TSLA Market Action: 2018 Investor Roundtable

[aubreymcfato]

I'm challenged, as many here, regarding the ethics of accepting Saudi's money.
But of late I'm liking Peter Singer books and utilitarianism, and I believe this is a good move - provided they are in good faith.

If they are in good faith, using Saudi's money "to do good" is a good scenario:

1. they divest from oil, invest in solar = this really moves the needle in the energy industry, and by a lot
2. they have a chance to jump onboard in doing something good, gives them room to do things right; call it a Sun Tzu or a game theory move, but this is smart, you have one less enemy and an extra friend
3. remember Swanson's law: we need a lot of R&D and economies of scale on solar, and we need them ASAP.
4. the sooner they invest in solar & storage, the sooner they hedge their oil investment, the sooner they are able to let the oil industry just die when the time comes.
   
5. unless I miss something, all the alternatives, to me, are much worse scenarios

 

[mrwuffles]

It’s crazy. Just a little while ago in NPR, of all networks, had a FUDster analyst sharing his opinions.

So much for their "liberal" bent. Based on their coverage of other issues, you'd think they'd avoid that to help Tesla, which is the only company actually trying to sell things that help the environment and that people actually [i[want[/i]. Just chasing the controversy like everyone else.

A lot likes Ars Technica. Used to respect them, as far as blogs go. They put out a couple of poorly-researched hit pieces since last week. I'd link them but don't want to increase their Google ranking. Yet then a bunch of other articles are climate change doom and gloom.

 

[Mike Smith]

With the cat out of the bag I expect the Saudis will start buying heavily on the open market at these low prices. If shorts want to fight they'll just be feeding the monster.

 

[dailo]

Do you think the Saudi's will release a statement or is that not their style?

 

[EVMeister]

In summary, the Saudis are diversifying because they're clever. They know that, if they want a future, it won't be in oil.

Now as to the shorts posting on this board. I have no words for you. I am literally dumfounded by your continued ignorance. You're playing with fire once again, do you enjoy being burnt?

 

[NOLA_Mike]

2M shares traded premarket + first 10 mins of open. Please remain seated with your seatbelt securely fastened...

 

[Runarbt]

I'm challenged, as many here, regarding the ethics of accepting Saudi's money.
But of late I'm liking Peter Singer books and utilitarianism, and I believe this is a good move - provided they are in good faith.

If they are in good faith, using Saudi's money "to do good" is a good scenario:

1. they divest from oil, invest in solar = this really moves the needle in the energy industry, and by a lot
2. they have a chance to jump onboard in doing something good, gives them room to do things right; call it a Sun Tzu or a game theory move, but this is smart, you have one less enemy and an extra friend
3. remember Swanson's law: we need a lot of R&D and economies of scale on solar, and we need them ASAP.
4. the sooner they invest in solar & storage, the sooner they hedge their oil investment, the sooner they are able to let the oil industry just die when the time comes.
   
5. unless I miss something, all the alternatives, to me, are much worse scenarios

The Saudis are no fools. The know the era of oil is soon to be over.
Elon is no fool - he wont let the Saudis get a majority part of Tesla.

What happen if tesla fails? A few more decades - and oil is still dead.. The Saudis is way better of getting a large part of TEsla - and make sure the transitions of a success and that Tesla grow as large as the company can as quick as it can. We have now access to capital - everything whioch we need to speed up reckless growth. :-D China and the Saudis combined - nothing can stop Tesla if this deal go through.


The fools in this scenario are the shorts - working hard to kill this climb I noticed. What do they have, a few 100k share to throw at this break out? :-D

 

[dw4ngg]

Why is stock price still so depressed? I’m so confused. I don’t expect it to be $420, but it should be at least $390

 

[Mike Smith]

Do you think the Saudi's will release a statement or is that not their style?

The Saudis won't do anything to cause the price to rise if they're buyers.

 

[mrwuffles]

I'm challenged, as many here, regarding the ethics of accepting Saudi's money.
But of late I'm liking Peter Singer books and utilitarianism, and I believe this is a good move - provided they are in good faith.

If they are in good faith, using Saudi's money "to do good" is a good scenario:

1. they divest from oil, invest in solar = this really moves the needle in the energy industry, and by a lot
2. they have a chance to jump onboard in doing something good, gives them room to do things right; call it a Sun Tzu or a game theory move, but this is smart, you have one less enemy and an extra friend
3. remember Swanson's law: we need a lot of R&D and economies of scale on solar, and we need them ASAP.
4. the sooner they invest in solar & storage, the sooner they hedge their oil investment, the sooner they are able to let the oil industry just die when the time comes.
   
5. unless I miss something, all the alternatives, to me, are much worse scenarios

Agreed. The Saudis are just doing what's good for their country and economy. All they had to enrich themselves was oil. Now they're looking at other things with the forward-looking view for once oil runs out. Unfortunately, most analysts can only look forward to the next quarter. Tesla and the Saudis will make strange bed fellows, that's for sure. But I'd prefer them to the Chinese in the current political climate. Saudis are ostensibly our allies, which is enough to hopefully keep CFIUS from ruling against a deal.

 

[MilosK]

Unbelievable! The SP is headed down as opposed to shooting up. So what’s the negative spin on Elon’s blog lost?

 

[replicant]

With the cat out of the bag I expect the Saudis will start buying heavily on the open market at these low prices. If shorts want to fight they'll just be feeding the monster.

How long after they reach 5% do they have to make their % public?

 

[mrwuffles]

Why is stock price still so depressed? I’m so confused. I don’t expect it to be $420, but it should be at least $390

Lot of people betting against it, FUD in the media affecting individual investors ("oh look, guy who bet against credit default swaps etc is betting against TSLA"), and big institutions possibly selling stock whenever it begins a rise so as to depress the price To what end, I'm not sure, but others have hypothesized that.

 

[Krugerrand]

I must admit I am not thrilled with the Saudis being the funding source. The pitch is they want to diversify into non-petroleum areas of energy business due to the predicted future risk of the oil business. But with significant ownership of Tesla, they would also be in a position to stifle progress on non-petroleum areas of energy business to promote their own petroleum interests. Also, there's the issue of their record on human rights of late.

If you’re going to blame every male Saudi for their record on human rights of late, then they get to blame every male American - including Elon Musk - for Donald Trump. Get the idea?

 

[jeewee3000]

Why is stock price still so depressed? I’m so confused. I don’t expect it to be $420, but it should be at least $390

Unbelievable! The SP is headed down as opposed to shooting up. So what’s the negative spin Elon’s blog lost?

What's new?

Give it an hour before the smart money wakes up. We'll end in the green I'm pretty sure (barring macro's).

 

[Unpilot]

Baffled I was...baffled I am!

 

[Toolsmack]

I think the ultra bulls are giving too much weight to the positive spin in the blog update. There are still outstanding questions/hurdles to going private, so expect a continued battle of share price. This is not a homerun to launch the stock towards $420 that I was hoping for

 

[Boomer19]

Once the market digests this, I will be surprised if we close above 300 today.

tell us reasoning behind your point of view, please.

 

[Tslynk67]

Once the market digests this, I will be surprised if we close above 300 today.

I liked you more when you had the long position...

 

[StockCynic]

So last Tuesday the only reason the deal hasn't gone through is because it needs a shareholder vote? Yet it would be premature release full details of the plan and funding..? Now that is confusing.