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

[bdy0627]

well, they couldn’t do that 2016, but it did not prevent them from publishing it 2016. I’m surprised that people have forgotten that video, which has been on Tesla’s page all the time.

They couldn't do it in production cars at that time, as the market learned. However, if they can do it live in production cars now, what's the market make of that? That's way different than producing an impressive FSD video.

 

[Lycanthrope]

Not to be pedantic, but he didn't say 500k deliveries. He said "Tesla will make over 500k cars in next 12 months"

If 80% of all cars sold are M3SR+ then it's quite feasible they can get to 7000 per week quite quickly, no, then organic growth as Panasonic presumably increases output.

A refreshed S/X could go a long way to hitting this projection.

 

[larmor]

Did you forget about the China Gigafactory hopefully coming online and pumping out cars later in the year? I mean, that's a whole new Gigafactory coming online.

Remember the market has all ready priced in GF in China, because speculation is easier than constructing a whole car factory from start to finish in less than a year (as an aside, this is really a big deal). Market has all ready priced in growth and driving data for FSD for tesla, but watch out, if vw, gm, ford, or any other manufacturer even make a mock up or press release (on paper or electronic) for something even close to tesla to be released in 5 + years from now, that particular company's equity would sky rocket...

Market has all ready priced in a tesla making a luxury car running on electricty, since it is apparently really simple as is an economy EV.

Speculation should be directed to defense industries which are primarily running on the defense of oil protection or oil price maintenance. With solar and EVs who would need oil...

 

[Matias]

They couldn't do it in production cars at that time, as the market learned. However, if they can do it live in production cars now, what's the market make of that? That's way different than producing an impressive FSD video.

I’m not saying anything about the coming event, I just wanted to correct the misconception that this would be some new video.

 

[CorneliusXX]

I'm not.



Exactly, and key to the economics of the Tesla Network is to remove the driver.

That's the ultimate goal, however they should still be profitable as long as the cut they take from each trip is enough to cover the cost of an app and administration.

I don't know if there are enough Tesla's on the road to make it a reliable network yet (California excluded).

Also, given the well heeled nature of most Tesla owners it would be unlikely many could be bothered becoming a taxi. This will probably change somewhat with the introduction of the lower priced versions.

 

[KarenRei]

That's the ultimate goal, however they should still be profitable as long as the cut they take from each trip is enough to cover the cost of an app and administration.

I don't know if there are enough Tesla's on the road to make it a reliable network yet (California excluded).

Also, given the well heeled nature of most Tesla owners it would be unlikely many could be bothered becoming a taxi. This will probably change somewhat with the introduction of the lower priced versions.

Yeah, I've seen estimates of 750-900k Uber drivers just in the US alone. That said, they could probably launch a pretty decent network in LA and SF.

 

[madodel]

Sorry folks,

With all the tweets and good vibes over the weekend, I decided it was a emotional high mark for the stock and decided to sell 5% of my Tesla shares. I am done now so... relief is on the way...

did I mention I work at MS?

Sounds like the time to buy now. Longs are starting to sound like shorts and the shorts are sounding downright nuts.

 

[nursebee]

I want update vid/phots on GF china!

 

[KSilver2000]

Jesus, this is a pit of negativity today, are we all focused on the ends of our noses all of a sudden?

I agree, Elon has cried wolf too many times for the media to believe anything now, the only way his Tweets have impact is to lower the SP. From this point of view he's best to put a lid on it and just deliver the goods, which we know he will, just a matter of when.

“When” is the big factor because of financial implications. I don’t think the negativity is from the fact that Musk and Tesla has not ultimately delivered on their past statements. But, they always seem to be drastically optimistic, ie recent statements about appreciating car values (really??!!) and another 500k in one year production prediction. Also, the fact that an executive said their financial position is “adequate” given their typical language doesn’t really exude confidence.

 

[StarFoxisDown!]

I could say a lot about Wall St shenanigans, FUD and the media, and even poster here that have suddenly turned sour on the company.

But simply put I can't express how disappointed I am in large scale investors who have been believers/backers of the company for years now. Seems like they're all content to just sit on the sidelines and let Wall St manipulate this down to 250/share. The number of shares in the float is not the large and they have plenty of cash to be buying and accumulating more shares and increasing their position at a huge discount to what they themselves have said what they think Tesla will be worth down the road.

 

[anthonyj]

This is typically a pretty decent buy signal.

Not when TT007 posts twice a day about how many Jan 2021 $700 calls he is buying

 

[HG Wells]

That's the ultimate goal, however they should still be profitable as long as the cut they take from each trip is enough to cover the cost of an app and administration.

I don't know if there are enough Tesla's on the road to make it a reliable network yet (California excluded).

Also, given the well heeled nature of most Tesla owners it would be unlikely many could be bothered becoming a taxi. This will probably change somewhat with the introduction of the lower priced versions.

Well give away FSD to each driver that hits 200 passengers ?

EDIT: Gives rides to 200 passengers, not hit.

 

[HG Wells]

I want update vid/phots on GF china!

Your wish is my command.

Tesla Gigafactory 3 Shanghai Update Via Local Onlookers And Drone

 

[elasalle]

So end of world dip is transforming to MMD ?

 

[KarenRei]

So end of world dip is transforming to MMD ?

Yes. This stock is insane :Þ

 

[Antares Nebula]

I have added calls today too. My bags are heavy! God help me if we go lower!!

BTW, the teeny weeny gap at 260.xx filled. We also have formed a double bottom at ~260 -- knock on wood!! Can we now please move up nice and slowly (or at least without gaps)?!

 

[Lycanthrope]

I could say a lot about Wall St shenanigans, FUD and the media, and even poster here that have suddenly turned sour on the company.

But put simply but I can't express how disappointed I am in large scale investors who have been believers/backers of the company for years now. Seems like they're all content to just sit on the sidelines and let Wall St manipulate this down to 250/share. The number of shares in the float is not the large and they have plenty of cash to be buying and accumulating more shares and increasing their position at a huge discount to what they themselves have said what they think Tesla will be worth down the road.

I think we need the sword of the SEC to be lifted from our necks in order from the institutions to get back in again. And hey, we should hear something this week already, no?

 

[KarenRei]

I think we need the sword of the SEC to be lifted from our necks in order from the institutions to get back in again. And hey, we should hear something this week already, no?

Deadline for Elon and the SEC to report back on their "at least one hour" negotiation process is on the 18th. So the market might not get a chance to react to whatever they report back until next week, if it's after market close.

They could always report back earlier, of course.

 

[elasalle]

Fred Alert Tesla delivers first $35,000 Model 3s to a happy few customers
35K SR delivered to a few happy customers

 

[mulder1231]

Remember the market has all ready priced in GF in China, because speculation is easier than constructing a whole car factory from start to finish in less than a year (as an aside, this is really a big deal). Market has all ready priced in growth and driving data for FSD for tesla, but watch out, if vw, gm, ford, or any other manufacturer even make a mock up or press release (on paper or electronic) for something even close to tesla to be released in 5 + years from now, that particular company's equity would sky rocket...

Market has all ready priced in a tesla making a luxury car running on electricty, since it is apparently really simple as is an economy EV.

Speculation should be directed to defense industries which are primarily running on the defense of oil protection or oil price maintenance. With solar and EVs who would need oil...

This whole notion of “the market has already priced in...” is bullshit, there is no such thing w/ TSLA. If you don’t see that you are blind.

Good news may give a spike, but will be undone the next few days with a barrage of FUD articles. Every sign that something positive may be released will be pre-empted by a massive effort to push the stock down.

Take for example the Panasonic FUD last week. Media spinned as proof of demand problems. Stock lost $10.

Then over the weekend we heard Elon explain it was not demand but production limited. Today we get punished again! What happened to the demand problem disproven? Wouldn’t you expect we would gain the $10 back? Nope, another $8 down.

Priced-in does not exist with TSLA. Everyone expects Q1 to be bad, right? Just wait for Apr 25, I bet another $10-20 drop.

I hope I’m wrong, I really do!