bkp_duke
Well-Known Member
Agreed. If H/K were to go NACS, it's game over for everyone else in North America.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Agreed. If H/K were to go NACS, it's game over for everyone else in North America.
OT, Elon is on a roll. FDA approves human Neuralink implant.
Neuralink obtains FDA approval to begin clinical human trials of its brain computer interface
Neuralink has announced it received approval from the Food and Drug Administration (FDA) to launch a clinical study of its brain-computer interface (BCI) involving humans. Neuralink was founded by CEO Elon Musk in 2016, and […]driveteslacanada.ca
I'm going to sign up for clinical trials so I can talk to my car directly. I have many questions.
Patient Registry | Neuralink
If you're interested in learning whether you may qualify for current and/or future Neuralink clinical trials, consider joining our Patient Registry.neuralink.com
I just got a chance to invest in it...with a 40% management fee.
Maybe I missed it, but do we know if Ford will have to pay some sort of licensing fee for having access to the SC and live mapping software? I am assuming Apple charges for CarPlay and this seems to be even more valuable.
I'll do it for 30% all day long! I'm an investment manager now!
Ford’s not going to disclose that because it takes the shine off of the deal for them. Hence why Ford is up 7% right now.
And unfortunately for us Tesla doesn’t seem to care about disclosing the financial terms in deals like this. We’ll have to wait until Q1 2024’s earnings to see what Ford is paying Tesla and how they’re doing it ( payment fee up front, payment per Ford Pass that’s activated, etc…)
Let’s also not forget that this deal doesn’t change the current structure for Tesla where all non Tesla EV’s are charged a higher rate than Tesla owners. Tesla can at anytime up those rates even more to generate more profit…which I genuinely hope they do.
Last edited:
Based on a 190 call wall, I'm guessing this baby closes at 189.99 today, then over 200 next week to catch up. Steady climb to Q2 earnings.
Sometimes I think the powerful money wants TSLA to gradually rise, avoid FOMO and overshoot like last time that likely wiped out many shorts. Seems all too easy to cap it every time. It's gonna take a blowout quarter + FSD revenue to break through. Is 240 still the technical challenge?
Sometimes I think the powerful money wants TSLA to gradually rise, avoid FOMO and overshoot like last time that likely wiped out many shorts. Seems all too easy to cap it every time. It's gonna take a blowout quarter + FSD revenue to break through. Is 240 still the technical challenge?
Inventory levels across the world are trending down. Given that Berlin/Austin hit 5k/week over the past month, I would have to imagine they average somewhere around 4,000-4,200/week for Q2. Which means production across all factories would support a delivery number of 475k, if not 500k. Not saying it’s going to happen but it’s hard to understand how inventory can be dropping worldwide while production has materially ramped this quarter and not get a delivery number significantly higher than expectations
TrendTrader007
Active Member
This is monthly chart TSLA
Once it breaks 19 months long trendline to upside like $207 to $210 range, then the games begin
Until then it’s just a waiting game
In my personal opinion, $400+ will likely happen before 2023 is over
Not investment or financial advice
I’m usually wrong
Once it breaks 19 months long trendline to upside like $207 to $210 range, then the games begin
Until then it’s just a waiting game
In my personal opinion, $400+ will likely happen before 2023 is over
Not investment or financial advice
I’m usually wrong
Since Tesla is in the driver's seat (indulge the pun), I'm pretty sure we will end up finding out this partnership is a better deal for Tesla than it is for Ford.
My TA skills see a clear NACS handle
No, the technical challenge continues to move lower as the 200-day and the trend channel continue to go lower. In my opinion, the first technical challenge is 200. That's close to the 200 day and TSLA always seems to find resistance at whole numbers. After that, I think your 240 number is probably pretty relevant because that's where the Lower High trend line starts to look broken.
StapleGun
Member
Hopefully we can get a succinct question about it on the Q2 conference call. Something straightforward like "Is Ford paying a licensing fee for Supercharger access?" Of course they won't say "Ford is paying us $XXX/car" but I could see Elon/Zach at least hinting at what type of agreement is in place.
As a side note, does anyone with experience in licensing deals have a WAG as to how much a fair licensing fee would be for something like this?
Agreed, but I would take it as a 2:1 dividend. That is for every share of TSLA you get a dividend of two shares of TSUP.
Good comment. It could go several ways IMO. Labor pricing is flexible in my experience. IE TSLA could buy 5000 hrs of labor at a volume discount where pricing works out pretty much the same. But really the point would be that TSLA is not adding a profit cut on top but are passing costs straight through as one possibility.
Seems this could go to another thread so not wanting to go too far into the weeds on this. Hello 194!
Knightshade
Well-Known Member
"...everyday above the ground is a good day."
Why so bearish on TBC?
To counter your opinion with my opinion, I don't think TSLA will get above $275 in 2023. However, once the Fed starts lowering rates in 2024 I think we'll finally start climbing closer towards our ATH, and maybe by the end of 2024 we'll get back there. Maybe. But likely we'll cross $414 sometime in 2025 IMHO.
Not financial advice, of course!
Even if there is no payment for it. Just starting the deluge and adding consumers to kWh priced above purchase will be enough value.
Artful Dodger
"Neko no me"
Ford CEO Jim Farley on new Ford-Tesla EV partnership: It's a bet for our customers | CNBC Television (5:32)
Similar threads
- Locked
- Locked
