And just after I wrote this, I had to be proven wrong
Just keep writing 1 word posts.....let's see how long you can keep it up
If tesla goes red again and you aren't continuing to post, I'm putting all blame on you
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Just keep writing 1 word posts.....let's see how long you can keep it up
If tesla goes red again and you aren't continuing to post, I'm putting all blame on you
Barron's - half hour ago: GM Stock Is Rising Because Wall Street Thinks Its EVs Can Make Money
Excerpt:
For the stock to work, GM will have to earn a nice return on all that capital. But making money on EVs isn't assured. Tesla (TSLA), the world's most-valuable EV company only recently began producing consistent profits. Batteries and electric motors are still more expensive than internal combustion engines and a gas tank, even though EV-related costs are coming down.
Excerpt:
For the stock to work, GM will have to earn a nice return on all that capital. But making money on EVs isn't assured. Tesla (TSLA), the world's most-valuable EV company only recently began producing consistent profits. Batteries and electric motors are still more expensive than internal combustion engines and a gas tank, even though EV-related costs are coming down.
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Buckminster
Well-Known Member
End of 2021 seems a long time to wait for what should never have happened in the first place...
Nasdaq TSLA short interest will go down by about ~19m shares in the first March report.
Does this mean someone has to buy 19m shares?
@The Accountant can you please confirm that this won't be booked as profit.
Knightshade
Well-Known Member
To be fair your eyes have much much higher resolution, including for resolving distant objects, than the cameras on the car.
There's a whole subforum for discussion of AP/FSD hardware and its capabilities and adequacy (or lack thereof) though-
Autopilot & Autonomous/FSD
Todd Burch
14-Year Member
This is precisely the stuff the company I work for does. (In fact, they might be referring to equipment our company manufactures).
It is possible they are referring to Tesla's own AI, but usually this kind of posting refers to metrology camera systems that are able to measure and inspect parts using light, like this system:
White-Light Scanner
Go back to drinking beer
Here you go, folks, was just over a year back @ReflexFunds and @Fact Checking, I'm sure @The Accountant chimed-in too...
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
On the 1.25% $1,380m Mar-2021 converts, conversion price is $360 (3.8m shares). The call option feature on these is currently worth $494m. Tesla owns calls of this value to hedge potential dilution, but it has also sold warrants with a $561 strike (currently worth $193m)
On the 2.38% $978m Mar-2022 converts, conversion price is $327.5 (3m shares). The call option on these is currently worth $518m. Tesla owns calls of this value to hedge potential dilution, but it has also sold warrants with a $655 strike (currently worth $188m)
On the 2.0% $1,840m May-2024 converts, conversion price is $310 (6m shares). The call option on these is currently worth $1,311m. Tesla owns calls of this value to hedge potential dilution, but it has also sold warrants with a $607.5 strike (currently worth $745m)
Todd Burch
14-Year Member
There. Fixed that for them.
No, that 19M is already shorted when convertible notes were purchased. It just cancel itself out pretty much.
Carl Raymond
Active Member
The other day there was talk of lamp post chargers and I chimed in that ultimately the solution was FSD, allowing the cars to go charge themselves whenever the owner commands.
Here too, the answer to tyres could ultimately be FSD. Human drivers rely on high friction (short life) tyres (Australian spelling) to compensate for driving errors. Cars that don’t make errors will still be much safer, even with low friction long lasting tyres.
For anyone who doesn't want to click the Electrek link, it's Dan Ives from Wedbush...
"Now, one top Wall Street analyst, Daniel Ives of Wedbush, says that it could only be the beginning of Tesla’s stock rise.
In a recent interview with TD Americas, Ives said that he sees Tesla rising over $1.5 trillion over the next year or two:
“In a year or two from now, we’re not just looking at one trillion for Tesla, but in a couple of years this could be a company that could start to approach 1.5 trillion – 2 trillion market valuation.”
The analyst is amongst the most optimistic on Wall Street as he sees Tesla delivering 800,000 vehicles in 2021."
ByeByeJohnny
Active Member
Yeah, I was just gonna say that this info created quite a stir when 'discovered' about a year ago. But seems to have been largely forgotten since. Was thinking there were two or three tranches of these, not just the one just twetted about and you just found the info for the other two.
Add in the 1.9 billion tax issue and there is about $4 billion or so of cash flow that no one seems to think about much.
At least I think all of these will improve cash flow if not profit.
Very nearly all highway wear and tear is caused by trucks. Cars basically should be able to ride for free on highways designed and maintained for heavy trucks.
so the fairest tax would need to account for weight as well as mileage.
We don't care about profit... FCF is king!
Those 8M/1B daily kilometers are NOT used for collecting training data for NNs but for building/updating HD maps.
Could it be Proterra? They are going public via SPAC merger:
Proterra Set To Take Heavy-Duty Electric Vehicle Business Public via SPAC Transaction
In actuality Tesla’s side cameras are capable of viewing objects over 93M miles away
Tesla has extensive experience in neural net training. I would be surprised if they don’t use neural nets as part of this camera inspection system. The next logical step would be to apply the tech to assembly. Maybe Dojo will enable the alien dreadnaught after all.
You can get your kicks on Route 66...
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