TSLA Market Action: 2018 Investor Roundtable

[dqd88]

It would be foolish to waste the chairman spot on something that couldnt result in fruitful political alliance.

My #1 choice would be Tim Cook. #2's would be Lisa Su (AMD CEO) Jensen Huang (Nvidia CEO).

For #1, Elon just needs to apologize about Apple being Tesla's graveyard and all will be fine I'm sure.

But Apple is working on project Titan, so Tim Cook is out.

 

[Krugerrand]

In your opinion. I've driven both back to back and in my opinion the S is the better car.

Define better. Because only then can understanding be reached.

If one values a crap ton of cargo space; S wins. If one values sportiness; 3 wins. Etc...

I much prefer the 3. As in no contest. And yet there’s no doubt the S is pretty darn special.

 

[dqd88]

Option Sniper on Twitter

$TSLA news means shorts going to panic cover. Key levels above 287 304 322 355. If Musk never twitted going private, price now should have been around 355 level - that’s where it’s going now. Most ppl will probably ONLY play Oct5/12 calls. Smart ppl eyes on long term Jan calls.

But what effect does DOJ overhang have?

 

[Tslynk67]

Elon should have a new business card
“Not a chairman”

Totally his style.

Never a dull day in Tesla land for sure.

But he's still allowed to be a Business Magnet, right, because I didn't see that mentioned on the settlement...

 

[printf42]

the only thing we have to worry about is Elon talking smack after making the deal. That's a total NO NO.. so no saying "oh yeah, I made this deal with the SEC just to xyz., " or "I didn't want to make the deal, I was totally in the right, etc."..

Its say nothing about it pretty much ever.

If I read it right, the clause of "neither deny nor admit allegations" in the settlement was there to prevent him from saying those.

 

[Ocelot]

I won't. I manage risk first, and I am way on top on this trade so far.

No need to get emotional about this

Mod: As promised, I deleted that post. GG rule.

Some people wax poetic about shorts being the checks and balances for the ever churning froth of Wall Street. Justification chosen over remediation. However to be blunt, shorts seemingly lack any moral fortitude. The world burns. People are literally dying from the paths people before them chose to take. A few companies in the landscape of the status quo are fighting for change.

So in my humble opinion, there is a HUGE need to get emotional about it.

 

[Bet TSLA]

A woman chairman would be my preference.
Whose is qualified? Any suggestions ?

Andrea James.

 

[Krugerrand]

I rarely disagree with you but I think the news today is significantly more positive than you. It puts Tesla back in the position it was in before 'the tweet' (trading around 355) and I think that will be recognized in short order.

I hope you’re right. I’ve just seen this movie so many times and the ending is always the same: a downer.

I’d be pleased to get my $42.75/share back by end of trading on Monday and then the additional $40-50/share that I had before the original going private tweet happened. AND THEN the additional $50ish/share I should be getting when Q3 production/delivery numbers are announced by Wednesday.

Yeah, won’t be holding my breath for any of that this week. Last time I did that I passed out less than 3 minutes into trading for the day.

 

[dqd88]

Dear Elon,
why don't you at least think of moving Tesla HQ outside of USA and just producing there like others?
Wall street and SEC are corrupt and defending the old fashioned world.
They are slowing down your efforts for sustainability.
Don't invest anymore in USA.
(...or California has to become an independent State with own rules and own financeworld)

to piggyback... I think it would be awesome if financial institutions were setup in CA -- like a stock market, investment banks, etc,
AND, in addition, financial news media that gave non-biased reporting on companies out here (NY hates CA).
AND... the US capital should not be waayyy over on the east coast, it's not fair to the rest of the country and allows east coasters to rub elbows more with (hence influence) lawmakers... just thing about businesses in Hawaii and Alaska, that one heckuva flight. The capital should be near the center of the country.

 

[dqd88]

Andrea James.

how about Christine Lagarde, head of the IMF

 

[Tslynk67]

You won't find out about profits for another month.

Nothing stopping them from saying something in the shareholder delivery report, is there?

 

[CorneliusXX]

Believe me $40 million settlement that $TSLA Shorts will get from SEC settlement will be chump change in comparison to the billions the are about to lose once SP gaps up and starts an epic run next week
I personally lost millions over the last 2 months but I’m not suing EM or Tesla or shorts or anybody
Just the fact that investors like me have the courage of their convictions to never give up on EM or $TSLA will bring back the money we lost plus more
Losers whine and complain and sue and blame others or their losss
Winners do what it takes

This isn't clear cut. We don't know how much of the Q3 volume is already baked into the share price. It is already pretty lofty for a company producing at Q3 speeds. Price is still a probability weighting of future expectations.

Just because the SEC complaint is behind us doesn't mean that this whole process is finished. I assume there will be further lawsuits directly from shorts and other options holders in relation to "go private" and this settlement may well help them get compensation. Another thing this settlement appears to do (to me, a layman) is tie Tesla to any future lawsuit, when previously it seemed more likely that only EM would take a financial hit when shorts sued.

 

[Ugliest1]

“Tact is the ability to tell someone to go to hell in such a way that they look forward to the trip.”

I thought that was Irish diplomacy.

 

[Electroman]

Elon is prohibited from receiving compensation for the fine.

Who said we are compensating for his fines?. We are just helping him pay his next few mortgages and the new yacht and the private plane he has been eyeing for a while

 

[Artful Dodger]

WARNING: Weekend Offtopic Continued...

Paladin, replaced Lance missiles right?

Nope, the M109A6 "Paladin" is an upgraded M109 SP 155mm with autoloader and GPS/onboard fire control. Lower crew count, too. Like a MLRS for Med. Field Bty.

Yakima ~ no. After I retired a friend of mine went on to command out there. Damned rattle snakes out there!

Yeah [rattles dogtags]. CFB Gagetown, New Brunswick, Summer 1982. Only place on earth I've ever seen swamps on the SIDE of a hill (why are army bases always in the armpit of the world?) An armoured crew got their Chieftan 1 stuck in a bog during a night move. They walked back to their Squadron Leger (assembly area) to roll armoured recovery. But when they got back, the tank was gone. No tracks, no trace, no nothing. The swamp just ATE it. And it was NEVER found. Swear to God.

P.S. How do you tell the difference between a fairy tale and a army story? A fairy tale starts "Once upon a Time" and an army story starts "This is no $h1t".

 

[printf42]

Shouldn’t you apply to recover losses?

I would suggest all of us apply for the 40M pool just to make sure they don't all go in shorts pocket.

 

[Xpert]

But what effect does DOJ overhang have?

DOJ does not have a case really. if SEC was only able to slap him on the wrist, DOJ won't be able to do much. He was mostly reckless.

 

[CuriousSunbird]

A woman chairman would be my preference.
Whose is qualified? Any suggestions ?

Grimes, obviously.

 

[Fact Checking]

Quickly before I board my flight. Peter Thiel for Chairman. He will bring fear to all shorts and news reporter who dares to libel thinking there'd be no consequence.

Maybe Dwayne "The Rock" Johnson, to give the threat a bit of a ... physical dimension as well?
https://m.imdb.com/name/nm0425005/bio?ref_=m_mn_ov_bio

 

[mrdoubleb]

I nominate View attachment 339303

I said Oprah so that WE all get a Tesla... not Bernie so that EVERYONE in the world gets one free. Let's try to avoid bankruptcy, shall we?