Some index options can be exercised after hours, are you sure TSLA can too? If it were, why would they impact the stock price? The stock moves from writer to exerciser, it is not a strike priced purchase from the market.Yeah, it's $1.2 Million bucks worth (vs SP @ $676):
View attachment 532096
Options can be executed After-hrs, upon instruction of the broker by the Options owner. This is a good move if TSLA's SP continues back to its fair value price (currently around $750 according to Wall.St)
Somebody's sorry they sold those Calls...
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
StealthP3D
Well-Known Member
Before Munro turned positive on Tesla he took a lot of flack from Tesla fans. But when he started noticing what a great car the Model 3 was, I guarantee he took a lot of flack from TSLAQ. And I can guarantee he's still taking it. And you know the flack from TESLAQ is nasty and unlike anything Tesla fans would say.
Munro prides himself on being neutral and above the fray. So he probably had to come up with some negatives just to prove he wasn't a Tesla fanboy. It was difficult but it looks like he found some! If you think about it, the negatives mentioned above are more the lamentings of a Tesla fan of things he wished it had. I think he's hooked on Tesla!
I believe market is pulling risk forward, that Tesla is protected by its previous capital raise, that Tesla is benefiting from its expansion to China (30% market share in March!), and lastly, that we were nowhere near Tesla’s market value when coronavirus rampaged indexes.
I feel before July we get to test ATH IF:
Reopen on May 4th occurs
Shanghai exceeds expectations even slightly and the vehicles sell
If either do not occur we dip for now.
As a mega super bull I’ll be sitting this earnings out. Way too much to digest to yolo overnight.
If the short account's value was in other automakers, Boeing, Exxon, or a lot of other things, their margin collateral and ability to ride out TSLA gains is not what it once was.
Lol, I'd like to stand behind you when you tell the Communist Party of China that the laws they changed so Tesla could build the 1st foreign owned Auto plant in the country, the $4-odd billion of below-market rate loans, the "police escort" given through the permitting process in record time, and the acceleration of Model Y plant construction will all result in China being screwed out of their premium domestic EVs so that Telsa can follow "their best option financially"...
WAY behind you. Like, out of range, behind you.
View attachment 532044
China is highly motivated to eliminate oil imports and improve their air quality.
After those aims are achieved they want to progress to exporting EVs worldwide.
My hunch, reducing oil imports is close to their highest priority, for economic, strategic, and military reasons.
My additional hunch is they want their domestic EV producers to lift their game by emulating Tesla and competing with Tesla. They are happy to finish second, as long as third is a long way back.
Last edited:
Artful Dodger
"Neko no me"
After Hours High: $678.30 (19:43:46 PM)After hours close @ 673.50
In terms of the market action, we never know who is buying, who is selling, and what their motivations are...
Those selling previously who are now buying are probably mainly shorts and people timing the market.
There may also be some re-balancing of the bonds/equity mix by fund managers.
The overall turn around in the Tesla share price is not that surprising, the speed and the size of the movement is. But I'm always surprised by short term price movements, I'm glad I'm not trading short term, I would be wrong more often that not, in both directions.
Those selling previously who are now buying are probably mainly shorts and people timing the market.
There may also be some re-balancing of the bonds/equity mix by fund managers.
The overall turn around in the Tesla share price is not that surprising, the speed and the size of the movement is. But I'm always surprised by short term price movements, I'm glad I'm not trading short term, I would be wrong more often that not, in both directions.
He's disappointed in the sense that he was hoping to see something cool or a feature he would like. He's not saying it is a problem with the Y. Whereas lack of a 2" reciever or heated steering wheel have an impact of the owner.
And, for what its worth, Tesla could do vehicle to grid with the current connector/ charge port. The critical feature is the ability of the charger to act as an inverter. (the Leaf can do V2G Nissan Using Vehicle To Grid Technology To Power US Operations | CleanTechnica)
Artful Dodger
"Neko no me"
I dunno, except that weekly Options are exercised by Brokers during After-hrs on the Friday (or apparently even on the Saturday following expiry).
Right here, Imma usually ask somebody more experienced in Options, like @kar... or @FC...
Maybe @Curt Renz or @StealthP3D can shed some light...
Cheers!
Thanks for sharing your thoughts and congrats on the string of great calls.
I think Cybertruck is the most likely first vehicle for V2G, it should be a big battery and a "million mile" type chemistry.
Eventually most Tesla cars will probably have this feature, but I don't think it is a high priority.
jschwefel
Tesla fan/TSLA, Model Y and Cybertruck owner.
Smart man.
I easily rationalized our TSLA position when it was “only” 30% of our investment portfolio. Now that it makes up a lot more than that, I tend not to say much anymore.
Even with the recent pull back and subsequent rise, TSLA is by far our best performing investment. That helps deflect any pressure to sell. I fully accept the fact that it may drop $200 or $300 in the coming months based on the macro environment. However, I don’t know for sure, and I’m not willing to bet on it. I’ve ridden these swings before, and I’m conditioned to buy more on the dips with whatever “dry powder” I can gather up. This isn’t advice, just the musings of an old Tesla fan.If I’m right 6 more times I’m buying a roadster.
I’m riding this up right now after refreshing today: (attached photo)
Also trying to ride JNJ, PTON, MSFT, and USO up, and taking the downside of LULU, UBER, and AMZN.
JNJ decision tomorrow at pre-market. Peloton excellent “stay at home” stock. MSFT under valued IMO, and USO will be bailed.
Flipped 5k shares of PTON today to fund a free bike rofl.
LULU 15 bil cap a joke, Uber overvalued, and AMZN a max pain play.
Soonest expiry 5/15.
Attachments
I'm still waiting for my big $380 limit buy to execute....
Perpetual Comparison to Apple
Somewhere in a reflexive universe...
Apple changed their name from Apple Computer to Apple Inc. at the start of 2007 to reflect their broader stance in hardware, software and services. Proposed here:
From "Tesla Motors" to "Tesla"
Short-Term TSLA Price Movements - 2015
Apple stock was up 25x from 1/2007 to 1/2020, and now down slightly due to, well, you know...
Tesla changed their name from Tesla Motors to Tesla Inc. in early 2017 to reflect their broader stance in cars, solar, storage, Tesla Network, etc.
Name changes don't create stock price increases, but in a world with visionary founders they telegraph transformational shifts in the business model.
Could the stock be up 25x from 2017 to 2030? That would imply $6,250/share.
That works...
Somewhere in a reflexive universe...
Apple changed their name from Apple Computer to Apple Inc. at the start of 2007 to reflect their broader stance in hardware, software and services. Proposed here:
From "Tesla Motors" to "Tesla"
Short-Term TSLA Price Movements - 2015
Apple stock was up 25x from 1/2007 to 1/2020, and now down slightly due to, well, you know...
Tesla changed their name from Tesla Motors to Tesla Inc. in early 2017 to reflect their broader stance in cars, solar, storage, Tesla Network, etc.
Name changes don't create stock price increases, but in a world with visionary founders they telegraph transformational shifts in the business model.
Could the stock be up 25x from 2017 to 2030? That would imply $6,250/share.
That works...
Last edited:
You're right six times more and some of us will go in together and buy Rhode Island.
Artful Dodger
"Neko no me"
Mo City
Active Member
When I first bought TSLA a few years ago, it was 33% of my holdings and my wife thought that was very high. Her reaction froze me from going all-in sooner and I missed out on making a lot of money. My retirement should be double what it is now.Smart man.
I easily rationalized our TSLA position when it was “only” 30% of our investment portfolio. Now that it makes up a lot more than that, I tend not to say much anymore.
I timed TSLA near perfectly ~3 weeks ago and went "all-in". As a result, my IRA at this moment is way higher than ever. Her head would explode if (1) she knew how much my IRA was worth today and (2) the fact TSLA is 94% of it. Instead of her worrying about it, I will continue holding and riding the ups and downs. It can go all the way down to $375 before I'll start sweating.
She hasn't asked in over 3 years.
EDIT: I should add there have been numerous occasions in our 30+ years together where she has influenced me to make financial decisions and invariably it turns out badly.
Last edited:
I'll take the over on that easily.
I'd even take the over on $20,000/share by 2030.
I'd probably take the under on $25,000/share by 2030, but I'd unhappy about it. Betting against Elon causes me a lot of anxiety
Words of HABIT
Active Member
We love ya Curt!Today’s closing prices:
--04.36% GM
--03.91% F
+13.60% TSLA
The shape of things to come.
Similar threads
- Locked
- Locked
- Locked
