BobbyKings
S85D > M3P > S Plaid
4680 4680 4680 4680
4680 4680 4680 4680
4680 4680 4680 4680
4680 4680 4680 4680
That's all folks.
4680 4680 4680 4680
4680 4680 4680 4680
4680 4680 4680 4680
That's all folks.
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Unlikely - millions of teslas on the road and a handful of eTrons and iPace and ID4 and mache with a four times as big plug are not going to force tesla out of the better charging plug. They can use adapters for what’s on the road and add the small socket behind a reflector like tesla does for new cars so they can plug in directly.Don't forget that in the USA, Tesla has their own proprietary connector
Of course the simplest solution to this would be to stop with this connector and transition to the CCS plug
Me too.Rob last comment made me add some chairs today.
This matter of why was on my mind as well.Let me offer some possible reasons. In no particular order:
It’s too good to be true - we just discussed that often people can’t believe that which is right in front of them.
Dumb. Like low IQ dumb.
Slow to grasp because of the combination of the two items above.
And this is my particular favorite; pirates (and not the good kind).
Love Rob’s last comment…
Also reduction in debt helps nudge Moody in upgrading Tesla to investment grade.Indeed, reduction in expenses is as good as increasing profit. And who doesn't like an extra $100 Million a quarter, $0.10 per share?
Recent interest expense figures (bottom number is Q2)
185
170
169
170
163
246
99
75
I'd prefer it if they didn't do the raise. If they don't have a use for the money for the purpose of developing the business, the capital raise signals the markets that the company views the share price as overvalued and cash as a better holding. Paying down low interest debt is only a little better than holding unneeded cash.would you rather the money sat in cash, earning little to nothing, or was used to pay down high interest debt taken out years ago at high rates?
seems like a sensible use of some of the capital IMHO, as long as the markets are friendly to any future capital rises or new debt issues at lower rates if later needed.
Wasn't that low interest.You know what really did disappoint me on that call? Right, "pay down debt". I don't mind a capital raise if I think the funds will be put to good use but when I hear it's getting used to pay down low interest debt, part of me thinks WTF?
Please control your enthusiasm. Tesla does not serve in Timbuktu or any other part of Mali. Mali is almost totally Toyota with a handful of Mercedes Benz tossed in to complete the 428 sales in 2019. Until the get a decent electrical supply Tesla has little ability to gain market share....
Tesla is constantly gaining market share of the automotive market, never mind if it's in the Netherlands or Timbuktu or whether it's share of electrics in narrow local markets fell month over month. The rate of increase in global market share of all vehicles is the metric to watch.
...
Me too and I don't even know what he said yet.Me too.
i think they have more captial at the moment than they can effectively spend ... Elon has mentioned this in the past .. just like manufacturing effectively deploying capital $$$ is hard ... until they announce more factories what are they doing with all the cash ...I'd prefer it if they didn't do the raise. If they don't have a use for the money for the purpose of developing the business, the capital raise signals the markets that the company views the share price as overvalued and cash as a better holding. Paying down low interest debt is only a little better than holding unneeded cash.
I admit I'm assuming. I consider anything below 4% to be low and it seems like over the last 5 years that would be pretty easy to get. I say this from the POV of being a home owner, not a finance professional. In other words, cut me some slack if I'm wrong. lolWasn't that low interest.
I'd prefer it if they didn't do the raise. If they don't have a use for the money for the purpose of developing the business, the capital raise signals the markets that the company views the share price as overvalued and cash as a better holding. Paying down low interest debt is only a little better than holding unneeded cash.
More and more I am seeing people justify the decline based on the conference call. A call I found to be one of the most positive I have listened to. Amazes me that these analysts think that a Tesla call, especially with the current environment, is going to be a rah rah sessions. Tesla presents things positively, but cautiously. 4680 project going well, but issues exist and others could pop up. Austin and Berlin construction going well, but issues could pop up. Tesla is executing well during the chip shortage, but something could popup that it is harder for Tesla to work around. These analysts should understand that being optimistic, yet cautious is a good thing.
A technical upside is, we remain in the wedge that's been forming all year. My observation has been wedges break harder to the upside when they develop all the way to the tip.As unlikely as it seems, there are two walls of support at ~$631, if necessary. Both the lower Bollinger Band and the 50-day SMA are in that range, so if this slide continues this afternoon, expect some interesting action there around $631-632.
The debt they paid down was at 5%+ rates and paying it off early effectively saved them nearly $200M of OPEX over next two years.I admit I'm assuming. I consider anything below 4% to be low and it seems like over the last 5 years that would be pretty easy to get. I say this from the POV of being a home owner, not a finance professional. In other words, cut me some slack if I'm wrong. lol