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We are definitely seeing walls of sell orders. It got close to $355 and bounced off and is pulling upwards again. I think there will be walls like this pretty much at every multiple of 5 and they will all serve as resistances that must be broken through in order to keep rising.
Runarbt
Active Member
We have all the time in the world. Shorts with upcoming margin calls and increased borrow rates do not.
(Well - my shorter term calls dont either.. lol. But still those are more for fun)
Why Tesla -0.15% and GM +1.45% ?
I expected better performance since last good earning
I expected better performance since last good earning
speaking of batteries in kWh and number of EV's/PHEV's (excluding China)
(Note: this includes the teeny tiny batteries in the PHEV's)
(Note: this includes the teeny tiny batteries in the PHEV's)
TT007 - does your tax guy have any hair left? Just calculating your estimated quarterly tax payment sounds like a full-time job!
I am not sure if anybody answered this, but in general, my understanding is that when a stock have a pop and stock price bounces off the next Option value, sometimes it is because the in-the-money writers of the put options need to de-risk by short selling the shares they will get after expiry. So they pick a top and, if necessary, walk in down if there is a lack of buyers, so that they can get rid of however many number of shares they don't want.
Apparently Germany is the top contender with the Netherlands also being considered:
“Germany is a leading choice for Europe. Perhaps on the German-French border makes sense, near the Benelux countries.”
jhm
Well-Known Member
I think the killing efficiency standards in the US will make it even harder for OEMs to divest ICE and transition to EVs. I believe the unintended consequence is that, as EVs go mainstream, more OEMs will fail and Tesla will capture more market share.
Consider that in US, fuel efficient vehicles are cross-subsidized by CAFE. Without this, their prices go up. Conversely, the less fuel efficient vehicles will get even worse mileage, driving up the operating cost on those vehicles. This gives Model 3/Y an advantage in capturing market share among drivers that don't want to pay through the nose for fuel.
Remember how Musk complained about OEM getting the full value for regulatory credits while Tesla only get what they can trade for it. Now take that advantage away, and OEMs find it financially harder to bring new BEV models to market. Meanwhile they are seduced into pursuing more profit with fuel inefficient ICE products. The innovator's dilemma becomes even more pronounced. So many more will fail to make the transition to profitable BEVs.
FirebirdAlpha
Member
I'm really curious how Tesla will be able to build factories in China and Europe given that they're still cash flow negative, they're still struggling on Model 3 gross margin, and they're not planning to refinance 1B in loans due over the next several months.
The China factory costs 5 billion by Tesla's estimate. Where does the money come from?
On the short side, it is stunning to see the equity markets react the way they have. The bond and CDS markets didn't flinch from their pre-earnings pessimism, while equity did.
The China factory costs 5 billion by Tesla's estimate. Where does the money come from?
On the short side, it is stunning to see the equity markets react the way they have. The bond and CDS markets didn't flinch from their pre-earnings pessimism, while equity did.
This is how they'll fund the new factories.
Tesla short sellers are sitting on a paper loss of nearly $2 billion after stock rally
I would expect the WH action on CAFE and CA emissions rules might be a factor on the GM side.
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me thinks, Tesla will show profits with some +ve cash-flow for a few quarters and then will go negative for expansion. Might even tap the capital markets.
And thats perfectly allright. They showed the investors and the FUDsters they can make a profit if they want to, and now after that they will go into expansion mode.
Markets and Longs will love it.
And thats perfectly allright. They showed the investors and the FUDsters they can make a profit if they want to, and now after that they will go into expansion mode.
Markets and Longs will love it.
shlokavica22
Member
Did you by any chance follow the CC?
Dan Detweiler
Active Member
As another said it was all on the CC and then talked about here. Elon stated they will borrow the money from Chinese national banks. And he said he believes it will only really cost 2 billion for the factory to get up to produce 250k per year. Now my understanding is that does not include batteries but I could be wrong. I'm wondering if 5 billion was a safe estimate they used for 500k a year and including the cost to set up battery production but Panasonic will take on that cost anyways.
Anyone else have clarity on the 2 bill? To me it was for a factory for 250k a year (not a lot of capital to increase capacity past that though) and no batteries.
Edit: Oh ya and the Europe factory they haven't said anything but maybe they assume by then they will have enough cash flow to just internally fund it.
no, facts are not the goal. it’s to spread misinformation and cause confusion
That would be great. I can visit it when I pop over the pond to see my daughter.
jeffro01
Active Member
The reality is people like you will NEVER admit you're wrong and will continue to double down and nitpick every little detail straining for any sense of credibility. It must be a sad life to lead...
Jeff
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