I'd be happier to see the original design - everything made from Semi parts and big enough to carry a regular pickup in the bed.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Zach and his team would be working on Sunday regardless. They're not going to wake up at like 3 am on Monday morning to ready the release for 6 am.
It really comes down to if Tesla wants to try and catch Wall St off guard or not. They haven't done a gotcha moment since Q3 2019 earning date announcement, so no one should be hoping for a Monday pre market release. It's 99% going to be Sunday evening.
Thumper
Active Member
Can a Tiny Territory in the South Pacific Power Tesla’s Ambitions? (Published 2021)
Nickel is vital to electric car batteries, but extracting it is dirty and destructive. A plant with a turbulent history in New Caledonia is about to become an experiment in doing it better.
The one eroneous statement that EVs are dirtier to produce than ICE cites Trafigura (Trafigura - Wikipedia) as a source. No citation to the actual study by Trafigura is given. Not clear that they would do a good job analyzing the supply chains and energy input involved as they are a commodities trading group. Motives are also unclear.
Overall not a hit piece. There ARE real difficulties in most mineral supply chains. Ignoring them will not make them go away. Tesla is doing its best.
In part I can agree. However, there are powerful opponents to the mission too. The competence yielded very conservative financial management which itself stems from Elon's own repeated experience with the perils of low cash reserves. Fundamentally there is no protection from failure due to the mssion. Goodwill disputes with astonishing ease when cash is low, hence wise charities are normally cash rich, simply because to not be so courts disaster.
If the mssion and competence go away, Tesla dies. On that I think we agree. Lacking those the cash can dissipate quickly.
Tesla has powerful foes we all know about, which forced better financial management than more conventional companies might have.
Rich, poor are terms thrown about but when wealth is defined by non-cash yielding shares that wealth seems quite ephemeral. Luckily for the world Elon Musk knows the difference. Since so many key Tesla people know and share both the vision and the management disciplines we can be assured that TSLA will survive the demise of Elon, albeit with much less drama and with much less driving commitment above all other things.
So, I disagree with your conclusion because the cash position is so ingrained with the entire philosophy. Losing the cash would mean that they've lost their way in many other ways too. It is, in part, symbolic.
The Accountant
Active Member
Wouldn't that be a feather in the cap of our investment thesis?: Tesla becomes a Flight to Safety stock.
So you were right, Berlin approvals this year was a dream. But you too must be a dreamer to have invested in Tesla years before it was the success it is today.
Thanks for your humour throughout the year - hoping you will continue to keep us all on the straight and narrow in 2022
Or the US bombs Shanghai over Taiwan
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ZachF
Active Member
Get both.
Six motor Cybertruck is the F350 competitor and that is the F650 competitor.
We are playing chess while Gordo is playing that cockamamie made up golf game in one episode of I Love Lucy Show.
ZachF
Active Member
Still waiting on that investment grade rating Moody's/S&P.......
Perfect fodder for the skeleton on the park bench meme.
I wonder how obviously obvious it has to be before even CNBC will start calling out the fact that TSLA isn't investment grade...........maybe when Tesla is posting more profit per quarter than all of the US automakers combined in 2022?
Nah Moody's will still say it's too risky
If it isn't obvious, Moody's/S&P are in the back pocket of the investment banks. Investment banks know that when Tesla gets rated investment grade, it opens up the flood gates for a ton of funds to start buying in. Once that happens, you can say goodbye to the massive swings in the stock price that are regular in TSLA which they + hedge funds making a killing off of. They know this, they'll delay the investment grade rating for as long as humanly possible.
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A long time ago a Billionaire who's primary business vehicle did not have investment grade told me: "There's no way anybody who doesn't borrow a lot gets investment grade for debt. The rating agencies are paid by debtors, after all" I remember that, it's quippy, but probably true. Tesla pays back debt early, that does not engender higher ratings.Still waiting on that investment grade rating Moody's/S&P.......
That's even true for individuals. The highest FICO goes to people who have both mortgages and some revolving credit, although the Apple Upgrade program even counts for that one.
There's other reasons as well.....as I mention in my post above yours. The rating agencies are a sham.
The ones that really get screwed out of all of this are the people that use index funds, 401k funds, etc....Those funds can't buy into TSLA until it's investment grade. By the time the rating agencies are practically forced to give TSLA it's investment grade rating, a huge amount of the gains in the value of the company will be already realized.
He needs to realize is over if future thesis require elons death and ccp starting ww3 to fit his price targets.
Troy released updated estimate for his paid subscribers I don’t want to disclose the numbers. But it’s very close to the number discussed here. Hopefully the China number is correct and Troy,s upping Fremont production by 10k is correct
StealthP3D
Well-Known Member
So, are you saying you don't think they will balance this article out with one next week showing how hydrogen cars and trucks are green in name only (with photos of oil derricks, oil spills and refineries flaring waste products) while explaining that hydrogen cars are actually dirtier and less efficient than diesel while costing at least twio or three times as much to fuel?
I mean, certainly there is no agenda to disparage one technology over another, right?
/s
Seriously. When even CNBC starts mocking you, you know it's about time to throw in the towel........or should I say suspenders?
A cogent explanation as to why Mr Musk several times has exhorted all to have more children….This is a real problem for Tesla because they now have over 70,000 fewer customers in China, the worlds biggest auto market! If their sales keep rising like this pretty soon the auto market will completely disappear!
Artful Dodger
"Neko no me"
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