Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. bhtooefr

    Aptera

    I think you could actually get quite a bit of improved aerodynamic efficiency by going narrower, although it's the main passenger cell's width that matters far more than the overall width. So a very very VERY rough estimate of frontal area is that it's ~58% of the width times height. (I'm...
  2. bhtooefr

    Aptera

    The XL1 is also a four-wheeler and therefore can have a much narrower front track while still being stable. Aptera could've gone for inboard wheels and maybe could've faired things to keep the Cd down, but would've massively increased frontal area, and therefore increased drag. That said, it's...
  3. bhtooefr

    Aptera

    Munro is also working with Aptera and Arcimoto, FWIW.
  4. bhtooefr

    Aptera

    Essentially, it'll have 1.5x the drag in deep snow of a equal front/rear track 4-wheeler (with the additional caveat that there won't be a center track in the snow removed by other passing cars, so on untreated but heavily traveled roads, the drag will be higher than 1.5x). However, it has the...
  5. bhtooefr

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

    Not sure if Tesla's plug is patented or not, but there's really two reasons to put one on your car in the US: Using Tesla destination charging (which nowadays requires Tesla approval except on older HPWCs that only speak J1772 protocol, or newer HPWCs that have had the protocol switch flipped...
  6. bhtooefr

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

    A FYI: Tesla may soon be getting revenue for the Supercharger network from another automaker. Aptera's website shows a Tesla connector on their prototype: https://www.aptera.us/?pgid=k096lhqx-0e60da80-165d-4d29-bc08-eb703e54bf05 Thread for discussion of the Aptera relaunch over here: Aptera
  7. bhtooefr

    Aptera

    Their official forums have a thread where mention that they can't talk about the port: https://www.aptera.us/forum/aptera-tech-questions/excellent-launch-video-but-is-that-a-tesla-receptacle-plug-on-an-aptera I can't think that that could possibly be a "mistake" - the Aptera website features...
  8. bhtooefr

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

    ...worth noting that that feature (using computer vision to predict suspension demands) is actually not new, Mercedes-Benz had it in 2013: However, I wouldn't be surprised if the FSD computer being used for active suspension control would be better optimized.
  9. bhtooefr

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

    Also the Cybertruck - the million mile battery unladen might only be 333,000 miles towing, and that's a decent acceptable lifespan. For the situation of cold weather and being unable to plug in (and therefore unable to reasonably run battery heating constantly) - lead acid has historically...
  10. bhtooefr

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

    That's... not as insurmountable as it seems. First, Teslas don't, to my knowledge, send any ID to the charger. They just have a flag telling the charger whether they're authorized to charge, and the car then communicates the billing info for that charge session back to the mothership. (This is...
  11. bhtooefr

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

    When switching, you're selling to close that option position and buying to open a new option position, as far as I'm aware. Your broker letting you do it in one transaction is just making it so that you can do the trade as a discrete operation, rather than as two trades. (I am not a tax...
  12. bhtooefr

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

    However, monopolists and near-monopolists tend to be treated much more strictly than small players as far as anticompetitive actions go, and a player staying visibly well away from the line sometimes is treated by governments much more kindly than one going right up to the line of what's legal...
  13. bhtooefr

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

    Ignoring Chinese manufacturers (including Volvo/Polestar due to their Geely ownership), these two examples came to mind immediately: GM: New 2021 Envision Still Built In China Honda: Made-in-China car sells well in Canada, Honda says
  14. bhtooefr

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

    Wrong thread for us being NKLAQ, people! (I'm not judging, just saying that this isn't the thread, there's a thread below this one for that.) And now for short interest. I see it was already posted, but for completeness: 54,890,314 shares shorted, a 10.84% drop (after adjusting for the...
  15. bhtooefr

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

    You all, there's Nikola and Lucid threads, now. (The disagrees that I just doled out were not based on the content of the posts, but rather where they were posted.)
  16. bhtooefr

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

    I personally would rather ride in the back of a 3 than an S due to the S's rear seat ergonomics (having ridden in the back seats of both)...
  17. bhtooefr

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

    Significantly larger than the Model S, I believe - if the 3 is a competitor for the A4/3-Series/C-Class and the S is a competitor for the A6/5-series/E-class, as I understand the Lucid Air is a competitor for the A8L/7-series L/S-Class LWB. Looks like it's similar length to a Model S or to...
  18. bhtooefr

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

    AFAICT for the S&P 500, the weighting is in proportion to the market cap based on the public float, with a divisor that's adjusted after market close in response to corporate actions and companies being added/removed from the index.
  19. bhtooefr

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

    What about weighting, though? I'm pretty sure what @jw934 is proposing is to include TSLA at 10% of the "correct" weighting, and then increase the weighting periodically to spread out the shock.
  20. bhtooefr

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

    That's the S&P BSE 500. Which is Indian companies.
  21. bhtooefr

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

    ...what's the options volume, though? Like, if the shorts decided to just buy a ton of put options, the market makers would 100% legitimately, as the exact reason for the market maker exemption, be allowed to short-sell, right? (Arguably, this is a case for the market maker exemption to be...
  22. bhtooefr

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

    ...if you're dealing in lots of 100, any reason why you couldn't sell calls at the strike price that brings your position back to the UVL, and collect the options premium, instead? (I guess using limit orders in this case gives you flexibility to more easily cancel an order, but.)
  23. bhtooefr

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

    Looks like Baillie Gifford reduced their TSLA stake to 4.25%, and no longer has to report their stake: https://www.sec.gov/Archives/edgar/data/1088875/000108887520000084/teslainc31082020.txt
  24. bhtooefr

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

    For what it's worth, every ICE car has to go through all five tests for emissions testing. There's three ways to report fuel efficiency: Vehicle-specific 5-cycle method: This is what the EPA would actually prefer, and it uses the results of all five test cycles. Derived 5-cycle method, using...
  25. bhtooefr

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

    Looks like Robinhood updated the options positions last night, and also got them right.
  26. bhtooefr

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

    If the drag coefficient can be kept down (this is a big if!), a narrower compact car will have lower energy requirements, and therefore fewer cells required for the same range. If Tesla's cell-constrained, the mission is furthered by getting more range per cell. Additionally, if Tesla can get...
  27. bhtooefr

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

    Latest NASDAQ short interest report as of 2020-08-14: 12,312,197 shares shorted (+3.07%) $20,323,866,709.87 at risk (+18.9%) Ihor's guess: I had to guesstimate off of the graph because he didn't post an estimate on the 14th, but he got the direction completely wrong, and his estimate was...
  28. bhtooefr

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

    Also, for completeness, they sent a separate e-mail about the split for options holders (links removed because they look like they might be personally identifying):
  29. bhtooefr

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

    The problem in that specific case is... actual cost of ownership does not matter in that kind of situation. The perception of flaunting wealth is enough to cause problems, and a Model 3 is considered a luxury car, just as the competing ICE cars - an Audi A4, BMW 3-series, or Mercedes C-Class -...
  30. bhtooefr

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

    Except, given due bills, wouldn't shorting more shares backfire (by creating liability to deliver 4 more per naked short)? Or would they be able to sell shares without due bills, and the dividend just doesn't get delivered? I feel like that would be incredibly illegal, and would also reveal to...
  31. bhtooefr

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

    Nope, that won't work, as far as I can tell. (I looked into this.) (And, @willow_hiller, I think this will answer your question, too.) I think this boils down to... because the order is date of record (21st), dividend date (after close on the 28th), ex date (open on the 31st), what this...
  32. bhtooefr

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

    ...so the broker credits the lender with the four shares and immediately marks them as lended to the short? I guess if the lender is in any program to lend shares (which by definition they would be), that could automatically happen...
  33. bhtooefr

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

    But, in that case, the broker would have to provide 4 shares upon the split to the lender, to cover the short's obligation, no? And, they'd have to get them from their own pool of shares, they couldn't borrow them, right?
  34. bhtooefr

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

    Also, updated short interest data from NASDAQ: A bit of covering to 11,945,253 shares shorted, a significant drop in value at risk, but still $17B. Ihor was 3.5% off (he estimated too much covering). The next two of these short interest reports will reflect pre-split, after that I think I'll...
  35. bhtooefr

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

    OK, so, just to clear something up - it looks like, as the ex date is after the date of record, Tesla shares will continue trading as if the dividend hasn't happened, until the 31st, just like with Apple's split? That is one hell of a short burn, and I don't see a way for the shorts to get out...
  36. bhtooefr

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

    It's still a diesel, so, yeah. Might even have to cheat harder depending on what their emissions control strategy was, due to the starting and stopping.
  37. bhtooefr

    Tesla van - Model V ?

    "In-between a minivan and van in size" sounds targeted at vans like the Volkswagen Transporter, Mercedes V-Class/Vito/Metris, and Ford Transit Custom. For context, in the US market, we have "minivans" which are the same class of vehicle as Europe's MPVs, and the very definition of the US...
  38. bhtooefr

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

    A lot of sham businesses were set up when the H2 came out, to claim that tax benefit, but Tesla should not advertise based on that - the $7500 EV tax credit was available to anyone that had enough tax liability (and, for those who didn't have enough tax liability, they could at least claim part...
  39. bhtooefr

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

    Yeah, that's a huge thing - and as a result of those kinds of problems, motorsport itself could just fall in popularity, as we've seen in the US over the past ~30 years (NASCAR, IndyCar, and IMSA all losing viewership to stick-and-ball sports, and F1 never having huge popularity here (and not...
  40. bhtooefr

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

    Take all of this with a caveat that I wouldn't touch Ferrari stock with a ten foot pole: ...Ferrari is a weird case, because at times, they've made more revenue from selling branded apparel than cars. In some ways, they behave as a giant sports team instead of an automaker. This is because...
  41. bhtooefr

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

    Makes sense, really. Clorox cleans/sanitizes your stuff, especially during a pandemic (although last year that wouldn't have been a factor), and there's not really much to go wrong with it that isn't obvious user error.
  42. bhtooefr

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

    I mean, let's add things up. From the top 25 automakers by market cap, subtracting Ferrari (niche), Chinese (protectionist, although possible that Tesla could eat them too), and Indian (protectionist), I'm getting $832.34B from Tesla monopolizing the auto industry. Then there's another $1.231T...
  43. bhtooefr

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

    IT == no ground, just neutral. I could see that really confusing some cars. Also, re: the panel gap discussion... one thing affecting things is $TSLAQ jumping into the mentions of propsective and new Tesla buyers on Twitter to warn them about quality issues. So, that's another thing that can...
  44. bhtooefr

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

    There are, of course, ways to reduce those lifespans - using things like incorrect fluids would help. (And, I mean, Renault actually does that on the Twizy, as I understand - the factory gearbox fill is not what the gearbox manufacturer specifies.)
  45. bhtooefr

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

    I didn't see anyone pick up the short interest report from Friday (although I did fall behind on the thread due to an online event that took most of my mental bandwidth, and had to skip forward), so I'll post here. As of 2020-07-15, 12,710,428 shares sold short, for $19.65B at risk. The $15B...
  46. bhtooefr

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

    Gotta use your Teslaquila somehow, and don't want to accidentally go to plaid and make Tequila Mistakes. You might become bankwupt. So, margaritas: the chill mode of Teslaquila consumption.
  47. bhtooefr

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

    Robinhood is showing an estimated EPS of -$0.11/shr (which is a non-GAAP estimate at that), I believe that's sourced from FactSet. No wonder this is being reported as a beat - non-GAAP EPS is actually $2.18/shr.
  48. bhtooefr

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

    Trailing 12 months - Q1 wasn't enough of a profit to make the past year profitable, Q2 was (because every one of the past three quarters was also profitable) is I believe what's going on.
  49. bhtooefr

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

    Average energy consumption is actually higher on subcompacts nowadays due to worse aerodynamics, although that's mainly a problem with highway - it tends to cancel out in the city where lighter weight wins. However, outside of nations with wide open spaces like those in North America...

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top