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Recent content by Ogre

  1. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yep. But the other one suggested $240 was the next big stop on the roller coaster if we busted 221.
  2. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yesterday closed at 221. Opened at ~228 today. Is this a "Gap" which will need to be filled later? Why or why not?
  3. Ogre

    Russia/Ukraine conflict

    I seriously doubt there was ever going to be a full on beachhead across the Dneipro. The possibility of breaching the dam has always been there and Ukraine simply lacks the fleet of boats they would need to make a rapid move across the river like that. Occupying the island was an effective way...
  4. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Made the mistake of watching a couple Technical Analysis videos yesterday. One of them suggested there were no major road blocks between here and $300/ share with a fairly open ended interpretation of when. The other was shorter term and suggested that opening strong today and holding it would...
  5. Ogre

    Russia/Ukraine conflict

    I’m sure Russia would far prefer plausible deniability here. Much like they are denying they destroyed the dam, they will want something other than just blowing up the plant which they can blame on Ukraine.
  6. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Will TSLA double my Cybertruck Ticket gets pulled? I think this is the question most of us really want the answer to. A TSLA double frees up a lot more money for accessories and FSD. I’m sure a lot of folks are thinking the same with regards to the Roadster, but I’m a bit less ambitious.
  7. Ogre

    Russia/Ukraine conflict

    I know these Russian words and Cyrillic spellings can be super confusing, but I think we can get this one word right if we try. Dam - A large structure that holds back water or other fluids. "The Hoover Dam generates a lot of electricity!" Damn - Be condemned by god to eternal damnation. More...
  8. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For the moment, set aside rumors and old data about 4680 production volume. The Model Y AWD is the top vehicle on Tesla's Model Y page. It is $3,000 less than the Model Y LR. What percentage of buyers do you think will tap on that Model Y button? That's all I'm looking at. This is why I was...
  9. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla was comfortable adding the Model Y to their web site as the base Model Y offering and $3,000 less than the LR. Seems very likely at least 15-20% of Model Ys sold in the US are this configuration at this point. I seem to recall the Model 3 SR was about half the volume of Model 3 prior...
  10. Ogre

    Cybertruck towing discussion

    This does not appear to be the case. Tesla is using similar technology and 1000v charging, but the actual adaptor is different because the Semi needs about 4x as much power delivered. The Cybertruck will have a connector which is compatible with existing Superchargers (The NACS standard) while...
  11. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The vast majority of cars sold in Q1 were sold at the prices set early in the Q. There was a massive sales spike and a month+ wait list after those prices were set. If you are going to talk about the “Average” price, that is where you should be looking, not at the columns where sales slowed...
  12. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The vast majority of Teslas sold in the 1st quarter enjoyed the pricing set in mid-January. There was a huge spike in sales and orders backed up a bit. A handful of sales during the end of the quarter were based on those peak prices. You can safely lower the average price for the quarter by...
  13. Ogre

    Russia/Ukraine conflict

    This all sort of assumes it will fail due to neglect/ lack or resources to repair. My worry about ZNPP is that it will be actively sabotaged by the Russians. That 2 weeks of fuel becomes tank fuel or destroyed. Coolant pond dams can get blown. This is my big concern. They’ve already shown...
  14. Ogre

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can’t understand how someone can invest in a company when they clearly think company management is completely incompetent. I get how people can be bearish about specific things, lots of things which are concerning, particularly around the Macro and delivery timelines. But the way you paint it...