Let’s say a prayer for the insects, rodents and bunny rabbits that didn’t get relocated.
This is more of a technical flush out than news driven. Traders and shorts have been waiting for any negative news to start selling en masse. Guess we’ll see 500s/600s before swinging higher. Remember, this is one of the most traded stocks in existence
OK. Now You spoke from the TSLA Podium to us Tesla Fanboys so we have to take what YOU say with a grain of salt. But I thought I'd read the comments to get a less biased perspective ( I also read Der Spiegel when I want to know what is really going on in the USA).Tesla are executing so well across the board that it going to become embarrassing.
One thing I thought about this morning was how EV adoption is slower than I thought it was going to be a couple of years ago. This too is playing into Tesla's hands as they have been able to absorb nearly all the increase. Had more customers placed orders for the few non-Teslas that are available then maybe the OEMs could have placed larger battery orders. Now they are playing second fiddle to Tesla on CATL and LG order books.
The OEMs will have plenty of batteries to choose from when Tesla drops them over the next 5 years. By then, CATL, Pana and LG will have significant investment tied up in making adequate 2170s. The OEMs will have to make do.
Meanwhile Tesla will be 100% in:
Cathode - entirely new (Maxwell)
Electrolyte - Hibar high speed filling
Anode - entirely new (SilLion)
Cell form factor - x3+ in size
Modules - gone
Packs - entirely new
Check out what Mercedes are already saying:
Daimler can’t meet European CO2 targets but struggles with EV production - Electrek
Why didn't they do this at $900 SP. Or is timing strict with rules Idk?
IMO, the biggest change in market since that price (that we know of) was the China Shutdown. Just b/c the factory is "running" doesnt mean suppliers and customers are capable yet. Towns still ghostly.
If that issue lingers, is the loan a risk hedge, or is it unrelated? In other words, can we be at least 99% sure this was for growth reasons (in a weaker than expected market maybe)?
FYI, I get why companies do a cap raise in general, been reading that recommendation here for years. But this seem like a 180 from what we heard from the EC, so is Coronavirus the stimulus here? Is that China Factory loan a new risk?
Lol, it sounds like you read more Business Insider than Conference Call transcript: (shortened)Perhaps more of a dip due to elon credibility than the actual cash raise. He spent a good 5 minutes talking about not raising cash and even got irritated at the analysis for suggesting the idea.
For those of us who held from 380 to 178 and where we are today, a drop to 400 would be a buying opportunity.
Let's be honest, we can't say Elon telling the analysis who suggested raising cash to piss off brilliant and then calling this cash raise brilliant. People here need to pick one and stick to it.