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

[gora321]

10 years confirmed

️ Ellec ️‏ @ellec_uk 1h1 hour ago
Replying to @konrad_bilinski
E-Tron and Taycan are coming in 2023 and they'll be almost as advanced as the Model S 2014 model

️ Ellec ️ on Twitter

 

[gora321]

Earl of Frunkpuppy ‏ @28delayslater
Earl of Frunkpuppy Retweeted InsideEVs

This is really bad for #Tesla. Not only did they invent frozen door handles.... it’s contagious! @elonmusk has some serious explaining to do to traditional automakers! #quarantineTesla #model3

Earl of Frunkpuppy added,

InsideEVs @InsideEVs
Seems these handles are frozen shut too, but wait, that's not a Tesla Model 3.
10:46 AM - 12 Feb 2019
Earl of Frunkpuppy on Twitter

 

[gora321]

ValueAnalyst‏ @ValueAnalyst1
I demand the utmost quality of arguments from $TSLA bulls, and I ask that you also keep me honest when I fail to meet our highest standard of quality. $TSLAQ is NOT the benchmark. We must be so far ahead of them that they should need a telescope to see us.

Open Letter to Tesla Bulls – ValueAnalyst – Medium

1:55 PM - 12 Feb 2019
ValueAnalyst on Twitter

 

[abasile]

Spencer‏ @sensarpensar
Popular U.S. car sales from 2013 through 2018. Yikes. $TSLA $TSLAQ @ValueAnalyst1 @elonmusk @Teslarati @tesla_truth @elonmusknt #justthebeginning

12:55 PM - 12 Feb 2019 from San Jose, CA
Spencer on Twitter

It's interesting that Prius and BMW 3 Series sales have continued to be in a slump since March 31, 2016, when the Model 3 was unveiled. Winter is almost invariably the slowest time of year for auto sales in the US, but Prius and 3 Series sales never recovered from the winter of 2015/2016. Now, some of this is undoubtedly due to consumer preferences shifting away from sedans and toward trucks and SUVs. But 400,000+ Model 3 reservations had to have had some effect on the overall market!

 

[Unpilot]

Love me some Dawkins

 

[dddaaa0]

Accelerate the world's transition to sustainable transport.

Amazon, GM in talks to invest in electric pickup maker Rivian: sources | Reuters

 

[MartinAustin]

Accelerate the world's transition to sustainable transport.

Amazon, GM in talks to invest in electric pickup maker Rivian: sources | Reuters

Does this pour cold water on the report about GM using Tesla powertrains?

 

[AlexS]

Accelerate the world's transition to sustainable transport.

Amazon, GM in talks to invest in electric pickup maker Rivian: sources | Reuters

Seems like GM-Tesla partnership is a longs FUD. Shouldn't we tell only real stuff, not make things up. Or maybe this guys who gave info to Zach and Karen was a shorty planting his ugly seed, and bate was taken.

 

[RobStark]

Does this pour cold water on the report about GM using Tesla powertrains?

If GM wants to make less than 5k battery electric pickups per year they could go with Rivian powertrain or even entire skateboard.

Some of the LG Chem cells that were going to GM could make a pit stop at Rivian first.

If they want to mass produce an electric pickup then Rivian is not really an option as a supplier.

 

[lklundin]

Wonder if Tesla will integrate this into their autopilot somehow:

I hope not, the less google the better.

 

[abasile]

Seems these handles are frozen shut too, but wait, that's not a Tesla Model 3.

Overall, Tesla vehicles do great in cold weather, and concerns have been exaggerated in media FUD. However, it's not good enough to say that because other vehicles have issues with ice, it's okay for Teslas to have vulnerabilities. We want Tesla to do better than everyone else.

We park outdoors and have recently had lots of snow and ice on our EVs. I do hope that Tesla will add some small heating elements in/around the following places:

1. Window open/close hardware.
2. Door handle mechanism.
3. Charge port door.
4. Autopilot sensors.

Those heating elements could be automatically activated when the car is parked in cold temperatures and when the heater is turned on via the app. Also, it should be possible, via Bluetooth, to control the vehicle via the app even when there's no cell signal. (I'm not sure if the Model 3 already does this. Our Model S does not.)

While probably the majority of Tesla owners garage their vehicles, workplace parking is likely to be out in the open. As with shopping center parking, trailhead parking, etc.

 

[dddaaa0]

Does this pour cold water on the report about GM using Tesla powertrains?

More of a rumor than a report.
Also, GM investing in Rivian is not same as partnering with Rivian for powertrain supply. Rivian has long ways to go before becoming a supplier of any kind.

 

[Artful Dodger]

so how do you drastically decrease the number of shares available to trade? say by 50% or even 25%, causing a short stampede?

This is the point exactly. Short sellers have effectively increased the amount of TSLA stock by about 30%.

Worse yet, the naked short-selling loophole reserved exclusively for market makers (ie: GS, UBS) means that they can create unlimited TSLA shares instantly to satisfy all Buy orders.

This means market makers effectively cap the SP at any level they choose, and further, they can drive the price down at any moment they choose, all while reaping huge profits from uninformed retail investors (c.f. Oct and Dec 2018):

 

[KarenRei]

That said, it does make Rivian more realistic. So far, they've just been a nobody with a prototype, a cheap empty shell of a factory, and a dream. If this does play out, they'll still be all that, but with the addition of $3 billion dollars, which goes a long way toward becoming a reality.

It doesn't mean that they can develop into a company that can actually produce its vehicles profitably, but at least it'd mean they'll develop into a company that can produce its vehicles.

 

[Cherry Wine]

https://www.washingtonpost.com/busi...s-behind-their-car-payments-red-flag-economy/

A record 7 million Americans are 3 months behind on their car payments, a red flag for the economy

A record 7 million Americans are 90 days or more behind on their auto loan payments, the Federal Reserve Bank of New York reported Tuesday, even more than during the wake of the financial crisis.

Economists warn that this is a red flag. Despite the strong economy and low unemployment rate, many Americans are struggling to pay their bills.

“The substantial and growing number of distressed borrowers suggests that not all Americans have benefited from the strong labor market,” economists at the New York Fed wrote in a blog post.

 

[RobStark]

That said, it does make Rivian more realistic. So far, they've just been a nobody with a prototype, a cheap empty shell of a factory, and a dream.

Plus $450M in the bank. Plus ~600 employees spread across California,Michigan, and UK, many with experience at firms such as McLaren and BMW.

$450M isn't nothing but an extra $3B wouldn't hurt.

 

[Curt Renz]

Reader's Digest - yesterday: Why Elon Musk Has Never Taken a Paycheck from Tesla

 

[KarenRei]

Plus $450M in the bank. Plus ~600 employees spread across California,Michigan, and UK, many with experience at firms such as McLaren and BMW.

$450M isn't nothing but an extra $3B wouldn't hurt.

Well, $450M raised in their history. And at least $200M was debt (not sure of the repayment schedule). I don't mean to play them down too much, but that's not "start a car company" money. $3B, however, is.

 

[ZeApelido]

Looks like someone was sent to the doghouse...

 

[Papafox]

This is the point exactly. Short sellers have effectively increased the amount of TSLA stock by about 30%.

Worse yet, the naked short-selling loophole reserved exclusively for market makers (ie: GS, UBS) means that they can create unlimited TSLA shares instantly to satisfy all Buy orders.

This means market makers effectively cap the SP at any level they choose, and further, they can drive the price down at any moment they choose, all while reaping huge profits from uninformed retail investors (c.f. Oct and Dec 2018):

View attachment 376718

Karen,
You're likely onto something with the naked short-selling loophole. It fits well with the bigger picture.

Comparing Dusaniwsky's "short sight" data from yesterday morning and this morning, I see that shorts (who have been relatively neutral on changing short interest since the Q4 ER), increased short interest by about 345,000 shares yesterday. That makes no sense in terms of timing to make money on the shorting (good news causing TSLA to rise yesterday), but it does make sense as a manipulation tool (345,000 shares that were shorted yesterday to reduce TSLA's climb) but these shares couldn't be covered before close yesterday and so short interest rose going into today.

The quantity of manipulations with Tesla is eye opening. Wishing the U.S. had some government entity that actually showed a smidgen of effort at keeping TSLA trading honest. TSLA is one of the top three or four battleground stocks in the market and has been so for quite some time, which suggests it should have significant scrutiny by government overseers, but such is apparently not the case.