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TSLA showing cracks?

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10-08-2018 , 12:51 PM

#5726

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

TMC going from hilarious to extremely sad fast, people talking about losing everything and its at $250!

Quote

10-08-2018 , 12:56 PM

#5727

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Wow Tesla sr dir Global Controller for revenue just reported as having left in sept.

This thing is done, all top level finance is out, you have serious trouble.

Quote

10-08-2018 , 12:57 PM

#5728

solid first post

centurion

Join Date: Dec 2013 Posts: 149

Is it panic selling time yet?

Quote

10-08-2018 , 01:20 PM

#5729

protonewb

journeyman

Join Date: Feb 2017 Posts: 387

Quote:

Originally Posted by syndr0me

TMC going from hilarious to extremely sad fast, people talking about losing everything and its at $250!

I love the mentality - "guys, guys we can survive being a $42billion company for now, BTFD"

Meanwhile it's falling off a cliff. The CDS shows > 50% chance of a credit event within 5 years. If there is a credit event that means not even debt holders get all their money back so equity holders get 0. People should be looking at the CDS/Bond prices, it tells a much worse story than even the dropping stock price.

Quote

10-08-2018 , 01:30 PM

#5730

Trolly McTrollson

Carpal \'Tunnel

Join Date: Oct 2010 Posts: 37,853

Quote:

Originally Posted by syndr0me

TMC going from hilarious to extremely sad fast, people talking about losing everything and its at $250!

Quote

10-08-2018 , 01:43 PM

#5731

solid first post

centurion

Join Date: Dec 2013 Posts: 149

Not sure why anyone is blaming the shorts. If they had listened to the shorts they wouldn't have invested their life savings in the first place.

Quote

10-08-2018 , 01:52 PM

#5732

theviolator

journeyman

Join Date: May 2012 Posts: 332

Hopefully not a derail but with respect to the Australia battery thing, how come Panasonic themselves didn't do the installation? What does Tesla offer that Panasonic cannot?

Quote

10-08-2018 , 02:01 PM

#5733

BooLoo

adept

Join Date: Oct 2013 Posts: 945

Quote:

Originally Posted by theviolator

Hopefully not a derail but with respect to the Australia battery thing, how come Panasonic themselves didn't do the installation? What does Tesla offer that Panasonic cannot?

idiocy

Quote

10-08-2018 , 02:03 PM

#5734

ElSapo

Pooh-Bah

Join Date: Dec 2002 Posts: 5,471

Quote:

Originally Posted by theviolator

Hopefully not a derail but with respect to the Australia battery thing, how come Panasonic themselves didn't do the installation? What does Tesla offer that Panasonic cannot?

Tesla mega-battery in Australia activated

Quote:

Tesla has partnered with Panasonic on the development and production of its Powerpack technology. Despite this, it partnered with Samsung on the Southern Australia facility because Panasonic could not produce the required batteries within the tight deadline.

Tesla will soon be facing stiff competition from power firms. Next year, a battery storage facility 50% larger than Tesla's in Australia will be turned on in South Korea. Chinese firms and many other renewable energy firms are also installing many battery storage systems for power suppliers around the world.

Quote

10-08-2018 , 02:35 PM

#5735

jvds

adept

Join Date: Apr 2013 Posts: 1,176

Tesla bought the cells for the Australia project from Samsung and the project had a gross margin of 0. Hardly an example of energy storage leadership...

Quote

10-08-2018 , 02:46 PM

#5736

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,781

Quote:

Originally Posted by SenorKeeed

A switch to sustainable energy would obviously require massive investment in energy storage infrastructure. Not sure how anyone could argue otherwise. And it's equally obvious that many countries are increasingly serious about switching to sustainable energy.

Not debating this point at all. Was more addressing the point TS was making about battery tech not having any possibility of turning a profit.

Even if renewables end up levelling off due to scaling and other issues, there will still be excess energy from baseload generation that can be shifted. At some point batteries will be cheap enough to make it profitable to shift at least predictable demand. The batteries would essentially replace some of the natural gas peak plants.

Quote

10-08-2018 , 02:51 PM

#5737

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

sorry, wasn't taking issue with your post, just piling on to tooth sayers obvious wrongness.

Quote

10-08-2018 , 04:16 PM

#5738

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Macquarie out with $430 price target with "Outperform" and some bull**** about "vehicle ecosystems". God bless the analysts. Barely pumped it up 1%.

It's weird having the stock tank day after day and not have Musk himself come in with an absurd pump about production or profits that the baggies believe. He must be beside himself not being able to commit fraud any more to keep the stock price up.

Quote

10-08-2018 , 04:59 PM

#5739

protonewb

journeyman

Join Date: Feb 2017 Posts: 387

that analyst should have said $420, no sense of humor.

Quote

10-08-2018 , 05:21 PM

#5740

Stratify

enthusiast

Join Date: Aug 2017 Posts: 68

Quote:

Originally Posted by theviolator

Hopefully not a derail but with respect to the Australia battery thing, how come Panasonic themselves didn't do the installation? What does Tesla offer that Panasonic cannot?

Musk is a great salesman.
And maybe the politicians thought they'd get better coverage of virtue signalling headlines with Musk. That was before he started hanging out with Azelia, basing imaginary privatization prices on the fact his GF likes 420, and accusing hero's of being a pedo.

What is the guarantee and lifespan of the batteries?

Quote

10-08-2018 , 06:00 PM

#5741

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by ToothSayer

It seems like he might have taken over his moms twitter account

The absurdity of all of it is amazing. Love tesla so much.

Quote

10-08-2018 , 06:09 PM

#5742

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,684

Quote:

Originally Posted by syndr0me

It seems like he might have taken over his moms twitter account

The absurdity of all of it is amazing. Love tesla so much.

Not to mention all the caveats posted in their research.

Quote

10-08-2018 , 06:13 PM

#5743

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Some genius is pounding AH

Quote

10-08-2018 , 10:01 PM

#5744

f-l-y

enthusiast

Join Date: Sep 2018 Posts: 61

SEC and Tesla submitted a statement to a judge detailing why their previously agreed-upon settlement should be approved. The decision is due on the 10/10, I believe.

Do we think the judge's approval/rejection is a significant binary event for the stock price? $TSLAQ seems to think Musk's latest tweets will drive the SEC or the approving judge to revoke the settlement.

Quote

10-08-2018 , 10:49 PM

#5745

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

I think it might have a positive effect on price that day, but thats about it

Quote

10-08-2018 , 11:16 PM

#5746

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,781

Judge not approving would be really bad. Judge approving is a near certainty so nothing happens.

Quote

10-08-2018 , 11:32 PM

#5747

f-l-y

enthusiast

Join Date: Sep 2018 Posts: 61

Yeah I'm not sure the judge decision is actually significant in any way. Maybe I'm conflating the possibility of a SEC settlement retraction resulting from Musk's latest round of tweets with the "judge decision."

Let me rephrase the question, what are the chances that one week from now the SEC settlement as we know it still holds? whether from the SEC being butt-hurt and pulling out or the judge amending terms etc

Quote

10-08-2018 , 11:39 PM

#5748

protonewb

journeyman

Join Date: Feb 2017 Posts: 387

The SEC settlement will happen, it's a done deal. It's the Justice department that will make news, but that will be a few months away.

Quote

10-08-2018 , 11:46 PM

#5749

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,781

I'd be very surprised if anything comes out of that investigation. DOJ and SEC tend to defer to each other once a settlement has been reached. They probably keep the file open and will warn TSLA against some behavior (such as by making a thinly veiled threat of litigation if Musk doesn't muzzle his mouth) but it's highly unlikely they have more than a couple junior lawyers putting in significant time on this.

Quote

10-09-2018 , 12:34 AM

#5750

protonewb

journeyman

Join Date: Feb 2017 Posts: 387

This is not true at all. Martha Stewart settled with the SEC (paid a big fine, and was forced to step down from her company for 5 years) and the DOJ still went after her.

Quote

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