ST Alpha - "It’s fascinating to watch, for sure." (Reading a Post)

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In response to "Oh, Tesla stock and Tesla reality are the two most divergent paths in the market in recent time." by Will Hunting

It’s fascinating to watch, for sure.

Posted by znufrii Nov 17 '17, 07:48

And you’re not wrong, but I think you’re missing the point if you think the value of the company lies solely in whether or not they can build cars. That won’t matter unless and until one of two things happen: either customers start fleeing in droves or cash gets significantly more expensive.

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Cash is getting more expensive to them. They got 6%? bonds last cash raise - Will Hunting Nov 17, 08:28
Those last two things are the biggies. Tesla is an energy company (production, storage, use) and their big gamble right now is - TWuG, neck model Nov 17, 08:19 5
- In addition, Tesla only "loses" money in the way that Amazon "loses" money. It's all plowed into building capacity and infrastructure. - TWuG, neck model Nov 17, 08:31
- Are you truly arguing that their expectations of production improved solely on the basis of how many reservations they got? - Will Hunting Nov 17, 08:30 3
  - They had no reason to guide earlier than 2020 before they opened reservations. 2020 was an expectation based on presumed demand. When they saw - TWuG, neck model Nov 17, 08:40 2
    - And guided (lied) about the reality of that schedule in fiduciary documents. - Will Hunting Nov 17, 08:52 1
      - Forward looking statements, blah blah blah. -- nm - znufrii Nov 17, 08:55

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It’s fascinating to watch, for sure.

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