tinm
2020 Model S LR+ Owner
The market’s treatment of TSLA lately reminds me of The Battle of Helm’s Deep. Only, it’s been way longer than three days and still no Gandalf.
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Dan Detweiler
Active Member
RobStark
Well-Known Member
Model S and X is roughly 50% American/Canadian, 25% Mexican and 25% RoW.
Off the top of my head I know wheels, brakes, and some suspension parts are made in Mexico.
Model 3 is also 50% American/Canadian, 25% Mexican, and 25% RoW
That was only in the movie, OK!!!!
In fact all the dialogue in the movie that was utterly awful, was not in the book.
Sorry, Dan, I'm a bit of a Tolkien purist
Are we talking about the groupie one or the bonds one?Hit-piece on The Street perhaps popped-up 9 minutes ago. Nothing new, but maybe bots are trading on it.
I won't link and I don't recommend you go looking for it either
This is a completely standard daily trading pattern for TSLA. If I were a day trader, which I am not, I could trade the pattern all year long, selling at open, buying an hour later at the mandatory morning dip, and then selling again in the afternoon.
bdy0627
Active Member
I've noticed recently when there isn't a gap down that there is often an opening solid climb followed immediately by the usual aggressive dip. It's the opening climb before the dip that seems different than a few months ago.
Dan Detweiler
Active Member
...but I LOVED that line!That was only in the movie, OK!!!!
In fact all the dialogue in the movie that was utterly awful, was not in the book.
Sorry, Dan, I'm a bit of a Tolkien purist
Dan
We are seeing very positive reports from the media on the 3 Performance drives.
Unfortunately it seems that the Tesla team is really only giving them 30min drives out of the Santa Monica showroom. So Motortrend write up has them stuck in traffic, flat roads, etc.
A more thorough drive & report would be helpful to customers who maybe are waiting to decide P vs AWD as well as show off what an advance this car is to the world.
Seems like a good opportunity being wasted
Unfortunately it seems that the Tesla team is really only giving them 30min drives out of the Santa Monica showroom. So Motortrend write up has them stuck in traffic, flat roads, etc.
A more thorough drive & report would be helpful to customers who maybe are waiting to decide P vs AWD as well as show off what an advance this car is to the world.
Seems like a good opportunity being wasted
I have another 25 at 299. Now have 650 total, and I am done! Now please start climbing so I am not tempted to buy any more
Any more and I won't be able to sleep at night...
Any more and I won't be able to sleep at night...
jhm
Well-Known Member
https://www.nasdaq.com/article/cost...rises-on-growing-default-fears-20180724-00390
Still attacking bonds via CDS. Roughly speaking, one can short a bond by buying a credit default swap. The CDS spread is negatively correlated with the stock price. So as the stock price goes back up these will lose value.
Still attacking bonds via CDS. Roughly speaking, one can short a bond by buying a credit default swap. The CDS spread is negatively correlated with the stock price. So as the stock price goes back up these will lose value.
bdy0627
Active Member
Some quotes from the article:
"The CDS is saying that there are a lot of people betting this company is going out of business," said Thomas Graff, head of fixed income at Brown Advisory." (Yep)
"The implied market probability of a default on Monday rose to 38.9 percent from 38.3 percent on Friday, according to Thomson Reuters Eikon. The probability of a default was 34.19 percent when the credit-default swap contract, the first and only referencing a Tesla bond, launched on June 27." (Presumably a function of lower cash reserves primarily)
"Compared to Monday's swoon in the bond price, the increased default probability seems low. That is explained, however, by the illiquid state of Tesla's CDS, which have had only one trader, Edward Koo at JPMorgan, regularly offering quotes on the swap, according to Reuters trading sources who requested anonymity because the quotes are not public."
More important to get them in customers’ hands in my opinion. Their online reviews and word of mouth will be more honest and unbiased than publications that live off advertising from legacy auto.
FirebirdAlpha
Member
Twitter going nuts about the shareholder lawsuit this morning:
Paul Huettner, CFA on Twitter
Sure looks like Tesla is admitting to making materially false statements last year, right before Moody's August guidance and debt raise.
Any bulls have a different take?
At the very least, I think this lawsuit will make underwriters do a pretty thorough audit and make sure other statements withstand scrutiny.
Paul Huettner, CFA on Twitter
Sure looks like Tesla is admitting to making materially false statements last year, right before Moody's August guidance and debt raise.
Any bulls have a different take?
At the very least, I think this lawsuit will make underwriters do a pretty thorough audit and make sure other statements withstand scrutiny.
Ganesh Srivats resigned, he joined the carmaker from Burberry in 2015 as VP of North American sales.
Well that says everything we need to know about you!
Next you'll tell me that you enjoyed the concept of "dwarf tossing"
Has anyone seen this court filing before or is today the first day it has been made public? Seeing it make the rounds on some social media.
Dropbox - Wochos v. Tesla 17-cv-05828-CRB #37.pdf
It's definitely dense, drudging through corporate law is most assuredly not as sexy financial projections but there is a lot of information contained within that filing. Some of it is not flattering r.e. Musk/Deepak.
Dropbox - Wochos v. Tesla 17-cv-05828-CRB #37.pdf
It's definitely dense, drudging through corporate law is most assuredly not as sexy financial projections but there is a lot of information contained within that filing. Some of it is not flattering r.e. Musk/Deepak.
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