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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Nice. He responded to Fact Checking.
Gene Munster was the best of the AAPL analysts during the Steve Jobs era, and for a second act, he’s the best of the TSLA analysts.
He is holding no punches: he predicts that the greatest carmakers of our lifetime will all soon go out of business.
This would be a staggeringly bold prediction, anywhere else except on this forum!
OT - NKLA
Any one wanna comment on this?
https://twitter.com/garyblack00/status/1278728427156262912
$NKLA - I still don’t get why a huge arbitrage exists between $NKLA shares @ $61.50, and $NKLAW warrants @ $35.10 plus exercise price @ $11.50. The 23.9M $NKLAW warrants are exercisable starting tomorrow 7/3
Any one wanna comment on this?
https://twitter.com/garyblack00/status/1278728427156262912
$NKLA - I still don’t get why a huge arbitrage exists between $NKLA shares @ $61.50, and $NKLAW warrants @ $35.10 plus exercise price @ $11.50. The 23.9M $NKLAW warrants are exercisable starting tomorrow 7/3
The Accountant
Active Member
Regulatory Credits will be the most important determinant of profit.
See my Q2 Profit estimates here:
Near-future quarterly financial projections
Causalien
Prime 8 ball Oracle
I haven't gone in detail about the math because I don't want to think about NKLA. But when this happens, the most likely explanation is the borrow cost or option premium and the failure to delivery fees. Last I heard, getting exercised on NKLA and ending up short by accident will empty your account and give you a margin call.
smorgasbord
Active Member
I bet he's never seen a drill with a cord, either!
Mo City
Active Member
That was the joke about talking to himself.
It isn't about the instantaneous market cap, but about the 6-month and 1-month average market cap. @KarenRei had created a spreadsheet that tracked how many days it would take at a given stock price to achieve the necessary averages, but I'm not sure where that is. (And I think it was aimed at the first trance which is already done.)
So probably soon.
Market cap is just one of three factors. Revenue and Ebitda also have to reach certain milestones: $35 and $3 billion for the second tranche and $55 and $4.5 billion for the third one. So not there yet.
StealthP3D
Well-Known Member
How does a 10 year old have $200?
$200 is the new $20. When I was a kid, getting $5 for my birthday was golden!
The real answer is "money is as scarce as you make it". If you hold onto it too tightly, you will squeeze it all away! It looks like BlackS's kid is learning early not to hold onto his money too tightly!
Artful Dodger
"Neko no me"
That's not certain. The price cuts came on Jun 4 toward the end of 2020Q2 when most of the vehicles produced in Q1 were likely already delivered.
Further, some vehicles produced in Q2 (~3 wks worth between May 11-Jun 04) benefited from lower COGS due to the lower bty cost, but still sold for the full retail price BEFORE the price cuts on Jun 4th.
I think its just as likely that Tesla actually timed the price cuts take effect as soon as possible after the old inventory had been moved through the system.
Cheers!
Unfortunately....our dollar is getting devalued daily with the unlimited fed printing
That was the joke about talking to himself.
Ah,,,my higher reasoning functions are being disrupted by today's price action.
Or, I'm an idiot.
Definitely one of the two.
StealthP3D
Well-Known Member
Actually $400....he saves every cent he gets from bdays, christmas, doing work around the house...etc....been teaching him the power of compounding and investing for the long haul. The next lesson is about paying taxes
He needs to learn about rent and utilities too!
I know pre-announcing earnings isn't as much of a thing anymore, but if Elon had enough visibility to say they were close to break even before quarter end, anyone think they may pre-announce if its a surprise to the upside?
I would be surprised myself but just thinking out loud.
I would be surprised myself but just thinking out loud.
'It's Tesla's world and everyone else is paying rent': analyst
Tesla’s surprisingly solid delivery numbers out Thursday underscore the point.
The company said it delivered 90,650 cars in the second quarter, trouncing Wall Street estimates for 72,000. In the first quarter, Tesla delivered 88,496 cars. Importantly, Tesla pointed out it has successfully ramped production back up at Fremont to pre-COVID closure levels.
Tesla shares rose as much as 9% on the news.
Tesla’s surprisingly solid delivery numbers out Thursday underscore the point.
The company said it delivered 90,650 cars in the second quarter, trouncing Wall Street estimates for 72,000. In the first quarter, Tesla delivered 88,496 cars. Importantly, Tesla pointed out it has successfully ramped production back up at Fremont to pre-COVID closure levels.
Tesla shares rose as much as 9% on the news.
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