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TSLA showing cracks? TSLA showing cracks?

06-05-2020 , 11:12 PM
Quote:
Originally Posted by syndr0me
Musk says first cargo trip to Mars in 2022, and manned mission in 2024

It takes a certain kind of special to believe anything this dude says.

Why is the Mars cargo mission hard to believe?

Opportunity was active on Mars from 2004 to 2018. Other organizations have landed cargo on Mars with varying degrees of success. The launch window is a constraint (without which they maybe could have done it sooner). What makes you think SpaceX can’t achieve this mission?

The manned mission timeline seems ambitious to me but I hope they do it.
TSLA showing cracks? Quote
06-06-2020 , 07:30 AM
More like:
2013: Tesla is showing cracks
2014: Here is a new crack, this is gonna the big one
2016: Here is a new crack, new Enron
2017: Here is a new crack, this is getting ridiculous
2018: Here is a new crack, lol longs
2019: Here is a new crack, valuation doesn’t make sense
2020: Here is a new crack, see still a fraud

Maybe title should be TSLAQ looking for cracks. Even though all these cracks that were sure to bankrupt them, Tesla is still here. In ~one year with 3 factories pumping out >250k cars/quarter. Let me make a prediction, Q3 Tesla will deliver >150k vehicles and make their biggest profit yet.

Took some profits and got myself this one:


Best car I have ever driven. Doors are a bit gimmicky but ride quality and software is amazing. Plugshare app and 500km range makes it easy to get by, the future is electric.
TSLA showing cracks? Quote
06-06-2020 , 07:41 AM
More like: heltok turns up whenever the stock price is way up, and slinks away when the stock price is down. Congrats on taking (some) profit and spending it on a nice car though. Selling here is a great trade.

Hopefully your predictions will go better than your last one - they were going to be making billions in profits from every segment last year (including Tesla energy and solar roofs! lol) according to the models you posted in 2017. People bought up the stock on that insanely wrong thesis.

Quote:
Originally Posted by ToothFerry
Everybody can appreciate analysis but you calling Tesla / Musk fraud for years while they revolutionize the whole industry is a joke.
Musk is a proven fraud who has endlessly used straight up fraud and lies to pump his stock. Disagreeing with that is like disagreeing that water is wet. It boggles the mind.

Also, Musk hasn't revolutionized the whole industry. WTF? He made 360K cars of 75 million sold last year - that less than 0.5% of the global car market - and he only managed with massive amounts of taxpayer money, endless secondaries and massive losses despite all of this.

The question is, how deep does the fraud go? I'm not on board with the thesis that there's widespread accounting fraud at Tesla. It's possible - the likelihood that his fraud stops at his blatant public ones is near zero - but it's not part of the thesis for me. It is for some bears.
Quote:
You're a fraud and partly responsible for lots of people here losing their money or missing opportunity.
Funny how you didn't post this at $190 a year ago?

Yeah man, telling people to get short before demand death and then to cover at $190 cost them a lot of money. Telling people to buy Tesla puts at $900 before corona 10+ bagged those puts "cost them a lot of money". Put down the pipe son, it's rotting your mind.

Last edited by ToothSayer; 06-06-2020 at 07:50 AM.
TSLA showing cracks? Quote
06-06-2020 , 07:52 AM
If fraud is creating the greatest product in the industry - far superior than any competitor - product that has demand way higher than the production capability, then this is the greatest fraud in the history and everybody want to be in it.

Funny how you can't grasp why people want the best and cheapest product. It must be a fraud because you shorted it.
TSLA showing cracks? Quote
06-06-2020 , 08:07 AM
Anyone given a $20,000 subsidy per car in losses and taxpayer dollars can easily create the best car in the industry at that price point.

And they don't even have that. No one wants a Tesla anymore in Norway for example because alternatives like Taycan and iPace are superior to S&X respectively.

Quote:
product that has demand way higher than the production capability
You actually believe this? Amazing.
TSLA showing cracks? Quote
06-06-2020 , 08:48 AM
Selling every car they can make - and that is without spending single dollar into advertisements. Why would anyone buy the best product? The competition with lesser products will outsell Tesla and the numbers must be fabricated because you shorted the stock.

Its funny how you find one country out of all - on the other side of the world, where Tesla is not outselling everybody. Guess what? They can't sell cars that they can't make.

California: Tesla Model 3 Was The Best Selling Car In Q1 2020

https://insideevs.com/news/426084/ca...ie_V-LivZ_dBBA

Tesla Model 3 dominates UK, sells more units than 2nd and 3rd most popular EVs combined

https://www.teslarati.com/tesla-mode...il-2020-sales/

You just need to justify you being wrong somehow in your brain by rationalizing excuse after another. If you could admit your mistakes and learn from them you'd benefit a great deal.

EDIT:
Now waiting for you to come back saying their product isn't superior because one of their cars had a steering wheel fall of or something equally stupid.

Last edited by ToothFerry; 06-06-2020 at 08:54 AM.
TSLA showing cracks? Quote
06-06-2020 , 10:22 AM
Quote:
Originally Posted by ToothSayer
More like: heltok turns up whenever the stock price is way up, and slinks away when the stock price is down. Congrats on taking (some) profit and spending it on a nice car though. Selling here is a great trade.

Hopefully your predictions will go better than your last one - they were going to be making billions in profits from every segment last year (including Tesla energy and solar roofs! lol) according to the models you posted in 2017. People bought up the stock on that insanely wrong thesis.
You sure like to bring up that someone else’s bull case model that I quoted on request. Poor people who listened to it in 2017, they should have listen to you and shorted the stock instead.

2021 is gonna sound exactly the same as 2020, stock price is gonna be high, Tesla is still a fraud, bears were right, stupid bulls got rich. When Tesla passes $1T market cap it is still gonna be a fraud.
TSLA showing cracks? Quote
06-06-2020 , 02:57 PM
You quoted it thinking it was reasonable or at least plausible, which proves that's you're very irrational on this company as the odds of if happened were a lol zero. You were highly irrational on the odds of them getting out self driving - I owned you on that despite me being a layman and you claiming to work in the field. How did you get so comically wrong with all the evidence against your position laid out for you?

That same mind is predicting the future of Tesla now.
Quote:
Originally Posted by ToothFerry
Selling every car they can make - and that is without spending single dollar into advertisements.
They don't sell every car they can make. This is Musk the fraud downloading bullshit into your brain. In 2019 they dropped Model S & X prices 40,000 euros overnight and still sold far less than their lines can produce because

a) They sell every car they can make
b) They don't sell every car they can make.

Quote:
Why would anyone buy the best product? The competition with lesser products will outsell Tesla and the numbers must be fabricated because you shorted the stock.
I haven't shorted the stock. You're arguing with a fictional character in your head, such is your religious-level zeal.

Quote:
Its funny how you find one country out of all - on the other side of the world, where Tesla is not outselling everybody.
Actually, Tesla lost market share across Europe to other EVs, and they don't even have compelling offerings yet because they're just compliance models they don't even want to sell. This is changing now that the economics of batteries are starting to make sense. I've always said that 2021/2022 is the year EVs mainstream because their price point makes economic sense vs ICE.

Quote:
Guess what? They can't sell cars that they can't make.
Yeah except that's not true. They can't sell the car they make. Which is why they have to sell them at a massive loss for 10 years even with large government subsidies. Economics, how does it work?
Quote:
California: Tesla Model 3 Was The Best Selling Car In Q1 2020
Tesla Model 3 dominates UK, sells more units than 2nd and 3rd most popular EVs combined

You just need to justify you being wrong somehow in your brain by rationalizing excuse after another. If you could admit your mistakes and learn from them you'd benefit a great deal.

Now waiting for you to come back saying their product isn't superior because one of their cars had a steering wheel fall of or something equally stupid.
S&X are inferior to other offerings. When other superior offerings came along, their sales tanked and stock crashed to $190.

Model 3 is currently the best at its price point for a cheap sexy electric sports car. That is ending, like it did for S&X.
TSLA showing cracks? Quote
06-06-2020 , 03:42 PM
Quote:
Originally Posted by ToothSayer
You quoted it thinking it was reasonable or at least plausible, which proves that's you're very irrational on this company as the odds of if happened were a lol zero.
Why are we even debating this still?! But yeah it was plausible, in 2017 the bull case numbers for 2019 were close to what will be actual numbers in 2020. It was a bull case, you don’t expect outcome to be better than the bull case.

Maybe I am irrational on TSLA, the future will tell. Probably you are also as you seem to get very agitated and spend an unhealthy amount of energy on this forum.

Anyway, I am done wasting time on you this time. See you a while after battery day maybe. Hopefully Elon will present his plan to have 50% growth rate for the next decade. Should seem pretty delusional to you bears and when he fails and only manages to get 30% you can say that you were right.
TSLA showing cracks? Quote
06-08-2020 , 05:38 AM
Quote:
Originally Posted by heltok

Took some profits and got myself this one:

Cuckmobile.
TSLA showing cracks? Quote
06-08-2020 , 09:36 AM
stonk price 930 i'm a cuck
TSLA showing cracks? Quote
06-08-2020 , 09:58 AM
Seems like the stock going up hurts their chances for a raise no?
TSLA showing cracks? Quote
06-08-2020 , 09:59 AM
put in a small order to sell at 950 why not
TSLA showing cracks? Quote
06-08-2020 , 10:17 AM
Quote:
Originally Posted by heltok
2013: Tesla is showing cracks
2014: Here is a new crack, this is gonna the big one
2016: Here is a new crack, new Enron
2017: Here is a new crack, this is getting ridiculous
2018: Here is a new crack, lol longs
2019: Here is a new crack, valuation doesn’t make sense
2020: Here is a new crack, see still a fraud

Maybe title should be TSLAQ looking for cracks. Even though all these cracks that were sure to bankrupt them, Tesla is still here.
TSLA patching cracks
TSLA showing cracks? Quote
06-08-2020 , 12:48 PM
Quote:
Originally Posted by syndr0me
Seems like the stock going up hurts their chances for a raise no?

Why would it
TSLA showing cracks? Quote
06-08-2020 , 03:42 PM
Quote:
Originally Posted by ibavly
Why would it
Lower demand at this absurd price
TSLA showing cracks? Quote
06-08-2020 , 04:37 PM
Lol at last few posts itt. Some things that need to be said:

*Tesla might have the best product but even if they do, it is not by a lot. They have the best marketing & PR ("and they don't even spend a dollar on marketing" yeah yeah). Their product isn't like a magical unicorn you can only get if you buy a Tesla. They are not that different or amazing.

*"selling every car they make" is definetely a very LOL-statement to make when you consider their P&L, CF and ASP history. They have 2 good quarters and people suddenly forget how much money they burned getting here.

*Shitting on TS for reality being different from his predictions is like shitting on the weather man because it rains when he said it would be sunny. You are not good at reading analyses if you just take everything at face value. You are supposed to be critical, use your own expertise, form your own opinions, etc. People who just follow others their analysis blindly are just useless. And even after all that, chaos just ****ing happens. Whatever you think of Tesla, everyone has to agree that Tesla is an impossible-to-predict insane story. Find some of TS his old posts where you can say "in hindsight, this was completely wrong/ridiculous". I don't think there are a lot. And don't say "TS said x" because it is clear that pretty much everyone here is terrible at paraphrasing what TS said. Dig up actual posts, it aint hard.
TSLA showing cracks? Quote
06-08-2020 , 04:59 PM
good post but i would say *please don't* dig up old posts just to try to show that someone was wrong at a certain point in time. it's really annoying and those posts are why the trading thread is borderline unreadable (imo of course).
TSLA showing cracks? Quote
06-08-2020 , 05:04 PM
Quote:
Originally Posted by Xkf
good post but i would say *please don't* dig up old posts just to try to show that someone was wrong at a certain point in time. it's really annoying and those posts are why the trading thread is borderline unreadable (imo of course).
+1

Besides, creating gimmick accounts and searching for old posts has the exact opposite effect the people doing that think it has.
TSLA showing cracks? Quote
06-08-2020 , 05:34 PM
Quote:
Originally Posted by syndr0me
Lower demand at this absurd price

So price the offering where there is demand? Seems unlikely that a high stock price hurts ability to raise
TSLA showing cracks? Quote
06-08-2020 , 06:33 PM
Quote:
Originally Posted by ibavly
So price the offering where there is demand? Seems unlikely that a high stock price hurts ability to raise
It does if the people with all the money don't think the stock is worth it either to hold or to flip immediately.
TSLA showing cracks? Quote
06-08-2020 , 08:25 PM
Quote:
Originally Posted by ibavly
So price the offering where there is demand? Seems unlikely that a high stock price hurts ability to raise
That would kill momo. If an equity raise was priced at 500-600 for institutions to immediately dump, what happens? (Assuming we don't have the massive Option dealer convexity squeeze that we had in February)

If Elon does end up getting undone because the stock price went too high from lunatic bulls, then that would be extremely hilarious. I would buy and frame a stock certificate just so I could look at it every day and laugh.
TSLA showing cracks? Quote
06-08-2020 , 11:43 PM
That all seems circular. If with $900 stock you think they need to raise at $600, do you think with $700 stock they’d be able to raise at fair?

I don’t think that makes any sense
TSLA showing cracks? Quote
06-09-2020 , 03:42 AM
Quote:
Originally Posted by Morishita System
That would kill momo. If an equity raise was priced at 500-600 for institutions to immediately dump, what happens? (Assuming we don't have the massive Option dealer convexity squeeze that we had in February)

If Elon does end up getting undone because the stock price went too high from lunatic bulls, then that would be extremely hilarious. I would buy and frame a stock certificate just so I could look at it every day and laugh.
Raising capital via new stock issuance is generally viewed as dilutive. How it affects stock price is an “it depends” type of thing.
TSLA showing cracks? Quote
06-09-2020 , 11:16 AM
Quote:
Originally Posted by ibavly
That all seems circular. If with $900 stock you think they need to raise at $600, do you think with $700 stock they’d be able to raise at fair?

I don’t think that makes any sense
The problem is that if the Tesla bulls think the value is $900, but the smart money thinks the value is $600 and they issue at that price, the dumb money that Tesla relies on might start to realize that they are dumb money.
TSLA showing cracks? Quote

      
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