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  1. GordonBremer

    Teslarati = National Inquirer?

    What a garbage article today: Father of girl in fatal Tesla crash says it would not have happened in another car. The driver had a blood alcohol level 2.5 times the limit, her father blames Tesla and Teslarati print it??
  2. K

    TSLA options help

    Hello, I'm new to the land of trading options but I think I have a good grasp of them on the basic level. That being said, I don't know how the following makes any sense: Questrade is showing me CALLS for Jan 18th 2019 with a strike price of $20 and only at a cost of ~$12. These calls are being...
  3. austinEV

    TSLA modelling spreadsheets

    Fellow spreadsheet geeks: I gave myself some homework to update my ancient quarterly business model spreadsheet to work up some predictions for Q4. I will share it if/when I get it done. In the meantime, anyone want to post the files they are particularly proud of? Maybe we can come up with...
  4. R

    Border adjusted tax plan

    Your Car Could Cost Up to $17,000 More With the Proposed Border Tax in addition to Kenliles link, there are further factors also to consider. Border tax labour adjustment, also reduces the cost of vehicles, so an exporter is further advantaged vs an non exporter/non importer. Tesla has...
  5. MXWing

    Impact of Trump sentiment against H1B Visas to Tesla?

    Doing more research but subject basically covers the question. 1 - What is the impact to TSLA short term? 2 - What is the impact to TSLA long term? 3 - How will the market move in response for the short term?
  6. N

    Market misvaluation of capital-intensive companies

    I have a theory for why there are *so* many analysts, big investors, traders, article-writers, and so on who cannot get their heads around the situation of Tesla. Apart from the usual status quo bias, etc. For several decades, the vogue in investing has been "low capital" companies --...
  7. austinEV

    Q4 2016 ER Modeling / Predictions

    I am surprised no one has started this thread yet. Let's sharpen the pencils and get some crowd-sourcing done. I will post my thoughts later.
  8. MXWing

    Hedging Tesla, buying batteries?

    What do investors think about buying BYD, and Samsung SDI as a hedge against Tesla? I believe Tesla is poised for long term success. While they may be late and run into bumps, the future looks bright for Tesla with the Model 3 and Energy storage solutions. However, I can see Tesla running into...
  9. joeinslw

    Do you believe Tesla will sell battery packs to other car manufacturers?

    I'm not sure how many Tesla investors feel about this question, however I feel that Elon will allow battery packs to be created or modified for other car manufacturers in the future. I have been involved in Tesla (tsla) i.e. owning shares since 2012, and I followed Tesla before that, I believe...
  10. elasalle

    TSLA BULL Echo Chamber

    For the TSLA Bulls :) Tesla's massive batteries are powering everything from exotic islands to breweries
  11. AudubonB

    A General Purpose NON-PARTISAN response to USA's 2017 Presidential Inauguration

    Irregardless of who you voted for*, here is an appropriate response to the 20 January Presidential Inauguration: "I'll drink to that". * 45 Teslapoints to the first to show the three errors in this opening clause.
  12. zambono

    TSLA is on Fire....

    Just putting it out there, it should continue to creep up if there is no negative news about 3 release. If they are able to deliver any 3's in 2017 nice bump coming, my opinion of course.
  13. Bgarret

    China and Tesla

    This thread could be characterized by "blue sky" or overly optimistic sentiment, or just a realization of a matchmaker that some couples "belong together". China just a) announce 360 Billion of spending in renewables in the next 3 years...
  14. G

    Trip Chowdry "analyst" - what is this guy smoking!? Insane Supercharger forecast

    I've heard this guy speak on conference calls - and I'm frequently shocked by what he comes up with. But the most recent takes the biscuit, hits the ball out of the park in terms of non-sensical, over-ambitious, total inane rubbish - from a WALL STREET ANALYST. The what - he predicts $2.62bn...
  15. Yonki

    Help understanding TSLA1 (adjusted) options

    I'm trying to figure out how my TSLA1 Jan 2019 $30 (originally standard SCTY $30) options are comparing to equivalent standard TSLA options. I expect the spread to be wider since they'll be less heavily traded, so I wanted an idea of how much wider. Here are my best calculations: Does that...
  16. L

    Audio of Elon Gigafactory presentation on Electrek

    Tesla’s battery cell presentation at the Gigafactory: ‘the output of this thing is going to be insane’ [audio of Q&A]
  17. P85DBeast

    Anyone ordering without EAP and FSDC?

    Wanted to know who ordered without it. Why didn't you get it? Or if you got EAP but not FSDC.
  18. MXWing

    Opinion on Tesla / Gigafactory Trading Motif?

    I thought I'd put together a Tesla / Gigafactory Motif to get exposure around different sectors surrounding TSLA. Centered around Tesla, NVIDIA (for the GPUs) and Lithium Ion supply. Any opinions or suggestions on modifying this portfolio? Thanks Tesla Motors and Gigafactory Holdings
  19. voyager

    1 million Teslas by 2020 - what does it take?

    Elon Musk has a habit of setting ambitious goals and timelines and missing them. He has said Tesla would make 500,000 cars a year by the end of 2018 and 1 million vehicles in 2020. The company is a long way off from that mark. Last year, Tesla produced nearly 84,000 vehicles. Tesla misses...
  20. MXWing

    Gigafactory costing advantage - and will Tesla sell batteries to other EV manufacturers?

    Am I correct that the most expensive part of an electric vehicle is the battery? The battery is the main driver behind range/performance. With the gigafactory tooled to produce batteries en mass, wouldn't it allow Tesla to produce batteries cheaper than anyone else? Cheaper batteries make for...
  21. zambono

    This is the catalyst for Tesla stock...

    Stop making our children sick: Beijing parents force government action over smog and all the regulations that will be implemented on the future sale of vehicles in a country of nearly 2 billion people. So get your shares and ride out the downs because the future is bright.
  22. MXWing

    TSLA themed portfolio

    I am looking to put together a TSLA themed portfolio and would love input on how to structure one. An example of a TSLA Diversified Portfolio Tesla - TSLA 50% Nvidia - NVDA 20% Panasonic - PCRFY - 10% Mobileeye- MBLY - 10% Toyota - TM - 5% Daimler Chrysler - DAI - 5% Any input would on...
  23. Bgarret

    Horsepower to HPW to Hydrogen?

    Wanted to contrast these 2 articles: 1. From our friend Fred and Electrek today regarding the 62% of auto executives who still believe hydrogen is the answer... Majority of automotive execs still believe battery-powered cars will fail and fuel cells are the future 2. To the environmental...
  24. L

    Prediction Competition 2017

    You know the drill.... He/she who has the closest guess on how many vehicles Tesla delivers in the full year of 2017 will take home the crown! In this thread there will be no polling, rather everyone has to cast their vote as a total number of vehicles. Last day to cast/modify your vote will be...
  25. AudubonB

    2017 Investor Roundtable:General Discussion

    As I wrote elsewhere, for 2017 we are going to be splitting off STRICTLY & EXCLUSIVELY market-themed discussion to the "Market Action" thread. All general discussions regarding Tesla that presumably are of interest to the investment community are to be confined to this, the 2017 Investor...
  26. AudubonB

    2017 Investor Roundtable: TSLA Market Action

    As I wrote elsewhere, for 2017 we are going to be splitting off STRICTLY & EXCLUSIVELY market-themed discussion to one thread - this one. All general discussions regarding Tesla that presumably are of interest to the investment community are to be confined to the 2017 Investor Roundtable...
  27. GSP

    Will V3 Superchargers Provide More ZEV Credits and Revenue?

    Fred Lambert wrote an article suggesting that Tesla will get ZEV credits for Type V ZEVs: 9 credits per car. This is the highest available from CARB. I believe that Tesla is currently getting credit for Type III ZEVs: 4 credits per car with > 200 mi UDDS range. Tesla’s upcoming ‘Supercharger...
  28. zambono

    Is TSLA going to break the 200MA....

    It definitely seems like it's heading that way. Shorts keep on buying positions along the way.
  29. SBenson

    Uber

    Given the evolving landscape we all understand Uber is as much of a competitor to Tesla as anyone else. So I think it's worthwhile tracking it in its own thread. Here is some news on Uber's 3Q performance: Uber's Loss Exceeds $800 Million in Third Quarter on $1.7 Billion in Net Revenue
  30. Bgarret

    Model III - Your Case: On Time or On Jonas Time?

    Model III rollout is THE story for Tesla & TSLA. Gigafactory - sure...nice. S & X....keep em' hummin' off the line. Model III is make or break (or make or GOOGLE) for Elon et al. Thought it would be worth some end of year challenge to put out your case - good or bad - for delivery of Model...
  31. Mario Kadastik

    So is max-pain a thing today

    We know that max-pain does affect monthly expiries so today it's at $200 today and the stock is glued to not far from it. The poll is open for 2h
  32. T

    Q4'16 Delivery Estimates

    Please share your estimates for Q4'16
  33. techmaven

    BAAQMD Tesla Major Facility Permitting Winter 2016

    The Bay Area Air Quality Management District has posted new documents for renewing the Major Facilities Permit for Tesla's Fremont factory. It includes the calculations necessary for allowing Tesla to build 520,000 vehicles: Tesla Motors Inc There is a lot of information about the Fremont...
  34. Clprenz

    The Factory that could of been Tesla's

    Hey folks! The Mitsubishi Motors North American plant is being sold to Rivian Automotive this month and I wanted to share the story with the Tesla Community! I believed, and still do, that this factory would be a great expansion tool for Tesla. The factory is 2.4M FT with over 590 Acres of land...
  35. Yinn

    Will Tesla miss Q4 production?

    Just a discussion thread...I was reading this article: Tesla is on a full end-of-the-year delivery push to meet goal of 80,000 cars delivered in 2016 and I thought...geeze; I can't believe stock prices still move so heavily with whether or not an automaker (any of them) have met sales &...
  36. travwill

    Cobalt shortage really an issue?

    ??? per this article: http://seekingalpha.com/article/4027400-teslas-evolving-cobalt-nightmare
  37. Driver Dave

    Which ICE Car Company Will Be Nokia/Blackberry?

    It's pretty obvious that the EV shift is beginning. Definitely still early, but definitely beginning. And it's pretty obvious that Tesla will be the Apple of the shift. Maybe not with majority share, but a premium brand with majority profits. There will be companies that will make the shift...
  38. thelastdeadmouse

    What happens to my SolarCity Stock?

    I have both SolarCity and Tesla stock. If I understand this correctly, my SolarCity stock will be replaced at some ratio with TSLA stock but the two things I don't know are 1. What the ratio is, I assume this is something that moved based on stock price, but now that SCTY trading has halted...
  39. PGeer

    Investing in Tesla as an act of hope and empowerment

    Is government support for a transition to green energy dead? Will Trump’s government end subsidies to green solutions while maintaining subsidies to big oil? Are you among those who believe that this is an existential issue? Democracy’s power is based on one person one vote. Whereas capitalism...
  40. Taipan

    EU Market Data Visualization: student project, feedback welcome !

    Greetings, I'm studying a NanoDegree in Data Analytics at Udacity (online platform). Data Analyst Nanodegree | Udacity One of the modules is Data Visualization and I chose the EU Sales Figures of Tesla Motors for the project, focusing on the top 12 countries. Here's a screenshot. Please...
  41. Ameliorate

    Message to Trump

    idea credit @SunCatcher Short-Term TSLA Price Movements - 2016 I believe if there were an avenue to get a message to Donald Trump, the combined talent of this forum which does possess many informed and highly intelligent people could persuade him to go green, whilst still being in denial of...
  42. I

    Tesla and Trump

    Is there a scenario where the election of Trump is more beneficial to Tesla then the election of Clinton? Possible options: Trump does not change current tax credits for EV or Solar Reduced taxes benefit Tesla as a company Outraged voters buy EVs to support clean energy message despite Trump...
  43. cdub

    Goodbye Federal $7,500 tax credit - no way it survives Trump/Senate/House

    Oh well... Tesla is going to lose access to in naturally soon anyways...
  44. dennis

    3 Year Tesla Valuation Model

    We've heard Ron Baron talk about Tesla returning 30x-50x and Elon talk about a $1T market cap, larger than Apple. But I haven't seen any valuation models here, other than the ones done by the WS analysts which are way less aggressive than what Tesla plans to achieve. Does it make sense for us to...
  45. K

    Voting as a German shareholder (merger)

    Hi Guys, i am a german (relatively small) shareholder. Do you know if it's possible to vote as a german shareholder? Are there other german shareholders here? I already called the international number Instructions for Voting on Tesla's Acquisition of SolarCity but nobody responded. Would...
  46. E

    Powerwall 2 and Tesla's Strategy

    I'm putting this post in the investor section because I want to focus on Tesla's strategy. Examining that strategy will require discussing the technology. Some thoughts: 1) The pricing suggests that Tesla intends to sell a whole lot of this model to achieve economies of scale, or just a few. It...
  47. E

    China demands actual EVs from Germany instead of press releases

    "Under a system proposed by China’s Ministry of Industry and Information Technology, 8% of new cars sales would have to be electric as early as 2018. By 2020, that would grow to 12%." "According to SZ, BMW sold 379 000 cars to China this year, but just 1204 of them were electric." German vice...
  48. SBenson

    Valuation

    For valuation discussion
  49. Waiting4M3

    Should Tesla start reporting monthly delivery

    Tesla started reporting quarterly after Q1 '15 when they crossed the 10K deliveries per quarter (IIRC), now that they may be closing in on 30K deliveries per quarter, or 10K per month, will they start reporting monthly?
  50. Clprenz

    A Slack Group for Tesla Investor Discussions

    Hey everyone, I thought it might be interesting to have a slack group to discuss price movements, long term strategies, and bounce ideas off each other. You can sign up to be added here: Slack Sign Up I thought the organization of Slack might be useful for some types of discussions. This...