ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 94) | Diskussion im Forum

[faultcode]

Antwort auf Beitrag Nr.: 73.105.932 von faultcode am 17.01.23 13:21:06

Tesla MIC weekly insured units:


https://twitter.com/piloly/status/1615302501133324288


und nun zu den BYD-Versicherungs-Daten der vergangenen Woche:


https://twitter.com/piloly/status/1615307064036962311

[faultcode]

https://www.marketwatch.com/story/chinese-ev-maker-xpeng-cut…
...
The company said in a statement on Tuesday that it will slash prices for multiple versions of its P7, P5 and G3i models by 20,000 yuan (US$2,970) to CNY36,000 yuan, representing about a 10% drop from current prices. In particular, the starting price for Xpeng’s best-selling P7 sedan will be reduced by 12.5%.

The price cuts will take effect from Tuesday afternoon, the company said. Xpeng has kept prices unchanged for its new G9 model.

For car owners who purchased Xpeng automobiles before the price cut, Xpeng said it will extend maintenance services for free as compensation.
...


=> wenn die China-BEV-Bauer nun mit Preis-Senkungen nachziehen, wo bleibt dann noch der Preisvorsprung von Tesla?

[faultcode]

...
https://twitter.com/TroyTeslike/status/1614991977367625729
<backlog>

[faultcode]

Antwort auf Beitrag Nr.: 72.844.850 von faultcode am 01.12.22 14:30:10

Short interest:

[faultcode]

das "Endspiel" hat begonnen

Dmitry Solomakhin (https://citywire.com/selector/manager/dmitry-solomakhin/d140…): Fidelity Active Strategy - FAST - Global Fund A-ACC-EUR, LU1048657123: https://www.wallstreet-online.de/fonds/lu1048657123-fast-glo…

31.12.2022:


...
https://www.fidelity.lu/funds/factsheet/LU1048657123/tab-por…

Und jetzt darf man dreimal raten, welche Komponente im MSCI ACWI-Index Ende 2022 ein Gewicht von 0.6% (gerundet) hatte?


Brauchen sie in ihrem Long/Short-Aktien-Fonds auch noch eine zündende Idee?

=> gehen Sie short Tesla:
<es ist offensichtlich hier>



Stell dir vor einige/viele Anleger in Europa (dieser Fonds wird bis in die United Arab Emirates hinein vertrieben) sehen diese Fonds-Performance im Januar/Februar bei ihrem Bank- oder Vermögensberater und dem Fonds-Manager fließen daraufhin weitere Mittel zu.

Dann können Dmitry Solomakhin und Co. bei der noch immer sehr moderaten Short-Quote bei $TSLA noch mehr shorten in 2023H1:



=> see you at <<USD100 (mMn)


Was aber wirklich das Salz in der Wunde vieler Tesla-Longies sein dürfte, steht unter Strategy im Fonds-Factsheet (als Standard-Satz):

The portfolio’s short book will primarily focus on broken business models, weak balance sheets and poor management.

Gut, könnte man sagen, ist bei Apple nun nicht so gegeben. Da steht aber auch "primarily"


Zu "name withheld": Fonds-Manager, wie Ron Baron, gehen ins Fernsehen, wenn sie long sind; sie gehen (eher) nicht ins Fernsehen, wenn sie short sind.

[faultcode]

Pwn2Own Vancouver 2023: Automotive category, Tesla as a partner for 2023

...
Die Zero Day Initiative (ZDI) hat die diesjährige Ausgabe des Hackerwettbewerbs Pwn2Own angekündigt. Sie findet vom 22. bis 24. März im kanadischen Vancouver statt. Unter anderem stellt der Partner Tesla ein Tesla Model 3 zur Verfügung: Der Teilnehmer, der das Fahrzeug als Erster hackt, gewinnt nicht nur bis zu 600.000 Dollar, sondern auch den Tesla Model 3.
...
Pwn2Own 2023: Hacker nehmen Tesla, Browser und Virtualisierungssoftware ins Visier
https://www.zdnet.de/88406502/pwn2own-2023-hacker-nehmen-tes…

=> ein komplett gehackter Tezzla + dazugehöriges Preisgeld wäre der mit Abstand höchste Preis in diesem Wettbewerb: https://www.zerodayinitiative.com/blog/2023/1/11/announcing-…

=> allerdings wird das als schier unmöglich angesehen:

In addition to the vehicle itself and $500,000, contestants can go for the additional options to raise the payout to $600,000. This represents the single largest target in Pwn2Own history. If someone can do this, it would also mean 60 total Master of Pwn points, which is nearly insurmountable. Here’s some additional info on the optional add-ons that are included in the various tier levels.
...

We introduced the Automotive category in 2019, and we are excited to have Tesla return as a partner for 2023. We awarded a Tesla Model 3 in that first contest, but we wanted to raise the level of complexity of what constitutes a successful exploit.

Tesla vehicles are equipped with multiple layers of security, and for this year’s event, there are multiple tiers of awards within the Automotive category that corresponds to some of the different layers of security within a Tesla car, with additional prize options available in certain instances. Contestants can register an entry against either a Tesla Model 3 (Intel or Ryzen-based) or the Tesla Model S (Ryzen-based).

Tier 1 earns the top prizes and represents a complete vehicle compromise. Correspondingly, this also has the highest award amounts. To win this level, a contestant will need to pivot through multiple systems in the car, meaning they will need a complex exploit chain to get arbitrary code execution on three different sub-systems in the vehicle. Success here gets a big payout and, of course, a brand-new Tesla. 
...

[faultcode]

Antwort auf Beitrag Nr.: 72.057.611 von faultcode am 26.07.22 12:47:23

FWIW: PricewaterhouseCoopers LLP (PwC), der langjährige Wirtschaftsprüfer auch von Tesla, hat seit gestern Abend einen großen Bilanzskandal in Brasilien an der Backe:

...
PwC, Americanas' auditor, declined to comment on the accounting inconsistencies referred to by Rial.
...

Outgoing CEO Sergio Rial, who replaced Miguel Gutierrez less than two weeks ago, said in a conference call with investors he had "clearly found some very important distortions" and signs of a lack of transparency from the previous management.
...

13.1.
Brazil's Americanas shares plunge 77% after accounting 'inconsistencies' found
https://finance.yahoo.com/news/brazils-americanas-shares-plu…
...
Chief Financial Officer Andre Covre, who had just joined Americanas as well, also left the firm long controlled by three Brazilian billionaires who founded 3G Capital.
...

Rial, the former head of Banco Santander's Brazilian arm, attributed the inconsistencies to differences in accounting for the financial cost of bank loans and debt with suppliers.
...

Americanas' stores are ubiquitous at Brazilian shopping malls. The company's e-commerce unit, which traded as a separate company before a recent restructuring, is one of the country's top online retailers.
...

--> "debt with suppliers" -- Moment mal!

--> "One fund manager said Americanas' numbers had raised questions." -- Gordon Johnson?

[faultcode]

Antwort auf Beitrag Nr.: 73.045.628 von faultcode am 08.01.23 01:03:15

13.1.
Judge rejects Elon Musk’s request to move his upcoming securities fraud trial to Texas
https://www.theverge.com/2023/1/13/23553916/elon-musk-trial-…
...
A judge rejected Elon Musk’s request to move his upcoming securities fraud trial out of San Francisco, Bloomberg reports. Musk had argued that the jury pool from the city would be biased against him.
...

But District Court Judge Edward Chen didn’t buy this argument, expressing confidence that an impartial jury could be chosen to oversee Musk’s trial. Chen also noted that Musk still has “a lot of fans” in the Bay Area, according to Bloomberg. Chen also dismissed the idea of moving the trial to Texas, noting that it has no connection to the state as it was filed while Tesla was still headquartered in California.

Lawyers for the Tesla shareholders have noted that none of the prospective jurors work for Twitter and that only two of them knew someone who worked at the company.

“For better or worse, Musk is a celebrity who garners attention from the media around the globe,” the shareholders’ attorneys wrote in their 19-page opposition to the transfer request, according to AP. “His footprint on Twitter alone is partially to blame for that. If ‘negative’ attention was all that was required to disqualify a jury pool, Musk would effectively be untriable before a jury given his knack for attracting ’negative” coverage.”

[faultcode]

Antwort auf Beitrag Nr.: 72.795.788 von faultcode am 22.11.22 13:11:52

22.11.2022

Zitat von faultcode: ...
=> jetzt versucht Tesla es offenbar mit der Brechstange, das Volumen in China aufrecht zu erhalten, wenigstens bis zum 31.12.2022

dem Volumen-Wachstum, oder zumindest dem Versuch dazu, hat sich bei $TSLA alles unterzuordnen.

Wenn nicht, gerät die "Pyramide" ins Wanken, da dann vermutlich schlagartig weniger Cash zur Verfügung stehen würde, um die alten Monster-Accounts payable an die Lieferanten zu begleichen (die auf satte 13,9 Milliarden U.S. dollar angewachsen sind zum 30.9.2022):


https://twitter.com/carlquintanilla/status/16138982324129013…

=> mit anderen Worten: Tesla nimmt zuerst Einbußen bei sich in Kauf, auch nicht zuletzt deshalb mMn, um später eine (vermeintlich) bessere Verhandlungsposition gegenüber den Lieferanten zu haben, die mit immer mehr Volumen bei der Stange gehalten werden

[faultcode]

Antwort auf Beitrag Nr.: 73.084.286 von faultcode am 13.01.23 12:32:58

aber auch in San Francisco hat sich EM offenbar unbeliebt gemacht:

12.1.
Elon Musk says 82% of San Francisco jury pool views him negatively
https://www.straitstimes.com/world/united-states/elon-musk-s…
---
Elon Musk’s lawyers argued in their bid to get his securities fraud trial moved out of San Francisco, saying that 82 per cent of potential jurors who have an opinion of the billionaire view him negatively.

Questionnaires returned to the federal judge handling the case reinforce the argument that the Northern California jury pool for the trial starting next week “is biased against Mr Musk”, and that much of the bias relates to claims in the lawsuit – “namely, Mr Musk’s use of and honesty on Twitter”, his lawyers said.
...

--> "Mr Musk’s .. honesty on Twitter"