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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
ElectricIAC
Good-Natured Rascal
Retail investors get a second chance to buy in at a more affordable SP.Adding/gathering all the positives of Elon selling more shares.
1. employees get to buy cheaper shares
2. stocks are less concentrated on single man
3.
what else?
In fact the vast majority of road going vehicles are sold and used in urban or suburban areas, worldwide. Rural areas worldwide tend to have class wealthy and less well educated people.
When we discuss any Tesla and/or Musk awareness, it's perfectly reasonable to say that most literate adults who consume any type of news are are of both. By extension any logical definition of an addressable market for Tesla products has almost 100% unaided recall of both Tesla and Musk.
Obviously we do not know any specifics regarding attitudes about either because we only have anecdotal evidence or surveys data that is invariably inadequate to make judgements.
We DO have virulently provocative opinions. They are all opinions, including mine. They are in no way solid enough to make judgements.
We DO have evidence both tangible and definitive that Tesla at present sells everything they can make, that Tesla serves a small portion of the new car buying world, that Tesla has no presence at all in most of China, the US, and even has modest presence in many places where the market is obviously receptive to Tesla. (e.g. Africa, South America, nearly all of Eastern Europe, Malaysia, Indonesia). This list is huge.
From tiny places to huge ones Tesla has been adept at establishing Superchargers that make a Tesla quite practical choice. Nearly all of those markets where Tesla is absent do have others selling BEV and have some, at least vestigial infrastructure.
It becomes both tiresome and irritating that even here on TMC we have people discussing growth limits as though suddenly Norway and California are the only markets, when both of those, as consequential as they are, still have large areas without Tesla stores. Some say that, as in Texas, it is easy to buy a Tesla online, and it is. How many buyers will purchase a car sight unseen with no visible local presence? Because of that Tesla has large growth still to make in California, Texas and everywhere else. Everywhere.
More models and more variety are obviously coming too, but the largest single issue after logistics and supply constraints is increased distribution. There has been no missed sales because the supply has been too constrained.
In that case I strongly believe it is silly to be preoccupied with anything other than how Tesla can scale more rapidly, which now means at least another Gigafactory every year or so and massive increase in Supercharger, store locations and service capability.
Any of us who are aware of these facts should also understand that Tesla is thriving and vibrant. The notoriety of the CEO is not new, there are been naysayers since well before both SpaceX and Tesla. What is different now? Simply stated there are many newish investors and many derivatives users who have been losing money due to margin calls or simply are terrified of volatility.
As Elon has said "if you're afraid of volatility you should not invest in Tesla"
Reality has not changed in any fundamental way.
I wonder how many different ways these things need to be said.
@Gigapress shows us TSLA has moved similarly to AMZN, for example.
As many others, too many to name, provide different parts of this information, it is always the same:
Long term investors have not been harmed. Speculators (except the perpetrators of much of this, the short selling community) have lost. (The short time winners have probably covered many of their past losses). With serious FUD growing hour by hour we see absolute lies and misunderstandings combine to give everyone pause. This is a very poor time to panic, even though their never a good time to do that.
Wow, it kinda looks like he's rebalancing his portfolio of companies and diversifying around this level of scale. It's kinda stupifying from the level of an ant like ourselves.
I don’t see how 1 is a positive if the grant stock price is under water. ?Adding/gathering all the positives of Elon selling more shares.
1. employees get to buy cheaper shares
2. stocks are less concentrated on single man
3.
what else?
Good... it's workingAdding/gathering all the positives of Elon selling more shares.
1. employees get to buy cheaper shares
2. stocks are less concentrated on single man
3.
what else?
larmor
Active Member
Or outperform other companies with continued profits, lowering margins, positive free cash flow, new factories, and new product lines to end the day flat or walked down, because well the market wants all these things but... yeah...
When the employees see their net worth evaporates with the stock price, I doubt many of them are thinking "oh look, another buying opportunity", though. Steady stock price is good. Crashing SP bad.Adding/gathering all the positives of Elon selling more shares.
1. employees get to buy cheaper shares
2. stocks are less concentrated on single man
3.
what else?
I guess the other benefit I see is it answers the question "What's going to happen to TSLA if Elon leaves the company and is actively working against the stock?" That's being priced in now.
Retail investors were given a second chance at 350, third chance at 300, 4th at 260, etc.... They are all underwater now. Wake me up when they're given the 20th chance to buy at 25.
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Paracelsus
Active Member
IIRC there were posts from several better-informed TMC members suggesting that Tesla could have purchased the shares directly. But Elon selling into the Market and Tesla buying back through the Market would be the most transparent method to maintain share control and would be the better Image Management approach IMO. And that is important even if it isn't necessary I think, as Tesla now having enough free capital to retain control of the company and the greater Mission with a share buy-back initiation while so many people and industries are desperately trying to destroy the company could easily lead to much scrutiny of such an effort - whether well founded or not. Anything to disrupt or detract Tesla from reaching its 2030 goals it seems.
Edit - I am intrigued by the 'portfolio balancing' concept just posted by @betstarship and how that plays into a buyback. Ultimately Elon could sell shares to Tesla on the open market to invest in T******r and do little more than transfer his wealth from one pocket to another (with the exception of tax implications), while preserving and possibly increasing his control over the entire suite of companies in the process. That would definitely be playing the game several moves ahead, because his end game IS the integration of all the companies in harmony under one umbrella.
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3. We’ve become numb and our pain and BS tolerance has gone way up.Adding/gathering all the positives of Elon selling more shares.
1. employees get to buy cheaper shares
2. stocks are less concentrated on single man
3.
what else?
Someone seems to get it, although I think they are bit conservative with EPS estimates
I believe what this has shown is that, no, Tesla does not need each of you. Tesla needs only a portion of you. The effect of what has been done is that the cap table has been culled.
The Accountant
Active Member
I did tell him and we went back and forth until he stopped replying. I'm pretty certain I am correct.
I think you are confusing Tesla vs TSLA.
Tesla needs each and everyone of us .
And by extension it helps TSLA.
The Accountant
Active Member
He sold $22.9B this year and will net $20.6B after tax. He may have taken taxes into account when selling (i.e. sold more to cover the taxes).This might then mean he will need to sell more shares to pay his taxes ?
insaneoctane
Well-Known Member
What is his remaining stake in Tesla? Or is this even public knowledge?
Call me an idiot. After whining to my wife and feeling depressed for all of 5 minutes last night. I did some soul searching and sold a bunch of covered calls. And, for the first time, some puts as well. Let's see how I feel tomorrow.
And very conservative with only 18% growth in 2024. That’s the year the Cybertruck should reach volume production.
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