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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Don't like that chart:
Easy to misinterpret, my first thought was "No registrations of Tesla outside USA? This chart is wrong".
The title 'Worldwide BEV Sales by Region and Manufacturers' is misleading.
The flags do not show where the registrations were, but where the company originates.
The title should be 'Worldwide BEV Sales by Manufacturers' Origin'.
Stretch2727
Engineer and Car Nut
Good they excluded EV's under $10K to avoid the distortion with the GM-Wuling.
Would be interesting to see in total $$ even if estimated.
JRP3
Hyperactive Member
You mean other than eventually providing rainfall for areas downwind? Geoengineering of any sort will likely have unintended consequences.
If you know even a little bit about the EV market, the chart isn’t confusing. Great chart.
It's a good chart with a bad title.
Tesla mkt cap to exceed the combined mkt cap of Aramco and Apple with zero profit margins.
I detect an anomaly.
Great chart. Need two more. One with gross revenues and another with net profits. Sadly that data isn’t broken out for the BEV segments for most OEMs, but those would tell a much more interesting story, especially the net profits one.
While we’re asking for unobtainable numbers, throw in debt load, and battery cell supply availability. Tesla has a lot of advantages.
One solution, common in some countries is to have the inspection done by a government operated center. That, IME, works well sometimes, albeit irritating. The private licensed places I have been have always said something is wrong to be fixed by them.
Still, although inspections can be gamed they generally do help have better maintained vehicles than none at all. One fo my present residences is in a jurisdiction that had state-run inspections until four years ago, and now have none. The difference in the condition fo older vehicles is clearly and obviously worse now. Many factors, I know, including a pandemic.
BEV inspections become a slightly different issue. No emissions test, for one thing.
EVNow
Well-Known Member
Clearly from the chart the worldwide leader in EVs is ..... GM !
Krugerrand
Meow
Which the Tweeter said if you read the conversation.
I recall getting a government inspection in BC. They failed the car, took it back the next day, it passed, no changes to the car.
Dehumidification as a water source has been used for a very long time. It does require energy but also is used to reduce corrosion and mildew. I've used that to make potable water on an island I owned, powered by solar panels I installed. Back then it was very expensive but far cheaper than hauling diesel fuel from the nearest source, about 25 miles away. FWIW, back then we used giant 2V AT&T lead-acid cells that lasted forever, we bought them after AT&T adopted different technologies for their remote stations.
That is why island solar power became common long before 'mainland' locations.
Tesla energy solutions, and others, are vastly easier to deploy today than they were back in 1990. Tesla has made quite successful island deployments, and remote area deployments have been done for many years. Thus far those have not been major factors in Tesla growth, but now that prices are cheaper the cost of importing fossil fuel makes places like Hawaii and every such island nation without coal or oil an absolutely obvious market.
In aggregate those places are ideal ones for BEV too, mostly small and short range ones. IIRC Hawaii was one of the few places where S40 and S60 were the preferred choice. In Indonesia, all the Pacific Island countries and much of the rest of the world Tesla can quickly serve the markets with few Superchargers. Iceland is completely served with seven.
The list goes on, and with small BEV some tourist intensive islands are already becoming BEV intensive and all are good candidates. When (if) FSD actually happens those places can be transformed. I note there is not much discussion here about the market combination of solar+storage+BEV/FSD.
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EVNow
Well-Known Member
Some topics are considered "controversial" and thus given their own threads in the past because of large number of posts on that. Once that happens, however important the topic might be, they want people to use those threads instead of the main thread. So we have things like Covid, Twitter, Ads, FSD banished from this thread.
I think w.r.t. FSD - it is no longer all that controversial. There is a near consensus on how close FSD is to robotaxi among FSD beta users in this forum ....
FSD is controversial but might be the most important thing for investors, at least if Elon’s comments are to be taken at face value and projections from ARK are to be believed. Elon says in no uncertain terms that autonomy goes hand in hand with electrification in success here, reiterated in the latest earnings call, and he commented not long ago that autonomy could be the driver of legitimately all of Tesla’s value.
ARK’s future profit projections and valuations hinge entirely on high-margin autonomy revenue and the year when Robotaxis are actually launched.
ARK’s future profit projections and valuations hinge entirely on high-margin autonomy revenue and the year when Robotaxis are actually launched.
Guys, i done know what to do. My average price is 297/share. I have 3200 shares of TSLA...
for now i am just selling OTM covered calls but im just stuck holding on to my losses
any advice or suggestions?
for now i am just selling OTM covered calls but im just stuck holding on to my losses
any advice or suggestions?
You can’t go to a forum and ask for valid individual financial advice. The answer depends on your personal situation. What are your sources of income, what expenses do you have? How old are you? How many dependents? Etc.
And no, this forum is not meant for dispensing such advice.
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