could not agree more not only are they getting a free pass into the arena ... they have not even begun to battle... their inflated valuations are at risk ... they basically have nothing to support their SP ... further macro headwinds will be problematic
honestly they REALLY should ultimately use the 4680 cell technology for the semi packs, due to longevity, charge/discharge advantages for this heavy use market. But, they may have already certainly designed the packs around the 2170's for the launch and test vehicles.
Sorry but this theory of Elon purposely trying to hold the stock down for the sake of future employees continues to be nonsense in my opinion. I don't think he cares one way or the other tbh. The only reason the past 2 months have been wild swings is because Wall St ignored Tesla's progress through much of 2021. The only reason 2020 was wild as it was, was because Wall St pinned the stock down for 5 years in a narrow trading range. Elon's not creating the volatility, Wall St is.
from an energy use standpoint it's 'cheaper' to just run the seat heaters and keep the set temp closer to outside, within reason. I was recently driving through NE/WY/IA where it was 20 BELOW with Wind Chill at 10-15 degrees below that. I had rented a Ford Explorer purposely for this ridiculous journey. And every time I passed a Tesla I thought about just HOW MUCH energy they must be using to keep the occupant/s close to warm.
Also, as a shareholder, it's beneficial to you besides just having nice gains. The higher the stock is when RSU's are granted to employees, the less dilutive it is. If Tesla offers the equivalent of 100k in RSU's at a signing bonus, they actually dilute less the higher the stock price is and the better EPS will be. The longer a stock stays under it's real value, the more diluted you get and the more EPS suffers (on a GAAP basis) when the company is making offers to new hires.
Finally someone who says " back of the envelope" rather that "back of the napkin". I'm much more likely to read your posts!
I'd venture to guess we're a ways off from final approval
That's the same weekly graph twice...Meh, you all are too young too remember the Q2 2018 P&D report (the one where Tesla finally produced 5K Models in a single week, while AJ was predicting 3.5K peak produciton).
So Wall St. shortzes and hedgies were shocked by the P&D report, the SP zoomed at the Open on July 2nd. Then AJ writes his note saying "yeah, but they'll never sustain that production rate.
Hedgies walk the price down 18.7% during the shortened trading week, finishing below where it was before the P&D Report: (here's a stockchart from that time back in Summer 2018, the week we exited Production Hell)
View attachment 753108
So, during "Hell Week" back in 2018 we dropped 18.5% in 4 days.
This week, we only dropped 17.2% in 4 days.
View attachment 753122
This was from the old bag of trick plays for Wall St. What did you expect Lucy to do, Charlie Brown?
Y'all need to brush up on your TSLA history (not just @Chunky Jr. everybody). Jus' sayin'
Cheers! #LEARNING
you linked the same pic twice. took me a while to noticeMeh, you all are too young too remember the Q2 2018 P&D report (the one where Tesla finally produced 5K Models in a single week, while AJ was predicting 3.5K peak produciton).
So Wall St. shortzes and hedgies were shocked by the P&D report, the SP zoomed at the Open on July 2nd. Then AJ writes his note saying "yeah, but they'll never sustain that production rate.
Hedgies walk the price down 18.7% during the shortened trading week, finishing below where it was before the P&D Report: (here's a stockchart from that time back in Summer 2018, the week we exited Production Hell)
View attachment 753108
So, during "Hell Week" back in 2018 we dropped 18.5% in 4 days.
This week, we only dropped 17.2% in 4 days.
View attachment 753122
This was from the old bag of trick plays for Wall St. What did you expect Lucy to do, Charlie Brown?
Y'all need to brush up on your TSLA history (not just @Chunky Jr. everybody). Jus' sayin'
Cheers! #LEARNING
I wonder how much TSLA stock is held on margin and instead of paying off car and mortgages. I bet at least the margin interest rate is going to cause some rebalancing. I stayed clear of margin since we went up so crazy cashing in my borrowed chips and just accumulating a fully owned core position since then with the occasional options play on the side, fully paid off one of the two car loans to derisk etc. Of course I could have even larger a core position now if I had gone full into margin until the most recent ATH but didn't feel like I needed to take that risk any more.
Permission to build more bodies/ castings/ paint/ tune the line/ train employees is different from actually planning to build 2,000 nonsaleable cars.I'd venture to guess we're a ways off from final approval
Seems pointless to issue a permit to build 2,000 cars that can't be sold if the actual final permit approval was coming in the next few days. Germany continues showing it's excellence at procrastinating and dragging its feet.
Tesla could have easily constructed a 2nd China factory and be flooding the European market with vehicles by this point instead of still waiting for Berlin approval. I get the importance of Giga Berlin.....but they could have applied for the permits for Giga Berlin and secured the land when they did back in 2020, but focus on constructing a second China factory until they actually got the Berlin permit approval and they would be a in a much better situation today.
Hindsight is always 20/20 so no use in crying over spilt millk
