-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Daily Roundup Preview: 21 September
Posts from 20 Sep 09:19 GMT to 21 Sep 20:58 GMT
Votes as of 21 Sep 20:59 GMT
Go here to see today's full Roundtable Roundup!
Top 25 Informative + Helpful
Posts from 20 Sep 09:19 GMT to 21 Sep 20:58 GMT
Votes as of 21 Sep 20:59 GMT
Go here to see today's full Roundtable Roundup!
Top 25 Informative + Helpful
| Author / Votes / Time (GMT) | Content Preview |
|---|---|
| Prunesquallor 34 | Link ➤ 20 Sep 21:19 | https://twitter.com/wholemarsblog/status/1307527712085426177?s=21 |
| CorneliusXX 23 | Link ➤ 21 Sep 11:44 | Interesting article linked by Kelvin Yang on twitter that Mitsubishi has produced a new electrolyte for Tesla. It's a short article: HONG KONG, Sept 20, 2020 - (ACN Newswire) - - A Mitsubishi Chemical (MTLHY) technical expert revealed that the important innovations of Tesla's new battery are the po... |
| elasalle 21 | Link ➤ 21 Sep 12:46 | Tesla initiates talks to set up research centre in Bengaluru – The Free Press Newspaper |
| StealthP3D 18 | Link ➤ 21 Sep 16:19 | The reasoning behind the complete re-design is not the energy density or efficiency differences of the new cells - it is their form factor. A taller cell won't fit in the old chassis. The casting machines in question are high-pressure casting machines. Cast aluminum (without high pressure) is rela... |
| FrankSG 18 | Link ➤ 20 Sep 10:39 | Rivian and JB's new venture both looking good: Rivian is building a couple hundred pre-production vehicles, and will launch 3 vehicles next year. JB's recycling startup is working with Panasonic and Amazon. |
| Navin 17 | Link ➤ 20 Sep 16:13 | I just noticed something worth mentioning here. Elon has approx 39 mil folks on Twitter that follow him. He follows only approx 100 people. 4 of those are analysts at ARK. Think it’s because he appreciates their core beliefs and perspective. Puts more weight on their credibility in the marketplace. ... |
| BlackS 16 | Link ➤ 21 Sep 19:53 | FYI |
| jbcarioca 16 | Link ➤ 21 Sep 16:27 | Airbus has already had two electric planes operating for a while and have been actively searching for plausible alternatives. Hydrogen is another one. Their constant R&D does sometimes produce major advances, like the first FBW airliner, the A320. Sometimes it does not. They are spending much more o... |
| Prunesquallor 16 | Link ➤ 21 Sep 16:22 | Hadn't heard about PowerPacks in Costa Rica: CleanSpark Commissions Software on New Microgrid Featuring Tesla Batteries "CleanSpark, Inc. (Nasdaq: CLSK), "the Company", a diversified software and services company announced the commissioning of its software on a new solar plus storage microgrid pro... |
| LN1_Casey 16 | Link ➤ 20 Sep 17:04 | https://twitter.com/ray4tesla/status/1307724653557772288 Supposedly the production line in GF Shanghai will be down until EOQ for an annual inspection. Maybe that's why they stocked up some inventory last month? |
| Chunky Jr. 13 | Link ➤ 20 Sep 21:10 | JFC Michigan's New House Bill 6233 Wants To Ban EV Automakers From Doing Business Michigan politicians are trying to block new electric vehicle manufacturers from doing business in the state. Although carefully worded to include any type of auto manufacturing company, the Michigan “Motor Vehicle F... |
| jbcarioca 12 | Link ➤ 21 Sep 13:27 | Possibly not: BMW is biggest U.S. automotive exporter by value for fifth year As virus raged, demand for U.S. vehicle exports surged Almost all BMW SUV are made in USA. All three Alabama OEM's export from USA. Of course the traditional 'big three' are not among the major exporters. Prior to Model 3... |
| Curt Renz 11 | Link ➤ 21 Sep 20:27 | Bloomberg - 3 hours ago: Rivian Faces Ban From Michigan Car Dealers in Direct-Sales Fight Excerpt: Michigan auto dealers are trying to block startup electric carmakers including Rivian Automotive Inc. and Lucid Motors Inc. from following in Tesla Inc.’s footsteps by selling vehicles directly to co... |
| Beltsbear 11 | Link ➤ 21 Sep 3:28 | The entire market for NN training is not even in the hundreds of millions currently. But Tesla may have a 4x advantage over other providers with its chip and research into linking them together in a cluster. Tesla can use this advantage for huge margins, or drop the cost and increase size of the mar... |
| Cosmacelf 11 | Link ➤ 20 Sep 16:35 | Interesting stuff. Rivian is going to be shipping three different vehicles next year, the truck, suv and an Amazon delivery vehicle. He called the truck and suv halo vehicles meaning they are premium priced, but he said the delivery vehicle is price comparable to an equivalent ICE vehicle out of the... |
| Words of HABIT 10 | Link ➤ 20 Sep 19:56 | From 2012 to 2020 TSLA averaged a 70% annual growth rate (pre-5-1 split pricing shown below). Understanding the larger the Market Cap, the more difficult it is to maintain its growth rate, thought it would be interesting to run a few scenarios. I believe 30% is fair and achievable over the next ten ... |
| agastya 9 | Link ➤ 21 Sep 14:57 | It's not even funny anymore watching the whales bend this where they want. They tried it twice this morning, breaking down TSLA which was showing fair resilience during the overall macro situation See how during the first two dips, TSLA didn't really follow the Qs dip. And TSLA was held back rising... |
| tinyrodent 9 | Link ➤ 21 Sep 1:25 | Tesla Sold 35.4% of US Auto Exports in Q2 | ZAP EVs Blog |
| willow_hiller 9 | Link ➤ 20 Sep 19:53 | Photo for those without Apple TV: Those push buttons and knobs control the ride height, regen, etc. I also got a kick out of all the ones labeled "Do not use." Also looked up the timeline, this was Rivian's progress as of September 2019. |
| MP3Mike 9 | Link ➤ 20 Sep 15:52 | The cost is primarily materials. I've seen a breakdown before, but couldn't find that one again but here is another one: 82. THE COST COMPONENTS OF A LITHIUM ION BATTERY - Qnovo |
| Lycanthrope 8 | Link ➤ 21 Sep 20:07 | Looks like Tesla have done a makeover on their Investor Relations pages: Investor Relations | Tesla Investor Relations Still had the old look earlier today. |
| Right_Said_Fred 8 | Link ➤ 21 Sep 6:56 | All posts - and there were a lot of them - about Trevor Milton leaving Nikola have been moved to All discussion of Nikola Motors |
| jw934 8 | Link ➤ 21 Sep 1:27 | Elon just announced a future business(?) - to provide Dojo for training for any machine learning, as a web service, once Dojo is ready. https://twitter.com/elonmusk/status/1307828265445400579 |
| MTL_HABS1909 8 | Link ➤ 21 Sep 0:44 | Sorry for linking electrek, but record deliveries “possible”? I thought this was in the bag, unless Elon is underselling. Tesla (TSLA): Elon Musk says 'record deliveries possible' in leaked employee email - Electrek |
| mickificki 8 | Link ➤ 20 Sep 21:58 | {no text} |
Todd Burch
14-Year Member
Already posted above.
Not sure this is really disappointing, as he qualifies it by saying that it doesn't reach "serious high volume production" until 2022. Doesn't mean what's revealed tomorrow won't be in lower-volume cars (aka Plaid) before then.
Still, it would have been nice of him to announce this much further in advance so that all the super-short-term speculators wouldn't just dump right when they hear it.
On the other hand, Elon has said he doesn't want TSLA to be a short-term speculation stock and would prefer long-term holders, so...
Won't last. On the plus side, Elon has officially made official that they will make battery cells.
But still means no immediate effect for production efficiency
His phasing could have been better lol. "Demand will exceed supply" would have been a far preferable choice of words to "shortage"
TheTalkingMule
Distributed Energy Enthusiast
Apparently some of the existing suppliers were getting annoyed. EM clarification makes sense:
It's the right word. He said shortages UNLESS we take action ourselves. ie. we see a problem 2 years from now and we're addressing it. Of course, the majority of the press who have a reading comprehensive level of grade 5, probably won't realize this.
What did people think they were going to announce that starting October 1st the Model 3, Model Y will have new battery tech?
TheTalkingMule
Distributed Energy Enthusiast
What's an appropriate outdoor happy hour cocktail for Battery Day? We'll be doing grilled steak tacos of some sort.
Mo City
Active Member
AH has bounced from 450 to 432 back to 441 since the tweet.
Where will the bouncy ball end up?
Where will the bouncy ball end up?
no. people thought plaid s and x
What a Debbie Downer
But I am sure no one was expecting full volume with just one proto line in Kato road.I guess it spoils the "buy the rumor, sell the news" strategy going into tomorrow.
Looking forward for some Plaid, insane Battery tech
Yes, people have been saying that. Some even holding off picking up their Tesla until after battery day because they think they will get a better battery.
It is crazy how much the stock reacts to his tweets.
Elon: We are laying the roadmap and groundwork for battery improvements. Don’t expect immediate results.
Market: Battery day is already a disappointment. Sell sell sell...
Elon: Just to clarify we want to make sure we address the supply constraints.
Market: Ok great but still not good enough. Sell sell sell.
I’m actually glad the speculators will get out before battery day, got too many of those in today’s market. Let’s focus on the mission and kill some legacy car makers along the way.
Or maybe Elon is playing 4D chess with the shorts and short term traders.
Lol, amazing people are surprised by the contents of that tweet(not here, but apparently investors are uninformed).
A 2022 "serious high production" lines up perfectly with Giga Berlin and Giga Texas finishing construction in mid 2021 and gearing up for mass production by the end of the 2021.
Curious though as to why Elon felt like he needed to tweet that out. Why not just wait until tomorrow? He's clearly talking about whatever they show at Battery Day not showing up in the 3 or Y until 2022. Maybe he wants to squash any speculation of 3/Y getting the battery tech but again, why not wait till tomorrow?
A 2022 "serious high production" lines up perfectly with Giga Berlin and Giga Texas finishing construction in mid 2021 and gearing up for mass production by the end of the 2021.
Curious though as to why Elon felt like he needed to tweet that out. Why not just wait until tomorrow? He's clearly talking about whatever they show at Battery Day not showing up in the 3 or Y until 2022. Maybe he wants to squash any speculation of 3/Y getting the battery tech but again, why not wait till tomorrow?
Similar threads
- Locked
- Locked
