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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Rose 4.2 vs 3.6 expected.
Knightshade
Well-Known Member
This seems rather significant.
Exclusive: Tesla seeks entry into U.S. renewable fuel credit market - sources — Reuters
Tesla Inc is seeking to enter the multi-billion dollar U.S. renewable credit market, hoping to profit from the Biden administration's march toward new zero-emission goals, two sources familiar with the matter said.apple.news
Oh good, a NEW source of FUD stories about how Tesla is only profitable from regulatory credits.
The Accountant
Active Member
United States Consumer Price Index ex Food & Energy (YoY) came in at 3%, above expectations (2.3%) in April
Today’s your lucky day!!!
Automatic knife-catcher enabled. Off to the gym.
The Accountant
Active Member
This from the CPI report:
"The index for used cars and trucks rose 10.0 percent in April. This was the largest 1-month increase since the series began in 1953, and it accounted for over a third of the seasonally adjusted all items increase."
Core CPI strips out Food and Energy. Hopefully, the Fed will look at Core CPI excluding the Used Car/Truck impact since the used car inflation is temporary (will subside once chip issue is resolved).
"The index for used cars and trucks rose 10.0 percent in April. This was the largest 1-month increase since the series began in 1953, and it accounted for over a third of the seasonally adjusted all items increase."
Core CPI strips out Food and Energy. Hopefully, the Fed will look at Core CPI excluding the Used Car/Truck impact since the used car inflation is temporary (will subside once chip issue is resolved).
TheTalkingMule
Distributed Energy Enthusiast
Pennsylvania essentially built a plastic production methane cracker plant for Shell Oil. We also just took $2M of our meager solar grant money and handed it to......an LNG export plant in Philadelphia! Even renewables subsidies in PA often end up in the hands of the fracking lobby.
No whining from this clowns should be tolerated.
MartinAustin
Active Member
OT saw a report today claiming Toyota wants to sell 8 million BEVs by 2030
Hmm, posting a picture of Lucid's factory in response to a post about a parts shortage.
Are you bemoaning the fact that when you divide the building square footage by the planned production of 577 cars, the number isn't pretty?
larmor
Active Member
From this picture it might be prudent to buy more Windex....
Seems Toyota realizes that writing is on the wall .. by 2030 they have no choice but to sell BEVs
HG Wells
Martian Embassy
Does this mean I can get 5% on my CD's again ?
The last few weeks I have been looking a lot at the TSLA share price at the end of every day.
It is easy to notice that the movement of the share price is very similar to the S&P500 chart and in a little less manner compared to the Nasdaq chart.
No matter how much I hate the Tesla FUD, it really looks that it doesn't affect the TSLA share price as much as being part of the general buying and selling as reflected in the aforementioned charts.
Maybe sometimes somewhat sharper in reaction, but that is about it.
So, I think that a real breakthrough with Tesla (technology and/or sales) is needed to make its SP move significantly different from these charts.
For that reason I see for now only two logical things happening this and next year:
- a sharp rise in SP as soon as V9 is released and gets recognition, probably happening this summer or shortly after;
- a distinctive rise when the factories in Berlin and Austin start delivering by significant numbers: cars/new models/batteries.
It is easy to notice that the movement of the share price is very similar to the S&P500 chart and in a little less manner compared to the Nasdaq chart.
No matter how much I hate the Tesla FUD, it really looks that it doesn't affect the TSLA share price as much as being part of the general buying and selling as reflected in the aforementioned charts.
Maybe sometimes somewhat sharper in reaction, but that is about it.
So, I think that a real breakthrough with Tesla (technology and/or sales) is needed to make its SP move significantly different from these charts.
For that reason I see for now only two logical things happening this and next year:
- a sharp rise in SP as soon as V9 is released and gets recognition, probably happening this summer or shortly after;
- a distinctive rise when the factories in Berlin and Austin start delivering by significant numbers: cars/new models/batteries.
Yeah I want to do that too. Probably about the same odds.
To hit that number I don't see how they would have a chance unless they just handed all operations over to Tesla.
Many of us have examined the economic realities with wind, solar and storage all becoming cheaper rapidly. Of nearly equal importance, new competitors for Autobiddexr-style optimization products. You have added some current economics, showing that the future is now!
Even so, the problem dominating the present is lack of capacity in wind generation, wave generation, solar and, above them all perhaps, storage capacity. In all those areas the world producers are scaling as quickly as they can, utilities in much of the world are looking for suppliers. What nearly everyone understates is just how gigantic the scale of these developments must be.
It isn't just Tesla that is constrained by lack of storage, the entire world is. Add to that the renewable sources scaling. Then just think about all the installations and support. Millions and millions of jobs are waiting, retraining and better education are the largest impediments of all.
This could be a wonderful future. On the present course it will not be.
In the meantime HODL Tesla. SpaceX and Starlink too as those become options.
MartinAustin
Active Member
Never mind. Saw the proper details. It's "electrified" which means there are hybrid combustion engines too. In fact there might be only one million BEVs total made by 2030. And they're still pushing hydrogen. Their "Take Me To The Back Of The Pack" application has been submitted.
Toyota Expects To Sell About 8 Million Electrified Vehicles Globally By 2030
(RTTNews) - Toyota Motor Corp. (TYT.L,TM) said Wednesday that it is committed to making battery electric vehicles or BEVs. It expects to sell about 8 million electrified vehicles globally by 2030, of which 2 million will be battery electric vehicles and fuel cell electric vehicle
www.nasdaq.com
These CPI reports are pretty useless as forced Covid shutdown created so many transient shortages in the supply chain. There's also a temporary spending splurge on material goods vs experiences due to temporary strict travel restrictions. Once everything is back to normal artificial inflation will drop.
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