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

[Boomer19]

tsla 2.0% convertible senior notes 5/15/24
semiannual 5/15 and 11/15 int beginning nov 19

conv premium ~ 27.5%
243 * 1.275 = 309.83

conv price 309.83

3.2276 shares common for every note (1000principal)

cusip 88610RAG6

https://ir.tesla.com/sec-filings/sec-filing/fwp/0001193125-19-135776

 

[lklundin]

I’d prefer to pick my horn sound from Fart Mode.

With the added benefit that you can laugh in the face of danger...

 

[Boomer19]

up 3 to down 1.50 in a min

make that down 2 2.5

don’t have the throw much volume at manipulating the morning. but todays regular trading may give us a show of what’s to come.

papa had interesting write-up yesterday in daily charts. worth a look

 

[Singuy]

Man I must be dumb. Don't get it.
And I am a pharmacist.

Pharmacist represent! Also a rph from FL.

 

[Boomer19]

Go test drive the very best autopilot-like technology in competition from any car company. Take a look at their internet boards to see how their customers review it and use it.

Then do the same with Tesla.

I can’t even quantitate the difference in terms of either absolute utility or pace of improvement

not disputing that. i have a 3 and was impressed by ap since the beginning, let alone it’s potential. i’ve been following and driving teslas since 2010-2012, as many of us here, and i think they’re the best product on the market.

but that’s not the issue...it’s the lofty expectations set forth, in valuation, and time to market, and the effect it may have on all who affect the stock price...that was kinda one of my rambling points, and what concerns me

 

[lklundin]

FSD just increased to $6k. A few hours ago it was $5k. Shucks. Hope it doesn't keep going up as I want to buy in a few months.

OK.

I managed to place my Model 3 order in the narrow window with FSD at 5200 € and 7500 km free Supercharging via a referral.

Also, I have been lucky to be able to raise money for the payment without having to sell any TSLA, which is very good since for some time my TSLA has had that expensive, red color.

 

[JBRR]

Patrick McGee on Twitter

More on the @tesla - Fiat 'open pool' arrangement.


Not said explicitly how much Fiat will pay Tesla to meet EU 2020/21 targets, but it's sizable and multi-year.

Peter Campbell on Twitter

“Total cost of credits across both Europe and Nafta is €1.8bn, CFO Richard Palmer says.

Says it is important for the company to have secured the credits.”

Is FCA only buying credits from Tesla?

 

[JBRR]

Patrick McGee on Twitter

More on the @tesla - Fiat 'open pool' arrangement.


Not said explicitly how much Fiat will pay Tesla to meet EU 2020/21 targets, but it's sizable and multi-year.

Peter Campbell on Twitter

“Total cost of credits across both Europe and Nafta is €1.8bn, CFO Richard Palmer says.

Says it is important for the company to have secured the credits.”

Is FCA only buying credits from Tesla?

From above it looks like the FCA payments are at least 140m$/quarter.

 

[Webeevdrivers]

From above it looks like the FCA payments are at least 140m$/quarter.

Isn’t that the margin equivalent of selling about 11,000 cars? Cool.

 

[JBRR]

Peter Campbell on Twitter

Lots of questions on the Tesla/CO2 deal. Latest - does it get you over the CO2 line?


Manley estimates FCA would have picked up €390m fine this year.


Lays out v clear roadmap of how FCA intends to meet CO2 rules over 2020-22...

Peter Campbell on Twitter


Roadmap of FCA CO2 compliance:


2020

20% conventional ICE tech rollout

80% credit pooling


2021

40% ICE tech

45% from EV/hybrid rollout

15% credits


2022

50-60% EV/hybrid

40% ICE tech


Manley: "If there is need for pooling [in '22], it will be v v small"

Ok so. 390m eur fine dodged this year. Could be 140m $ total paid for 2019 to avoid.

 

[Huskyf]

Why $Tesla is UP this morning 3% and now is down -0.8%
Strange any bad news comming ????

 

[JBRR]

Peter Campbell on Twitter

Replies in the affirmative to the Q whether FCA is buying 1.8b eur worth of credits solely from tsla.

Obs: he is a journalist not an employee of
FCA, so this just his interpretation.

 

[JBRR]

Peter Campbell on Twitter

Replies in the affirmative to the Q whether FCA is buying 1.8b eur worth of credits solely from tsla.

Obs: he is a journalist not an employee of
FCA, so this just his interpretation.

Big if true!!!

 

[anthonyj]

Why $Tesla is UP this morning 3% and now is down -0.8%
Strange any bad news comming ????

That means I’m gonna buy some right now

 

[Tslynk67]

Yesterday a cap raise - hurrah!! SP up.

Today, actually we’ll raise more due to high demand, plus the CEO buys extra - booo!! SP down.

No logic.

 

[Krugerrand]

What would stop people with a lot of capital, buying all the vehicles and immediately reselling them for $$$?

Tesla.

 

[Artful Dodger]

Why $Tesla is UP this morning 3% and now is down -0.8%
Strange any bad news comming ????

The SP will be natually capped at the convertible Senior notes price (set at May 2nd close or $244.10/share).

The offer closes on May 15. I think we'll see a natural lull until then.

Why would anyone accumulate shares at a higher SP when you could buy the notes for less?

Cheers!

 

[DurandalAI]

Now we can issue stock buybacks to burn the shorts, amirite???

(/snark)

Reminds me of a certain someone who kept on saying Tesla should do stock buybacks who eventually blocked me on Twitter.

 

[shootformoon]

The SP will be natually capped at the convertible Senior notes price (set at May 2nd close or $244.10/share).

The offer closes on May 15. I think we'll see a natural lull until then.

Why would anyone accumulate shares at a higher SP when you could buy the notes for less?

Cheers!

This is not necessarily the case. The offer is not unlimited amount and i guess some investors even do not have chance to participate. On the other hand, shorts can participate and use the new ammo to dump in the open market.

 

[EVMeister]

The SP will be natually capped at the convertible Senior notes price (set at May 2nd close or $244.10/share).

The offer closes on May 15. I think we'll see a natural lull until then.

Why would anyone accumulate shares at a higher SP when you could buy the notes for less?

Cheers!

Not everybody knows/cares about the notes is the simple answer to that one. I'm sure there is a more complete and correct answer as well.