Quality of products and service is of critical importance in the car business. Need to track this closely.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Long-Term Fundamentals of Tesla Motors (TSLA)
- Thread starter Robert.Boston
- Start date
-
- Tags
- elon is an ass investing TSLA
http://www.smm.co.jp/E/uploaded_files/20130926 E_Final.pdf
FROM Sumitomo Metal Mining Co., Ltd. 9/26/2013
In view of growing demand for Tesla-powered EVs, Panasonic is planning to increase production of its lithium-ion batteries. To respond to this expansion of the market for automotive rechargeable batteries, SMM has now decided to undertake investment to expand its production facilities for lithium nickel oxide at its Isoura plant in Niihama City, Ehime Prefecture. Expansion work is to get under way in October, with completion scheduled for June 2014. The planned investment outlay is approximately 4.8 billion yen (US$48 million). After expansion, SMM’s production capacity in lithium nickel oxide will increase from the current 300 tons per month to 850 tons.
FROM Sumitomo Metal Mining Co., Ltd. 9/26/2013
In view of growing demand for Tesla-powered EVs, Panasonic is planning to increase production of its lithium-ion batteries. To respond to this expansion of the market for automotive rechargeable batteries, SMM has now decided to undertake investment to expand its production facilities for lithium nickel oxide at its Isoura plant in Niihama City, Ehime Prefecture. Expansion work is to get under way in October, with completion scheduled for June 2014. The planned investment outlay is approximately 4.8 billion yen (US$48 million). After expansion, SMM’s production capacity in lithium nickel oxide will increase from the current 300 tons per month to 850 tons.
Well, after five months, Tesla received my 6-figure check yesterday afternoon (it was the ever-present problem of geography that was the cause of the huge delay); at any rate, it means that my car will be one of those Very End of the quarter productions! Yikes - please everyone cross your fingers and let's hope for a well-aligned, well-gone over 85P Model S!
(and we can bump up the 3Q revenue estimates by $110K......)
(and we can bump up the 3Q revenue estimates by $110K......)
kevin99
Member
Well, after five months, Tesla received my 6-figure check yesterday afternoon (it was the ever-present problem of geography that was the cause of the huge delay); at any rate, it means that my car will be one of those Very End of the quarter productions! Yikes - please everyone cross your fingers and let's hope for a well-aligned, well-gone over 85P Model S!
(and we can bump up the 3Q revenue estimates by $110K......)
Did I miss something? Why it takes 5 months?
Probably cuz they were waiting to find a brave enough driver with good insurance to deliver a Model S on a flat bed truck in Grizzly country ;-)
StapleGun
Member
This is exactly the kind of upstream investment that needs to happen for Gen III.
Sunnyday
Member
In case anyone missed this, "battery supply is no longer an issue," or sentiments to that effect, says Elon because LG and Samsung are stepping up: Cool story of a Musk fan getting to hang out with Elon for 30 minutes last week | Forums | Tesla Motors
This doesn't appear to be widely known yet. I've read rumors, but this is further confirmation. I hope Tesla makes a formal announcement of this and further articulates the details of their supply relationships.
This doesn't appear to be widely known yet. I've read rumors, but this is further confirmation. I hope Tesla makes a formal announcement of this and further articulates the details of their supply relationships.
lolachampcar
Well-Known Member
Norse
Active Member
Glad to see the cost of Aluminum is trending in the right direction
http://www.infomine.com/investment/metal-prices/aluminum/1-year/
http://www.infomine.com/investment/metal-prices/aluminum/1-year/
marvinat0rz
Member
I believe that Tesla will likely ultimately be a >$100 billion company due to a megatrend towards electrics which is only just starting, solid track record of industry-beating innovation and a solid head start due to first-mover advantage and battery patents. But it's very, very nerve-wracking to sit and watch as the stock price is where I believed it would be 5 years from now. There is significant risk of a major correction if anything goes wrong or sentiment changes. This is true even if my investment thesis still holds. If it doesn't, we'll sooner or later get a major-league whooping which we won't bounce back from.
No predictions from me, except that there is a huge amount of uncertainty.
Mario Kadastik
Active Member
You can always put a trailing stop order that goes with the stock. Just make the trail large enough that simple daily/weekly movements don't cause a trigger yet protect your investment. So if you bought in at 60 why not have a trailing sell order for your stocks at price-40 usd. This way you'll get out at worst at 152 usd more than doubling your profit and it's unlikely that Tesla will have a 40 usd swing just like that. Makes life far calmer and you can even take a 2-week vacation without worrying about stock market And if the stock goes up the trailing amount pulls the stop up as well.
And if the stock goes up the trailing amount pulls the stop up as well.
Yuri_G
Member
Looks like we can cross Toyota off of the list of manufacturers that may compete with Tesla in the near future. Maybe Toyota thinks they can keep sourcing Tesla's expertise if they do feel the need to release an EV?
http://www.theverge.com/2013/10/1/4790136/toyota-hybrid-hydrogen-future-not-all-electric
http://www.theverge.com/2013/10/1/4790136/toyota-hybrid-hydrogen-future-not-all-electric
If your plan is to hold long term, then chances are that sooner or later you will be stopped out at a price where you should have BOUGHT and not sold...You can always put a trailing stop order that goes with the stock. Just make the trail large enough that simple daily/weekly movements don't cause a trigger yet protect your investment. So if you bought in at 60 why not have a trailing sell order for your stocks at price-40 usd. This way you'll get out at worst at 152 usd more than doubling your profit and it's unlikely that Tesla will have a 40 usd swing just like that. Makes life far calmer and you can even take a 2-week vacation without worrying about stock market
From my experience I am always stopped out at the worst moment. If I set a stop @153 I can be sure that the price turns around at exactly 152.50 and then shoots straight up.
This is why I don't use stops anymore, if I want to hold a stock long term (short term plays is different, If I want to be out soon anyway, then why not set a (trailing) stop).
If I buy today @193 I would never set a (trailing) stop @153. Rather I would set a BUY-order @153. Such a huge dip would be a buying-opportunity imo, not a selling-opportunity.
Just my 2 cents.
Citizen-T
Active Member
Rather than stops, set alerts. Then you'll know when something happens, but the machine won't trade for you.
I don't like stops. Seen too many killed in a flash crash because it triggered their stop.
I don't like stops. Seen too many killed in a flash crash because it triggered their stop.
And, I guess, add Kia? Guessing the LA Auto show is their big reveal http://laautoshow.com/
http://finance.yahoo.com/news/kia-motors-announces-plans-first-190453234.html
This is exactly what I currently have in place. I was just on a two week vacation, and then had a surgery that put me out of commission for a week +. Lastly, and I'm almost ashamed to admit it to this forum (pause to don flame suit), I do not currently have an internet access smart phone:redface:.You can always put a trailing stop order that goes with the stock. Just make the trail large enough that simple daily/weekly movements don't cause a trigger yet protect your investment. So if you bought in at 60 why not have a trailing sell order for your stocks at price-40 usd. This way you'll get out at worst at 152 usd more than doubling your profit and it's unlikely that Tesla will have a 40 usd swing just like that. Makes life far calmer and you can even take a 2-week vacation without worrying about stock market
If your plan is to hold long term, then chances are that sooner or later you will be stopped out at a price where you should have BOUGHT and not sold...
From my experience I am always stopped out at the worst moment. If I set a stop @153 I can be sure that the price turns around at exactly 152.50 and then shoots straight up.
This is why I don't use stops anymore, if I want to hold a stock long term (short term plays is different, If I want to be out soon anyway, then why not set a (trailing) stop).
If I buy today @193 I would never set a (trailing) stop @153. Rather I would set a BUY-order @153. Such a huge dip would be a buying-opportunity imo, not a selling-opportunity.
Just my 2 cents.
Yup, I can certainly see the wisdom of this, and will consider making the appropriate changes. I just remember looking at a historical AAPL chart and seeing several ~ 50% drops over relatively short periods of time and came across the trailing stop as a tool, so I chose to employ it. And, as an aside, your timing sounds about as good as mine - j/k :wink:.
I had not thought about this when I made the trailing stop my safety net choice. By "flash crash", I suppose I've heard of price collapse based on some rumor that turned out to be false, or maybe an electronic SNAFU on an exchange. Are these the types of scenarios to trigger such a movement? Are there others?
Hmmm, set alerts...maybe it's time to go buy that phone!
Thanks,
Gary
Citizen-T
Active Member
Sure there are all kinds of reasons the price can drop then pop in seconds. Imagine that hackers get a hold of CNN twitter account and tweet that Elon was killed in a rocket accident. 2 mins later Elon tweets that reports of his demise were greatly exaggerated.
You can't possibly trade faster than the machines and professionals you are up against in these situations. Take time to understand what just happened and make a decision. Don't relinquish control of your money to a machine. At least, not one that blindly sells based on some predetermined price.
I mean, at least check TMC before selling. Right?
Similar threads
- Locked
