TSLA Market Action: 2018 Investor Roundtable

[cheshire cat]

NB: In France, the very rich emit 40 times more carbon than the poor, (source)

Doesn't say much for Haute Cuisine, I guess it's all those snails and garlic

 

[ZachF]

It looks like the German government is getting more and more annoyed about the behaviour of the German car industry.

Yesterday German minister Peter Altmaier said the following during a meeting:

It was a nice round: Economics Minister Peter Altmaier (CDU) and the CEOs Herbert Diess of Volkswagen and Dieter Zetsche of Daimler sat together with Axel Springer CEO Mathias Döpfer. At the end of a publishing event by Axel Springer, the four discussed the future of mobility, e-cars and autonomous driving.

For one and a half hours they discussed in Berlin, it was laughed quite well. Then, in the penultimate question of Döpfner, Altmaier suddenly took off. "German cars have always been sexy: BMW, Mercedes and even the VW Beetle in the 60s," said the minister. And then: "I really wonder when you, Mr. Zetsche, or you, Mr. Diess, or Mr. Krüger of BMW will be able to build an electric car that is only half as sexy as a Tesla. As far as the appeal of their e-cars is concerned, you could actually bring in some fresh ideas."
It follows an abrupt change of topic

The two CEOs said nothing at first - or at least the interview, which then appeared in the "Welt am Sonntag", no answer. An abrupt change of subject follows the Altmaier quote. Volkswagen boss Herbert Diess had previously acknowledged a backlog in the development of autonomously driving cars. One must admit that about the Google subsidiary Waymo in driverless vehicles one to two years ahead, he said. "But we are determined to catch up. The game is not lost yet. "He pointed out that much depends on state regulation.
​

Link to full article in German language.

German car companies will do what they want because they know they are all "Too Big To Fail".

 

[EVNow]

It’s following Nasdaq down

Overall NASDAQ up 1% - Tesla down 0.6%.

 

[MP3Mike]

Can somebody please update me on the convertible notes? It’s about $900 million worth that’s due in March, right? But if the TSLA price stays above ~360 conversion is likely, right?

As Tesla prefers to pay back the notes rather than have them converted, shouldn’t Tesla pay them back as early as possible in order to avoid conversion?

And would this be released as public information? I mean, could we get a press release any day now saying that $900 million worth of notes are paid back?

Tesla can pay the notes back in cash even if the holder opts to convert. (It just changes the amount of money Tesla pays, but they have hedged, to a point, to cover that difference.) So there is really no reason for them to pay them off early.

 

[Right_Said_Fred]

Who pulled the plug? TSLA, never a boring day.

 

[KarenRei]

Who pulled the plug?

Those of us looking for a good price on a pre-Q4-report entry aren't complaining

 

[uselesslogin]

Tesla can pay the notes back in cash even if the holder opts to convert. (It just changes the amount of money Tesla pays, but they have hedged to cover that difference.) So there is really no reason for them to pay them off early.

They are hedged up to $500 or so. Therefore as a long term investor who would like to avoid dilution I'm hoping the market doesn't recover too much before the Q4 report. $500 really wouldn't be a huge move from here if tech stocks rebound.

 

[AlexS]

Who pulled the plug? TSLA, never a boring day.

I think some guys thought it is a good idea to sell some tsla and buy beaten stocks today. I wouldn't do that, but what do I know.

 

[lklundin]

Right now I think Tesla’s methodology is extremely misleading:

Is what Fred said:

Tesla updates Model S and Model X design studio with controversial listed gas savings

Naughty, naughty.

The German version still lists both the price after and without fuel savings - using the same, large font.

Is this maybe due to better consumer protection laws, or just because the US page has been modified ahead of others?

 

[EVNow]

I think some guys thought it is a good idea to sell some tsla and buy beaten stocks today. I wouldn't do that, but what do I know.

Yes, apart from everything else - today, Tesla is down & NASDAQ up.

 

[X Fan]

Spiegel sounds totally nutty to me. Raving lunatic obsessive stuff. If I was his family I'd actually be concerned for him

lol...with re: to Spiegel, a takeoff on an old joke: "how to become a millionaire"? Have Spiegel manage your tens of millions.

 

[yngwie_2012]

Elon didnt tweet today did he?

 

[KarenRei]

Everyone, let's not forget that we beat Nasdaq yesterday, and beat it by 3% the day before

 

[AlexS]

Elon didnt tweet today did he?

He didn't, so it is a good chance that stock can recover by the end of the day

 

[EVNow]

You miss what is bought for the Billion invested. It is more shares for the same investment. Market cap is shrinking.

When the market is going down, investors can sell one stock and buy another (and some others are doing it the other way round). So, the market caps all around can go down without anyone taking out any money - since it wasn't real money to start with.

 

[anthonyj]

It’s one of those days where the MMD was successful so shorts and weak longs start piling in until it’s -4.5%, finds a bottom at 1pm, then rebounds at 2pm.

 

[AWDtsla]

Right now I think Tesla’s methodology is extremely misleading:

Is what Fred said:

Tesla updates Model S and Model X design studio with controversial listed gas savings

Naughty, naughty.

I was neutral on this before. However, I now actually know people for whom affording a Tesla is a reality, but they couldn't get these TCO-like estimates through their heads, even despite advanced degrees. So, I think Tesla needs to do this.

 

[lklundin]

I was neutral on this before. However, I've now actually know people for whom affording a Tesla is a reality, but they couldn't get these TCO-like estimates through their heads, even despite advanced degrees. So, I think Tesla needs to do this.

Their advanced degrees are from Trump University ?

 

[KarenRei]

It’s one of those days where the MMD was successful so shorts and weak longs start piling in until it’s -4.5%, finds a bottom at 1pm, then rebounds at 2pm.

A buyer can only hope

 

[EVNow]

Everyone, let's not forget that we beat Nasdaq yesterday, and beat it by 3% the day before

The point is - there was an argument that NASDAQ is holding Tesla down. The argument doesn't look valid today. Even the other auto companies are up today.