TSLA showing cracks? - Page 246 - Business, Finances and Investing Forum

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TSLA showing cracks?

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10-30-2018 , 09:49 AM

#6126

bip!

Slow Pony

Join Date: Oct 2012 Posts: 14,276

The stats I see show that shares stayed steady Q2 to Q3 at 170 million?

Quote

10-30-2018 , 12:02 PM

#6127

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Thats basic look at diluted

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10-30-2018 , 04:37 PM

#6128

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,782

Diluted includes shares from unexercised options and convertible bonds.

It probably means TSLA is handing out options like candy. But we knew that.

Quote

10-30-2018 , 05:38 PM

#6129

BooLoo

adept

Join Date: Oct 2013 Posts: 945

Quote

10-30-2018 , 06:18 PM

#6130

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by grizy

Diluted includes shares from unexercised options and convertible bonds.

It probably means TSLA is handing out options like candy. But we knew that.

Compare it to PQ, im not dosagreeing but 8m!

Quote

10-30-2018 , 06:42 PM

#6131

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,782

Without looking it up, I am guessing it’s mostly Musk’s insane incentive plan that has the potential to give him like 10% of the company post dilution

Quote

10-30-2018 , 07:50 PM

#6132

jvds

adept

Join Date: Apr 2013 Posts: 1,176

It’s bc they had positive earnings. Options are anti dilutive if you have an eps loss and don’t need to be included in the diluted sh count.

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10-31-2018 , 06:57 PM

#6133

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,782

Quote:

Originally Posted by jvds

It’s bc they had positive earnings. Options are anti dilutive if you have an eps loss and don’t need to be included in the diluted sh count.

Quote

11-01-2018 , 02:49 PM

#6134

a_r_K

journeyman

Join Date: Aug 2015 Posts: 338

Damn nearly at $350 now, wonder what comes first $300 or $400. Must be tons of stops on both sides.

Quote

11-01-2018 , 03:15 PM

#6135

JKC

grinder

Join Date: Aug 2018 Posts: 548

Been so quiet the past week. That has to be good for tesla. Seems like most news is bad news .

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11-01-2018 , 03:21 PM

#6136

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by JKC

Been so quiet the past week. That has to be good for tesla. Seems like most news is bad news .

Not only news, but information of any kind is bad for TSLA. fElon knows this. That's why they're taking forever to release the 10Q. It'll likely go a long way in exposing how manipulated the 3q numbers and guidance were.

Quote

11-01-2018 , 03:44 PM

#6137

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Horrible delivery numbers for October. The loser Elon Musk is so desperate to keep his stock pumped, InsideEV publishes them in a fluff article (rather than the horrible, numbers hitting organically without commentary), then he responds immediately with this:

https://twitter.com/elonmusk/status/1058080219041456128

You'd think he'd be busy, you know, running a car company, rather than being so desperate to pump his stock that he calls in favors and responds immediately during the work day?

Despite the desperate spin, these numbers are really bad, for S & X as well.

https://insideevs.com/tesla-model-3-...-october-2018/

Quote:

Our initial estimates, which will be updated once again later today, peg Tesla Model 3 sales at 17,750 in the U.S. in October

(September had 22,250 units)

Quote:

For September, we estimate the following for sales of these two Teslas:

Tesla Model S – 1,350 units in October
Tesla Model X – 1,225 units in October

Both of those figures are well below September’s results when our estimates put both cars at a volume of 3,750 for the Model S and 3,975 for the Model X.

Good spot for puts at $344 here; ripping market is unfortunate.

Last edited by ToothSayer; 11-01-2018 at 03:53 PM.

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11-01-2018 , 03:51 PM

#6138

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

yeah man, that probably took tens of seconds. Whole day shot!

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11-01-2018 , 03:57 PM

#6139

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

never mind that a CEO taking an active role in investor relations and shaping the message and story of a company is not at all unusual in American business.

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11-01-2018 , 04:00 PM

#6140

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Because saying that the numbers are "wrong" without elaboration shows how honest and well-adjusted he is

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11-01-2018 , 04:02 PM

#6141

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Quote:

Originally Posted by SenorKeeed

never mind that a CEO taking an active role in investor relations and shaping the message and story of a company is not at all unusual in American business.

Agreed, conmen usually try to stay completely on top of PR.

Genuine businessmen on the other hand just get on with you know, the work day, actual customer relations, etc, rather than trying to spin bad numbers to keep their stock up. Since that's the only thing that matters (how well you make cars and look after customers, not delivery numbers.). But Musk is a fraud trying to pump the stock, so...we get this.

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11-01-2018 , 04:03 PM

#6142

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

He did elaborate?

"but bear emoji in brain emoji Tesla makes car emojis 4 overseas & East Coast in 1st half of quarter"

Quote

11-01-2018 , 04:08 PM

#6143

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

Quote:

Originally Posted by ToothSayer

I mean you can pretend that the sort of thing that Musk is doing isn't a huge part of a high profile CEO's job, but it absolutely is. Telling and selling the story of a company is part of a CEO's job, internally and externally. Most CEOs don't have to deal with the sort of microscopic attention like "extrapolated monthly production numbers are down!" but if they were getting that sort of attention you can bet that they or their minions would point out that those numbers are wrong if they were incorrect.

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11-01-2018 , 04:10 PM

#6144

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

I've never seen this kind of behavior in years of watching the stock market and news flows day in, day out.

You claim it's "normal", even a "huge part" of his job, instantly refuting delivery numbers on Twitter. Everyone here who watches the markets is laughing at you.

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11-01-2018 , 04:14 PM

#6145

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

Certainly most CEOs don't use twitter for doing that sort of thing. But of course other CEOs do similar things to define the stories being told about the company. They make media appearances, talk to the press, whatever.

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11-01-2018 , 04:15 PM

#6146

btc

Challah Atcha

Join Date: Dec 2017 Posts: 2,576

"Car will drive to your phone location & follow you like a pet if you hold down summon button on Tesla app," Musk said.

"Also, you'll be able to drive it from your phone remotely like a big RC car if in line of sight," he added.

https://www.businessinsider.com/elon...phones-2018-11

Just another thursday at tesla.

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11-01-2018 , 04:15 PM

#6147

SenorKeeed

mew mew mew

Join Date: Jul 2006 Posts: 37,478

And it took Elon like 20 minutes to respond to the news article tweet. But man, you posted it ITT in six minutes. Sad!

Quote

11-01-2018 , 04:20 PM

#6148

btc

Challah Atcha

Join Date: Dec 2017 Posts: 2,576

One of these weeks he'll say that its going to do vertical takeoff and when you get up to 88 mph,... watch this go to $4000

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11-01-2018 , 04:25 PM

#6149

MrFeelNothin

Pooh-Bah

Join Date: Sep 2004 Posts: 4,457

Keeeeeeed,

Bear in mind that InsideEv's sales numbers are likely leaked directly from Tesla.

Quote

11-01-2018 , 07:22 PM

#6150

Toe Jam and Earl

enthusiast

Join Date: Sep 2008 Posts: 93

Wait, so they are estimated to have shipped 30k cars in September but only 20k in October? Did they give everybody a week off after working 120 hrs/week in Sept.? I don't understand how the S and X numbers can go from 3750 to 1350 and 3975 to 1225.

Also,

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