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

[StarFoxisDown!]

Personally I’m in the “signs point to September” crowd, but until anything earlier can be definitively ruled out, there will be hopes and dreams of something earlier, and therefore, FOMO.

I'm still keeping with my theory that inclusion will happen the week of Aug 31st-Sept 4th. I think once the split is complete, the announcement could happen as early as Sept 1st.

 

[StealthP3D]

Same thing. Naked shorts create new shares that don't exist. But they are evil new shorts.

I've seen the term "naked shorts" most often used to denote a short position that is unhedged.

 

[Christine69420]

Over in Tesla Straße 1 they are getting roofs, walls and tarmac today. GF4Tesla did the filming:

And in Texas they are getting new machines. Big drills - and perhaps pile drivers? Have a look in Terafactory Texas' latest vid:

 

[Tslynk67]

Macros against us during those climbs, shame. Still, a wake-up call for the manipulators - imagine a spike like that 5min before close.

Game on!

Sorry if already posted but I think this is pretty neat. The Berlin factory address

"Tesla Street" - sounds line a soap-opera...

 

[StarFoxisDown!]

Over in Tesla Straße 1 they are getting roofs, walls and tarmac today. GF4Tesla did the filming:

And in Texas they are getting new machines. Big drills - and perhaps pile drivers? Have a look in Terafactory Texas' latest vid:

I honestly skim through a lot of the posts on things like S&P inclusion, stock split, etc...and just look for these types of updates.

Watching the factories going up is more entertaining than the stock price lol. Although I'm sure that'll change throughout the month of September lol

 

[woodisgood]

And in Texas they are getting new machines. Big drills - and perhaps pile drivers? Have a look in Terafactory Texas' latest vid:

These build-out videos take on even more excitement when you can say, “That’s where they’ll build eBrutus!”

(Yes, I’ve already named my Cybertruck)

 

[Artful Dodger]

Tesla: "Most Dangerous Stock For 2020" (reaction video) | SMR

 

[elasalle]

You don't say! Dang!!

Actually, I think they're going to try for $1600 at some point, unless some buyers turn up.

Hold my Beer ... till next Monday
Signing out early for this week. Cheers All.

 

[M|S|M MYP]

Tesla: "Most Dangerous Stock For 2020" (reaction video) | SMR

Another doubter who will soon turn to the $TSLA side....after watching this, does anyone have the term 'fiduciary' ringing in you head?

 

[MTL_HABS1909]

Another doubter who will soon turn to the $TSLA side....after watching this, does anyone have the term 'fiduciary' ringing in you head?

That and “electronic car”

 

[Artful Dodger]

Another doubter who will soon turn to the $TSLA side....after watching this, does anyone have the term 'fiduciary' ringing in you head?

'fiduciary'? No. That was FUD-douche-ery...

 

[dano-oly]

Sorry if already posted but I think this is pretty neat. The Berlin factory address

Starship prototypes already on-site.

 

[M|S|M MYP]

'fiduciary'? No. That was FUD-douche-ery...

Spelling isn't my strong suit....dude is so out of touch...'When GM decides to enter the market....' 'Tortoise and Hare....' my 8 year old daughter has a better understanding on $TSLA than this guy. Surprised he didn't say 'Just wait till Suzuki partners up with Nikola and then its game over'

 

[TRC84]

Just saw this new Audi commercial on the tv. Totally flaunting with Elon's achievements..

Not sure if they're trolling themselves or if they are total idiot's

 

[StealthP3D]

MM's must be defending 1650 Calls for today's option expiration
It's a good week, we can restart Monday

I'm guessing the same as I'm holding onto the $1800 calls expiring next week that I picked up a week ago Thursday! I wanna see some fireworks on Monday! Babies, not so much.

 

[M|S|M MYP]

Just saw this new Audi commercial on the tv. Totally flaunting with Elon's achievements..

Not sure if they're trolling themselves or if they are total idiot's

"Your car depends on your mood....' So how would it react to the owners depression every day when he/she gets in wishing he/she had bought a Tesla instead??

 

[Christine69420]

I honestly skim through a lot of the posts on things like S&P inclusion, stock split, etc...and just look for these types of updates.

Watching the factories going up is more entertaining than the stock price lol. Although I'm sure that'll change throughout the month of September lol

These factories bring real value to Tesla. Which in turn lay the ground for the valuation of TSLA. So it's interesting to follow the developments.
And they remind me of the Doozers. Which make me happy and sleep well.

These build-out videos take on even more excitement when you can say, “That’s where they’ll build eBrutus!”

(Yes, I’ve already named my Cybertruck)

 

[Vad42]

Seems like there's a battle to prevent ATH close...

 

[The Martian]

I have suspected this for years. FINRA reports on about only half of NASDAQ's total trading activity which occurs on any given trading day (lot's of trading not reported by FINRA). Further, it is mostly those large brokers and hedge funds who DO NOT report through FINRA, making them more likely to be short sellers. There's a lot of secrecy involved.

But it's grammar-school easy to imagine a scheme where two market makers collude to evade the 13-day FTD reporting requirements:

• Broker 'A' sells naked shorts on Day 1
• by Day 12, Broker 'A' has still not located shares
• instead of covering, Broker 'A' buys more shorts from Broker 'B'
• after a while Brokers 'A' and 'B' are routinely swapping naked shorts
  
• the 13 day reporting clock is reset indefinitely, thus the rule is nullified

After a legimate short sale, the share count is supposed to be preserved and trackable. But MMs violate this requirement via their short sellers exemption to do their own proprietary (for profit) trading. Let's use an example to see how this problematic short selling can be broken up:

• before a short sale, let's say there was exactly 1 share total available to borrow
• in a legimate short sale, the share count is supposed to be preserved and trackable
  
• after such a short sale, there are 2 legitimate share owners and a 1 debtor:
  • the original owner (the lender), and
  • the purchaser of the borrowed share (although this fact is hidden from the new owner), and
    
  • 1 borrower (the short seller) who has a contractual arrangement to purchase a share to replace the one they borrowed through their broker
    
  • they have a margin arrangement or capital reserve requirement with their Broker to enforce this commitment
  • Share accounting: 2 shares - 1 promise = 1 share
  • thus the share count before and after a legitimate short sale is 1
• MMs can use their privileges to do problematic naked short selling: (the case not just when a broker fails to locate a share to borrow, but when they personally engage in propriety trading by conducting short selling on their own behalf):
  • there is no borrower, no 3rd party with a separate capital reserve
    
  • share count is violated, since the Broker never attempts to locate a share
  • the role of the law of Supply and Demand is circumvented in setting the share price by skewing the Order Book always to the down side
    
  • Brokers can create infinite synthetic shares over the short term, but always a long enough term to break up a rally (say a few hours or days)
  • all of this is done in secrecy, away from the view of the SEC or reporting requirements

So, how does a 'Stock Dividend' break up such a scam? Although any MM who has a large, unreported backlog of synthetic shares created to support their own proprietary trading (with the express goal of depressing the SP), they CAN NOT use their market maker's exemption to create new shares (they only have the right to borrow shares 'in the blind' with the understanding that they will eventually locate them).

This will not be the case after a 5:1 split. With 12 million shares sold short (as of July 31st), after the split their will be a need to identify 48 million new shares to attach to the existing shorts. This is an accounting problem of enormous magnitude for Broker's that have outstanding FTDs on their books.

It will be like a game of 'hot potato', where other MMs will suddenly be unwilling to swap naked short shares as they scramble to locate shares for their own accounts.

Again, this will not be a problem for any MM that has been conducting their business of short selling properly. It will however be a huge problem for any TSLA market maker who has been engaging in proprietary short selling using their 'Madoff exemption', and without a 3rd party to cover those shorts. It will be their own capital reserves that will determine if they can survive the stock dividend, and the relative size of their short position at risk.

I expect some of the 28-odd market makers in TSLA will not survive this. It's notable that Deutsche Bank has recently announced that they are abandoning their role as MM for TSLA, since they were one of Tesla's most vocal critics and had some of the lowest price targets on the street.

TL;dr no MMs will be harmed by the TSLA stock dividend unless they have been acting improperly. We are about to get a glimpse behind the curtain of secrecy on Wall St.

Cheers!

@avoigt @SpaceCash @Hock1 @Boomer19 @Fact Checking

Great post. @Artful Dodger Sounds like a share count audit when doing Stock Dividend. Do you think it will be different if doing regular stock split? What will prevent MM to do a naked split when they can do naked short?

 

[oldTAVguy]

Just saw this new Audi commercial on the tv. Totally flaunting with Elon's achievements..

Not sure if they're trolling themselves or if they are total idiot's

TOTAL IDIOTS!