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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
No, my soufflé is the bomb. Sending a bunch out as doorstops this Christmas.
The deja vu is strong here. I have literally witnessed this movie dozens of times here. Some of the same players, some new players. But people, oh people. You are so predictable in all things.
I’m blaming it on @PeterJA and @Todd Burch for their poetry. THIS, right now, is why we don’t poetry of any kind in this thread. They’ve been here long enough to know better. Poetry is TSLA kryptonite. Shame on them for testing the Fates. No soufflés for them!
There once was a tech stock named TSLA
whose price was not easy to guess, duh,
in the short term, of course,
but stop beating that horse
and you'll live with a whole lot less stress, Ma.
Edit: This is not poetry. It is doggerel.
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lafrisbee
Active Member
When this was discussed on here a couple of weeks back I had the same thought as you with the pizzas. and I posted that Mc'D's could do it with fries. make the burgers at the restaurant, but have a little french fry cooker that makes them on the way...
Runarbt
Active Member
Hey, you know the rule about poems and limerics!
But you are forgiven... might as well try reverse psychology..
AimStellar
Member
As we all know and based on the professional anal cysts that cover Wall St...a 'stock split' does nothing for a company..unless its $TSLA and then it goes up 300% give or take
Ha, that's a riot!
What's next, S&P inclusion as a catalyst?!? *Hysterical laughter; recalling that today is Friday and thus you lost $700m shorting TSLA; more hysterical laughter; overpriced drinks, even more overpriced steaks, on the clients tab!*
Just wanted to show a little gratitude today for everyone here at TMC so i became a yearly supporting member...the wealth of knowledge and the priceless 'laughs' this forum provides on a daily basis is definitely worth the small yearly donation! Thanks TMC family!
Runarbt
Active Member
Yeah - reverse psychology seemed to do the trick! 563 and climbing, up from 558/560 routine.
Edit: 565.68 !
Can we get adim approval for some more limericks !?
If he can manage that kind of "perfect timing", then he is a very valuable advisor! Think about it in the context of Ross Gerber's anti-Einhorn fund. Always execute the opposite trades and you are making a lot of money
If you go to settings you can expand that to see the ten largest trades. You'll see a corresponding trade and it looks like a calendar spread
As pointed out by Septic, it's a limerick... AABBA structure - have to admit that we've not tried this before on the SP, but from what I'm seeing, it's a positive catalyst!
As we all know and based on the professional anal cysts that cover Wall St...a 'stock split' does nothing for a company..unless its $TSLA and then it goes up 300% give or take
For Tesla to enter the share price weighted Dow Jones Industrial Average as its only automaker, another stock split would quite likely be required.
Stretch2727
Engineer and Car Nut
OT.
This was in the NYT. Tesla is becoming synonymous with self driving cars and a lot more.
Killer Robot? Assassination of Iranian Scientist Feeds Conflicting Accounts
The key quote is below.
“Why don’t you just say Tesla built the Nissan? It drove by itself, parked by itself, fired the shots and blew up by itself?” one hard-line social media account said. “Are you, like us, doubting this narrative?”
This was in the NYT. Tesla is becoming synonymous with self driving cars and a lot more.
Killer Robot? Assassination of Iranian Scientist Feeds Conflicting Accounts
The key quote is below.
“Why don’t you just say Tesla built the Nissan? It drove by itself, parked by itself, fired the shots and blew up by itself?” one hard-line social media account said. “Are you, like us, doubting this narrative?”
AP - this morning: UN calls on humanity to end 'war on nature,' go carbon-free
Artful Dodger
"Neko no me"
Just playing with some numbers here. Say Tesla does decide to 'ease the pain' of Index funds and others that benchmark to the S&P 500 by issuing some equity. How many shares, and for how much?
Well, forced buying seems to be about 16% of the float, let's call it 150M shares. That'd provide for the absolute minimum for 'required' purchases (depending on the 'weight' for TSLA in the S&P 500, which should be announced on Dec 11th).
If they do another 'at-the-market' offering starting on Mon, Dec 14 that is kinda rolling the dice, since the price could do anything. Alternatively, they do have time to prepare a prospectus and do a normal equity issuance and cap raise. Again, let's just say it's done at $560/share for S's + G's.
Zo, 150M shares * $560/share = $84B enough to retire all of Tesla's debt, build 3 twh/yr bty cell capacity, and all the vehicle and TE production required to use up those cells.
Telsa's Mkt Cap with 1.1 B shares at $560/share is $650B (which is what takes to complete all of Elon's CEO Comp. tranches).
Tesla could have $65B in cash on the balance sheet after paying all debts in full, paying Elon's comp, and covering the next 3 years of CapEx in advance. After that, the revenue stream from the production expansion comes online fully, and further expansion is self-funding, but Tesla's cash balance continues to grow.
All this would be in place BEFORE the 2020 Q4 Investor's Letter and Conference Call.
Ka-Ching.
Well, forced buying seems to be about 16% of the float, let's call it 150M shares. That'd provide for the absolute minimum for 'required' purchases (depending on the 'weight' for TSLA in the S&P 500, which should be announced on Dec 11th).
If they do another 'at-the-market' offering starting on Mon, Dec 14 that is kinda rolling the dice, since the price could do anything. Alternatively, they do have time to prepare a prospectus and do a normal equity issuance and cap raise. Again, let's just say it's done at $560/share for S's + G's.
Zo, 150M shares * $560/share = $84B enough to retire all of Tesla's debt, build 3 twh/yr bty cell capacity, and all the vehicle and TE production required to use up those cells.
Telsa's Mkt Cap with 1.1 B shares at $560/share is $650B (which is what takes to complete all of Elon's CEO Comp. tranches).
Tesla could have $65B in cash on the balance sheet after paying all debts in full, paying Elon's comp, and covering the next 3 years of CapEx in advance. After that, the revenue stream from the production expansion comes online fully, and further expansion is self-funding, but Tesla's cash balance continues to grow.
All this would be in place BEFORE the 2020 Q4 Investor's Letter and Conference Call.
Ka-Ching.
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Why Tesla Stock Fell Sharply on Wednesday | The Motley Fool
Another short clown who will be punished eventually.....
Another short clown who will be punished eventually.....
Johann Koeber
Happy Owner
Just playing with some numbers here. Say Tesla does decide to 'ease the pain' of Index funds and others that benchmark to the S&P 500 by issuing some equity. How many shares, and for how much?
Well, forced buying seems to be about 16% of the float, let's call it 150M shares. That'd provide for the absolute minimum for 'required' purchases (depending on the 'weight' for TSLA in the S&P 500, which should be announced on Dec 11th).
If they do another 'at-the-market' offering starting on Mon, Dec 14 that is kinda rolling the dice, since the price could do anything. Alternatively, they do have time to prepare a prospectus and do a normal equity issuance and cap raise. Again, let's just say it's done at $560/share for S's + G's.
Zo, 150M shares * $560/share = $84B enough to retire all of Tesla's debt, build 3 twh/yr bty cell capacity, and all the vehicle and TE production required to use up those cells.
Telsa's Mkt Cap with 1.1 B shares at $560/share is $650B (which is what takes to complete all of Elon's CEO Comp. tranches).
Tesla could have $65B in cash on the balance sheet after paying all debts in full, paying Elon's comp, and covering the next 3 years of CapEx in advance. After that, the revenue stream from the production expansion comes online fully, and further expansion is self-funding, but Tesla's cash balance continues to grow.
All this would be in place BEFORE the 2020 Q4 Investor's Letter and Conference Call.
Ka-Ching.
I like your outlook,
but as has been stated repeatedly, money is not the problem.
It is people. And raw materials. And robots. Money is not the bottleneck. If it was, Elon would have solved it. Finding smart and talented people is much harder.
Tesla is very efficient in spending capital. The credit ratings are getting better as well, so I would much prefer debt to equity, should Tesla need to raise money.
But as you said: just playing the numbers ...
Thomas Edison
Active Member
Just playing with some numbers here. Say Tesla does decide to 'ease the pain' of Index funds and others that benchmark to the S&P 500 by issuing some equity. How many shares, and for how much?
Well, forced buying seems to be about 16% of the float, let's call it 150M shares. That'd provide for the absolute minimum for 'required' purchases (depending on the 'weight' for TSLA in the S&P 500, which should be announced on Dec 11th).
If they do another 'at-the-market' offering starting on Mon, Dec 14 that is kinda rolling the dice, since the price could do anything. Alternatively, they do have time to prepare a prospectus and do a normal equity issuance and cap raise. Again, let's just say it's done at $560/share for S's + G's.
Zo, 150M shares * $560/share = $84B enough to retire all of Tesla's debt, build 3 twh/yr bty cell capacity, and all the vehicle and TE production required to use up those cells.
Telsa's Mkt Cap with 1.1 B shares at $560/share is $650B (which is what takes to complete all of Elon's CEO Comp. tranches).
Tesla could have $65B in cash on the balance sheet after paying all debts in full, paying Elon's comp, and covering the next 3 years of CapEx in advance. After that, the revenue stream from the production expansion comes online fully, and further expansion is self-funding, but Tesla's cash balance continues to grow.
All this would be in place BEFORE the 2020 Q4 Investor's Letter and Conference Call.
Ka-Ching.
That is a pretty hefty dilution sir.
I think we're watching a game of chicken among the inclusion speculators; who will jump in first - and when?
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