Loan rates going down? Financing with 2% instead of 7-8%?So, does he have a solution to the demand problem? Can he illustrate that to the investors?
Or before the ER call tomorrow, anyone here can guess or provide some solutions?
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
Loan rates going down? Financing with 2% instead of 7-8%?So, does he have a solution to the demand problem? Can he illustrate that to the investors?
Or before the ER call tomorrow, anyone here can guess or provide some solutions?
On the last call Elon said the next gen car will begin production mid- 2025 with volume production 2026.I think there will be a vague statement about it interpreted completely different ways by different audiences, but typically earnings calls don't confirm or solidify future product updates with concrete facts.
I don't follow him, but I did listen to him, Bruce, and others who struck it big tell others to go get margin accounts and tell everyone about which firms had the best rates.Do you disagree with what he is saying?
I'm very curious about today's earnings call, specifically for this reason. This may put to the test the notion that Elon doesn't care about the short-term stock price at all. In general, I'm sure he doesn't. But for the next couple of months?Agreed.
What's worring is the fact that many that are in the stock nowadays bought after 2018 and a good % of them are underwater, angry at the company and after someone to blame for their situation.
If we were at ATH the re-vote would be a slam dunk...
See. That's not what he said, but that's how you took it.On the last call Elon said the next gen car will begin production mid- 2025 with volume production 2026.
I understand it didn't 'cost' Tesla $56B, but it doesn't look good even if net cost to Tesla is a few billion. The stock has lost $700B. And nobody 'sees' what they are paid. Taxes are always involved.I'm not going to try to sway you...but I would like to fix just a couple small errors in your wording:
1) Elon's pay package is not $56B. My understanding is that is options to buy a number of shares at a discounted price. I believe that the $56B comes from an assumed stock price multiplied by the sharecount...but just to exercise those options, he would have to pay the company the reduced price for the shares, and pay federal taxes on the value he received. So, even at a $56B valuation for the shares, Elon wouldn't see close to $56B. At today's lower price, the value of the shares is well below $56B...and he would still have to pay the same amount to exercise them, plus some smaller amount of federal taxes. Naturally, if the stock price was notably higher, it would be possible for his value to be more than $56B too.
2) At least via a quick google search, I believe you are correct that Elon has sold a total of about $40B in Tesla shares...but that wasn't all a big cash-out. I believe roughly $10B was sold to pay the required taxes on an earlier compensation package. For the Twitter fiasco, wsj via google seems to say he sold approximately $23 billion.
Again...I'm not trying to say any of that is "good," just making sure facts are as facty as possible.
A whole bunch of them were pushing the 'live on margin' strategy bc 'Elon does it'. It's amazing they never got any push-back. They were on YouTube, WSJ articles were written about the mountain man options gambler (he thought he could predict future stock prices and win with options). They were the popular kids at one point in time in the Twitter/YouTube Tesla influencer world.Well that's your characterization of their advice. I wasn't following them at the time so unless you have specific links to illustrate your point, I'll reserve judgment. The "never sell" part sounds more like faulty memory then financial advice.
Here's more information on the new Texas business court.The Delaware Chancery Court reorganization effectively destroyed their advantage. OTOH, betting on a new State without an established record and with a distinctly negative attitude towards Tesla from the rarely meeting Texas legislature. That move is done without anything offered from Texas to ameliorate business conduct, specifically sales. That seems odd. Leaving Delaware is simply part of the continuing corporate flight. With a legislature intellectually dominated by auto dealers, is that a wise bet?
I think tailored marketing is the way. Plenty of people in the US who buy vehicles in the price range of the 3 and Y and can charge at home.So, does he have a solution to the demand problem? Can he illustrate that to the investors?
Or before the ER call tomorrow, anyone here can guess or provide some solutions?
Just to be clear, that means you are voting for Tesla to give billions of dollars worth of TSLA stock to the plaintiff and their lawyers, diluting all stocker holders. (And they will probably dump a ton of it on the market depressing the stock even more.) I can't see any way in which voting against it is good for stockholders. (Regardless of if you think Elon deserves the compensation, that had already been approved and earned, or not.)I'm casting 7,432 votes against Elon's comp plan. Why?
Thats true. But don't you wish you could have gone back in time and bought AMZN when it was a book company? I thought the whole point was to see what the company will look like in 5 years, and get in before others spot it. Otherwise you might as well just buy a tracker fund.We will see how this chart looks at the end of the year. Energy continues to grow at a rapid pace? Awesome. My point is, looking at Tesla now, it is a car company.
View attachment 1040941
How about ALL cars get FSD. ALL new cars going forward pay $50/mo mandatory subscription for updating and maintenance. We make it up by bundling the cost of FSD in with the original purchase price. We're giving people the option of not taking FSD ... which is a mistake. Do car companies give consumers the option to delete antilock brakes? Airbags? Seat belts?Heard a suggestion yesterday that Tesla should stop offering FSD as a purchase option and go for a subscription offering only. I thought it was an interesting idea.
Borrowing on margin for living expenses, then rates going up. On top of FOMO option trades and buying 'dips'.
You can't estimate hardware and software ready for Optimus like this and have any accuracy. Stopped reading there.Conference Call cancelled.
Elon already answered all the questions
Elon completely leaving out the real reason. His losing bet on 4680 is why Tesla doesn't have enough US battery supply. They had two years to prepare for the EV tax credit qualifiers. That is why Model 3 doesn't qualify.
Conference Call cancelled.
Elon already answered all the questions