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

[lafrisbee]

Over 800K Cybertruck reservations according to Inside evs.

Didn't know the numbers were that high.

Don't Wait: Ten Reasons To Buy The Tesla Cybertruck NOW!

That's exactly why I "ordered" three after the number was supposedly over 150,000. I ended up being in the 200,000 range. I ordered one of each to keep my options open. And I timed it so any bugs will be worked out, and the FSD should be level 5.

 

[RobStark]

Y'all been put on notice....

View attachment 572105

Deutsche Bank will exit global equities business and slash 18,000 jobs in sweeping overhaul

 

[Jovian]

All you speculating on why Robin Denholm sold and making outlandish S&P 500 speculation... she adopted this sale plan on May 15th, says it right in the filing:

"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 15, 2020 and established by the reporting person for the purpose of an orderly liquidation of options scheduled to expire in 2021."

Can we chill with the speculation. There's a million different possibilities and if you're just going to take a 'wild ass guess' go to the casino. If you have some data points to share with us, I'm sure we're all ears.

 

[StealthP3D]

I don't understand why folks keep coming back on this as though the math is hard. There is no scenario in which the taxes equate to 100%. Further, Denholm is already quite rich.

No, she is not already quite rich. Where did you get that idea? Most of her wealth is directly attributable to TSLA stock and options. And you are wrong about taxes when it comes to option grants. You can very well end up underwater if the share price falls because of the way the taxable income is based upon the share price when they are awarded. It is well known that you can lose your shirt this way if you don't sell!

She worked at Juniper Networks for 9 years. One look at the 22 year price chart for JNPR will make her actions clear as a bell. Insider selling is not a good indicator of share price performance going forward. This topic has been well researched. Insider buying is correlated with good performance going forward. Insider selling is not correlated with poor performance going forward.

Taking profits on your compensation is not worrisome at all - it's completely normal and no one who is familiar with public companies and insider behavior would even bat an eye at this (unless they were trying to drum up fear, uncertainty and doubt). I will give you the benefit of the doubt and just assume you are not very familiar with how stock-based compensation works.

 

[Zaxxon]

Lolz.

 

[Artful Dodger]

MUST BREAKTHROUGH THIS 1500 RESISTANCE!

View attachment 571954

Yeah, funny thing about seige warfare: breaking thru the wall is easy; its killing those guys dropping hot oil on yer head that's hard.

 

[Steve m]

That was 40 years ago - a completely different world.

uhm no. Earth is still earth and the idea of not having to go back to the family farm is still the same idea.

 

[ByeByeJohnny]

All you speculating on why Robin Denholm sold and making outlandish S&P 500 speculation... she adopted this sale plan on May 15th, says it right in the filing:

"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 15, 2020 and established by the reporting person for the purpose of an orderly liquidation of options scheduled to expire in 2021."

Can we chill with the speculation. There's a million different possibilities and if you're just going to take a 'wild ass guess' go to the casino. If you have some data points to share with us, I'm sure we're all ears.

But but but so many here the last hour has been so sure how horribly bad she was behaving by not holding forever. You can't show up with facts and reasoning.

On May 15 the share price was $800. That was just after Elon said the price was too high. All she did was take Elons advice /s

 

[CanadaEV]

I think someone here commented when that survey came out that the JD Powers quality survey is funded by the US Auto Industry... going by this article, I'm pretty sure my wonderful 2018 Model 3PD must have been made in China...

Tesla's made-in-China cars lead market in quality while US-made Tesla cars score lowest - Electrek

 

[ggr]

When she exercised her options she triggered a tax event. She instantly owed the taxes on the capital gains between the strike price and the market price the day she exercised. So she has no choice but to same day sale unless tens of millions in taxes no big deal to her. Remember stories from the dot com days when insiders exercised their options on some high flyers and did not sell, only to watch their stock literally get wiped out and a huge tax bill come due that made them essentially destitute.

Question is why did she do that now, with the S and P event about to occur? I do know there are specific windows when they are allowed to do this kind of stuff. Perhaps this is the reason.

She had to effectively decide back in May to do this transaction. It isn't any kind of spur-of-the-moment decision.

 

[tinm]

All you speculating on why Robin Denholm sold and making outlandish S&P 500 speculation... she adopted this sale plan on May 15th, says it right in the filing:

"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on May 15, 2020 and established by the reporting person for the purpose of an orderly liquidation of options scheduled to expire in 2021."

Can we chill with the speculation. There's a million different possibilities and if you're just going to take a 'wild ass guess' go to the casino. If you have some data points to share with us, I'm sure we're all ears.

If you’re going to get all factual on this little issue, at least spell her name right

 

[Steve m]

Yeah, funny thing about seige warfare: breaking thru the wall is easy; its killing those guys dropping hot oil on yer head that's hard.

so if you need hot oil to break a seige then a Tesla is the wrong car?

 

[Joesantelli]

Looks like my prediction of a Monday s&p were wrong... Historically I don't think any Tuesday additions have took place I guess we try again on Wednesday

 

[printf42]

Did some digging on this report.
They are a website that a user can submit a complaint, they would publish it and relay to the OEM and authorities requesting follow up, then the user can rate the follow up actions.

They claim to verify submitted complaints to make sure there are no fraudulent entries. But that seems to be limited to submitting some ownership proof for example invoice etc. So don’t feel surprised shorts would start to pile up panel gap complaints in there.

Remarkable fact is, there is ZERO complaints for MIC Model3 in April and Jun, and only THREE complaints in May. Two of those cases were because the owner want to return a ineligible car for some issues and got rejected.

Also on top of the list are mostly much cheaper compact cars, premium cars all come much later.

Model 3 is truly a class of its own.

Partial list: (complaints per 10k sales)
1. Model 3 -MIC 0.7
2. Benz A class 4.2
3. Dongfeng YiXuan 6
4. Honda LingPai 6
5. VW Santana 6
6. VW Jetta VA3 6.2
7. Toyota Yaris 6.8
8. GAC Aion S 8.2
9. Chevy Cruz 9.2
10. Benz E class 12.3
11. Toyota Corolla 12.6
12. FAW Hongqi H5 12.7
13. BMW 3 series 13.3
14. BMW 5 series 13.7
15. Nissan Sylphy 14.2
16. Toyota Vios 14.5
17. VW bora 14.9
18. Audi A3 17.1
19. Benz C class 17.3
20. VW Polo 17.7

 

[chrsk]

That's exactly why I "ordered" three after the number was supposedly over 150,000. I ended up being in the 200,000 range. I ordered one of each to keep my options open. And I timed it so any bugs will be worked out, and the FSD should be level 5.

Know several people that have done the same.

Btw in Norway, it looks like you will need a truck license to drive it. Not 100% sure about the rest of Europe, but I think that the case might be the same there. So if it ends up this way, I'm thinking that the number of cancellations from Europe will be well above 50%.

 

[Right_Said_Fred]

Know several people that have done the same.

Btw in Norway, it looks like you will need a truck license to drive it. Not 100% sure about the rest of Europe, but I think that the case might be the same there. So if it ends up this way, I'm thinking that the number of cancellations from Europe will be well above 50%.

Best not to speculate about the rest of Europe, if it could have such huge implications for European demand. For all we know Norway may have unique regulations. In the EU you can drive huge vans, monstrous US trucks and even medium cargo trucks (up to 3500 kg) with a regular drivers license. I can drive the truck in the picture below with a regular license, wouldn’t I be allowed to drive a Cybertruck then?

 

[Tslynk67]

Early on, I invested in Tesla because of Elon’s steadfast position, that he would be the last to sell his shares. I am left questioning Ms. Denholm’s contribution to the organization.

Robyn was definitely great for some time, she was popping up quite often in interviews and features, but as of late haven't hear a peep from her? Strange.

First week of November and Elon can have the Tesla chair back, will have served his SEC time.

 

[chrsk]

Best not to speculate about the rest of Europe. For all we know Norway could have unique regulations. In the EU you can drive huge vans, monstrous US trucks and even small cargo trucks (up to 3500 kg) with a regular drivers license. I can drive the truck in the picture below with a regular license, wouldn’t I be allowed to drive a Cybertruck then?

View attachment 572229

Same rules as in Norway then. The weight of the Cybertruck will be from 2267 to 2950kg. At least with the last config, it will be a stretch if people want to use it for what people normally use trucks for.

Also, there might be some issues with how the front is designed:
Tesla Cybertruck Not Street-Legal In EU

Anyhow, Tesla has a history of getting around issues like these

But there is no doubt that many people have ordered several to have the chance to choose when they know more.

 

[Tes La Ferrari]

Robyn was definitely great for some time, she was popping up quite often in interviews and features, but as of late haven't hear a peep from her? Strange.

First week of November and Elon can have the Tesla chair back, will have served his SEC time.

Perhaps the seat is being vacated for Elon to return to his rightful place at the top of the org chart

 

[PaulusdB]

Best not to speculate about the rest of Europe. ...

Speculation is what fuels this forum, M.

Your Dutch example has more to it than just maximum 'weight of the vehicle'.
The mentioned 3.500 kg limit is on empty vehicle weight plus maximum allowed payload.
But...
There was an exemption for electric vehicles from 2010 on, allowing a total weight of a whopping 7.500 kg. This changed to 4.250 kg in 2018, together with drivers taking a mandatory, five hour course on the subject.