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Page 344 of 619

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05-28-2019 , 01:23 AM

#8576

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

Quote:

Originally Posted by case3

while a straight short is just about as good now as it was at 300.

I'm not sure that's the case. The stock is down a lot but we're still at a pretty insane enterprise value. Demand death has been confirmed (at 300 that wasn't yet the case) and there's no path to profitability in sight. Nothing short of the FSD hail mary coming through (lol) or massive new EV subsidies can save this company.

Quote

05-28-2019 , 01:44 AM

#8577

case3

adept

Join Date: Jul 2007 Posts: 774

Those seem like points in favor of 200 being an equal or better short than 300. At 300 you had years of chop and possible runs up to 4 or 500 on god knows what pump. At 200 here with your stated conditions the only way is down somewhat quickly. A relatively painless 200 to 50 over a year is far better than 300 to 50 (almost the same % return) that has squeezes, borrow fees, uncertainty, and ties up collateral for years.

Quote

05-28-2019 , 02:25 AM

#8578

stinkypete

Carpal \'Tunnel

Join Date: Jul 2004 Posts: 15,783

I'm saying it's a better short now

Quote

05-28-2019 , 09:15 AM

#8579

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Fun read how bankers are gutting this pig for all its worth

https://www.valuewalk.com/2019/05/te...ankers-ripoff/

Quote

05-28-2019 , 12:42 PM

#8580

NLSoldier

Carpal \'Tunnel

Join Date: Feb 2004 Posts: 24,252

My only positions right now are some June 2019 100 puts and Jan 2020 200 puts. You guys think just shorting it is the best way to add on at this point?

Quote

05-28-2019 , 01:13 PM

#8581

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by NLSoldier

My only positions right now are some June 2019 100 puts and Jan 2020 200 puts. You guys think just shorting it is the best way to add on at this point?

Seems the safest bet since the only thing working against you is some weird govt bailout/subsidy program. Obviously requires more capital to back it. Short shares is my biggest position.

I can’t help but to buy a few YOLO puts tho and still hold some Jan 2020 and June 2020s as well

If I thought about it rationally and professionally it seems like selling call spreads would be the easiest money since all the options are super expensive.

So basically I have no clue

Quote

05-28-2019 , 01:19 PM

#8582

coordi

Carpal \'Tunnel

Join Date: May 2007 Posts: 23,699

I've been selling call spreads since the actual finance terms came out. I'm a poor though, and don't have the liquid to substantially short Tesla.

Quote

05-28-2019 , 04:32 PM

#8583

JKC

grinder

Join Date: Aug 2018 Posts: 548

Quote:

Originally Posted by coordi

I've been selling call spreads since the actual finance terms came out. I'm a poor though, and don't have the liquid to substantially short Tesla.

Been planning to do this for months but just haven't.

Quote

05-28-2019 , 05:40 PM

#8584

JKC

grinder

Join Date: Aug 2018 Posts: 548

Not sure if big deal but IB increasing margin requirement on TSLA to 40% from 30%:
https://twitter.com/Keubiko/status/1133479081670897664

Quote

05-28-2019 , 05:44 PM

#8585

m_reed05

Carpal \'Tunnel

Join Date: Oct 2006 Posts: 8,611

Quote:

Originally Posted by JKC

Not sure if big deal but IB increasing margin requirement on TSLA to 40% from 30%:
https://twitter.com/Keubiko/status/1133479081670897664

I found out today schwab is up to 60% on tsla.

Quote

05-28-2019 , 05:48 PM

#8586

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

How painful. You're just hanging in there and then you have to sell at lows.

And with the Friday China pump announcement coming up as well.

Quote

05-28-2019 , 06:15 PM

#8587

BooLoo

adept

Join Date: Oct 2013 Posts: 945

what is he even going to announce that's not going to fall flat like model y and autonomy day?

m3 demand in china lastet what? 2 months? that's not going to change just because they start building the cars there.

Quote

05-28-2019 , 06:27 PM

#8588

de captain

Pooh-Bah

Join Date: Mar 2008 Posts: 5,514

I have it on good authority that they'll be building a hyperloop between the China and US factories. The hyperloop will be completed by July 2020. It will only be for use by Tesla employees, Tesla manufacturing, and people who prepay in full for a Chinese Model 3.

If you pay in full now for your Chinese Model 3 it will entitle you to free use of the hyperloop between China and the US so you can cross the Pacific in 4 hours, in the comfort of your own car/robotaxi/ appreciating asset.

Available for a very limited time only obviously.

Quote

05-28-2019 , 06:34 PM

#8589

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Musk will have the last laugh when he comes out with his TeslaCoin/MarsCoin (the future currency of Mars, redeemable for a 5% discount on Teslas and lotto draws for Model 3/S/X and the first space rides) and starts the biggest short squeeze ponzi in history.

Quote

05-29-2019 , 03:40 AM

#8590

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Quote:

Originally Posted by MyrnaFTW

https://www.youtube.com/watch?v=e93z4pL0Y8E&t=1020s

Is this GFilche kid at hyperchange drinking the kool aid 100% (not to mention all the comments) or am I off here that he might have some valid points ?

GFilche update. The dude is so desperate he drove to Omaha to try and get a meeting with Buffett.

Last edited by ToothSayer; 05-29-2019 at 03:46 AM.

Quote

05-29-2019 , 07:45 AM

#8591

thethrill009

adept

Join Date: Jan 2009 Posts: 830

any thoughts on the better short from here: the equity or the bonds?

Quote

05-29-2019 , 08:56 AM

#8592

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by ToothSayer

GFilche update. The dude is so desperate he drove to Omaha to try and get a meeting with Buffett.

parody account (where the real account also seems like a parody but isnt)

Quote

05-29-2019 , 09:37 AM

#8593

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

yeah that bit is but the dude is actually in Omaha trying to get a meeting or at least deliver a letter about Tesla to Buffett.

Quote

05-29-2019 , 09:59 AM

#8594

Didace

Carpal \'Tunnel

Join Date: Nov 2009 Posts: 20,391

It looks like everything is going to be fine at Tesla. Musk is rejiggering the factory.

Quote

05-29-2019 , 10:11 AM

#8595

Spurious

Carpal \'Tunnel

Join Date: Aug 2006 Posts: 18,593

Quote:

Originally Posted by ToothSayer

yeah that bit is but the dude is actually in Omaha trying to get a meeting or at least deliver a letter about Tesla to Buffett.

There are people camping outside of Tesla parking lots and personally count the cars. How is this any different? There are nutjobs everywhere.

Quote

05-29-2019 , 11:03 AM

#8596

BooLoo

adept

Join Date: Oct 2013 Posts: 945

one is a legit way to get an information advantage that people in many cases get paid for and the other is begging a billionaire for money.

Quote

05-29-2019 , 11:11 AM

#8597

jb514

veteran

Join Date: Oct 2009 Posts: 2,837

Quote:

Originally Posted by Spurious

There are people camping outside of Tesla parking lots and personally count the cars. How is this any different? There are nutjobs everywhere.

lol, people made **** heaps of money by counting the cars being produced and shipped. A letter to Buffet won't do anything

Quote

05-29-2019 , 01:12 PM

#8598

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by Spurious

There are people camping outside of Tesla parking lots and personally count the cars. How is this any different? There are nutjobs everywhere.

wtf, out of all the Spurious posts, which range a wide array of Average to extremely low quality, this might possibly be the worst of all of them

Quote

05-29-2019 , 01:36 PM

#8599

btc

Challah Atcha

Join Date: Dec 2017 Posts: 2,576

Quote:

Originally Posted by ToothSayer

Don't forget that tesla coins are the only clean crypto using 100% renewable energy from wireless solar powered roof tiles and can be mined by robotaxi's equipped with energy sharing technology.