TSLA showing cracks? - Page 205 - Business, Finances and Investing Forum

The latest bull thesis that is just amazing is the market share argument where they compare sales from a 2 year backlog vs sales of ither cars single month demand.

I really am not sure if they understand why that matters or not.

Quote

09-07-2018 , 08:25 AM

#5102

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

A 2 year backlog alone is pretty amazing, isn't it? Do you not understand this?

Quote

09-07-2018 , 08:28 AM

#5103

bip!

Slow Pony

Join Date: Oct 2012 Posts: 14,205

Quote:

Originally Posted by Spurious

You are not stating facts, you are stating questionable opinions that are far from proven. Madoff, Holmes and Trump were successful until they were proven otherwise.

Wait... what?

Quote

09-07-2018 , 08:30 AM

#5104

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

Quote:

Originally Posted by Spurious

A 2 year backlog alone is pretty amazing, isn't it? Do you not understand this?

It is amazing, not really denying the concepts Tesla has produced are amazing and exciting

I feel like you get my point but didnt want to address it

Quote

09-07-2018 , 08:35 AM

#5105

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Tesla crashing to $267 the last few minutes as they file an 8K that the Chief Accounting Office just resigned, effective immediately.

This is why you don't cover longer term puts. We're in the end stage now.

Quote

09-07-2018 , 08:38 AM

#5106

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

Quote:

Originally Posted by ToothSayer

Tesla crashing as they file an 8K that the Chief Accounting Office just resigned, effective immediately.

This is why you don't cover longer terms. We're in the end stage now.

Whoa the seagate dude?

Ive never thought tesla conducted blatant financial fraud, now im not sure

Quote

09-07-2018 , 08:39 AM

#5107

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

So they do know how to file an 8-k!

Quote

09-07-2018 , 08:39 AM

#5108

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Dave Morton had been there for only a month, after the last CAO left. His statement:

Quote:

'I want to be clear that I believe strongly in Tesla, its mission, and its future prospects, and I have no disagreements with Tesla's leadership or its financial reporting'

Quote

09-07-2018 , 08:40 AM

#5109

tomdemaine

Just tries harder

Join Date: Feb 2005 Posts: 20,065

Quote

09-07-2018 , 08:42 AM

#5110

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

Quote:

Originally Posted by syndr0me

I didnt do it, but buying puts expiring tomorrow knowing musk is going to talk for 2 hours live seems like a good play.

I mean they had to file an 8k after he accidentally admitted they couldnt hit 5k a week, and that was a 1 hour controlled EC

Quote

09-07-2018 , 08:47 AM

#5111

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

Quote:

Originally Posted by ToothSayer

Dave Morton had been there for only a month, after the last CAO left. His statement:

Just really hates pot smokers is my guess

Quote

09-07-2018 , 08:57 AM

#5112

Larry Legend

Celtic Pride

Join Date: Jul 2009 Posts: 42,920

Dude didn't even inhale might as well do it right before the inevitable tank.

Quote

09-07-2018 , 08:58 AM

#5113

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

The bonds are spiking hard on this news from already record highs. Moodys will have to step in soon with an ass-covering downgrade to CCC. At that point no one is going to underwrite a raise and bankruptcy follows soon after.

Quote

09-07-2018 , 09:00 AM

#5114

case3

adept

Join Date: Jul 2007 Posts: 774

At what point are longer term puts a cover? My plan was to wait until they were so deep in the money that even 30% share price swings wouldn't change their value much. This is to:

-Capture most all the value of the trade thesis

-Free up funds to take on more leveraged positions if good spots come up

Quote

09-07-2018 , 09:05 AM

#5115

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

And more news. We kind of knew this when it happened but confirmed now:

Quote:

Tesla HR chief Gabrielle Toledano not returning from leave, Bloomberg reports

Quote

09-07-2018 , 09:08 AM

#5116

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

Quote:

Originally Posted by case3

Depends on strike i would think. I have a truckload of 2020 50s i bought forever ago

Quote

09-07-2018 , 09:10 AM

#5117

protonewb

journeyman

Join Date: Feb 2017 Posts: 387

bloodbath premarket. So much for joe rogan.

Quote

09-07-2018 , 09:17 AM

#5118

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,669

Quote:

Originally Posted by protonewb

bloodbath premarket. So much for joe rogan.

I think joe will survive this

Quote

09-07-2018 , 09:40 AM

#5119

BooLoo

adept

Join Date: Oct 2013 Posts: 943

new chief accounting officer leaving after one month. nothing to see here.

if you liked it at 380 a month ago, you gotta love it at 255 now, right?

Last edited by BooLoo; 09-07-2018 at 09:45 AM.

Quote

09-07-2018 , 09:57 AM

#5120

mullen

Carpal \'Tunnel

Join Date: Oct 2008 Posts: 17,625

Welp, covering expiring 290s yesterday was unfortunate. At least still have Jan 19 200s and Jan 20 100s

Quote

09-07-2018 , 10:01 AM

#5121

Clayton

Carpal \'Tunnel

Join Date: Oct 2004 Posts: 32,226

Quote

09-07-2018 , 10:12 AM

#5122

TeflonDawg

Pooh-Bah

Join Date: Oct 2006 Posts: 5,929

This whole thread seems like nonsense at this point. I think everyone forgets that this company wouldn't even exist right now if the market weren't in a ten year GOAT bull run. It arguably may not have existed long before now.

Quote

09-07-2018 , 10:31 AM

#5123

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Quote:

Originally Posted by mullen

Welp, covering expiring 290s yesterday was unfortunate. At least still have Jan 19 200s and Jan 20 100s

Yeah no kidding. Was a good cover though. The CAO leaving so suddenly was pure luck. Time value bleed was the most likely outcome.

No reason you can't reenter today. All sane money is dumping.

Quote

09-07-2018 , 10:54 AM

#5124

Riverman

Carpal \'Tunnel

Join Date: Apr 2003 Posts: 73,135

looool

HR chief - gone
Chief Accounting Officer - gone after a month
Cash - dwindling daily
CEO - manic

yeah this will end well

Quote

09-07-2018 , 10:54 AM

#5125

parttimepro

old hand

Join Date: Dec 2004 Posts: 1,281

1. TSLA is hot garbage whose ultimate value is $0.

2. I could see it bouncing to 300 here just based on short covering and technicals. At some point, the bad news has to slow down. They're not going to lose 2 C-levels every day. Their Q3 numbers are probably going to be enough of an improvement that bulls can imagine a pathway to profitability.

3. That said, I certainly wouldn't exit longer-dated puts here. Just saying there's probably going to be a better entry. Of course, I've never seen the CEO of a major company have a psychotic breakdown, so the timeline of its collapse is hard to predict.

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