TSLA Market Action: 2018 Investor Roundtable

[Chickenlittle]

Unsold or undelivered? Cars in transit are sold just not delivered yet. Language needs to be precise

True they are not paid for yet but the sale is guaranteed by significant nonrefundable deposit. The other manufactures are making cars that do not yet have committed buyers [other than dealorships] that the car manufacturers are hoping they can move

 

[keydiver]

As such I think Tesla would send an important signal to its buyers by allowing at least some (well optioned) SR day one reservation holders to configure in time for delivery this year.

I would guess that what we will see is the first SR models must take PuP and AWD, so with anything other than black paint it will be a $46,000+ car. Still lots of profit there. And, many of those people will probably add EAP, for even better margins. If the stock would have behaved properly for the past 6 months, that is what I would be ordering for my wife.

 

[ZachF]

Shorts out in force today...

 

[j6Lpi429@3j]

I absolutely do not understand what is happening today with the share price. I had no idea so many wealthy people were such idiots.

 

[anthonyj]

This stock is something else

 

[X Fan]

Just saw this on twitter reported by Reuters:

JUST IN: Tesla shares down after Hudson Bay Capital Management says it holds short position in company $TSLA

Look for these names in articles: Leadership - Hudson Bay Capital Management

 

[keydiver]

Yes, it was really good, but who's the idiot on the right (with the white shirt and tie) that started mouthing-off halfway through, super annoying!

Especially when he started spouting off that FUD about "you still are using gas to generate the electricity to charge it". He is evidently listening to too much short and anti-EV chatter to be rational about it. I wish Ron would have addressed that, but he did do a good job at killing some of the other FUD.

 

[ZachF]

Look for these names in articles: Leadership - Hudson Bay Capital Management

Ironically these capital firms never seem to want to allow others to be able to short them...

 

[brian45011]

The two new members would need to be on it too. Remember the current BoD are the ones who did not put these rules in place in 2013 or after. Why would you put them in charge of writing the rules now?

I think the SEC got 90+% of what it was after (which was primarily to set a deterrent precedent to discourage other publicly traded companies from engaging in similar conduct while minimizing damage to existing TSLA shareholders, employees, and customers). I also think the SEC doesn't have the resources nor desire for micro-managing Tesla going forward. Murdoch and Johnson Rice were added in July 2017. The tendency is for new kids on the block not to be too assertive until they get familiar with the neighborhood.

(Also, not advocating those three comprise the Committee.)

 

[Zaxxon]

I know the graph is sales and not market share, but the title of the graph is misleading.

Informative post though, not an attack.

Apologies--I misread your comment initially. Yes, I had the graph (vs the upper data which is what I thought you meant) mislabeled. Just corrected and will be reflected on my next update.

 

[Nocturnal]

I'm really surprised we aren't seeing the stock closer to where it was before the tweet. They exceeded their numbers, no other real problems, what's the deal?

 

[Drax7]

It’s disappointing not to rally on bullish fundamentals
improved execution and blue skies ahead in terms
Of cash flow.

For some Musk has poisoned the investment

Remember a similar situation with CEO Hastings
At Netflix. it eventually passed.

 

[Highway2Heel]

Trying to trigger margin calls...lots of folks leveraged margin to buy last Friday and on other such dips (sales). Market movers want to force folks to give some shares back at a decent price. Selling is often not by weak longs....it’s strong longs who get a touch too much leveraged to capitalize on a great sale (like last Friday’s) and Mr. Market is a spiteful SOB if retail investors get too good of a deal.

My last check showed max pain for the week at around $295. Not enough news to push volume to a level that takes max pain out of the equation.

 

[traxila]

Have a hard time not seeing this as a buying opp. Where are the risks here compared to where TSLA was two years ago?

Think this is still hangover effect from a 45 point pop to a degree. Truth is, technicals exist and it is hard to figure them out for TSLA right now. They definitely got trashed with all the nonsense over the past week. Need a basing period.

 

[beachbum77]

The quarter was HUGE, next quarter will be HUGER, rinse, repeat.

And then next year, for sure there's some debt to deal with, but also we get some capex amortisation off our backs too.

And the joker card in all of this is that Elon could probably easily borrow the money and lend to Tesla to repay whatever.

The SP movement indicates few believe Q3 will be hugely profitable...

 

[Mkorpal]

I'm really surprised we aren't seeing the stock closer to where it was before the tweet. They exceeded their numbers, no other real problems, what's the deal?

Eh, it's Tesla.

 

[MXWing]

The SP movement indicates few believe Q3 will be hugely profitable...

Is it the same few who shorted Tesla going into Q2 as well?

 

[Highway2Heel]

If we keep bouncing off $294, we’ll be just fine...not advice....etc. etc....JMHO...

 

[adaptabl]

I absolutely do not understand what is happening today with the share price. I had no idea so many wealthy people were such idiots.

Old news. Sorry

 

[The Blue Owl]

Elon may be out if the SEC wins. The Tesla board turned down the deal on the table.

What are you talking about? Are you posting from the past? We are 5 days later.