Two years ago to the day, I put down a deposit on a car I’d never even seen before. Today, I picked up my dream car. #model3 #tesla pic.twitter.com/Adf7glOEC8
— Amanda Bell (@amanda_bell_) April 1, 2018
Ohh vooke. NYTimes is a longtime Tesla cynic. Tesla's success is pegged on brand... which is unbroken otherwise there would be order cancellations. I am looking out for the Q1 results this week - especially orders (brand) - not deliveries (automation). How can the analysts talk of over-automation? what is that based on - guesswork? Ramp up will have teething problems as it picks up; so expect the cash-burning cries to escalate right now and abate in the medium term.. as Model 3s and semis are minted flawlessly and cheaply. That's as far as production goes.
Autopilot - just like the last 2 crashes and I think even with Uber and GM Cruise, the driver ignored repeated warnings from Autopilot. These includes signals, bonks and water spray 8) How is Autopilot responsible? Level 3 autonomy means the AD does not have complete agency or autonomy but will assist on the free highway or well-marked streets. Unmarked roads and complex case scenarios it will alert the human driver.
SolarCity - also called Tesla Energy, is a perfect synergy for Tesla Motors. EV's basically replace the combustion engine with the battery. So the merger was a vertical integration. They also acquired Grohmann Engineering from Germany which became Tesla Advanced Automation. To help with the automation of course.
I see no reason to short Tesla at this point at all. Model 3 cannot fail because - duhhh - it is already on sale. Mass production is a matter of time - they can't fail here because scaling through automated assembly lines has already been proven to work in other autos and industries. GM delivers millions of cars - the robots don't care if it's an EV or combustion or hybrid. Why should that matter? The only thing Tesla is innovating is 1)speed of ramp up. As in the Fords, Toyotas, etc took decades to scale - to grow and go cheap. 2)cost to produce a hitec sedan on 35K sio mchezo. Automation and vertical integration comes in here. This is the catch that has Daimler and GM worried. Musk has done this before with SpaceX rockets and it is therefore not unproven.
You see , the 'hype' is not a trick, it's a plan. In short, my diagnosis of Tesla is healthy. Hold. Buy.
Spend some of your spare time studying Moody’s rationale
https://www.moodys.com/research/Moodys-downgrades-Teslas-corporate-family-rating-to-B3-senior-notes--PR_381481
If there’s something they are missing, please share
It's not the first time shorters have been bruised by Tesla. 2018 will be brutal.
Oct-2016
Why are investors paying millions to bet against Tesla? – VICE News
https://news.vice.com/en_us/article/9kn9za/why-are-investors-paying-millions-to-bet-against-tesla (https://news.vice.com/en_us/article/9kn9za/why-are-investors-paying-millions-to-bet-against-tesla)
Apr-2017
Traders have lost billions betting against Tesla (TSLA)
http://www.pulselive.co.ke/bi/finance/finance-traders-have-lost-billions-betting-against-tesla-tsla-id6510890.html (http://www.pulselive.co.ke/bi/finance/finance-traders-have-lost-billions-betting-against-tesla-tsla-id6510890.html)
Aug-2017
Hedge funds lose more than half a billion on wrong-way bet against Tesla
https://www.cnbc.com/2017/08/03/hedge-funds-set-to-lose-hundreds-of-millions-on-wrong-way-bet-against-tesla.html (https://www.cnbc.com/2017/08/03/hedge-funds-set-to-lose-hundreds-of-millions-on-wrong-way-bet-against-tesla.html)
Jan-2018
TESLA HATERS WHO 'SHORT' THE STOCK HAVE LOST $1 BILLION SINCE THE NEW YEAR
https://evannex.com/blogs/news/tesla-haters-who-short-the-stock-have-lost-1-billion-since-the-new-year (https://evannex.com/blogs/news/tesla-haters-who-short-the-stock-have-lost-1-billion-since-the-new-year)
Spend some of your spare time studying Moody’s rationale
https://www.moodys.com/research/Moodys-downgrades-Teslas-corporate-family-rating-to-B3-senior-notes--PR_381481
If there’s something they are missing, please share
Trivial: poor analysis of brand and cash projection.
BRAND
Moody's main issues are 1) Model 3 production ramp up - which I have discussed above and 2) Medium term liquidity due to cash-burn. I have explained here that cash-burn is a teething problem that will soon abate with ramp up. Model 3 ramp up cannot fail because it has been done before and continues to be done. It's a matter of time. Yet those who have the lead - Nissan, Daimler, GM, etc - have low demand regardless of their ready supplies. There is nothing to differentiate auto's including EV's - in terms of tech like power or AD - except cost and brand. Tesla is the best EV brand.
CASH
Then there will be the automation dividend after the ramp up : cost per head drops, revenues go up (expect order momentum including semis and the new Roadster), cash-burn stops, profits follow.
Moody's is betting the Tesla brand is not strong enough to offset the cash burn. But good sales and/then stock value will tell creditors it's ok to lend to Tesla. We will see this week in Q1 report and the market reaction. Moody's, not Tesla, will be laughing stock soon.
Tesla has postponed mass production of Model 3 INDEFINITELY
None of this is NYTimes. Please withdraw your claim
Asante
You said NY Times are negative/cynical on Tesla and I was waiting for articles to this effect. You left that and slapped me with links I did not bother with because they are not NY TimesNone of this is NYTimes. Please withdraw your claim
Asante
I meant to show by the links how Moody's and most everyone have been wrong on Tesla all along. What makes them correct this time? Factually and statistically they are wrong yet again. Reasoning like Ramp-up is a rocket launch that will succeed or explode into a fireball. It's not a yes-no but an exponential uptake in manufacturing efficiency, speed and cost. The only question is time.
Withdraw what? hmm I'll take it under advisory.
Tesla Goes Bankrupt
— Elon Musk (@elonmusk) April 1, 2018
Palo Alto, California, April 1, 2018 -- Despite intense efforts to raise money, including a last-ditch mass sale of Easter Eggs, we are sad to report that Tesla has gone completely and totally bankrupt. So bankrupt, you can't believe it.
Elon was found passed out against a Tesla Model 3, surrounded by "Teslaquilla" bottles, the tracks of dried tears still visible on his cheeks.
— Elon Musk (@elonmusk) April 1, 2018
This is not a forward-looking statement, because, obviously, what's the point?
Happy New Month! pic.twitter.com/YcouvFz6Y1
Pastor as you mourn my assault on poor helpless NYT, I doubt you have contemplated what SpaceX is really planning on the space front? The advanced satellites in the works. With space-faring, -tourism, interplanet trips, you need a sort of space traffic control and the FCC, NASA, ISS are hardly equipped. The internet-beaming satellite galaxy SpaceX has been talking up is a pilot to develop the tech for the real "space machines". These plans seem to fly under the media's nose mostly because SpaceX is privately held.
There is nothing magical about EV or AD or any car tech more complex than the space. In fact the missed deadlines are not an issue internally where actual planning is done. The mega-projections and invincible persona is marketing 101. During the Q1 call expect more hype: how would hitting a target be okay? There will be new bigger targets for the media and public's consumption.
Pastor - in a Fremont second
Ramp-up on track - 80%
Model 3 orders up - overtook the Chevy to be US top EV
Stock going up again.. 5% up today
Tesla’s Model 3 Is Now America’s Best-Selling Electric Car
https://www.bloomberg.com/news/articles/2018-04-03/tesla-s-model-3-is-the-best-selling-electric-car-in-the-u-s (https://www.bloomberg.com/news/articles/2018-04-03/tesla-s-model-3-is-the-best-selling-electric-car-in-the-u-s)
(https://electrek.files.wordpress.com/2018/01/p1250464.jpg?quality=82&w=1500#038;strip=all&w=1600)
Dear Robina,
We are onto Tesla and nothing else. Asante
Haki Robina you have a soft spot for Musk. That’s ok. I now believe there’s a bright future for Space X. Not arguing with that. But not Tesla for reasons I have shared before.Dear Robina,
We are onto Tesla and nothing else. Asante
Earth-landing reusable rockets are proof there is no hitec in EV or AD beyond Musk and Tesla. It's a fair point since we mention GM and Daimler too, don't we?
Musk = heart-throb. dreamboat.:luv:
(http://images6.fanpop.com/image/articles/236000/childhood-animated-movie-heroines_236782_15_med.jpg?cache=1405521297)(https://www.myamericancrafts.com/images/P.cache.dpthmbn/3687.jpg)
Dear Robina
(https://wolfstreet.com/wp-content/uploads/2018/05/US-Tesla-net-income-2018-Q1.png)
Tesla burning cash like there is no tomorrow probably because there is no tomorrow for them
https://wolfstreet.com/2018/05/02/tesla-discloses-worst-quarterly-zinger-of-a-loss-ever-burns-1-1-billion-cash/
And Musk the unstable genius
https://www.zerohedge.com/news/2018-05-04/bizarre-tweet-elon-musk-threatens-shorts-unreal-carnage
Pastor & bitmask in your faces
Tesla Model X breaks electric towing record by pulling a Qantas Boeing 787-9 Dreamliner
https://electrek.co/2018/05/15/tesla-model-x-electric-towing-record-qantas-boeing-787-9-dreamliner/ (https://electrek.co/2018/05/15/tesla-model-x-electric-towing-record-qantas-boeing-787-9-dreamliner/)
(https://electrek.files.wordpress.com/2018/05/qantas_180515_2231-1200x702.jpg?quality=82&strip=all&w=600)
One of the most shorted stocks in the United States, Tesla shares cost investors betting against the company more than $1 billion in losses on Wednesday alone after the stock rallied 9.7 percent. Adding to the short woes, the stock is up 13.5 percent in June and up 21 percent since April.
bitmask and Pastor, I hope you're not part of these f**king shorters.
Tesla shorts feel more pain after bullish analyst call brings gain to 10% on week
https://www.cnbc.com/2018/06/08/tesla-shares-to-pop-42-percent-as-model-3-profits-improve-with-musk-looking-to-china-analyst.html (https://www.cnbc.com/2018/06/08/tesla-shares-to-pop-42-percent-as-model-3-profits-improve-with-musk-looking-to-china-analyst.html)QuoteOne of the most shorted stocks in the United States, Tesla shares cost investors betting against the company more than $1 billion in losses on Wednesday alone after the stock rallied 9.7 percent. Adding to the short woes, the stock is up 13.5 percent in June and up 21 percent since April.
Dear Robina,
So the crashes were the work of a saboteur
https://www.zerohedge.com/news/2018-06-18/musk-accuses-mystery-employee-extensive-and-damaging-sabotage
Elon's being melodramatic. The comments are hilarious. Overall the inventors are happy: market cap's up to $62B.What’s so dramatic about blaming leprechauns for ‘manufacturing hell’ and accidents?Dear Robina,
So the crashes were the work of a saboteur
https://www.zerohedge.com/news/2018-06-18/musk-accuses-mystery-employee-extensive-and-damaging-sabotage
Elon's being melodramatic. The comments are hilarious. Overall the inventors are happy: market cap's up to $62B.What’s so dramatic about blaming leprechauns for ‘manufacturing hell’ and accidents?Dear Robina,
So the crashes were the work of a saboteur
https://www.zerohedge.com/news/2018-06-18/musk-accuses-mystery-employee-extensive-and-damaging-sabotage
Did you see the bit where Musk burnt $25M just to prop the price?
Elon's being melodramatic. The comments are hilarious. Overall the inventors are happy: market cap's up to $62B.What’s so dramatic about blaming leprechauns for ‘manufacturing hell’ and accidents?Dear Robina,
So the crashes were the work of a saboteur
https://www.zerohedge.com/news/2018-06-18/musk-accuses-mystery-employee-extensive-and-damaging-sabotage
Did you see the bit where Musk burnt $25M just to prop the price?
Yup. The point was to drop in a line somewhere about the big bad competitors (for his fans) and the new 5K per week timeline (for investors). All theatre. I don't think he even does it consciously, it's impulse. Like he didn't know this "internal memo" would be leaked to the public.
An "internal memo" from Musk is actually a presser. You can't hold him accountable or dispute the memo because it's private. This is the marketing genius that has built Tesla. The crazy timelines and magical ideas are ads :) Folks are hooked to 35k starting price which may never come.
Tesla's unique selling point is the brand. Not tech or volumes or price. It's tough to replicate because Musk is the best marketer around. Daimler and GM have customers. Tesla has fans.
Now you’re being real. You acknowledge Model 3 is a mirage. Blackberry had fans as well. Tesla will implode
Elon's being melodramatic. The comments are hilarious. Overall the inventors are happy: market cap's up to $62B.What’s so dramatic about blaming leprechauns for ‘manufacturing hell’ and accidents?Dear Robina,
So the crashes were the work of a saboteur
https://www.zerohedge.com/news/2018-06-18/musk-accuses-mystery-employee-extensive-and-damaging-sabotage
Did you see the bit where Musk burnt $25M just to prop the price?
Yup. The point was to drop in a line somewhere about the big bad competitors (for his fans) and the new 5K per week timeline (for investors). All theatre. I don't think he even does it consciously, it's impulse. Like he didn't know this "internal memo" would be leaked to the public.
An "internal memo" from Musk is actually a presser. You can't hold him accountable or dispute the memo because it's private. This is the marketing genius that has built Tesla. The crazy timelines and magical ideas are ads :) Folks are hooked to 35k starting price which may never come.
Tesla's unique selling point is the brand. Not tech or volumes or price. It's tough to replicate because Musk is the best marketer around. Daimler and GM have customers. Tesla has fans.
Now you’re being real. You acknowledge Model 3 is a mirage. Blackberry had fans as well. Tesla will implode
Dear Robina,
The strength of a brand is measured in tangible products or services. Trsla is all hype with no product worth the valuation that can be produced PROFITABLY. Musk can't postpone incurring losses indefinitely
Dear Robina,
The strength of a brand is measured in tangible products or services. Trsla is all hype with no product worth the valuation that can be produced PROFITABLY. Musk can't postpone incurring losses indefinitely
Tangible products and services - these are measured by sales, not profits. Besides 50%+ yoy growth in sales, Tesla has advance orders and will claim a big marketshare soon. So the brand is very strong on that count. Tesla has also taken the global utility and consumer energy storage business by storm... a big deal as gasoline and fossils get banned in the west.
Profits - this is not that useful. Tesla gets big cheap loans - $B+ on the strength of its stock - the true measure of value. So long as Musk keeps the fans mesmerized and the orders coming, the investors keep the stock rising and the bankers open the troves. Profits mean little so long as the investor sees value in the stock. Until it claims a mass market, the Model 3 will be sold at a premium.
See it this way, you buy stock for 1)profit or 2)increasing value. With 2 Tesla does not need 1. Until it eventually does and 1 replaces 2 as in most old businesses.
:D :D
A Tesla telenovela
https://techcrunch.com/2018/06/21/a-tesla-telenovela/ (https://techcrunch.com/2018/06/21/a-tesla-telenovela/)
In another bid to push the limits of technology, Tesla at times pulls robots off the line and tests them operating at speeds greater than specified by the supplier, said Charles Mwangi, Tesla’s director of body engineering.
“We are actually breaking them to see what the maximum limit is,” Mr. Mwangi said. The idea is to find ways of accelerating production without spending capital on new machinery. In the future, rather than adding more machines to increase output, “we can just dial up our equipment,” he said
Dear Robina,
Kam hiyaQuoteIn another bid to push the limits of technology, Tesla at times pulls robots off the line and tests them operating at speeds greater than specified by the supplier, said Charles Mwangi, Tesla’s director of body engineering.
lol
And you expect millions of Model 3 to come from this mess???
“We are actually breaking them to see what the maximum limit is,” Mr. Mwangi said. The idea is to find ways of accelerating production without spending capital on new machinery. In the future, rather than adding more machines to increase output, “we can just dial up our equipment,” he said
https://nyti.ms/2lNkq0l
Robina,
Throw in some barbs to beat this
https://www.zerohedge.com/news/2018-07-05/why-tesla-executives-are-fleeing
Robina,
Felon is now asking suppliers for discounts lest they lose everything he owes?
https://www.zerohedge.com/news/2018-07-22/liquidity-crisis-tesla-asks-suppliers-cash-back
Robina,
Bloomberg and WSJ have reported the same.
Maybe you should tell me what sources you consider impeccable.
For all Musk abilities, Tesla is a dud
Tesla is DEMANDING refunds for what it already paid, it is demanding discounts retroactively and the only vocabulary you can muster is tabloid and iPad?
Robina,
Bloomberg and WSJ have reported the same.
Maybe you should tell me what sources you consider impeccable.
For all Musk abilities, Tesla is a dud
Tesla is DEMANDING refunds for what it already paid, it is demanding discounts retroactively and the only vocabulary you can muster is tabloid and iPad?
What does the market - investors - think? Wake me up when they bail on Tesla.
Robina,
Bloomberg and WSJ have reported the same.
Maybe you should tell me what sources you consider impeccable.
For all Musk abilities, Tesla is a dud
Tesla is DEMANDING refunds for what it already paid, it is demanding discounts retroactively and the only vocabulary you can muster is tabloid and iPad?
What does the market - investors - think? Wake me up when they bail on Tesla.
They asked the kid to grow up and get off Twitter. Tesla is unraveling and don’t tell me you are hoping the market hype will bury this reality
Robina,
Bloomberg and WSJ have reported the same.
Maybe you should tell me what sources you consider impeccable.
For all Musk abilities, Tesla is a dud
Tesla is DEMANDING refunds for what it already paid, it is demanding discounts retroactively and the only vocabulary you can muster is tabloid and iPad?
What does the market - investors - think? Wake me up when they bail on Tesla.
They asked the kid to grow up and get off Twitter. Tesla is unraveling and don’t tell me you are hoping the market hype will bury this reality
You almost sound convincing... still the numbers don't lie. Tesla has 0.5% of auto market; GM has 15%. Yet investors value them about equally... why? Cause Tesla rocks and is the future. Donge?
Look at the market numbers, not newspaper stories.
The scam that is unraveling is the cause.
There is nothing but IMPOSSIBLE to meet targets behind the valuation.
This is circular reasoning. After running out of excuses for Tesla now you are saying that the valuation that factors all those intangible factors you can’t name is cool.
Tesla is a manufacturing cult
Only way to go is to sell of Model 3 to another gullible EV manufacturer and carry on with the vmore reasonable fantasies of Model X etc
The scam that is unraveling is the cause.
There is nothing but IMPOSSIBLE to meet targets behind the valuation.
This is circular reasoning. After running out of excuses for Tesla now you are saying that the valuation that factors all those intangible factors you can’t name is cool.
Tesla is a manufacturing cult
Only way to go is to sell of Model 3 to another gullible EV manufacturer and carry on with the vmore reasonable fantasies of Model X etc
Yes, the valuation is the sum-total of all factors. The investors know all those things you correctly call intangibles - immaterials - and are not bothered.
In the meantime, please order your Model 3 here... deliverable in 2-4 months.
Model 3: Now Available to Order
https://www.tesla.com/model3?redirect=no&utm_source=communication&utm_medium=email&utm_campaign=SummerMultiMessageLeads&utm_term=%7Blocale:en_US;LLC:known;bizUnit:vehicles;SendDate:2018-07-24%7D&utm_content=newsletter&smc_id=32224253 (https://www.tesla.com/model3?redirect=no&utm_source=communication&utm_medium=email&utm_campaign=SummerMultiMessageLeads&utm_term=%7Blocale:en_US;LLC:known;bizUnit:vehicles;SendDate:2018-07-24%7D&utm_content=newsletter&smc_id=32224253)
(https://www.tesla.com/sites/default/files/images/homepage/20180710/m3/homepage-model3.jpg?20180712b)
The scam that is unraveling is the cause.
There is nothing but IMPOSSIBLE to meet targets behind the valuation.
This is circular reasoning. After running out of excuses for Tesla now you are saying that the valuation that factors all those intangible factors you can’t name is cool.
Tesla is a manufacturing cult
Only way to go is to sell of Model 3 to another gullible EV manufacturer and carry on with the vmore reasonable fantasies of Model X etc
Yes, the valuation is the sum-total of all factors. The investors know all those things you correctly call intangibles - immaterials - and are not bothered.
In the meantime, please order your Model 3 here... deliverable in 2-4 months.
Model 3: Now Available to Order
https://www.tesla.com/model3?redirect=no&utm_source=communication&utm_medium=email&utm_campaign=SummerMultiMessageLeads&utm_term=%7Blocale:en_US;LLC:known;bizUnit:vehicles;SendDate:2018-07-24%7D&utm_content=newsletter&smc_id=32224253 (https://www.tesla.com/model3?redirect=no&utm_source=communication&utm_medium=email&utm_campaign=SummerMultiMessageLeads&utm_term=%7Blocale:en_US;LLC:known;bizUnit:vehicles;SendDate:2018-07-24%7D&utm_content=newsletter&smc_id=32224253)
(https://www.tesla.com/sites/default/files/images/homepage/20180710/m3/homepage-model3.jpg?20180712b)
We don’t know just how profitable SpaceX is,but we know Felon owns 54% but only 22% in Tesla. Quite telling. Tesla’s foray into Model 3 has proved that they can’t produce many cars profitably. In fact the more they produce the more losses they make. Tesla is a dud and it does not matter what Walstreet is saying.
Wrong. Tesla has yet to achieve economies of scale with 100K cars a year. As EV market rapidly grows, Tesla sales will pick up and become profitable. About 90M cars are sold annually; Tesla's 100K is a meagre 0.5%... which is 50% of EV. Tesla's success depends on its ability to maintain the 50% share as EV market expands. Even if it falls to say 15% that will be a major achievement. No auto startup has succeeded since the 50s... it's why we have the same old dinosaurs in auto - Toyota, Nissan, Daimler, GM, Ford, etc - while in tech, retail, finance and other industries we have brand new Googles and Facebooks competing with the likes of GE, Microsoft and Apple.
It's why the Tesla brand is so important - and Musk's marketing prowess has alot to do with it.
Give Tesla a break. It's brought the EV to market. It's to be celebrated, not chastised at every turn.
Wrong. Tesla has yet to achieve economies of scale with 100K cars a year. As EV market rapidly grows, Tesla sales will pick up and become profitable. About 90M cars are sold annually; Tesla's 100K is a meagre 0.5%... which is 50% of EV. Tesla's success depends on its ability to maintain the 50% share as EV market expands. Even if it falls to say 15% that will be a major achievement. No auto startup has succeeded since the 50s... it's why we have the same old dinosaurs in auto - Toyota, Nissan, Daimler, GM, Ford, etc - while in tech, retail, finance and other industries we have brand new Googles and Facebooks competing with the likes of GE, Microsoft and Apple.
It's why the Tesla brand is so important - and Musk's marketing prowess has alot to do with it.
Give Tesla a break. It's brought the EV to market. It's to be celebrated, not chastised at every turn.
Economies of scale are not guaranteed with growth in output. How many vehicles does Porsche produce yet it is still profitable.
I think you need to carefully study auto industry. Economies apply where fixed costs remain relatively flat as output grows. But with Tesla, it is the basic cost of a Model 3 materials that are just higher than $35K selling price. Producing 1 billion such won’t bring the materials prices down. So it is not scale that stands between Felon and profits; it is over promising
Tesla doing S and X may have a fighting chance, but jumping headlong into mass market at $35K which ultimately end up costing $56K has killed it.
Those thousands of Model 3 will NEVER be produced. You were so hung on BTC probably because you had invested your money and you refused to see reality. I think this is the same case with Tesla.
FYI
Facebook just lost 23% of its valuation. The same Wall Street analysts you rely on Woke up pissed at it’s less than expected revenues and the stock sank like lead in water. Tesla valuation is even more more fanciful. It’ll soon shrink to zero in a New York minute...and it’s not because I hate Felon, but because the show must end
No doubt Ms Robina will have some cliche to defend doubling of losses following 40% spike in revenues
https://wolfstreet.com/2018/08/01/tesla-discloses-worst-quarterly-loss-ever-but-where-are-the-17000-model-3-cars-it-produced-but-didnt-deliver/
Tesla (TSLA) shorts take almost $2 billion in potential losses – could be Elon Musk’s ‘next level burn’
Fred Lambert - Aug. 3rd 2018 1:16 pm ET @FredericLambert
Comments
Tesla’s stock price had one of its biggest surges in a long time following its second quarter earnings.
People betting against the company have now taken a paper loss worth almost $2 billion. Could it be Elon Musk’s predicted ‘next level burn’?
Back in June, Musk said that Tesla shorts have ‘about 3 weeks before their position explodes’.
The timeline matched Tesla’s release of its production and delivery numbers for the second quarter, but that wasn’t enough to initiate the short squeeze that Musk predicted.
But with the release of the financial results this week, Tesla’s stock surged 16% as the market was more impressed by the result and more convinced by Tesla’s prediction that it will be cash flow positive during the second half of the year.
At the last report, over 35 million Tesla shares were shorted, which is worth over $12 billion. The price increase resulted in a potential loss of almost $2 billion for shorts.
Yesterday, Ihor Dusaniwsky, managing director of S3, a financial technology and analytics firm that has been tracking the short position on Tesla, said that most shorts seem to be holding on:
Dear Robina,
Your crush just crushed short sellers hard by claiming to have secured funds for LBO.
If it was done at $420, then he'd need some $57B. I double some $57B deal could be executed without some leaks. He was bluffing and is now inviting suits
Ms Robina,
I have read that one is supposed to make some filings with SEC on the mere intent to go private. Felon is exposed. Reading that SoftBank deemed Tesla as overvalued. Interesting times ahead
https://www.zerohedge.com/news/2018-08-08/its-overvalued-tesla-dips-report-musk-softbank-talks-failed
Ms Robina,
I have read that one is supposed to make some filings with SEC on the mere intent to go private. Felon is exposed. Reading that SoftBank deemed Tesla as overvalued. Interesting times ahead
https://www.zerohedge.com/news/2018-08-08/its-overvalued-tesla-dips-report-musk-softbank-talks-failed
Gee vooke, ZeroHedge is a Kirinyaga Road tabloid. Written by "Tyler Durden" no less :o The "columnist" likened Tesla to Theranos barely a week ago.
You skirt around the main point : Tesla stock did not shoot just because Wall Street wants a $15 payday. Tesla Limited would have the highest number of individual owners in history. They're buying for keeps.
Ms Robina,
I have read that one is supposed to make some filings with SEC on the mere intent to go private. Felon is exposed. Reading that SoftBank deemed Tesla as overvalued. Interesting times ahead
https://www.zerohedge.com/news/2018-08-08/its-overvalued-tesla-dips-report-musk-softbank-talks-failed
Gee vooke, ZeroHedge is a Kirinyaga Road tabloid. Written by "Tyler Durden" no less :o The "columnist" likened Tesla to Theranos barely a week ago.
You skirt around the main point : Tesla stock did not shoot just because Wall Street wants a $15 payday. Tesla Limited would have the highest number of individual owners in history. They're buying for keeps.
Tesla is going private..
I think its the best move. This crap of quarterly earnings doesn't help companies develop long term strategies.
Pastor kingereza miingi :) What is Tesla v GM marketshare? What is Tesla vs GM valuation? Why the big disparity? Discuss.
Pastor kingereza miingi :) What is Tesla v GM marketshare? What is Tesla vs GM valuation? Why the big disparity? Discuss.
It’s a ponzi
Pastor kingereza miingi :) What is Tesla v GM marketshare? What is Tesla vs GM valuation? Why the big disparity? Discuss.
It’s a ponzi
That. Or the investors know Tesla is the future.
Pastor kingereza miingi :) What is Tesla v GM marketshare? What is Tesla vs GM valuation? Why the big disparity? Discuss.
It’s a ponzi
That. Or the investors know Tesla is the future.
If they knew it’s the future they would have jumped at the LBO. Two suitors walked. That tells me something.
The investors betting against Tesla just got a gift from the company’s chief executive, Elon Musk..
Mr. Musk opened up on Thursday in an emotional interview with The New York Times about the toll the past year has taken on him, blaming those so-called short-sellers for much of his stress. It followed his cryptic tweet last week about converting the publicly traded company into a private one, which created a frenzy in the market.
The day after the interview, the stock of the electric-car maker tumbled 9 percent to $306.......
...Tesla has slipped into financial difficulties, in part because of how much cash it has been using up — nearly $1 billion every three months. It ended the second quarter with $2.2 billion, down from $3.3 billion at the beginning of the year.
The company’s precarious cash position prompted Moody’s Investors Service to downgrade Tesla’s debt in March, citing “the likelihood that Tesla will have to undertake a large, near-term capital raise in order to refund maturing obligations and avoid a liquidity shortfall.”
Mr. Musk has said no such capital raise would be necessary, because Tesla will soon be profitable. But Bruce Clark of Moody’s said he still expected the company may have to tap the capital markets.
“The company has made some important progress with the Model 3 production and has reduced capital expenditures, but I still think they are going to need additional capital,” Mr. Clark said. “It’s not as tight as it had been, but they have to stay on the track they’ve been on recently.”....
WSJ is reporting that ALMOST all Tesla suppliers are nervoushttps://wolfstreet.com/2018/08/20/the-hype-is-no-longer-with-tesla-and-creditors-are-starting-to-fret/
Suppliers are getting nervous about their exposure to Tesla. That’s what a survey by the Original Equipment Suppliers Association (OESA), which represents automotive suppliers, revealed. The survey was sent to members of its council, all of them top North American sales executives representing about 100 suppliers. Of the 35 respondents, 23 were current or past Tesla suppliers. The survey was conducted between July 26 and August 8, the day after Elon Musk’s infamous and ludicrous tweet of taking the company private at $420 a share – “funding secured.” And that tweet did not soothe their nerves:
18 of 22 respondents believe Tesla is now a financial risk to their companies.
13 of 23 respondents said Tesla requested a “large” price reduction on current business and/or retroactive rebates. This is an issue that became public on July 23.
11 of 23 respondents said Tesla had asked them to extend payment terms.
8 of 22 respondents said they were worried that Tesla might file for bankruptcy.
But all of the respondents said they wanted to continue or grow their business with Tesla – which is logical, as long as they’re getting paid.
“Regarding Tesla, any time there is uncertainty in the marketplace, it causes concerns for suppliers,“ OESA CEO Julie Fream told The Wall Street Journal, which had reviewed a document with the survey results....
Tesla is not okay. I think Musk is screwed, could be bipolar, these are his blunders. He needs to take Arianna Huffington's advice and slow down. Perhaps give PR/corporate control to a COO like he has at SpaceX.
Tesla is not okay. I think Musk is screwed, could be bipolar, these are his blunders. He needs to take Arianna Huffington's advice and slow down. Perhaps give PR/corporate control to a COO like he has at SpaceX.
Agreed. One of the finest advices given has been to stick to Tesla as a niche manufacturer like Porsche,Ferrari etc but not mass production. But now with hundreds of thousands of pre-orders, it’s almost impossible to bail out
Tesla is not okay. I think Musk is screwed, could be bipolar, these are his blunders. He needs to take Arianna Huffington's advice and slow down. Perhaps give PR/corporate control to a COO like he has at SpaceX.
Agreed. One of the finest advices given has been to stick to Tesla as a niche manufacturer like Porsche,Ferrari etc but not mass production. But now with hundreds of thousands of pre-orders, it’s almost impossible to bail out
I meant Tesla is okay. It's Musk who needs to take a chill pill - focus on engineering & strategy and leave PR to someone less temperamental. Tesla remains a very sound business hence the mega valuation.
Tesla is not okay. I think Musk is screwed, could be bipolar, these are his blunders. He needs to take Arianna Huffington's advice and slow down. Perhaps give PR/corporate control to a COO like he has at SpaceX.
Agreed. One of the finest advices given has been to stick to Tesla as a niche manufacturer like Porsche,Ferrari etc but not mass production. But now with hundreds of thousands of pre-orders, it’s almost impossible to bail out
I meant Tesla is okay. It's Musk who needs to take a chill pill - focus on engineering & strategy and leave PR to someone less temperamental. Tesla remains a very sound business hence the mega valuation.
Wrong.
You have all these signals and you still can’t see it?
The reason they are harassing suppliers is because all they do is burn cash
The reason Felon is having a mental breakdown is because none of his garbage works
The reason nobody is interested in LBO (Saudi Arabia & SoftBank pulled out) is because Tesla fundamentals ALL scream against the valuation.
The reason they have ‘manufacturing hell’ is because they more they produce the more losses they make
Tesla is not okay. I think Musk is screwed, could be bipolar, these are his blunders. He needs to take Arianna Huffington's advice and slow down. Perhaps give PR/corporate control to a COO like he has at SpaceX.
Agreed. One of the finest advices given has been to stick to Tesla as a niche manufacturer like Porsche,Ferrari etc but not mass production. But now with hundreds of thousands of pre-orders, it’s almost impossible to bail out
I meant Tesla is okay. It's Musk who needs to take a chill pill - focus on engineering & strategy and leave PR to someone less temperamental. Tesla remains a very sound business hence the mega valuation.
Wrong.
You have all these signals and you still can’t see it?
The reason they are harassing suppliers is because all they do is burn cash
The reason Felon is having a mental breakdown is because none of his garbage works
The reason nobody is interested in LBO (Saudi Arabia & SoftBank pulled out) is because Tesla fundamentals ALL scream against the valuation.
The reason they have ‘manufacturing hell’ is because they more they produce the more losses they make
When Tesla hits 1M cars and remains unprofitable I will believe you. There are many cash-burning unicorns worth way more than Tesla and with less impactful solutions to offer. Like AirBnB and Uber - just apps to book taxi or house. These companies have big revenues but bigger spends. Unlike Tesla they already hit mass point; their strategy is to knock regular taxi and realtors out of the market. Tesla's a sure bet - EVs are here to stay with legal mandates in EU, Japan, Australia, etc. It's a matter of growing the marketshare and that's it.
Oh, there's actually a production hell, it's not a cough up. Tesla's at the very end of the tough stretch of disrupting an entrenched traditional industry. That's a real achievement in auto.
Tesla is not okay. I think Musk is screwed, could be bipolar, these are his blunders. He needs to take Arianna Huffington's advice and slow down. Perhaps give PR/corporate control to a COO like he has at SpaceX.
Agreed. One of the finest advices given has been to stick to Tesla as a niche manufacturer like Porsche,Ferrari etc but not mass production. But now with hundreds of thousands of pre-orders, it’s almost impossible to bail out
I meant Tesla is okay. It's Musk who needs to take a chill pill - focus on engineering & strategy and leave PR to someone less temperamental. Tesla remains a very sound business hence the mega valuation.
Wrong.
You have all these signals and you still can’t see it?
The reason they are harassing suppliers is because all they do is burn cash
The reason Felon is having a mental breakdown is because none of his garbage works
The reason nobody is interested in LBO (Saudi Arabia & SoftBank pulled out) is because Tesla fundamentals ALL scream against the valuation.
The reason they have ‘manufacturing hell’ is because they more they produce the more losses they make
When Tesla hits 1M cars and remains unprofitable I will believe you. There are many cash-burning unicorns worth way more than Tesla and with less impactful solutions to offer. Like AirBnB and Uber - just apps to book taxi or house. These companies have big revenues but bigger spends. Unlike Tesla they already hit mass point; their strategy is to knock regular taxi and realtors out of the market. Tesla's a sure bet - EVs are here to stay with legal mandates in EU, Japan, Australia, etc. It's a matter of growing the marketshare and that's it.
Oh, there's actually a production hell, it's not a cough up. Tesla's at the very end of the tough stretch of disrupting an entrenched traditional industry. That's a real achievement in auto.
How would they ever hit 1M rides if they can’t do 5000 profitably? You want to ride the hype train indefinitely waiting for the impossible.
Is there any unicorn that has been burning cash for a whole decade,and is valued at $58B,and nobody is interested in buying it out?
vooke, how do you figure this ugly mkebe for a Tesla competitor?
Russian arms manufacturer Kalashnikov unveils its answer to Tesla
https://techcrunch.com/2018/08/24/kalashnikov-tesla/ (https://techcrunch.com/2018/08/24/kalashnikov-tesla/)
(https://techcrunch.com/wp-content/uploads/2018/08/Screen-Shot-2018-08-23-at-11.42.40-PM.png?w=730&crop=1)
(https://techcrunch.com/wp-content/uploads/2018/08/Screen-Shot-2018-08-23-at-10.57.25-PM.png?w=800&crop=1)
Well aware that their earlier battery-car offerings have failed to get anything like Tesla's level of public attention, the German brands are doggedly courting Silicon Valley-style buzz for the coming product blitz.
...
While some experts doubt the Germans can ever match the wow factor around Tesla and its founding boss Elon Musk, many also wonder whether they need to.
vooke, if you want to know Tesla is going places see these dinosaurs falling over themselves to beat Tesla in EV. They know EV is the future but the Tesla brand is a hard nut to crack. GM and most of the rest already have cheaper EVs - with better servicing, financing, etc - still can't beat Tesla a start-up with advance bookings, delivery delays, poor servicing, zero dealerships. Basically when behemoths can't outcompete a start-up just know you have a winner. Tesla has fans while they have customers and prospects and that's the problem they face. According to most analysts the stock should have tanked by now - except the reality is different - this is the same for the market. Tesla has a 1% auto marketshare right now but will end up at 10+% as EV supplants gasoline.
Electric Mercedes opens German assault on Tesla
https://www.reuters.com/article/us-tesla-germany-daimler/electric-mercedes-opens-german-assault-on-tesla-idUSKCN1LJ17YQuoteWell aware that their earlier battery-car offerings have failed to get anything like Tesla's level of public attention, the German brands are doggedly courting Silicon Valley-style buzz for the coming product blitz.
...
While some experts doubt the Germans can ever match the wow factor around Tesla and its founding boss Elon Musk, many also wonder whether they need to.
Tesla CEO Elon Musk has renewed his attacks against a British man who played a key role in the rescue of a youth soccer team trapped in a flooded cave in Thailand.
Musk last month apologized for accusing Vernon Unsworth of pedophilia after the diver questioned the value of Musk’s contribution to the rescue, a small submarine that ultimately went unused. But in a series of emails to BuzzFeed News, Musk repeated his original attacks on Unsworth — and made new and specific claims, lambasting the rescuer as a “child rapist” who had moved to the Southeast Asian country to take a child bride. Unsworth denied Musk's accusations through his attorney.
Though Musk prefaced one email with “off the record,” BuzzFeed News did not agree to that condition of the correspondence. (Per common journalistic practice, a conversation is off the record only if both parties agree to the terms. )
BuzzFeed News first emailed Musk last Wednesday to ask for comment regarding a legal threat made by Unsworth’s lawyer in August after the Tesla CEO renewed his apparently evidenceless criticism of the rescuer in a Twitter argument the day before. Musk responded without addressing the substance of the legal threat. BuzzFeed News followed up twice, once on Wednesday and once on Thursday, and Musk responded with two separate emails.
“I suggest that you call people you know in Thailand, find out what’s actually going on and stop defending child rapists, you fucking asshole,” Musk wrote in the first message. “He’s an old, single white guy from England who’s been traveling to or living in Thailand for 30 to 40 years, mostly Pattaya Beach, until moving to Chiang Rai for a child bride who was about 12 years old at the time.”
Ms Robina,
Your crush is a psycho.....heri mimiQuoteTesla CEO Elon Musk has renewed his attacks against a British man who played a key role in the rescue of a youth soccer team trapped in a flooded cave in Thailand.
Musk last month apologized for accusing Vernon Unsworth of pedophilia after the diver questioned the value of Musk’s contribution to the rescue, a small submarine that ultimately went unused. But in a series of emails to BuzzFeed News, Musk repeated his original attacks on Unsworth — and made new and specific claims, lambasting the rescuer as a “child rapist” who had moved to the Southeast Asian country to take a child bride. Unsworth denied Musk's accusations through his attorney.
Though Musk prefaced one email with “off the record,” BuzzFeed News did not agree to that condition of the correspondence. (Per common journalistic practice, a conversation is off the record only if both parties agree to the terms. )
BuzzFeed News first emailed Musk last Wednesday to ask for comment regarding a legal threat made by Unsworth’s lawyer in August after the Tesla CEO renewed his apparently evidenceless criticism of the rescuer in a Twitter argument the day before. Musk responded without addressing the substance of the legal threat. BuzzFeed News followed up twice, once on Wednesday and once on Thursday, and Musk responded with two separate emails.
“I suggest that you call people you know in Thailand, find out what’s actually going on and stop defending child rapists, you fucking asshole,” Musk wrote in the first message. “He’s an old, single white guy from England who’s been traveling to or living in Thailand for 30 to 40 years, mostly Pattaya Beach, until moving to Chiang Rai for a child bride who was about 12 years old at the time.”
https://www.buzzfeednews.com/article/ryanmac/elon-musk-thai-cave-rescuer-accusations-buzzfeed-email
Robina likes ones who have big egos like Elon. :)
Big talk no results..
It's 2 and a half hours long. Can you link the time when he smokes weed? I have heard his take on AI and it is simply wrong and ignorant for a guy whose products make use of it.
Robina likes ones who have big egos like Elon. :)
Big talk no results..
And the shares dropped like there is no $420 'funding secured'
Only Toyota is worth more than Tesla now. I am not a speculator but hold stocks as longterm assets. So I won't be selling Tesla or BTC soon.
(https://www.ft.com/__origami/service/image/v2/images/raw/http%3A%2F%2Fcom.ft.imagepublish.upp-prod-eu.s3.amazonaws.com%2F74352da0-475f-11ea-aeb3-955839e06441?fit=scale-down&quality=highest&source=next&width=490)
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-3-toyota-corolla-honda-accord
Tesla is on a roll
Toyota losing???!
Even yahoo lost to google..
It golden age for hitecpreneurs. Instead Pundit sells his AI start-up for pocket change to buy plot in Kapsengere... what a fool.
It golden age for hitecpreneurs. Instead Pundit sells his AI start-up for pocket change to buy plot in Kapsengere... what a fool.
Pundit has priorities, and its not tech.
When Google started at $100, i thought it was a bubble.
THen Facebook at $22
Now Tesla???
I am so damn....
Will Tesla be a good buy at $400 ?