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

[Opus BC fan]

We haven't seen prices this low since Wednesday of last week

 

[henchman24]

At least we got early news on the support level. Thanks Elon!

On the actual fundamentals of the company... those Shanghai numbers are awesome in general. Taking into account the holiday... holy crap!

 

[TheTalkingMule]

I guess that 10M in volume ends the first 30 minutes where they grab regular people's shares with fear. Now comes the part where the banks buy those shares at discounted prices from Citadel.

Nothing to see here SEC.....go back to bed.

 

[Artful Dodger]

Reserve Your Tickets Early for the Q4 Fireworks

Yellow Highlighted Numbers:
First month of Q1 - 21,484
First month of Q2 - 25,845
First month of Q3 - 33,345
First month of Q4 - 54,391

What a start to the quarter !! Although Oct deliveries of 54k are below Sep numbers of 56k, note that in Sep, Tesla drew down inventory as it produced 50k units while shipping the 56k units (see orange boxes below). Inventory in Shanghai is now thin so I estimate that Oct Production was somewhere between 52k-56k units - showing production growth to Sep despite the Oct holiday.

View attachment 730605

Serious inquiry: Given that Elon seems poised to receive after-tax proceeds exceeding $20B from today's sale of 10% of his existing stock, I have the following questions:

• how much of that cash will he require to execute his 2018 CEO stock options which expire in August 2022?
• in other words, how much surplus cash will Elon have left after hoodwinking the shortzes and hedgies into paying 56% of his income tax bill for him, AND also giving him this 5% discount on his newly acquired shares, and
• then (most critically), if Elon chose to invest JUST HALF of those surplus funds in hookers and blow, and wasted the other half on MOAR TSLA, what would that be like?

TIA.

 

[Artful Dodger]

Steady buying interest now on heavy volume. Most likely the 'toots' come in after 8 a.m.

Cheers to the Longs!

 

[Rotte]

Serious inquiry: Given that Elon seems poised to receive after-tax proceeds exceeding $20B from today's sale of 10% of his existing stock, I have the following questions:

• how much of that cash will he require to execute his 2018 CEO stock options which expire in August 2022?
• in other words, how much surplus cash will Elon have left after hoodwinking the shortzes and hedgies into paying 56% of his income tax bill for him, AND also giving him this 5% discount on his newly acquired shares, and
• then (most critically), if Elon chose to invest JUST HALF of those surplus funds in hookers and blow, and wasted the other half on MOAR TSLA, what would that be like?

TIA.

So he is selling all 10% of his existing stock TODAY?

 

[HG Wells]

Almost back to 1200

 

[JoRoMo]

Hm, tried to buy through my bank here (one of the major Scandinavian), they declined and claimed there are currently major «server issues» in Europe???

 

[coolmanfever]

story of Tesla does not change

 

[Drax7]

Strange that Reich never mentions tax Warren Buffett .
and for that matter Wyden is silent there too.
They are so transparent.

 

[uujjj2]

Elon's sale is not that much of TSLA's total float. So at worst I think this sale is just a short buying opportunity. I think Elon's actually been contemplating this sale for a while in order to fund the Mars stuff plus other ventures like Neuralink and Boring.

 

[Beltsbear]

So he is selling all 10% of his existing stock TODAY?

Almost certainly not. Though with the volume today he could easily slide in some activity. He could have a broker do it over a month or too.

 

[The Accountant]

AGAIN ?

Do you see my problem?
I estimated Q4 deliveries to be up vs Q3 by 24k (265k vs 241k).
In one month, Shanghai is already up 21k (Oct 54k vs July 33k)
One month . . .one site. This is F'd up.

 

[JohnnyEnglish]

Hm, tried to buy through my bank here (one of the major Scandinavian), they declined and claimed there are currently major «server issues» in Europe???

Things also seem to be slow from the UK, but did manage to get a purchase through.

 

[obie_fl]

I know lots of excitement on the tweets and China numbers today but what about Pepsi saying 4th quarter truck deliveries?

 

[Nocturnal]

Even papa can't tank the stock anymore. Thanks to vacation on West Coast time (I don't know how you guys handle the markets this early) I missed the lowest point of the dip but sold a couple puts and bought back some trading shares I had sold.

If we wind up mostly flat after this that is extremely bullish as it suggests the run has a solid foundation.

 

[H Mak]

AGAIN ?

View attachment 730641

Do you see my problem?
I estimated Q4 deliveries to be up vs Q3 by 24k (265k vs 241k).
In one month, Shanghai is already up 21k (Oct 54k vs July 33k)
One month . . .one site. This is F'd up.

You don't fool us. You know you love it really

 

[Krugerrand]

AGAIN ?

View attachment 730641

Do you see my problem?
I estimated Q4 deliveries to be up vs Q3 by 24k (265k vs 241k).
In one month, Shanghai is already up 21k (Oct 54k vs July 33k)
One month . . .one site. This is F'd up.

Just guestimate.

 

[Curt Renz]

Pepsico CEO just said on CNBS that they are taking delivery of electric trucks from Tesla in Q4 when asked by Cramer about green truck.

Here's confirmation from Reuters: PepsiCo to take delivery of Tesla electric trucks in fourth quarter - CNBC

Excerpt:

PepsiCo Inc (PEP.O) will get its first set of Tesla Inc (TSLA.O) electric trucks in the fourth quarter, the packaged food maker's top boss Ramon Laguarta said in a interview to CNBC on Monday.

The maker of Mountain Dew soda and Doritos chips in December 2017 reserved 100 of Tesla's electric semi trucks as it sought to reduce fuel costs and fleet emissions.

Transportation accounts for 10% of PepsiCo's gas emissions, according to Laguarta. The company had previously said it aims to use the trucks to ship snack foods and beverages between manufacturing and distribution centers as well as to retailers.

 

[SOULPEDL]

Here's my take: Elon sells 1% TSLA, feeds the thirst out there, TSLA goes up but overshoots, repeat 10x.
Just a theory!