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

[Prunesquallor]

Edmunds' Tesla Model Y Performance - test results:

• Braking: 60-0 mph 108 ft
• Cornering: 200 ft skid pad 0.95g
  
• Acceleration:
  • 0-60 mph 3.4 sec (w. 1 ft rollout)
    
  • 1/4 mi 11.8 sec @ 115.6 mph

Comment: reports that there is no 'roll-back' of power on repeated full-throttle acceleration runs which occurred w. earlier Tesla models (SRPM in rear of Model Y vs AC induction motors only in pre-Raven Models S/X)

But... did they figure out how to adjust the sound system volume?

https://twitter.com/edmunds/status/1272560728524771331?s=21

 

[RobStark]

Take a wild guess who is from Los Angeles.

 

[Krugerrand]

short interest now is less than 9%, compare it to 44% last year. where do you think $13bn of shortzes money go? road to 1000 was paved by blown up accounts of tslaq club.

if that was not a squeeze then I dont know what is.

You're new here. Let's just say you've missed a lot of history and leave it at that.

 

[ZeApelido]

So what I have gathered is that S&P inclusion is going to be a lot like *the* Short Squeeze; discussed for years and then never really materializes as anticipated. Got it. I'm now prepared for disappointment.

But that Model 3 HUD tho.

 

[tinm]

Yes, a second wave may impact the stock market.

What is your strategy to deal with that possibility?

I hear New Zealand’s kinda nice

 

[Jack6591]

I hope you folks know this well-publicized visit to Tulsa is just PR. It creates the appearance the decision is going down to the wire, shows Tulsa some respect and allows Elon to personally convey his thanks for their strong interest.

Terafactory Austin is a done deal. I assume the announcement will happen no later than Battery Day (or perhaps shortly after the tax abatement is approved by Travis County Commissioners Court).

I hope occurs right after the NADA regulatory capture is RESCINDED; and a free market economy is restored.

 

[Artful Dodger]

True, but a non-negligible amount of the short interest is due to convert holders.

If I remember correctly, @ReflexFunds did a calculation on this at some point, and suggested 6-7M of the short interest could be attributable to the convert holders.

Not only that, but the absolute size of the short position has doubled. With the SP on the May 31, 2019 reporting date, there was only $8.08B at risk by shorts.

With the latest report as of Jun 15, 2020 there was $15B at risk by shorts. And the SP closed about 22% higher on Friday than on Jun 15.

Let's see if there's net covering on the next report, but it will still not cover the period when the Q2 P&D report was available.

TL;dr Shortzes haven't left the building.

Cheers!

 

[Mike Smith]

Imagine how much influence Elon and Tesla will have with President West..

https://twitter.com/elonmusk/status/1279577069005897728

 

[tinm]

I hope you folks know this well-publicized visit to Tulsa is just PR. It creates the appearance the decision is going down to the wire, shows Tulsa some respect and allows Elon to personally convey his thanks for their strong interest.

Terafactory Austin is a done deal. I assume the announcement will happen no later than Battery Day (or perhaps shortly after the tax abatement is approved by Travis County Commissioners Court).

A PR stunt in which everyone, even Musk, apparently went without masks and seemed to pay no mind to social distancing.

 

[Ggusev]

Imagine how much influence Elon and Tesla will have with President West..

.. and you thought current first lady was sexy

 

[Mike Smith]

.. and you thought current first lady was sexy

That's a weird thing to say at best.

 

[Curt Renz]

The/Drive - Thursday: How a Tesla Model 3 Patrol Car Is Saving This Police Department Thousands of Dollars

Today I alerted my county's sheriff about this. Here's how he responded:

Thanks Curt. Definitely on my radar. Hopefully we’ll acquire our first trial Tesla next year.

 

[feigen66]

A PR stunt in which everyone, even Musk, apparently went without masks and seemed to pay no mind to social distancing.

You are visiting *Oklahoma*, one of the most conservative states, for a business trip. Are you going to be a SJW to lecture the governor for not wearing a mask or talking about EV plant?

Also they are hosting the event in an windy outdoor, less likely to have transmission.

 

[tinm]

You are visiting *Oklahoma*, one of the most conservative states, for a business trip. Are you going to be a SJW to lecture the governor for not wearing a mask or talking about EV plant?

Also they are hosting the event in an windy outdoor, less likely to have transmission.

No, you put on a mask before meeting with these Okie oil-and-gas climate-denying nincompoops and you cordially give them some of your time and you say a few pleasant words and then you get back in your vehicle and have your driver hand you the maximum strength Purell and as you disinfect from fingertips to elbows, the driver makes a beeline for the Gulfstream, already taxi’ed into position and holding at the end of the runway, where you hop out of the car, toss the mask on the tarmac, climb up the steps of the Gulfstream, secure the door, lean into the cockpit, and tell the pilot, “punch it” then collapse in your chair, fasten the seatbelt, and as the two engines reach max thrust, you grab your phone, speed-dial the team working Austin and tell them to get that deal done even sooner.

 

[CaliBear1]

I can vouch for retiring early if possible. The human body begins an inevitable decline that really begins to impact the quality of life for most in their mid-to-late sixties. And, if retiring early is not possible, at least set aside time to pursue activities and experiences that stir the soul, but require a higher level of energy than the majority of those who retire late have left in reserve. Do not enter your seventies with regret!!!

Advice!

OT
Stay healthy. I stopped going into an office regularly a year ago. Still working from home, but my time is much more flexible. I’m in better health now (eating habits, significant weight loss, exercise) than I have been in 25 years. Im in my early 60s and I feel like I did in my 30s. Even the pandemic "helped" as I was outside much more this spring running, walking, biking.

My plan/hope is that TSLA returns will make for enjoyable times when I stop working for good in a year or two. When combined with our pensions and other (boring) investments we should be in a very good place.

 

[UnknownSoldier]

Imagine how much influence Elon and Tesla will have with President West..

https://twitter.com/elonmusk/status/1279577069005897728

What if Ye picks Elon to be his VP?

Kanye/Elon 2020 LETS GO LETS GO F__KING GOOOO

Happy 4th of July!

 

[EV forever]

You are visiting *Oklahoma*, one of the most conservative states, for a business trip. Are you going to be a SJW to lecture the governor for not wearing a mask or talking about EV plant?

Also they are hosting the event in an windy outdoor, less likely to have transmission.

They seem to be eating/drinking in that picture - difficult to do while wearing a mask. Is that his mask on his arm, looks like he removed it just for having a snack. Also, Musk is clearly > 6 feet away from others, so he is socially distancing. My 2 cents, Musk is taking precautions without going overboard.

 

[StealthP3D]

I hear New Zealand’s kinda nice

How's that going to help the possible impact to your market investments?

 

[StealthP3D]

Not only that, but the absolute size of the short position has doubled. With the SP on the May 31, 2019 reporting date, there was only $8.08B at risk by shorts.

With the latest report as of Jun 15, 2020 there was $15B at risk by shorts. And the SP closed about 22% higher on Friday than on Jun 15.

Let's see if there's net covering on the next report, but it will still not cover the period when the Q2 P&D report was available.

TL;dr Shortzes haven't left the building.

The dollar amount of the short interest is not the amount at risk, that's the amount it would cost them to cover if they covered now. Their loss would be calculated by subtracting the price at initiation of the position plus the borrow cost from the cover cost. The amount at risk is unknowable (essentially infinite). A short-seller is legally on the hook for any amount the share price might spike to as their broker notifies them of their margin call.

 

[CorneliusXX]

Not only that, but the absolute size of the short position has doubled. With the SP on the May 31, 2019 reporting date, there was only $8.08B at risk by shorts.

With the latest report as of Jun 15, 2020 there was $15B at risk by shorts. And the SP closed about 22% higher on Friday than on Jun 15.

Let's see if there's net covering on the next report, but it will still not cover the period when the Q2 P&D report was available.

TL;dr Shortzes haven't left the building.

Cheers!

If the 6-7m short shares being used as a convert hedge is true then these don't need to be "covered" with cash collateral as the convertible notes are doing that Job. Meaning the $ figure will increase with the share price without any covering pressure. Only the remaining 8-9m would be subject to the standard covering conditions.