TSLA Market Action: 2018 Investor Roundtable

[Fact Checking]

He then replied this to a question about v9:

"Almost ready. We expanded the early access program to 1000 more users a few days ago."​

He also wrote this a few minutes ago:

@elonmusk: "If you think Tesla is overvalued compared to probable value of future cash flows, sell. Otherwise, buy."​

This would read rather awkwardly if Q3 cash flow was a disappointment.

 

[lklundin]

What concerns Elon:
...what if a "going private" is secured now and we don't know?

While I agreed with everything else you wrote, I believe the going private deal was abandoned because EM could find no way to ensure that enough current investors could stay. If that is true, then there is little chance for it to be revived now.

 

[davecolene0606]

Welcome new posters.... imposters...

For all the regulars, standby, stand down. The level of bullsh*t spewed by media coupled with a blatant demonstration of crony capitalism by the SEC instigated by non investors using highly questionable stories resulting in a third world kangaroo court extortion verdict, has gotten us all very jittery. It is all very overwhelming to see the machine systematically attempting to eliminate a clear threat to its existence.

Hedge funds
Wallstreet lenders
Fossil fuel companies
Auto makers/vendors for useless parts in an electric world
Advertisers
Media that lives on said advertisers
Government that has no interest in stopping climate change

Dare I say.... etc.

It is disconcerting to say the least.

Musk through his life has demonstrated time and again that he can take a beating.
All of us whose shares have been raked by manipulation, deceitful practices and an absence of integrity must point to it’s true cause. Not a few tweets...

Relentless attack by the above listed entities. The possibility exists that they will succeed in stamping out the last best hope our blue marble has.

Musk’s net worth is wrapped up in Tesla and SpaceX and mine is wrapped up in Tesla as well. Do I feel like I’m standing in front of a firing squad? Yup but I’m rooting for facts, truth and results for the reprieve.

Do you think that the first time Musk got,the sh*t kicked out him in the school yard he thought “maybe if I’m just nice to them they won’t kick the sh*t out of me anymore”. What he learned was they kept kicking the sh*t outta him until he fought back. Mind you he still got the sh*t kicked outta him again, but for the last time.

When one is getting the sh*t kicked out of ones self one needs to draw the line. Do any of you think if he just played nice, that all of this would stop? I don’t and we see so after he took the deal, put record results up and the pile on went up by 4 orders of magnitude anyway. By the way, when cash flow positive and profits are announced its gonna quadruple. M3 just crushed the competition and even non competition in a single quarter and that’s at half speed with both hands tied behind Tesla’s back.

Set aside what you think is “normal acceptable” behavior this is disruption 101.

It’s not nice, it’s volatile and nasty and uncertain.

I’m still long

Fire Away!

 

[HopJokey]

"By revenue, taking publicly available selling prices, Model 3 actually outsold Camry by a factor of two"

Elon Musk on Twitter

Business as usual I guess lol.

 

[Right_Said_Fred]

"So long..." in that last Twitter Amok purposly leaving out the "as".
Classical metaphor.

He´s out.


"So long- as it makes great products, it will have great value"

We know what you think by now. Please stop posting, I’m having trouble keeping up with the thread as it is.

 

[Ludalicious]

Elon is a modern genius from this century. The World didn't deserve a talented individual like him and he's clearly left the building.

 

[2virgule5]

I know Musk isn't reading this, but if he is --

Elon, listen to Arianna Huffington's advice.

Arianna Huffington Just Gave Elon Musk Some Really Good Advice That Everyone Should Follow

You're under too much stress to function right now. Be scientific about this. Tesla's bigger than you now. You got Model 3 to the necessary production and delivery volume which means Tesla is structurally profitable. Jerome and JB and Deepak can take it from here, for six months at least. Take a break from the CEO job and *fix your brain* by getting some sleep.

P.S. Anyone at all should feel free to forward this anywhere Musk might see it.

Or where any board member can see it. An enforced medical leave would be the right thing for the Board to do, if they want to have Musk back and functional later.

Well, we know Elon saw this article (he replied on Twitter and was not really receptive to the argument).

The more I think about it the more I believe he's preparing to leave or at least step down as Tesla's CEO. May depress the share price yes for sure, but by the time they have their 2nd or 3rd profitable quarter, paid their debt in due time and join S&P500 it will be back and more. I'd be cautious before then, the ability of the short side to control the narrative has been proven and proven lately, they are not going away anytime soon.

 

[azaz]

But he hasn't. Or if he did he un-liked it.

its still his most recent liked tweet

 

[HopJokey]

But he hasn't. Or if he did he un-liked it.

Still there:

Login on Twitter

 

[Fact Checking]

While I agreed with everything else you wrote, I believe the going private deal was abandoned because EM could find no way to ensure that enough current investors could stay. If that is true, then there is little chance for it to be revived now.

I think @neroden speculated about the possibility of Tesla becoming an unlisted public company. Still quarterly GAAP reports to file (which protects investors), but no short sellers. No 2,000 shareholders limit.

 

[Boomer19]

:love: :love: :love:


In the long run, the company will be fine without Musk.


IMHO, yes.

Now that we know that Jerome is President of Automotive, i.e. there is someone competent in charge...

...Musk's resignation may be the buying opportunity of the century.

Never a dull moment...

well i guess it could be that too...
(my emphasis in your post)

 

[davecolene0606]

he felt that way towards diver guy too and we all know how that played out....

Hasn’t played out yet...

Fire Away!

 

[neroden]

Not really; he's said this exact phrase at least twice in the recent past, I believe during interviews or forums.

Hmmm. It woudld be nice to know how recently, since he's been showing signs of wanting to quit for at least six months.

 

[lklundin]

I miss the days when we would talk more about Supercharger expansion, cars, products and the cool factor than the share price or manipulation.

Since those less eventful days there have been multiple warnings here and elsewhere, that the more successful Tesla becomes, the more the FUD the company and its investors will have to endure.

So far everything is going as planned.

Just make sure you are all buckled up.

 

[azaz]

Elon should really tweet something like "sorry to Tesla longs for recent distractions. SEC did their job and while I may not agree with them fully I stand by our agreement. My focus is on executing day in and day out to advance the mission as fast as possible"

 

[trayloader]

me or no one.

Check out the shorts length

 

[neroden]

I think @neroden speculated about the possibility of Tesla becoming an unlisted public company. Still quarterly GAAP reports to file (which protects investors), but no short sellers. No 2,000 shareholders limit.

Yeah, I actually liked that idea. It's uncommon these days and I'm not sure Musk even knows it's a possibility (he seems very ill-informed about this sort of legal detail).

 

[Right_Said_Fred]

Tweeting about V9 and Model 3 versus Camry doesn’t sound like someone who is leaving.

 

[davecolene0606]

I think we have sufficient evidence to show that Musk is just exhausted. He got Tesla to the crucial point; he needs to take a break.

*A lot of other Tesla execs have taken breaks*, including Deepak Ahuja. Sure, some of them never came back, but some did come back.

Man, you are rolling over way to easily, this is a friggin street fight... a dirty filthy backstabbing street fight. Maybe your nerves are gettin to ya

Chill for a bit.

Chive On!

 

[SpaceCash]

He is obviously not leaving. Cut the hysteria. Talk about feeding into the FUD... smh