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  1. jkirkwood001

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

    I used to think so too. But these extracts contradict that: "Our purpose-built Robotaxi product will continue to pursue a revolutionary “unboxed” manufacturing strategy", "...new vehicles, including more affordable models, remain on track for start of production in the first half of 2025...
  2. jkirkwood001

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

    I think modern context is a factor. We know Trump has called Elon more than once in the last 6 months. We also know Biden, despite his other successes, will (stupidly IMHO) never call on Elon. Trump may have offered Elon an olive branch to get his support - he IS a master transactional...
  3. jkirkwood001

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

    Don't forget the stack for us sad-sacks on v.2.5 or less hardware (and EAP). True, it's not several stacks running on the same car, but it's still a stack Tesla needs to test against updates and to maintain.
  4. jkirkwood001

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

    Wow, would you two please knock it off or take it out of the thread? This is exactly the sort of selfish arguing that annoys everyone not named (in this instance) @Knightshade or @Usain . You've long ago lost our interest. Pissing contests, and trying to get the last word in, are NOT fun to read.
  5. jkirkwood001

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

    Up 85% since May 23rd. Pretty outstanding.
  6. jkirkwood001

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

    Have you ever heard the expression "put lipstick on a pig"? That's what typical OEM refreshes are. Do you not realize the amount of innovation that the Cybertruck entails? Both product and manufacturing innovation? Are you comparing that new model from Tesla to anything by any ICE...
  7. jkirkwood001

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

    Way back in 2020 I was on a contract with a bunch of other high-priced tech consultants (they of the MBA school of training, mine of the school of hard knocks, I have to say). I already had my Model 3 Dual Motor. One of the MBA guys, despite all the arguments I shared, bought the e-Tron for his...
  8. jkirkwood001

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

    NINE green days in a row. That's approaching record territory. Again, Rob Mauer (or @Artful Dodger ?) would have told us what the record was. And up 42% in a month! If nothing else, this is AWESOME for TSLA!!!
  9. jkirkwood001

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

    I've noticed this several times now. Although the byline indicates it's written by 'Senior Business Reporter' Ines Ferré, I feel Yahoo Finance is written by AI. Why? Because their Tesla articles seem factually-based, not advertising-biased or fossil fuel lobbied-biased. Like, of course MSNBC's...
  10. jkirkwood001

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

    C'mon. We rented a Tesla from Hertz and toured Iceland for 8 days, including ferry to overnight on Miðstræti Island. Outside of Reykjavik, there are only 7 Superchargers - you can adapt. I didn't get a photo, but when we arrived at the airport outside Reykjavik, Hertz had EIGHT white Model Ys...
  11. jkirkwood001

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

    I understand the knock against Ford. But personally I think it's a bit unfair to knock Farley. He has done lots to show his support for EVs, including getting reasonable EV products to market in a reasonable timeframe (tho they struggle to produce them at a profit), creation of Ford Blue...
  12. jkirkwood001

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

    Wow! We're almost back to where we were January 1st! That feels... barely adequate. /s Close: $248.42.
  13. jkirkwood001

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

    I agree. There's another issue I know of through working in the renewable energy sector: Most jurisdictions have lots of electrical power. Just not enough electricity to meet peak demand (here in Ontario, that's currently dinnertime in the summer, but our winter demand - due to the expected...
  14. jkirkwood001

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

    Cool it, folks. Lora @ CNBC says this is bad news. Sell! /s
  15. jkirkwood001

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

    Love this. They got paid to deliver roughly 32,000 3/Ys 'for free' from inventory, meaning they'd been built and costed last quarter, delivered and paid for this quarter. Should really help (quarterly) margins, no?
  16. jkirkwood001

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

    So much petty arguing on a day we're up 6%! It's so tiring when two people make a point on TMC, usually about something speculative which can't be proven anyway, and then hammer away again and again expecting the other person to say "you're right, I'm an idiot, you're so smart." Keep waiting. In...
  17. jkirkwood001

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

    It was tongue-in-cheek, please don't take offence. I could have put it another way: "I wish we could all underestimate TSLA's performance by that much!" At $210 as I write this. I thought of doing a poll today: Will TSLA ever go below $200 again? Seems obvious it will since we haven't even...
  18. jkirkwood001

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

    WRONG. I mean, sure, you were 'right', @SOULPEDL . But you were WRONG! ;)
  19. jkirkwood001

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

    It is good, but note that Canada still hasn't received Cybertruck. At 10% of the US population, they could have another 1,000 FS if / when they open the door. But I'm guessing that won't get approved before they switch to the non-FS in the US. And after that, buying a new 'Foundation Series'...
  20. jkirkwood001

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

    I know this is the investment forum, yet we can be superstitious about actually talking about what the stock is doing! But,... we're currently $12 over maxpain! I just can't believe it's going to stay flat til 4 PM. I don't know which way it's going to go - we don't, admit it - but there will be...
  21. jkirkwood001

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

    I think you mean 'INvalid', otherwise your post doesn't make sense. Or at least, loses a lot of its sarcasm.
  22. jkirkwood001

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

    Still, with maxpain at $190, there gonna be a ton of downward pressure today. Still green pre-market, let's see how that holds up. Better than Biden in the debate I hope (whoops, couldn't resist).
  23. jkirkwood001

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

    'Interesting pivot' indeed. We know Ferrari makes tons of profit per vehicle, but I have to believe this is a smarter long-term play than trying to beat Tesla at the supercar owners market, especially if Rimac can be first within certain markets (before Tesla). I still wouldn't invest in them...
  24. jkirkwood001

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

    Really? Entering a roundabout safely and expeditiously is about knowing which of the cars already in the roundabout are exciting before they reach me, and which ones aren't. That's what a signal is for. If many NA drivers don't signal, it's not because it doesn't help other drivers. IMHO...
  25. jkirkwood001

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

    CEO Dara Khosrowshahi sold 50% of his shares, or 1 million $UBER shares, last week for a total value of $70.4 million.
  26. jkirkwood001

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

    I was curious, because I liked Subaru's before my switch to EVs, so I looked up the Solterra. It's a variant of the Toyota bZ4X, so nothing to write home about. But speaking of FUD and MSM, Subaru's website links to a moderately-positive review at Car & Driver. That same article shows the...
  27. jkirkwood001

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

    You're right. Maybe numbers don't get much better til 2025 even. That's the impatient part, but consistent with WS' past practice..
  28. jkirkwood001

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

    I feel as bullish as ever after seeing and hearing Elon focused on Tesla, committed, strategic, and goal-oriented. Sure, I'd support a new compensation package giving him 25% control if he helped TSLA hit $5 T valuation. That would basically be 10x again. What's not to like? Either Wall Street...
  29. jkirkwood001

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

    BULLISH. Edit: Thanks, Elon. Glad to see you so happy! You deserve it.
  30. jkirkwood001

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

    Pre-market is happy with Elon's compensation plan & Tesla exodus from Delaware (+6.9%): I'd say his commitment on Twitter to make TSLA the most valuable company on earth is more significant to us shareholders, perhaps as a consequence of this vote. And so many votes cast on the last day -...
  31. jkirkwood001

    Megapack sales contact in Canada?

    Thanks. It's a different link, I just found that one, maybe browser vs. mobile, but thanks, I submitted.
  32. jkirkwood001

    Megapack sales contact in Canada?

    I represent a renewable energy co-operative in Canada. I'm trying to speak with someone from Tesla about a community-scale Megapack installation in Canada. Tesla Canada's contact page doesn't even list the product! (see below.) Can anyone suggest who to contact or how to proceed? Also, any idea...
  33. jkirkwood001

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

    Whoa. Image of CyberCab?? Looks like pop-up doors and a seat facing left towards... an open shelf (i.e. not a steering wheel)
  34. jkirkwood001

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

    No, I said, in my opinion the fall has been partly the fault of Tesla / Elon. Why has been covered by many of us - repeatedly - over the last long while, I won't repeat the suggested reasons again. I understand if you disagree with my opinion, but I the facts about share price compared to the...
  35. jkirkwood001

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

    I didn't talk about Tesla's growth. I quoted the facts about TSLA's share price compared to the market. I admit SP is an indirect indicator on the health and perception of the company. But maybe there's another thread for Tesla production than this investors thread.
  36. jkirkwood001

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

    I joined around the same time you did. I don't think the average quality of posts 'declining' is fair. Between 2018 and 2021, Tesla became the most valuable auto manufacturer in the world and the stock jumped ~20x. I used to post charts showing TSLA passing the other OEMs and charts showing how...
  37. jkirkwood001

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

    I'm voting for my Alphabet (Google) shares. I noticed two things: Motion 5 seems to be the same as we have for TSLA's vote. Is this some common shareholder's particular campaign? Motion 6: Can you imagine if somebody challenged Elon that his views were not truthful and transparent enough...
  38. jkirkwood001

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

    Personally, I have no doubt that AI will have as much an impact on the world as the Internet did starting around 1990 (for those of us old enough to have been around needing to convince our companies, and our family and friends, that this was going to happen.) Quick: what is the Internet's...
  39. jkirkwood001

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

    Argh! https://downforeveryoneorjustme.com/proxyvote.com
  40. jkirkwood001

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

    I scrolled quickly by the last few pages of annoying arguments between two members who should know better - at least for boring us with their pissing contest - and realized nobody has mentioned our amazing green day! Whoo-hoo! Up +0.01%! I'm up... (checks dynamic Sheet)... three figures. Sweet...
  41. jkirkwood001

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

    If 500 people are let go at once, for a categorical reason and not their individual performance, simple math suggests not all 500 of them were 'bad employees'. Instead, it seems to me more likely that the way the Supercharger program was being run required a complete overhaul, and the Executive...
  42. jkirkwood001

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

    This stock is crazy. Up another 8% in pre-market. Feels good, sure, but we're back to where we were a month ago and still down 28% YTD.
  43. jkirkwood001

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

    Weekend OT: When Cybertruck gets FSD, will the steering wheel move? Hmmm.
  44. jkirkwood001

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

    Good points. Does every dollar in carbon tax go to a cause or program you and I believe in? No, of course not. Is the only (Cdn.) party that supports a carbon tax the only good party? No, of course not (besides, the Green Party also supports a carbon tax). I've consulted for our federal...
  45. jkirkwood001

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

    I think that's wishful thinking on our part. Here in Canada, the Liberal government may soon be booted out of office in no small part to it's rollout of a carbon tax. And the recent rise in favor of hybrids over EVs in the US is another example of citizens virtue-signaling they care about the...
  46. jkirkwood001

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

    Thanks, but I disagree. Whatever they can COGS the Model 3 at, it's easy to imagine an urban vehicle that has 2/3 the acceleration, 2/3 the entertainment, 2/3 the range, 2/3 the storage, and a more economical production model, which should cost ~2/3 as much. So if the 3 COGS for $30 K, then the...
  47. jkirkwood001

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

    Elon: "We're putting the 'auto' into 'automobile'" edit: which came after "like Cathie Wood says, we shouldn't be seen as a car company, we're an AI / autonomy company" edit: In response to a question about if Tesla can keep up with Chinese competitors being able to imitate a low cost EV.
  48. jkirkwood001

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

    Could this just be Tesla reverse-Osborning? (Has anybody said this already? 8 pages in 24 hours?!? I can't keep up). If people expect a $25 K Tesla, and it's stopping them buying what is offered for the next 18 months, there's something to be said for the tactic of Tesla pretending they aren't...
  49. jkirkwood001

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

    ...or charge at 120v for 95+% of the daily driving you need*, and go to a Supercharger whenever you need to drive hundreds of miles in less than 24 hours. Seriously, I have a Tesla charger and it's convenient, but it's not necessary. My brother has as an IONIQ and no dedicated home charger...