I love Elon and Tesla for many reasons, one of them is that Elon and everyone work so hard, but the shorts keep bullying them. I started to hate the shorts.
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I love Elon and Tesla for many reasons, one of them is that Elon and everyone work so hard, but the shorts keep bullying them. I started to hate the shorts.
sundaymorning
Active Member
That article was written three years ago...
That's the risk of setting staggered sell-orders riding up on a squeeze I guess? Ideally one would hope the price would drop back down in order to buy back in, but if it stays high then one actually loses-out in the longer term.
Stress! FOMO!!
Elon´s big numbers tweet links to a Barron´s article discussing percentage of shares sold short. He is saying that a really big number of shares is sold short, making a squeeze more imminent. No connection to batteries. Also, Tesla will need all the batteries they can produce for their own cars and storage products! Why would they invest capital to selling batteries to a competitor while they are trying to grow a quickly as they possibly can, being limited by funds to spend for building new factories?
Couple things I’m wondering here:
1. If Elon has his shares held by a brokerage, can he have his brokerage lend the shares to shorts so he can earn interest?
2. If he can and is, once a certain percentage of the float is shorted, couldn’t he recall those shares or put a $1500 (arbitrary) sell order?
3. Could this trigger a squeeze?
1. If Elon has his shares held by a brokerage, can he have his brokerage lend the shares to shorts so he can earn interest?
2. If he can and is, once a certain percentage of the float is shorted, couldn’t he recall those shares or put a $1500 (arbitrary) sell order?
3. Could this trigger a squeeze?
Update Tesla China News : More evidence about Tesla Chinasales is increasing rapidly— 2000 extra positions opening for campus hiring in Q1 2018, position include Product Specialist, Delivery Experience Specialist, Inside Sales Advisor, Customer Support Specialist
here is my tweet : vincent on Twitter
Q1 2018? What is going on here? They don't need 2000 pax for cars which can't be delivered...
Maybe they’ve actually been producing 5k week all along and secretly shipping 4K week to China.
More realistically, S/X demand is good, they are trying to grow sales centers in new regions (China is quite large), and it takes time to hire and train, especially when you are Tesla and you want the best of the best.
sundaymorning
Active Member
Uh Yes, if you read my comment I was referring to Elon’s most recent tweet:
Elon Musk (@elonmusk) on Twitter
Which reminds me of the “tsunami of hurt” comment he made 3 years ago. And since it’s been 3 years, we all know how that turned out for shorters.
Something else - strategy in the UK is to band pure petrol/diesel cars by 2040, latest rumour is that all cars must be able to go 50 miles on battery power alone (is that in winter or summer? 
), which rules-out most hybrids...
Car industry on alert over 'hybrid ban'
), which rules-out most hybrids...Car industry on alert over 'hybrid ban'
Gerardf
Active Member
Something else - strategy in the UK is to band pure petrol/diesel cars by 2040, latest rumour is that all cars must be able to go 50 miles on battery power alone (is that in winter or summer?
Car industry on alert over 'hybrid ban'
The deadline stated in that article is 2040 (!).
These car manufacturers do not have to worry at all about this law blocking them to sell their hybrids, as they will no longer offer them or be bankrupt before then.
Their anger about this proposed law just shows how much they are in denial.
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RobStark
Well-Known Member
Next, they will propose banning landline communications in 2100.
Yeah. I was about to post something similar.
I had to read the article to check whether the ban wasn't talking about new cars. Banning hybrids and ICE vehicles on public roads, full stop, would be a more relevant proposal. Though probably somewhat premature, even in 2040.
bhtooefr
Active Member
The Chinese market wants what they think the US market wants (which is the entire reason why Buick still exists, because it has to exist in the US for Chinese people to keep buying them. If GM stopped selling Buicks in the US, the Chinese market would know that the US doesn't want Buicks any more).
So, sedans are, as far as I'm aware, more popular than they are right now in the US, but SUVs and CUVs are also quite popular as I understand.
Also, Chinese-market sedans tend to have long wheelbase options that aren't available here, because of how pricing structures work - a well-off Chinese person would rather buy an Audi A4 LWB (a thing that exists just for China), and hire a driver, than pay the much higher taxes on an Audi A6 and not be able to afford a driver.
Something else - strategy in the UK is to band pure petrol/diesel cars by 2040, latest rumour is that all cars must be able to go 50 miles on battery power alone (is that in winter or summer?
Car industry on alert over 'hybrid ban'
Probably WLTP range, which is AFAIK pretty close to EPA. Which, panic over the Prius not being able to do it by 2040 is honestly hilarious - the Prius Plug-In (Prime here) is already halfway there with 2016 battery tech, and with the atrocious packaging of that car, they could have put twice the battery in there if they wanted to.
The customer deposit line also includes any additional payments on cars to be delivered but not yet delivered. That includes the deposit, but also any trade-ins, prepaid custom duties and payments received by electronic transfer a few days ahead.
Yes, as vehicles in transit increase, so does the amount of money already collected for undelivered vehicles. But a vehicle is usually paid in full around two-ish days before delivery, so with vehicles in transit covering maybe two weeks of deliveries, you can only expect something like 2 / 14 = 14% of vehicles in transit to have been paid in full.
Johann Koeber
Happy Owner
The answer to this is YES.
But it won‘t happen because in my view this would be illegal market manipulation.
It is a matter of scale: do it with 100 shares - no problem. 20% of float: immoral and illegal.
Not sure there will be a stiff short squeeze until profitability is demonstrated after the tax credit ends...
A new short seller acts like a weak holder. Weak holders keep the price from rising past "what they think the stock is worth." Exhausting the supply of weak holders is the reason bases exist. The sock only climbs dramatically after no one wants to sell the stock - no weak holders are left.
As long as people with money are convinced that Tesla cannot profitably sell cars after the tax credit ends, they will sell the stock whether they actually own it, or not.
The key to stock price appreciation is demonstrated profitability on the $35K version of the Model 3.
What this means is not an advise:
Speculative instruments may not work in short time frames (less than a year).
Profiably selling the base model sooner will help the stock price more than demonstrating margins at a price that folks do not think is sustainable at scale.
A new short seller acts like a weak holder. Weak holders keep the price from rising past "what they think the stock is worth." Exhausting the supply of weak holders is the reason bases exist. The sock only climbs dramatically after no one wants to sell the stock - no weak holders are left.
As long as people with money are convinced that Tesla cannot profitably sell cars after the tax credit ends, they will sell the stock whether they actually own it, or not.
The key to stock price appreciation is demonstrated profitability on the $35K version of the Model 3.
What this means is not an advise:
Speculative instruments may not work in short time frames (less than a year).
Profiably selling the base model sooner will help the stock price more than demonstrating margins at a price that folks do not think is sustainable at scale.
Anstandswauwau
Member
I usually don't care about FUDsters too much, but this one really piqued my attention:
Wolfgang Pipperger's twitter feed consists of almost 100% sensationalistic TSLA FUD while, get this, being "Directeur Commercial MB Vans at Mercedes-Benz France".
Is this something people working at other car companies are now (openly) doing to discredit a competitor?
If so, holy crap, that's pretty effing sad.
Wolfgang Pipperger's twitter feed consists of almost 100% sensationalistic TSLA FUD while, get this, being "Directeur Commercial MB Vans at Mercedes-Benz France".
Is this something people working at other car companies are now (openly) doing to discredit a competitor?
If so, holy crap, that's pretty effing sad.
The tax credit doesn't affect profitability, only demand. If in a quarter or two, demand is looking good, the tax credit ending shouldn't be an issue.
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