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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I think you can take the link that @SunCatcher provided to confirm Natixis did, indeed, purchase the 15 million shares during 2Q.
It is a good link and, I suggest worthy of all to peruse. You also can see what companies they sold, in part or in full.
It is a good link and, I suggest worthy of all to peruse. You also can see what companies they sold, in part or in full.
Looks like it is legit. The first corroboration I could find was the fintel link, but I couldn't find the sec filing for awhile so I was doubtful.
Here's the SEC link:
And here is the SEC table of the 13-f filing. Scrolling down it does appear approx 15 million share increase in Tesla holdings was filed on Aug 12th for the period ending June 30th.
Let me relate a story about investing that my grandmother told me about my grandfather. They were a young married couple. She was teaching school and he was a law student. They didn't have much.
One evening, he asked my grandmother to take a walk downtown with him to the pawn shop. When she asked why he said, "I want to look in the window and tell time by my own watch!"
My grandfather had pawned his watch to buy some stock. He kept buying stocks his entire life and never sold a single share. He retired early, lived off dividends, and left behind a portfolio worth millions.
But they still had a big infusion from somewhere. TSLA buy must have been July 20.
edit: except, not if it was done during 2Q. Interesting as July 20 pop in portfolio value is around the right magnitude for 15 million shares, as is the pop in TSLA volume
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CLK350
Member
But they still had a big infusion from somewhere. TSLA buy must have been July 20.
View attachment 840665
From the SEC filing the purchase was for the period ending June 30, and was filed Aug 12, yesterday
Note that they also purchased call and put options (paging our experts from the other thread). Maybe they have smart traders there, like at Renaissance, the French are good at quants.
bkp_duke
Well-Known Member
There is an EXTREME anti-China sentiment in the USA. It would be a far greater up-hill battle than the Japanese (who were our "partner" and "friend") had in the 70s through 90s.
Possible, but IMHO you would need more like a 15-20k pricing advantage to overcome that stigmata.
Hmmmm….. I was just checking and there’s 18 Plaids available in Florida. The wait time for a low option 3 or y is down to a couple of months. Methinks the waitlists are beginning to disappear.
Base Y is still 4 and a half to 7 and half months…… not two months
Base 3 is 2 and a half to 4 and a half months .
You still have people that ordered in 2021 that are still waiting to take delivery of their 3/Y orders
The Accountant
Active Member
And that's with the upgraded wheels. If you want the base model Y with 19" wheels, delivery is Apr-Jul 2023.
Correct, I actually forgot to switch to base wheels so the wait time for the base 3 is longer than I said.
And this is before the EV credit officially passes. Which I think everyone can agree, is going to kick Y demand into the stratosphere. I wouldn’t at all be surprised by a year and a half wait time…..even with Austin ramping
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Auto manufacturing, EV or ICE, is one of the toughest, riskiest industries in the world. A modern car averages 30,000 individual parts, each to be designed (or selected), thousands of vendors to be managed, with supply chains always threatened by various global pressures. Every new vehicle is a massive investment in design and engineering time, facilities, manufacturing equipment and tooling, let alone qualification testing (crash tests, EPA, various safety mandates). Every new manufacturer is going against others with a century of experience in design, engineering and manufacturing. Not every company that wants to jump into that fray is going to survive, no matter the hype. The fact that Tesla managed to do so says a tremendous amount about their management.What is understated here when people look at Rivian and Lucid is that Tesla has NEVER made a negative gross profit since IPO. They had positive profit margins every quarter no matter how small. Musk makes a point of never losing money on product they make after learning his lesson from roaster 1.0. Total company loss after expenses yes, but always positive when you minus COGS from revenue.
Tesla Gross Margin 2010-2023 | TSLA
Current and historical gross margin for Tesla (TSLA) over the last 10 years. The current gross profit margin for Tesla as of September 30, 2023 is <strong>%</strong>.www.macrotrends.net
lafrisbee
Active Member
OK I AM GOING TO CALL IT NOW.
BS! Our leader claims that Model 3LR ordering has been halted because of the long wait period. Come on? Some of you are smarter than an ant?
It is going to have something dramatically different... probably as a result of the EV incentive thing... could be something else. Any clues from you humans?
BS! Our leader claims that Model 3LR ordering has been halted because of the long wait period. Come on? Some of you are smarter than an ant?
It is going to have something dramatically different... probably as a result of the EV incentive thing... could be something else. Any clues from you humans?
And now, the rest of the story.
My mother now owns half of my grandfather's portfolio. For my 50th birthday she gave me a little of his stock. I haven't had the heart to tell her that I sold it to buy more TSLA.
True story.
My guess, the type of batteries in the lr awd are going into semi, mY, and performance 3s. They will continue to allocate what they can for the backlog for the m3 lr but then allocate the rest to semi mass manufacturing until 4680s can reduce MYs need for 2170s.
The closure of the m3 lr awd came just a day after Elon said Semi shipping this year.
Closing Canada orders suggest it has nothing to do with the tax credit, and not closing SR+ suggest its related to batteries. Not closing the model Y or X ordering suggest it had nothing to do with back logs.
My guess that there's not enough 2170s for Semis if they leave m3 awd lr orders open fits the "too much demand" narrative. I think they are going to reduce m3 awd lr production by allocating a portion to Semis and perhaps even transfer some line workers to semi.
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damonbrodie
Member
Isn't the Semi (alone with CT) designed specifically to use ONLY the 4680 cells?
FYI Model 3 LR in Taiwan is also unavailable to order. Taiwan gets all the Tesla vehicles from Fremont and everyone should know the reasons already.
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