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  1. erha

    Near-future quarterly financial projections

    Here's the email Elon Musk sent Tesla employees with 10 days left in Q3 Seems like we are all expecting about 140k deliveries, but this email makes it sound like it is more like 115k. In addition, Tesla might have to set aside more money for CEO options package because of the valuation of the...
  2. erha

    Near-future quarterly financial projections

    Today's action makes this seem fairly likely (currently trading at 414)
  3. erha

    Coronavirus

    I think there is a possibility the apperent drop in cases might be because of slower reporting and testing during the weekend
  4. erha

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

    On this post yesterday I got: 9 funnies 5 informative 4 dislikes 2 likes Today opened about 30 USD down from when this was posted. I'm not saying that TSLA is necessarily going down from here. I've had pretty much all my money in Tesla since 2012, and I'm still super bull. But I do find it...
  5. erha

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

    I sold about 12% of my TSLA stock today. No longer using margin and I’m trying to put some free cash aside in case of lower prices. I haven’t read much in this thread lately, but I would guess the sentiment is pretty positive here. I think it is a good time to sell some stocks. We’re almost at...
  6. erha

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

    How was forex a positive during Q3? Doesn’t make sense for me. The dollar is getting stronger, right? So, when Tesla sell cars in foreign currencies they are getting less usd per car. I’d assume they gain some if they have to pay suppliers in foreign currency, but I can’t see how forex became...
  7. erha

    Near-future quarterly financial projections

    What’s the take on the coming quarters? I was forced to sell quite a bit a few months ago, but I’m soon in a position where I can start buying again. Is Q4 and Q1 going to be ruff? That might give some nice buying opportunities.
  8. erha

    Tesla Annual Shareholder Meeting

    I hope to hear that JB is still 100% on board: Say
  9. erha

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

    I've been on the edge of margin call since we went south of 300. I just had sold half of my shares. Lesson learned: Don't use margin
  10. erha

    Near-future quarterly financial projections

    @EVNow I would expect Model Y to cannibalise Model X in the same way as what we are seeing for Model 3/Model S now.
  11. erha

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

    Ships with model 3s are just about arriving in Europe. In Norway there has been a steady delivery of between 30 and 60 cars every weekday. I don't think anybody knows where those cars are coming from. Either inventory from last quarter, which would be a lot of inventory, or they might receive a...
  12. erha

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

    Very impressed by the stock price holding up so well. This is what all the shorts were waiting for. They might get frustrated now. Now it’s just for Tesla to keep improving production and keep delivering on full self driving. Then demand will pick up. (Yes, I think they are downplaying the...
  13. erha

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

    That would make perfect sense if deliveries dropped to near-zero levels, but they keep delivering every single day. I think that means that they have to wait for orders before they can deliver cars. As for ships arriving in Europe, I think this is the most up-to-date information: Tesla Carriers
  14. erha

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

    I hope I'm wrong, but I think Tesla cleared all backlogs during Q1 and is now living off steady-state demand. I think it is increasing, but currently on the lower side of what we want. In Norway the delivery time for cars has reduced dramatically and it seems that if you are willing to take a...
  15. erha

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

    I think both Q1 and Q2 are going to be terrible. I’m not surprised if we drop more than 10% and stay at that level for the rest of 2019. I was super-optimistic a couple of months ago. But I didn’t believe there would be a demand problem which I think we have now. I think more model 3s around...
  16. erha

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

    Any tweets or other information about how the test drives are?
  17. erha

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

    I’m no expert here, but the learning is only a couple of hours to a couple of days. The hard part is in labeling data. That’s part is already done.
  18. erha

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

    Yeah, i know. Just pointing out that it might be intentional... (seeing the way Elon entered today I think it was him running late today tho)
  19. erha

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

    Actually, I think in many cases a delay on events like this can be exactly what you want. It builds anticipation and a little rage which is turned into excitement when the event finally starts. I think somebody told me that a well known leader in the 30s used this trick quite often. (Without any...
  20. erha

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

    Regarding refunds for reservations: I know somebody who cancelled their reservation two weeks ago in Norway (liked the car but the timing didn't work out). The money arrived in a week. And it arrived on a monday, so the weekend probably delayed it a bit. That is nearly as fast as it is even...
  21. erha

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

    Seems like the consensus now is that those cars are not Model 3s. Apparently they were already there before the ship ‘city of Oslo’ arrived. The crew at Glovis Cosmos have posted that there are Norwegian model 3s on board, while Norwegian reservation holders have been told that their car was on...
  22. erha

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

    How do we know that there are model 3s on board City of Oslo? It came from Esbjerg. If you've first got cars on trucks in Denmark, why not just keep driving through Sweden?
  23. erha

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

    Glovis Cosmos is probably just waiting for it's time-slot in Zeebrugge. Only 250 NM left (about 15 hours). Looking at today's wind and waves, the current location makes perfectly sense.
  24. erha

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

    Anybody know how model 3s are transported to Norway? I still haven’t seen a ship heading for Drammen, Norway? Do they import them through Zeebrugge?
  25. erha

    TSLA Market Action: 2018 Investor Roundtable

    why talk about the share price being up 6% when we can talk about why Porsche names their premium cars turbo?
  26. erha

    TSLA Market Action: 2018 Investor Roundtable

    If Tesla drops another 10% I will get a margin call. I knew I took on extra risk when using margin, but this market scares me right now... I’m not the person that gets pissed over things like this. But I assume there are tons of stock traders and GOP donors that’s had enough of the orange idiot.
  27. erha

    TSLA Market Action: 2018 Investor Roundtable

    Regarding the margin discussion. I’ve just activated margin at my account and started using it rather aggressively. Firstly, you don’t have to go 100% on margin. I’ve made sure that even with a 30% drop in TSLA prices I won’t get a margin call. As the market have already fallen a lot, I think...
  28. erha

    TSLA Market Action: 2018 Investor Roundtable

    Still here :) Wow, cool! I did something similar all of last year (atlantic not pacific)
  29. erha

    TSLA Market Action: 2018 Investor Roundtable

    I just looked up the balance sheet of the Q3 report. I've got absolutely zero knowledge about balance sheets, but it seems that Tesla has about $9 billion in debt if I understand it correctly... Some of that debt has a fairly high interest rate I think. I assume any debt that came with SolarCity...
  30. erha

    TSLA Market Action: 2018 Investor Roundtable

    Volume is pretty low today as well... I think this buying pressure can be purily coincidentally. Or maybe one big fish decided to increase their holding today
  31. erha

    TSLA Market Action: 2018 Investor Roundtable

    I got a bit worried this weekend as I need quite a bit of money in about three weeks time. With the macros looking shaky and Tesla heading down I was wondering if I were about to be forced out of Tesla at a low price. Luckily, we got a green day today and I used the opportunity to close all my...
  32. erha

    TSLA Market Action: 2018 Investor Roundtable

    Anybody who has any take on whether we are entering a recession or not atm? As we've had low interest rates for a decade now, the dept level is very high. And it's high not only for consumers, but also for companies and governments... But, on the other side, companies are raking in high...
  33. erha

    TSLA Market Action: 2018 Investor Roundtable

    I bought 100 shares on margin at the 250 dip recently. As I need money in about one month, I would like to remove some of the risk by closing out my margin at least... But this macro environment is no fun. What to do? What to do?
  34. erha

    TSLA Market Action: 2018 Investor Roundtable

    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...
  35. erha

    TSLA Market Action: 2018 Investor Roundtable

    Looks like this day is improving. I got a bit worried there for a while. Don’t want a recession now. Hopefully NASDAQ will trade flat for some months to come now...
  36. erha

    TSLA Market Action: 2018 Investor Roundtable

    Wait, what? So success at young age should make me reconsider my investment strategy? I rather view myself as being extremely lucky to graduate at a time that allowed me to invest in what I believe will be one of histories greatest growth stories. Just the fact that Tesla is publicly traded at...
  37. erha

    TSLA Market Action: 2018 Investor Roundtable

    Hi to all TMC friends. I'd just like to share a small happy story here. In 2012 i bought my first TSLA stock right about the time I was finishing high school. Over the years I've been slowly adding to my position with money I've made in summer internships while being a student. Today, I bought...
  38. erha

    TSLA Market Action: 2018 Investor Roundtable

    We still need a 5.6% drop to reach 52 week low... Don't think that will happen today.
  39. erha

    TSLA Market Action: 2018 Investor Roundtable

    NASDAQ and Tesla going green
  40. erha

    TSLA Market Action: 2018 Investor Roundtable

    Volume is low these days. And it seems like price manipulation is not happening like it used to. Could we expect more boring days with slow and steady price appreciation?s
  41. erha

    TSLA Market Action: 2018 Investor Roundtable

    Futures are turning green Nasdaq Futures 6,986.25 +6.00(+0.09%)
  42. erha

    TSLA Market Action: 2018 Investor Roundtable

    NASDAQ Futures looks strong. 1.62% in the green atm. I think it will be hard to keep Tesla grounded today
  43. erha

    TSLA Market Action: 2018 Investor Roundtable

    What kind of price action will we see today and in the coming weeks? Any guesses? I’ve got absolutely no clue. But with yearly profits of about $12 for each share, a price of 320 gives a PE multiple smaller than 30. That seems way too low for Tesla’s growth and potential.
  44. erha

    TSLA Market Action: 2018 Investor Roundtable

    One year ago they were already better than in the NUMMI days. They are still improving
  45. erha

    TSLA Market Action: 2018 Investor Roundtable

    I’m so excited for the market to close today! I hope they will kill it with the shareholder letter and q&a
  46. erha

    TSLA Market Action: 2018 Investor Roundtable

    If earnings are good this could become very interesting. Earnings calls may be going out already because of yesterdays trading. If we get a large price rise today, positive earnings after-market and positive trading tomorrow we might actually see a short-squeeze. If this doesn't lead to a short...
  47. erha

    TSLA Market Action: 2018 Investor Roundtable

    301.20 +7.06 (2.40%) Pre-Market: 7:45AM EDT
  48. erha

    TSLA Market Action: 2018 Investor Roundtable

    Something just happened: We bounced to green numbers in pre-market
  49. erha

    TSLA Market Action: 2018 Investor Roundtable

    I like days like these. But remember that we are still at crazy low levels here..