w******g
发帖数: 2047 | 1 也是的，每季烧十几亿谁也烧不起
https://www.marketwatch.com/story/tesla-is-just-months-away-from-a-total-
collapse-says-hedge-fund-manager-2018-03-27
Unless Elon Musk “pulls a rabbit out of his hat,” Tesla will be bankrupt
within four months, says John Thompson of Vilas Capital Management.
“Companies eventually have to make a profit, and I don’t ever see that
happening here,” he told MarketWatch. “This is one of the worst income
statements I’ve ever seen and between the story and the financials, the
financials will win out in this case.”
Thompson manages $25 million and his Tesla TSLA, -7.15% short is the fund’
s biggest position. To be fair, he’s been betting big against Tesla for
years, which, of course, means he’s endured some brutal stretches.
Last April, for instance, the stock hit a record high around the $300 mark,
and Musk was right there to troll the Tesla bears:
Elon Musk
✔
@elonmusk
Stormy weather in Shortville ...
11:30 AM - Apr 3, 2017
11.5K
4,036 people are talking about this
Twitter Ads info and privacy
From that point, the stock continued to break new ground, eventually topping
out at $389.61. But despite Tesla’s strong performance in 2017, Thompson’
s fund still managed to churn out a 65% gain for the year.
Now, Tesla’s back to where it was when Musk fired off his “Shortville”
tweet, and Thompson is confident his bet is about to pay off nicely.
In fact, Thompson says if his prediction comes true, his fund could surge by
another 50%. With that in mind, he says he’s investing $500,000 of his own
money.
“Tesla, without any doubt, is on the verge of bankruptcy,” he told clients
in an email over the weekend. He explained that funding will be hard to
come by in the face of problems in delivering the Model 3, declining demand
for the Model S and X, extreme valuation and a likely downgrade of its
credit rating by Moody’s from B- to CCC.
“As a reality check, Tesla is worth twice as much as Ford [estimate of the
enterprise value of both companies], yet Ford F, -0.14% made 6 million cars
last year at a $7.6 billion profit while Tesla made 100,000 cars at a $2
billion loss,” Thompson said. “Further, Ford has $12 billion in cash held
for ‘a rainy day’ while Tesla will likely run out of money in the next 3
months. I’ve never seen anything so absurd in my career.”
Tesla declined to comment on Thompson’s views.
At last check, Tesla shares were down almost 5% at $290, while the Dow Jones
Industrial Average DJIA, -0.36% was up triple digits. | h****n
发帖数: 3447 | 2 关键是庄家挺TSLA这么久才发现，原来Musk不止忽悠投资者，还准备忽悠庄家，未来要
拿几百亿的股票，公司不赚钱，最后是准备让庄家给他发工资。庄家自己看看自己的钱
包，看看Musk未来的收入，骂what? LOL
【在 w******g 的大作中提到】
: 也是的，每季烧十几亿谁也烧不起
: https://www.marketwatch.com/story/tesla-is-just-months-away-from-a-total-
: collapse-says-hedge-fund-manager-2018-03-27
: Unless Elon Musk “pulls a rabbit out of his hat,” Tesla will be bankrupt
: within four months, says John Thompson of Vilas Capital Management.
: “Companies eventually have to make a profit, and I don’t ever see that
: happening here,” he told MarketWatch. “This is one of the worst income
: statements I’ve ever seen and between the story and the financials, the
: financials will win out in this case.”
: Thompson manages $25 million and his Tesla TSLA, -7.15% short is the fund’
| w******g
发帖数: 2047 | 3 不过这厮manage的基金只有25M, 也太少了吧，估计也是一个大忽悠
【在 h****n 的大作中提到】
: 关键是庄家挺TSLA这么久才发现，原来Musk不止忽悠投资者，还准备忽悠庄家，未来要
: 拿几百亿的股票，公司不赚钱，最后是准备让庄家给他发工资。庄家自己看看自己的钱
: 包，看看Musk未来的收入，骂what? LOL
| c******a
发帖数: 4400 | 4 这他妈街上还有manage 25M出来接受采访的？ | x*********a
发帖数: 49 | | p*********y
发帖数: 1617 | |
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