Wow! Just look at the lead GM has....over Toyota.There's some nice sales comparisons in the summary and charts in that report. I refer people to these when they bash the environment on Tesla. It's so opposite what others "hear" on the street, but people are getting wise-r now. Birds are real afterall
Most Efficient Vehicles:
View attachment 801203
And this one deserves a some recognition - seems most had better EV sales in 2021.
View attachment 801204
No worries, riding it out...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
2daMoon
Mostly Harmless
So, um, this so-called "sky" thingie isn't actually falling then, is it? 
HODL
HODL
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ZachF
Active Member
They are pretty common in Europe.
Last year on holiday I saw for the first time a non-Tesla EV outside it’s home country: it was a Dutch ID3 (IIRC) in Germany.
StealthP3D
Well-Known Member
If I judge that my time is not being well spent, I may "agree to disagree" with a poster who either cannot see what should be obvious or who (more likely) is playing Devil's advocate to try to cast doubt and tarnish Elon's image (and the value of TSLA stock) by portraying Elon as someone who is dumping TSLA shares because he secretly knows they will soon be worthless. I am not obligated to debate what should be obvious, namely that Elon's TSLA sales are not designed to maximize future value but are to enable him to spread his wings and no longer be cash poor and in debt to Wall Street (margin loans).
It's not clear what you are disagreeing with me on. It sure sounds like you are saying it is not my right to "agree to disagree" rather than debate the uninteresting. And I find those who question Elon's motives in selling TSLA shares very uninteresting. Sometimes the truth is so obvious there is no point in debating it with people who see it differently. Just because a person is correct does not mean they are obligated to debate. This is what "agreeing to disagree" means.
If you insist that Apollo did not actually land on the moon, that it was all staged in the Arizona desert, I will "agree to disagree" even though your position would be factually incorrect.
ZachF
Active Member
JP is fine, they have hybrids
I assume that sales chart was pure EVs, maybe I'm wrong but couldn't find any notations. I doubt Hybrids count as progress for Tesla - more of a delay tactic that shifts oil demand even further out.
Cape Coddess
2 Roths full - holding!
When my dad was teaching me about investing back when I was knee-high to a grasshopper, he said when interest rates go up stocks go down, when interest rates go down stocks go up. To my mind this is no biggie, and expected.
JRP3
Hyperactive Member
UPDATE 2-Brazil's Vale signs long-term deal to supply Tesla with nickel
Brazilian miner Vale SA said on Friday it has signed a long-term deal with Tesla Inc to supply the U.S.-based electric vehicle maker with nickel from its Canadian operations. Vale did not provide financial details on the deal and did not say how long it will last. The Brazilian miner said in a...
What the heck is "low-carbon class 1 nickel"?UPDATE 2-Brazil's Vale signs long-term deal to supply Tesla with nickel
Brazilian miner Vale SA said on Friday it has signed a long-term deal with Tesla Inc to supply the U.S.-based electric vehicle maker with nickel from its Canadian operations. Vale did not provide financial details on the deal and did not say how long it will last. The Brazilian miner said in a...finance.yahoo.com
Is that like high class nickel? Mining trucks with regen for energy efficiency?
Coming soon - Clean Nickel vs Clean Carbon.
(Edit: Something tells me it's the carbon in the Nickel and lower is more pure.)
TheTalkingMule
Distributed Energy Enthusiast
The megarise to $1350-1550 will be fueled at stage 1 by FOMO. I don't see anyone...... ANYONE fearful of missing out on ANYTHING right now.
That can change in an instant once the bottom is found and the outlook clears up. An open China and Russia back to just pumping oil should do it.
That can change in an instant once the bottom is found and the outlook clears up. An open China and Russia back to just pumping oil should do it.
So Square/Block posts earnings where revenue
I also expect a much bigger increase in S/X in Q2 given the anecdotal evidence of S/X production reaching new levels, opening up orders to Canada, and a floor of reservation holders getting Vins. So maybe 18,000-20,000 S/X deliveries.
I don't see June averaging 2,600/day though. Tesla stated they expect Shanghai to reach new production levels in Q2 and given the information we've heard about the expansion of Shanghai reaching 90,000 monthly production in the relatively near future, I expect to see June in the 75,000-80,000 range, possibly slightly above the 80,000 number.
I also expect a much bigger increase in S/X in Q2 given the anecdotal evidence of S/X production reaching new levels, opening up orders to Canada, and a floor of reservation holders getting Vins. So maybe 18,000-20,000 S/X deliveries.
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Might be triggered by data showing inflation has peaked/begun to drop.
This is a really good bit of data.
It appears I may be more obstreperous than are you.
Some have said that from time to time I may tend to be rigid in that respect. Your approach is worthy of respect, even from someone as doctrinaire as I may be.It's related to the amount of energy needed to produce it:
Vale said:
For sure, 100% the market sentiment shifts on dime the moment it's clear inflation has peaked. Whoever is able to time which monthly CPI/PPI it is that shows that peak inflation will come out big.
OK, I have to ask about #2.
On the most recent call, Tesla said they were taking scrap aluminum, including that from ICE wheels, and melting it down and feeding it back into the production process.
That didn't sound compatible to me with the special proprietary formulation making the Gigapress possible/better. How can they achieve the special formulation when feeding it with random melted scrap?
What am I missing?
The Accountant
Active Member
What are you thoughts on Austin and Berlin for Q2?
Shanghai's numbers at launch:
2,600 - Jan 2020
3,900 - Feb 2020
10,200 - Mar 2020
16,700 - Total Q1 2020
As you can see, month #3 is where we saw a step-change in production. We need to see Austin and Berlin humming in June.
StealthP3D
Well-Known Member
Productivity should naturally follow job growth, not happen concurrently and the COVID disruption should amplify that by shaking things up.
But the really odd thing about TSLA's low valuation is the state of the economy does not dictate Tesla's growth rate in the typical sense and should have a less impact on its valuation for that reason. But investors are not the sharpest pencils in the box (even if they have most of the money). Never confuse money with intelligence. Yes, there is a correlation, but it is not as strong as most people with money like to believe.
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