ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 200) | Diskussion im Forum

[xwin]

Tesla will add CCS connectors to Supercharger stations in the US, says Elon Musk

https://electrek.co/2022/05/10/tesla-add-ccs-connectors-supe…

________

Vom 'Burggraben' um Tesla wird man hier wohl nix mehr lesen.

[faultcode]

möglicherweise hat EM gestern bei der FT versteckt die Guidance für 2022e gesenkt

--> https://twitter.com/The_RockTrading/status/15240794846929592…

aber ich schaue mir das nicht an bei > 1 Stunde Länge:

10.5.
Future of the Car: Elon Musk Keynote Interview

[faultcode]

Antwort auf Beitrag Nr.: 71.408.264 von faultcode am 23.04.22 01:19:03

"funding secured":

10.5.
‘No Reasonable Jury Could Find That Mr. Musk Did Not Act Recklessly’: Investors Notch Victory as Judge Knocks Tesla Co-Founder in Unsealed Ruling
https://lawandcrime.com/high-profile/no-reasonable-jury-coul…
...
Unsealing his ruling in favor of Tesla investors peeved by the co-founder’s social media habits, a federal judge was unequivocal about Elon Musk’s tweet declaring he would take the company private.

“No reasonable jury could find that Mr. Musk did not act recklessly,” U.S. District Judge Edward Chen wrote in an April 1 ruling unsealed on Tuesday, adding that Musk knew otherwise from discussions with Saudi investors a little more than a week earlier.

On Aug. 7, 2018, Musk told his then-22 million Twitter followers that he had been considering taking Tesla private at $420 per share, a price tag widely perceived to be an in-joke for cannabis culture.
...

Crucial to Judge Chen’s ruling was a July 31, 2017, meeting with a representative of Saudi Arabia’s public investment fund (PIF), which lasted between 30 minutes to an hour. Musk says they discussed the possibility of taking Tesla private.

“However, the total amount of funding needed to take Tesla private was not discussed. Nor was the price to be paid for Tesla stock if the company were to be taken private,” Judge Chen found. “In addition, there was no discussion about what percent ownership would be taken by the Saudi PIF if Tesla were to be taken private.”

Late last month, Musk’s attorney Alex Spiro insisted that his client’s tweet was true.

“Nothing will ever change the truth which is that Elon Musk was considering taking Tesla private and could have—all that’s left some half decade later is remnant litigation which will continue to make that truth clearer and clearer,” Spiro claimed in an email Law&Crime in late April.

Judge Chen categorically found the “Funding secured” assertion embedded in the claim misleading.

“Based on the evidence of record, the Court finds that no reasonable jury could find the statement ‘Funding secured’ accurate and not misleading,” the 33-page order states. “The evidence of record shows that there was nothing concrete about funding coming from the PIF; rather, discussions between Tesla and the PIF were clearly at the preliminary stage. There had been no discussion about what the purchase price would be for a share of stock. Nor had there been any discussion about what percentage of the company the PIF would own or the total amount of money the PIF would contribute.”
...

[faultcode]

Antwort auf Beitrag Nr.: 71.388.848 von faultcode am 20.04.22 19:00:16

Zitat von faultcode: ...Letztendlich kommt es mMn sowieso nur auf 3 Dinge an: China, China, China
...

📢📢


https://twitter.com/yicaichina/status/1523948471824392195

[faultcode]

Antwort auf Beitrag Nr.: 60.510.624 von faultcode am 07.05.19 21:54:08

was macht eigentlich Ronnie so?

--> mit $TSLA langsam absaufen mMn (*): https://www.marketwatch.com/investing/fund/bfgfx/holdings -- $BFGFX

9.5.
Ron Baron's Baron Focused Growth Fund 1st-Quarter Letter
https://www.gurufocus.com/news/1706830/ron-barons-baron-focu…
...
Tesla’s stock price gained 2.0% in the quarter as its electric car deliveries and production continued to increase significantly, enabled by substantial increases in capacity in Berlin, Shanghai, and Austin. These sales increases were despite supply-chain issues principally for computer chips and battery cells and a shutdown of its factory in Shanghai for a few days due to a COVID-related government-imposed lockdown in the region.

The company overcame those issues due to its own battery cell manufacturing facility, its ability to redesign computer chip software, and its success with a more vertically integrated supply chain than competitors. Tesla’s share price increase boosted the Fund’s performance by 51 basis points in the quarter.

Tesla remains the Fund’s largest holding and at quarter end represented 27.7% of the Fund’s net assets. We believe Tesla sales could increase substantially as additional production capacity is added this year in Berlin, Germany and Austin, Texas. Demand for Tesla cars remains extremely strong.
...

(*) also er persönlich ja nicht, bekommt er doch noch immer dicke Gebühren (Total expense ratio: 1.32% ), aber seine Anleger

Holdings:

Ende November 2021:




und aktuell:



--> Total Net Assets sind auch runtergekommen (USD219M --> USD185M) und der $TSLA-Anteil von ~1/3 auf nun knapp 26% gesunken

=> man kann sowas mMn auch so sehen: 33% - 26% = 7% --> wenn man in diesen Fonds schaut, wären 7% Anteil eine Top 2-Position


Ansonsten: alle weiteren Top 10-Positionen nach $TSLA (vom November) sind auch jetzt noch ganz vorne dabei, aber mit anderen Gewichten => er hält also eisern an seinen Lieblingen fest oder wie er es ausdrückt:

The Fund has remained steadfast in its commitment to long-term investments in competitively advantaged, growth businesses managed by exceptional executives. We believe such investments are an effective way to protect and increase the purchasing power of our currency.

One more thing. After wars...pandemics...higher than normal inflation...and significant market declines, in the past equity stock prices have increased substantially.


Hier stellt sich mir spontan die Frage: wird Tesla eigentlich noch von Elon Musk "gemanaged"?


So ein Quartalsbericht ist ja immer recht lang bei ihm & Sohn (10 Seiten!) und er denkt sich schon was bei allem mMn. Aber irgendwann, wenn er weiterhin so an $TSLA festhalten sollte, wird er mMn nicht umhinkommen, zu sehr auf alte Erfolge hinzuweisen (was er ja jedesmal macht und die ich auch gar nicht bestreiten will).

Aber auch für einen alten Portfolio-Manager gilt mMn: einmal ist immer das erste Mal mit so einer "Conviction Position" (die er aber $TSLA nicht so nennt; das Wort "conviction" kommt trotzdem dreimal drin vor)

[faultcode]

Antwort auf Beitrag Nr.: 71.521.869 von faultcode am 08.05.22 23:07:26

...
https://seekingalpha.com/article/4508302-tesla-when-esg-narr…


Tag: ESG

[faultcode]

Antwort auf Beitrag Nr.: 71.517.023 von faultcode am 07.05.22 13:51:29

https://twitter.com/HindenburgRes/status/1523677782211186690
https://hindenburgresearch.com/twitter/

=>

...
The Overpriced Twitter Deal Is Placing Undue Pressure on Tesla, Due to Equity Sales and The Prospect of More Margin Debt

Musk has already sold ~$8.4 billion in Tesla shares to help raise capital for his Twitter bid. These sales, which came mostly on Tuesday, April 26, 2022, contributed to Tesla falling 12% during the day’s trading session. As of this morning, Tesla is lower by ~19% since the trading day before Musk’s recent Tesla share sales.

Note that Musk previously pledged about 88.3 million Tesla shares as collateral for loans, according to Tesla’s filings prior to the Twitter bid.

Placing both Twitter (and ultimately Tesla’s) future on a foundation of further equity-backed margin loans, or potentially more sales of Tesla equity amidst a volatile market, adds risk to both enterprises.
...

[faultcode]

Elon Musk: "Stop the outrageous false ESG assessments"

blöd, wenn deine Firma, deren Aktienkurs-Erfolg nicht zuletzt auf jahrelanger ESG-Täuschung beruht, ausgerechnet bei den ESG-Punkten schwächelt


https://twitter.com/hiromichimizuno/status/15230986485396643…


7.5.
Tesla Urges Large Funds to Stop Misleading Investors & Change their ESG Valuation of Companies
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-urges-l…
...
The manufacturer explained that the current ESG reports do not measure the magnitude of the positive impact on the world, which is the biggest mistake. Instead, it focuses on measuring the dollar value of risk/return. The problem is that individual investors who trust their money to ESG funds of large investment institutions may not be aware that they can be used to buy shares in companies that worsen rather than improve climate change.

As an example, Tesla cites measuring the impact of the automotive industry. While the average investor might think that the more electric vehicles an automaker sells, as a percentage of total volumes, the better its ESG score—but the reality is different. As long as the company continues to slightly reduce emissions from its manufacturing operations while also releasing internal combustion engine vehicles, its ESG ratings are likely to rise.
But, vehicle use-phase emissions, which represent 80-90% of total automotive emissions (included in Scope 3 of ESG reporting), tend to be misreported due to the use of unrealistic assumptions or not reported at all. Thus, it turns out that some oil and gas companies rank higher than Tesla on “Environmental Impact,” which, as we understand, is completely untrue.
...

..und da kommt das Zauberwort: GROWTH

While many ESG ratings evaluate: “Does this ESG issue impact the profitability of the company?” Tesla points out that we need a system that evaluates: “Does the growth of this company have a positive impact on the world?”
...

[faultcode]

Antwort auf Beitrag Nr.: 71.514.962 von faultcode am 06.05.22 22:51:24

und gleich eine Klage hinterher:

6.5.
Musk's $44 billion Twitter buyout challenged in shareholder lawsuit
https://www.reuters.com/business/musk-twitter-are-sued-by-sh…
...
Elon Musk and Twitter Inc (TWTR.N) were sued on Friday by a Florida pension fund seeking to stop Musk from completing his $44 billion takeover of the social media company before 2025.

In a proposed class action filed in Delaware Chancery Court, the Orlando Police Pension Fund said Delaware law forbade a quick merger because Musk had agreements with other big Twitter shareholders, including his financial adviser Morgan Stanley (MS.N) and Twitter founder Jack Dorsey, to support the buyout.

The fund said those agreements made Musk, who owns 9.6% of Twitter, the effective "owner" of more than 15% of the company's shares. It said that required delaying the merger by three years unless two-thirds of shares not "owned" by him granted approval.

Morgan Stanley owns about 8.8% of Twitter shares
and Dorsey owns 2.4%.
...

[faultcode]

Antwort auf Beitrag Nr.: 68.162.752 von faultcode am 12.05.21 14:07:00

weil ich gerade dabei bin: Short interest


https://www.nasdaq.com/market-activity/stocks/tsla/short-int…