JusRelax
Active Member
Did GM release a P/D report where they beat everyone's estimates too? Because they're up almost as much as TSLA today. 
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
My dilemma is I'm not sure if they're capping to try and protect the 700 Call wall or are they just positioning to try and protect the 750 Calls be limiting the rise today.
If they really are trying to protect the 700 Calls, then I'm better off to just sell at the current share price since the value of the calls will decay pretty quickly. On the other hand, if they're really just trying to protect the 750 Calls, I could see the stock moving up another 4-5% tomorrow before they cap and then try and walk down for the rest of the week. If that scenario, a 4-5% rise (even a 2% rise), would more than make up the value decay of the options.
So decisions decision. If we get a nice pop in the last hour to 710-715, I'll likely sell the Calls and buy shares with the proceeds
You know they are scraping the bottom of the FUD barrel when they have to resort to, well Tesla fans are mean!
TheTalkingMule
Distributed Energy Enthusiast
A $704 close plus a 3% pop at the open tomorrow and I'm prepared to sell my 4/9 calls. Probably stupid, but I've been burned too many times.
Saw a snippet saying Well Fargo recommended Ford, GM with GM being leader in EV earlier todayDid GM release a P/D report where they beat everyone's estimates too? Because they're up almost as much as TSLA today.
That's kinda where my heads is at too. Let's see if we get a last hour pop to like 715.
TheTalkingMule
Distributed Energy Enthusiast
I'm just not willing to take $21 on a $700c for Friday when we are(I would say) very likely to OPEN higher than $721 tomorrow. Maybe just have to sit tight all the way into Wednesday!
So the Bolt is the epitome of BEV technology. Got it. Or is it the "coming soon" Hummer EV which will be selling millions a year?Saw a snippet saying Well Fargo recommended Ford, GM with GM being leader in EV earlier today
If anyone wants a full primer on hydrogen across all its potential uses listen to the Energy Transition Show podcast episodes 142 and 143 (3 hrs on hydrogen). Highly recommended but there is a subscription fee for the full episodes. Best energy transition podcast you will find but it can be nerdy. If you want to know about your Tesla investment in the bigger picture of energy transition that podcast is gold.Here in Europe it is obvious that big oil is working very hard on trying to make hydrogen a success, in order for them to survive.
A lot of promotion on Linked-in, making sure that hydrogen production goes into the programs of political parties, subsidising a professor on university of technology who promotes hydrogen etc.
Politicians fail to comprehend (or do not want to comprehend) the simple calculations that show that hydrogen is ridiculous for transport.
Even when Brussels has blocked European subsidy for hydrogen projects because it will mean a lot extra CO2 production.
Big oil has a lot of money in their pockets and they are using that fully to survive.
Too long didn't listen: Hydrogen has a tough battle in the areas I actually thought it could win (high heat industrial processes for instance). Hydrogen is dead for most forms of transport except maybe long haul shipping and long haul aviation and even there there are considerable issues (eg the storage volume required is 3x current fuels so commensurate loss of cargo space). Ammonia is a better storage of hydrogen but toxic as hell. Green hydrogen (hydrogen from green energy) does not really exist yet and well, it has to be green or what is the point?
pitabun
Member
BoA Global Research - Neutral @ $900 PO: "Yes, TSLA’s 1Q:21 deliveries more than doubled YoY (and production increased 76% YoY), which is commendable. However, the growth rate appears much less pronounced when looking on a QoQ basis, up just about 2%"
Why thank you my trusted advisor. /s
"TSLA’s outlook for a more than 50% YoY increase in deliveries in 2021 implies a unit level of 750k+ ... Assuming TSLA’s outlook is somewhat correct (if not, potentially conservative) suggests that QoQ increases from this point may be just very modest, which we do not think will be perceived very constructively by the investment community"
Why thank you my trusted advisor. /s
"TSLA’s outlook for a more than 50% YoY increase in deliveries in 2021 implies a unit level of 750k+ ... Assuming TSLA’s outlook is somewhat correct (if not, potentially conservative) suggests that QoQ increases from this point may be just very modest, which we do not think will be perceived very constructively by the investment community"
Will Volts Motors be coming out with a Hindenburg model Hydrogen SUV?
These Masters of the Universe were so accurate for Q1 I'm sure their clients think super highly of them. "Modest" increases are going to include S&X delivery along with further ramps in China and Fremont. Then feed-in production from two new factories . . . what are they looking at?
StealthP3D
Well-Known Member
And if the price stays the same it's because Tesla is not dynamic enough to respond to ever-changing market conditions.
pz1975
Active Member
The knowledge gap they create between those that follow Tesla closely (like us) and those that don't will to continue to make us rich(er). I value these ignorant "analyses" - whether they are done out of true ignorance or on purpose doesn't matter in the long run.
TheTalkingMule
Distributed Energy Enthusiast
Wow, that's just mind-blowingly insane.
"Tesla crushed our 1Q estimates, so obviously they'll do worse in the remaining quarters because our year-end estimates are obviously still correct."
What a wonderful representation of Wall-Street-think. Though I must admit, it does remind me of the circular gibberish I was sometimes forced to sell corporate execs back in my consulting days.
Todays price action has me stunned to be honest.
It's probably the commercials of 2024 E-Hummers. I can't wait until I see a Cybertruck blowing the doors off one of those fictional (for now) pieces of #2.Did GM release a P/D report where they beat everyone's estimates too? Because they're up almost as much as TSLA today.
MTL_HABS1909
Active Member
That’s the intent. To dampen enthusiasm after a record quarter.
Me too, looking at morning action I thought we were going to be walked down to the red.
This might be my most depressing day as a TSLA investor. Stunned is a good word
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