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

[K_Dizzle]

can someone smarter than me help me understand something. Assuming Elon knew Larry was going to invest $1B into Tesla, could he have done a bought deal with Tesla issuing Larry new shares in exchange for the money rather than buying shares on the open market? Assuming Tesla did infact need money this could have boosted the balance sheet quite a bit.

 

[Carl Raymond]

can someone smarter than me help me understand something. Assuming Elon knew Larry was going to invest $1B into Tesla, could he have done a bought deal with Tesla issuing Larry new shares in exchange for the money rather than buying shares on the open market? Assuming Tesla did infact need money this could have boosted the balance sheet quite a bit.

By all reports the balance sheet does not need boosting. Cashflow is exceeding all requirements for growth at max pace. So no need to dilute.

 

[anthonyj]

can someone smarter than me help me understand something. Assuming Elon knew Larry was going to invest $1B into Tesla, could he have done a bought deal with Tesla issuing Larry new shares in exchange for the money rather than buying shares on the open market? Assuming Tesla did infact need money this could have boosted the balance sheet quite a bit.

Yeah. That’s what the Saudis wanted to do actually. Elon told them to go buy on the open market.

 

[30seconds]

can someone smarter than me help me understand something. Assuming Elon knew Larry was going to invest $1B into Tesla, could he have done a bought deal with Tesla issuing Larry new shares in exchange for the money rather than buying shares on the open market? Assuming Tesla did infact need money this could have boosted the balance sheet quite a bit.

they could, but it would piss off their other large institutional shareholders as they would usually want to invest in a pro-rata manner

 

[gora321]

VW, Toyota rise to the defense of auto shows
Somebody spends money on avto shows somebody pick up 100.000 reservations without showing the car.
Somebody need a marketing budget to sell and somebody rather decreases the price.

Who is stuck in time? To solve this problem you should probably replace whole marketing dep?

 

[hobbes]

For one day? A storm in Atlantic ocean could have more impact.
Please be more innovative.

Actually, Elon decided to skip the finishing work being done at the harbor from now on to get the cars to the delivery centers more quickly. The strike contributed to the decision but there was now delay. (google translated the linked article from Belgium)

 

[myt-e-s-l-a]

For one day? A storm in Atlantic ocean could have more impact.
Please be more innovative.

The strike is expected to cost tens of millions of euros to the Belgian economy, and they indicated that they would be prepared to organize more strikes before the coming elections if negotiations did not bring the expected results.

 

[Beltsbear]

Until the latest release, to which vast numbers of older machines cannot upgrade to, for no good reason other than trying to force more sales of newer machines. We have a large number of Macs as workstations at my office (myself I am on a PC, and the developers are all running Ubuntu on their macs, though). Almost none of them can be upgraded. Which also means MANY apps cannot be updated, because they depend on the newer OS - this includes third party apps. Windows is doing a much better job of supporting older hardware at the moment.

You obviously don’t work with Mac much. The latest OS can run on systems that are six years old in most cases. For example I have a 2012 MacBook Pro which is running the latest release without any hacking. Also amazingly, the system works quite smoothly for a machine that old. It’s resale value is absurd compared to a six year old windows laptop.

The only case where your right is the lack of upgradability of 2016 and newer machines. The non-replaceable hard drive/SSD is unfortunately the reason that I’m moving away from Apple on my next purchase.

 

[dddaaa0]

Thank you Mr. President!

 

[JRP3]

Senate passes bill to avoid shutdown.

 

[gora321]

Manuel Pazos‏ @ManuelPazosMSX

3:10 AM - 13 Feb 2019
Manuel Pazos on Twitter

 

[EVMeister]

Manuel Pazos‏ @ManuelPazosMSX

3:10 AM - 13 Feb 2019
Manuel Pazos on Twitter

Should that not just be "Brace yourself"? Why would you need to give yourself a hug because electric cars are coming?

 

[NicoV]

The strike is expected to cost tens of millions of euros to the Belgian economy, and they indicated that they would be prepared to organize more strikes before the coming elections if negotiations did not bring the expected results.

Yeah, they always say that.
A real strike (multiple days) could do some damage, but I doubt the unions want to spend money on that (strikers only get paid by the unions for strikes longer than one day).

 

[larmor]

Should that not just be "Brace yourself"? Why would you need to give yourself a hug because electric cars are coming?

Its an electromagnetic brace...

 

[EVNow]

It was another good day for TSLA long where the Value of the company is increasing and SP do not!

"Ideal for me would be if such situation would last for some 10 years."

I'm not sure many of us want to wait for ten years. I guess it depends on what stage you are in your life ...

 

[gora321]

"Ideal for me would be if such situation would last for some 10 years."

I'm not sure many of us want to wait for ten years. I guess it depends on what stage you are in your life ...

Well I wrote Ideal for me

 

[K_Dizzle]

they could, but it would piss off their other large institutional shareholders as they would usually want to invest in a pro-rata manner

So then

they could, but it would piss off their other large institutional shareholders as they would usually want to invest in a pro-rata manner

im pretty sure every single institutional investor would take hypergrowth at a cost 2% dilution

 

[tinm]

Rather amazing turnaround: just a couple of months ago they were one of the biggest Tesla shorts, via put options.

Are you sure? I though Susquehanna International Group (which I believe has Koch Bros ties) was the big short on TSLA. Same Susquehanna org? Different?

 

[avoigt]

Daily Charge on Twitter

 

[Carl Raymond]

So then

im pretty sure every single institutional investor would take hypergrowth at a cost 2% dilution

This has been discussed. There are limits to growth rate other than money. No amount of money can clone people and the skills and knowledge they acquired since joining Tesla.

Bad service. Delivery issues. Stalled lines. All problems we’ve witnessed recently arising from growth. Grow fast, not stupid fast.

Musk has said more than once that cashflow already supports the desired growth rate.

Remember that growth is proportional, it will happen faster than you expect.