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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I'm probably missing something, but this seems analogous to Netflix buying blockbuster. Why would they? Aquiring PG and E would be little benefit but bring a ton of liability. Meanwhile Tesla can sell solar and batteries and take customers away from PG and E
Those who are from a different era may remember when those uppity Californians of the ...late 60s???...called PGE something like Pigs Grunts & I cant remember the third.
It has skewed my attitude toward that company ever since.
It seems my attitude was not misplaced.
It has skewed my attitude toward that company ever since.
It seems my attitude was not misplaced.
dc_h
Active Member
I predict between 10 and 500k deliveries.
Is that the bottom of the S or the top?
The only problem with electricity grids are the utilities that run them.
Buckminster
Well-Known Member
There was some discussion here a couple of weeks ago about how often shares need (or often are) to be bought as part of an options deal. Can someone please fill in the missing info below:
- Buy Call (long, short or hedging)
- Trader also purchases shares at some point: Yes if exercising
- Seller also purchases shares at some point: ?
- MM also purchases shares at some point:?
- Sell Call (long, short or hedging)
- Trader also purchases shares at some point: Often (none if naked)
- MM also purchases shares at some point:?
- Buy Put (long, short or hedging)
- Trader also purchases shares at some point: Often if hedging
- Seller also purchases shares at some point: ?
- MM also purchases shares at some point:?
- Sell Put (long, short or hedging)
- Trader also purchases shares at some point: ?
- MM also purchases shares at some point:?
I guess one can trust Charlie on innovation as he successfully missed all of them.
I (I thought innocently) mentioned on the Icelandic Tesla FB group that I thought it was weird that news that came out a week ago was suddenly all over the place as if it were new. Nothing more than that, just that it was weird. I was called a conspiracy theorist and told not to be so sensitive on Tesla's behalf. *Sigh*...
That scene of course had nothing to do with stuttering or flirting. That was Elon turning a question into a zing at a competitor's expense
Bring it on.
For me, it's simple... just buy on the way down, sell on the way up. Nothing more complex than that, no "decisions" to make. No risk of being "left behind" from the stock taking off, as every sell corresponds to a previously made buy; if we go all the way back up, I'm back to having the same ratio of bought / sold calls that I started with. The only difference is that each time I buy/sell, I shift the strike up (paid for by the volatility). Buy back a sold $1500 for say $52x100 on the way down, re-sell a 1550 for $52,02x100 on the way back up (a couple dolllars added to pay for fees
After the stock price collapsed from the $900s, I started out with 32 sold $1500s (the uper / short legs of of 32 spreads). I've so far bought back six (26 left) and resold 4 - two to $1550, two to $1700. Nearly resold another $1550 today. If I'd managed it better I would have shifted a lot more strikes by now; I was initially way too ambitious with how dramatically to try to move each strike, and a couple times I got left behind by the stock moving too quickly). But I can't complain!
The only risk for me is if the stock goes down and doesn't go back up for a year. IMHO, not much of a risk, and regardless, it's anything but a "bet it all" bet even in that situation; I'd just end up out some stock that was used to pay for the option buybacks on the way down.
In theory, to sell 32 covered calls you'd need 3200 shares, or uncovered 32x strike price in margin or capital. Right?
I only have around $160k to play with in my trading account, so I can do one, two calls/puts max. I'm not going to use margin, there lies madness.
This is something I could apply on my core shares account, where I could cover 5 calls - sell some high strike leaps, but then you need quite some volatility to shift the premiums back down on those. At least with short term calls/puts, you can pocket $5k a week just playing with one of each if you time it right.
Pigs, Goats and Elephants if I recall correctly. My late dad was a career IT person for PG&E, worked there for 35 years before retiring in 1987. I often wonder what dad would think about Tesla and the green revolution. I’m sure he’d be disgusted at what PG&E has become today.
If we add all the deferred revenue to be recognized this year, that is about $1 billion already? Does it convert to additional $5 EPS for the year?
from the 10-k
Deferred revenue related to sales of automotive regulatory credits was $140 million and $0 as of December 31, 2019 and 2018, respectively. We expect to recognize the deferred revenue as of December 31, 2019 in the next 12 months
"Of the total deferred revenue on automotive sales with and without resale value guarantees as of December 31, 2019, we expect to recognize $751 million of revenue in the next 12 months"
" We have net $151 million of deferred tax assets in foreign jurisdictions, which management believes are more-likely-than-not to be fully realized given the expectation of future earnings in these jurisdictions."
from the 10-k
Deferred revenue related to sales of automotive regulatory credits was $140 million and $0 as of December 31, 2019 and 2018, respectively. We expect to recognize the deferred revenue as of December 31, 2019 in the next 12 months
"Of the total deferred revenue on automotive sales with and without resale value guarantees as of December 31, 2019, we expect to recognize $751 million of revenue in the next 12 months"
" We have net $151 million of deferred tax assets in foreign jurisdictions, which management believes are more-likely-than-not to be fully realized given the expectation of future earnings in these jurisdictions."
All bets are off when you get news like yesterday's out of the blue.
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