Tesla Short Sellers Have No More Excuses

With Tesla stock up 100% over the last two months, the

short

sellers

are getting absolutely hammered in this video, we wouldn't take a look at all the types of wizards where they are now and although we were still going to cover the famous ones. Short

sellers

with tassels like Gordon Johnson, we wouldn't take a look at some lesser-known Tesla wizards investing the same amount of money as the

more

famous Tesla

short

sellers, and with that said, let's get right to it: Tulsa sources They are hedging their actions. us to the stock goes up and as a result they are forced to cover their position and buy back their roll of shares, which causes the price of the shares to increase

more

and more, but as these roll warlocks continue to cover their position , they are making the stock price go up causing even more fights, the sorcerers

have

to cover their position and this is a cycle we are seeing over and over again and the Tesla bully keeps going up.

This is as a result of there being so many short sellers launching. We're getting hit, so let's go ahead and cover who these Tesla wizards are and what they're up to right now. The first silent shortlist is Jeff Osborn. This is a Wall Street analyst. He has been calling Tesla short many times, constantly reiterating this sell rating. stock release since August 2018, he has actually reiterated his holding 31 times and most recently stopped repeating that sell rating and interestingly, he is sticking to his sell rating and is out, still holding on to his short release on right now, let's take a look. in some of the ridiculous things he's said in the past, he's down, he's talking about competition, something we've always heard over and over again, it's changing, he's actually talking about a demand cliff, how will man decline over time ?

Tesla still does not

have

a rival brand in electric vehicles. I mean, I know other people make them, but they're like little individual vehicles. If you think about high quality or at least high visibility electric vehicles, it's just Tesla, so how much of this $200? The price target you have for the stock assumes that that will still be the case in two years or that it won't be the case that they will actually have a rival brand, yes, no, exactly, so we value the earnings power on a one-to-one basis. 20 y Certainly, the lower demand we have seen in the first two months of the year raises the question of what the sustainable rate of demand for Tesla will be in the future now that the deposit base has been depleted.

I think it's kind of a million. The dollar question is what is the natural rate of demand globally, certainly things have slowed down dramatically here in the US, but we have Europe and China. These are horrible arguments, but Jeff Osborne is most famous for having the lowest price target. stock launch this took place around July 2019 and let's see what CEO and senior analyst Jeff Osborne has to say about this price target. He actually has the lowest street price target for Tesla right now. Yeah, we're at 140, Andrew, so 100 is based on a multiple of 2021 earnings power and what do you think will have to happen between now and then for that number to be realized in terms of the price target?

I think it's the profit. Less prosperity of the cars, you know, you feel affected and in their success, but you know that now they are essentially wrapping dollar bills in every car they ship and not investing in the brand, so there are a lot of problems. I don't dispute that the quarter will be quite strong in terms of delivery estimates. There have been a lot of leaks during the quarter, so estimates have increased throughout the quarter, which is nice to see, but it's certainly crazy here at the end. of the quarter to hit estimates, so these two cliffs are actually within a one-month period.

In the clip above he talked about how Tesla had a demand problem where they peaked in the first and second quarters, but in this video he openly admits that the third quarter went haywire. Demand was strong. I don't dispute that the quarter will be quite strong in terms of delivery estimates and we constantly see this happening to all these short sellers, they are changing their thesis on Tesla stock all the time, first, their Tatas, no. lawsuit tests economic profits and now Tesla made profits, many strong sellers have moved away from the media but some of these short sellers are still here with us today in the media and they have made complete fools of themselves and One of these tests, Sarris, you are still here with us today is Craig Rowin, now Craig was really optimistic and Casta at one point was constantly reiterating his retention rating and at one point actually a by rating, but recently it became a by rating sale. and since then he has to stop causing spikes again and again after appearing on CNBC four days ago.

Craig Oren has made horrible arguments and one of them was that Tulsa recently raised $2 billion in capital by offering shares to investors. This is something praised. by many Tesla Bulls, but apparently Craig sees it as a bad thing on Gene's behalf, they raised the money, yes that puts me in an even better position than they were the day before, yes, if this whole story is about whether will have a cash crisis, they just measurably helped themselves to have six point seven billion in cash at the end of the quarter. Why do they need another two or three?

The only reason they need another two or three is if they are going to reverse what has benefited them. to the tune of 400 million over the last two quarters, they tilted out of the channel and then we're going to see Rd and sgna going up this year instead of, you know, Rd down, like what would happen if I told you they were going to build another. factory in China they are going to have the demand for that, they really have to sell the vehicles before they can do that and the factory in China they have been telling everyone that it has capacity for 150,000 cars, I mean the run rate that they can theoretically produce in is, you know, a thousand thousand cars a week, fifty thousand cars for which they don't need cash.

I think it's just them doing whatever. Shares are worth it. I think they're worth around three hundred. Still, you don't believe this. did he advance his calls at all not, I mean, I keep thinking, do you think it was smart of him to do this? It was absolutely the right decision for the CFO. He made a good decision. There's an old axiom: "You raise money when you can't when you have it." until last year you know they were kind of backed into a corner that's why everyone was negative, is it just me or does Craig seem too afraid of what he says?

His voice shakes up and down and he doesn't seem to have confidence in what he says. what he's saying, another pitch or salesman that's been in the media recently is David Weston, now for one thing I can't really say, this guy really is a bear for Tulsa because he won on CBC and he was talking about how his price targets. $326 and this happened on January 30, 2020 but as you can see in the clip below he actually just closed the bullish case even though he is supposed to be the bearish one there are smart people everywhere I mean some Retail investors are very, very clever and some just follow a trend, it really depends on how much work you want to do and how much interest you have.

I would warn you, although there is a difference between them. I think right now a lot of people feel very, very smart about investing, you know? Say less than $200 a share and he continued, it's great that they made a lot of money, but being an analyst means you're not in love with the company, in love with the CEO, and there's a big cult around Tesla. around Elon yes up to that point you have a fair value on Tesla 3:26 obviously it's trading at 644,645 per share right now how do you get to that number and why do you see such big risks to the price at the moment?

I wouldn't say I don't want to be too negative here because I said in my note last night that this is the most optimistic I've felt about the company in my five-plus years of coverage, it's just that in terms of vehicle volumes I've already been pretty generous with them to get to my number 326, for example, I have about five hundred and sixty-six thousand deliveries in 2020 and for a while it is certainly possible that that number could increase a little bit because they have We have more capacity in operation. I just think we have to think about the bigger picture.

You have to think about Kia and RIS. You have to think about the balance sheet risk, although they have a lot of convertible debt that they could possibly pay off without issuing cash, but I have never seen anything like this and there is still a very small company after the second largest market capitalization in the world, They're small in terms of volume, I mean. So, yes, it's a very exciting story, but stocks don't go up forever either, especially for one small reason throughout this entire interview. David Wilson is basically challenging himself, he's coming out with all these bullish arguments, in fact, this is the most bullish he's ever been on Tesla, yes.

For some reason, it still has a price target of $326, so tell me, David, why don't you change that price target to target 566k more vehicles by 2020? This is massive growth for Tesla and, in fact, this is actually a fairly bullish vehicle estimate. he actually talks about how the estimate is lower than he thinks and in the next bearish release we are not quite sure if he is a short seller, although it is very likely that it is not too surprising, but at the same time it is also corrupt. this just totally exposes Business Insider, a media source that constantly talks negatively about Tesla.

The CEO of this company, Henry Blodgett, is actually a Tesla bear. This isn't too surprising, since all of Business Insider is bearish against Tesla. We see this current again and again. once again and it's no surprise that the CEO of the company is a short seller of Tesla and the following clip is funny because Henry Budget talks about how Tesla stock basically fought over the last five years at the time was talking, but he made the statement right before Tesla went to the moon and is now $850 per share at the time this video is recorded, the stock is down more than 30% over the past year and has been stable for five years .

This is no longer this big growth story where everyone gets a jump. It's the future, it's a company that needs to work from you, go back to Apple. Steve Jobs had Tim Cook even before Steve Jobs left. Tim Cook was a master at producing gadgets. Everyone knew who he was. Everyone knew who the rest of the management team was. was at Tesla, it's still just Elon and this is a big company, so even if he doesn't, even if you're still the CEO and do what he wants, you don't really have to do anything, you need to train more people on the management team that investors know and trust and who are consistent and deliver on what they say they are going to build.

Part of it is that this story keeps changing all the time and I think it's a red flag to not have people with serious experience who can come in and talk about their previous experience in car manufacturing and the financial experience that comes with it and just say : Let's put in place the controls and consistency that you deserve to be a shareholder in a company of this size and scale, and want to be a car company for the next hundred years, it's pretty clear that no one can trust Business Insider with the CEO stating openly that he is bearish on Tesla given the fact that Business Insider's CEO is against NASA and that Business Insider makes fangs. or articles, it won't be a surprise if the Business Insider articles were negative about Tesla and that's just the sad truth of the media and now let's move on to the most infamous types of short sellers Gordon Johnson and this time let's take a look at Which is your argument about Tesla now at this moment?

If you're Gordon Johnson, you're just mentally crazy, you can't change your mind and admit you're wrong. Tesla for the last 10 years, every year they have lost money on the net income line during those 10 years they have a cumulative loss of more than 6 billion dollars of this type despite billions of dollars in incentives to taxpayers and it's objectively incorrect that they haven't generated free cash flow in the last five quarters, I don't know how you're defining that, but when you look at operating cash flow minus capital spending, that's objectively incorrect, we'll see what happens this year, but when you look at the facts and not look at an aspirational story, demand for your cars is collapsing and Europe, the US and China, just like you, know almost everywhere else and you will see that in a quarter they made about one hundred and eleven thousand and the deliveries I think that number could be as low as 80,000 in 1 quarter areselling three hundred and sixty seven thousand cars a year VW is making millions of cars and after spewing all these lies, there is no media outlet that will invite Gordon unless it's just to see the sights.

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