General Discussion: 2018 Investor Roundtable

[ValueAnalyst]

Ford is scrambling to limit the impact of stopping F-Series production

Following up on this: Ford will halt all production of its popular F-Series pickup

This may have serious consequences, as F-Series comprises nearly half of Ford's gross profits.

Razor-thin margins, high operating leverage, levered balance sheet, and now, a big hit to gross profits = no bueno.

 

[Words of HABIT]

...and this past Monday TSLA overtook GM again as king of North American auto market cap, now exceeding GM by over $1B.
TSLA - $52.16B
GM - $51.12B
F - $44.07B
IMO we just witnessed the last time TSLA will be as low as GM and F. Onwards and upwards.
Cheers to Tesla longs!

 

[MikeC]

Elon just tweeted this:

 

[RobStark]

. That's like if Tesla makes about 6,000,000 (adjust for pop growth) base model 3 in 2031 for $8750.

How about adjusted for competition growth? Henry didn't have to contend with Volkswagen, Hyundai, the Japanese and the Chinese.

An an adjustment on likelihood of killing driver/passenger in a crash and killing people breathing Model T exhaust?

A Model T with original drivetrain pollutes about 1000x as does a base 2018 Ford Fusion.

An original Model T would go about 25k-30k miles before needing an engine and transmission rebuild.

 

[Cosmacelf]

Nice! Anyone know who the video artist is? Or that an actual official Tesla video?

 

[Paracelsus]

Elon just tweeted this:

Thanks @MikeC. How could anyone not want to work for Tesla after seeing this!

 

[RobStark]

Following up on this: Ford will halt all production of its popular F-Series pickup

This may have serious consequences, as F-Series comprises nearly half of Ford's gross profits.

Razor-thin margins, high operating leverage, levered balance sheet, and now, a big hit to gross profits = no bueno.

They probably can't make the Expedition, Expedition Maxx, or Navigator that are based on the F Series platform either.

So that is ~70% of profits.

 

[JRP3]

Elon just tweeted this:

Hmm, wonder what this could be....

 

[EinSV]

Hmm, wonder what this could be....

View attachment 300039

Hmm, also Proto #1?

 

[JRP3]

And why is that? As usual, just an opinion but no facts. JRPs argument was that you have very few followers, and your tweets dont get liked/retweeted much so their visibility is low. Why do you think this is wrong? Please explain

I can explain. Unlike you I did some follow up research to challenge my preconceptions. What I found was that the number of followers and likes/retweets can be far lower than the number of views, on the order of 10,000 to 1. Simply put, I was wrong.

 

[SteveG3]

YouTube version, so far, 23K views, 2.5K likes, 10 dislikes,

 

[mutle]

The amount of positive comments on the video is extremely rare for YouTube. This is a much better measure of how people in the real world feel than $TSLA on Twitter.

 

[Esme Es Mejor]

YouTube version, so far, 23K views, 2.5K likes, 10 dislikes,

Sounds like Mark Spiegel has 10 YouTube accounts.

 

[generalenthu]

Hmm, wonder what this could be....

View attachment 300039

Look at those panel gaps. OMG.

 

[bdy0627]

Hmm, wonder what this could be....

View attachment 300039

No FWD???

 

[UnknownSoldier]

Elon just tweeted this:

Tesla made an advertisement for the first time? Is this truly the end of an era?

Also, that ultra-wide aspect. This is some Cinerama sh*t.

 

[StapleGun]

Tesla made an advertisement for the first time? Is this truly the end of an era?

Without getting in to a debate over the definition of "advertising", Tesla has always promoted their products and company through videos, photos, events, and social media. What they don't do (yet?) is pay others to distribute that promotional content.

 

[dc_h]

No FWD???

Is the back an opening for a hatchback or the bed of a pickup?

 

[RobStark]

YouTube version, so far, 23K views, 2.5K likes, 10 dislikes,

I get notifications when Tesla or various Tesla-centric Youtubbers post a vid.

I am always surprised how many dislikes are posted within hours of a new Tesla vid.

Are Mark S, MS, and JC et al subscribed too and hit "dislike" as soon as a vid goes up?

 

[RobStark]

Is the back an opening for a hatchback or the bed of a pickup?

Too small to be a pickup.

Elon said F Series competitor not Subaru BRAT competitor.