$TSLA

Discussion in 'Stocks' started by Phill Twist, Aug 18, 2015.

  1. In Vancouver article I posted, Tesla Model X autonomous killed somebody... Dude went on full speed into the post holding Lougheed Sign, in Coquitlam. I know exactly where it is, unless the guy was suicidal and drove into it, it is very unlikely to do so by accident. Investigation will reveal what happened hopefully.

    How long until Governments take action and only enable Level 5 Driving ( decade away ), this crook is whacking people just to keep grabbing cash, he knows self driving in Tesla isn't safe at all. Look at the picture of Model X, front end split open in the crash.

    https://bc.ctvnews.ca/driver-dead-after-tesla-crashes-into-pole-on-lougheed-highway-1.4340542
     
    #2221     Apr 26, 2019
  2. Pekelo

    Pekelo

    Price wise, is this the end? We are below 240. The margin calls are coming for Elon.

    I think they will make a deal with the SEC and that will boost price...
     
    #2222     Apr 26, 2019
  3. It's the end... Recession Sell off approaching as well, combine both and Tesla is at 50 a share by Q4. Demand isn't gonna pick up, when Europeans find out it takes 3 months to have spare parts, they will dump them like Americans are. American Greed producers should book him by year end. Wait until Tesla is found responsible for the next for one of it's many Autonomous Driving killings, lawsuit central after that

    Share 236 at the moment!
     
    #2223     Apr 26, 2019
  4. Cabin111

    Cabin111

    Just wondering would a "white knight" come in and buy Tesla?? Would they come in before BK, during BK, or after BK. And whom would they be (company or person)?
     
    #2224     Apr 26, 2019
  5. Specterx

    Specterx

    I'd say it's pretty much the end. If they manage to get a capital infusion then it'll be a gradual markdown for the next 12-18 months until Elon is forced out in a reorg, or maybe Saudi buyout (at a lot less than $420, lol), or until he immolates the company in an FSD scandal. If they don't or can't raise capital due to market turmoil, legal issues or something else, then they won't last the year.
     
    #2225     Apr 26, 2019
  6. Specterx

    Specterx

    The solid business at TSLA's core is made-to-order luxury BEV manufacturing, sales and service for 1% buyers (just see the discussions here about 0-60 performance, acceleration etc. which are basically irrelevant to the mass market). Musk almost totally destroyed the brand by trying to go mass-market, with all of the quality issues, service issues and chaos at HQ, but IMO it can still be salvaged.

    Most of the big dumb whale money wants to see "growth", but the TSLA growth story is dead. Vision Fund and the like aren't much interested in a "solid" but low- or no-growth business. The Chinese might be interested in overpaying but political considerations probably rule them out. So the most likely white knight would be a consortium of PE funds and/or one of the existing big automakers. Whether the transaction takes place in the context of BK or not depends on how quickly the business is collapsing and whether the buyers are willing to assume prior obligations (eg store leases).
     
    #2226     Apr 26, 2019
  7. Cabin111

    Cabin111

    #2227     Apr 26, 2019
  8. destriero

    destriero

    I don't want to upset too many people here, but the only thing you excel at is regurgitating opinion. Got it, they have new car graveyards, etc... if that's your thesis for shorting; or some dude on Yahoo--then you need to find another line of work.

    I went long the shares and am hedging inside the sector; long TSLA from 234 and short sector weight and index.

    The only material news today was the rally off the Sep lows in their 2025 bonds to 85+.
     
    #2228     Apr 26, 2019
  9. destriero

    destriero

    My biggest (outright) SN position at work. I am long 80.8K TSLA (shares) from 233.8 average. No vol; just the share-long.

    Every model that I follow is screaming LONG TSLA. It's going to rally 12 bucks next week.

    No index hedge.
     
    #2229     Apr 26, 2019
  10. destriero

    destriero


    YOINK!

    239 AH.

     
    #2230     Apr 26, 2019