TSLA Market Action: 2018 Investor Roundtable

[hacer]

The Judge cannot dismiss this case. There is no motion to dismiss or for summary judgment. The only thing in front of her is the Complaint (which she must assume is correct because EM has not filed an Answer) and a proposed settlement. If she refuses the settlement as not in the public interest it is back to square one and trial. I still think she is very unlikely to reject the settlement.

Presumably she also has the SEA act of 1934 to work with as well. I think it's possible (although extremely unlikely) that she could dismiss the suit as being incompatible with the purpose of the SEC (which it is!).

 

[anthonyj]

Pretty obvious that market makers are suppressing the price while institutions accumulate. I think there will be a concerted effort to squeeze the stock price. Hopefully the Saudi announcement is the catalyst.

 

[NikeWings]

Tesla (TSLA) Q2 2018 Earnings Conference Call Transcript
TSLA earnings call for the period ending June 30, 2018.
So use your judgment but thanks a lot for what you're doing.
Elon Musk -- Chairman, Product Architect, and CEO

All right. Well, thank you for your in-depth coverage of clean-energy technology.

Thanks AD.........honestly had no idea it was still him speaking..

 

[Cattledog]

That simple check missed a few key points though.
Founder's series Roadsters deposit is $250k.

Thanks for the corroboration.
TSLA Market Action: 2018 Investor Roundtable

 

[ItsNotAboutTheMoney]

Pretty obvious that market makers are suppressing the price while institutions accumulate. I think there will be a concerted effort to squeeze the stock price. Hopefully the Saudi announcement is the catalyst.

(In)conveniently, there's the issue of a disappeared Saudi journalist that is affecting short-term business dealings with Saudi Arabia. Companies are holding off until the media attention dies down. So, don't expect anything big to come.

 

[KarenRei]

Can I reply to myself? Lame, but here goes:

Using my reasoning above, acceptance by Judge of SEC/Tesla settlement as is should increase TSLA by 17%.

Don't get overly optimistic. Macros have declined since then.

 

[mspohr]

(In)conveniently, there's the issue of a disappeared Saudi journalist that is affecting short-term business dealings with Saudi Arabia. Companies are holding off until the media attention dies down. So, don't expect anything big to come.

It's not just the murder of a single journalist. The Saudis are systematically silencing all opposition. This is an ongoing threat. There is bound to be continued international approbation.
Here's an example
Saudi Women Who Fought for the Right to Drive Are Disappearing and Going Into Exile

 

[Navin]

Mod: Inappropriate comment deleted. --ggr

Well, if this doesn’t get you banned. I don’t know what will. Thank you

 

[BornToFly]

I'm praying for a nice climb going into the earnings report (rise on the rumor). I just don't know if it will start one or two weeks out.

 

[homer214]

Some reporters/talking heads may have a math learning disability. Others may have skipped journalism ethics class in college.

 

[dc_h]

Elon said it to triple every year and to achieve the same size in revenue as the Auto business.

There is not a single reason for me to put it on a backshelf as every $ revenue and margin counts and why do you think it makes sense to put there at all? Because its still smaller than the Auto business?

Why is that even an argument?

It’s on the back shelf because GF1 can’t scale fast enough. It’s not offline, it just doesn’t have cells to met demand for model 3. I wish Panasonic was adding 6 machines to upgrade capacity. Hopefully that happens in q1. Tesla needs 50GW of production moving into 2019 and is currently under 30GW.

 

[⚡️ELECTROMAN⚡️]

In their lawsuit the SEC asked the judge to bar Elon from being the CEO of any public company, for life. This sanction, not any monetary damages, is what caused the Tesla stock to tank.

This was a reckless act of blackmail in essence, and this is why Elon/Tesla settled, under duress.

That's some of the scariest government corruption I can think of. No wonder Elon wants to take Tesla private.

 

[Starno]

Some reporters/talking heads may have a math learning disability. Others may have skipped journalism ethics class in college.

Others may have skipped college and high school at all. Probably falsified their diplomas ...

 

[Zextraterrestrial]

might have been answered

Hmm, that’s a little strange... the deposits were $1k a piece, and they’ve never had anything close to 942,000 deposits...

roadsters! $200 or $50k each..might not account for all the cash?

 

[schonelucht]

Dont forget all the prepaid plans and any payments for not yet delivered cars. The last one is likely quite significant this quarter

 

[S3XY]

Even that is only $2500. 942 million / 2500 is still 377,000. Still seems way too high...

Tesla semi deposits are $20k for base and $200k for Founders Series and the Roadster 2 deposits are $50k for the base and $250k for Founders.. Although even with this it seems we're still pretty short of the total.

 

[Intl Professor]

Agree. Interesting for me is how slowly those negative media are changing about Tesla. I do not expect that today they are FUDsters and tomorrow they are supporters. I think that there will be transition where you will se mix of bad and good news so the average reader will not notice or less notice the change. Of course this slowly approach will allow mainstream media that they save their faces and average reader would trust them further because they have "always right".

This is the moment where the quality of journalism can rise. If somebody start to publishing old articles of main media and confront them with new one, can be interesting. On the other hand who cares about history?

I must say that I'm pi*** of to see that those main media could go away without punishment about what they did to Tesla. The worst thing is that they can do it easily again.

Can someone write a book about that? Please...for sake of all of us!

I nominate Michael Lewis, or Curt Renz, for that task.

 

[mongo]

Thanks for clarifying. Agree except for your comment in parenthesis.

Pre-buying not-yet-existent models has been done before:
The buyer of the first Tesla Model S thought the company would fail before he got the car

One correction, not-a-flamethrower (and overpriced (or complimentary extinguisher) is a Boring company product, not Tesla.

 

[gene]

ok, I saw this on the general discussion thread but if you only follow this thread, I suggest you enjoy this article:

Tesla is too big to fail — but not for the reason you might think

 

[Tslynk67]

A simple check will show 2nd Gen Roadster at $50k deposit and Semi at $20k deposit. In addition to M3, deposits are also carried on MS, MX, solar roof, power walls, surf boards and not-a-flame throwers.

Unless Tesla started their own line of not-a-flamethrower, then these deposits are not part of that as The Boring Company is another legal entity.