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

[Christine69420]

I truly hope that this surge in market value of Tesla will mean they bring forward Cybertruck, Roadster, Semi & increased Model Y production

Market value is not limiting production of these cars. Battery availability is.

 

[W84M3]

They can't. Elon said throwing more money at problems won't help at this point.

Yes, however CEO speak on an investor call... still not sure about that.

Same call where they didn't want to discuss their CapEx for 2020 btw

 

[Nuclear Fusion]

Market value is not limiting production of these cars. Battery availability is.

Buy, or start a lithium mining company...

 

[T@oo]

Unpopular opinion: just imagine cap raising now at $800; with just 2-3% dilution they can build another GF in US

They need batteries for that. So the first sign of a solution to this problem should be the continued building of GF1 ... it's not even half finished AFAIK.

 

[Fact Checking]

Jokes aside, is there anyone really expecting 900 or even >1000 before Q1 or Battery day?

It's useful to ask this question in percentages, not absolute price:

• Can TSLA appreciate by +10% or +20% if one or more of these events happens:
  • potential Moody's upgrade
  • potential S&P upgrade
    
  • potential positive FSD news
  • potential positive China GF3 news
  • potential positive April 3 Q1 delivery report

If we look at options pricing then the answer is "yes" - just like there are a lot of expectations for the price to go down.

 

[traxila]

Unpopular opinion: just imagine cap raising now at $800; with just 2-3% dilution they can build another GF in US

Was thinking same. Can it be true that Elon believes they are spending money as fast as they can without burning it? But we really need more GFs and fast... not smart enough to know the right answer. So many moving parts and the money is just the first step.... what is the point if you cannot spend it efficiently?

 

[jerry33]

Is there a list of “climate friendly” investment banks? My current bank’s CEOs comments as well as their rating on TSLA is not aligned with mine.

There is, but they have horrible returns.

 

[Nuclear Fusion]

Just hit $827 in pre-market

 

[Derek Vinyard]

TESLA (TSLA) STOCK
NAS
821.02
USD
(5.26%)
Pre-market
06:44:22 AM

EST MI Indication

780.00 USD 129.43 (19.89%) Official Close 2/3/2020 NAS

 

[dm28997]

826, up 46 pre-market. Margin covering continues, as Papafox suggests, in full swing. I have never made this much money in a few days. Thanks for your great analysis. I just read that the UK changed it's timeline to exit fossil fuel vehicles and the good news keeps coming.

As I posted SP up 50 to 830. Not sure how high it will go but a lot of longs are celebrating.

 

[DFibRL8R]

Woah, still going parabolic!

 

[Highway2Heel]

Lat night I was debating the wisdom of buying in after hours at $76x.xx....but not anymore.

 

[Cherry Wine]

 

[rsm287]

Get a roaster2 for a few extra bucks, that will be a sports car. Taycan - pathetic.

It will also have 3x the range of the Taycan!

 

[winfield100]

Anybody else having difficulty transferring shares out of fidelity. Decided to open second brokerage account when fidelity let me access my account without the two step verification that I started requiring months earlier. I was shocked but they admitted software error and didn’t seem concerned at all so I opened up Schwab account and fidelity is refusing to transfer my shares. I wonder if they were loaning them out even though they deny that. Amount in question—thousands of shares. Oh well next step arbitration for damages related to it

@Chickenlittle
Dude,
If you are in NoVa, seriously, take a day vaca and physically go to an office
fidelity offices in northern virginia - Google Search

 

[lascavarian]

Ron Baron on CNBC next.

 

[FrankSG]

Ehm... anyone else see SP touch $833 just now?

EDIT: $835

EDIT: $837

EDIT: $842

7:00 is the new 9:30

 

[Cohiba]

Ron Baron on CNBC next.

A summary of that would be appreciated.

 

[JRP3]

Buy, or start a lithium mining company...

Better start with a mining equipment company first, then mining companies for all the other elements needed, then a parts manufacturing company for cell production machines, etc...

 

[jbcarioca]

Nobody seems to have discussed the Super Bowl effect:
Ask the Athletes: Hottest new car in NFL: Tesla

That episode seems likely to have had substantial positive effects on the fans of this sport, seemingly almost all US investors are included among them.

That event could well have been a catalyst to notice the litany of positive events during the last few days, notwithstanding the Coronavirus and political disarray. With all the positive and negative events there was a need for a single attention-focusing events, probably unimportant objectively, but positive attention grabbing.

Note: I am not fond of this sport nor do I pay any attention to it. However I have met almost no US people who share my disdain.
https://img-s-msn-com.akamaized.net...ZwPh4.img?m=1&b=black&w=624&h=351&f=jpeg&q=60