Tesla Motors

[Sugarphreak]

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[adam c]

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A SpaceX rocket thingy of theirs went kerBlewie, too!
I don't really see the spontaneous fires being legit issues but fracturing battery cases in accidents and exposing ANY car's lithium to oxygen should lead to some serious fires and fires that also don't respond to water worth a shit.

21st century ford pinto

[JRSC00LUDE]

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You've probably seen it already.

That was just due to unauthorized charging station use, likely a Chinese knockoff. That or it was a metaphor for investor confidence.

[rage2]

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In other news,

https://www.reuters.com/article/us-f...-idUSKCN1RJ03I

FCA provided lifeline to Tesla to avoid EU fines.

Tesla sent out a feeler and on FCA took the offer.

10-Q is out today. Some interesting pieces. The FCA lifeline brought in $140m over next 3 years. Just like previous quarters, these credit sales is used to determine automotive margins. Demand for these are already dropping as other manufactures roll out their own EVs, so yes, these FCA were a lifeline. Their cash situation was pretty dire in Q1 so yes, this was a bigger cash lifeline than thought. One big problem here is if you remove credit sales as part of the equation, Q1 now shows a negative automotive gross margin, so they're losing money on each sale. Historically, when you calculate gross margins like everyone else, Tesla was already pretty low compared to traditional automakers. This has to do with the massive demand drop on S/X where margins were high, and the price drops on the 3 where margins were low, service and warranty going up, and not able to cut costs any faster.

Of course the stock is slightly up today lol.

edit - just like last quarter, depreciation looks to be outpacing capex again.

[rage2]

Broke under $200 this morning. Looks like retail investors are heavily buying the dip. Feel bad for Gestalt at this point, he went all in at $360 or something?

[Xtrema]

Is this the final months of Tesla? With Chinese trade war and disappointing Chinese sales numbers (they didn't even make it to top 10 EV sales in Apr in China), there is no way they can have cash or $360 to pay for the next bond maturity at $1.3B by Mar 2021.

Heck, Elon even said they may be out of cash again in 10 months and they just raised $2.2B.

[Darkane]

Probably a buyout. But who will buy them?

Introducing the all new General Motors Tesla!

[killramos]

FCA or Ford would be my guess

[speedog]

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Jealousy and ego with a sprinkle of insanity

These guys ACTUALLY think they are smarter then Musk feom their quarterback chairs.

We are all in. Took tjis latest #fakenews cycle to almoat double our Tesla stock holdings. Moved some things around and bought abother 500 shares.

The new chip is legit and Tesla will go minimun $600 if it stays public, and as a long term fantasy will be aple in market cap.

See you haters when its over.

@Gestalt has been conspicuously absent from the forum this year. Not a bad tax write off I suppose, $16k to just over $10k now but remember you're all haters and know nothing.

- - - Updated - - -

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they totally are part of the reason musk is going private. watch theur interviews. haters.

nothing will come of this, if the sec pusruses this, nothing will happen. they let unbeleivable corruption happen, but tesla consdiering something that he has been for years is eveil, and cost no one but shorts antyhing, no insider trading, nop pump an ddump as Cramer pointed out. and he probably has funding. he turned down billions from the saudis becasue he didnt need it as Cramer pointed out.

Quoted just because @Gestalt knows.

[Twin_Cam_Turbo]

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Probably a buyout. But who will buy them?

Introducing the all new General Motors Tesla!

Please no.

[benyl]

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Probably a buyout. But who will buy them?

Introducing the all new General Motors Tesla!

Why would you buy them out? Wait for them to go chapter 11 and then buy up the IP for pennies on the dollar without all the debt.

[BerserkerCatSplat]

A private call with Adam Jonas (Morgan Stanley analyst, one of Tesla's biggest Wall Street supporters) leaked today - he's completely flipped his stance and now thinks Tesla may be headed for restructuring.

https://www.businessinsider.com/tesl...te-call-2019-5

[JRSC00LUDE]

Thank goodness Gestalt wasn't a real person or they'd likely being joining them in the Bankruptcy line by August.

[Gman.45]

Go go gadget Vlias Cap fund (their Tesla short position is the 2nd largest segment of their fund). As much as I liked the Tesla S, and the tech, I like $ more.

[rage2]

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A private call with Adam Jonas (Morgan Stanley analyst, one of Tesla's biggest Wall Street supporters) leaked today - he's completely flipped his stance and now thinks Tesla may be headed for restructuring.

https://www.businessinsider.com/tesl...te-call-2019-5

What’s hilarious is that their tune was different just 3 weeks ago when they were one of the underwriters. Not the first time that has happened. Still baffling that you could get away with that.

[rx7boi]

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@Gestalt has been conspicuously absent from the forum this year. Not a bad tax write off I suppose, $16k to just over $10k now but remember you're all haters and know nothing.

JMO but I think he posts under the moniker of O&G now, mostly in the Short Term Investment thread.

[ExtraSlow]

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What’s hilarious is that their tune was different just 3 weeks ago when they were one of the underwriters. Not the first time that has happened. Still baffling that you could get away with that.

Analyst recommendations are such total bullshit. Most have major conflict of interest that isn't even well hidden.

[killramos]

In the context of all the bullshit surrounding Tesla, I don’t think analysts are even laying a competitive pile lol

[Sugarphreak]

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[Gman.45]

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House of cards... just like I've always said

Agreed. Look, I really, really like what they've done in terms of their cars and their tech, but the bottom line is no matter how brilliant an inventor you are (Musk), your company still has to adhere to sound business principals and ethics. Tesla has absolutely NOT done this, and it's a shame. IMO it's a perfect example of snatching defeat from the jaws of victory.

Another good article about the Adam Jonas reversal. Again, Vlias Cap (and others) has also been proven right after all the research and proof they put forward about Tesla's business model being a house of cards awaiting collapse (posted a bunch of links to all their research upon which their Tesla short was based). - https://www.thedrive.com/tech/28169/...omance-is-over