mekberg
Member
You are not thinking like China. Creditor is looking to steal Tesla trade secrets.
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You are not thinking like China. Creditor is looking to steal Tesla trade secrets.
Bet TSLA
Active Member
C'mon people. Elon isn't stupid, so why are you all discussing this "short burn" thing like he's naive and foolish? The VW short burn happened for one simple reason: there were no shares available to trade. So since Elon predicted an epic short burn, he must have some plan for vastly reducing the available trading shares. One way would be if a couple of major players suddenly bought serious long term positions. I suppose there are other ways, possibly something Tesla could do itself?
But since Elon isn't stupid, there has to be something more than good business related news. That isn't enough, no matter how good it is.
But since Elon isn't stupid, there has to be something more than good business related news. That isn't enough, no matter how good it is.
I think you missed the public announcement that they shut down the M3 line through July 4 (maybe it was all week, I can't remember) to give people a rest, and bring all the lines up to date with the advances made on the third line during the previous week.
Is your short position making any money?
continuing to move up with time running out on regular US trading hours before news hits.
of course, as several of us already mentioned in the thread, almost a sure thing there are stories in waiting designed to short-splain a major Tesla China deal.
if Tesla has something to announce considerably bigger than anticipated, shorts playing the media game might not have anything ready to the scale of the announcement.
of course, as several of us already mentioned in the thread, almost a sure thing there are stories in waiting designed to short-splain a major Tesla China deal.
if Tesla has something to announce considerably bigger than anticipated, shorts playing the media game might not have anything ready to the scale of the announcement.
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IIrc Panasonic has already publicly said they would be happy to go in with Tesla on more factories. Regarding demand, the model 3 is looking likely to be the best selling car in the US by the end of the year if it outpaces the Camry. There are a lot of electric cars in China already, but none as good as the model 3 unless somebody starts making something really cool
Hopefully the mods have the razor blades secured. This forum is about as depressed and negative as I've seen it. Can it get much worse? Bankwuptsy around the corner, despite actually doing what Elon said they would do? Usually this is a signal of a march to ATH.
Hogfighter
Professional Lurker
Yea I agree with all this. But what keeps nagging at the back of my mind is that Elon’s no dummy. He would surely know that 5k per week wouldn’t cause a short burn. So it’s either he has something else to announce that will really move the needle, or I just have to chalk it up as too much ambien/red wine.
jelloslug
Active Member
Hush now, facts don't work when dealing with shorts.
FirebirdAlpha
Member
Yes, but in this case, it's a partnership in which both parties contribute money.
Panasonic isn't offering to finance Tesla's share of the factory.
FirebirdAlpha
Member
Is your short position making any money?
Yes, I'm up about 124%. Bought 355 July puts that were out of the money (and now solidly in the money).
The short burn isn't coming. I think the only thing that could do it is a general capital raise that's 2B or more.
Financing for a China factory doesn't help their US balance sheet.
FirebirdAlpha
Member
Seeing if I should go for the TSLAQ play. I'm waiting for someone to convince me that the Twitter Shorts are spreading FUD, not facts.
But sadly no one wants to discuss a critical perspective.
Example: luis carruthers on Twitter
Supplier is suing Tesla for $200k. What do you make of this?
Todd Burch
14-Year Member
bdy0627
Active Member
Just as people may be anticipating the China factory announcement and positive Q3, they are also expecting ugly financials for Q2. That will certainly not surprise anyone.
bdy0627
Active Member
Sounds like it's time to hit the ignore button, though I can't see who you are responding to.
jhm
Well-Known Member
Sometimes it begins with a simple itch. Itching, scratching, before long you need to see the doctor.
The California ARB posted their certification for the Model 3 AWD and Performance Models: https://www.arb.ca.gov/msprog/onroad/cert/pcldtmdv/2018/tesla_pc_a3740023_0_z_e.pdf
Deliveries start soonish? (I still don't see the EPA documents, but the AWD is listed, with no data, on the guide...)
Deliveries start soonish? (I still don't see the EPA documents, but the AWD is listed, with no data, on the guide...)
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