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

[Cosmacelf]

I have no idea where the SP will go from here, but thanks to everyone on this board who enabled me (by confirming the new Musk email) to buy more TSLA this morning at a 5% discount to the price once the main media reported it.

The hundreds of hours of time I’ve spent reading this forum just paid off.

Whatever you do, DON’T calculate how much per hour that cost you

 

[mongo]

90k deliveries would still result in about 250 million loss. ASP and esp. margin have fallen compared to Q3/Q4.

Don't forget that increased production increases margin due to amortized fixed costs of manufacturing. And that it is the last cars (sold) off the line that generate the bottom line profit.

 

[anthonyj]

SP taking a break. I suppose the market wants to get an official confirmation from Tesla.

The market wants Tesla’s social security, birth certificate and death certificate, marriage and divorce papers, chipotle gift card and a free cruise

 

[EVNow]

Elon’s purported email said net demand this quarter is up 50,000 units. For a 90K delivery quarter, is this ok? Seems low unless you assume or know a larger backlog?

50k for half the quarter ?

 

[Mars ☰mperor]

Whenever I see the word combination "longtime Tesla bull Adam Jonas", my face twitches a bit.

 

[Crowded Mind]

I was just assigned 2 of 3 outstanding sold puts. They were for Aug 2019 $350 and Jan 2021 $420 strike. Attempts to force margin calls?

 

[Cosmacelf]

Whenever I see the word combination "longtime Tesla bullshitter Adam Jonas", my face twitches a bit.

Fixed it for you (doubt it’ll get through the politeness filter).

 

[Doobydo]

The stock just bounced $15 based on an email from a guy with a history of fudged numbers, and who's potentially facing a margin call?

 

[anthonyj]

I was just assigned 2 of 3 outstanding sold puts. They were for Aug 2019 $350 and Jan 2021 $420 strike. Attempts to force margin calls?

That’s interesting since they could’ve just sold the puts. I guess MM bought your puts so they don’t care about time value, just to milk retail traders

 

[Singuy]

The stock just bounced $15 based on an email from a guy with a history of fudged numbers, and who's potentially facing a margin call?

Hi new member. Welcome

 

[Cosmacelf]

The stock just bounced $15 based on an email from a guy with a history of fudged numbers, and who's potentially facing a margin call?

It’s no worse than any other reason this stock moves!

 

[anthonyj]

Imagine if Elon has a COO like Gwynne sending out that email? Stock would be at $250. I don’t think institutions have much faith in Elon >.> shorts will be burnt once again though, only a matter of time

 

[dw4ngg]

The stock just bounced $15 based on an email from a guy with a history of fudged numbers, and who's potentially facing a margin call?

Go figure - short more.

Also, please substantiate your fudged post that Musk fudges #'s...

 

[sundaymorning]

China open to continued trade talks:

The Latest: Official: Beijing open to trade talks with US

 

[dw4ngg]

Imagine if Elon has a COO like Gwynne sending out that email? Stock would be at $250. I don’t think institutions have much faith in Elon >.> shorts will be burnt once again though, only a matter of time

Elon needs to offer Tim Cook 5% of TSLA to join as CEO. Elon can then demote himself officially to CNO (Chief Nothing Officer).

 

[Remus]

Let us say they make 900/day avg for rest of the month. For the first half of the quarter, lets say they were making 800/day. That is a total of 77k. 15k of s+x gives us 92k vehicles produced. Given large inventory at the end of Q1, they should have no problem delivering 90k.

Agreed but still missing the more important aspect.

Even with all the headwind, the demand is not nearly as bad as the MSM would like us to believe.

 

[JRP3]

The stock just bounced $15 based on an email from a guy with a history of fudged numbers, and who's potentially facing a margin call?

There is less potential of a margin call than of you making a valid point, which is approaching zero.

 

[electracity]

How would you suggest they achieve +50 over 2018?

I'm looking at unit sales and building the structures necessary to support those sales. It's hard to do more than 50%. My comment is more about operations.

I have no idea what S/X will do.

A lot of people are buying the model 3, regardless that the form factor may not be most buyer's ideal. That's a strength, not a weakness.

 

[j6Lpi429@3j]

This forum really needs an 'X' days before new members can post rule.

 

[sundaymorning]

Imagine if Elon has a COO like Gwynne sending out that email? Stock would be at $250. I don’t think institutions have much faith in Elon >.> shorts will be burnt once again though, only a matter of time

It comes down to building cars that people love and want to drive. As more and more buyers get their hands on the car, the more test drives are given. Most people don’t care about reading the news, they observe what others are doing and they tag along for the ride. With every quarter that passes the brand reaches more awareness.