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

[Singuy]

Being able to afford an early retirement is the worst possible outcome? I've certainly been enjoying not needing to work ever again, didn't realize I've been suffering this whole time.

Pretty sure he means for the macro economy and not for the individual.

 

[winfield100]

I don't think that's the case: look at the only times Elon has aquired shares. We know those are days when he exercised his 2012 CEO stock options, and sold some shares just to cover the income taxes.

There have been exactly 6 such events. Elon has only 9 tranches from 2012 that have vested (the 10th tranche depends on Tesla reaching 30% gross margin on an annual basis, which may happen with the 10-Q in Aug 2022).

So there are only 3 more tranches of shares to sell. Elon has not made any discretionary stock sales since the 1st week of Nov. I think he's done with those, and now has more than $5B in cash, even after paying the capital gains taxes (no income tax due on his long held shares). Enough to live comfortably until 2028.

TL;dr

So there's 3 more Thursday's in Dec, that's possibly 3 more days of selling later this month. It should all be in the 105b-1 plan, and no longer TBD. We just aren't privy to the plan (we can deal with that, nearly done at least until Aug 2022 when we might expect 1 more tranche to vest).

Cheers!

I may be completely misunderstanding but it sure looks like he has 23,737,030 vested and has acquired 13,702,368 so far, a deficit of 10,034,682 to go
I'm pretty sure I don't have a lot of errors on my spreadsheets, but occasionally get surprises, like the acquisition back on 5/19/2019 plus other errors
5/19/2019 was pre split so the 175,000 became 875,000 post split

apparently there have been at least 7, 5/19/2019 was the first

SEC FORM 4

then another 6
his vested vs non vested shares

23,737,050​	vested
2,637,455​	not vested
26,374,505​	total

He has only, so far to date, acquired 59.9% of 23,737,050 potential shares as far as I can find

5/21/2019​	875,000	A	$6.24	year 2019 Taxes prob paid
11/8/2021	2,154,572	A	$6.24
11/15/2021	2,107,672	A	$6.24
11/16/2021	2,113,761	A	$6.24
11/23/2021	2,152,681	A	$6.24
12/2/2021	2,133,441	A	$6.24
12/9/2021	2,165,241	A	$6.24
	13,702,368		total	acquired

So to me, it looks like he needs/gets to acquire 10,034,682 shares,
there are 25 Form 4's from 11/8 to date, plus the one from 5/19/2021

SEC.gov | EDGAR Full Text Search

 

[PlaidCPA]

Very good analysis from a Tesla bear.

 

[Webeevdrivers]

If that was in May/June of 2019 it would be worth about $500K now. HODL

. It wasn’t. I wish. But we are doing ok and not complaining.

 

[Krugerrand]

Hedge Funds Ensnared in Expansive DOJ Probe Into Short Selling https://www.bloomberg.com › articles › 2021-12-10



Anybody else pleased to see the DOJ working on this, rather than the $EC?

Cheers!

I do not feel pleased. I feel . When the investigation is done 4 years from now and two people are on house arrest in the Bahamas and nothing changes…

What would please me is if the investigation took 4 weeks and hundreds of people were instantly jailed in maximum security prisons amongst murderers and all their assets frozen and returned to ‘the people’. Yeah, that would be pleasing. I’ve always been able to dream big.

 

[StealthP3D]

Lol
Actually, that lower price was urging me to buy some extras and start over again.
Believe me when I tell you, last week when all my newest game shares were up over 80 bucks it was very difficult not to sell them...along with all their seriously puffed up brothers and sisters.
I'm working on living vicariously through all of you. Didn't know it was going to be this difficult. *sigh* The drama of withdrawal is crazy! Every little pin that drops is like an earthquake.

You confused me because the best way to quit a TSLA swing trading addiction is not to stop buying TSLA, it's to stop selling TSLA!

That way when the price drops you will be too broke to buy more!

 

[GOVA]

984 up to 1017 and right color - good.

Why? Any news?

 

[Nocturnal]

Some speculation. Orders for S/X outside of the US have been stopped, presumably due to lack of supply. The Giga Shanghai video did show 18650s. So perhaps a new line there for international S/X orders? That would make a lot of sense.

 

[Cape Coddess]

...the best way to quit a TSLA swing trading addiction is not to stop buying TSLA, it's to stop selling TSLA!

I wish you hadn't said that, Pusher Man!

No worries about going broke. I'm old and I've invested well since forever. Time to spend.. and not on stock!

 

[Artful Dodger]

I may be completely misunderstanding but it sure looks like he has 23,737,030 vested and has acquired 13,702,368 so far, a deficit of 10,034,682 to go
I'm pretty sure I don't have a lot of errors on my spreadsheets, but occasionally get surprises, like the acquisition back on 5/19/2019 plus other errors
5/19/2019 was pre split so the 175,000 became 875,000 post split

apparently there have been at least 7, 5/19/2019 was the first

SEC FORM 4

then another 6
his vested vs non vested shares

23,737,050​	vested
2,637,455​	not vested
26,374,505​	total

He has only, so far to date, acquired 59.9% of 23,737,050 potential shares as far as I can find

5/21/2019​	875,000	A	$6.24	year 2019 Taxes prob paid
11/8/2021	2,154,572	A	$6.24
11/15/2021	2,107,672	A	$6.24
11/16/2021	2,113,761	A	$6.24
11/23/2021	2,152,681	A	$6.24
12/2/2021	2,133,441	A	$6.24
12/9/2021	2,165,241	A	$6.24
	13,702,368		total	acquired

So to me, it looks like he needs/gets to acquire 10,034,682 shares,
there are 25 Form 4's from 11/8 to date, plus the one from 5/19/2021

SEC.gov | EDGAR Full Text Search

Thank-you for your diligence and dedication to seeking the truth! (we have to make Starfleet real)

Make it so!

 

[SOULPEDL]

Stock turns up, looks here, sees nothing. Conclusion, no clue.
China, Max Pain, Inflation, Omicron, DOJ.... there's simply too many variables, so go with the gut feel.
To be clear, this ain't no victory lap - yet anyway. just a congrats to everyone who bought under 1,000.

 

[bkp_duke]

Thank-you for your diligence and dedication to seeking the truth! (we have to make Starfleet real)

View attachment 742721

Make it so!

So . . . this would be a bad time to bring up "Section 31" ?

 

[SOULPEDL]

Just sold 10, there was a rounding problem with my share #. (That and totally lost trust for the day).

 

[mltv]

https://twitter.com/x/status/1469344941197434890

 

[Artful Dodger]

Very good analysis from a Tesla bear.

Video is from 13 months ago: Remember when TSLA was $342.95

Christian Campfield · Oct 31, 2020​

Cheers!

 

[Opus BC fan]

OT FYI

I was told by my broker that if you are donating stock to a charity then you are credited for the value of the stock on the day before your trade.
Please see this post for additional information. Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

Now back to regularly scheduled programming...

Edit for accuracy.

 

[HG Wells]

Can you say stagflation? Worst possible outcome.

Is that what happens when the girl jumps out of the cake ?

 

[TheWalkingDad]

https://twitter.com/x/status/1469353138893250570

https://twitter.com/x/status/1469351815418417154

Has mirrors, a huge ass front wiper, and no door handles.

 

[stealthyc]

OT FYI

If you are donating stock to a charity then you are credited for the value of the stock on the day before your trade.

Now back to regularly scheduled programming...

That is not quite correct. In the US anyway, you are able to deduct the average value of the stock on the day the transaction was made based on the intraday low and high.

 

[TheTalkingMule]

Has mirrors, a huge ass wiper, and no door handles.

That's not an ass wiper, it gets the rain off the windshield!