May 3, 2018 2:07:52 PM
- noone1
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May 3, 2018 2:23:19 PM
- Boxster Coupe GTS
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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)
Tesla Inc. Q1 2018 Results
Tesla Q1 2018 Conference Call -- Audio Replay... (1:13)
May 3, 2018 2:29:09 PM
- CGX car nut
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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
May 3, 2018 3:35:08 PM
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nberry
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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.
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May 3, 2018 3:47:55 PM
- CGX car nut
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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. 
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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.
I'm no genius, so I'm staying out of this (his?) game.
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May 3, 2018 3:53:35 PM
- CGX car nut
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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.
May 3, 2018 4:21:25 PM
- CGX car nut
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Re: Tesla Roadster
SciFrog:Many missed that somewhere in there in called for yet another breakthrough in manufacturing for the model Y in 2020...
May 3, 2018 4:28:32 PM
- Boxster Coupe GTS
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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...
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? 
May 3, 2018 4:48:10 PM
- CGX car nut
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May 3, 2018 4:59:49 PM
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nberry
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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.
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May 3, 2018 5:00:09 PM
- noone1
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May 3, 2018 5:15:40 PM
- CGX car nut
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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.
There are enough prior art issues to have this frivolous suit dismissed.
May 3, 2018 8:17:47 PM
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RC
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May 3, 2018 9:45:13 PM
- lukestern
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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....
May 3, 2018 9:49:29 PM
- CGX car nut
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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.
May 4, 2018 7:43:15 PM
- noone1
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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/
May 5, 2018 12:33:27 PM
- Boxster Coupe GTS
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Re: Tesla Roadster
It sounds like Tesla are preparing to announce a new vehicle...
Video Link: https://www.youtube.com/watch?v=1mCPpWn2Dog
May 6, 2018 2:17:23 PM
- CGX car nut
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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
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. 
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May 7, 2018 7:08:12 AM
- Boxster Coupe GTS
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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...
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