ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 86) | Diskussion im Forum

[faultcode]

Antwort auf Beitrag Nr.: 73.199.599 von faultcode am 31.01.23 18:35:59

der Jahresbericht ist draußen + "Giga-Gamma squeeze" + indirekte Warnung im Jahresbericht vor weiteren, möglichen $TSLA-Verkäufen wegen Twitter durch EM (die gerade ihre erste Zinszahlung nach dem LBO vornahmen)

...und die FED steht mit einer weiteren Zinsentscheidung Morgen vor der Tür

=> wird EM ab heute oder morgen wieder $TSLA-Aktien schmeißen? Ich frage nur so zur Beobachtung der Lage hier:

[faultcode]

General Motors: "not lowering prices"
Volkswagen: "not lowering prices"

Porsche: "slightly increasing prices"

Ford: "lowering prices"
Tesla: "lowering prices"

[faultcode]

27.1.
Tesla, insurers take different paths to deal with expensive repairs
https://www.msn.com/en-ca/money/topstories/tesla-insurers-ta…
...
Tesla Inc's electric vehicles are expensive to repair - so much so that the automaker and insurers are addressing the issue in sharply different ways.
...

Insurance carriers, meanwhile, are writing off low-mileage Tesla Model Ys that have been in crashes, and sending them to salvage auctions after deeming many too expensive to repair.

During Tesla's fourth-quarter earnings call on Wednesday, Musk said premiums from third-party insurance companies "in some cases were unreasonably high" and that the EV maker's insurance arm was putting pressure on those carriers by offering lower rates to Tesla owners.
...


The data on crashed low-mileage Teslas showing up at auction presents a slightly different - and previously unreported - picture, according to a Reuters analysis.

Of more than 120 Model Ys that were totaled after collisions, then listed at auction in December and early January, the vast majority had fewer than 10,000 miles on the odometer, according to online data from Copart and IAA, the two largest salvage auction houses in the United States.
The retail prices of those cars ranged from about $60,000 to more than $80,000.

Copart and IAA auction listings note whether the vehicles were involved in front, rear or side collisions, and typically include after-crash photos of each vehicle. But the listings do not disclose specific details on the type of damage suffered.

Insurance companies typically "total" a vehicle - that is, choose to scrap it and reimburse the owner - when the estimated cost of repair is deemed too high.

Copart listings in some cases included the names of insurance companies that had bought back crashed vehicles, then listed them at auction. Those companies include State Farm, Geico, Progressive and Farmers. Geico is part of Warren Buffet's Berkshire Hathaway Inc.

Insurance companies contacted by Reuters either declined to comment or did not respond immediately to requests.
...

All the Model Ys in the Reuters analysis were 2022 or 2023 models, and were built at either the Fremont plant in Northern California or the Austin, Texas, plant.

Of the 15 Model Y Long Range vehicles built in Austin from June through November and sent to auction after being totaled in crashes, all but one had fewer than 10,000 miles on the odometer.

An Austin-built 2022 Model Y Long Range involved in a front collision and listed by IAA in early January had a retail price of $61,388 and estimated repair cost of $50,388. The vehicle's owner was not listed.

A second Austin-built Model Y, involved in a side collision and listed by IAA, had a retail price of $72,667 and estimated repair cost of $43,814.
...

[faultcode]

Antwort auf Beitrag Nr.: 73.196.959 von faultcode am 31.01.23 13:43:54

2021:
However, we operate in a cyclical industry that is sensitive to trade, environmental and political uncertainty, all of which may also be compounded by any future global impact from the COVID-19 pandemic.

2022:
However, we operate in a cyclical industry that is sensitive to political and regulatory uncertainty, including with respect to trade and the environment, all of which can be compounded by inflationary pressures, rising energy prices, increases in interest rates and any future global impact from the COVID-19 pandemic.


--> "regulatory uncertainty": vielleicht was mit "Tesla Full Self-Driving" oder so

[faultcode]

Antwort auf Beitrag Nr.: 73.197.262 von faultcode am 31.01.23 14:23:20

nachdem Tesla bislang zwei Jahre beim Günstig-Auto verplemberte, müssen nun also laufend weitere "Incentives" her:

30.1.
Tesla offers new $3,000 discount or free Supercharging with trade-ins, slashing prices further
https://www.teslarati.com/tesla-tsla-discount-trade-in-cars-…

...Supercharging incentives...

...government incentives...

[faultcode]

Antwort auf Beitrag Nr.: 73.171.000 von faultcode am 26.01.23 23:55:54

Zitat von faultcode: ...glaubt irgendjemand vor diesem Hintergrund ernsthaft, daß das angestrebte Billig-Auto von Tesla ausgerechnet in China entwickelt wird?


<Tesla Battery Day 2020/09> ...

https://twitter.com/yicaichina/status/1620241001582305280

--> offensichtlich wurde hier im Vorfeld versucht, das "$25,000-Tesla-Auto" mal wieder als Pumpe zu benutzen

[faultcode]

Antwort auf Beitrag Nr.: 73.196.959 von faultcode am 31.01.23 13:43:54

Tesla warnt nun ganz offiziell im Jahresbericht vor möglichen, weiteren Verkäufen von Tesla-Aktien durch EM wegen Twitter ("may commit to investing in significant business or other ventures"):

--> Seite 28:

<der alte, bisherige Teil:>
If Elon Musk were forced to sell shares of our common stock, either that he has pledged to secure certain personal loan obligations, or in satisfaction of other obligations, such sales could cause our stock price to decline.

Certain banking institutions have made extensions of credit to Elon Musk, our Chief Executive Officer, a portion of which was used to purchase shares of common stock in certain of our public offerings and private placements at the same prices offered to third-party participants in such offerings and placements. We are not a party to these loans, which are partially secured by pledges of a portion of the Tesla common stock currently owned by Mr. Musk. If the price of our common stock were to decline substantially, Mr. Musk may be forced by one or more of the banking institutions to sell shares of Tesla common stock to satisfy his loan obligations if he could not do so through other means. Any such sales could cause the price of our common stock to decline further.

<nun zusätzlich neu:>
Further, Mr. Musk from time to time may commit to investing in significant business or other ventures, and as a result, be required to sell shares of our common stock in satisfaction of such commitments.

[faultcode]

FORM 10-K: https://www.sec.gov/Archives/edgar/data/1318605/000095017023…

--> die mMn einzige (größere) Zahl, die wirklich stimmt: common stock outstanding: 3,164,102,701

[sg-1]

Antwort auf Beitrag Nr.: 73.185.895 von faultcode am 29.01.23 23:08:13

Zitat von faultcode: Gegen Quartals-Ende, also Ende März, wird der Kurs allerdings wieder in den Sinkflug mMn übergehen, weil einigen Marktteilnehmen doch (wieder) langsam dämmert, daß die Margen vielleicht doch - und gerade im Q1 - nicht so doll ausfallen könnten nach den ganzen Preis-Senkungen.

du wolltest sicherlich schreiben, fass die preissenkungen noch nicht in q4 enthalten sind und erst in q1 ersichtlich werden. schon lustig, dass die preissenkungen negativ dargestellt werden ...dennoch hatte tesla sein bestes ergebnis und setzt die konkurrenz immer mehr unter druck.

naja was soll's - immer wieder interessant, auf was du einen fokus legst, auch wenn es recht uninteressant ist...ablenkung?

Zitat von faultcode: Hinzukommt, daß die Profi-Trader dann auch vielfach ihre Gewinne mitnehmen und nicht bis Jahresende auf ~USD400 oder so warten.

ja und? einige profi-trader werden aber auch nicht verkaufen oder die verkäufe der anderen profi-trader einsammeln ...die profi-trader traden eben professionell, sonst wären es ja nur trader und keine profis

[faultcode]

Antwort auf Beitrag Nr.: 73.185.835 von faultcode am 29.01.23 22:29:02

<falscher Knopf...>

So gesehen hat der aktuelle Aufwärts-Trend sein Ziel schon mehr als erfüllt:




..was aber nicht verwundert, wurde er doch vom "Giga-Gamma Squeeze 2023" angeschoben (kein Short squeeze):


...



27.1.
WSJ: Tesla Has Become One of the Hottest Stock-Option Trades on Wall Street
Electric-vehicle maker breaks record Friday, accounts for nearly 13% of all options trading
https://www.wsj.com/articles/tesla-has-become-one-of-the-hot…


Nachdem so eine Marke übertroffen wurde, fährt so ein Kurs gerne mal eine alte VaP-Marke an, zumal der Kurs sich derzeit auch in einer "Vakuum-Zone" befindet ohne größere Widerstände:




Gegen Quartals-Ende, also Ende März, wird der Kurs allerdings wieder in den Sinkflug mMn übergehen, weil einigen Marktteilnehmen doch (wieder) langsam dämmert, daß die Margen vielleicht doch - und gerade im Q1 - nicht so doll ausfallen könnten nach den ganzen Preis-Senkungen.

Hinzukommt, daß die Profi-Trader dann auch vielfach ihre Gewinne mitnehmen und nicht bis Jahresende auf ~USD400 oder so warten.