Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[EVWatcher]

The federal government owns or leases 254,059 vehicles, excluding the military and Postal Service (2012)

I highly doubt that they would replace 254,000 vehicles in one year. I would suspect it would be a 10 year transition

 

[KevinR]

Today the share price increased just a little over my average cost basis per share.

Tesla been berry berry good to me...


(I miss those shares I sold about one month ago already...)

 

[DutchDriver]

If that 254,059 was in 2012, it's very likely that it is even more in 2020
Maybe this is an opportunity for Tesla to release a Tesla mini van

Edit:

The US federal fleet consists of over 645,000 vehicles, according to the latest Federal Fleet Report. This includes 245k civilian vehicles, 173k military vehicles, and 225k post office vehicles.

President Biden will make entire 645k federal vehicle fleet electric - Electrek
Via: electrek

 

[lafrisbee]

hmmm? Up 4% at Monday CLOSE? Something funny is happening.

 

[Singuy]

So basically unless the other US automakers get their powertrain/batteries from an American company, looks like all the vehicles will be Tesla UNLESS they lobby a bunch of fake news into this. Biden pretty much up the requirements of what it means by American made, meaning the most important aspect of the car like powertrain must be American, and upping the amount of parts required to be more than 50% American vs being at least 50% before.

 

[MD70]

On paper this federal market is Tesla’s to dominate but unfortunately lobbying will mean it will be a rough ride.

 

[Artful Dodger]

Wednesday’s earnings report would be a good time to announce another stock split.

Lol, no. They have to release the 10-K first. Then split, damn rights.

 

[uujjj2]

Federal elected officials' financial disclosures are out. Some notable Tesla investors are among the ranks. Nancy Pelosi's family disclosed a stake in Tesla of 2500 shares worth over $2M.

 

[Nocturnal]

Thoughts on other EV stocks (that's a thing??) to play given the Biden deal would be good for this thread I think.
What other tech stock to consider? | Page 155 | Tesla Motors Club

On paper this federal market is Tesla’s to dominate but unfortunately lobbying will mean it will be a rough ride.

It won't be that bad. The government will bid out for X, only Tesla will be able to meet the needs. There will be some changes to let GM, Ford, and Chrysler get a taste to keep congress members in those states happy but even in the worst case this is a boon to Tesla. Biden is basically opening up an entirely new market. Not quite as large as the US or Chinese consumer market, but still massive.

 

[MP3Mike]

So basically unless the other US automakers get their powertrain/batteries from an American company, looks like all the vehicles will be Tesla UNLESS they lobby a bunch of fake news into this. Biden pretty much up the requirements of what it means by American made, meaning the most important aspect of the car like powertrain must be American, and upping the amount of parts required to be more than 50% American vs being at least 50% before.

Even a Model 3 is only 50% US/Canadian parts...

That may be from an old Monroney sticker, so the Model 3 could be more like the Model Y now: 55% US/Canadian parts.

 

[Artful Dodger]

After-action Report: Mon, Jan 25, 2021: (Pre+Main Session Trading)

Headline: "TSLA Jumps at the Opening; Closes at ATH"

Pre-Market Volume: 676,668
SP: $855.50 +8.86 +1.05%
Data as of 01/25/2021 09:30

Traded: (Pre+Main Session) $34,303,890,804.14 ($34.30B)
Volume: (Pre+Main Session) 39,270,168
VWAP: (Pre+Main Session) $873.54

Close: $880.80 / VWAP: 100.83%
TSLA closed ABOVE today's Avg SP
TSLA MaxPain (7:00 A.M.): $820.00 (+$5 from Fri)

TSLA S&P 500 Weight: 1.98026% (Jan 22)
Mkt Cap: TSLA / FB $834.911B / $791.853B = 105.44%
Note: Yahoo Finance yet to update TSLA Mkt Cap re shares issued Dec 11th (~$7.05B)
​

CEO Comp. Status: (est'd Mkt Cap including Dec 11th shares)

TSLA 30-day Closing Avg Market Cap: $759.69B
TSLA 6-mth Closing Avg Market Cap: $472.93B

Mkt Cap req'd for 8th tranche ($450B) likely achieved on Tue, Jan 19, 2021
Nota Bene: Operational milestones req'd (chart at link).
​

'Short' Report:

FINRA Volume / Total NASDAQ Vol = 48.4% (47th Percentile rank FINRA Reporting)
FINRA Short / Total Volume = 52.1% (52nd Percentile rank Shorting)
FINRA Short Exempt ratio was 1.07% of Short Volume (50th Percentile Rank Exempt)​

View attachment 629936

Comment: "♪ You are never gonna keep me down ♪"

QOTD: @Prunesquallor "The difference is the nearly infinite market for Electric vehicles + Energy storage"

View all Lodger's After-Action Reports

Cheers!

 

[ByeByeJohnny]

Lol, no. They have to release the 10-K first. Then split, damn rights.

There needs to be a vote to do more than a 2:1.

So on Wednesday announce that the plan is to hold a vote.

In April? When the annual meeting is announced it will be on the agenda and brought back to every ones mind.

In June at the meeting everyone will vote for and that's a third time everyone get reminded.

Then announce a date for the split

Final date arrives and the split happens.

That's like 5 times the market and buyers are reminded of a split happening.

The share price will be at $2000 from this alone.

Edit: I'm assuming they can't just do some online vote.

 

[MTL_HABS1909]

Hold up here.. he could be talking about Chevy Bolts......


/s.

The sad part is, this might be true. Remember Biden’s “Buy American” rally. There were pickups from the “Big 3” behind him as well as a Chevy Bolt. Not a single Tesla.....

 

[dww12]

Munro got a FSD beta ride. Looking forward to his next video.

https://twitter.com/teslaownerssv/status/1353824220371841024?s=21

 

[cliffski]

It really doesnt matter if the government just buys 645,000 EVs from Chevy and Ford. That means 645,000 government employees drive an EV all day. What car do you think they are going to buy for their own use once they get used to an EV?

 

[ByeByeJohnny]

It really doesnt matter if the government just buys 645,000 EVs from Chevy and Ford. That means 645,000 government employees drive an EV all day. What car do you think they are going to buy for their own use once they get used to an EV?

It also means Chevy and Ford has 645,000 less EVs to sell to the people. Cause they would run out of batteries. Guess what brand regular customers that pays full price will have to buy then?

 

[Singuy]

It really doesnt matter if the government just buys 645,000 EVs from Chevy and Ford. That means 645,000 government employees drive an EV all day. What car do you think they are going to buy for their own use once they get used to an EV?

Buy a gas car when their Ford/Chevy cars give them a trashy experience, especially with the lack of charging and range.

 

[DaveT]

Articles/megaposts by DaveT

For any new here on TMC, or old timers as well. Articles/megaposts by DaveT is an absolute must read. All of the them. Very insightful. Thanks again @DaveT.

It's unfortunate that thread was closed (against my wishes and vocal protest).

 

[Nocturnal]

There needs to be a vote to do more than a 2:1.

So on Wednesday announce that the plan is to hold a vote.

In April? When the annual meeting is announced it will be on the agenda and brought back to every ones mind.

In June at the meeting everyone will vote for and that's a third time everyone get reminded.

Then announce a date for the split

Final date arrives and the split happens.

That's like 5 times the market and buyers are reminded of a split happening.

The share price will be at $2000 from this alone.

Edit: I'm assuming they can't just do some online vote.

A special meeting can be called if needed.

 

[JusRelax]

Munro got a FSD beta ride. Looking forward to his next video.

https://twitter.com/teslaownerssv/status/1353824220371841024?s=21

Hmmm... tweet no longer available...