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

[mtndrew1]

At the Tesla Inventory List - Find your next car site the Model S inventory in the US has dropped substantially.

6/4/19 - 574
6/5/19 - 556
6/6/19 - 410

X and 3 inventory remain virtually nonexistent.

Looks plausible that Tesla will end Q2 with virtually no inventory.

 

[ZachF]

testing $210 now

 

[Pras]

fwiw,


Toyota

“To respond with a sense of speed to the diversifying needs of these markets and to multiple challenges, both Subaru and Toyota believe that it is necessary to pursue a business model that goes beyond convention, crossing over industrial boundaries together with various types of other entities that share their aspirations. As a first step in this direction, while accelerating productization by bringing together technologies that represent each company’s strengths and cooperating where possible, the two companies will jointly develop a BEV-dedicated platform. The platform will be developed in a way that will make it broadly applicable to multiple vehicle types, including C-segment-class and D-segment-class sedans and SUVs, as well as to efficient development of derivative vehicle models.”


Tesla

“Tesla’s mission is to accelerate the world’s transition to sustainable energy.”

A chart showing the consolidation / cooperation in the EV space by auto OEMs will be a nice one to have. To show how the traditional enemies are uniting to fight against the main challenger.

 

[endofpetroleum]

But that strong, strong vaporware smell it gives off can't be environmentally friendly.

$120mi in funding some from nuclear officials in govt, 100+ scientists involved, and a total new theory of nature which matches all experimental NIST data we have. Atomic Theory | Brilliant Light Power

You can't make up the slothiness of people who hit the buy button on their TSLA stock as it goes up and down or scan Musk's twitter feed for some new insight.
Do the homework - we're waiting...

 

[ZachF]

fwiw,


Toyota

“To respond with a sense of speed to the diversifying needs of these markets and to multiple challenges, both Subaru and Toyota believe that it is necessary to pursue a business model that goes beyond convention, crossing over industrial boundaries together with various types of other entities that share their aspirations. As a first step in this direction, while accelerating productization by bringing together technologies that represent each company’s strengths and cooperating where possible, the two companies will jointly develop a BEV-dedicated platform. The platform will be developed in a way that will make it broadly applicable to multiple vehicle types, including C-segment-class and D-segment-class sedans and SUVs, as well as to efficient development of derivative vehicle models.”


Tesla

“Tesla’s mission is to accelerate the world’s transition to sustainable energy.”

The top one seems like a wordy way to say "To make a profit"

 

[anthonyj]

I think that random +8.8% day we had on Tuesday really kicked people in the nuts. Tesla has been in a coma for too long without any bounces.

I think September $300c are a good bet

 

[T@oo]

A battle about 210. I like to hug somebody.

 

[Chunky Jr.]

I didn't get the bottom, but I'm glad I added ~7% to my TSLA holdings at $190

 

[azaz]

smashing through 210....

picked up another couple shares this morning at 203

 

[DocZ]

How embarrassing it must be for Adam Jonas. What an idiot.

 

[Mars ☰mperor]

How embarrassing it must be for Adam Jonas. What an idiot.

Greedy scumbags like Adam Jonas has no shame, moral or self-respect.
He does not feel a thing, obviously.

Come to think of it, during this dump and pump cycle, he must have made a lot of money. What a criminal.

 

[Nocturnal]

Well good morning TSLA! I'm glad I checked the couch cushions and bout 20 more at 190.

Greedy scumbags like Adam Jonas has no shame, moral or self-respect.
He does not feel a thing, obviously.

Come to think of it, during this dump and pump cycle, he must have made a lot of money. What a criminal.

Right. He will find some excuse, blame irrational cult investors etc. and still collect his unearned paycheck.

 

[Pras]

In terms of EV partnership / consolidation I can think of the following. I am sure there is more.

Ford + VW
Subaru + Toyota
Honda + GM
Fiat Chrysler + Renault / Nissan
JLR + BMW
Daimler + BAIC (China)

 

[JusRelax]

A (painful) lesson in stock purchasing....

This is what it looks like trying to catch a falling knife:

Don't worry about all those (margins), margin was only used while funds were in transfer to the account.

 

[aagosh]

Would SEC now wake up and sue Morgan Stanely and Adam Jonas for misleading investors?

No - Because they are Shortseller Enhancement Commission after all ;-)

 

[shrspeedblade]

I'm really curious to know if the climb this week is more shorts covering or just higher demand for the stock. If it's the former, that's good as the smart ones are showing prudence based on rumblings for 2Q deliveries, it it's the latter that's even better as it means there are still 40 million shares/30% of the float to be bought back in addition to the increased buying!

(Numbers based on Ihor's Twitter feed as of 6/4.)

 

[Singuy]

Glad to be a tsla and amd shareholder this week. Neck and neck race between the two as it they are twins.

 

[Bobbyducati]

shorted a 227.5$ put for $5k last week. Expires 6/28. feelsgoodman.gif

 

[AndyH]

At the Tesla Inventory List - Find your next car site the Model S inventory in the US has dropped substantially.

6/4/19 - 574
6/5/19 - 556
6/6/19 - 410

X and 3 inventory remain virtual nonexistent.

Looks plausible that Tesla will end Q2 with virtually no inventory.

I've been a moron and worried about the 25 pre raven S+X that's been sitting in inventory in Sweden for a while. But now there's suddenly only 5 S+X 75D left.

For comparison our local VW dealer has 45 cars in inventory.

 

[Dwdnjck]

Short Ferrari. Buy Tesla. Ferrari has a market cap of 27 billion. Sells less than 10000 cars and is preparing for Roadster 2.0 by paying a small dividend and share buybacks and, of course, a coming hybrid. Good luck with that.