TSLA showing cracks? - Page 110 - Business, Finances and Investing Forum

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12-04-2017 , 04:59 PM

#2726

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by ToothSayer

Spurious,
I'm aware of everything that you listed and far more.

I have strongly advised to not short Tesla and to buy Tesla in this thread. My only bad sell recommendation was at $270; the rest have been spot on with a large move my way over the following weeks/months and time to take profits/get out/stop at breakeven.

See, this is how everyone knows you're a dope smoking uni student.

You can't just ****ing stop selling in your primary market. What the **** dude?

Are they going to stop offering the Model S and X too in North America under your brilliant plan? Because those will chew through the remaining credits in months, and you've achieved precisely nothing.

I mean, I get the logic (If they're supply constrained, why not save up the credit and sell in the other markets?) and this is what makes so completely hilarious - you're ignoring/not understanding 10+ basic business realities. You do this in everything Tesla related - it's all malleable in your head, everything can be bent so that Tesla comes out on top.

They have hundred thousands of reservations worldwide and they have a finishing line in the Netherlands. There is absolutely nothing outlandish about stopping Model 3 deliveries in the US. The Model S/X deliveries shouldn't stop but they are only a part.

Quote

12-04-2017 , 08:55 PM

#2727

Mihkel05

banned

Join Date: Jul 2015 Posts: 4,835

See my post in the Apple thread.

If you wish to counter ITT, please show your work. You've already been proven a liar about your record there. Perhaps you can redeem some semblance of "truth". Of course, selectively choosing from your inane ramblings and then calling them "trades" is your MO. So whatever. At least that isn't whole cloth dishonesty.

Quote

12-04-2017 , 09:07 PM

#2728

NxtWrldChamp

Carpal \'Tunnel

Join Date: Feb 2008 Posts: 9,082

Quote:

Originally Posted by Mihkel05

I can't recall which thread of nonsense it's in but there is a post where TS talks about a handful of trade ideas he posted and then says "if you made these trades you made a fortune" or something along those lines. Of course he didn't say "I made a fortune" on these trades.

Wonder why??

Sent from my Pixel XL using Tapatalk

Quote

12-04-2017 , 09:29 PM

#2729

Mihkel05

banned

Join Date: Jul 2015 Posts: 4,835

Its because he doesn't actually post trades. Just random hot takes.

Quote

12-05-2017 , 07:11 AM

#2730

phantom_lord

veteran

Join Date: Apr 2006 Posts: 2,614

Quote:

Originally Posted by Mihkel05

Its because he doesn't actually post trades. Just random hot takes.

He's posted a bunch of trades in the BFI trading thread over the years. I haven't read the 2p2 private chat in a long time, but he posted there too.

Curious to see where he's "been proven a liar"?

Quote

12-05-2017 , 07:35 AM

#2731

Mihkel05

banned

Join Date: Jul 2015 Posts: 4,835

Feel free to aggregate his "trades". Most of his recommendations are selectively chosen post hoc from a realm of normative statements on the business. Like his proclamations of the stock saying ~$150.

I think I made it clear where I posted and what I posted about his dishonesty. Feel free to read it instead of just expressing your desire to know it exists. But I guess its easier to vast vague aspersions rather than indulge in facts.

Quote

12-05-2017 , 07:28 PM

#2732

somigosaden

adept

Join Date: Dec 2013 Posts: 1,087

Mihkel, it should take you all of two minutes to link to what you're talking about. Just link the post numbers and the specific thread you're talking about and prove it.

Quote

12-05-2017 , 07:29 PM

#2733

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

What's this talk of a merger with space x? What a disaster this company is

Quote

12-05-2017 , 09:34 PM

#2734

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

https://www.bloomberg.com/news/artic...s-musk-wanders

It's just a Morgan Stanley analyst saying this. I don't think it makes sense and I am not sure what the terms of the merger would be but I doubt that it will happen. Elon said before that he prefers to keep companies private and SpaceX would need to go public if they were to merge.

Quote

12-05-2017 , 10:04 PM

#2735

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Lol prefers to keep his companies private

Quote

12-05-2017 , 10:25 PM

#2736

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Jonas has Musk Derangement Syndrome to the point where he asks Mars questions on an automobile maker conference call. Everything he says can be disregarded. He was an early true believer before Tesla's first short squeeze and hence he had a lot of sway for a while, but he's used up that goodwill with too many loony predictions. And the autopilot fail.

Quote

12-06-2017 , 02:26 AM

#2737

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by syndr0me

Lol prefers to keep his companies private

Why do you think it's acceptable to just laugh off stuff without ever doing any research yourself? It's absolute clowns like you that make it so difficult to take Tesla bears seriously. No argument is ever coherent and based on facts.

https://hurricanecapital.wordpress.c...aying-private/ (first source that has the email listed but it is quoted in the Musk biography)

Quote:

From: Elon Musk
Date: June 7, 2013, 12:43:06 AM PDT
To: All <All@spacex.com>
Subject: Going Public

[...]

It is important to emphasize that Tesla and SolarCity are public because they didn’t have any choice. Their private capital structure was becoming unwieldy and they needed to raise a lot of equity capital.

Quote

12-06-2017 , 09:10 AM

#2738

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

I post from phone most times, so can't link support easily, but don't have to here.

Sure staying private is great, if he could defraud the public and not report anything I'm sure that would be preferable to him

The comment you made is just so lol.

Quote

12-06-2017 , 09:31 AM

#2739

Didace

Carpal \'Tunnel

Join Date: Nov 2009 Posts: 20,394

Quote:

It is important to emphasize that Tesla and SolarCity are public because they didn’t have any choice. Their private capital structure was becoming unwieldy and they needed to raise a lot of equity capital.

Are you saying Musk would prefer an "unwieldy" structure without the ability to raise a lot of capital? Seems unlikely.

Quote

12-06-2017 , 01:14 PM

#2740

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Translation for non-idiots: Tesla was dead in the water (huge losses, negative cash flow, not a single viable profit making product in the pipeline) without raising 10s of billion in a pump and dump, so we had no choice but to go public.

SolarCity for that matter too. It's not a viable business and never can be; Musk basically made Tesla shareholders take on its losses/imminent bankruptcy.

Quote

12-06-2017 , 01:19 PM

#2741

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Wouldn't the non idiots not need the translation? Shouldn't translation be for the esteemed gentleman?

Quote

12-13-2017 , 05:46 PM

#2742

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

https://techcrunch.com/2017/12/13/pe...c-semi-trucks/

Quote

12-13-2017 , 08:22 PM

#2743

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,782

Those companies are mostly buying PR (there is a component of testing the viability and cost savings too) but for Tesla it's a free way to field test their products. It's really a win-win for both.

Quote

12-14-2017 , 07:20 AM

#2744

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

One set of news today - more trouble for Tesla owned SolarCity

Quote:

Dec 14 (Reuters) - U.S. solar installations will fall more
than expected this year, according to an industry report
released on Thursday, due to weakened demand for residential
systems and delays on large projects

And one opinion from a very successful short seller who called and held Enron short while it was the darling of Wall Street (and Valeant, like me):

Quote:

Famed investor im Chanos compares carmaker with Enron before its fall
He says Elon Musk isn’t leading on autonomy

I think the second point is now grudgingly agreed on by the bulls here, sadly years after it was first obvious to anyone with a functioning mind that Tesla were far behind.

Quote:

He said Wednesday that the spate of executive departures Tesla has endured this year is reminiscent of Enron before its fall

Yep.

Quote

12-14-2017 , 08:32 AM

#2745

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Now there's this news out as of 20 minutes ago:

https://electrek.co/2017/12/14/tesla...eek-suppliers/

Quote:

Several Tesla suppliers are now reporting that Model 3 production is increasing rapidly and they are back to working on Tesla’s guidance of 5,000 units per week in December, which was delayed last month.

In October, a few days before Tesla’s earnings and the announcement of the Model 3 production ramp-up delay, Taiwanese auto component maker Hota Industrial Mfg. Co announced that Tesla slashed its orders for Model 3 parts by 40% (5,000 per week to 3,000).

Now the same supplier, which makes gears and axles, told Taiwanese media that Tesla increased the demand for parts back to 5,000 units per week this month.

Who knows whether this is a real or a fake news pump, but it's a positive. Currently $340.50. I'd say this is a good buy premarket on this news, it's an excuse for a little rally.

Quote

12-14-2017 , 08:12 PM

#2746

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Chanos (who called Enron a fraud and held while it went higher before crashing) is ripping into the Tesla fraud today:

Quote:

Famed short seller Jim Chanos took another shot at Tesla on Thursday, saying the company's equity is worth nothing.

"Let's just say Tesla and Mr. Musk have a broad interpretation of the truth," Chanos, founder of Kynikos Associates, told CNBC's Kelly Evans. "There have been all kinds of announcements that this company has made … that turned out not to be true."

Chanos mentioned the unveiling of Tesla's electric Semi truck and roadster last month as examples. The short seller noted that Tesla CEO Elon Musk said "the Semi would be available in 2019 and the roadster in 2020. Where is he producing those? Those production lines have to be up and approved years before we get into production."

It's obvious that Musk is an outright fraud if you have a functioning brain, but I post this for those who don't. His comments on the video at that link are interesting. Particularly on autonomy for the handful of morons remaining who still don't realize that Musk has been blatantly lying to them.

Quote

12-17-2017 , 07:34 PM

#2747

ChipRick

Pooh-Bah

Join Date: Sep 2007 Posts: 4,186

working hard today

Quote

12-17-2017 , 09:27 PM

#2748

Mihkel05

banned

Join Date: Jul 2015 Posts: 4,835

TS,

Could you actually tally up your proposed trading record in this thread? It is hard to keep track of the conflicting views, but seems like you'd be down a ton if you didn't just obviously lie about it. (Like you did in the AAPL thread.)

I think its the least you could do if you wanna cite your "trades", which obviously are total bull****. But paper trading could atleast give you some minor credibility.

Quote

12-27-2017 , 12:33 PM

#2749

juan valdez

Pooh-Bah

Join Date: Jan 2009 Posts: 5,686

msm throwing a little shade on tesler

https://www.cnbc.com/2017/12/27/anal...-forecast.html

Quote

12-27-2017 , 02:59 PM

#2750

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Even the biggest tesla bulls know 3k deliveries for M3 is unlikely

Highest vin is like 2.5k I think? And decent chance 50% of the ones registered are defective.

1.5k deliveries or M3 max, they only have 500 through November according to insideevs

Quote

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