-
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
All construction may continue at GF Berlin, deadline for security deposit (which would be used if final permit was not granted) extended until mid January:
Google Translate
Google Translate
As we're about to see a lull in this thread (maybe?) due to the holidays, I wanted to wish everyone here a happy holiday season. It's been a crazy year in TSLA (and Tesla, and of course the world at large). To put a capstone on things, here's a little look back at where we were heading into Christmas 2019 and some of what's happened since.
Here's to an interesting new year!
- The stock price (split-adjusted) had recovered from a summer lull into the $30s (!), to a 'stratospheric' $85.05. In 2020, we've seen another 7.5x rise from there to today's $645 as I type.
- COVID-19 was not a widely-recognized thing.
- Giga Shanghai had yet to deliver its first vehicles (happened at the very end of December).
- Giga Berlin had not yet broken ground.
- Giga Austin was but a fleeting thought in Musk's mind.
- The Model Y was months away from first deliveries.
- Tesla had delivered approximately 900,000 vehicles in its history.
- COVID-19 essentially shut down the world for a majority of the year, yet Tesla managed to grow considerably over the course of the year, proving capable of quickly adapting both production and deliveries to the new COVID reality.
- Tesla approximately tripled (!) its cash/cash eq. from $6.3B exiting 2019 to $14.5B exiting Q3, and a guesstimated $19B-$20B exiting 2020.
- The Model Y began deliveries (only 12 months post-unveiling) and has quickly grown to be a large portion of the fleet here in the US (I seem to see nearly as many Ys as 3s around these parts lately).
- Tesla added more than 350 Supercharging locations (around 3,500 stalls) and greatly expanded the v3 footprint.
- Giga Berlin has made quick progress, and initial production should happen in the first half of 2021.
- Giga Austin has made similarly-quick progress, and initial production should happen in late 2021.
- The Gigas have spawned an entire community of drone video producers, watchers, and analyzers. (Embarrassing the old parking lot truthers--try harder next time, folks!)
- TSLA underwent a 5:1 stock split yet has a stock price about 1.5x the pre-split price entering the year ($645 vs $430).
- Battery Day brought insight into Tesla's medium-term plans for improving battery cost, longevity, and energy density.
- FSD entered semi-public beta.
- TSLA was added to the S&P 500.
- Tesla delivered approximately 500,000 vehicles this year, increasing its lifetime production count by ~55% and posting a YoY growth rate of ~36%. (Yes, this one is subject to revision in just over a week, but I think it's pretty clear that the end number will be within spitting distance of 500k.)
- Tesla will have four fully-operational
battle stationsvehicle factories. - Tesla should increase deliveries over 2020 by hundreds of thousands of vehicles.
- Tesla will produce its own batteries for a subset of its vehicles.
- Model Y will spread beyond North America.
- FSD will be released in some form for city streets.
- The Plaid powertrain will begin deliveries.
- The Semi will begin deliveries.
- Cybertruck may begin deliveries.
- Roadster may begin deliveries
Here's to an interesting new year!
Last edited:
TheTalkingMule
Distributed Energy Enthusiast
It's just a quiet week before a holiday, MMs can more easily push the SP around on low volume. I thought they'd havea tough time holding $700, but it looks like even expiring $650 weekly calls might be doable. Some stuff likely needs to be unraveled so there could be a pop well above $650, but it's 50/50 at this point.
Can't believe a bought short term calls that expire in a holiday week! So easy to push SP down and then let it spring back Monday. Rinse, repeat. At least I have some $640's bought at the lows to offload.
LN1_Casey
Draco dormiens nunquam titillandus
+1 to EOQ Deliveries. 
I will say that I had been scheduled for a 24th delivery and got bumped up to the 22nd (though could have taken it on 21st, but had conflicting work). The delivery center was crawling with cars, mostly white model 3’s (plebeians). Oddly, I didn’t notice any model Y’s. May just be a timing thing as I saw one on the road close by.
The delivery center personnel were polite and helpful and not frantic. During conversation I learned that they actually are closing on time around 5, so as of yet there isn’t the EOY/EOQ shuffle to get as many cars into owners hands whilst racing against the clock. I saw maybe 8 or so workers there, one a brand new hire so maybe that’s why?
My car was beautiful, and drove fine. I did see one small chip of paint near the passenger side taillight, that’s down to the metal, but as I’m getting it wrapped I don’t care. The other imperfections were small enough for me not to notice at +/- 2ft, so they don’t exist.
Bad: my driver side repeater camera is not working. Dunno why. Just doesn’t show up. I’ll hard reset the car to see if it fixes, otherwise I will schedule a service tech to come check it out. Maybe it’s just not plugged in? Who knows.
I will say that I had been scheduled for a 24th delivery and got bumped up to the 22nd (though could have taken it on 21st, but had conflicting work). The delivery center was crawling with cars, mostly white model 3’s (plebeians). Oddly, I didn’t notice any model Y’s. May just be a timing thing as I saw one on the road close by.
The delivery center personnel were polite and helpful and not frantic. During conversation I learned that they actually are closing on time around 5, so as of yet there isn’t the EOY/EOQ shuffle to get as many cars into owners hands whilst racing against the clock. I saw maybe 8 or so workers there, one a brand new hire so maybe that’s why?
My car was beautiful, and drove fine. I did see one small chip of paint near the passenger side taillight, that’s down to the metal, but as I’m getting it wrapped I don’t care. The other imperfections were small enough for me not to notice at +/- 2ft, so they don’t exist.
Bad: my driver side repeater camera is not working. Dunno why. Just doesn’t show up. I’ll hard reset the car to see if it fixes, otherwise I will schedule a service tech to come check it out. Maybe it’s just not plugged in? Who knows.
Stone_Watcher
Member
Electrification drive. Isn't that just another name for hybrid? Or just a battery to run power tools?
Those will look great in my massive garage....next to my EV hummer...Nikola badger ...and my favorite ...my apple icar.
I am working on the render right now
Geniuses in TSLAQ is executing a master plan to make Elon hit so many tranches in one quarter, so the company could be “losing money” again.
lafrisbee
Active Member
Since there is no "boo" I gave you a funny! Merry Xmas!
Tes La Ferrari
Active Member
Thanks for the 'shout out'. I hope others got into QS as well even though it is struggling today in the $
+1 to EOQ Deliveries.
I will say that I had been scheduled for a 24th delivery and got bumped up to the 22nd (though could have taken it on 21st, but had conflicting work). The delivery center was crawling with cars, mostly white model 3’s (plebeians). Oddly, I didn’t notice any model Y’s. May just be a timing thing as I saw one on the road close by.
The delivery center personnel were polite and helpful and not frantic. During conversation I learned that they actually are closing on time around 5, so as of yet there isn’t the EOY/EOQ shuffle to get as many cars into owners hands whilst racing against the clock. I saw maybe 8 or so workers there, one a brand new hire so maybe that’s why?
My car was beautiful, and drove fine. I did see one small chip of paint near the passenger side taillight, that’s down to the metal, but as I’m getting it wrapped I don’t care. The other imperfections were small enough for me not to notice at +/- 2ft, so they don’t exist.
Bad: my driver side repeater camera is not working. Dunno why. Just doesn’t show up. I’ll hard reset the car to see if it fixes, otherwise I will schedule a service tech to come check it out. Maybe it’s just not plugged in? Who knows.
View attachment 620484
seeing the palm trees makes me miss Oahu.
Congratulations on your new S. Do they still deliver them from the rooftop of the Service centre location on Kalakaua ?
Last edited:
ID3 has issues with the way the ac works. Norwegian customers is told to wait for a upgrade that will arrive in q1 2021. They have to go to a service center to install it.
We have to assume that VAG got an Model S way back in 2012/2013 and disassembled it. Makes it so hard to understand why they bring something the require to be brought to a service center for upgrade to market 8 years later.
So hold your breath folks, competition is coming
Tek.no - Tester, guider, teknologi
We have to assume that VAG got an Model S way back in 2012/2013 and disassembled it. Makes it so hard to understand why they bring something the require to be brought to a service center for upgrade to market 8 years later.
So hold your breath folks, competition is coming
Tek.no - Tester, guider, teknologi
Knightshade
Well-Known Member
Seems unlikely. Markets are closed Friday.
Posted this a while ago...imagine needing an update and having to make an appt to bring it in to your service center. "Hello....sure we can schedule an appt for you to do an update...currently we have 12,937 people ahead of you, so we can fit you in, say 10 months from now?"ID3 has issues with the way the ac works. Norwegian customers is told to wait for a upgrade that will arrive in q1 2021. They have to go to a service center to install it.
We have to assume that VAG got an Model S way back in 2012/2013 and disassembled it. Makes it so hard to understand why they bring something the require to be brought to a service center for upgrade to market 8 years later.
So hold your breath folks, competition is coming
Tek.no - Tester, guider, teknologi
corduroy
Active Member
Similar threads
- Locked
- Locked
