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

[SunCatcher]

Okay, somebody get that stock another double espresso, that first shot may be wearing off.

We want it bright-eyed and bushy tailed when the market opens, right?

Forget the shots of espresso. Bring on the steroids!

 

[traxila]

Anyone here still think that Tesla should start spending cash on advertising?

 

[Kenypowa]

Note: Revel the NY Tesla taxi/uber company also has it's own chargers. IIRC, it was not Tesla chargers or atleast it was not mentioned that they were Tesla Chargers.

If Tesla offers V3 on premise, then Hertz deal will be similar to home Semi fleet owners would be handled.
Hertz could supplement with solar/powerwall and bulk/cheap electric rates from utilities as well.

I recently took a ride in a Revel Model Y. The driver said they have about 40 Y with 20 chargers installed.

He also said they are not allowed to use autopilot due to NYC regulation (apparently all taxi drivers have to drive without any driver assistance function).

So that means Hertz is going to build a lot of L2 and L3 chargers.

 

[generalenthu]

Anyone knows if Hertz would get the EV credit if / when it passes.

 

[SunCatcher]

100 killohertz

And a "Hertz Don'it" for the other carmakers who now have 100,000 less cars on order.

 

[Knightshade]

Ferragu (and FactChecking) don’t think there’s any discount. Plus, if there’s already a Hertz Tesla add, the deal was probably negotiated some time ago.

https://twitter.com/x/status/1452601772896366594

I'd expect they paid full price, but did get some sort of more specific delivery timeline guarantee (it'd be tough do fleet planning otherwise)

 

[maxdrive10]

I think they forgot to hit the send button. I’ve yet to see anyone say they have received it.

The team is tired.

 

[juanmedina]

I assume there is some type of chargers deal as well.

 

[Prunesquallor]

I recently took a ride in a Revel Model Y. The driver said they have about 40 Y with 20 chargers installed.

He also said they are not allowed to use autopilot due to NYC regulation (apparently all taxi drivers have to drivr without any driver assistance function).

So that means Hertz is going to build a lot of L2 and L3 chargers.

Maybe they can buy out the crappy EVGo infrastructure and build something that works.

 

[Artful Dodger]

TESLA might rent FSD by the mile.
Remember when rental companies charged $20 a day for GPS ?

An order for 100K Tesla's locks in $1.0B in profit for the next 14 months. I think this is why Tesla is planning to expand Fremont production capacity by 50%. I may buy some Call options on Sprung Structures Inc.

Ah, it all reminds me of the heady days of Sputnik and Yuri Gagarin...

Cheers!

 

[lascavarian]

Anyone knows if Hertz would get the EV credit if / when it passes.

Not sure.

Hertz has to fell like they got a discount since the price just went up.

Hertz has essentially bought a mega pack. They can cover their lots with solar panels for charging and sell excess to the grid when profitable. They will get great resale value. Sorta brilliant.

 

[winfield100]

I think the pop to $945 was due to this news hitting:

https://twitter.com/x/status/1452593384602931204

@Lycanthrope
So, Hertz is paying for the Tesla ad's? seems so.
why have a marketing department, when the rest of the world does your advertising for you.

 

[thx1139]

Hell Hertz already has an advertisement out with Tom Brady

https://twitter.com/x/status/1452607992961064963

 

[mongo]

Nope, I still hate Tom Brady.

Interesting that only M3 is mentioned in the release. I would have thought the MY would have been at least half of the order, but maybe Tesla wouldn’t sell them any Ys.

”Let’s see how you do with the M3, young man. Then we’ll talk about the Y.”

I doubt Tesla would reject any orders.
The Y doesn't bring much extra to the type of traveler passing through an airport rental system. Unless it's a group of >2 with lots of luggage, 3 covers the needs with a $13k lower cost and only 60 miles less range (really less of an impact than that due to 100% charge with LFP). Y is also AWD, which increases costs.

50k*13k = $0.75B order increase.

 

[InDaClub]

OK, who did this...?

https://twitter.com/x/status/1452608805540450310

 

[UCF3]

Whee .. hearing Dave's interview -with the newly self disclosed Tesla whale, third largest private investor (behind Elon and Larry) - who bought more than a million options or shares on Friday. Dave: " .. and what options did you buy, long term options? " ... Leo ".. some January options, because believe it or not, I don't have enough money" .. bah wha wha .. what I did too LOL (plus a few even shorter term ones, bought earlier tho, so they were medium term ones)
And apparently he hasn't heard of the options (ex Wheel) thread.
He bought @ 905 to 908 3:12 in the video - calling our specialists here, @Papafox in particular- could he have been the sole agent creating that last spurt at the Friday close?

Uncle Leo is very happy with the options he purchased on Friday!

 

[Ohmster]

Room to run…..

2 Growth Stocks to Buy on the Dip — Entrepreneur

Investors should use market volatility to enter positions in fundamentally sound stocks. Two such names are Tesla (TSLA) and Peloton (PTON), and they are worth buying on market weakness based...

apple.news

Opportunity coming?

Tesla Hits Speed Bump With Self-Driving Software — Barron's

Tesla rolled back the latest version of its autonomous driving software, called full self driving, or FSD. It’s a setback for Tesla. The decision will lead to questions about how Tesla introduces new features. It could also lead to some stock market volatility on Monday.

apple.news

Guess not.

 

[pz1975]

@Lycanthrope
So, Hertz is paying for the Tesla ad's? seems so.
why have a marketing department, when the rest of the world does your advertising for you.

Not only that but the first ever pitchman for Tesla is none other than Tom Brady! And they don’t have to pay him a cent.

 

[AudubonB]

No, I didn't see this coming, other than in the generalized "world domination" way. But I can't say that it hertz.

There has been one poster - @mongo - mentioning that the seeming discount at $42K might be at least in part were Hertz to handle the transport. That makes more sense than at first glance: Hertz has an enormous fleet of car haulers - probably the largest there is outside companies whose only business is such.

On edit: so far I've not been able to locate specifics on fleet sizes, but the largest car hauler specialists I've been able to find seem to be moving on the order of 120,000 vehicles per year - that would put Hertz in the same league. I did also see reference, though, to Hertz also using outside haulers - a specific instance was when, in truly short-sighted, business-crumbling fashion, Hertz & Enterprise moved 30,000 of their fleets out of Florida to Atlanta Motor Speedway in reaction to the pandemic.

 

[Artful Dodger]

Wasn’t Hertz bankrupt?

Yeah, and they sold of their idle ICE fleet during the pandemic to pay the bills. Now that they're working towards relisting on the exchanges, the need NEW cars, and why not the most desireable, most profitable, safest cars that need the least maitenance? Oh, and with LFP battery packs, a true 1 MILLION MILE service life, which is like getting 5 cars for the price of won.

CH33RS!