I was sure someone will ask this detail, surprised it took this long.
possibly yes or maybe no. No because Tesla is not driven by macro fundamentals, which generally is associated with demand and for now demand is not an issue. yes short term momentum would have continued but the stock is trying to reverse ever since Friday and I guess it is reaching near bottom (at least for now). One can argue that raising equity is tougher in tight macro environment but we are talking about $1B here which should not be an issue in a low interest rate environment (assuming macro pain results in lower rates).
I was thinking of it the other way around. Without macros sucking today, we might have gained more momentum and actually gone green. I think shorts were fortunate.
I think it's real. It describes the current situation perfectly, in Elon's words. When it's company wide, and especially after it's leaked, nobody will be accused of insider trading.
Everyone from inside is prevented from trading anyway, around EOQ time.
Too much optimism is not good. Have a sound plan, stick to the plan. Tesla has zero chance to bankrupt. In the worst case (which I don't think will happen), the company can be sold. On the upside, this stock will be MUCH higher in 5 years, 10 years, and 15 years.
Serious problems with my home construction project, issues with Tesla Service (...mostly settled now), problems with my broker (settled now), doing 2017 taxes (done), dealing with relapses in chronic illnesses (getting better again)... been a tough few months. Now that things start to stabilize, woo, a bear market
Thank you for the full text. Not up to speed on all replies, but this is Elon saying 400,000 run rate by end of year. Assuming still about 100,000 for s/x, a 300k rate would be 6000 a week for 3s. Not as good as we’d like, but ending year cash flow positive is good. It does hurt not hitting this in Q3 to get the cash flow moving for semi and Y investments sooner.Here is the email from Musk.
