If Elon is able to make Twitter a better place than it was before he bought it, I think he will win over a lot of current skeptics/haters. I think that will have a positive impact on TSLA. Basically the opposite of the current Twitter overhang.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Gigapress
Trying to be less wrong
Tesla Daily coming through corroborating the 87.7K Shanghai production figure, saying that the CPCA gave the same number Reuters reported earlier today.
Since Ross (unlike Gary) is a Twitter investor, he has seen the documents. I recall he plainly said that a bridge loan would have been disclosed. I took that to end the bridge loan thesis.He could well have needed 4B (in fact Gary estimated 5B IIRC) if some of the equity investors had withdrawn and he needed a short term bridge loan to close the deal which he's now selling to repay.
Also reminder this thread exists for any further discussion on the funding bit:
Elon & Twitter
Dude, I proved with data that your statement is false. The comment about legacies about to eat Tesla's lunch always cracks me up. We've heard this for YEARS . . . and still waiting. I drive a lot of cars for business trips . . . a LOT. The competition is just giving lip-service still, with...teslamotorsclub.com
Gary is convincing that operating Twitter even at a loss does not require the money for years.
Ross would not disclose who the Twitter partners were but i recall he suggested all the large investment houses were involved.
I keep thinking the money is related to staking out financial services Perhaps in association with global StarLink monthly payments as a start but who knows.
2daMoon
Mostly Harmless
Nolimits
Member
So what can help us in near future?
- Elon saying he’s done selling? I don’t think he’ll say that again…
- what ever happened to moodys credit upgrade being a catalyst?
- cybertruck specs page and unveil
- q4 pd numbers
- good cpi print
- Pepsi semi deliveries and reviews perhaps?
- buyback announcement
- fsd major update/release
- fed easing rate hikes
Missing anything?
- Elon saying he’s done selling? I don’t think he’ll say that again…
- what ever happened to moodys credit upgrade being a catalyst?
- cybertruck specs page and unveil
- q4 pd numbers
- good cpi print
- Pepsi semi deliveries and reviews perhaps?
- buyback announcement
- fsd major update/release
- fed easing rate hikes
Missing anything?
Major market rally? Kinda goes along with the last scenario, I suppose. Or if Russia withdraws it's military from Ukraine. China lifts zero COVID policy.
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Drumheller
Active Member
I don't know if any of those will affect the stock price.
But if Hertz orders a few more cars...
If he can fix this dumbster fire than he can truly fix anything and is the greatest engineer of all time.
If it fails to become profitable, if the user experience doesn’t get better, if there are still bots spreading fake news then he will have failed and brought TSLA retail investors down in the mud with him.
Shorters are presently having the party of their life.
2daMoon
Mostly Harmless
You left another pandemic off the list.
That seemed to do the trick in 2020, didn't it?
Toss in some fresh squeezed shorts to boost things too.
/S
People need to stop looking at nasdaq big techs PE and start looking at the Dow. Huge flight to "value stocks" have sky rocketed those PEs way beyond tech. Currently tech is the new "value" because rising rates is bad for "growth stocks" so therefore you put money into companies that doesn't grow and jack up their PE as if they will have earnings growth with forward PE compression.
Yes it's just that stupid right now.
There is no "Twitter overhang." There is a widespread smear campaign against Elon that has been running for years but recently intensified (as some of us knew it would). Big and powerful industries play dirty, as anyone can see from history.
What a shame that some folks here are falling for the familiar tactics, even after seeing how they tried to kill Tesla.
From what I understand about his business plans, I think they will work, it will be a much better product, and likely a profitable company.
The reason so many people have some many doubts is that they have simply ignored what he has said, which is something Elon's critics typically do,
I'm not talking about this political posts, jokes, or other ill-considered posts. I mean the posts/interviews where he outlines the plans to improve Twitter.
The details are best discussed in the twitter thread, this is what i posted there:-
Elon & Twitter
The relevance to this thread is, we are all better off if Elon's plans work out, and Twitter becomes a profitable business,
I need a pick me up so when should we see the CT configurator go live? Isn't it about 6 months prior to first deliveries?
ZenRockGarden
Active Member
I believe a 60 P/E ratio is quite normal on a business expecting to show 50% year over year growth for several coming years
Can anyone afford a Cybertruck now?
I was thinking the config tool would come online just a few weeks before deliveries. How close was it for the Model 3/ Model Y?
Y was configured at the time you "ordered" - not a deposit. CT is a deposit s o being handled differently.
Aa to your first question - a year ago I was planning on a Tri/quad/plaid but instead I'm considering (read: worried I'll need) a job that pays better than reading this thread.
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