Tesla

Discussion in 'The Mainboard' started by TheFreak55, Apr 29, 2015.

  1. dblplay1212

    dblplay1212 Well-Known Member
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    5-6 years is a range that caps at 6 years ago. That's 5/6/2013. Anything prior to 5/6/2013 doesn't fit in your 5-6 year range.
     
  2. Where Eagles Dare

    Where Eagles Dare The Specialist Show On Earth
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    Jesus chrsit and you claim I'm a stickler for "gotchas"

    40 days earlier it is in the 30s, which is point. I wasn't using exact dates. You did that

    You refuse to see this bc it makes your point that this woman is a Shill and 1000% gains can't happen
     
  3. dblplay1212

    dblplay1212 Well-Known Member
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    40 days prior is 6+ years ago.

    I'm only doing this bc you literally went off about 1 day and 4% just yesterday. I admitted I was wrong yet you simply can't bring yourself to do it.
     
  4. Where Eagles Dare

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    And guess what I did??

    I moved on and used the numbers from that time to still show your point was wrong, not argue for 30 posts

    You can do that here
     
  5. Bo Pelinis

    Bo Pelinis WE GO HARD ON EARTH
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    Would you guys please fuck already
     
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  6. Lyrtch

    Lyrtch My second favorite meat is hamburger
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    this is like Jordan scoring 50 on the Wizards

    just a throw back
     
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  7. dblplay1212

    dblplay1212 Well-Known Member
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    haha no you didn't. I admitted I was a day and 4% off and then we moved on.

    But now I'm bored with this. Keep being delusional if that's what makes you happy.
     
  8. Where Eagles Dare

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    Funny you need to resort to this and had to ignore that point being addressed specifically

     
  9. Joe_Pesci

    Joe_Pesci How can less be more? It's impossible
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    I'm partial when it was revealed that he didnt know what a model s cost 2 months ago despite wagging his finger in here for months before that
     
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  10. Joe_Pesci

    Joe_Pesci How can less be more? It's impossible
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    maybe when you're making multiple "you're just doing this because it's me" posts a week, that should be cause for some self-reflection. probably not, though.
     
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  11. Where Eagles Dare

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    In the last year I can't think of any thread where outside this one where we've had many conversations. MLB thread this week any maybe a Braves/Yankees thread last year.

    But apparently he thinks I follow him around this board :idk:
     
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  12. MA

    MA Surprisingly normal looking
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  13. PAHokie

    PAHokie Can't a bitch living say I bought her Michael Kors
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  14. Where Eagles Dare

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    And still film vertically
     
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  15. Gallant Knight

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  16. Where Eagles Dare

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  17. Gallant Knight

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    No clue

    Just seems like Tesla is borrowing money at 8%
     
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  18. Where Eagles Dare

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    I don't know. Maybe it's the case of having a CFO who is 30?
     
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  19. Gallant Knight

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    he mentioned that in the note--Tesla's mid 30s CFO negotiating against the sharks at Goldman.

    that's not a fair fight.
     
  20. Where Eagles Dare

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    Probably some of it, sure. Wanted to do some split offering and completely fucked it up, mabye :idk:

    I mean, their stock price is $250 and their market cap is $44 billion. Issuing 5% of their market cap should only slightly dilute the shares outstanding. I'm not really smart enough to know why they did it they way they did it, but they could have easily just issued straight stock :idk:
     
  21. ksim14

    ksim14 Well-Known Member

    Whats the math to his 8.5% number?
     
  22. ksim14

    ksim14 Well-Known Member

    so a couple things I see per Teslas 8-k they were able to sell $860 million in shares and 1.84 billion in convertible notes (2.7 total) which makes this articles numbers outdated.

    -1.84 B vs the 1.6 B number Whitney uses already messes up his 8.5% number

    -I cant work back how he got 8.5% in the first place, I keep getting 2.6% given the numbers in his article.
    1.6 Billion less a 400 million option is 1.2B, notes are 2% non compounding I believe.
    (1600x.02=32 1200x.02=24 difference is 8, 32/1200= .02666%)

    If someone understands the math better than I then I'm all ears.
     
  23. Where Eagles Dare

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    I don't and didn't even attempt to figure it out
     
  24. ksim14

    ksim14 Well-Known Member


    So update on this

    https://www.ft.com/content/fd8d205e-6d6b-11e9-80c7-60ee53e6681d

    Looks like Fiat Chrysler will pay Tesla close to 2 Billion (1.8) over 3ish years for carbon credits to avoid fines from the EU.
     
  25. Handcuffed

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    i hope this car is cool

     
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  26. ksim14

    ksim14 Well-Known Member

    Looks nice, but unfortunately it’s range was disappointing.

    Audi’s struggling to produce them and are also currently getting strong armed by LG Chem over batteries.
     
  27. texasraider

    texasraider thanks
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    nice flimsy plastic for cup holders

    and non mechanical door handles so that you guarantee death when the batteries catch fire
     
  28. Handcuffed

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    yeah, i have to imagine the doors still open if the electric car runs out of electricity. but the reviewer didn't elaborate. i also don't really see the point of an electric door over a mechanical door.
     
  29. ksim14

    ksim14 Well-Known Member

  30. Where Eagles Dare

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  31. MA

    MA Surprisingly normal looking
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    Oh, we're talking e-tron quality and production issues? Here's a conversation worth revisiting:

     
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  32. Bankz

    Bankz I'm a sick guy
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    As someone interested in getting into a electronic vehicle namely the SUV versions I’m split between the E-Tron and the I Pace.

    I just hate the design of the Tesla even though I like the features slightly over the others. The design in can’t get over. Plus the doors are cool as fuck and a 20 year old Bankz would be all over it. A 30 something year old bankz with two kids ain’t about that life.
     
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  33. ksim14

    ksim14 Well-Known Member

    Id go Etron, better charging speeds and it feels like VW is more serious about going electric than Jaguars parent company. You are going to have to wait unless you want to drop 95k for the fastrack version.

    Biggest negatives I've heard about the Ipace is the lack of charging infrastructure/charging speeds and the electronic UI in the car.

    Edit: Plus from what your needs sounds like I think the Ipace would be a little small.
     
    #4085 ksim14, May 10, 2019
    Last edited: May 10, 2019
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  34. Handcuffed

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    you should wait ~1 year to see if the battery tech catches up to tesla a bit/the second versions of the cars are better. and for the charging stations to be more built out. (plus to see what VW offers).

    but it's very close now for there to be a decent range of options.
     
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  35. Doc Louis

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    The bond still has the original 1.6 billion's future value while having been diluted to effectively 1.2 billion. In order for the lower value's present value to match the original future value, interest rate would need to increase.

    Make sense? Of course not. Because it's bonds.

    Bonds baby!! Gotta love em!!!!
     
  36. ksim14

    ksim14 Well-Known Member

    I thought thats what my math showed, 1600 at 2% is 32, 32/1200 is 2.66%, I'm just not seeing how he got to 8.5%.

    The way I see it is they paid $300 million (475-175) upfront in call options to prevent dilution going forward, so in essence its about a upfront 16% hedge fee with 2% on going interest.

    1.84B at .02% is 32 million they pay in interest yearly until 2024, which is like $160million over 5. (in reality they got 1.5B after the call option and that 2% interest is a little higher but with a hedge against dilution in the future)
    They also raised 860 million via an equity offering of 3.5 million shares compared to the 176.4 million outstanding so a dilution of 1.9%
     
  37. Doc Louis

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    The 2.7% would cover the first half of the equation in an adjusted yield calc, but then the other half I'm not sure what he did either. I just know it wouldn't make sense for a bond to be decreased by 25% and then barely increase the effective yield on it since it would need to still meet that maturity level at the higher price so rate has to go up to match it.
     
  38. Bankz

    Bankz I'm a sick guy
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    So wait for the 2020 versions to come out or we talking 2021?

    I was leaning this route with the E-Tron given the kids and it seems to have the best range/recharge of the three. My mom has a F-Pace and my wife loves it. So it's why I have the I-Pace in mind.

    Are the wait list for both vehicles over a year long?
     
  39. ksim14

    ksim14 Well-Known Member

    Honestly whatever Audi comes out with in 2020 will be outdated on the powertrain level compared to Tesla. Right now you are looking at 205 epa etron vs 325 Tesla X. Audi may improve things in 2020 or 2021 on their end but I don’t see them catching Tesla, who has talked about a new battery pack come 2020.

    You said best range/recharge of the three? You mean of the two correct? I can’t tell if you like the X or hate it.

    Etron seems like you will atleast wait 6+ months unless you get the 95k fast track version. They are struggling to get batteries from LG chem and are prioritizing the highest priced versions first.

    I have no idea on Ipace but if I had to guess less than that of the etron.
     
    #4091 ksim14, May 10, 2019
    Last edited: May 10, 2019
  40. Bankz

    Bankz I'm a sick guy
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    I'm just not a fan of the look of the X. I like everything else about the vehicle
     
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  41. Gallant Knight

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  42. Doc Louis

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  43. Gallant Knight

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    If you disagree with Elon’s timelines you are fired that has been true forever
     
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  44. BP

    BP Bout to Regulate.
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    In other news this is cool
     
  45. ksim14

    ksim14 Well-Known Member

    I love the dramatic conclusions some people in this thread make.

    That being said this made me laugh

    A47DB0DC-B84D-4524-85D6-AD25C8D5AAA9.png
     
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  46. Harrison Beck

    Harrison Beck Hi, I'm Harrison Beck
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    Vaporware!
     
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