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

Search results

  1. guidooo

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

    Agree that Tesla is very well positioned, we deviate in opinion also because i don't believe in a the winner takes it all scenario. My calculator fails with those high numbers :-P Do think the scale of the transition we are facing is underestimated by many. Good for stakeholders in Tesla and...
  2. guidooo

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

    I'm no financial wizard and am grateful for that. But think you are right that their business model hasn't proved itself yet by the test of time. As most scale-ups they burn money for scaling up. But why make a difference between being partly funded by car sales (Tesla / Ionity); Oil money (New...
  3. guidooo

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

    Thought about that too. Concluded that the networks are mostly complementary and that no single network can on it's own handle the avalanche of BEV coming to our roads. Subscription models only make sense for a customer if that person is expected to charge frequently at a given network.
  4. guidooo

    Shorting Oil, Hedging Tesla

    Then consider rewriting a wikipedia page: Environmental impact of the petroleum industry - Wikipedia For sure any geologist seems to be better at mental time travel then simple minded me. But is geology the best and only discipline within earth science for assessing impacts on ecosystems?
  5. guidooo

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

    Fastned makes good use of it on all their chargers: Autocharge
  6. guidooo

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

    Could it be feasible that with the ATM offering Tesla sold shares at price levels that would otherwise be nice for some participants to sell short at?
  7. guidooo

    Tesla BEV Competition Developments

    Some people want everything. Think the willingness to pay is also dependent on the reason for wanting a higher range. Obviously the filling pattern of a fuel tank is different then the charging pattern of a battery. Both in location, time needed and the amount of partial filling compared to a...
  8. guidooo

    Tesla BEV Competition Developments

    Single data point: Traded in the Leaf for a Peugeot e-208 yesterday. Expectations what a car should or shouldn't be able to do vary for each person or household. I think it a good and practical set of wheels for the European roads.
  9. guidooo

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

    Root cause of that seems to be the way society is organized.
  10. guidooo

    Coronavirus

    Yeah, it's research in progress. I didn't dive deep enough into the matter to know whats true and what not. After reading the 3% my impression was that on this side of the pond going for herd immunity through natural infection as a strategy shouldn't be a feasible option. Seems to me too much...
  11. guidooo

    Coronavirus

    Bloodbank tests in the Netherlands indicate around 3% have some anti-bodies for COVID-19. For 18-20 years old around 3.6% and then slightly decreasing with age. Seems there are unknowns with regard to immunity. But at least it's an indication for exposure to COVID-19 among the population.
  12. guidooo

    Coronavirus

    Apparently if you wipe out all bats then people in the west might get more obese: What would happen if bats went extinct? It is conceivable that if the entire bat population was wiped of the earth decades ago COVID-19 would not be among humans now. But I wouldn't consider bats as the ultimate...
  13. guidooo

    Brexit

    Oh yeah... That trade thing slipped my mind. Guess that could be sorted out one way or the other. When the people thing and the border thing and the other forgotten things are sorted out as well. But maybe better not to buy the Gouda cheese. In general I don't consider dutch animal farming good...
  14. guidooo

    Brexit

    Didn't brexit already happen earlier this year?
  15. guidooo

    Coronavirus

    In the Netherlands blood donations are being tested to get some insight in that matter: https://www.usnews.com/news/world/articles/2020-03-19/dutch-test-blood-donations-for-unseen-coronavirus-spread
  16. guidooo

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

    Not if one or more of their loved ones makes part of the numbers reported. Human suffering is not easily forgotten. Think that has been true since the start of times.
  17. guidooo

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

    Temporary freezing of some assets. Entities writing off wealth. Other entities buying stuff or non-stuff for a fraction of their value in prosperous times. I didn't study economics. I hope they keep singing, great people.
  18. guidooo

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

    I don't, so i'll give it a try. Tesla specific shorter term (let's say a few months or so)? In uncertain times with sickness around, replacing a car is probably one of the last things on your to do list. Unless you have to. Lucky for us, Tesla's are considered sexy and usually high in demand...
  19. guidooo

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

    I'm not disappointed; think I understand and there is a huge difference between the drop(s) to 180 and today. The drops to sub 200 were specific related to Tesla and Tesla as a company being under siege by not well intending entities. It was not related to the economies it was operating in...
  20. guidooo

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

    Not interested since I don't see how it supports Tesla's or a similar mission.
  21. guidooo

    Coronavirus

    Apparently something like that is already happening; I do like the creative thinking; I do not know what to think of the labour force used (Think i dislike forms of forced labour and do hope they care for the persons making it, but that's just my opinion): Sales of hand sanitizer spiked by 313%...
  22. guidooo

    Coronavirus

    While possibly true, think about the amount of potential profits you can make when you switch to face mask or toilet paper production now and sell the products for "free" market prices on ebay or amazon :) Long time ago at school i learned that it where those communists that were inefficient in...
  23. guidooo

    Coronavirus

    Maybe that OOS signals a priority problem within our economic thinking or inflexibility within our economy to adapt. When BYD and SAIC-Motors can divert resources towards facemask producton, then why don't we do it to when we face supply issues? Liquor company diverting production capacity...
  24. guidooo

    Veganism/Leather etc. out of Market Action

    They evolved into that to maintain some sort of balance within an ecosystem. Without any predator a likely outcome would be that the animals would multiply and eat all the plants they can eat before the plants can regrow themselves. This results in a die off in the animal population since they...
  25. guidooo

    Coronavirus

    There is a thread for the question whether humans should use animals for food or not. Veganism/Leather etc. out of Market Action Can we please keep this thread to the subject whether we should allow Covid-19 to use homo sapiens as their breeding ground ?
  26. guidooo

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

    Ethics ? The wish to deserve some good karma points ? Although I do have sincere doubts those are valued in at least parts of the Wall Street theater.
  27. guidooo

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

    They are in a different class of cars and i don't think they should be compared. But since we do, something seems to be incorrect with the provided numbers; The 3SR+ should have a 20% higher WLTP range then the 208 (409 km vs 340 km) while the 3SR+ is also 40% more expensive in the Netherlands...
  28. guidooo

    Coronavirus

    If you do, you might consider looking into COVID19info.live and play with those graphs for trends you wish to see. I cann't judge the reliability of their data, all i can say is that for the Netherlands it looks up to date and correct as reported in main stream media overhere. Edit: Maybe not...
  29. guidooo

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

    PSA seems to be moving in that direction too: PSA Group And Saft Announce Two EV Battery Gigafactories
  30. guidooo

    Coronavirus

    OT Personally, i think yes. However that answer is more related to my view of climate change then a risk analysis of Corona.
  31. guidooo

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

    Don't know... That it might get increasingly risky to sell a share you don't own during what's seen as a buying opportunity to the rest of the market ?
  32. guidooo

    Coronavirus

    Think if testing is really that expensive then pricing should come down. And the pile of money, someone probably (un)intentionally already made. UPDATED: Happy alone Qiagen changes course after Thermo Fisher offers to buy it in $11.5B deal
  33. guidooo

    Coronavirus

    And i thought it was only a bat related infection going unfunny and thought after the outbreak: Please humanity: don't try to catch a bat. Don't fry a bat. Don't eat a bat, raw or fried. Don't visit a marketplace where bats are sold either dead or alive. Just let a bat be a bat.
  34. guidooo

    Coronavirus

    OT Please do keep it a secret to the so called white house that Raphael now seems to be involved in the Corona thing too ;) Raphael (archangel) - Wikipedia
  35. guidooo

    Coronavirus

    Yes, people can panic over everything :) Which does not say anything about a situation. But you might start to wonder, if one person transmits a disease to 80 persons and another persons transmits to 20 persons, if closing schools, besides isolating confirmed cases and monitoring their contacts...
  36. guidooo

    Coronavirus

    Dutch government does recommend to always have some supplies ready, although no Corona specific advice has been given in this regard. Noodpakketten | Crisis.nl
  37. guidooo

    Coronavirus

    Asia is gearing up facemask production faster then you can buy them. Looks untrue to me.... Also because Even if you dispute the fact that a facemask could prevent transmission through breathing, it does prevent your hands touching your mouth/nose area unintentionally. Actually one of the...
  38. guidooo

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

    My personal preference: I value charging rate over range (minimal acceptable range for me would be around 220 km on the WLTP cycle) and prefer a sub-compact hatchback over larger cars.
  39. guidooo

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

    Could be. But provided it's within the capabilities of the company and you like to build an eco system around your product. Then why not provide the tech, the material stuff, the fuel and the financial services ? Let's say close to everything for letting your products being used ?
  40. guidooo

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

    Was the insurance candy recently mentioned as well ? Elon Musk on Twitter
  41. guidooo

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

    Stated in the article is that different customers might end up paying different prices. So i'm assuming that it could be cheaper to find ways for charging a Porsche or VW at Ionity then a Tesla or MG, while they also might offer subscription based service, like Fastned does (didn't read about...
  42. guidooo

    Tesla BEV Competition Developments

    Review of the Lightyear One: https://ww.electrek.co/2020/01/14/lightyear-one-first-look/
  43. guidooo

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

    Think that reasoning might not be the case with both short interest and daily volume as percentage of free float this high. I'm not the expert, but i'm assuming a lot of trades taking place is done by algos and daytraders trading the same share over and over again. If those shares that are...
  44. guidooo

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

    I did. Doesn't worry me. But hey, i live in a country where it's accepted that people can vote for a political party with ecocentric ethics. And people, including me, do vote for it. Party for the Animals
  45. guidooo

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

    Then why does the link below mentions 3 German Unicorns ? It even doesn't date back as far as WWII. 10 European startups which recently reached unicorn status | EU-Startups
  46. guidooo

    Papafox's Daily TSLA Trading Charts

    My mental model of this number is build upon posts: #1329 (page 67), #1438 (page 72) and #1725 (page 87) of this thread.
  47. guidooo

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

    Which reminds me of the fact that Tesla teams up with FCA for the European Emission scheme.
  48. guidooo

    Sequestering carbon by land restoration and reforestation in Iceland

    While the idealist in me did take part in mild forms of protesting/ street demonstrations during my younger years, the realist in me tells everyone is time/energy constraint in life and doing something (or not doing something) can be more effective then raising a voice. It's one of the reasons i...
  49. guidooo

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

    Although they don't know what exactly to expect; they probably do expect better handling and increased performance (for whatever that's worth). I cannot or do not want to read into the minds of people wishing to buy an s/x for whatever reason, but something did change. And that's the message...
  50. guidooo

    Brexit

    From my personal point of view it's hard to believe a delay of 3 months could make a substantial difference in solving this issue in a more positive way. If a delay is just for keeping this circus going, i personally don't see any purpose in allowing it. I could understand a delay request if it...