TSLA Market Action: 2018 Investor Roundtable

[SPadival]

From what I read on Twitter and on Seeking Alpha (once every 10 comments but sometimes even in the articles) the bear thesis has recently moved to hoping / praying for a SEC investigation, or an announcement of one. A SEC investigation that several bears are actively trying to trigger using lies, FUD etc, etc.

Standard Chanos playbook (Refer to Jesse's excellent thread). However, Elon is a lot smarter and has a lot more firepower on social media. In other words, they are out smarted and out gunned.

 

[LordAstinus]

Well folks. One of our TMC members has become famous on twitter. Liked by Elon Musk himself this clip has had 729k views, 8864 likes and 625 retweets.
What a story from an ordinary TMC member Fighting FUD with facts on twitter:

Elon Needs Our Help

 

[YasB]

Great idea to short some companies as a downturn hedge. I think I'll try some hedging shorting Daimler and BMW.

That may actually work pretty well. I'm still wondering why VW has to pay ~30 billion and US regulators didn't say a word about Daimler or BMW Diesel engines until now. On the other hand they are already trading at a PE of 6 with a dividend yield of 5% or so.

 

[lklundin]

Great idea to short some companies as a downturn hedge. I think I'll try some hedging shorting Daimler and BMW.

This is not actual investment advice, but what about Audi? They have been doing very well, so would conversely have a lot of potential for downside.

 

[BozieBeMe2]

Well folks. One of our TMC members has become famous on twitter. Liked by Elon Musk himself this clip has had 729k views, 8864 likes and 625 retweets.
What a story from an ordinary TMC member Fighting FUD with facts on twitter:

Elon Needs Our Help

Because this is a classic case of how Tesla is being lied about and manipulated.
It definitely would serve us to make sure that this is tweeted and retweeted every place we can.

 

[Lessmog]

This is not actual investment advice, but what about Audi? They have been doing very well, so would conversely have a lot of potential for downside.

Me = lazy. Isn't Audi owned by VW? Does it have its own stock trade?

 

[jeewee3000]

Audi is part of VW, but it has its own stock ticker I believe.

EDIT: Two tickers actually: Frankfurt stock exchange / XETRA stock exchange

The ticker NSU.DE or NSU.F points to NSU, the company now called Audi (after some mergers), bought by VW in 1969. See here.

 

[HG Wells]

Morning dip is acting a little strange.
Had an order in at 331, just canceled it.

Edit:
Its as if the stock was sentanant.
Waiting for some announcement before making its move.

 

[ggr]

Mod: One post moved to Hi, I’m a short seller because its tone and content bordered on trolling. --ggr.

 

[mershaw2001]

What do they suppose would cause a SEC investigation?

Well from what I read yesterday at least one sec investigation wanted to verify that the pre orders were legit people...credit card numbers and phone numbers of each... after Tesla claimed to have 450k.

 

[Waiting4M3]

Problem is the bears yell louder than the bulls

ICE cars also make more noise than EVs, we'll see how that plays out.

 

[jhm]

The bar is still open for sub-$330 shares. Maybe we get some bears drunk, and they sell even lower.

 

[HG Wells]

The bar is still open for sub-$330 shares. Maybe we get some bears drunk, and they sell even lower.

326 I think the honey flavored beer worked.

 

[ggr]

Well from what I read yesterday at least one sec investigation wanted to verify that the pre orders were legit people...credit card numbers and phone numbers of each... after Tesla claimed to have 450k.

I call bull on that (not you... what you heard.). That's consumer confidential information, the SEC has no right to ask for it, and they know it. There's also no reason to believe that Tesla would lie about it, given the severe criminal penalties attached to such an act.

 

[jelloslug]

I call bull on that (not you... what you heard.). That's consumer confidential information, the SEC has no right to ask for it, and they know it. There's also no reason to believe that Tesla would lie about it, given the severe criminal penalties attached to such an act.

Exactly. Lying about something as public as that would be beyond idiotic.

 

[jhm]

326 I think the honey flavored beer worked.

If I had a microbrew, I could do a whole "Tesla Bear" beer label.

Tesla Bear Honey Wheat
Tesla Bear Short 'n' Stout
Tesla Bear FUD Barrel Special Reserve
Tesla Bear Empty Lager
Tesla Bear Elon Fail Ale
Tesla Bear Hoppy Mad
Tesla Bear Bitter Ale

 

[jelloslug]

If I had a microbrew, I could do a whole "Tesla Bear" beer label.

Tesla Bear Honey Wheat
Tesla Bear Short 'n' Stout
Tesla Bear FUD Barrel Special Reserve
Tesla Bear Empty Lager
Tesla Bear Elon Fail Ale
Tesla Bear Hoppy Mad
Tesla Bear Bitter Ale

Tweet that to Elon...

 

[Lessmog]

ICE cars also make more noise than EVs, we'll see how that plays out.

Not to mention Harleys. Ooops, I just did didn't I?

 

[wipster]

Need more cow bull

Elon don't fear the reaper...

 

[mershaw2001]

I call bull on that (not you... what you heard.). That's consumer confidential information, the SEC has no right to ask for it, and they know it. There's also no reason to believe that Tesla would lie about it, given the severe criminal penalties attached to such an act.

You can call bull if you want, I didn't supply a source. Here it is:

https://www.detroitnews.com/story/b.../15/report-tesla-sec-investigation/108638994/

with the relevant portion as follows:

SEC documents show the commission started investigating Tesla because it believed the company might have been “making false statements of material fact or failing to disclose material facts concerning the company’s Model 3 vehicle.”

Tesla was ordered to produce company documents related to Model 3 reservations, cancellations, and deposits, including how Tesla had used or planned to use the deposit money. The SEC also demanded names and credit card numbers of customers who pre-ordered Model 3s.

MOST IMPORTANTLY:
The SEC investigation into the company ended with no enforcement action taken.