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  1. Solar Aussie

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

    I saw the mention of Tesla in Netflix The Great Hack but I assumed it was the fact that mapping is via Google Maps and thus big data has some leakage from Tesla to Google. Maybe if Apple Maps improve worldwide and Apple were to form a cooperative arrangement with some sharing with Tesla - the...
  2. Solar Aussie

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

    I’m sure Elon has a future road map that many would be uncomfortable with in 2019 as it involves some mental jumps into a future transport/people location network. An era when transportation and communication become true bedfellows - a world which is barely recognisable today and needs people of...
  3. Solar Aussie

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

    Remember Apple got a lot of PRODUCT PLACEMENT without ever paying a dime. Whereas other companies pay heaps to show their products.. I think the attractiveness and difference of Tesla's i.e. X doors means it is so good for free placements And its a GIG economy opportunity for owners.., Today...
  4. Solar Aussie

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

    Instead of advertising they could do product placement
  5. Solar Aussie

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

    So Tesla starts advertising and Shorts will immediately say there isn’t enough demand so Tesla has to advertise just to drum up business. Elon can’t win when shorts keep relentless dissing
  6. Solar Aussie

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

    Production has been concentrating on Model 3 for overseas markets surely - and people are waiting for changes to Model S.. I wouldn't worry too much about them being under in April
  7. Solar Aussie

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

    Elon has just gone about showing that classic marketing is not needed with Tesla. Branding is classic marketing. Maybe the statement is actually seeing the SAMENESS of Tesla - people who are adopting it - not trying to avoid showing they are adopting it because they have gone for a different...
  8. Solar Aussie

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

    This guy is crazy. And determined to prove it
  9. Solar Aussie

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

    Got exactly the same with Apple (friends and relatives saying Sell!!!) when they dipped really badly in October 2000. Same situation with bears and media so against them. We as owners on TMC know how good the product is. The challenge Elon Musk had when 500k reservations were registered in the...
  10. Solar Aussie

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

    Interesting to look back at Elon's long term plans for 10 years starting 2006 and 2016 They are still on the Tesla Website so presumably there is still a belief in where Tesla and Musk are headed The Secret Tesla Motors Master Plan (just between you and me) Master Plan, Part Deux
  11. Solar Aussie

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

    Saw that on the news and thought the same thing.. Elon Musk said it was a confidential agreement so I doubt if we will really hear what it involved the pooling with Tesla that is.. However the one article about it in the UK Financial Times which has a paywall implied that it was worth 2 Billion...
  12. Solar Aussie

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

    Great. Let’s push that on stupid shorts who inhabit Seeking Alpha where the most atrocious lies are perpetrated
  13. Solar Aussie

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

    He has China GF3 - which will send shock waves with first car produced Just wait. And shorts will not be able to feed on info from GF3
  14. Solar Aussie

    ARK's open-source valuation model for TSLA

    Keep this in the Roundtable please
  15. Solar Aussie

    ARK's open-source valuation model for TSLA

    I prefer it in the original thread. It is not a separate issue
  16. Solar Aussie

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

    Tesla being gutted on stock market is all about China and GF3 more than Trump tariff war. I have a theory (some will think wacky!) this is the issue: not mentioned by ARK research Very Bullish report https://ark-invest.com/research/tesla-valuation-model ****** Reckon this is all...
  17. Solar Aussie

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

    ARK just tweeted https://ark-invest.com/research/tesla-valuation-model? ......We have updated and now are open-sourcing that extract with the following conclusions. Even if full autonomy turns out to be “science fiction” and Tesla cannot produce an autonomous car, ARK estimates that the electric...
  18. Solar Aussie

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

    Who knew this. The Putin connection. Morgan Stanley has Russian Bank and consulting business and they diss Musk and Tesla - Russian oil industry exports & SpaceX taking over ISS human cargo. Who would have guessed Morgan Stanley to shut down its Russian banking business in first quarter 2020...
  19. Solar Aussie

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

    This stupid low prediction of share price is encouraging lower price just so that they can swoop on the rise later.... The cars are phenomenally good compared with others. In Australia we are all still waiting to order our Model 3s and when Tesla does long distance overseas deliveries of course...
  20. Solar Aussie

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

    Next we will have a complaint to the SEC about Elon making materially significant statements to employees and a case. ie how can a CEO manage a company under the stupidity of leaks from employees - maybe director of communications sees the catch 22 and got out.
  21. Solar Aussie

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

    Interesting why there is so little in the media about the FCA credits - how much and when payable. This probably explains matters FCA Credits from pooling with Tesla Tesla delayed disclosing $200.6 million in Q1 credit sales “....It’s unclear whether the deal with Fiat Chrysler is already...
  22. Solar Aussie

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

    Game changer ########### News on Fiat Chrysler credits paid to Tesla This is going to set the Tesla share shorts into a depressed panic. And Tesla may be able to sell even more credits as their fleet grows. It’s apparentky based on 57,000 Model 3s! I predict a huge bounce in shares on...
  23. Solar Aussie

    Tesla Model 3 in Australia

    Electric Vehicles HOT political topic for the Australian Federal election. Prime Minister and others proving really ignorant, still in 20th Century and saying they want to "protect the weekend" and SUV 4WD vehicles.... Electric Vehicles have no GRUNT.... causing the ALP (Labor party) to show...
  24. Solar Aussie

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

    Gloating by shorts came to an abrupt end. Now the real value of Tesla will shine through and our shares will become stars and beacons for the future.
  25. Solar Aussie

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

    Optimism for overseas markets growth Australia will be healthy EV market after election in May with Model 3 deliveries expected August September 50% of new cars to be electric vehicles by 2030 under Labor climate change policy
  26. Solar Aussie

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

    I thought they cut S production to concentrate on 3s
  27. Solar Aussie

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

    Let’s tackled the FUD with dangers posed to our children outside schools where parents wait with diesel and gas/petrol engines fuming the children’s lungs. Only electric cars should be allowed to wait in school zones. We all need to be talking about this and showing how responsible parents need...
  28. Solar Aussie

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

    Result was close to Bloomberg’s so called optimistic report. How do the FUDsters keep dissing Tesla. Deliveries which take about 3 weeks to Europe and longer to China are obviously going to impact deliveries. Production looks good at almost 6000 a week.
  29. Solar Aussie

    Tesla Model 3 in Australia

    Well maybe we need to wait and see and not diss a new policy before the government changes... Remember how quickly Jay Weatherall in South Australia got onto Elon Musk's offer to install a bank of Powerwalls and now it is having stunning effects on the national grid.
  30. Solar Aussie

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

    Then look at the pathetic article by Anton Wahlman in Seeking Alpha where he was forecasting the demise of Tesla (surprised!!) in Norway because of a decline at the end of the year.... No actually .... wrong Norwegians were waiting for Model 3 and the sales since Model 3 arrived have been...
  31. Solar Aussie

    Tesla Model 3 in Australia

    There could be incentives if the Federal Government changes in May... ALP much more into renewables than LNP
  32. Solar Aussie

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

    Page 6 For the reasons set forth below and in the SEC’s initial motion, the SEC requests that this Court hold Musk in contempt and impose an appropriate remedy to ensure future compliance. So the remedy to ensure future compliance does not sound like removal as CEO or jail terms as many shorts...
  33. Solar Aussie

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

    Just a simple thought.. Maybe Elon needs to only tweet about Tesla through a handle Tesla CEO managed by a minder
  34. Solar Aussie

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

    Just a note when we bought a 2015 S P85 early last year - it had only 9000 km on the clock or under 6000 miles. Good price about 70% of new price but about 95% of the original price
  35. Solar Aussie

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

    Lots of shorts seem to be attempting to dismiss the Model Y but seems to me there are some huge advantages coming up for the age group 25 to 50 which have not been factored in. Given the preferences of many parents dropping kids at school for SUVs (observable outside EVERY school!) and the...
  36. Solar Aussie

    Tesla Model 3 in Australia

    I am now getting the option of rating comments so "musk have passed first musker"
  37. Solar Aussie

    Tesla Model 3 in Australia

    Thanks. I am new so that is why.
  38. Solar Aussie

    Tesla Model 3 in Australia

    Simple request - How do you LIKE a post? I see some posts say Like x 1 or Funny x 1 but I can't find where to click to give a response and as I am a newbie what better than to ask the experts on the list already!
  39. Solar Aussie

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

    It would be great to have Superchargers using solar energy across the Nullarbor
  40. Solar Aussie

    Tesla Model 3 in Australia

    Great news - we seem to have been waiting a long time in Australia but it is good also to know about price reductions as the Aussie dollar is very weak at present
  41. Solar Aussie

    Tesla Model 3 in Australia

    Great news