TSLA Market Action: 2018 Investor Roundtable

[WarpedOne]

When you do not pay for the product, you are the product.
You are not paying for their PT therefore they are using that PT to their benefit.

It starts with M and ends with N.

 

[Fact Checking]

This is such a stupid post I don’t know where to start.

It’s not politics ya dummy it’s about $$$$$!

The two topics are not mutually exclusive, in fact I'd argue they are closely related in the case of Trump supporters' apparent dislike for Tesla.

 

[Fact Checking]

A key point buried in the article:
"Securities lawyers said U.S. law requires executives and companies to have a “reasonable basis” on which to make statements, meaning the fact Musk said he believed he had secured a verbal agreement for the funding after the July 31 meeting could put him on a firmer footing with the SEC."

Also, the fact that a couple of hours ago Elon tweeted a list of heavy-hitters who are advising him on the buyout deal suggests that the Saudis are quite likely 100% in on the deal.

 

[Fact Checking]

The Reuters article that shorts and bots are having a feeding frenzy over right now

Musk says Silver Lake, Goldman advising on taking Tesla private

Silver Lake, who together with Michael Dell performed the (successful) buyout of Dell in 2013, that took Dell private in a $24b deal?

If I were short it's not a feeding frenzy I'd have, but a heart-attack.

 

[schonelucht]

Also, the fact that a couple of hours ago Elon tweeted a list of heavy-hitters who are advising him on the buyout deal suggests that the Saudis are quite likely 100% in on the deal.

I see the glass half empty here. If the deal is 100% on, there'd be no need for tweeting that kind of stuff.

 

[cricketman]

I see it as Elon reassuring everyone that going private is very likely and all the appropriate procedures are being followed

 

[JBRR]

The details of the convertible debt can be found here:
424B5

 

[Johan]

I see the glass half empty here. If the deal is 100% on, there'd be no need for tweeting that kind of stuff.

It seems there's a need for reassurance.

 

[Zhelko Dimic]

I don't know if it's true, single source so far, and can't find it at the Reutors, which supposedly produced this info. However, it got picked by Yahoo finance, so it's likely to create some confusion today, even if it's not true:
Silver Lake Denies Talking to Tesla: Reuters

 

[Mike Smith]

I don't know if it's true, single source so far, and can't find it at the Reutors, which supposedly produced this info. However, it got picked by Yahoo finance, so it's likely to create some confusion today, even if it's not true:
Silver Lake Denies Talking to Tesla: Reuters

Whoever the supposed source is probably meant Silver Lake isn't discussing investing themselves. Or maybe they said they aren't talking to Tesla because they're talking to Elon, not Tesla.

And I wouldn't trust Reuters if they're saying Silver Lake isn't interested in investing - they also said the Saudis aren't interested.

 

[loky]

I don't know if it's true, single source so far, and can't find it at the Reutors, which supposedly produced this info. However, it got picked by Yahoo finance, so it's likely to create some confusion today, even if it's not true:
Silver Lake Denies Talking to Tesla: Reuters

Please, post the link to Reuters article or delete this FUD.

 

[Yggdrasill]

Musk/Tesla needs to keep reassuring investors, until we are at 410+.

 

[LordAstinus]

Here's my bonehead question: are you exited to have Goldman Sachs with a price target of 195 USD on board?

Will the valuation match the $195 target price (aka $33B)?

 

[Johan]

Will the valuation match the $195 target price (aka $33B)?

The analytics branch og GS has "nothing" to do with their investment banking department

 

[schonelucht]

It seems there's a need for reassurance.

Why?

 

[Unknown_Wizard]

Chinese wall... Analyst departement has no clue what its M&A collegues are doing.

 

[Runarbt]

Why?

bonehead question. ;-)

Have you seen the SP lately. Have the market properly priced in a buy out at 420?

 

[loky]

bonehead question. ;-)

Have you seen the SP lately. Have the market properly priced in a buy out at 420?

Right now, I can`t see any important TSLA market player wants share price higher then 360$ .

 

[dondy]

Here's my bonehead question: are you exited to have Goldman Sachs with a price target of 195 USD on board?

It is the same GS which had 1mln shares in Tesla, and reportedly was the intermediary which accumulates 2bln+ worth of shares for PIF.
What they say others should do and what they do themselves are very different things. How stupid anybody can be not to understand that everything you hear on TV is said with a reason. And this reason is not to make you rich. It's to make you to do things which will make them rich.
Musk has GS on board because of their experience in MBOs and most importantly because they have amazing contacts in legal world.

 

[Unknown_Wizard]

No important TSLA market Player wants share prices below 360$... thats far more important since that is a very big problem for the shorts.