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  1. Chenkers

    Tsportline in Australia

    I imported TSportline wheels for my Model 3 about 4.5 years ago (see profile pic). They've been good but all up including import taxes they were relatively expensive. Next time around I will try harder to find a local wheel that matches my requirements.
  2. Chenkers

    Wiki Selling TSLA Options - Be the House

    STC 190+/185P- spreads at $1.75, bought Friday for $0.75.
  3. Chenkers

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

    So why couldn't Elon just sue Tesla for loss of wages? Can a CEO even do that? And I'm not suggesting it would be truly adversarial. According to the judge, Tesla didn't sufficiently disclose conficts and influence through the shareholder vote process, so on this reading it's Tesla's negligence...
  4. Chenkers

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

    No, Australia never had NACS. We originally had a modified Type 2/Menezes that provided DC charging and comms through the pins. Then when model 3 was released CCS2 combo cables were added at superchargers and older S and X could get upgrades for CCS2.
  5. Chenkers

    Powerwall 3 Roadmap - 3 Phase Coming!

    The limit for the local distributor is 10kW inverter connection on single phase. So the 9.6kW version of the PW3 complies, or some other 10kW inverter. he solar is rally sized to work better through the Melbourne winters so in summer it charges the Model 3, heats the spa or supplies whatever...
  6. Chenkers

    Powerwall 3 Roadmap - 3 Phase Coming!

    Just 1 x PW3 planned so OK.
  7. Chenkers

    Powerwall 3 Roadmap - 3 Phase Coming!

    5kW export limit through the Powerwall3 complies with Jemena requirements.
  8. Chenkers

    Powerwall 3 Roadmap - 3 Phase Coming!

    Current cost for PW2 is $10,400 plus $1700 for the gateway, with typical install around $2500. So $14,600 all up ($15k close enough). We don't have AU costs for PW3 yet but in the USA they've kept PW3 costs the same as PW2, so a reasonable expectation that we will see the same. With PW3 you...
  9. Chenkers

    Wiki Selling TSLA Options - Be the House

    Thanks for the exceptionally informative post @dl003 Just wondering what settings you use for RSI in Tradingview as yours appears to be slightly more dampened than what I see on mine with the standard 14 period length setting.
  10. Chenkers

    Wiki Selling TSLA Options - Be the House

    Pre-market looking strong, currently up $1.39 at $194.96. I was expecting a push down based on the Model Y price cuts/discounts but looks like technicals trumping fundamentals for the moment. However I do expect a conccerted push down early in the main trading. Btw, I do track (and often trade)...
  11. Chenkers

    Wiki Selling TSLA Options - Be the House

    Not keen on seeing this thread filled with non-TSLA trades. There's been patches of this in the past but they tend to die off before long, so not concerned overall. I may not post much in this thread lately but I've been in it and read everything from its inception. I'm mostly day trading now...
  12. Chenkers

    Near-future quarterly financial projections

    Yes he does. For example in yesterdays video he spent over a minute going through the latest China numbers and he maintains his own spreadsheets of weekly insurance numbers and production/exports.
  13. Chenkers

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

    All this back and forth about Evapco units is probably annoying everyone to death at this point. To clarify this issue and answer the question above I can provide some clarity. The Evapco units are not dehumidifiers, they are Cooling Towers. Cooling towers are heat rejection units that are used...
  14. Chenkers

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

    I wouldn't be so pessimistic. We know there are plenty of vehicles in development that can take increasing 4680 volumes and Tesla seem to be confident that the 4680 ramp can keep ahead of the Cybertruck ramp. If the Roadster 2 does go into production, I see it as a sign that Tesla have now...
  15. Chenkers

    Wiki Selling TSLA Options - Be the House

    They didn't give any 2023 estimates in the Q4-2022 P&D, so I think it highly unlikely that they provide any 2024 guidance before the ER.
  16. Chenkers

    Wiki Selling TSLA Options - Be the House

    Fair point and sorry to drag this out and potentially distract from your excellent post. However a lot of people trading spreads or IC would not have enough cash in their accounts to cover the share purchase if the short Puts in their spreads get exercised. If this was the case it would mean...
  17. Chenkers

    Wiki Selling TSLA Options - Be the House

    Great analyis and non-advice @Yoona. I agree it's best to roll, at least initially. I would personally try to roll for a couple of weeks and try to improve strike as much as possible without a debit roll. Beyond that I'd start to strongly consider closing it out depending the overall account...
  18. Chenkers

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

    Sheet moulding compound Sheet moulding compound - Wikipedia
  19. Chenkers

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

    The 4680 Model Y's that Giga Texas was producing until recently had front and rear castings plus structural battery pack. Not sure about the Berlin BYD blade Model Y's but these could also use both castings as Berlin has produced both.
  20. Chenkers

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

    The gigapresses at Giga Shanghai are supplied by LK Machinery, not their subsiduary IDRA. IDRA have so far supplied the gigapresses for Tesla locations outside of China. This 16,000 ton could be for Tesla but equally could be for another client and not necessarily in automotive.
  21. Chenkers

    Wiki Selling TSLA Options - Be the House

    I though it was generally understood/assumed around here that Yoona is female. She has mentioned her husband and daughters in the past, never objected to others referring to her as "she", "her" etc and often addressed the majority in this thread as "boys". I guess the threads getting so long...
  22. Chenkers

    Superchargers in Australia

    Moonee Ponds is 6 stall V2 and it does get pretty busy. Another supercharger site in the west is definately needed soon as there's plenty of Teslas out that side of the city. Footscray is growing rapidly and getting enough apartment density to warrant a v3 site. Or else further out with decent...
  23. Chenkers

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

    Around $234-237 could be where to expect a bounce. RSI should be around oversold territory by then, which usually signals a bottom. My expected timing for a bottom coincides with the expected P&D release during early Monday trading on Oct 2nd. Current price action seems to be pricing in a poor...
  24. Chenkers

    Wiki Selling TSLA Options - Be the House

    About 60% of the time it will rise and then turn into a MMD before recovering. About 20% of the time it just goes down and about 20% it goes up and up, It very very rarely stays level. This is mainly for the first hour to an hour and a half of trading from the open. I did this analysis going...
  25. Chenkers

    Wiki Selling TSLA Options - Be the House

    I'm a little wary of the current bounce being short lived before we dive back down into next week to test the uptrend line again. My wariness sort of aligns with this MTM video from today. I note that a similar thing happened around Powell's Jackson Hole speech last year (August 26 2022)...
  26. Chenkers

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

    Below are a video and photo from X of the Cybertuck being filmed in what looks to be Iceland. Speculation this could be part of filming a Tesla Cybertruck promo piece ahead of the production launch.
  27. Chenkers

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

    Looking back at the last CPI release on July 12, we had a similar positive reaction in pre-market to a cool CPI print. The days trading was fairly muted but then it did kickoff a rally from the local low to the recent high just under $300. Hopefully we've put in a local low and can get back to...
  28. Chenkers

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

    I also get confused with the mixed up way the terminology gets referred to around here. In Australia we have the driving wheel on the right hand side of the car and we drive on the left hand side of the road. As far as I know, the correct terminology for this is Right Hand Drive (RHD) and Left...
  29. Chenkers

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

    No, I don't think it's typical of an early Model S. An NCA curve is very similar to an NMC curve and both very different to LFP and the graph you've shown. There are also plenty of test curves around for early Model S 18650's that show a similar sloping curve, such as these: Tesla Model S...
  30. Chenkers

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

    The graph you have posted isn't the best example in this case as it looks to be the curve for an LFP battery. Since virtually all earlier Teslas and all current long range models use a high Nickel chemistry they have a different charge curve. The greater slope on an NMC etc chemistry curve is a...
  31. Chenkers

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

    Haven't seen anyone mention this yet, but accoring to Bloomberg, Tesla is seeking $100M in govt funding for a Semi charging route from Texas to California. Street Insider article here: Tesla (TSLA) seeking $100M for Texas to California truck charging network From the article: According to...
  32. Chenkers

    Wiki Selling TSLA Options - Be the House

    I haven't noticed any clear pattern in early pre-market direction setting a trend for the main session. It could be that early pre-market bullishness is its own thing. Today looking like an unexpected up-trending day so far.
  33. Chenkers

    Wiki Selling TSLA Options - Be the House

    We've gapped up in pre-market 80% of days over the last month with an average gap up of $2.60 (pre-market 30min high - after market close). It's becoming a very obvious pattern that makes up a relatively large proportion of the stock moves. Doesn't help options trades so much because you can't...
  34. Chenkers

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

    And just like that the massive Put wall at $270 is gone, leaving just the $250 Put wall. Looks like it could be a nothing Friday in terms of TSLA price action with the MM target price currently looking under or around $260 (Max Pain now $265). Yesterday, while everyone here was so busy...
  35. Chenkers

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

    We already know where the next Megapack factory will be, because Tesla announced in April that they will be building it in Shanghai. Tesla To Build Megapack Factory In Shanghai - CleanTechnica This is for 40GWh/10,000 units per year with construction originaly expected to start in Q3 2023 and...
  36. Chenkers

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

    10GW capacity per line only applies to the Kato Rd pilot facility. My understading is the new full production lines at Austin, Nevada etc are 25GW per line, bringing the total planned production capacity at Austin to 100GWh/yr. I quoted the source for this as the limiting factor in my post...
  37. Chenkers

    Wiki Selling TSLA Options - Be the House

    In the last couple of months I've been mainly day trading shares (no real LT CGT or tax issues). I've put a lot of time and effort into learning price action, risk management, entries/exits and have a deep understanding of how TSLA trades. And while a times it's been more profitable than selling...
  38. Chenkers

    Wiki Selling TSLA Options - Be the House

    Anyone looking for a clue as to how today could play out may want to have a look at what happened after the Q1 earnings report. So far things have played out in an eerily similar way - down after hours during the call, down over 10% on the Thursday, up pre-market Friday. (You would almost think...
  39. Chenkers

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

    The uptick rule comes into force once TSLA gets below $262.13. So it's unlikely we see $260 today. Max pain is also likely to move a bit as there's a lot of Calls and Puts being opened and closed. For example there are around 72,000 $270 and $280 Puts that people will be taking profit on...
  40. Chenkers

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

    The only significant retooling that was previously announced were updates in Shanghai to the Model 3 line and possibly Model Y. There were also upgrades to Austin but that has less impact on a ramping factory still under major construction. All that was supposed to have been mostly completed and...
  41. Chenkers

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

    When Tesla first announced the 1.8 Million vehicles target for 2023 (and Elon upped to maybe 2M), I thought they likely had some production upgrade downtime built in (highland/HW4 etc). At the time the totalled production run and ramp rates of factories seemed to indicate that a much higher...
  42. Chenkers

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

    This video from Bjorn shows a boat dock in Olso Norway, complete with AC and DC chargers. The boat featured is a Candella C-8 that's powered by Polestar batteries. I could easily see Tesla doing a deal to supply powertrains to boat makers in a similar way, or just doing their own boat.
  43. Chenkers

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

    Unless you're Tesla of course. Don't you remember 3rd of June last year when all the FUD amplified reporting came out that Tesla would cut 10% of its workforce (actually only salaried, not production). That day the TSLA share price fell 9%.
  44. Chenkers

    Anyone else here get flashed regularly on low beams?

    I find that sometimes after an update my M3 headlights will be set too high and I get flashed. I just pull over somewhere level and auto recalibrate the headlights through the Service menu setting. This seems to fix the issue.
  45. Chenkers

    Wiki Selling TSLA Options - Be the House

    We're sitting around the 5 day SMA/EMA in pre-market now and have dropped into a consolidation zone between $248 and $249.25. This is a natural supply zone to pause at but it really depends on where we go from here in today's main market trading. If there's a further push down the next...
  46. Chenkers

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

    "Their manipulative practices allow them to create fake liquidity in a particular security, making it easier for them to execute trades at their desired price, which is not possible for other market participants." Why does this sound familiar? Who would have thought that one of the biggest and...
  47. Chenkers

    Tesla opening up the Supercharger network in Australia to other brand EVs.

    I don't believe you are correct to state that NACS is not a "standard". While Tesla did originally develop their plug as a proprietary connector, they since went to the effort of creating an open source standard for the NACS connector. You can find the relevant documents linked here...
  48. Chenkers

    Wiki Selling TSLA Options - Be the House

    Shaping up for a potential gamma squeeze tomorrow? I don't have any active CC but may load up on some OTM C+ at the open. Could at least be similar to Friday 26th May, the day after Ford announced they would use NACS. That day the share price rose sharply through the day before a steep sell off...
  49. Chenkers

    Wiki Selling TSLA Options - Be the House

    I wonder if we will see a similar sell-off going into close like we saw on the 26th of May? That day was similar to today with Max Pain at $180 and TSLA sitting around $197 at 3pm. Then it dropped over $5 in the next 40 minutes before recovering to close at $193, a lot closer the the nominal...
  50. Chenkers

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

    Actually 2.8% up in pre-market and now above Friday's high. Next point to cross is $200 which is also roughly the 200 day Simple Moving Average, a major technical signal for Bulls.