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Tesla Annual Shareholder Meeting and Battery Day
- Thread starter Sparkeur
- Start date
I was eagerly listening out for any of this as I due to collect this week. There was nothing on M3.
Elon was asked about heat pump in q&a which would given him ample opportunity to mention incoming on m3 but made no reference. Not a definite sign but would have thought he’d have mentioned it if it was soon.
when asked about price reductions he mentioned the margins are only 1 percent and they are already cheaper than comparable ICEs all things considered.
Lastly, one of their graphs had the long range battery tech earmarked for trucks/cyber truck.
so maybe a little of only hearing what I want to hear but didn’t see anything to suggest imminent model 3 changes or even new battery’s on it anytime soon
tomorrowman
Member
The bit that caused the eyebrow twitch was all these plans for massive increase in production volumes, lower costs, $25K car etc are all predicated on the new ground-breaking battery technologies. While It's amazing that the company has decided to address a global battery supply bottleneck by effectively 'reinventing the wheel' (or should that be battery) - The 'not quite there yet' statement made me nervous (especially as a shareholder)
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Yes, it is true that all of these improvements seem to be gated by new production facilities, and all of the stages will have yield issues to start with, but it seems that only the dry extrusion process is currently a major bottleneck. So long as they can make enough tabless 4680? cells from their pilot line to supply the vehicle R&D in the short term, they should be OK to start planning the production which will use these cells. Maybe the first factory needs to over-provision the space for the front end of the line, but they still have a couple of years to fine-tune the process - and this was only ~14% of the saving, even if they skip that on phase 1.
Pagemakers
Active Member
It’s incredible that the press are reporting $50b wiped off the value of Tesla after the presentation.
I think mush of that is the timeframe of the announced improvements.
I think there will be a bloodbath when trading starts today.
I think mush of that is the timeframe of the announced improvements.
I think there will be a bloodbath when trading starts today.
Maximilian Fichtner an expert in the field and high up guy in the Helmholz-Institute was impressed by the stuff Tesla showed yesterday.
Wohin geht die Entwicklung bei Elektroautos? (it's in german)
Wohin geht die Entwicklung bei Elektroautos? (it's in german)
The only two questions, as a shareholder, you need to ask yourself: "will anyone else do this first?" and "If they are first, what is the global oppotunity?"
If the answers are "Tesla" and "huge" then all you got to decide is how long you wont need the money for.
If all you are looking at is short term, you are not a shareholder, you are a trader.
Pagemakers
Active Member
To be honest anyone looking at the current share price and realising that Tesla's market capitalisation is greater than places like Ford, GM and Chrysler combined, as well as being bigger than Walmart, and thinking "yes, this is normal", needs to have a word with themselves.
A lot of near-sighted investors getting swept up in "number goes up, up, UP!" without any critical thinking really are likely to be in line for disappointment.
It seems to me the current share price is predicated on basically sustained mindblowing news, so when things are slightly underwhelming, or even just realistic, the priced in gains are wiped out from short term investors getting skittish.
Obviously the share price has been great for people who got in a few months ago, but at this point you have to think that there's a lot of speculation and expectations priced in, so it feels like it is going to be volatile.
SageBrush
REJECT Fascism
Were you expecting cathode news click-bait ?
This is why I love Tesla. They are unapologetically geeky engineers. 90% of the presentation went right over the head of listening journalists and of the remainder, 99% was deemed uninteresting to their mainstream readership. I have never heard a commercial presentation that was so chock full of technical details. It was freaking awesome.
Did I hear them say that bi-directional flow is possible in Europe with a software update?
Those looked like Model Y's in the crowd, which have a different alloy and chrome delete.
SisOne
Member
Well said. I felt like I was back in an Intel BUM (Business Update Meeting). Freaking awesome!!
An excellent opportunity today to purchase shares (if you timed it right) at about 10% less than yesterday morning. I have partaken...
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Glan gluaisne
Active Member
I'm afraid to say that I ended up shouting at the screen whilst Elon was going on about new developments.
They all looked pretty good, but being sat here (like hundreds, maybe thousands, of others within Europe at the moment) with a car that refuses to talk to the app, because, yet again, something is broken in the systems or software somewhere, did have me yelling at Elon to just make my fecking car work reliably BEFORE doing all this nice shiny stuff.
They all looked pretty good, but being sat here (like hundreds, maybe thousands, of others within Europe at the moment) with a car that refuses to talk to the app, because, yet again, something is broken in the systems or software somewhere, did have me yelling at Elon to just make my fecking car work reliably BEFORE doing all this nice shiny stuff.
FEERSUMENDJIN
Member
Yeah, sounds like nobody has done a proper tear down of the CCS units on EU M3s. Must be none of them pesky diodes.