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

[hobbes]

For what its worth (mostly based on projections):

https://twitter.com/x/status/1657752216105541637

 

[Cattledog]

Cabo by night:

https://twitter.com/x/status/1657952863799107584

Paris by day:

https://twitter.com/x/status/1658071223564226562

Cyber roundup tomorrow...

Our CEO has range, you gotta give him that (together with brilliance, a view of the future, and an occasional social faux pas just to make sure we're paying attention...)

 

[mongo]

Looks like Panasonic gets the IRA incentives of $35/kWh for Giga Nevada cell production, not Tesla (Tesla will likely get the $10/kWh for battery pack integration though):

Tesla-Partner Panasonic behält US-Subvention für Batterien, braucht mit 4680-Format länger

Subventionen in den USA haben dem Tesla-Partner Panasonic 300 Mio. Dollar eingebracht. Seine 4680-Batterien sollen jetzt später kommen.

teslamag-de.translate.goog

Panasonic slide deck may indicate flow through to Tesla:

Taking into consideration the aim of US IRA, which is to reduce excessive inflation and promote energy policies in the US, we believe we should use the credit for the purpose of further promotion of EVs in North America.

In addition to investing in our US EV battery business, we are also considering a way to effectively use the credit with our customers to strengthen and expand our business in North America. Therefore, for FY3/24, 80.0 billion yen, approximately half of the total tax credit amount, is factored into adjusted OP in Energy segment.

In addition, we are assuming the amount effectively used with customers will be applicable for deferred tax accounting.
Therefore, 20.0 billion yen is expected to be recorded in deferred tax assets.
As a result, the impact of the IRA on net profit is expected at a total of 100.0 billion yen in FY3/24

 

[lascavarian]

Elon doing live interview on CNBC tomorrow evening it seems.

with David Fabre at 6pm Eastern.

 

[FreqFlyer]

My suggestions:-

• Move all Model Ys to front and rear castings with 4680 battery packs.
• Move to a simplified wiring harness and a 48V architecture
• Use new motors free of rare earths, or with fewer rare earths.
• Try to reduce parts and further simplify where possible.
• Investigate cast aluminium motors:- Investor Engineering Discussions
• Remove stalks on steering wheels.

Any weight savings and efficiency gains are used to reduce the pack size.

This doesn't get them to the low-mid $30k range, but prospective buyers need to consider TCO, factoring in fuel and maintenance savings.

The best cost savings maintain parity with existing features and specs, or don't trade away anything important.

With seats mounted on the battery pack it is no longer necessary to have a glass roof fitted after the seats are installed, so a metal roof as part of the body and painted when the body is painted is now possible. Based on what we know so far, Tesla isn't moving in that direction.

My personal opinion is that frameless glass windows are an extra layer of expense that could be removed.

The stereo systems could also be downgraded if that saved some significant money.

Ummm............................NO!

 

[growler23]

Apropos of nothing, my thought for how Elon can spend his newfound free time:
Sleeping at the GigaTexas 4680 line until 4680 + full DBE is high reliability and high throughput.
The low cost, low embedded energy, fewer connections needed, fast to produce 4680 will dominate the landscape no matter what product they wrap it in.
Everything else will follow.
IMHO of course.

 

[FreqFlyer]

Yes, at least the Bucees-but neither are available now. And Q1 '23 has come and gone-the one in Alcoa (where the Knoxville Airport is) doesn't show up on the Tesla SC map. Both are still not well located for the areas I described (Kodak is the I-40 interchange that takes you to Gatlinburg) and Alcoa is a suburb of Knox. But certainly things are improving every year.

BUCCEES!!!!!!

Did notice the one in Temple Texas added like 40 supercharger stations along the perimeter of the property. What batter way to wait out the 30 minutes of charging buying a Buccees T-shirt, Chopped BBQ sandwich, caramel covered popcorn and use the 70 stall clean bathrooms. And buy an overpriced Go PRO camera.

 

[growler23]

BUCCEES!!!!!!

Did notice the one in Temple Texas added like 40 supercharger stations along the perimeter of the property. What batter way to wait out the 30 minutes of charging buying a Buccees T-shirt, Chopped BBQ sandwich, caramel covered popcorn and use the 70 stall clean bathrooms. And buy an overpriced Go PRO camera.

I think it is 48 charging stalls. Aiming to someday exceed the 70 bathroom stalls perhaps.

 

[Buckminster]

Good TSLA hedge would be to setup an ICE engine rebuild company:

https://twitter.com/x/status/1658098363122741250

 

[Skryll]

Good TSLA hedge would be to setup an ICE engine rebuild company:

https://twitter.com/x/status/1658098363122741250

Retrofit electric system you mean. If only those precious batteries were not so scarce

 

[Featsbeyond50]

Good TSLA hedge would be to setup an ICE engine rebuild company:

https://twitter.com/x/status/1658098363122741250

But... that would be work.

 

[lascavarian]

Good TSLA hedge would be to setup an ICE engine rebuild company:

https://twitter.com/x/status/1658098363122741250

That or I have been thinking about auto upholstery. Upgraded seats and cabin covers both old ICE and enduring EV vehicles. I think it will be a thing.

 

[Buckminster]

https://twitter.com/x/status/1658122825650036738

Gary normally writes the don't be bullish memo...

 

[insaneoctane]

We're sitting at the same stock price as we were in mid-November of 2020. That's approaching 3 years of lost gains. When comparing to AAPL (another megacap tech company), I don't know which is more to "blame"....the macro or the pirates. Sorry for the negative tone, just tired.

 

[SO16]

Retrofit electric system you mean. If only those precious batteries were not so scarce

Especially when they are being used for delivery vans.

 

[scaesare]

Indeed, something like kids placing playing cards near the spokes of their bicycles to make them sound like motorcycles.

 

[JRP3]

The court in Manhattan on Monday ruled against Musk’s free speech claims just days after a three-judge panel heard arguments in the case on Thursday.

Musk Loses Appeal of ‘Twitter Sitter’ Dispute With SEC Over Tesla Posts

(Bloomberg) -- A federal appeals court rejected Elon Musk’s challenge to his 2018 agreement with the the US Securities and Exchange Commission that required him to have his Twitter posts related to Tesla Inc. screened.Most Read from BloombergTurkey Latest: Erdogan Says Unclear If Vote Will Go to...

finance.yahoo.com

 

[SOULPEDL]

Cabo by night:

https://twitter.com/x/status/1657952863799107584

Mexican children on the way now?

 

[2daMoon]

Musk Loses Appeal of ‘Twitter Sitter’ Dispute With SEC Over Tesla Posts

(Bloomberg) -- A federal appeals court rejected Elon Musk’s challenge to his 2018 agreement with the the US Securities and Exchange Commission that required him to have his Twitter posts related to Tesla Inc. screened.Most Read from BloombergTurkey Latest: Erdogan Says Unclear If Vote Will Go to...

finance.yahoo.com

Yeah, it really isn't an issue of free speech at all. There is no law that is to blame, this is a matter of contract.

Elon agreed to the terms of a contract. Part of being free is having the unalienable right to enter into agreements that restrict one's natural rights in some way. Live and learn.

The only way for a court to have cause to act would be to somehow demonstrate that the contract is unconscionable in order to be nullified. I don't think this is likely to happen with a well structured agreement that was entered into with full knowledge and good faith.

 

[Motor Mouth]

Yeah, it really isn't an issue of free speech at all. There is no law that is to blame, this is a matter of contract.

Elon agreed to the terms of a contract. Part of being free is having the unalienable right to enter into agreements that restrict one's natural rights in some way. Live and learn.

The only way for a court to have cause to act would be to somehow demonstrate that the contract is unconscionable in order to be nullified. I don't think this is likely to happen with a well structured agreement that was entered into with full knowledge and good faith.

Am I the only one that thinks this is a weird sideshow? I mean, can't we all acknowledge that he's basically ignoring the order already? I'm sure he's got some procedural silliness in place to trot out if the SEC claims he's failing to comply, so why not just let the charade continue in perpetuity? It was basically a sleeping dog, so why not let it lie there anther couple years? (And I agree that its a tough burden to overturn an agreement such as that reached previously.)