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-   -   Tesla: The Great Short (http://forums.pelicanparts.com/showthread.php?t=1026077)

Tervuren 04-10-2019 09:07 AM

Quote:

Originally Posted by sc_rufctr (Post 10422504)
What if the roof of your house is covered in solar panels like mine is?

My quarterly bill averages about $30 & on one occasion last year I got a $12 credit.
(But I spent around 20k installing them 8 years ago.)

There are options to generating electricity and IMO the greenest, best way going forward is nuclear.

Like it or not, for better or worse at some point in the future most of us will be driving electric cars.

The problem with solar is when you scale it to everyone, doesn't work out.

It will take Nukes.

What a lot of people fail to realize is that electric cars were premium up until 1912. They aren't some future technology but rather even older than practical gasoline engine cars. The efficiency of gasoline wasn't able to be taken advantage of until the invention of several items that made gasoline cars easy for the masses to operate and learn.

Automatic Starter being a significant step.

Baker, Chicago Electric, forgotten names as Gasoline became the wonder fuel of the future taking Americans everywhere.

In 1900, the Electric car population was 172% of the Gasoline car population per Department of Energy information.

The problem with trying to force a technology on the masses is if it were so great you wouldn't have to force it.(I consider significant subsidies a means of force.) How well electric cars work out is location dependent.

speeder 04-10-2019 11:17 AM

So I guess the question is, why doesn't everyone in this thread celebrating the imminent demise of Tesla simply short them and get rich? No-brainer, right? :)

Not so simple. I've always believed that Tesla was not sustainable in current form. I still thought a lot about buying their stock 4 years ago and passed, which was probably a mistake. There is a very real chance that they will be acquired by a mammoth concern like GE that desperately needs a cutting edge market segment to counter the dying traditional markets they have been in for decades.

They would have unlimited capital to push Tesla in whatever direction they think it needs to go and also run it w better managers than it has now. The catch is that whoever buys Tesla needs to buy Musk w it, he is the Steve Jobs of the company and wildly creative, if not the best CEO around. IMO.

Or Tesla could completely implode w no buyers in sight. Put your $$ on black or red if you have the stomach for it.

trader220 04-10-2019 11:54 AM

Quote:

Originally Posted by speeder (Post 10422641)
So I guess the question is, why doesn't everyone in this thread celebrating the imminent demise of Tesla simply short them and get rich? No-brainer, right? :)

Not so simple. I've always believed that Tesla was not sustainable in current form. I still thought a lot about buying their stock 4 years ago and passed, which was probably a mistake. There is a very real chance that they will be acquired by a mammoth concern like GE that desperately needs a cutting edge market segment to counter the dying traditional markets they have been in for decades.

They would have unlimited capital to push Tesla in whatever direction they think it needs to go and also run it w better managers than it has now. The catch is that whoever buys Tesla needs to buy Musk w it, he is the Steve Jobs of the company and wildly creative, if not the best CEO around. IMO.

Or Tesla could completely implode w no buyers in sight. Put your $$ on black or red if you have the stomach for it.

The market can stay irrational longer then you can stay liquid.

legion 04-10-2019 12:04 PM

Quote:

Originally Posted by trader220 (Post 10422681)
The market can stay irrational longer then you can stay liquid.

This.

And if Tesla is to survive, it must be without Musk.

trader220 04-10-2019 12:09 PM

I'm pretty sure the new Porsche EV car is already sold out of the first run of allocations. That can't be good for Tesla model S sales.

Tervuren 04-10-2019 12:10 PM

Quote:

Originally Posted by speeder (Post 10422641)
So I guess the question is, why doesn't everyone in this thread celebrating the imminent demise of Tesla simply short them and get rich? No-brainer, right? :)

This has already been explained in the thread by multiple users.

I'm not a trader, don't know how to short.

The one situation I thought about it was shorting EA back in July 2018, would have if possible timed mid November. I don't know how that works.

As mentioned, the risk is infinite and the reward fixed. Timing is incredibly important. Musk has pulled tricks to try to screw shorters. Must in trouble for that? I don't recall the particulars.

speeder 04-10-2019 01:02 PM

Quote:

Originally Posted by trader220 (Post 10422681)
The market can stay irrational longer then you can stay liquid.

Yessir, waaaay longer. :)

jyl 04-10-2019 03:14 PM

So would you buy a Tesla car now? Risk of orphan?

Cajundaddy 04-10-2019 03:30 PM

I think Tesla is seeing a lot of growing pains, just like most rapidly growing companies. I think the cars are viable, look good, and will survive for quite a while.

Bet against Musk and short Tesla? Not me, no thank you. This guy is known for being very unpredictable and has pulled a rabbit out of his hat in the 11th hour more than once. I'll leave the Tesla short position to those with money to burn.

cairns 04-10-2019 03:42 PM

Quote:

So would you buy a Tesla car now? Risk of orphan?
There are two people I would never buy anything from. One is Mr. Musk. The other is Mr. Zuckerberg.

Sooner or later 04-10-2019 03:49 PM

Quote:

Originally Posted by jyl (Post 10422884)
So would you buy a Tesla car now? Risk of orphan?

Used

legion 04-10-2019 04:05 PM

Quote:

Originally Posted by cairns (Post 10422910)
There are two people I would never buy anything from. One is Mr. Musk. The other is Mr. Zuckerberg.

To be fair, only one of them would ever sell to you. For the other, you are the product.

Clint Lando 04-10-2019 04:14 PM

Quote:

Originally Posted by sc_rufctr (Post 10422504)
What if the roof of your house is covered in solar panels like mine is?

My quarterly bill averages about $30 & on one occasion last year I got a $12 credit.
(But I spent around 20k installing them 8 years ago.)

There are options to generating electricity and IMO the greenest, best way going forward is nuclear.

Like it or not, for better or worse at some point in the future most of us will be driving electric cars.

how long to save $20k
how long do they last

sc_rufctr 04-10-2019 10:54 PM

A solar panel is designed to last 30 years but they do last longer.

I broke even at 6 years.

Scott R 04-11-2019 04:16 PM

Get Seeking Alpha on your phone, it helps play the shorts, you can’t go wrong. Tsla has lost over $100 since December, it’s the most shorted stock on Alpha I think.

Clint Lando 04-11-2019 05:07 PM

Quote:

Originally Posted by sc_rufctr (Post 10423247)
A solar panel is designed to last 30 years but they do last longer.

I broke even at 6 years.

saving $278/month
big bill

sc_rufctr 04-12-2019 01:13 AM

FYI... Around $900 a quarter is normal in Aus. We pay a lot for electricity.

red-beard 04-12-2019 02:33 AM

I do not understand the business model. I can accept there are software features (autopilot) which can be purchased after the fact. But installing and disabling hardware (shorter range, seat heaters) which can be later activated seems really stupid. You install thousands of dollars of accessories and HOPE someone will eventually buy it? And if it exists, it can be hacked.

sugarwood 04-26-2019 02:30 PM

Nice to see that TSLA stock is getting the beat-down it deserves, despite Musk's increasingly absurd pumping tweets (one million autonomous taxis by end of 2020? The autonomous technology doesn't work, and Tesla couldn't build that many cars even if it did). Stock is down 12% for the week. The floor might have finally fallen out from under it.

biosurfer1 04-26-2019 05:23 PM

I appreciate Elon Musk drive and genius, however when it comes to running a company, genius isn't a term that comes to mind. He is his own worst enemy and if he could just stop being an ego maniac and focus on Telsa, imagine the innovation he could accomplish.


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