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

W84M3

Member
Apr 12, 2016
344
1,484
Belgium
They need batteries for that. So the first sign of a solution to this problem should be the continued building of GF1 ... it's not even half finished AFAIK.

Yes, and where do they make batteries?

GF1 has, from all sources we've heard, massive labour problems. Building a new GF incl batteries on another location where there is no shortage on labour
 

Highway2Heel

Member
Sep 29, 2018
333
2,846
Nashville, Tennessee
Don't let the TSLA train leave you too far behind. Yesterday, I wanted to buy TSLA in premarket, but ended up buying higher during regular market hours. It was a crazy opportunity, wife was questioning why I bought at $695. Her mentality was buy low, sell high. I told her I buy high, sell higher. :)

For the record, I bought my first shares in late 2012 and watched in awe at the 2013 breakout...and this most definitely tops that euphoria.
 

bhtooefr

Active Member
Apr 16, 2018
1,155
6,541
Newark, OH, USA
The criteria for the options awards are a 30 day and 6 month average being $100B and every $50B from there market cap.

Additionally, a couple operational goals will need to be met, and I'd have to see if they're close to being met yet, I feel like they may actually be the limiting factor on this.

So, the first three tranches on the market cap side vest at the current 180.24M shares outstanding vest at a 30 day and 6 month average price of ~$554.82, ~$832.22, and ~$1109.63.

This is a bit outdated as it's only accurate as of close, but the 30 DMA is $507.68, the 182 DMA is $299.02. So, no tranches have been hit yet.
 

AudubonB

One can NOT induce accuracy with precision!
Mar 24, 2013
7,967
25,788
Just noticed Goldman Sachs has placed ExxonMobil on “Sell”, stating “no compelling case to own the stock”.

“Sell” ratings on blue chip stocks, from “name” investment banks - these are typically rarer than a friendly Black Widow. And when they do occur, the justification virtually always is because the company is “Fully Valued”.

So, to assert there is no reason for anyone to hold shares - that is a shattering development. It is, indeed, on the same scale as what is happening to Tesla. Fascinating...and something for all to keep on your radar screen as the implications could pan out to be truly important.
 

KarenRei

ᴉǝɹuǝɹɐʞ
Jul 18, 2017
9,619
103,828
Iceland
Buy, or start a lithium mining company...

I have a small but growing interest in a lithium venture and a nickel venture, both sitting on massive, unconventional reserves. Of course, if you want a more guaranteed return, you could invest in larger, more established lithium and nickel firms with conventional resources.
 

AudubonB

One can NOT induce accuracy with precision!
Mar 24, 2013
7,967
25,788
Has anyone a link to, or name of the show, for Ron Baron’s appearance on CNBC? I’m trying to paw through CNBC.com for the specific title - I don’t stream the broadcast.
 

bhtooefr

Active Member
Apr 16, 2018
1,155
6,541
Newark, OH, USA
Additionally, a couple operational goals will need to be met, and I'd have to see if they're close to being met yet, I feel like they may actually be the limiting factor on this.

So, for that.

The operational milestones are tied to the four previous quarters, revenue and adjusted EBITDA.

Revenue for the current four previous quarters is $24.578B. So, the first operational milestone is hit. The next revenue milestone, however, is $35B revenue.

Adjusted EBITDA for the current four previous quarters is $2.985B. So, the second operational milestone (adjusted EBITDA of $1.5B) has been hit, and the third (adjusted EBITDA of $3B is very close to being hit (if 20Q1 is any better than 19Q1, it'll happen)). This means that when the 6 month and 30 day moving averages have both hit $150B market cap, the second tranche will almost certainly vest (as it's dependent on the second and third operational milestones having been hit as well).
 

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