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

[googlepeakoil]

And so what if they do "deliver"? They aren't producing at the scale of Tesla, they aren't growing at the rate of Tesla. They don't enjoy the margins of Tesla. And the EV portion of the market is growing all the time. It's not a zero sum game, meaning the (currently limited) success of others is not detrimental to Tesla. Just as Apple is not negatively affected by others selling smartphones.

True - not a zero-sum-game. But they just won't have 70%+ ownership of the EV market like they do in the US - Tesla has such a good lead they should keep the Iphone like dominance. Kia and others will have maybe 60-70% EV sales in Europe to Tesla's 30-40%.
And I was wrong about the Model Y costing £50k in Europe - it starts at £55,900 - that's about $65k in the USA - but UK has 20% VAT and cost of Worldwide shipping is high until the Germany plant starts.

 

[ZachF]

Wow Lucid already down 8.5% and Rivian down over 6%

If their market caps drop into the thirty-odd billion range I’ll probably buy a little.

 

[TheTalkingMule]

I like how we bottom out and begin to rise once CVX announces disappointing earnings. It's like they knew my next move. Bastards.

 

[Artful Dodger]

Anyway - I'm interested in Tesla once it stops falling - but $810 still seems pricey to me!

So you missed out on the $792's then?

SP back above the MA(200) Opening Lower-BB by 10:20 ET.

Cheers to the Longs!

 

[MartinAustin]

Couple notes on that.
Model 3 with the basic 18 wheels at $44,990 is October. June is the 19 wheels and total cost is $46,490
Model Y with the basic 19 wheels at $58,990 is December. August is the 20 inch wheels and total cost is $60,990

You probably hadn't noticed that specifying better wheels OR white seats brings the delivery forward. (3+Y)

 

[M|S|M MYP]

Tell me what the difference is between this drop and when we dropped from $900 - $560....JPOW!!

 

[Congo Line]

Bingo, EM should have taken a page from CEO Barra's playbook. When they asked about the $25K, start talking about the efficiency and production numbers that will come from AUS and BER. How it will lead to even better numbers in future quarters. Or take a page out of every other Automaker out there," we do not discuss future products" (and yes, Elon has used that one before). Can't spin positive news as negative, if you give something POSITIVE!

Instead we get a condescending lecture on Jetsons robotics and an often delayed FSD. Go over to the Model Y and 3 sections of this forum. Where the majority talk of pride in their new Teslas. They are not going to rent their cars out to have strangers do who knows what inside of there cars.

I guess its cool one day we can all aspire to be Hertz.

Note to self: Next time Elon says he's going to join the conference call, close out any open call positions.

 

[MOD3LR]

Bought 2 more shares this morning… had to search the couches for those Pennys

 

[Highway2Heel]

We’re seeing flexibility in vision when demand isn’t a problem.

 

[Big Time]

Do you all remember the posts with a vertical timeline of factory building comparisons?
“First roof, Dec
First concrete jan ”

Anyone able to update those?

 

[Boomer19]

When ppl simply want to sell, the uptick rule doesn’t help the stock from more falling.. yesterday what we saw were sellers, seems to be same today.. big blocks. Would have to be large institutional sellers and funds at this point.

yep, i understand the mechanics. but it remains useless

 

[ZachF]

Do you all remember the posts with a vertical timeline of factory building comparisons?
“First roof, Dec
First concrete jan ”

Anyone able to update those?

I don’t know where to find them, but you should be aware that Giga Berlin is larger than Stage 1 for Shanghai, and Austin is larger than both.

 

[15Peter20]

Shhhhhhhhh.

 

[elasalle]

fracking Donkeys needed 200MA technical support

 

[ZachF]

Sanity?

 

[MartinAustin]

After paying my property tax for last year I realised I had some coins in the couch and was able to snap up some more TSLA at $805. Nice that it's already in the green! At least for a few minutes

 

[tivoboy]

yep, i understand the mechanics. but it remains useless

Well maybe it just means they have to wait till monday, 1/31/22 for the full court press to begin? Certainly will be interesting.

 

[googlepeakoil]

Uh the EQC has a 220 mile range.

And all of the Daimler EVs are fat pigs that weigh at least 1000 pounds more than comparable Teslas.

Typo - meant EQS!! - The longest range electric cars of 2022
The EQC is an inefficient tank by comparison! The EQS is probably heavy due to 110kWh and luxury stuff + insulation and strength.

 

[bkp_duke]

Wow Lucid already down 8.5% and Rivian down over 6%

If I were a conspiracy theorist . . . I would wonder if Big Oil and ICE Auto has orchestrated an attack on the EV market in general . . . masking it with the macro

But then I look at most sectors of the market and it all looks like

 

[kanweg]

A compact car must be cheap to produce. If FSD works, you can leave out superfluous retro parts like a steering wheel (For emergency, you can have steering wheel on the monitor). Best part is no part. This doesn’t work if FSD doesn’t work. So, shelving the Tesla Q is bullish?!