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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yes, they mentioned there were a number of issues left to solve, where the calendar roll example hardly seemed like a challenge that can't be overcome. They mentioned that the calendaring rolls they already ordered for berlin will need to be modified, but that sort of thing is to be expected with this breakneck pace. I got a very positive vibe about cell production from the earnings call and report..
Quality ánd yield at viable levels? After the deafening silence on cell production progress the past couple months I am very happy to hear that. It certainly sounds like they're on track to produce cells at really serious volume by the end of next year. We all know how further expansion works out once they have their first factory running.
This is all still subject to possible future delays due to all sorts of technical and other difficulties, but I was strapped in for a model 3-style ramp because this, that or the other turned out even more unimaginably more difficult than they thought it would. Gonna loosen them straps a little bit.
Drivers for Elon Musk's Loop get a script about their 'great leader' | TechCrunch
Ask 'Do you like working for him?' and you'll get a response that could have come straight from North Korea: 'Yup, he's a great leader! He motivates us to do great work.'
techcrunch.com
Not good.
Agreed, that article is lacking. High in supposition and extrapolation.Drivers for Elon Musk's Loop get a script about their 'great leader' | TechCrunch
Ask 'Do you like working for him?' and you'll get a response that could have come straight from North Korea: 'Yup, he's a great leader! He motivates us to do great work.'
Not good.
This may need to be reposted on August 19, but:
If you are not "the best AI talent", and you...
Don't like the production value of the event, or
Don't get your questions answered, or
Are disappointed that Elon's comments don't make the SP rise, or
Otherwise have a complaint about AI Day...
Please note that you are not the intended audience for AI Day and try to keep calm. "Convincing the best AI talent to join Tesla is the sole goal."
Can we all appreciate the fact that we have an extra 3-6 months to add shares in the 600s before Cybertruck/4680/giga Texas/Berlin enters into production and stock price rise up back to $900 rapidly then another stock split burns the naked shorts and send the stock back into $1200 before splitting to $300 again. That’s how I forecast the end of 2022.
Might be wrong, might be even more wrong , but I’ll add at every opportunities I got in the low $600s while we still can.
Might be wrong, might be even more wrong , but I’ll add at every opportunities I got in the low $600s while we still can.
The CATL sodium battery presentation was quite high level. Key takeaways:
Tweet summary from the usual suspects:
Full presentation on youtube (Chinese with subtitles).
- Aiming for 2023 commercialisation
- 160Wh/kg now - target 200Wh/kg once commercialised (good for storage, short range vehicles only)
- High cycle life
- Good cold weather performance (down to -20C)
- very cheap
- rapid charging - 0-->80% in 15 mins
- New cathode/anode materials required to work with larger sodium ions
- CATL planning mixed Li/Na pack to get a good mix of cell performance.
Tweet summary from the usual suspects:
Full presentation on youtube (Chinese with subtitles).
Last edited:
Pezpunk
Active Member
For reference, Tesla’s 2170 batteries are about 260 wh/kg, so these probably would not be competitive for vehicles. Might be insanely cheap for stationary uses, though.
You are correct. Interest would be backed out of any EBITDA or Adjusted EBITDA calculations on which the performance milestones are based.Correct me if I'm wrong, but interest expense is backed out of EBITA which is the basis for half of Elon's 2018 CEO comp. milestones (along with Revenue tgts).
So if I understand this, retiring debt early to increase EPS is mostly to benefit us, the shareholders (and not Elon specifically, who's CEO comp. doesn't depend on EPS, just Mkt Cap + Revenue + EBITA).
Of course, Elon is the largest TSLA shareholder too, so there's that...
Cheers!
Retiring that debt truly only benefits EPS.
As much as some will argue it means that Tesla is saying it can’t generate returns higher than their interest expense on that cash, I am of the view that hoarding cash while paying any kind of interest is just poor financial management. Tesla isn’t capital constrained. It wasn’t when it did their last few capital raises.
It’s primary constraint is talent shortage and battery supply. Neither of those are constraints unclogged by more capital than they already have and already generate from operations.
With much trepidation, and with the sole goal of discussing the factor of competition as it relates to Tesla investing, I will observe that there are a lot of Ford EV TV ads on during the Olympics here in the US.
Ford TV Commercial, 'Make It Revolutionary' [T1]
Ford TV Commercial, 'Make It Revolutionary' [T1]
Krugerrand
Meow
Exactly. So can we dispense will any and all talk about how the SP will react right this very second, pls and tx.
Krugerrand
Meow
Aha! I was right then, it is pirates. Long live Henry Morgan!
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Krugerrand
Meow
Come on. First, there’s a lot of funny stuff in there. And second, what else did you expect? If you don’t script yourself or employees they say stuff like reckless growth and funding secured.Drivers for Elon Musk's Loop get a script about their 'great leader' | TechCrunch
Ask 'Do you like working for him?' and you'll get a response that could have come straight from North Korea: 'Yup, he's a great leader! He motivates us to do great work.'
Not good.
jimm01
Member
Attachments
Somebody has an axe to grind.Drivers for Elon Musk's Loop get a script about their 'great leader' | TechCrunch
Ask 'Do you like working for him?' and you'll get a response that could have come straight from North Korea: 'Yup, he's a great leader! He motivates us to do great work.'
Not good.
Who is Mark Harris?
Nice double upgrade issued by DZ Bank AG (Matthias Volkert). From a Sell with $320 PT to a Buy with $750 PT. Still not getting it, but at least moving over from the dark side!
Lowly ranked analyst on TipRanks, but that could be from his historic negative view on TSLA:
Lowly ranked analyst on TipRanks, but that could be from his historic negative view on TSLA:
I think Trevor is innocent. He doesn’t seem smart enough to engineer a fraudulent bake sale. I’m semi-serious here. My gut feeling is that he was someone’s puppet
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