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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
I had a girlfriend who moved from a strategy of chasing volume to creating value. Luckily for me, she butt-dialed me once while she was talking with her hairdresser. True story!
Cheers!
Elon responding to something like this is so rare that it's obviously intentional.
He's letting the German authorities knows he expects Berlin to open by mid-next month. Otherwise....well I wonder what Elon will do. I bet the Germans probably don't want to find out.
I posted several news items here on TMC that I found interesting. But Dillion Loomis on his "Electrified" YouTube channel also covered them all, and included a few more, all in an entertaining video. I followed him for a few months and, IMO, he has the fullest/best coverage of the latest interesting Tesla news.
Latest Episode:
Latest Episode:
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IMO it is possible to be optimistic and rational.
Rational optimism needs to be based on known facts and/or reasonable assumptions.
The mere fact that Elon is giving a Product Roadmap Update gives grounds for cautious optimism, because it is likely to contain some good news, and I think most of the bad news in terms of product delays is already public.
Beyond that, the ramp up of Tesla Energy sales is something even the Accountant might not have factored in.
Tesla set to introduce larger Megapacks this quarter, targeting to grow Megapack production to nearly 50GWh by 2023
Tesla broke ground last year on a new Megafactory in Lathrop, California. As the name implies the facility will produce Megapacks, Tesla’s utility-scale energy storage system. With the help of the Lathrop Megafactory, Tesla is […]
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RobDickinson
Active Member
Thats an absurd viewpoint. He's CEO of the company its one of 2 new factories being built, you think he wouldnt be visiting regularly regardless of some paperwork stamps?
RobDickinson
Active Member
Q4 results should be incredible, but wait for Q1.
308,000 in Q4, 184,800 Q1/21 and a projected 330k in Q1/22
308,000 in Q4, 184,800 Q1/21 and a projected 330k in Q1/22
With supplies from CATL and BYD they have two cell to pack suppliers that compete for industry lowest price and are enthused to supply Tesla. Rest assured the 2022 and 2023 production will also have 4680’s from at least two suppliers added to Tesla’s own.
Adding Gigapress castings and we’ll see even low spec cars with Gross Margin above 30%.
One correction: BYD recently switched to Blade batteries for cell to pack. That $68 figure was for Blade CTP. FWIW, slightly OT, BYD large stationary pack are also quite cheap. For my current project BYD was half the price of #2.
How did this get missed. Ugh. A car delivered with a freakin brake pad missing.
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LightngMcQueen
Aspirationally Rational
I think Martin Viecha and Andrej Karpaty are from Slovakia
... but given their small population there is probably no one left
Thanks to regen, they didn't notice it for 2 years
After reading through the hundreds of posts about the heat pump (meh), Dan O'Dowd (pffft) and California net-metering (agree with consensus), I am SO ready for this long weekend to be over and for us to re-focus on stock price, earnings analyst upgrades, etc. Fingers crossed the macros don't screw us.
LFG!
LFG!
StealthP3D
Well-Known Member
I don't have a strong sense something amazing is about to happen, but I KNOW something amazing could happen at any time.
I've been in this game long enough to know that predicting exactly when those amazing things will happen is not a good bet. It's good enough to just have confidence that amazing things will happen and that you are ready for them when they do.
In the last three years it's quite striking how extremely good fundamental news often had muted or negative share price reactions while very strong price action often had no real news immediately preceding it. Even given that, I'm not willing to say it will unfold like that this time.
Just hang on with your 'gorilla grip' and enjoy the ride.
Love the optimism but every megapack is sold out which to me appears to mean that Tesla is still just as battery constrained as they have been for the last year. The imported battery cells that are assembled there in the port of CA must be limited in volume. You can't get a megapack delivered this year. So whatever Tesla's forecasts for the megapack product might be it seems to me that as far as booking revenues they pretty much have no surprises at this point. the accountant might or might not have much revenue attributed to this product, or powerwalls in general, but I don't see energy actually exploding in growth for at least 2 years. Even then...even then I have trouble finding battery capacity, really not til 2025. 2025 we'll turn on a slew of factories in the USA, a few in Europe as well. Several in Korea and Japan and who knows what in China. 2025 may finally free up some battery capacity for energy. If not it means the EV revolution has truly hit scale and ICE sales will be plummeting. WIN WIN but I don't see huge earning changes due to Tesla product announcements as everything is battery constrained save solar panels/roof and software. Rather it will be engineering, solving 4680 scalability or someone opening a LiFe plants here in the USA as patents blow away in April.IMO it is possible to be optimistic and rational.
Rational optimism needs to be based on known facts and/or reasonable assumptions.
The mere fact that Elon is giving a Product Roadmap Update gives grounds for cautious optimism, because it is likely to contain some good news, and I think most of the bad news in terms of product delays is already public.
Beyond that, the ramp up of Tesla Energy sales is something even the Accountant might not have factored in.
Tesla set to introduce larger Megapacks this quarter, targeting to grow Megapack production to nearly 50GWh by 2023
Tesla broke ground last year on a new Megafactory in Lathrop, California. As the name implies the facility will produce Megapacks, Tesla’s utility-scale energy storage system. With the help of the Lathrop Megafactory, Tesla is […]
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