Yep pretty dog friendly...only one surly cat around...but just keep a laser pointer in your pocket and you will be fine.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Krugerrand
Meow
What does a person around here have to do to get an interview? I’d like to make my own statement about VW ‘e-car’ production for 2025.
Knightshade
Well-Known Member
They were also planning to be #1 in EVs by 2018 a few years earlier...how'd that work out?
That said- there's 80 million cars sold a year... Tesla won't be making even 1/5th that many for another couple years minimum....we know EV demand is high for good cars (Kia/Hyundai makes a decent one and has said they could sell massively more if they could get enough batteries to make more for example)
So if VW (or anybody) is able to build 1.5 million (or even 500k- keep in mind stuff like the Mach E is limited to 50k production because again nobody has enough batteries)) worthwhile EVs, they'll easily sell em....
dc_h
Active Member
That whole area around GA4 and 4.5 is of interest. What is the pace of cars going in and out of GA4 and 4.5? I think there was changes on the other side of GA4 as well.
Thanks for the great videos @gabincal
ByeByeJohnny
Active Member
Are all the cars at Fremont coming out of the same port/door at the factory. If so we should pay @gabincal to fly his drone right there for maybe an hour per day a couple of times a week and we could probably get a very accurate production number.
MartinAustin
Active Member
Unless I am reading things wrongly, stock in Talga Resources (ASX:TLG) is up 21% so far today.
That's an Australian mining company that creates graphite anode material, discussed by Gordon Gesigy about a month ago.
Is it possible that Tesla derivative stocks might jump up or down, depending on leaks or announcements occurring around the Battery Day event?
That's an Australian mining company that creates graphite anode material, discussed by Gordon Gesigy about a month ago.
Is it possible that Tesla derivative stocks might jump up or down, depending on leaks or announcements occurring around the Battery Day event?
TheTalkingMule
Distributed Energy Enthusiast
Looked up call prices last night for Jan 2021 and thought to myself, "Hey these are almost reasonable, I'm gonna buy some tomorrow if we drop a bit."
Stone cold lock for a 6% pre-market followed by a +10% day. Going back to sitting on hands.
Stone cold lock for a 6% pre-market followed by a +10% day. Going back to sitting on hands.
Krugerrand
Meow
Tolerated, the same way we tolerate birds.
ZachF
Active Member
They must finally be realizing the implications from the battery leaks... The implications being ICE is a dead man walking.
Always worth posting Rob Maurer videos here just in case people don't religiously watch them. This is his battery day predictions. At the end of the video Rob says he left out one prediction which he believes more important than everything else he mentioned. My guess is the potential of Tesla Energy enabled by larger better battery supply. Tesla energy is going after a bigger market than auto. The reason very few have focussed on it is because thus far Tesla has not had enough batteries to go after energy as ambitiously as auto. In the Autonomy Day presentation there were clear figures showing how a robo taxi fleet would blow away the competition and be a huge profit generator. Batteries does the same thing when applied to the energy sector.
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Krugerrand
Meow
Or just getting a jump on controlling the SP and having it end up at $450 for the day.
I think the cost implications will be the main focus - but that could extrapolate out into energy markets and robotaxi economics. Rob loves a spreadsheet.
ZachF
Active Member
Exactly. Tesla is turning the conventional wisdom about auto business ( low margin, high volume) on its head. Through vertical integration, electrical architecture and business model innovation, it is turning a low margin, high volume business into high margin, high volume business and this is un heard off.
Artful Dodger
"Neko no me"
Here's today's Tech chart as of 09:30 AM
LN1_Casey
Draco dormiens nunquam titillandus
Love the Mid-band support level.
ZachF
Active Member
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