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

[elasalle]

when?

possible to do, board agrees ...they have left it open ...so they could do it anytime .... I think Q1 with great Q4

+APPL and Saudi Aaramco ... looks like 4680 ramp solved and then some

 

[ZeApelido]

Musk - "I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined"

Is that ~ 10 trillion?!

 

[bkp_duke]

Elon - "I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined"

says it will be difficult, but possible, requiring creative new products, etc. and luck

Ninja'd by @ZeApelido

 

[cab]

Maybe Elon can just sell them his shares?

 

[Optimeer]

"We plan to introduce front castings and structural battery packs" at Berlin by end of the year. Sounds like starting to put 4680 in some cars in Berlin, right?

I think they will start with the (structural) BYD Blade Battery packs to be able ramp up the Berlin plant further. Battery Capacity will be 55 kWh according to this article:

Exklusiv: Tesla hat schon EU-Genehmigung für neues Model Y mit strukturellem Akku von BYD

Tesla hat eine neue Standard-Variante des Model Y in der EU angemeldet – überraschend mit strukturellem Akku-Paket von BYD.

teslamag.de

I expect a car similar to the MIC Model Y with CATL Batteries (non-structural), maybe at lower production costs.

 

[zach_]

Elon is so coherent and on script this call I'm almost certain he needs to sell more shares for TWTR.
I'm joking, ...mostly

 

[elasalle]

Elon staying humble and delivering the goods

 

[Tachyon]

Elon is so bullish, I begin to wonder if I accidentally smoked some stuff earlier .
Unbelievable.

 

[Paracelsus]

“Worth more than Apple and Saudi Aramco combined”…………….better get two Tesla semis - one for each brass ball. That guy is a Stud!

 

[Chunky Jr.]

Elon sounded confident and very optimistic. Kept it short and focused. No bizarre tangents. Bravo!

 

[Xepa777]

This is vintage 2017 stock pumping Elon right over here hahahah. LOVE IT!

 

[Mengy]

Musk - "I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined"

That's not all too surprising for those of us with far forward looking models, but it's still a very long ways off. Like end of decade timeframe most likely. Unless a Robotaxi service gets huge very quickly, or they start selling Optimus units in the high 6 figures in a few years.

Which, of course, is technically possible...

 

[Knightshade]

Zach confirms >50% production growth for the year but <50% deliveries growth due to wave unwind.

 

[henchman24]

Zach confirms >50% production growth for the year but <50% deliveries growth due to wave unwind.

Well there it is

 

[Knightshade]

Elon then just said continued guidance for 50% or greater average growth as far into future as they can see... but then sort of caveated that to say he means production not delivery due to logistics constraints on delivering in volume

 

[Chunky Jr.]

Tesla : we'll grow 50% as far as we can see, industry leading margins, we'll do a big stock buyback, lowering costs, record cash pile and no significant debt
Wall St : pffft. SELL!

 

[MD70]

Tesla needs to come out with a cheaper vehicle. The market for $60,000+ cars is only so large; it's insane that we already sold more vehicles than Corolla globally in September. Can Cybertruck psuh 50% growth YoY? Maybe temporarily. But for mass adoption of electric vehicles globally it's going to require a cheap car, a small compact car that fits international roads better, and a lot of batteries.

Sidenote: ABML (led by ex-Tesla engineer and with a bunch of Nevada Gigafactory OGs now hired) just won a $57 million grant today. People talk about Redwood all the time but what ABML is doing with hydrometallurgical processes for both extraction and recycling is novel and impactful.

Agree 100%. Once battery production is no longer an issue a smaller vehicle is a must for Europe.

 

[henchman24]

Tesla : we'll grow 50% as far as we can see, industry leading margins, we'll do a big stock buyback, lowering costs, record cash pile and no significant debt
Wall St : pffft. SELL!

Significant fear out there that Elon dumps a bunch of stock shortly. No real buying pressure until that headwind is over. Need the Twitter deal to close

 

[oldTAVguy]

Significant fear out there that Elon dumps a bunch of stock shortly. No real buying pressure until that headwind is over. Need the Twitter deal to close

I need to buy MORE!

 

[Knightshade]

50,000 semis for 2024 is tentative production target, 2023 will be ramp up, if anyone needs to update their financial models