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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The "threat" of more electric competition should not be seen as a risk to Tesla. It is a validation. That proposed VW plant won't be stealing sales from Tesla, it will be stealing ICE sales. If anything the investment into EVs by legacy makers should boost TSLA shares. It's not like VW will magically have better/more profitable EVs than Tesla. Best case for them is reasonable parity.
edit, no idea how I misspelled "VW" twice in the same post in two different ways.
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What's your point?
It's wrong, it's too low. It will stay like that until the delivery report at the beginning of April and then suddenly will show 7000 per week with a note that once again they were "on the nail with their predictions"
I think it's now worthless, I don't think there's any point trying to guess production numbers. They'll just increase remorselessly
Without a heat pump, how would the vehicle's air conditioning system be able to provide air at temperatures below ambient?
I think the issue is more that, if the legacy members are seen as competitors to Tesla, then if they are perceived to be, for example, half as good, doesn't it therefore follow that Tesla's P/E should be twice theirs.
Hard to believe that Tamberrino is taken seriously by anyone, but his periodic sell reports are a dog whistle to shorts to pile on.
Playing this game is going to get a lot harder after consecutive profitable quarters. That won’t stop the most reckless from playing, but you know what they say about fools and their money.
Playing this game is going to get a lot harder after consecutive profitable quarters. That won’t stop the most reckless from playing, but you know what they say about fools and their money.
Fact Checking
Well-Known Member
Note that this likely isn't the refreshed website yet: it still says 100D/P100D, not "Performance" as promised by Elon:
This interim step IMO further increases the probability that they are introducing new Model S/X models: if the only intended change was to remove the 75D, they could have renamed 100D/P100D to "Long Range" and "Performance" today and communicate the change.
That they didn't and that they are staying mum suggests this is only an interim step before other changes.
(Speculation only, not advice.)
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Tesla uses a air conditioning system/pump, not a heat pump. (Only works one direction to provide cooling to the cabin/battery/motor/charger/etc. (It can't provide heat like a heat pump can.)
anthonyj
Stonks
Probably see $300 this week if we don’t get a date for Q4
At least here in the states, "heat pump" is usually used to refer to a device that can both cool as well as heat, versus just cool. If it just cools, it's just an air conditioner. Technically, both varieties are heat pumps, but that's not common usage here.
It would be nice if Tesla had heat pumps as they can potentially be more efficient than resistive heating but realistically you still need the resistive heaters for when the temperatures are too cold, beyond the working range of the heat pump system. LEAF and Prius both have heat pumps I believe.
JustAaronnoraA
Member
i have to disagree with you regarding netflix, i think they have a pretty good moat just like tsla. IQ is very similar to Nio so you can built your thesis there. Tilray is a bubble IMHO but still very early stage so if you know when to get off its a very appealing investment for 2019.
adiggs
Well-Known Member
Or maybe they'll increase relentlessly. I suppose if you're short, it's the same thing
Average EPS estimates on yahoo finance raised to 2.26. soon it will climb to 3.00 and we will get a miss
anthonyj
Stonks
Why not? We’ve seen Tesla move +-15% on zero news
Fact Checking
Well-Known Member
Note that the bad low temperature (below freezing point) behavior of heat pumps is not an inherent property of heat pumps, but that of the commonly used refrigerant gas R-134a (formerly HFC).
If a different refrigerant gas is used then no resistive heater is required.
Ironically the best such refrigerant gas I'm aware of is ... CO₂ in hypercritical state.
There's even a commercial product with a CO₂ heat pump: a German company making high-end geothermal heat pumps. (The advantage of CO₂ in a geothermal solution is that it replaces the separate glycol loop as well.)
Anyway, AFAIK the solution is patented by that German company, which limited the more widespread use of CO₂ refrigerant in heat pumps.
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