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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
TheTalkingMule
Distributed Energy Enthusiast
Well not exactly giving, he's gotta pay for it.
Do we maybe need a TMC analyst? Do we want to cobble together the couple grand it costs to get 20 seconds of air time?
Just thinking out loud.
I'd watch...but I am all out of bleach.
Artful Dodger
"Neko no me"
There's no appreciable difference in gravimetric energy density for current 4680s over 2170s. When the changes do come, they'll be mostly from new silicon-doped cathodes. And that too is portable to the 2170 format.
4680 trucks will come when the cells are cheaper on a $/Wh basis. Right now, Tesla has 3 or 4 different battery suppliers competing on prices. That'll drive the decisions for trucking / fleet logistics.
JRP3
Hyperactive Member
I give it some credibility because Carsonight retweeted it and he's often had good info in the past. He seems to have connections to the Nevada GF workforce.
larmor
Active Member
Quantum photon teleportation experiments about 10 years ago covered 70 km in the Canary islands...Haha, "long-range" wireless transfer has now been extended to 16m (50 feet) In the laboratory. After which it's efficency drops precipitously.
Eid, A., Hester, J., & Tentzeris, M. M. (2022, March). Extending the Range of 5G Energy Transfer: Towards the Wireless Power Grid. In 2022 16th European Conference on Antennas and Propagation (EuCAP) (pp. 1-4). IEEE.
P.S. Haha "flip.it"
They assumed FSD was $15k/year instead of one time.
I will gladly take that over Down-- Down--- More Down -- Fall off cliff down -- Verge of halting stock down.
Below is a link to CBS 60 Minutes’ package yesterday on Hurricane Ian’s destructiveness in southwest Florida. At the 10:02 minute mark it begins explaining why my solar powered town of Babcock Ranch survived virtually unscathed, despite being along the worst side of the eye of the hurricane and 12 miles from devastated Fort Myers.
Link: Babcock Ranch: Solar-powered "hurricane-proof" town takes direct hit from Hurricane Ian, never loses electricity
Link: Babcock Ranch: Solar-powered "hurricane-proof" town takes direct hit from Hurricane Ian, never loses electricity
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Artful Dodger
"Neko no me"
How many watts of energy did it carry? Was it single photons? What was the efficiency? Do you have a link to the science journal article announcing the results? Does the author also have other research published?
Sorry, proposing this as an alternative for global power distribution is like Pee Wee Herman vs. Mike Tyson. Fun to think about in an abstract way, but not worth the medical bills.
Artful Dodger
"Neko no me"
Todd Burch
14-Year Member
Well whaddaya know, right near zero again. Who wants to bet they'll drive us red right as we approach close?
Buying stock back when they have huge capital spending ahead to arrive to 10 to 20 million cars per year,Sorry if this was posted already (this thread moves so fast). Alexandra Merz makes the case for TSLA stock buyback.
She provides a lot of "breadcrumbs" that seem to indicate that a buyback is imminent, notably:
- S&P credit rating increase and report was gushing and it felt like TSLA may have collaborated w/ S&P in the process to obtain the increase.
- Apple and Microsoft have historically appealed the ratings agencies for favorable ratings so they could better issue debt to finance buybacks
- While the stock is currently battered, Tesla can buy back more shares with the same amount of cash
- Tesla can undo shareholder dilution due to employee stock incentive programs
- The Inflation Reduction Act, which kicks in 2023, will start imposing a 1% excise tax on buybacks, so doing one in 2022 is advantageous
Of course this is all speculative, so use the info accordingly. TSLA needs to reserve cash for unforeseen headwinds like recession, nukes, etc.
All Breadcrumbs Lead to Tesla Share Buybacks
Or how to make retail investors and employees happy before the Year Endalexandramerz.substack.com
seems risky . Present plant capacity is probably 4 million cars. That implies a lot of capital spending lies ahead.
keeping a sizable cash cushion ahead of an economic down turn, seems prudent.
Buffet says he is all for buying back stop when the value of the stock is low.
Low is in the eye of the beholder . The present t-bills yield about 4%, is
the tesla (Fcf/mkt cap) at least 4% for comparison sake, no It’s closer to 1%.
Just my thoughts, however Tesla is in a better position to judge
and anticipate their free cash flow.
Purchases are made from free cash flow, they are not going to borrow money
to buy stock at this point.
A fully loaded diesel semi gets 6mpg cruising 60 mph on a flat grade. Diesel has 37 kWh of energy per gallon. Diesel engine is 40% efficient.
That comes to about 2.5 kWh delivered to the wheel per mile when you add in losses in the rest of the transmission.
650kwh for 500 miles is 1.3 kWh per mile if you ignore EV drivetrain losses and assume the entire battery can be discharged. Adding those in would reduce energy consumption at the wheel further.
Yes Tesla semi is very aerodynamic compared to the diesel but there is no way Tesla has improved energy per mile from 2.5 to 1.3. If they come in at 1.9 that would be a big deal
From the WSJ article:
Ms. Brainard also said recent data on consumer savings suggests households may have less of a financial cushion than previously estimated, which could keep consumption subdued in the months ahead.
“In light of elevated global economic and financial uncertainty, moving forward deliberately and in a data-dependent manner will enable us to learn how economic activity, employment and inflation are adjusting to cumulative tightening in order to inform our assessments of the path of the policy rate,” she said.
Bold is mine. That is the most dovish statement she has made in at least six months. The FED starting to acknowledge the lag time of their actions is a definite indication that they are looking at a pause. Of course, we probably still have 125 basis points to go, unless the next CPI surprises well to the downside. Is it priced into the market? Good question...
petit_bateau
Active Member
Actually I'd dialed in 500kWh and is useed only when doing overall GWh mfg calcs. Mind you that is for a blend of ranges.
JRP3
Hyperactive Member
I agree the numbers are suspect. Carsonight seems to be a former trucker so he should be aware of the efficiencies of existing trucks.
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