TSLA showing cracks? - Page 525 - Business, Finances and Investing Forum

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08-31-2020 , 09:14 PM

#13101

rickroll

Questionable Taste

Join Date: Aug 2011 Posts: 26,045

Quote:

Originally Posted by JohnCleese

Woke up this morning and my phone said Tesla down 79%.

it's actually kind of funny seeing the "zomg what happened to tesla by a bunch of people who own it"

Quote

09-01-2020 , 04:55 AM

#13102

fakekidpoker

old hand

Join Date: Jul 2011 Posts: 1,269

Tesla up 7% ($36) in pre market so far.

Can it get back up to 2k by Prime Day?

Quote

09-01-2020 , 08:23 AM

#13103

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

$5b raise, smart move imo, buys a super long timeline to, eventually, buyout a large legit company in a stock transaction (I'm sure there are boards out there that would approve this at the right "price")

The BK thesis is pretty close to dead at this point barring Tesla not being allowed to raise capital (lol)

Quote

09-01-2020 , 08:46 AM

#13104

BooLoo

adept

Join Date: Oct 2013 Posts: 945

straight up bankruptcy has been mostly out of the picture since their last raise.

but there's no meaningful difference between the bankruptcy thesis and just being valued as a car company anyway. if they lose the narrative or show no growth and get valued at a car company multiple, stock drops 95%+ and you most likely get a bankruptcy anyway.

Quote

09-01-2020 , 09:34 AM

#13105

fanmail

Carpal \'Tunnel

Join Date: Jun 2005 Posts: 32,698

this thing is done, best take your mega profits

Quote

09-01-2020 , 09:46 AM

#13106

coordi

Carpal \'Tunnel

Join Date: May 2007 Posts: 23,699

That 500c would have been worth ~40 this morning if they didn't make the offering. Bummer. Sold for 18.50

5billion is only 1% dilution lol.

Quote

09-01-2020 , 10:45 AM

#13107

Jcrew

grinder

Join Date: Dec 2004 Posts: 550

One catalyst that may knock down the Tesla narrative if there exist a legacy maker that outsells Tesla in EV's over two quarters. VW in late 2021?

Quote

09-01-2020 , 11:01 AM

#13108

snowie963

banned

Join Date: Sep 2019 Posts: 1,484

Quote:

Originally Posted by coordi

That 500c would have been worth ~40 this morning if they didn't make the offering. Bummer. Sold for 18.50

5billion is only 1% dilution lol.

Did Nazi that coming

Quote

09-01-2020 , 11:04 AM

#13109

calmasahinducow

old hand

Join Date: Jan 2005 Posts: 1,807

Quote:

Originally Posted by fanmail

this thing is done, best take your mega profits

Battery day on September 21 which is after the monthly expiry. Gamma going to pull it to at least 600.

Quote

09-01-2020 , 11:15 AM

#13110

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

can someone smarter than me explain what the deal is with an ATM offering? does this just mean they can basically issue stock at market price whenever they want to?

Quote

09-01-2020 , 11:39 AM

#13111

BooLoo

adept

Join Date: Oct 2013 Posts: 945

don't know if i'm smarter, but yes, they are just selling new shares on the open market.

Quote

09-01-2020 , 03:54 PM

#13112

Krax

Pooh-Bah

Join Date: Jun 2009 Posts: 5,914

Quote:

Originally Posted by Jcrew

One catalyst that may knock down the Tesla narrative if there exist a legacy maker that outsells Tesla in EV's over two quarters. VW in late 2021?

yeah right good luck with that one

literally more likely that elon steps down to go fishing in alaska.

Tesla is in a bubble fueled by retail strength, but they will have effective monopoly in the EV market in the foreseeable future. There is just no real competition.
Valuation prices in a lot of other stuff though.

Quote

09-01-2020 , 04:57 PM

#13113

Van Gogh

centurion

Join Date: May 2011 Posts: 182

Any chance Tesla will buy one of the traditional carmakers? ~15% capital raise would already be enough to buy BMW or Daimler.

Combining Tesla's EV knowledge (they undoubtedly are market leader) with engineering experience/quality of some other carmaker (basically any carmaker is miles ahead) could legitimately be a game changer.

Quote

09-01-2020 , 05:15 PM

#13114

BooLoo

adept

Join Date: Oct 2013 Posts: 945

yeah, let's put a 40x revenue multiple on daimler or bmw. that would be fun.

Quote:

Originally Posted by Jcrew

One catalyst that may knock down the Tesla narrative if there exist a legacy maker that outsells Tesla in EV's over two quarters. VW in late 2021?

from what i see, if they don't come up with acceptable leasing plans in germany, vw could overtake them as early as q1.
europe, especially germany, is the biggest growth market and tesla is shrinking over there.

Last edited by BooLoo; 09-01-2020 at 05:21 PM.

Quote

09-02-2020 , 09:57 AM

#13115

jonnyman34

adept

Join Date: Nov 2010 Posts: 883

TSLA showing cracks?

Quote

09-02-2020 , 10:01 AM

#13116

Love Sosa

veteran

Join Date: Jan 2013 Posts: 2,308

Quote:

Originally Posted by jonnyman34

TSLA showing cracks?

the thread that put BFI on the map.

Quote

09-02-2020 , 10:14 AM

#13117

Jcrew

grinder

Join Date: Dec 2004 Posts: 550

Quote:

Originally Posted by BooLoo

Mostly I am referring to world wide sales. In Europe Tesla is already left for dead. Euro models will not heavily ramp in the US until 2022. China model 3 sales seems to be have flatlined in growth at 11.5K/month in recent months with a MIC production capacity of 15K/month. As long as they have plurality in worldwide sales, it gives room for alot room for rationalizations for the lack of sales growth.

Quote

09-02-2020 , 11:19 AM

#13118

Jcrew

grinder

Join Date: Dec 2004 Posts: 550

Also I predict an announcement of a Model 2 hatchback of some sorts within the next quarter starting at around 25K.

Quote

09-02-2020 , 11:27 AM

#13119

BooLoo

adept

Join Date: Oct 2013 Posts: 945

Quote:

Originally Posted by Jcrew

i'm speaking about world wide sales. the way it looks now, vw will overtake them some time next year.

Quote

09-02-2020 , 11:37 AM

#13120

jonnyman34

adept

Join Date: Nov 2010 Posts: 883

Wow, this is quite the drop. Wonder where it ends....

Quote

09-02-2020 , 11:52 AM

#13121

Didace

Carpal \'Tunnel

Join Date: Nov 2009 Posts: 20,391

$420 secured.

Quote

09-02-2020 , 02:19 PM

#13122

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

Quote:

Originally Posted by BooLoo

don't know if i'm smarter, but yes, they are just selling new shares on the open market.

thanks, i guess now anticipating some "leaked" delivery emails through electrek and they can freely sell into the pump

fwiw i do expect record deliveries this quarter so probably going to pick up some calls at the beginning of october. no idea what stonk will do during september, could easily pump back to ATH on battery day whatever pumps or gamma bs and could also easily crash if nasdaq ever has a red day (unlikely). still have some nov/jan puts.

also seeing some ppl floating idea that s&p announces decision this friday???