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  1. Cattledog

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

    25% by $ or #? Maybe they start producing batteries and megapacks together with car packs as the first part of the factory. If it's what Tesla has been lobbying for then they likely have: 1. A roadmap to get there 2. Expect other manufacturers do not
  2. Cattledog

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

    I got a couple of AJs in my wallet (not Adam Jonas) I can take one for the team...
  3. Cattledog

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

    Somehow Italy and Spain need to be turned into 30K/year. They won't be Germany, France or England - the dynamics of their GDP and population would make that very difficult, but they somehow need to exceed the Nordics and be at least 2/3 UK, 1/2 France and Germany.
  4. Cattledog

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

    Low drama EoY from the Tesla side, no call for employee overtime, factory workers on showroom floors doing deliveries, customers helping with deliveries, Franz delivering cars, only small discounts on some models and low-key advertising on changing tax credits on others, etc. All those things...
  5. Cattledog

    Supercharger - Lubbock, TX - E Slaton Hwy

    The Toot'n Totum where these are located opened a few days ago according to their Facebook page, hopefully someone can verify if the superchargers are charged!
  6. Cattledog

    DeLorean

    This happened 6 weeks ago but was largely kept quiet by the company, not a great sign. https://www.mysanantonio.com/business/article/delorean-ceo-18565716.php https://www.sacurrent.com/news/joost-de-vries-out-as-ceo-of-san-antonio-start-up-delorean-33301318
  7. Cattledog

    SpaceX investor's thread

    Up a bit more, looks like it's exchanging at $97/share. https://www.yahoo.com/finance/news/spacex-value-jumps-closer-180-020648972.html
  8. Cattledog

    SpaceX investor's thread

    And here we go... https://www.yahoo.com/finance/news/spacex-tender-offer-values-startup-225853647.html
  9. Cattledog

    Supercharger - San Antonio, TX - Broadway

    Conduits have been cleared from the parking stalls!
  10. Cattledog

    SpaceX investor's thread

    Similar, though my offer was an ask to see if I wanted to sell any shares. Given how I'm invested that's not really possible, but I can confirm the mid 90s/share valuation.
  11. Cattledog

    Supercharger availability in TX during busy holiday periods

    We were there Saturday afternoon (NB), didn't charge, my sister from NY wanted to experience Bucees. SCs were half full. Bucees was like Times Square on New Year.
  12. Cattledog

    Wiki Selling TSLA Options - Be the House

    Big fight for 232 right now.
  13. Cattledog

    Wiki Selling TSLA Options - Be the House

    In golf they call this 'Moving Day'...
  14. Cattledog

    Lucid Gavity 😲 Awesome.. 440 Mi Range @ about $80K

    That's an SUV with a face only a soccer mom could love. Translation - it looks like a minivan. Inside is ok, outside - not so much.
  15. Cattledog

    SpaceX Starship - Integrated Flight Test #2 - Starbase TX - Including Post Launch Dissection

    Looks like it may have been lost 10 minutes or so into flight.
  16. Cattledog

    SpaceX Starship - Integrated Flight Test #2 - Starbase TX - Including Post Launch Dissection

    Great launch, booster rapidly disassembled after separation, Starship going strong! Before images...
  17. Cattledog

    SpaceX investor's thread

    From a few days ago... https://finance.yahoo.com/news/elon-musks-spacex-worth-half-181958818.html
  18. Cattledog

    Wiki Selling TSLA Options - Be the House

    We appreciate your sacrifice for the greater good...
  19. Cattledog

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

    If I promised to drive it enough to equal one semi's worth of emissions offsets, could I get one, pretty please?
  20. Cattledog

    DeLorean

    A little worried this is some retro offering, maybe even with an ICE. Focus!
  21. Cattledog

    DeLorean

    This is less positive... https://www.sacurrent.com/news/scaled-back-launch-plan-company-silence-raise-concerns-over-san-antonio-startup-delorean-32779839
  22. Cattledog

    Supercharger - San Antonio, TX - Broadway

    But the big, 6-story box in the background is a mass timber office building my office designed several years ago!
  23. Cattledog

    DeLorean

    Good news for DeLorean and Karma, the Karma lawsuit has been settled out of court it appears. https://www.expressnews.com/business/article/delorean-karma-automotive-settle-intellectual-18365146.php
  24. Cattledog

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

    Pre-Highland sales also. Must be no translation for Osborne in Mandarin...
  25. Cattledog

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

    The best part is no part, said someone...
  26. Cattledog

    Supercharger - San Antonio, TX - Broadway

    One block west of here there will be a food hall opening soon with several good choices. It won't be 24 hour, probably morning until early evening would be my guess.
  27. Cattledog

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

    Fits our use case better, but we've also never had a truck...
  28. Cattledog

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

    Speaking of Green, he's making an appearance pre-market today. Let's ask him to tell his friend Red to stay home today. Heck, Red, take the rest of the summer off.
  29. Cattledog

    Supercharger - Van Horn, TX (permanently closed)

    Used it June 18th, bingo!
  30. Cattledog

    SpaceX investor's thread

    Lots of updates out there, here's one. Elon Musk's SpaceX Is Expecting a Huge Revenue Boost This Year - TheStreet
  31. Cattledog

    SpaceX investor's thread

    Thx. Seems like it was $77/share in December, so 12.6% increase.
  32. Cattledog

    SpaceX investor's thread

    What is the valuation they are indicating? SpaceX investor myself, BTW.
  33. Cattledog

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

    That's sort of a drop in the bucket (about $100M) compared to Elon's multi-billion $ days when buying twitter.
  34. Cattledog

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

    Next shoe to fall might be legacy O&G refineries, like Valero, who operate thousands of service stations (Bucee's already seems to be all in) to add TSLA superchargers in some way. Can't wait. BTW, to all those who think the club of people who lost a *sugar*-ton January 22-January 23 while making...
  35. Cattledog

    DeLorean

    I understand that DeLorean is out looking for dealership relationships across the US. I literally have only that and no details, so anything beyond would be speculation on my part.
  36. Cattledog

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

    Tesla and Ford I wonder if this gets TSLA closer to a point where they spin out the supercharging network as a separate business (SPCH), separately traded company, ala the way there is discussion for SpaceX spinning out Starlink. Not sure what advantage there'd be to Tesla to do that, other than...
  37. Cattledog

    DeLorean

    Latest from DeLorean: We hope you are doing well and filled with the same excitement buzzing throughout the DeLorean community. We have some remarkable news to share today—a momentous milestone that has sent ripples of exhilaration across Build Slot holders like yourself. We are thrilled to...
  38. Cattledog

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

    Similar to a number of years ago when he wanted to approve, or have Deepak (CFO at the time) approve, every expenditure (maybe above a threshold, don't recall). Whether we like his tactics or not, he's sending a message.
  39. Cattledog

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

    We get it! Mountains and islands are not getting easier or cheaper to acquire...
  40. Cattledog

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

    Our CEO has range, you gotta give him that (together with brilliance, a view of the future, and an occasional social faux pas just to make sure we're paying attention...)
  41. Cattledog

    SpaceX investor's thread

    Here's the article, by Al Root: SpaceX is the most valuable space company in the world—and it might offer Elon Musk the key to unlocking his empire. https://www.barrons.com/articles/spacex-starlink-ipo-elon-musk-b6c02c7
  42. Cattledog

    SpaceX investor's thread

    Pretty good article about SpaceX spinning out Starlink, and in particular how that would benefit TSLA shareholders since selling TSLA shares has been Elon's multi-billion $ bank account for the Twitter purchase. https://apple.news/AkoXxhuRGTPqE3qiXKOWmiw
  43. Cattledog

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

    I'd like to imagine it's combo of a 10 basis point drop in CPI and some people woke up and read Adam Jonas' note, but I suspect it's because everyone's groceries will cost 10 cents less this month (and they imagine the Fed will now go on a summer vacation).
  44. Cattledog

    Hello from NC Model X hopeful

    Do it, though I'd consider a new Dual Motor, AWD with 20" wheels and 3-year free supercharging. I am very partial to 6-seater for space, looks, etc. Max smiles/miles.
  45. Cattledog

    Montana to initiate EV tax

    Yeah, if you watch Yellowstone, it's a miracle there's anyone alive to pass a bill...
  46. Cattledog

    New competition: Polestar 4

    Don't disagree with you there, it's boxy. The 4 looks much better, at least in a picture-to-picture comparison.
  47. Cattledog

    New competition: Polestar 4

    Good looking car.
  48. Cattledog

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

    For the sake of the rest of us, please try this next quarter. We'd do something for you, like name a thread after you, as an expression of gratitude...
  49. Cattledog

    SpaceX Starship - Orbital Test Flight - Starbase TX

    Simulation secured!