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  1. W

    Coronavirus

    I very much came to the same conclusion looking through the daily situation reports of the WHO (Novel Coronavirus (2019-nCoV) situation reports) The mortality rate in Hubei Province is much higher than in all other provinces. So it seems something about Hubei is contributing to the deadliness of...
  2. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I struggle to see how anything about this is smart for an environmentalist group. The only people that are cheering are gonna be AFD (lack of economic perspectives is what they feed on) and the traditional automakers. I am from Brandenburg and a green party voter and I am pissed that this group...
  3. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am so mad. It seems another court ordered to stop the woodcutting work at Giga Berlin just today. I can't believe the "green" league of Brandenburg is standing in the way of the clean energy transition. It's unbelievable. It is stopped until there is a new hearing on the failed emergency...
  4. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think that's great yup. Yet, raising 3B when you are planning to produce <50k vehicles per year for the next 2-3 years seems somewhat excessive
  5. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    After the big funding round that Rivian secured yesterday I dug a little deeper into the financial history of Rivian and Tesla. What surprised me is the massive difference in time and money it took (i.e. for Rivian will take) each of these companies to get to the first sold vehicle. It took...
  6. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Re: Tesla cutting down trees for GF4. Seems there is an agreement that tesla will plant new trees on some land three times the size of the area that they are cutting down. Tesla in Grünheide: "Jetzt sind wir endlich dran"
  7. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think this funding program is a good candidate for orientation: Our ILB subsidy programmes It is in south brandenburg so, 20% matching of the facility.
  8. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thoughts on financing for GF4 from a local.... I am certain that they got a deal through the "Investionsbank des Landes Brandenburg" (ILB, Business promotion bank in the federal state of Brandenburg). The ILB tries to incentivize innovation to move to the state and I know a number of SME's...
  9. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Could it be that a larger number of shorts were buying Nio with the money they got from the TSLA short sale? The big Nio drop could've lead to a number of people then getting margin called and having to buy back the TSLA shares. In such a scenario it seems you can easily lose a lot of money...
  10. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seems Ihor has overestimated the number of shorted shares this time. The number released today on Nasdaq for 30th Sep is just 36,058,919 shares shorted (Tesla, Inc. Common Stock (TSLA) Short Interest). While Ihor had predicted 39,17 mm (https://twitter.com/ihors3/status/1178671393677950977) on...
  11. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Found a small report on the front page of the Tagesspiegel this morning about Berlin wanting to become one of the first emission free cities. Berlin's senator of transport (green party) said that a non-emission zone across the city should be reality by 2030 latest. She also said for that to...
  12. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I sacrificed myself too. My favorite part was when he admitted that we was stuck on a mountain and couldn't really short more on the way up, as the tesla short already makes up 25% of his fund, and he needs to cover to de-risk. Also, he said his short position would be profitable with an SP...
  13. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Isn't max pain just the minimum point on the curve "options reward by stock price"? You could add another million oom puts at say 220 and the max pain would still be the same if I am not mistaken.
  14. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yup, just double checked at my German broker account, A subsidiary of Societe Generale seems to be the only one writing those. Is that good or bad? ^^ Thank you for sharing your analysis on these catalysts. Also re @AlMc and @kbM3, I agree that it's completely out of question to accurately...
  15. W

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hi folks, notorious lurker coming out of the shadows here :) I've been reading the forum for the last two three months and it has helped me a lot staying sane through that big drop we saw (current average entry point is 300$, and didn't sell any throughout). Thanks for the interesting analyses...