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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Nolimits
Member
soon we will see tesla semis hauling cybertrucks for deliveries. When that happens, SP triple digits likely in sight. Likely q1/q2 next year?
ByeByeJohnny
Active Member
Rob Maurer is doing his Q1 estimates live on youtube right now.
Dang, Rob predicts GAAP EPS for Q1 2021 to be $0.56. Woah.
The Accountant
Active Member
His Non-GAAP is $0.90
That's the number to look at. The $0.56 is GAAP EPS.
Analysts use non-GAAP.
True. If Rob's estimates are close I think we'll be going up a couple notches over the next week or two.
@The Accountant has his predictions here: Near-future quarterly financial projections
GAAP: $0.46
non-GAAP: $0.84
So pretty close.
Mokuzai
Member
Interesting email I just received. I got my solar roof price increased like everybody else but this definitely softens the blow.
Does align with their "no solar without powerwall" mandate but wasn't expecting this.
Does align with their "no solar without powerwall" mandate but wasn't expecting this.
The Accountant
Active Member
Rob's $0.90 EPS is higher than my estimate of $0.84. Rob assumes slightly higher margins than I do.....he may be right.....I hope he is right !
AimStellar
Member
Maybe, at least in the very short term. I only posted the chart because it was requested. Personally I don't trade, only HODL
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ByeByeJohnny
Active Member
Can't we just add both of yours together? 1.74 sounds pretty good.
He'll complain that a 30k increase doesn't justify a free powerwall.Hope Fred reads this
I honestly think the original solar roof cost was way lower than my expectations. Orthosurg what was your initial quote and roof size?
Chinese highway FUD debunked
China Highway Dept Staff Debunks Tesla FUD from Irresponsible Media
Today, several media outlets reported that Tesla cars were banned from entering the highway in the large Chinese city of Guangzhou, however, this turned out to be another deception, a series of which began a few days ago. Local police confirmed that Tesla vehicles were not prohibited from...www.tesmanian.com
Not sure I understand the debunked article. If the police stopped all cars, regardless of brand, why are only Tesla pulled over on the Electrek videos?
I wasn’t referring to your position as the other side myself. You’re not one of those throwing up strawman arguments to make this a categorical issue. Tax rates are a thorny topic with changes having potentially major affects on peoples’ lives on this thread.
@Frank Einstein casts it as a for-or-against civilization question—a bit of sophistry really. Its obviously not so simple: Route 128 and Silicon Valley add a lot of value to those in their ecosystems and those can expect higher tax rates than perhaps elsewhere.
It is a matter of how much, for what, and by whom. These are hard questions. For example, how much should US taxpayers have to pay for the defense of allies that are free riders when it comes to the common defense and indeed spend precious little to defend their own little corner of civilization especially when their residents would sneer at us fretting over the cost?
Still lots of FUD about how Tesla is irresponsible for calling their system FSD, and that they shouldn't have Elon showing how you can take your hands off the wheel. Funny thing that. Mercedes, GM, and Ford doing just that.
This would make more sense if they've redesigned the electrical connections to have the solar DC feed directly into the powerwall and then use its inverters to send AC to the house board. This would ditch the current inverter and result in some significant wiring and connection savings. Either way Tesla seem to see enough savings in their new approach to make this kind of offer feasible.
I think they have redesigned the system so that solar feeds DC straight into the powerwall.
I also suspect that their inverter might support off-grid installations.
So it is a combination of a simple standard install with lower costs and support for a possible future VPP.
The big losers are existing solar installations that want to add a powerwall, they may need to ditch their existing inverter.
From a warranty and support point of view the approach makes sense, it is all standard Tesla equipment installed at the same time, not a mix-and-match
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gabeincal
Active Member
Today’s flyover revealed some more test vehicles for s & x and some mysterious buildings that were spotted a couple weeks ago - looks like they are solar roof test houses of some sort?
I've been following the whole crapshow in TX and China, and I think one of the main thing that Tesla gets all the FUD is because people lack the basic understanding about EV. With Tesla being the synonym and the forefront of the industry, all that negativity is directed at Tesla, even though other EVs, or in the case of CR piece, all vehicles, are prone to problems when users aren't using it correctly.
As a TSLA shareholder, I think it's time for Elon to change the stance on no ads. I am not saying to go all out a la legacy carmakers to market their cars. Tesla cars are better than that. They don't need that. But EV sector as a whole needs that.
Tesla should make ads that EDUCATE consumers about EVs. A very simple thing like range anxiety... it's something we, Tesla or newer EV owners rarely encounter anymore because we charge at home and the car has enough range to cover most people's daily commute. Just do a funny short 15-30sec ad to target many of the misconceptions or worries of an ICE car owner about getting an EV, then end every ad with "Tesla".
By doing that, we can accelerate Tesla's mission, vastly speed up the transition from ICE cars to EV because the average consumer can understand better about it.
Ad was not feasible when TSLA had a 15B market cap and bleeding money. But with TSLA being a 700B juggernaut, it can afford to do that. Furthermore, I vote to spend every cent that Tesla makes on selling regulatory credit on EV/sustainable energy education ads. In 2020, TSLA made over 1 billion on those credits. Putting even just half that onto EV ads can make HUGE impacts on Tesla's business in the long run and probably make places like CNBC to be careful before writing FUDs because now TSLA will be an ad gorilla that spends almost 1B on ads every year. And with all that money coming from regulatory credits, it speaks volumes.
As a TSLA shareholder, I think it's time for Elon to change the stance on no ads. I am not saying to go all out a la legacy carmakers to market their cars. Tesla cars are better than that. They don't need that. But EV sector as a whole needs that.
Tesla should make ads that EDUCATE consumers about EVs. A very simple thing like range anxiety... it's something we, Tesla or newer EV owners rarely encounter anymore because we charge at home and the car has enough range to cover most people's daily commute. Just do a funny short 15-30sec ad to target many of the misconceptions or worries of an ICE car owner about getting an EV, then end every ad with "Tesla".
By doing that, we can accelerate Tesla's mission, vastly speed up the transition from ICE cars to EV because the average consumer can understand better about it.
Ad was not feasible when TSLA had a 15B market cap and bleeding money. But with TSLA being a 700B juggernaut, it can afford to do that. Furthermore, I vote to spend every cent that Tesla makes on selling regulatory credit on EV/sustainable energy education ads. In 2020, TSLA made over 1 billion on those credits. Putting even just half that onto EV ads can make HUGE impacts on Tesla's business in the long run and probably make places like CNBC to be careful before writing FUDs because now TSLA will be an ad gorilla that spends almost 1B on ads every year. And with all that money coming from regulatory credits, it speaks volumes.
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