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TSLA showing cracks? TSLA showing cracks?

03-12-2018 , 12:35 PM
I can't tell if you are doing a bit
TSLA showing cracks? Quote
03-12-2018 , 12:42 PM
Same. But so many people are on the spectrum that Poe's law applies.
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03-12-2018 , 12:46 PM
all freaks and very weird dudes
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03-13-2018 , 09:42 AM
Interesting Bloomberg article just out on VW:

VW Just Gave Tesla a $25 Billion Battery Shock
Quote:
The world’s largest carmaker will equip 16 factories to produce electric vehicles by the end of 2022, compared with three currently, Volkswagen said Tuesday in Berlin

As of next year, the 12-brand group will roll out a new battery-powered model “virtually every month,” Chief Executive Officer Matthias Mueller said at the company’s annual press conference. “This is how we intend to offer the largest fleet of electric vehicles in the world.”
I'm sure the cucks at Tesla, who couldn't make money with a $100K/car monopoly, and who can't even get one model out every two years at ultra low volume, or hit any of their deadlines even with year+ extensions, who are even get crushed on autonomous driving, are going to do well against such experienced and capitalized competition at mass market low price point manufacturing, something they have zero experience in. Buy now!
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03-13-2018 , 11:38 AM
WATCH OUT CUCKS
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03-13-2018 , 12:04 PM
An alternative word then, if that gets you so triggered?

Incompetents? Frauds? Noobs?

This level of utter failure and lies deserves some kind of name.

P.S. It looks like they're gonna badly miss even their restated-restated ultra-low-bar 2500/week projections for the quarter at the end of March, unless these machines get installed and fully operational in time and nothing else is wrong with their line. Although they might be able to flat out lie and fudge it like Musk did saying they were at 1000/week run rate at the end of 2017.

Last edited by ToothSayer; 03-13-2018 at 12:10 PM.
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03-13-2018 , 12:06 PM
you just seem to really like calling folks CUCKS, which is, uh, interesting. Very telling.
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03-13-2018 , 01:27 PM
How about a less politically involved word, such as "deplorable"?

If you believe the Bloomberg estimates, it looks like 1000/week is going to be hard to reach at the end of March

https://www.bloomberg.com/graphics/2018-tesla-tracker/
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03-13-2018 , 01:33 PM
politically involved? It's not political, it's weird because it's sexual. I mean I'm not sure why TS is obsessed with the idea of cucks but he definitely is. And does that say something about TS? I think so. Bigly.
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03-13-2018 , 01:50 PM
Quote:
Originally Posted by SenorKeeed
WATCH OUT CUCKS
Quote:
Originally Posted by SenorKeeed
you just seem to really like calling folks CUCKS, which is, uh, interesting. Very telling.
Quote:
Originally Posted by SenorKeeed
politically involved? It's not political, it's weird because it's sexual. I mean I'm not sure why TS is obsessed with the idea of cucks but he definitely is. And does that say something about TS? I think so. Bigly.
Ah the alt-left soul read, from which all your flimsy ad hominems derive. And about as accurate as alt-right tinfoil conspiracies. Cuck is not a sexual world. It's centuries old. Multiple dictionaries define it as:
Quote:
A cuck is a derogatory slang term for someone who is weak, effeminate, or inadequate
That you chose to see something sexual when I am clearly not using that connotation is purely your personal creepy weirdness, my friend.

It's like me saying "you have balls" and you interpreting it as something sexual on my part because I'm referencing your testicles. No, dude, just no. It's common slang that means "courageous". Just like "cuck" is common slang that means "hilariously weak and ineffective". Your mind doesn't even go to the sexual connotation on either word unless you're either really creepy or don't understand the basics of how words work. I'm not sure which applies to you.

Now buzz off unless you have something to say about Tesla.
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03-13-2018 , 02:10 PM
Quote:
Originally Posted by ToothSayer
Now buzz off unless you have something to say about Tesla.
In good news, it looks like they'll be able to send one to Mars next year.
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03-13-2018 , 02:14 PM
Let's see if they can achieve 1/100th of the production volume of a single carmaker, 9 months overdue, first?

Not that I doubt SpaceX. Nice company, full of government money and disaffected talented rocket scientists who Musk gave a home. It's way easier to make rockets than mass produce cars though. I think even the fanboys are starting to understand that truth, which I laid for out them for a long time ago had they merely listened.
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03-13-2018 , 02:17 PM
Quote:
Originally Posted by ToothSayer
Ah the alt-left soul read, from which all your flimsy ad hominems derive. And about as accurate as alt-right tinfoil conspiracies. Cuck is not a sexual world. It's centuries old. Multiple dictionaries define it as:

That you chose to see something sexual when I am clearly not using that connotation is purely your personal creepy weirdness, my friend.

It's like me saying "you have balls" and you interpreting it as something sexual on my part because I'm referencing your testicles. No, dude, just no. It's common slang that means "courageous". Just like "cuck" is common slang that means "hilariously weak and ineffective". Your mind doesn't even go to the sexual connotation on either word unless you're either really creepy or don't understand the basics of how words work. I'm not sure which applies to you.

Now buzz off unless you have something to say about Tesla.
WHAT A CUCK
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03-13-2018 , 02:29 PM
Okay, seriously enough. Both of you knock it off.

If you can't post real content without being insulting, don't post at all. The end.
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03-14-2018 , 03:28 AM
There are 300K(or whatever) on the wait list for Model 3.

This implies great demand but something I read the other day made me wonder if the demand is really there.

With $7,500 fed tax credit and possibly additional state tax credits, at least some people are on that waitlist only to buy, register, claim credit, and ditch the car ASAP. Since Tesla production is historically flimsy and these cars will likely be in limited production, speculators can easily resell at good price and net gain thanks to the tax credits.

Since the $1000 preorder is fully refundable, it's basically a risk free opportunity.

For previous Tesla model waitlists, is there any data as to how many people on the waitlists actually purchased the cars?
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03-14-2018 , 04:23 AM
The hassle to go through this and profit a little bit is probably a bit far fetched. There are certainly people who:
- might actually try to profit using this scheme
- not purchase the car because they will not be eligible for the full federal tax credit
- get fed up by waiting (there will be alternatives, especially in other parts of the world, soon)
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03-14-2018 , 09:12 AM
The second high level finance departure in a week. This is not what happens in healthy companies about to have their stock price soar from a new product.

Quote:
Susan Repo, Tesla's corporate treasurer and VP of finance, has departed the company to take on a CFO position at another firm, Bloomberg reports, citing a person familiar with the matter. The move, which follows the departure of chief accounting officer Eric Branderiz for personal reasons, comes as Tesla is expected to report production and deliveries results for its Model 3 Sedan, which has faced challenges including quality issues and a production halt
Given Musk's history of blatant fraud and lying (documented by his own comments in the conference call), this is not a good sign.
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03-14-2018 , 11:00 AM
As someone who works in corporate finance this looks incredibly bad, coincidence is so unlikely
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03-14-2018 , 11:44 AM
Quote:
Originally Posted by syndr0me
As someone who works in corporate finance this looks incredibly bad, coincidence is so unlikely
This is a hilarious statement.
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03-14-2018 , 12:44 PM
Apparently the quality of model 3's are terrible so far, yet I just can't pull the trigger on a short. Elon is untouchable & the fact the board is likely to approve his $2b+ pay package tells you all you need to know really. It's relative performance is rolling over a bit btw so short term does seem to favor the bears but I mean good luck longer term betting against the liquidity that gobbles up debt offerings in this name.

You have to give Musk credit for being brilliant at PR, it's indisputable the value that brings to anything he's involved with. It puts a floor under the stock as well the fact that he and his brother still own 20%+ of the company. The stock is pretty tightly coiled here, for a name that is supposedly so volatile its been between $300-$360 for most of the last year but again it has been lagging the market (and a lot of its tech/auto peers) for a good six months now.
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03-14-2018 , 02:18 PM
Quote:
Originally Posted by Spurious
This is a hilarious statement.
I am not sure what u mean.


Accountants have the inside scoop to everything and most are pretty business literate.

Best case is the company is in really bad financial shape likely worse than the public is aware.


That is the BEST case.
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03-14-2018 , 05:30 PM
Best case is the individual liked the idea of getting promoted to CFO and possibly getting a bigger paycheck.

That or he doesn't want to deal with Tesla's ultra-high pace anymore.
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03-14-2018 , 05:53 PM
Quote:
Originally Posted by syndr0me
I am not sure what u mean.


Accountants have the inside scoop to everything and most are pretty business literate.

Best case is the company is in really bad financial shape likely worse than the public is aware.


That is the BEST case.
a) You working in the field has nothing to do with this, so just leave it out.
b) It looks like what it is, someone left for a higher position elsewhere.
c) "coincidence is so unlikely" somewhat implies something but I am not sure what?

What it shows is that she is not confident that her current position plus package will earn her more than what she receives elsewhere. The second high profile person to leave in the Finance department is definitely not the usual but it implies high levels of stress more than it does something else.

Your statement was hilarious because you are desperately trying to talk this stock and company down and now resort to: "I work in something like this so I know..."
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03-14-2018 , 08:19 PM
Quote:
Originally Posted by ASAP17
You have to give Musk credit for being brilliant at PR, it's indisputable the value that brings to anything he's involved with. It puts a floor under the stock as well the fact that he and his brother still own 20%+ of the company. The stock is pretty tightly coiled here, for a name that is supposedly so volatile its been between $300-$360 for most of the last year but again it has been lagging the market (and a lot of its tech/auto peers) for a good six months now.
Tesla runs at a beta of 2-5 and 2017 was one of the craziest low vol runs in history thanks to Trump.

The fact that this stock won't flush is amazing. A big part of it is the market + its beta for sure - it would work in reverse if the market went down - but I think a big part of it also the perpetual idiot donkey + dangling carrot that Musk has managed to set up.


Your average Tesla investor

Basically, tell huge lies about your timetable, push the positive and criminally omit the negative, create anticipation for the next stage which is always imminent and hits people FOMO. Use words like "exponential" to talk about your imminent ramp. No true believer wants to miss out on the imminent ramp when you do this. For example, Musk by his own inadvertent admission in the last conference call knew that production had zero chance of even making a fraction of his promised 5000/week due to major flaws with the battery production system requiring 6-9 months to fix, yet he doubled and tripled down on 5000/week at the end of 2017.

The bottom line is that all the PR isn't going to matter though if Tesla messes up the Model 3, as they seem to be doing:


Tesla employees say automaker is churning out a high volume of flawed parts requiring costly rework


That tanked the stock today. It's worth reading if you're a bull or bear. The picture emerging is of a totally incompetent cluster**** on every level - which is what you'd expect if you have a narcissist with zero mass production experience trying to mass produce a car using special sauce vertical integration. Cars ain't rockets.

I don't have a read on whether this goes down in flames now or in a few months time as it becomes clear the Model 3 is a lemon, and costing them $5K/car in net losses, and that their "let's not beta test" vertical integration attempt is a predictable failure. But they're bleeding cash like crazy, their various gimmicks like getting advance deposits or mortgaging off all their future S & X lease revenue or mortgaging all their assets are gone. So unless they deliver well on this they're bankrupt - they have negative equity at this point, will have negative cash flow if they can't get world class M3 manufacturing up (losing more every car they sell) and need tens of billions for the next stage.

Last edited by ToothSayer; 03-14-2018 at 08:24 PM.
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03-15-2018 , 12:48 AM
Quote:
Originally Posted by ASAP17
Apparently the quality of model 3's are terrible so far, yet I just can't pull the trigger on a short. Elon is untouchable & the fact the board is likely to approve his $2b+ pay package tells you all you need to know really. It's relative performance is rolling over a bit btw so short term does seem to favor the bears but I mean good luck longer term betting against the liquidity that gobbles up debt offerings in this name.

You have to give Musk credit for being brilliant at PR, it's indisputable the value that brings to anything he's involved with. It puts a floor under the stock as well the fact that he and his brother still own 20%+ of the company. The stock is pretty tightly coiled here, for a name that is supposedly so volatile its been between $300-$360 for most of the last year but again it has been lagging the market (and a lot of its tech/auto peers) for a good six months now.
this.
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