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    Re: Tesla Roadster

    Kind of funny. The reality is that the largest shareholders probably don't care and aren't going to do anything about it. The modest drop indicated most shareholders don't care either.


    Re: Tesla Roadster

    Options were anticipating a 8% move so there won’t be any panic selling unless it drops 12-15% or more.


    Re: Tesla Roadster

    Boxster Coupe GTS:
    Boxster Coupe GTS:

    ***** Tesla Inc. Q1 2018 Financial Results and Q&A Webcast *****

    • Wednesday 2nd May 2018 at 2:30pm PT (Pacific Time)

    Link: http://ir.tesla.com/eventdetail.cfm?EventID=188711

    Tesla Inc. Q1 2018 Results

    Link: http://ir.tesla.com/eventdetail.cfm?EventID=188711

    PDF Link: http://files.shareholder.com/downloads/ABEA-4CW8X0/6239710163x0x979026/44C49236-1FC2-4FD9-80B1-495ED74E4194/TSLA_Update_Letter_2018-1Q.pdf

    Tesla Q1 2018 Conference Call -- Audio Replay... (1:13)

    Screen Shot 2018-05-03 at 15.21.36.png

    Link: https://earningscast.com/TSLA/20180502?autoplay=false


    Re: Tesla Roadster

    In Muskian Utopia this means nothing either. As Musk Berates Analysts, VW Unleashes a Massive Counterpunch https://www.bloomberg.com/news/articles/2018-05-03/as-musk-berates-analysts-vw-quietly-plots-massive-counter-punch


    Re: Tesla Roadster

    Be careful here. Musk isn't stupid. He must be extremely confident that his company will survive. Otherwise, he wouldn't act the way he did on the conference call.


    --

    Where the willingness is great, the difficulties cannot be great.


    Re: Tesla Roadster

    Speaking as a former equity analyst, don't piss off your analysts by doing stupid things like that. RBC is one of his lead underwriters and only got into the syndicate on the last deal so he's not going to get huge pushback from Spak but most of the hard questions are coming from analysts that aren't going to get paid from IB fees. It's just not worth the trouble to be pissy on these calls. 


    --

    Past-President, Porsche Club of America - Upper Canada Region


    Re: Tesla Roadster

    Maybe Musk is trying to increase the short sellers position for the mother of all short squeezes just before the convertibles reset early next year. That would be genius.


    Re: Tesla Roadster

    nberry:

    Be careful here. Musk isn't stupid. He must be extremely confident that his company will survive. Otherwise, he wouldn't act the way he did on the conference call.

    As stated several times before, one has no economic interest, either way, in Tesla.  Listened to the earnings call and can honestly state that something is up with the company, not in a positive way.   Musk became edgy when asked specifics about the Model 3, namely uptake rate from those with deposits on the Model 3.  The executive team goes silent for a noticeable period of time before Musk snarkily retorts and goes to a YouTuber for the next round of questions.  He never answered the conversion question.   Seen this type of behavior before and it usually ends with a bad outcome.  


    Re: Tesla Roadster

    nberry:

    Be careful here. Musk isn't stupid. He must be extremely confident that his company will survive. Otherwise, he wouldn't act the way he did on the conference call.

    ...exactly...he isn't stupid, so maybe showing that much of confidence is actually part of his (clever) plan to convince investors that he (Musk) is convinced that Tesla survives. Smiley


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


    Re: Tesla Roadster

    SciFrog:

    Maybe Musk is trying to increase the short sellers position for the mother of all short squeezes just before the convertibles reset early next year. That would be genius.

    Well, he is a genius, so why not? Let's see how this works out for him. Smiley

    I'm no genius, so I'm staying out of this (his?) game.


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


    Re: Tesla Roadster

    SciFrog:

    Maybe Musk is trying to increase the short sellers position for the mother of all short squeezes just before the convertibles reset early next year. That would be genius.

    Just like his self-proclaimed “revolution in manufacturing.”   Perhaps he’ll sell to his cult following replicas of his impotent Flufferbot, this is the name of a robot that couldn’t handle its tasks on the Model 3 line.  That should fill the coffers. 


    Re: Tesla Roadster

    Many missed that somewhere in there in called for yet another breakthrough in manufacturing for the model Y in 2020...


    Re: Tesla Roadster

    SciFrog:

    Many missed that somewhere in there in called for yet another breakthrough in manufacturing for the model Y in 2020...

    https://www.theverge.com/2018/5/2/17313026/tesla-model-y-elon-musk-production-manufacturing-revolution


    Re: Tesla Roadster

    CGX car nut:
    SciFrog:

    Maybe Musk is trying to increase the short sellers position for the mother of all short squeezes just before the convertibles reset early next year. That would be genius.

    Just like his self-proclaimed “revolution in manufacturing.”   Perhaps he’ll sell to his cult following replicas of his impotent Flufferbot, this is the name of a robot that couldn’t handle its tasks on the Model 3 line.  That should fill the coffers. 

    As genius as that might sound, it's rather improbable given that Elon Musk has pledged 13,774,897 of his Tesla shares (i.e. $3.8 billion at the current $276 share price) to secure certain personal indebtedness...

    1525364734594image.jpeg

    Link: https://www.sec.gov/Archives/edgar/data/1318605/000156459018009339/tsla-def14a_20180606.htm

    ...if or when the Tesla share price falls, Elon Musk is obliged to provide additional shares as collateral to secure his personal loans.

    Maybe he was just a little bit annoyed at the personal margin calls? Smiley


    Re: Tesla Roadster

    Comment was fatuous but the personal indebtedness is interesting.  This creates the incentive for Musk to talk up the stock to limit his downside exposure.  


    Re: Tesla Roadster

    CGX car nut:

    Comment was fatuous but the personal indebtedness is interesting.  This creates the incentive for Musk to talk up the stock to limit his downside exposure.  

    Thus be careful. This guy is a survivor. He admitted to the automation faux pax but is convinced he has rectified the situation by adding people. Also, there is a recently filed credible two billion dollar patent infringement lawsuit against the company. He's juggling a lot of balls.Smiley


    --

    Where the willingness is great, the difficulties cannot be great.


    Re: Tesla Roadster

    Maybe they'll have to raise capital, maybe the won't. Who knows? Either way, I really doubt they'll have issues raising capital.

    Dilution would be an excellent thing to do given the rich valuation.


    Re: Tesla Roadster

    nberry:
    CGX car nut:

    Comment was fatuous but the personal indebtedness is interesting.  This creates the incentive for Musk to talk up the stock to limit his downside exposure.  

    Thus be careful. This guy is a survivor. He admitted to the automation faux pax but is convinced he has rectified the situation by adding people. Also, there is a recently filed credible two billion dollar patent infringement lawsuit against the company. He's juggling a lot of balls.Smiley

    There are enough prior art issues to have this frivolous suit dismissed.


    Re: Tesla Roadster

    601BEDFD-6D78-44B9-97BA-4AA93D2F8098.pngSpeaking of Tesla and Germany...

     


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


    Re: Tesla Roadster

    "Snort" Ssangyong outselling Tesla in Germany!  


    Re: Tesla Roadster

    Tesla deliver most EU cars last month each quarter and fewest the first month in each quarter. They normally deliver up to 70% of the cars sold that quarter the last month. Due to regional planning in the factory.

    Not saying that the April figures are wrong, but they don't tell anything. Dig up the figure for March in Germany instead and you'll see something completely different. And you'll the a much higher figure in June 2018.Just sayin....


    Re: Tesla Roadster

    lukestern:

    Tesla deliver most EU cars last month each quarter and fewest the first month in each quarter. They normally deliver up to 70% of the cars sold that quarter the last month. Due to regional planning in the factory.

    Not saying that the april figures is wrong, but they don't tell anything. Dig up the figure for March in Germany instead and you'll see something completely different. And you'll the a much higher figure in June 2018. Just sayin....

    Look at the total units from January through April 2018, the comment remains correct, according to the table. 


    Re: Tesla Roadster

    Sounds like Tesla is doing something right. AMS seems to like it very much.

    https://www.reddit.com/r/teslamotors/comments/8grqof/german_car_magazine_on_the_model_3/


    Re: Tesla Roadster

    It sounds like Tesla are preparing to announce a new vehicle... 

    Video Link: https://www.youtube.com/watch?v=1mCPpWn2Dog


    Re: Tesla Roadster

    Tesla always announce a new car whenever they needed funding or stock price boost.

     


    --

     

     


    Re: Tesla Roadster

    Sure this will be spun as another example of Musk’s greatness.

    https://electrek.co/2018/05/06/tesla-brutal-review-contractors-firing-vouching-employee/

     


    Re: Tesla Roadster

    Whoopsy:

    Tesla always announce a new car whenever they needed funding or stock price boost.

     

    Ready for some new downpayments Smiley


    Re: Tesla Roadster

    some rumors in Italy , says Fiat Chrysler will make a partnership with tesla??!!!

    Could be a good Idea for both, Fiat is in the middleage era with electric cars but have plants and can produce...win win situation???


    --

    993 c2


    Re: Tesla Roadster

    xander71:

    some rumors in Italy , says Fiat Chrysler will make a partnership with tesla??!!!

    Could be a good Idea for both, Fiat is in the middleage era with electric cars but have plants and can produce...win win situation???

    I always thought that Tesla will end up in bed with Mercedes but apparently...not. 

    Look what Starbucks is doing now in Europe with their off-the-shelf products since they didn't succeed by their own: They partnered up with Nestle. Good strategy. Smiley


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


    Re: Tesla Roadster

    xander71:

    some rumors in Italy , says Fiat Chrysler will make a partnership with tesla??!!!

    Could be a good Idea for both, Fiat is in the middleage era with electric cars but have plants and can produce...win win situation???

    There has been some recent press speculation...

    Link: http://uk.businessinsider.com/tesla-and-fca-partnership-could-benefit-both-companies-2018-5

    However, any OEM that may potentially be interested is more likely to wait for a Chapter 11 restructuring to reduce the indebtedness (e.g. secured creditors agree a debt for equity swap to become the new shareholders) for a much simpler discussion (e.g. less ego involved) and a much stronger negotiating position for a buyer with strong liquidity and an established, efficient manufacturing base... Smiley


     
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