TSLA Market Action: 2018 Investor Roundtable

[sundaymorning]

Not a bleep from the media:

Audi recalls 1.2 million cars and SUVs because of fire risk

BMW issues second UK recall, this time over fire risk

Lots of problems at BMW. Their car stalls while moving.

BMW recalls 312,000 vehicles in U.K. over stalling risk

Mercedes Smart for two engine fire risk.

Mercedes-Benz recalls roughly 43,000 Smart ForTwo cars

The most dangerous f^re risks are the ones that ignite spontaneously.

 

[Curt Renz]

CNBC - Friday: What the traders bought today: 4 trades

Includes Tesla.

 

[brian45011]

I agree that 'profitability' will cause many shorts to exit their positions. I know EM has tweeted, and many people here expect, that a massive short squeeze is coming (bigger than 2012/13). That squeeze caused a tripling of the SP in short order. I just don't think the proper alignment is there ( example: the video) to have the SP surge the way it did (% wise) then.

Just trying to set realistic expectations. We collectively can get ahead of ourselves here.

I don't think weekly option contracts had begun trading at the time of the 2013 short squeeze.

 

[Reciprocity]

Lots of problems at BMW. Their car stalls while moving.

BMW recalls 312,000 vehicles in U.K. over stalling risk

Mercedes Smart for two engine fire risk.

Mercedes-Benz recalls roughly 43,000 Smart ForTwo cars

The most dangerous f^re risks are the ones that ignite spontaneously.

Its not shocking that Smart ForTwos got recalled, whats shocking is that there were 43,000 of them to recall. Holy crap is that 10 years worth or something?

 

[AlMc]

I don't think weekly option contracts had begun trading at the time of the 2013 short squeeze.

If true, does that make for a bigger chance that the short squeeze is bigger or smaller in your opinion? Thanks

 

[anon]

I think weekly options were trading by summer 2013 when TSLA was around $90, as I seem to remember buying some! They might have been longer-dated options close to expiry though.

 

[brian45011]

View attachment 302213
Has everyone seen this?
Great for some pushback

What are the "relative terms"? Relative to what?

Personal (bodily) injury claims are also known as third party liability claims--i.e. a claim for damages by someone other than the insured or the insurer, usually because of the fault (negligence) of the driver--so it may be a reflection on how carefully Tesla owners drive.

What is the incidence of first party claims (in relative terms once that metric is defined)? 1st party claims are by the insured against the insurer, usually for property damage to the vehicle or medical payments for injuries to its occupants.

Not that it matters, but in the US, "personal" injury usually refers to such things as libel, slander, false arrest or imprisonment, or malicious prosecution. (We have devolved into an extremely litigious society; IMO a law degree (essentially a Master's) is much easier than a Bachelor's engineering degree.)

 

[brian45011]

I think weekly options were trading by summer 2013 when TSLA was around $90, as I seem to remember buying some! They might have been longer-dated options close to expiry though.

Check your old statements for the expiration dates, if expirations were the 3rd Friday's ( or Thursday for Friday holidays), they were monthlies.

 

[AlMc]

China agrees to bolster purchases of US goods, in a move to 'substantially reduce' trade gap

^^^^Thanks to Lump for sharing

 

[dc_h]

Tesla

China Shenzhen Grand opening party getting even more crazy after sunset, see the video -->

here is my tweet update part 2 : vincent on Twitter

Are these cars all sold, display, stock? Amazing turnout and excitement. It does seem that Tesla sales keep rising fast in China.

 

[angstrom]

There were weeklies. SolarCity weeklies had certainly not started trading though and it was squeezed to some extent just by association. Shame they were never profitable. The possibilities. I guess we'll never know~

 

[wipster]

Are these cars all sold, display, stock? Amazing turnout and excitement. It does seem that Tesla sales keep rising fast in China.

I love the Model X "wings" flapping, faster than I thought they could... looks awesome!

 

[wipster]

There were weeklies. SolarCity weeklies had certainly not started trading though and it was squeezed to some extent just by association. Shame they were never profitable. The possibilities. I guess we'll never know~

Methinks the next iteration will be. I predict solar roofs and Powerwalls will be quite popular in California in the near future, along with their solar panels. May be Tesla's ace in the hole.

 

[vinvin218]

Are these cars all sold, display, stock? Amazing turnout and excitement. It does seem that Tesla sales keep rising fast in China.

Those are local Chinese Tesla owners' cars, owners' club wanna show some support for the new grand opening.

 

[brian45011]

Consider that Tesla is the first car company in history to have critical "black box" data on all of its cars, available almost immediately..

Yet somehow the grieving father in China cannot obtain any data from Tesla--the dash video cam survived the crash but not the "black box;" and, oddly, the real-time OTA data collection for its AP systems mapping failed?

 

[brian45011]

There were weeklies. SolarCity weeklies had certainly not started trading though and it was squeezed to some extent just by association. Shame they were never profitable. The possibilities. I guess we'll never know~

If you know, when did the TSLA weeklies first begin trading?

 

[ggr]

Opening AWD configuration tonight! Elon Musk on Twitter

 

[brian45011]

China agrees to bolster purchases of US goods, in a move to 'substantially reduce' trade gap

"Still, Beijing and Washington agreed to "meaningful increases in United States agriculture and energy exports."
More coal exports to China? Not good
U.S. coal exports increased by 61% in 2017 as exports to Asia more than doubled - Today in Energy - U.S. Energy Information Administration (EIA)
COLUMN-China, not Trump, drives U.S. coal export revival: Russell

 

[bdy0627]

Opening AWD configuration tonight! Elon Musk on Twitter

It seems a little strange how they aren't making much of a news event with this. If I recall, it was big news for the S. This seems very low key.

 

[mongo]

It seems a little strange how they aren't making much of a news event with this. If I recall, it was big news for the S. This seems very low key.

Hey everybody!!!
Something is going to happen... soon!

Isn't that what people are criticizing Tesla/Elon for already?
Expect more trumpeters once it goes live...
(Or not, since the onslaught will be epic. Worse than Black Friday at Wally world...)