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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Green is still good, only a matter of time before the big boys start loading up prior to earnings. I remember just last week we were all bitchin about how $TSLA was down and $NKLA was up.
Artful Dodger
"Neko no me"
Well hate to give any credit to Deutsche Bank, but today clearly somebody is "buying on weakness".
Buying enough to breakup the shortie's attempts to move TSLA down against the macros.
Cheers!
TBH this is the pattern since P&D (political calamities aside), zippo volume, SP rises... someone is slowly accumulating.
Question is, who's selling?
Ron Baron on CNBC tomorrow morning, just in case anyone likes listening to his interviews
Artful Dodger
"Neko no me"
With the volume of "spoofing" going on in the Pre-market, it's pretty clear its MMs+Hedgies doing the selling (small players don't have the capital to place 20K sell orders and then pull them) . Abusing their MM roles to participate in illegal naked short selling, for which they will never be investigated, since they use other loopholes to avoid Fail-to-Deliver reports, which is all the SEC cares about.
Tesla got it right on Aug 13, and delivered the coup de grâce on Sep 01 by extracting $5B of Capital out of those MMs who would cheat their clients by issuing counterfeit shares.. The SEC will never enforce their own rules; those rules are mostly designed to provide cover for thos counterfeiting / racketeering operations conducted by certain MMs.
Did I miss anything?
Cheers!
I don't know anything about anything but it sure seems like this is a spring being wound up.
JRP3
Hyperactive Member
colettimj
Member
dc_h
Active Member
Good analysis. I’d note that the numbers you site are primarily based on battery and pack production. The new SR+ would allow 20% more cars to be built, by reducing required cells per car, but the uptake likely limits the impact to an added 2000 cars, assuming 10,000 SR+ purchases. The Panasonic 5% density increase, if used to decrease cells per car, instead of increasing range would add up to 4650 new packs available, but that is not likely on all lines in Q4. Assume 2.5% increase to add 2340 packs. That gets 3Y Fremont production to 97,400. Add 17,000 SX and that’s 114,000 from USA. If Shanghai is stuck at 4000, they are at 52,000 + 114,000. If they have batteries, which I think likely, they can build 5000 cars a week in Shanghai to get to 65,000 plus 114,000 or 179,000, which is about 497,000 deliveries. Maybe they can clear out inventory and deliver a few thousand more than production, but my estimate assumes CATL, LG and Panasonic all nail their production and delivery targets.
Ragardless of final numbers, earnings should be great and way above reg credits, for any concern trolls.
Mo City
Active Member
F
I'd love to have more information
Maybe... Are you able to post who these people are specifically?With the volume of "spoofing" going on in the Pre-market, it's pretty clear its MMs+Hedgies doing the selling (small players don't have the capital to place 20K sell orders and then pull them) . Abusing their MM roles to participate in illegal naked short selling, for which they will never be investigated, since they use other loopholes to avoid Fail-to-Deliver reports, which is all the SEC cares about.
Tesla got it right on Aug 13, and delivered the coup de grâce on Sep 01 by extracting $5B of Capital out of those MMs who would cheat their clients by issuing counterfeit shares.. The SEC will never enforce their own rules; those rules are mostly designed to provide cover for thos counterfeiting / racketeering operations conducted by certain MMs.
Did I miss anything?
Cheers!
I'd love to have more information
>> "CNBC tomorrow during 6am show."
I assume Eastern time zone, as all CNBC times are.
https://twitter.com/crescendo_cap/status/1316034218237915144?s=20
adiggs
Well-Known Member
You are looking at Puts, which are ITM when the strike is above the share price. So an $800 strike put with a share price of $440 should have a premium of $360 plus whatever time premium there is. For a put that is that deep ITM, I expect there is very little time premium.
That put is, in effect, a ~50/50 leverage short position.
The calls might be what you want to be looking at. That 800 strike calls is $360 OTM and all of its premium is time value.
You would buy them because you want to take a short position but you don't want to borrow and sell shares short. That put provides you with leverage to the downside and possibly a cheaper "borrow" rate than selling shares.
I have sold reasonably deep ITM puts to capture a larger premium at a strike I expect to be OTM by the time the option expires (600 strike Sep 21 puts in my case).
Artful Dodger
"Neko no me"
Federal civil law prevents discovery without filing a lawsuit. Federal securities law prevents filing a lawsuit without evidence. So, no.
AGAIN: Tesla did the ONLY thing that is possible. They spanked the counterfeiters and took their ill gotten gains. Only Tesla has the sovereign right to issue new TSLA shares. By creating the stock dividend, Tesla was able to smoke out the MMs+Hedgies that were creating counterfeit shares while hiding behind the secrecy offered by their positions of priviledge in the Market.
That's all the justice you will ever get on Wall St, and better than a fine since the proceeds go to funding Tesla's mission, not to those co-conspirators at the SEC. I believe I said this on Aug 13.
Do you need a link? I've been fairly consistant if you read my comments.
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So new iPhones suck then?
Why didn't Tesla just let it squeeze some more? They did the MM's a favour.
Why didn't Tesla just let it squeeze some more? They did the MM's a favour.
Well, well. A rookie NFL player has been bribed by Lordstown Motors to endorse its electric pickup truck that is not yet being produced.
Tesla does not advertise or pay for endorsements, but smiles at anyone who is so impressed after driving their cars that they will freely offer praise.
Benzinga - half hour ago: Lordstown Motors Taps Joe Burrow As Celebrity Spokesman For Endurance Truck
Tesla does not advertise or pay for endorsements, but smiles at anyone who is so impressed after driving their cars that they will freely offer praise.
Benzinga - half hour ago: Lordstown Motors Taps Joe Burrow As Celebrity Spokesman For Endurance Truck
Artful Dodger
"Neko no me"
How much is enough? Tesla knows how much capital they need, we do not. But we can guess based on costs at Berlin and Shanghai (which are both already fully funded) that Austin will be well covered by $5B with extra for rapid expansion of bty production.
BTW, $5B is also about half of Tesla's long-term debt. Since they are putting that money to work quickly, it will futher benefit the company (and we shareholders) by helping Tesla retire or outgrow their debt.
I'm very pleased with the outcome, and I'm certain it advances the mission of accelerating the World's transition to sustainable energy.
Which is why I'm here, and why I own TSLA.
Yeah, the price of that favour started at $550. Recall the Cap Raise in March was at about $253/share (split adjusted) and the Cap Raise in 2019Q2 was at about $53/share. That's your 10x 10-bagger right there! Well done, Zach and Hiro!
I hope we'll learn more in the 10-Q which should be out around Oct 28ish (1 wk post earnings). If it turns out the ASP for new shares issued Sep 1-4 turns out to be substantianlly higher than the ASP for those 4 days, then we can conclude MOST of those shares were sold directly to the 10 MMs named as the Investment Banks handling the $5B Cap Raise. There's your list of "usual suspects" right there!
Cheers!
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