I can't wait for one to cross the Columbia River between Pasco and Richland! Would be great if they were to develop wheels as Elon discussed or even hubcaps that would allow the CT to go faster than just a knot or two. Doubt you could waterski behind one though... although someone will probably try!
Unlike ICE vehicles EV are inherently easier to seal. Tesla vehicles already float for short periods, shouldn't take much to improve upon that for the Cybertruck.
The board and broader Tesla social media community has had many discussions about the fundamental engineering superiority of the Cybertruck for truck purposes and general badassity. The Tesla design team set out to develop an atoms-up clean-sheet design for the Platonic ideal of a pickup truck that’s as tough, rugged, durable, powerful, safe, affordable and utilitarian as the Standard Model of physics allows for, while fitting in the length/width/height envelope of an F-150 and using technology that can be achieved now. The Cybertruck is a paragon of the “Form Follows Function” principle in machine design and a masterful example of integration via multifunctional part design like the exoskeleton and structural battery while decoupling where advantageous like with the adaptive air suspension eliminating the traditional trade-offs with tuning truck suspensions. This is why we can confidently expect it will dominate in every measurable category and the main legitimate nitpick people might have is that they don’t like the aesthetics.
I appreciate your overall reasoning taking into consideration your context as a short term investor, but at some point (perhaps after Musk is gone), Tesla will be issuing dividends. For those of us planning to hold shares extremely long-term, share price is pragmatically irrelevant (though psychologically impactful); share price does very little to directly help or hinder the actual activity of Tesla - the recent drop in SP certainly doesn't impact on production & deliveries & margins.
I gave a disagree because your post is one of the more unsound, anecdotal, and speculative arguments I've heard on TMC in some time. What I gathered from your post is the following: Tesla may not be able to produce the Cybertruck as previously promised because: (1) Its been a really long time since unveiling. Must mean they're having difficulties. (2) Tesla once had some suspension related issues on a completely different vehicle designed years ago, and not designed for offroading. (3) Rivian engineers discussed "difficulty of bringing the concept to the reality" (
feels like I've heard that line before) and are tightlipped or unable to discuss suspension. Thus, Tesla (and Rivian for that matter) must be having suspension design troubles.I don’t know about anybody else, but me ain’t buy a Chinese car. This is not about racism, but about China government anti-human rights and anti-democracy. Looks at what they are doing in HongKong and Taiwan, not to mention claiming ownership of pretty much the whole ocean!
Elon's committed to making an amazing truck. What more do you need to know? (other than it'll be late!)
What would be 10X more impressive is if you could list just three reasons why you doubt the CT will be a raging success with unbridled demand for years to come. Because all I'm hearing so far sounds like unsupported doubt of the Cybertrucks success and derision of anyone with a different opinion. Will there be faults? Certainly, every new vehicle has them. Will they be fatal? I have no reason to believe they will. Please share yours.
Agree wholeheartedly. If Tesla is comfortably predicting decent and consistent FCF for the next few quarters, why stick all that moolah in the "bank" (or crypto)? Buying TSLA at the current prices is a steal.We are now approaching the SP range where Tesla did their last $5B Cap Raise (Dec 08, 2020).
Tesla's Dec 8, 2020 "stock offering" + "Prospectus" | TMC discussion
At the time, Tesla increased their cash by about 33% to $20B (we're still at $18.3B after Q2). This was achieved in exchange for shareholder dilution of less than 1%.
The Dec 2020 Cap Raise had an ASP ~$631.50 ($210.5 split-adjusted). Now, the 52-wk Low SP is $206.86 so that's a natural trigger level where Tesla could buy-back shares at less than their cost when issued in Dec 2020.
So, depending on how much FCF Tesla did in Q3, this may be a golden opportunity to invest in the best performing stock in the world: TSLA. And a standing order to buy puts a floor under the SP.
Cheers to the Longs!
Likelihood of wide release before end of the yr = 69%
In case it helps this was my best guess. I hope to have underestimated on the Semi and associated derivatives. Note this global.
Buoyancy will be a challenge if the only sealed items are the pack and the motors
