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

dl003

Active Member
Nov 22, 2019
1,386
11,973
Texas
Can we assume that Tesla is not being harmed by this Suez Canal blockage?

About 12% of global trade passes through the canal, which connects the Mediterranean Sea to the Red Sea and provides the shortest sea link between Asia and Europe.
I would be more worried if this happened in February. Is Tesla still shipping cars to EU from CN as of this week? Tesla China is probably not sourcing chips from EU and we haven't heard about any further production shutdown in any GF (fingers crossed).
 

Singuy

Active Member
Jun 28, 2018
3,483
23,772
US
Huh. Rumor here.

So the owner of the daycare center pointed to my Tesla today and asked how I liked it. He then proceed to talk about how he sat in his friends Tesla the other day and it was bizarre how it drove itself. I thought he meant EAP, but he said "no it made turns at stop lights, just had an intervention at a round about". The interesting part is " it was crazy how the car found parking and parked itself, and then came to get us". So sounds like his friends build has reverse summon working????

Have yet to see any YouTube video where FSD beta auto parked or even work very well in parking lots.

Location is central FL, and the route was from Windermere to Top Golf.
 
Jun 1, 2018
952
4,049
Canada

TLDR:

Mormon church's $100M investment fund quadrupled their TSLA position.

"The investing arm of the Church of Jesus Christ of Latter-day Saints also quadrupled the size of its Tesla bet to 467,000 shares. Coupled with a sharp increase in the automaker's stock price, the position surged in value by about 550% to $330 million as of December 31."
 

asburgers

Member
Sep 23, 2020
445
3,277
Chair, Canada

TLDR:

Mormon church quadrupled their TSLA position.

"The investing arm of the Church of Jesus Christ of Latter-day Saints also quadrupled the size of its Tesla bet to 467,000 shares. Coupled with a sharp increase in the automaker's stock price, the position surged in value by about 550% to $330 million as of December 31."
If the Mormons are in, I'm in.
 

Drezil

Member
Jan 14, 2021
51
637
Germany
The couch is getting tapped out so had to resort to other tactics. Sold a put an bought some shares @ $612.
You just inspired me .. :)

I have neither money, nor margin left right now.

But i could sell 5x (2x Long 300$ Apr PUT , 1x Short 610$ Jun PUT) for a net credit of 37k$ & my margin requirements went down by 2k .. yes. i got paid 37k + 2 more k on available margin.

This is how we play the game, right?

Of course this is in no way financial advice. You will lose the 400$ for the 300$-Puts in that thingy in April & margin-requirements will skyrocket if tesla doesn't go up & then it is only ramen for months while my wifes boyfriend has fun with her at their place ... :D

But you gotta do, what you gotta do if you want to steal from the rich bullies on wall street .. ;)

Edit: I forgot: I just like the TSLA-Stock ;)
 
Last edited:

sawyermerritt

New Member
Mar 26, 2021
1
37
US
Haha Let’s see if this information that there was a call gets verified from another part of the internet first otherwise I won’t bother posting any other information from this source in the future. Like someone said, if it happened, I would have to imagine it’ll get leaked somehow over the next few days
I saw your post yesterday and I was like hmmm lemme check with my sources to see if a call did happen. It did, and so far 4 separate sources have confirmed to me that it took place. So thanks for your post which lead me to reaching out to my own sources. All the best, Sawyer :)
 

Curt Renz

Well-Known Member
Mar 5, 2013
6,357
80,927
USA
It's a weekly options expiration day. Right now it appears that a march upward toward $630 or higher would shut out more put owners than save call owners. Trading volume is quite light, which would make it easier for big option writers to push up the share price to protect their put premiums.
 

Discoducky

P100DL, 2021 M3, 3 CT reservations and counting
Dec 25, 2011
3,413
3,207
Seattle
Huh. Rumor here.

So the owner of the daycare center pointed to my Tesla today and asked how I liked it. He then proceed to talk about how he sat in his friends Tesla the other day and it was bizarre how it drove itself. I thought he meant EAP, but he said "no it made turns at stop lights, just had an intervention at a round about". The interesting part is " it was crazy how the car found parking and parked itself, and then came to get us". So sounds like his friends build has reverse summon working????

Have yet to see any YouTube video where FSD beta auto parked or even work very well in parking lots.

Location is central FL, and the route was from Windermere to Top Golf.
Current build it doesn't do summon or parking lots according to Dirty Teslas' latest drive on YouTube
 

Knightshade

Well-Known Member
Jul 31, 2017
11,323
14,820
NC
Maybe so... but the times are gonna change. People won't be free to drive any kind of gas-guzzling polluter they want, with no inspections, ever. That idea will look more and more crazy as the weather and climate gets worse and worse, and carbon pollution is the clear cause for more and more people.


Safety inspections don't care what fuel the car runs on- it checks things like your tires are good, your headlights and wipers work, you don't have parts falling off the car, etc.


Only 15 states require them nontheless.


There is likely to be tax on the weight+odometer of the vehicle, the pollution bracket of that vehicle as set by EPA, and any deviation above that bracket i.e. if you've modified your vehicle to get more power and are polluting more as a result, you will pay, as a disincentive, when the pollution is measured at yearly inspection.

I think there's about a 0% chance of that.

Even fewer states than require safety inspection require annual emissions inspections.

You're not going to convince the majority of states who have never felt it worth spending on this to go spend a ton of $ (or force shops in their state to do so) to develop a state inspection system and buy a bunch of emissions inspection equipment for this purpose- especially as FEWER ICE vehicles are put on roads going forward.



Again the vastly simpler system is a flat road use tax on annual registration for EVs- that requires basically $0 outlay on the part of the states, no additional hardware, no inventing an entire new system, no annual stops anywhere to check anything. Just an added line item on your annual registration bill.

ICE cars will continue to pay a gasoline tax, though revenues will continue to decline as lower MPG cars age out of the fleet and fewer new ICE cars join it.
 
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bpjod

Supporting Member
Nov 5, 2016
430
1,837
Alberta, Canada
Lots of discussion today about Tesla possibly opening their Supercharging stations to other EVs. Some have reminded us of late last year some EVs from other makers were charging at Superchargers in Europe. I haven't seen anyone else point this out here, but there is now a precedent of Tesla building Superchargers with Chademo and CCS in Canada too in order to obtain government funding.

In the Western Canada Supercharger thread @Xelloss99 has brought to our attention that Tesla is constructing 14 Supercharger locations in Western Canada with $5M in Federal funding. The stipulation is that no more than 75% of the chargers at each location can be proprietary and the other chargers "must be a direct current fast charger (DCFC) rated for a minimum of 50 kW power output with at least one (1) charge connector that is CHAdeMO compliant and one (1) charge connector that is SAECombo (CCS) compliant or be a proprietary connector type". The smallest (most) of these looks to be 6 Tesla connectors, one CHAdeMO and one CCS for a total of 8 DCFC chargers. Some have 11 and one has 16 chargers.

Link to the Fed's Electric Vehicle and Alternative Fuel Infrastructure Deployment Initiative web page detailing eligibility criteria.
Link to the Fed's Successful Applicants – Phase 2 web page where Tesla and the other successful applicants' details are listed.

IMO this is evidence that Tesla is willing to play the game of allowing others to use their Superchargers in order to obtain federal monies to build out their charging network. Why say no to free money that would just help your competitors. Telsa has proven, more than anyone else, that they have the desire and expertise to build out and maintain a nation-wide charging network. This will curry favour with the government (Tesla makes them look good by helping them fulfill their promises).

Lots of speculation that Tesla might make an adapter for other charging ports, but I like the idea of 25% of the charging cables being CHAdeMO/CCS and the rest being proprietary. This way slower charging non-Teslas won't be tying up the Tesla chargers. Really, I think this is the best solution I've read this morning.

Hmm, looks like maybe we've hit the bottom of today's MMD? Time to deposit my paycheque and buy some more chairs... (not an advice, yada yada)
 

Curt Renz

Well-Known Member
Mar 5, 2013
6,357
80,927
USA
1616777673946.png
 

elasalle

driVIN(188xx) it !!
Jan 26, 2016
4,008
21,436
VA
Lots of discussion today about Tesla possibly opening their Supercharging stations to other EVs. Some have reminded us of late last year some EVs from other makers were charging at Superchargers in Europe. I haven't seen anyone else point this out here, but there is now a precedent of Tesla building Superchargers with Chademo and CCS in Canada too in order to obtain government funding.

In the Western Canada Supercharger thread @Xelloss99 has brought to our attention that Tesla is constructing 14 Supercharger locations in Western Canada with $5M in Federal funding. The stipulation is that no more than 75% of the chargers at each location can be proprietary and the other chargers "must be a direct current fast charger (DCFC) rated for a minimum of 50 kW power output with at least one (1) charge connector that is CHAdeMO compliant and one (1) charge connector that is SAECombo (CCS) compliant or be a proprietary connector type". The smallest (most) of these looks to be 6 Tesla connectors, one CHAdeMO and one CCS for a total of 8 DCFC chargers. Some have 11 and one has 16 chargers.

Link to the Fed's Electric Vehicle and Alternative Fuel Infrastructure Deployment Initiative web page detailing eligibility criteria.
Link to the Fed's Successful Applicants – Phase 2 web page where Tesla and the other successful applicants' details are listed.

IMO this is evidence that Tesla is willing to play the game of allowing others to use their Superchargers in order to obtain federal monies to build out their charging network. Why say no to free money that would just help your competitors. Telsa has proven, more than anyone else, that they have the desire and expertise to build out and maintain a nation-wide charging network. This will curry favour with the government (Tesla makes them look good by helping them fulfill their promises).

Lots of speculation that Tesla might make an adapter for other charging ports, but I like the idea of 25% of the charging cables being CHAdeMO/CCS and the rest being proprietary. This way slower charging non-Teslas won't be tying up the Tesla chargers. Really, I think this is the best solution I've read this morning.

Hmm, looks like maybe we've hit the bottom of today's MMD? Time to deposit my paycheque and buy some more chairs... (not an advice, yada yada)

Govt -- we want EV infrsturucture for X Trillion in 5 years
Competition -- How about 2X Trillion in 10 years
Tesla -- How about 0.5 X Trillion in 2 years ( bonus ** 100 days for current Tesla n/w to be available to all )

:)
 

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