Is there a source for this assertion that vendors aren't getting paid and filing liens? Which vendors?
See above. It was a dispute involving a grand total of $8m over some small construction and remediation contracts. All were settled long ago.
![jJ5yT7k.jpg](https://i.imgur.com/jJ5yT7k.jpg)
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Is there a source for this assertion that vendors aren't getting paid and filing liens? Which vendors?
I thought I heard EM saying the ModY will have falcon-wing doors.Two words: "Model Y".
People who want a Model X without falcon-wing doors will just buy a top-spec Model Y.
Ford and Daimler and even GM are making yearly lowsGM is slightly up.
It's not the same for EAP. If you only want EAP, the old chip works and they don't have to replace it and incur extra costs like with FSD, which will require replacement.Well, the replacement will be included in the cost, which was already going to be higher for buying it after the fact. You're paying for the replacement either way (unless you buy a car after they're building them with the new hardware). They pull the same "costs more after delivery" sales tactic with EAP and it doesn't require any hardware upgrades.
I doubt they will "float" 110B. They might ultimately have a valuation up to maybe 100B (although I doubt it) but they won't have a float of anywhere near that. If that is actually going to happen, prepare to sell anything like TSLA/AAPL/GOOGL/SQ/insert high value growth stock here before that much money has to be moved out of other equities into this IPOhow can so many investors be so stupid. Uber are talking about a 110 billion dollar float, and people are meanwhile selling the fastest growing most innovative car company on earth? People are nuts. Methinks Q3 earnings may surprise a lot of idiots who only ever read biz insider and seeking alpha.
You are getting a larger house and will soon have three young kids?Thought deeply during the past weeks about having a giant pile of cash available - larger house - 2 young kids and wife pregnant, and currently weighing upgrading my life or holding onto this giant chunk of my financial future.
Same here.
I used to follow a bunch of bears on twitter in the name of gathering information from "both sides". But it got too depressing. Too many of the bears are frankly sociopathic, and just flat out bizarre. I've tried to identify the ones who are more objective in their analysis; there seem to be very few.
I like to understand both sides. It's super interesting how there can be so much polarization given the same information. There are many reasons for it (as there are many "shades" of belief on Tesla from both sides)... but largely I've boiled it down to - the bears harp on the debt and "cash crunch", and don't do much sales projecting; whereas the bulls focus on the latter, see high growth (and view debt as an investment leading to the growth).
.Tesla Short Seller Warns of `Massive' Supply-Chain Disruption
Bloomberg) -- Short seller Fahmi Quadir, who’s betting against Tesla Inc., said the carmaker faces risks to its supply chain because some vendors haven’t been getting paid and others have been taking liens out against the company.
Blah Blah
Tesla didn’t immediately respond to requests for comment. Its shares fell as much as 1.8 percent to $259.11 as of 11:13 a.m. in New York. The stock is down about 17 percent this year.
It's IMHO at least 18-24 months from a limited roll-out at best. SOME minor features, sure. Call my car from the garage and pick me up right in front of the symphony - YEARS out.
I think a lot of the shorts have been talking about demand for a long time. But you have to be careful talking about it on this forum as there will be screams to ban you immediately.
Tesla PR/Communications leaves a lot to be desired and is a big part of sentiment being too negative about the company.
I think I'll buy calls for after earnings towards close. (11/9? 11/16?)Any ideas for what strike price it should be? I'm thinking 275 or 280.
FWIW, it wasn't part of some of our investment theses. I'm on record as saying full self-driving won't happen for at *least* five years more, maybe decades -- it's just much harder than people think it is. I'm even on record as saying that Tesla will have to refund the FSD deposits. This limits the amount of money they'll have to refund, so that's good.Full self driving being removed from model 3 is the biggest change of all of these changes.
That’s a giant part of the thesis...
Then the author should be sued for libel.See above. It was a dispute involving a grand total of $8m over some small construction and remediation contracts. All were settled long ago.
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I wonder how climate change mitigation enthusiast Michael Bloomberg feels about his news website becoming a mouth piece for small time anti-environmental short sellers. Anyone have any connections to him?
SecondedFWIW, it wasn't part of some of our investment theses. I'm on record as saying full self-driving won't happen for at *least* five years more, maybe decades -- it's just much harder than people think it is. I'm even on record as saying that Tesla will have to refund the FSD deposits. This limits the amount of money they'll have to refund, so that's good.
The price action has nothing to do with the recent news. The nasdaq dived more than 1.4% and plenty of stocks turned red.This is nuts. Price going down because of FSD and crap. It's high time Tesla fights this with lots of advertising dollars and TV ads. The more people know on TV and through advertising the better it will be - guaranteed.