TSLA showing cracks? - Page 172 - Business, Finances and Investing Forum

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TSLA showing cracks?

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Page 172 of 619

First

72 122 152 162 167 168 169 170 171 172 173 174 175 176 177 182 192 222 272 372

Last

08-01-2018 , 12:12 AM

#4276

Jupiter0

veteran

Join Date: Sep 2009 Posts: 2,471

Quote

08-01-2018 , 08:43 AM

#4277

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

$tslaq fintwit is amazing

Quote

08-01-2018 , 11:56 AM

#4278

SuperSwag

Pooh-Bah

Join Date: May 2012 Posts: 5,806

Apparently Musk had some words for Einhorn. Said he will send him some short shorts in the mail.

Quote

08-01-2018 , 02:52 PM

#4279

BooLoo

adept

Join Date: Oct 2013 Posts: 945

Quote

08-01-2018 , 04:27 PM

#4280

dth123451

Carpal \'Tunnel

Join Date: Jul 2012 Posts: 15,502

Great news, cash flow was -750 million dollars!

Quote

08-01-2018 , 06:01 PM

#4281

a_r_K

journeyman

Join Date: Aug 2015 Posts: 338

Sigh short squeeze up 8% to $325 so far after hours and my 315 short underwater

Looks like the party gonna continue until they run out of cash.

Quote

08-02-2018 , 05:17 AM

#4282

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by a_r_K

Sigh short squeeze up 8% to $325 so far after hours and my 315 short underwater

Looks like the party gonna continue until they run out of cash.

If you honestly have the thesis that this company will go out of cash and this is your primary driver for the short, then stop the shorts now.

Going short at $50bn market cap because you think the company is running out of money is stupid. You can gain the same by going short at $23bn market cap.

The better question is: when will this stock finally correct? Presumably when they are profitable for two quarters and the marktet realizes that they aren't making $10bn p.a. in profits.

Quote

08-02-2018 , 08:11 AM

#4283

n00b590

adept

Join Date: Jun 2010 Posts: 978

Quote:

Originally Posted by Spurious

The better question is: when will this stock finally correct? Presumably when they are profitable for two quarters and the marktet realizes that they aren't making $10bn p.a. in profits.

Why would they need to earn $10b a year to justify a $50b market cap? That's the dumbest thing you've said in a while.

Quote

08-02-2018 , 08:18 AM

#4284

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,782

Musk has done enough to get an equity capital raise through. A debt issue may be shaky since its bond yields seem to imply a rating of somewhere in the CCC to B- range but they may get one through if it's a convertible bond/bond + warrants issue.

They should be able to pick up a few billion bucks to get through another year that way.

Quote

08-02-2018 , 08:51 AM

#4285

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by n00b590

Why would they need to earn $10b a year to justify a $50b market cap? That's the dumbest thing you've said in a while.

Did you even comprehend what I said?

Quote

08-02-2018 , 02:51 PM

#4286

thenewsavman

old hand

Join Date: Nov 2012 Posts: 1,546

Quote:

Originally Posted by Spurious

Did you even comprehend what I said?

Apparently I didn't, because I have the same interpretation he does.

Quote

08-02-2018 , 03:47 PM

#4287

Kelvis

banned

Join Date: Dec 2013 Posts: 8,737

Quote:

Originally Posted by a_r_K

Sigh short squeeze up 8% to $325 so far after hours and my 315 short underwater

Looks like the party gonna continue until they run out of cash.

Make that $348

Quote

08-02-2018 , 06:42 PM

#4288

Jbrochu

banned

Join Date: Jan 2005 Posts: 16,054

Cucks on parade.

Quote

08-02-2018 , 07:07 PM

#4289

BooLoo

adept

Join Date: Oct 2013 Posts: 945

so we're back where we were 2 months (and also a year) ago.
great investment.

Quote

08-02-2018 , 08:47 PM

#4290

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Amazing for a company that just delivered its biggest loss ever, 6 quarters above 30% sga but keep focusing on margin cucks

Quote

08-02-2018 , 09:54 PM

#4291

Clayton

Carpal \'Tunnel

Join Date: Oct 2004 Posts: 32,237

has anyone read the walt disney biography?

seeing elon walk the tightrope with tesla reminds me a lot of the 200-straight pages detailing disney avoiding drowning/bankruptcy in the early years... again and again and again and again.

the book about tesla when its all said and done is gonna be great, busto or success. theres clearly some stuff we are not privvy to that will make awesome reading material.

Quote

08-02-2018 , 10:37 PM

#4292

Morishita System

old hand

Join Date: Jan 2011 Posts: 1,391

At this rate and given the HODL and FOMO of the investors, Tesla is going to declare bankruptcy while trading north of 300. That would be a historical moment.

All one has to do is spend 5 minutes looking at their balance sheet to realized how FUBARed they are. I've seen companies declare bankruptcy with better balance sheets than Tesla's. And this is with end of quarter window dressing!

Elon Musk is going to grind it out until there is literally zero cash left in the coffers or he is forced into involuntary bankruptcy.

Quote

08-03-2018 , 12:11 AM

#4293

MrFeelNothin

Pooh-Bah

Join Date: Sep 2004 Posts: 4,457

Quote:

Originally Posted by Mori****a System

But if they're trading above $300 they can just do an equity raise for enough cash to last another year+.

Quote

08-03-2018 , 03:50 AM

#4294

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by thenewsavman

Apparently I didn't, because I have the same interpretation he does.

Then I feel sorry for you. This is basic level of reading comprehension.

Quote:

Originally Posted by Clayton

Which author?

Quote:

Originally Posted by MrFeelNothin

But if they're trading above $300 they can just do an equity raise for enough cash to last another year+.

This is the biggest tell that some of the bears are absolutely clueless (TS would never make such a claim, I think).

Quote

08-03-2018 , 06:43 AM

#4295

Kelvis

banned

Join Date: Dec 2013 Posts: 8,737

Indeed some of the bears are absolutely clueless.

Quote

08-03-2018 , 08:26 AM

#4296

TeflonDawg

Pooh-Bah

Join Date: Oct 2006 Posts: 5,943

Quote

08-03-2018 , 09:23 AM

#4297

ata

old hand

Join Date: Jan 2006 Posts: 1,292

Quote:

Originally Posted by Spurious

This is the biggest tell that some of the bears are absolutely clueless (TS would never make such a claim, I think).

What's the problem with doing an equity raise?

Quote

08-03-2018 , 10:35 AM

#4298

Clayton

Carpal \'Tunnel

Join Date: Oct 2004 Posts: 32,237

Quote:

Originally Posted by Spurious

Which author?

Gabler (900 pages!!!)

Quote

08-03-2018 , 04:31 PM

#4299

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by ata

What's the problem with doing an equity raise?

Nothing, my point was: TSLA will not go bankrupt at $300, because they will have raised capital before. If they were to go bankrupt, it will be closer to $130. At those levels, they would not be able to raise cash to sustain their cash burn as well as service the debt.

Quote:

Originally Posted by Clayton

Gabler (900 pages!!!)

Thanks!