe
Isn't the volume of 7.7mil within the opening hour proof that at least someone is selling?
Of course, these are the sellers who do not own the stock they sell.
I have a hunch that The Tesla Squeeze will bankrupt a few big big hedges and banks and MMs and cause a general recession.
Not to mention a country or few...

Cry me a river.
 

InstiTes

Member
Apr 13, 2019
20
786
East Coast
Just an FYI - this isn't the old UBS analyst (Colin Langan, who was the worst) who was let go last fall. This is their (primarily European) auto analyst Patrick Hummel. He's historically been actually pretty positive on TSLA. He's actually pretty reasonable and I could see him upgrading the stock soon. Had it not had this run he almost certainly would have I imagine.

Now Barclays, JPM, BAML, MS, Cowen, ISI, and Credit Suisse on the other hand... those guys taking their short to the grave but it appears that their ability to manipulate the stock through false forecasts / predictions is coming or has come to an end.
 

Chunky Jr.

Supporting Member
Mar 9, 2018
1,151
15,475
CA
I'm really hoping that battery investor day reveals improvements in charging time that finally put to rest concerns that EVs take too long to charge and therefore impractical. That could be a catalyst for further stock appreciation, and one less vector for FUD.

Personally, I don't think it is an issue with v3 superchargers, but it is a common perception.
 
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JusRelax

Member
Apr 24, 2019
898
11,414
Los Angeles, CA
Based off of reddit, the new 2020.4 update from China seems to be a China-specific update with the following updates:

TezLabApp: New Tesla Software Version Detected 2020.4 : teslamotors

Entertainment: Bilibili (animate,comic,game streaming site), YouKu (YouTube like streaming site)

Game: Dou dizhu (斗地主,card game), Mahjong (麻将), Happy Upgrade (欢乐升级, all poker game), all game are powered by Tencent (All Game are multiplayer and cross platform)

Features: Weather forecast Maps: Provider Change from Tencent(腾讯地图) to Baidu(百度)



So it seems like no Feature complete FSD, at least not for China.
 

Cosmacelf

Well-Known Member
Mar 6, 2013
8,482
20,367
San Diego
I'm really hoping that battery investor day reveals improvements in charging time that finally put to rest concerns that EVs take too long to charge and therefore impractical. That could be a catalyst for further stock appreciation, and one less vector for FUD.

Personally, I don't think it is an issue with v3 superchargers, but it is a common perception.

I agree that with V3 SCs combined with large battery packs (greater than 300 mile range) and lots of SC locations that aren’t crowded, long distance drives in an EV are no longer an issue. But you need all four conditions. I just did a 6-7 hour trip each way. On the uphill leg, either more SC locations or a bigger battery would have made it no compromise. As it was, charging added about 20 minutes to my trip. On the downhill leg, no difference from what an ICE would have done (I only needed one stop which I would have done anyways).

I know everyone here already knows this but Tesla has a very strong competitive moat with its SC network and big battery packs. And I don’t see that moat being breached for many years, at least in the US. I still think it’s an important reason why people buy Tesla rather than all the “Tesla killers”.
 

JusRelax

Member
Apr 24, 2019
898
11,414
Los Angeles, CA
I agree that with V3 SCs combined with large battery packs (greater than 300 mile range) and lots of SC locations that aren’t crowded, long distance drives in an EV are no longer an issue. But you need all four conditions. I just did a 6-7 hour trip each way. On the uphill leg, either more SC locations or a bigger battery would have made it no compromise. As it was, charging added about 20 minutes to my trip. On the downhill leg, no difference from what an ICE would have done (I only needed one stop which I would have done anyways).

I know everyone here already knows this but Tesla has a very strong competitive moat with its SC network and big battery packs. And I don’t see that moat being breached for many years, at least in the US. I still think it’s an important reason why people buy Tesla rather than all the “Tesla killers”.

Whenever I talk to anyone that's considering an EV, it's my biggest point of contention that a Tesla is the only option if they plan on doing any road trips with their future EV.
 

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