71–80 of 376 posts
Tesla shorts can't get a break. First a smooth $1B+ capital raise without a stock hiccup and now this.
The raise will dilute earnings for common shareholders, so definitely a downward force on stock price. That being said, this investment and the recent raise you alluded to should clobber the put skew. http://www.volcube.com/resources/options-articles/what-is-op...
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A battery/renewable energy company.
I think the key distinction is hard costs. Tech companies have server costs. Tesla has manufacturing and contractor expenses.
"Technology ("science of craft", from Greek τέχνη, techne, "art, skill, cunning of hand"; and -λογία, -logia) is the collection of techniques, skills, methods and processes used in the production of goods or services or in the accomplishment of objectives, such as scientific investigation. Technology can be the knowledge of techniques, processes, and the like, or it can be embedded in machines which can be operated without detailed knowledge of their workings."
You can argue that that isn't accurate, but I don't see how you can argue that the categorical statement "tech companies have server costs" follows from it (I can't even find the word "server" on that page, or on https://en.wikipedia.org/wiki/Tech)
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The raise will dilute earnings for common shareholders, so definitely a downward force on stock price. That being said, this investment and the recent raise you alluded to should clobber the put skew. http://www.volcube.com/resources/options-articles/what-is-op...
> The raise will dilute earnings for common shareholders, so definitely a downward force on stock price. The stock is detached from reality. It's my understanding that this was another offering, so, essentially, Tesla sold 5% to Tencent at an average price of $217 and change. Current shareholders get diluted. Prices go up. I don't get it, but I'd love an explanation. Were people, prior to these capital raises, concer…
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I'm about to buy a Volt as soon as VW buys my dieselgate car back from me. I have had to go through a few different dealers to find someone who is serious about selling the thing. The platform looks amazing. It boggles my mind in all the years this vehicle has existed that they haven't made more vehicles based on it.
Agreed. A pickup based on the Volt technology would be fantastic. Electric can allow crazy good torque. And you have a nice big battery, backed by a quiet and efficient built-in generator that only needs to run occasionally, to run power tools off of.
It's a natural fit. The extra weight is a positive not a negative. The tractor is already a hydrostatic transmission in order to get continuous torque across RPMs and some in this market already use an electric motor for hydraulics (powered from a generator via the engine). It's only used for short bursts of activity so doesn't need a particularly huge battery even.
But such a product doesn't exist yet :-(
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The raise will dilute earnings for common shareholders, so definitely a downward force on stock price. That being said, this investment and the recent raise you alluded to should clobber the put skew. http://www.volcube.com/resources/options-articles/what-is-op...
> The raise will dilute earnings for common shareholders, so definitely a downward force on stock price. The stock is detached from reality. It's my understanding that this was another offering, so, essentially, Tesla sold 5% to Tencent at an average price of $217 and change. Current shareholders get diluted. Prices go up. I don't get it, but I'd love an explanation. Were people, prior to these capital raises, concer…
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I own a Volt. Best car I've ever driven. GM doesn't care much for it. The only advertising they really do for it basically is trying to steal EV customers from Nissan's Leaf. Really dumb. And the dealers don't like it because 1) they don't know how to service them and especially 2) they almost never need servicing. If you run almost exclusively on electric, you only need like 4-5 oil changes in the entire life of the…
Very interesting points. So as the other comment has pointed out, traditional automakers will have difficulties selling through their dealerships. Do any of the established players have any plans for their own dealerships / showrooms?
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Actually, the reason GM "doesn't care" about the Volt (I'm exaggerating here; they obviously care a little bit ) is because they're rational: electric cars are not popular with mass-market consumers, and it's far from clear that they're going to become popular. GM is investing in what sells, and right now (i.e. for the last decade or two), that's SUVs and light trucks. Which doesn't bode well for Tesla, at least in t…
Close to 200,000 Prius's are sold each year. While that's no where near the "best selling" car, their Camry (400,000 cars a year), that's substantial.
https://www.cars.com/articles/top-10-best-selling-cars-febru...
Smart move. Tencent's investing but not controlling strategy make it good supporter of the new generation of ambitious entrepreneurs against AAAAF(Apple Alphabet Amazon Alibaba Facebook): - JD - Didi - Snap - Meituan-Dianping ……
> but not controlling strategy I mean, they bought all of league of legends. Their primary driver is most likely "let's make money".
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I didn't short the stock but I can understand why someone would. They are expected to generate over 90% of their value after 2020 [0]. There's the expectation that Elon Musk will definitely deliver, that Tesla market share will not be eaten up by other carmakers when they seriously start releasing electric vehicles. The expectation that electric and not another form of energy, such as hydrogen, will dominate, etc. Th…
The year is 2051, SpaceX has made significant progress on building out infrastructure on mars. In the last 25 years we have seen the explosion of Musk's empire across the solar system. Starting with the seed efforts on earth, robotic rockets have been flowing to Mars in droves. The exceptional thing is how they have delivered the infrastructure to the planet once there. These rockets are far superior to their ancesto…
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Yup, which is why any entrenched player is going to have to both build an incredible car and fight against their dealerships to sell it.
Actually, the reason GM "doesn't care" about the Volt (I'm exaggerating here; they obviously care a little bit ) is because they're rational: electric cars are not popular with mass-market consumers, and it's far from clear that they're going to become popular. GM is investing in what sells, and right now (i.e. for the last decade or two), that's SUVs and light trucks. Which doesn't bode well for Tesla, at least in t…