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

[wipster]

This might be a bit more informative:
Elon Musk's SpaceX in talks to raise funds at $44 bln valuation - Bloomberg News

Now if we can only find those people familiar with the matter then we'll have something!

 

[CorneliusXX]

******* ******** *** ** **** *** *************!

Are you using morose code?

 

[wipster]

******* ******** *** ** **** *** *************!

And you can say that again!

(Or maybe not...)

 

[StealthP3D]

Right now Tesla is building or enlarging 4 factories and only has 8.5 billion in cash.

The pertinent fact is not the exact amount of cash they have but whether the amount is shrinking or growing as they address their initiatives as quickly as practical from a management and growth perspective.

And it looks to me that the cash on hand is likely to grow over the next two quarters. But guess what? Elon and gang would know better than I so I don't care to second guess their strategy.

 

[EdKan]

Dodger, currently the SP appears to have gone below the lower BB. Educate me.....does that mean anything for the next few days?

 

[Carl Raymond]

The coup tweet will only be taken seriously by conspiracy theorists, but it's hard not to interpret "Pronouns suck" as a coded message against transgender people.

I didn’t even think of that. In an earlier tweet Musk had used “whoever” when I think it should have been “whomever”.

He posted “twitter sucks” (because he couldn’t fix the error) and “pronouns suck” (transfer blame to the English language).

English is kind of sucky. I’m still trying to work out why an alarm goes “off”, when it goes on, and English is my only language.

 

[Krugerrand]

Are you using morose code?

Yes! It was entirely sullen and ill-tempered what I said.

 

[steve3]

That's not going to capture more mindshare. We can do better. Who doesn't remember these catch phrases from Politics, Sports, the Movies, and Advertising over the years?

• 1940s: "Who’s on First?"
• 1950s: "I Like Ike"
• 1960s: "We Choose to Go to the Moon", "Float like a Butterfly, Sting like a Bee"
• 1970s: "Houston, We Have a Problem", "May the Force be with you"
• 1980s: "I'll Be Back", "I Feel the Need, the Need for SPEED!"
• 1990s: "To Infinity and Beyond!", "Show me the money!"
• 2000s: "My Precious"

The art of creating these slogans is big business. Here's some pointers for success:

Guidelines to Create Great Slogans

1. Identification. A good slogan must stay consistent with the brand name either obviously stated or strongly implied. It’s better to include the name of your business to it.
2. Memorable. Some of the best taglines or slogans are still being used today, even though they were launched several years ago.
3. Beneficial. Reveal your purpose and benefits of the product by conveying the message in consumer language. Turn bad into good. Suggest the risk of not using the product. Create a positive feeling for the consumers.
4. Differentiation. In an overcrowded market, companies on the same industry need to set themselves apart thru their creative and original tagline or slogan.
5. Keep it simple. Use proven words and short keywords. One word is usually not enough.

The Tesla 20s - not just a decade

 

[AlMc]

Something to consider:
I sold a significant portion of my TSLA shares in late 2013 to pay off my P85 and solar panels. I had more than doubled my money and was pretty proud of myself. I have continued to accumulate since.
Looking at the share price today, my P85 and solar panels roughly cost me of about $1,000,000.00.

Could be worse...You could have put down a 250K deposit on a Roadster and watched the SP go from the 300 to 1500 level....

 

[Pezpunk]

What?? I’m clearly living under a rock. How you get from point A to B on that is beyond me. It’s quite literally the LAST thing I’d be able to come up with from his tweet.

And frankly, she can’t know him very well if she thinks he ‘hates’ any particular group of people. He’s as tolerant of others as I’ve ever seen. He doesn’t even ‘hate’ the shorts. He is after all trying to save us all from ourselves and he’s made a baby with her; someone he just described as the most unusual person he’s known.

I’m willing to bet she knows him a hell of a lot better than you do, so maybe back off on the arrogance. For what it’s worth I took the tweet the exact same way she did.

 

[Krugerrand]

I didn’t even think of that. In an earlier tweet Musk had used “whoever” when I think it should have been “whomever”.

He posted “twitter sucks” (because he couldn’t fix the error) and “pronouns suck” (transfer blame to the English language).

English is kind of sucky. I’m still trying to work out why an alarm goes “off”, when it goes on, and English is my only language.

In that context, her tweet is now hilarious and not ‘serious’ at all. And the use of the word ‘hate’ is an over dramatization/hyperbole of his ‘frustrations’ with Twitter/pronouns in the context you provided.

See, people. Totally innocent. No need to get bent about what he tweeted. Didn’t mean anything close to the conclusion jumped to, or the shark jumping conclusion that I also likely did about her tweet.

 

[Unpilot]

I'm hopelessly lost.
But pretty content with myself anyway.

 

[Krugerrand]

I’m willing to bet she knows him a hell of a lot better than you do, so maybe back off on the arrogance. For what it’s worth I took the tweet the exact same way she did.

Then you can rejoice in being wrong since @Carl Raymond just put the series of tweets into what seems like the logical and reasonable context.

That you and others jumped to the conclusion you did says more about you than Elon.

If he is a hateful being, then what’s her excuse for making a baby with him and staying in the relationship? No need to answer, that’s rhetorical.

 

[willow_hiller]

I'll formally apologize for derailing the investor thread.

Since Grimes deleted her tweet, I think it's safe to assume that whatever Elon meant, it wasn't said in hate.

Let's leave it at that and enjoy the weekend.

 

[JustSaying]

Tesla, the ultimate driving machine

Tesla, "Daily dividends of driving pleasure"

 

[smorgasbord]

Since some folks seem eager for Tesla to be spending all of its cash, I wanted to share a thought.
...
They’re using over 1/3 of their cash balance just to build cars for the quarter – to fund their ongoing operations. Sure that money comes back at the end of the quarter, but they needed to spend it in the interim to build cars – hence it takes money to make money.

Remember that Tesla doesn't front the money for the materials and parts it receives. For most suppliers, it's probably between 30 and 90 days. At one point a few years ago, Musk said on the conference call that his goal is to build cars so quickly that Tesla might sell the car just before the money to suppliers is due. They're probably not there yet, especially for vehicles being shipped overseas, but there certainly is a lag between Tesla getting supplies and paying suppliers.

However, that lag currently results in a steady state balance owned by Tesla to suppliers. I'm sure we can find it in the last and upcoming 10-Q, but I'm too lazy today. That is, assuming Tesla is at a constant run-rate of vehicle production they stay at a constant balance owed to suppliers. So I would assume that's already built into the books.

 

[lafrisbee]

I don't disagree with your interpretation; it could even be taken as pro-transgender (do away with pronouns altogether).

But to tweet it without context or clarification is an open invitation for drama.

He's a smart man. He knows how his words will be interpreted.

yeah that's what I thought Elon meant... pro-trangender...but Assholes aren't just male or female.

 

[lafrisbee]

Tesla Slogan
Wagon Car Tesla

 

[StealthP3D]

CNBC video on Autopilot. Definitely worth a 20 min watch.

Why the complete version of Tesla Full Self-Driving will take longer than Elon Musk says it will

CNBC has bad intentions when it comes to TSLA. Galileo (Hyperchange) was scheduled to go on CNBC to talk about TSLA on Thursday, the day after earnings came out. But they called him up last minute as TSLA share price was crashing to cancel the scheduled interview. You see, they knew Gali was an inspirational TSLA bull and would help propel shares to new highs which would make the downside correction appear that much more dramatic and scary. Because this fits their narrative of a stock that trades on aspirations at unreasonably high levels and it's not the kind of stock any sane person should be messing with. But when they saw the price was already correcting on Thursday, they called off the interview last minute. Because they didn't want Gali to help the correction recover early. They wanted it to go down as far as possible.

 

[Beezer_9]

Tesla, "Daily dividends of driving pleasure"

Tesla, Together Earth Still Loves All