dc_h
Active Member
OK - I'm down for 25 to charity of your choice and $25 pz1975. Big bucks
-
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
OK - I'm down for 25 to charity of your choice and $25 pz1975. Big bucks
I'm not joining this bet but I'm putting my weight behind a release of the numbers before market opens on July 2nd, if the numbers they're tallying up look like a strong beat. Though my own personal bias of not wanting Wall St to get any heads up, even after hours, is probably affecting my logic because I would love nothing more to see Wall St scrambling in real time. I would just sit on my couch, Tesla ticker in one corner of my TV, CNBC on the main screen, a bag of popcorn in one hand, and the other using my phone to scroll through posts here
Wkhs is up 47% today and shll is up 37%. Anything EV is getting bid up like crazy.
FUV is taking a breather after doubling in the last month.
pz1975
Active Member
Mike Smith
Active Member
Breaking News: TSLA latest news. - The Fly
'Bernstein analyst Toni Sacconaghi notes that earlier this month, he hosted a series of meetings with Martin Viecha, Tesla's Head of IR, who was notably bullish about Tesla's opportunity in Europe as he believes the Berlin factory could be the most profitable Tesla facility. The analyst also highlights that Viecha suggested that improvement in the manufacturing cost of its cars would likely dwarf improvements in battery price in the near to medium-term, and suggested that Tesla's very strong efficiency range advantage was principally due to its powertrain, including its in house built electric motors and inverters, and streamlined automotive design. Sacconaghi emerged from the discussions believing that the Tesla Semi rollout could be more modest and take longer than some investors might believe. He has a Market Perform rating and a $500 price target on the shares.'
Manufacturing cost declines dwarfing battery cost declines?!?
Also, regarding the somewhat negative comment on Tesla Semi, note that Sacconaghi talked to him in early June, likely before Elon decided to go 'all out' on Semis. That email was on June 10th.
'Bernstein analyst Toni Sacconaghi notes that earlier this month, he hosted a series of meetings with Martin Viecha, Tesla's Head of IR, who was notably bullish about Tesla's opportunity in Europe as he believes the Berlin factory could be the most profitable Tesla facility. The analyst also highlights that Viecha suggested that improvement in the manufacturing cost of its cars would likely dwarf improvements in battery price in the near to medium-term, and suggested that Tesla's very strong efficiency range advantage was principally due to its powertrain, including its in house built electric motors and inverters, and streamlined automotive design. Sacconaghi emerged from the discussions believing that the Tesla Semi rollout could be more modest and take longer than some investors might believe. He has a Market Perform rating and a $500 price target on the shares.'
Manufacturing cost declines dwarfing battery cost declines?!?
Also, regarding the somewhat negative comment on Tesla Semi, note that Sacconaghi talked to him in early June, likely before Elon decided to go 'all out' on Semis. That email was on June 10th.
I’m getting tired of of all the upward revisions to the TSLA P&D report. It’s time to tone down the expectations. Website coming up soon but here is my first FUD headline:
Breaking: Supply chain issues impacted Tesla Q2 production, insider sources tell us both the US and China plants were shutdown multiple times during the year. More details to follow....
Breaking: Supply chain issues impacted Tesla Q2 production, insider sources tell us both the US and China plants were shutdown multiple times during the year. More details to follow....
The NTU Xinhai Supercharger is now open. 4 V3 stalls
LN1_Casey
Draco dormiens nunquam titillandus
OK - I'm down for 25 to charity of your choice and $25 pz1975. Big bucks
Is it bad that I the the song, "Devil Went down to Georgia" in my head now? "I'll take that bet, yer gunna regret, 'cause I'm the best there's ever been!" [Fiddle plays]
In other news, kind of sad I missed the brief bear raid this morning, would have been nice to snag some low 900's for the EOQ. Ah well, if the numbers aren't what we're hoping, it'll be a discount sale until Q3! If not SP500 from Q2, very little doubt they'd not join in Q3!
pz1975
Active Member
I will probably load up on cheap weekly OTM calls and puts before close July 1 just in case they do announce the numbers before open July 2. The premiums show that the delivery numbers are expected next week so maybe I can catch the MMs with their pants down. Worst case is I lose some lunch money and you donate to my favorite charity.OK - I'm down for 25 to charity of your choice and $25 pz1975. Big bucks
StealthP3D
Well-Known Member
I'm loving the impact all this bad news is having on the share price!
Do you have any more bad news?
Well folks, been waiting for 5 years for this moment in time!!
$TSLA in the S&P!!!???? Hoping for a combo S&P Day/Bday present on the 2nd!!!
One small thing many forget, I believe I spoke to Robinhood years ago because of the lack of Tesla news on the App. I believe its because they report news for S&P 500 companies more than those who aren't in the index.
Not saying the FUD/News is anything but slanderous, but there is some free "Adverstising"
$TSLA in the S&P!!!???? Hoping for a combo S&P Day/Bday present on the 2nd!!!
One small thing many forget, I believe I spoke to Robinhood years ago because of the lack of Tesla news on the App. I believe its because they report news for S&P 500 companies more than those who aren't in the index.
Not saying the FUD/News is anything but slanderous, but there is some free "Adverstising"
Think idea of cheap OTM calls and puts is funny. But I am with you!
dc_h
Active Member
Out of caution, I was looking at 1200 covered calls for 7/2 expiration. About 37 cents. 1100 were also cheap. I like to sell covered calls for about $2.00 a share, with less than a 5% chance of being hit. If Tesla does release good numbers on the morning of the 2nd, I think there could be a big bounce back up. I like to be humble about short term predictions, and would be ok selling puts to buy back in, I don't want to be surprised with a big 30% jump and lose out on a big run up.
lafrisbee
Active Member
Non-technical sidebar:
End of the Quarter and what is Elon up to? tweeting barbs, goofing about the CyberBoat. His email to the troops for an "all hands on deck" kind of push to the end was even given in a low stress message.
The Admiral knows where the boat is going before the crew, and Admiral Musk doesn't appear to be uneasy.
I've already posted how I feel if Tesla delivers in the very low 80k range then a profit will be getting us into the S&P 500. But I feel that is in the bag, and perhaps Elon is whipping the horse while looking back at the pack just to see if he can put up an even better statistic.
And oh hell yeah, this IS Stock market advice..from a moron.
End of the Quarter and what is Elon up to? tweeting barbs, goofing about the CyberBoat. His email to the troops for an "all hands on deck" kind of push to the end was even given in a low stress message.
The Admiral knows where the boat is going before the crew, and Admiral Musk doesn't appear to be uneasy.
I've already posted how I feel if Tesla delivers in the very low 80k range then a profit will be getting us into the S&P 500. But I feel that is in the bag, and perhaps Elon is whipping the horse while looking back at the pack just to see if he can put up an even better statistic.
And oh hell yeah, this IS Stock market advice..from a moron.
Yes, but if parameters are hit, then regardless of the lag time, TSLA will be in S and P 500. Index funds can ill afford to wait to load up as everyone will be piling in for the momentum run. I remember when Yahoo was added to the S and P, (yeah, I know, I know) and the action was ridiculous on the final day for the funds to buy.
TSLA shows a dollar profit for the Q and everyone knows what is going to happen. Funds are forced buyers in the end, and it would be very much like a short squeeze even without the shorts.
Krugerrand
Meow
He’s free to post anyway he wants within forum rules. But it should never be forgotten this thread is first and foremost about INVESTING in Tesla/TSLA. On that topic he deserves all the criticism he gets considering;
a) his past exuberance cost naive people a lot of money (including himself, in which case he flounced off to lick his wounds and espouse a bunch of advice he couldn’t even follow himself)
b) his predictions are universally wrong most of the time, so unless you’re using him as a contra-indicator you’re better off flipping a coin
c) he changes his mind like a Chicago wind based on nothing more than out of control emotion
If that’s investing value added then give him a like and support him.
Secondarily, nothing wrong with correcting incorrect information like modern media perpetuating happiness.
dgodfrey
Member
My personal opinion on selling the CC's is sit this one out for a few more weeks. There are landmines everywhere and just a few going off could cause a mini-explosion to the SP. Outside forces are the only potential diffusion of these devices (covid, macros, politics)and Elon has no control over these.
I can't recall a time when we've had a full chamber with the safety off.
Similar threads
- Locked
- Locked
- Locked
