It's pretty well-known that Musk sets aggressive schedules, and that the targets are often missed. It's better to set a 2 year target that gets delayed to 3 years than it is to set a 4 year target and finish right on time, isn't it? This is all priced in. Then every now and then Musk hits a target on the schedule he set and he accomplishes shite twice as fast as anyone else ever could. Imagine what the stock will do if they actually start doing stuff "on time" regularly.

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Posted by dabigfella

Member since Mar 2016

6687 posts

Posted on 8/25/16 at 10:44 am to Korkstand

Lol I agree korkstand and your analysis is always spot on. I guess what worries me most is the combined nearly $20b in liabilities now between solar city and tesla post merger and the continued cash burn and what seems like solar bonds nobody wanted to touch which basically got junk status at 6.5% yield and musk had to save it again. I wanna be long the stock, I just can't grasp wtf this thing is gonna do. Look at 2018 options the $20 puts are expensive lol they're literally pricing a potential bankruptcy. I have a hard time seeing it bc the product and company are so cool but the financials are a disaster and I don't get how or when there is a profit

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Posted by dabigfella

Member since Mar 2016

6687 posts

Posted on 8/25/16 at 10:56 am to Korkstand

korkstand, on the tech side, is tesla tech really that far ahead that nobody can compete anytime soon? I fully understand all the hot young engineers wanting to work there vs volvo,gm,or ford but overall other companies can and will catch up soon right? I know theyll never have the tesla brand which alone is worth a ton, but everyday i feel like tesla is just gonna go bankrupt and someone is gonna just buy the brand and gigafactory for pennies on the dollar. The financial picture is a huge disconnect from the product and its so interesting to me because most every other product the more popular it is, the more they make. Tesla just seems to be investing in future growth with all its money but it may not survive to see it materialize

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Posted by dabigfella

Member since Mar 2016

6687 posts

Posted on 2/22/17 at 10:25 pm to Korkstand

Hey korkstand, hell of a run you had with tesla, what do you think of it up here. Growth was tremendous today, revenue up 88% YoY but its gotta take a breather at some point....right? Im up ALOT, I have a ton in the 189 cost basis, so thank you again for your insights.

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