Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

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

Unpilot

Sell order in at $5999.99
Supporting Member
Dec 2, 2017
5,293
43,275
A Coast
Looks like it might be time to sell my ROKU. Seems I’ll be adding a fair bit of TSLA over the next couple of months. Already 3 shares required and it hasn’t been 24 hrs.

Edit: P.S. Why you helping me get richer? This doesn’t bode well for you.
I like a challenge ...and I have made great progress on my plans...even if I have not joined the Tesla BOD...yet.
 

anthonyj

Stonks
May 16, 2018
2,456
19,871
Naples, FL
Nope, it means they are about to raise again. With Fremont closed till June they'll burn through billions. Demand could also drop over next 3-4 Q's leading to a cash crunch
You act like you have some magical info that no one else has. People know that Tesla will burn through cash. They are forced to keep the factory closed. The stock market is forward looking. People already know that it’s going to be tough. I guess that’s a very difficult concept to grasp? This isn’t real estate, where the dominoes fall very slowly

Sucks that you sold your whole position and possibly went short. Trolling this forum makes you look pathetic and won’t get you a better entry price
 

MP3Mike

Well-Known Member
Feb 1, 2016
16,850
40,429
Oregon
So it appears that Elon's incentive plan isn't on hold as some here thought. From the 10Q:

As of March 31, 2020, no market capitalization milestones have been achieved and consequently, no shares subject to the 2018 CEO Performance Award have vested as of the date of this filing. However, if the value of Tesla’s closing stock price continues near or higher than the levels seen in late April 2020, the first market capitalization milestone of $100 billion is expected to be met during the second quarter of 2020. In such event, subject to certification by our Board of Directors, the first tranche under the 2018 CEO Performance Award would vest.

<snip>

If the first tranche under the 2018 CEO Performance Award vests during the second quarter of 2020 as currently expected, the remaining unamortized expense of $22 million for that tranche, which was expected to be recognized in the third quarter of 2020 as determined on the grant date, would be accelerated into the second quarter of 2020.

<snip>

For the three months ended March 31, 2020 and 2019, we recorded stock-based compensation expense of $66 million and $55 million, respectively, related to the 2018 CEO Performance Award.

So it looks like an additional $22 million will get recognized in Q2 that will make profit that much harder.
 

Artful Dodger

"Ducimus, lit"
Aug 9, 2018
10,538
142,862
Canada
Please either think or stop! You cannot possibly be so naive to believe the stuff you're spouting. Some pessimism can be justified but skipping that facts cannot.

Lol, maybe you missed it but this traitor/troll sold out his position months ago and has been haunting this forum and twitter feebly trying to jawbone the SP down so he can buy back it.

Disgraceful, isn't it. :p
 

aznt1217

Active Member
Aug 27, 2012
2,560
1,870
New York, NY
Speculative but one reason for pushing the Semi to 2021 may be that they plan to produce it at the new GF (in Texas or wherever).

This quite possibly, but my speculation is they will make the first batch (production test vehicles)in Nevada. From there once the finished trucks come off the line they will load them up use them to go to Fremont to deliver battery cells. Testing and delivery all in one shot. Then once validated they will produce at whatever factory will open up later.
 

Ellec

Member
May 12, 2018
307
1,640
Uk
Lol, maybe you missed it but this traitor/troll sold out his position months ago and has been haunting this forum and twitter feebly trying to jawbone the SP down so he can buy back it.

Disgraceful, isn't it. :p

I still have plenty in my long term account which I wont touch for over 10 years, my short term account though is long other stocks not short Tesla. Just warning you guys things are about to get rough for Tesla, don't say I didn't warn you. Stay safe guys.
 

StealthP3D

Well-Known Member
Dec 12, 2018
10,317
87,765
Maple Falls, WA
Excuse me if I take your alarmist messages with a grain of salt.

On 23 March (when TSLA had a low of 410) you wrote:

I'm surprised you didn't just nuke the obvious troll last time (and this time).

Maybe you keep him around for comedic entertainment.

200.webp
 

willow_hiller

Active Member
Apr 3, 2019
3,288
17,111
Maryland
Model Y. Demand for the Model Y is likely on the order of a million vehicles, perhaps more, per year. Even if this somehow dropped to 500k/year due to a recession, there is still no way the MY is going to be impacted whatsoever by demand constraints.

Anecdotally, people are ravenous for the Model Y. I posted a lead I found on Reddit to the Model Y forum that a Maryland SC had a few in inventory, and they were snapped up within a few hours: Northern Virginia Model Y started
 

SageBrush

REJECT Fascism
May 7, 2015
12,784
17,026
New Mexico
Please either think or stop! You cannot possibly be so naive to believe the stuff you're spouting. Some pessimism can be justified but skipping that facts cannot.
I don't mean to encourage trolling but I'd like to learn more about accounts payable.

A brief lesson specific to Tesla would be most welcome
 
  • Funny
Reactions: mad474

EinSV

Active Member
Feb 6, 2016
4,338
21,882
NorCal
This quite possibly, but my speculation is they will make the first batch (production test vehicles)in Nevada. From there once the finished trucks come off the line they will load them up use them to go to Fremont to deliver battery cells. Testing and delivery all in one shot. Then once validated they will produce at whatever factory will open up later.

That's possible but in the long run it seems to make more sense to build Semis at a hub for vehicle manufacturing, which the new Gigafactory will be and Sparks probably won't be. That's part of the reason I'm guessing they'll build the Semi at the new Gigafactory.

But this is all reading tea leaves -- anything is possible and Tesla seems to update its plans regularly.
 

Ellec

Member
May 12, 2018
307
1,640
Uk
I don't mean to encourage trolling but I'd like to learn more about accounts payable.

A brief lesson specific to Tesla would be most welcome

Tesla has payments outstanding to supplier for all the parts they use to build the cars etc. They are at $4Bn which is normally ok as the have a short cash conversion cycle (selling cars and realising revenue). However with the factory closed this is going to be due soon.
 

colettimj

Member
Feb 20, 2014
279
1,181
United States
Also raised to $1100 at New Street Research (Pierre Ferragu)

Twitter
Well, I guess Pierre figured out an answer to the question he posted...
upload_2020-4-30_10-8-28.png


Pierre's prior price targets were mentioned in this Jan 21, 2020 article.

"Long-time Tesla bull Pierre Ferragu of New Street Research on Tuesday boosted his Tesla price target to $800 from $530"

"Ferragu initiated coverage of Tesla in May 2018 with a price target of $530, then the highest on Wall Street"

TSLA was in the high 200s in May 2018, a low of 176.99 in June, crossed 530 in Jan 2020 and 800 in Feb before the Covid-19 pandemic impacted the price. Will be interesting to see when $1,100 is reached.
 

Products we're discussing on TMC...

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top