Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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EVNow
Well-Known Member
Doggydogworld
Active Member
What's your term for those funny looking Pacificas roaming around Phoenix, sometimes with nobody in the driver's seat?
How dare people question Elon's timeline!
This is the key point - Tesla's superior business model. In terms of actual on-road performance Tesla is 9 years behind Waymo, but tech history teaches us that being first to develop a new capability doesn't matter. The better business model almost always wins.
Joe F
Disruption is hard.
My apologies to all. This is going on too long and will be taken to PM if needed...
You know, Buddy, I don’t brag or boast. Perhaps you should make an attempt at understanding humor when you see it. While at first I didn’t feel as though you were being rude, as had been stated by someone else earlier, but based on your continuing comments since, you’re trying real hard to change my opinion.
Be careful believing you “did the same thing” to someone, as if you’re the self appointed defender of the downtrodden. You’re not.
Willing to let it go as well. If not, let’s not bore the good folks here further and move it to PM. Peace.
anthonyj
Stonks
Oh, the downtrend wasn’t caused by T Rowe Price alone. We will soon see who else has been dumping in Q1. Short Interest went up a good amount too.
On Twitter, I’m starting to see a lot of longs capitulate and sell portions of their position. I think we will see bottom next week. $180 is my target for adding more though. I have enough shares
This is somewhat worrying...The FUD has been ruthless. Wondering if we end up having 1/2 demand in U.S. as compared to China or Europe because of this. Would really be awkward if Tesla beats sales records overseas and cannot sell enough at home. "Innovative company fighting the global warming faces extreme opposition at home" - that would be a nice ad for U.S. of A as a whole. /s
Tesla would then really need to pick up the pace on FSD. If they can use the cars for robotaxis instead of selling to people scared by FUD, this could resolve the (potential) U.S. demand issues in spite of FUDsters.
generalenthu
Supporting Member
Nope, very unlikely. Someone, probably @neroden mentioned that they had a new portfolio manager who was taking over the funds that held Tesla, and he is didnt care much for the position.
sundaymorning
Active Member
Here’s a pic of the iPace interior, it literally has 5 inches of legroom in the back. Looks like the legroom is even squishier than the 2 child seat in the Model X 7 seater. The interior looks terrible. I honestly hated everything about the iPace’s interior, the exterior is average, does nothing for me.
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Artful Dodger
"Ducimus, lit"
The decision on where to build the Model Y may be made in a couple weeks. We are well aware of the labor situation affecting Panasonic right now, but there are other factors which may influence the site selection. So here's some insight into how water rights/availability in the GF1/Reno area may affect that decsion, written by a long-time Carson City, NV resident and GF1 "outsider" 'carsonight':
carsonight * 2 days ago
"I'm not trying to win an argument or put you down. I'm simply explaining how things work out here in the driest state in the nation.
"The industrial park has a certain quantity of water rights. Understand that water rights are bought and sold in acre feet. One acre foot is enough water to cover one acre to the depth of one foot, and is considered sufficient water for two residential dwellings or four apartments. The current price of an acre foot of water rights is something between $50k and $100k. This assumes that somebody has them and is willing to sell them. Before somebody can get a building permit they have to present proof that they have the water rights, even in town.
"The difference is that once that building permit is given the town takes responsibility for providing water, whereas those outside the city limits are subject to junior status as a holder of water rights. This means if there is a severe drought and the water table drops too far, they will be the first to not be allowed to pump water out of a well anymore. The industrial park has senior water rights, but if the drought is severe enough they too could lose their right to pump water.
"Both Reno and Sparks have acquired water rights by acquiring ranches peripheral to the city limits. The water rights came with those. There is very little in the way of additional farms or ranches to acquire. Reno tried to acquire water rights in the Honey Lake Valley in California, 60 miles north, but California put the kibosh on that. Las Vegas is trying to acquire water rights from northeastern Nevada, 400 miles away, something that is bitterly opposed there.
"You mentioned collecting water off of roofs. Understand that between April and September or October there is very little rain. Most precipitation falls in the winter and the snowpack in the mountains is very critical, because that determines if there will be water enough in the summer. Lake Tahoe has a dam that holds water to a certain elevation above its natural rim, which is determined by federal law. Reno has storage enough through Lake Tahoe and reservoirs for 3 years of no snowpack. I've seen droughts that lasted that long.
"Sparks would be the one to decide if they want to acquire property 10 miles east of the city limits to build residences there. That would mean that Sparks would have to extend full city services that far, and would not gain any water rights by so doing. Honestly I do not see that happening.
"Water rights here are critically important and most people in the know are conversant on them. I remember a few summers ago when the owner of a ranch in Carson City tried to sell 30 acre feet of water rights to Douglas County, the next county to the South. There was a storm of controversy! You would have thought Benedict Arnold had risen from the dead and walked again! The sale was rescinded."
Cheers!
carsonight * 2 days ago
"I'm not trying to win an argument or put you down. I'm simply explaining how things work out here in the driest state in the nation.
"The industrial park has a certain quantity of water rights. Understand that water rights are bought and sold in acre feet. One acre foot is enough water to cover one acre to the depth of one foot, and is considered sufficient water for two residential dwellings or four apartments. The current price of an acre foot of water rights is something between $50k and $100k. This assumes that somebody has them and is willing to sell them. Before somebody can get a building permit they have to present proof that they have the water rights, even in town.
"The difference is that once that building permit is given the town takes responsibility for providing water, whereas those outside the city limits are subject to junior status as a holder of water rights. This means if there is a severe drought and the water table drops too far, they will be the first to not be allowed to pump water out of a well anymore. The industrial park has senior water rights, but if the drought is severe enough they too could lose their right to pump water.
"Both Reno and Sparks have acquired water rights by acquiring ranches peripheral to the city limits. The water rights came with those. There is very little in the way of additional farms or ranches to acquire. Reno tried to acquire water rights in the Honey Lake Valley in California, 60 miles north, but California put the kibosh on that. Las Vegas is trying to acquire water rights from northeastern Nevada, 400 miles away, something that is bitterly opposed there.
"You mentioned collecting water off of roofs. Understand that between April and September or October there is very little rain. Most precipitation falls in the winter and the snowpack in the mountains is very critical, because that determines if there will be water enough in the summer. Lake Tahoe has a dam that holds water to a certain elevation above its natural rim, which is determined by federal law. Reno has storage enough through Lake Tahoe and reservoirs for 3 years of no snowpack. I've seen droughts that lasted that long.
"Sparks would be the one to decide if they want to acquire property 10 miles east of the city limits to build residences there. That would mean that Sparks would have to extend full city services that far, and would not gain any water rights by so doing. Honestly I do not see that happening.
"Water rights here are critically important and most people in the know are conversant on them. I remember a few summers ago when the owner of a ranch in Carson City tried to sell 30 acre feet of water rights to Douglas County, the next county to the South. There was a storm of controversy! You would have thought Benedict Arnold had risen from the dead and walked again! The sale was rescinded."
Cheers!
About that 9 years lead. You say that like it means something.
Windows CE was released in 1996. Symbian 1998, and iOS was as late as was 2007
Before you laugh, I need to remind you at that time windows was still the King. And symbian was used in Nokia phones.
The important thing is whether the front runner is maintaining the lead. Do we have enough evidence that they are? Do we have infor on how quickly they can deploy to another city, constructing high res map? Retrain the over fitted model?
Did you see any indication that Tesla is basically offering insurance more directly? or just a guess? If this is true, that's great. I would switch.
Buckminster
Active Member
Answer is for Grimes to step up - Board member (comms) - night shift!
Causalien
Prime 8 ball Oracle
So... Why haven't you guys hooked up a water pipeline to Canada yet?
Except that accessing the biggest and arguably most important market in the EU as a foreign (US....) marque, and EV at that - will greatly improve consumers acceptance if the factory is located there.
Think: to the general consumer a great EV by the Apple of EVs actually built in Germany to perceived German quality standards and by German workers will enjoy significantly better acceptance than the same great EV by the Apple of EVs built in the neighbouring low-cost production economies. There is a reason (in addition to the political one) that the Big 3 (BMW, Daimler, VW Group) still build the majority of their cars in Germany, instead of running for the low-cost countries.
Of course don’t look too closely to their supply base.....that has long spread all over the world.
Maybe from your US perspective: do you think Tesla would have done equally well if Fremont (or GF1) was located in Mexico?
RobStark
Well-Known Member
Last year Americans bought 61k Made in the USA BMW X3s.
And 70k Made in Mexico Audi Q5s.
As you go up the price scale people care more about origin of Manufacture.
Model S, Model X, and Roadster should remain in California.
Model 3 and Y are less relevant. Model 2 origin of manufacture is irrelevant.
I wouldn't buy a Model 3 Made in Moldova but it doesn't have to be one of the most expensive regions in Europe either.
RobStark
Well-Known Member
USA ranks according to Alexa.com
Tesla.com 442
BMWUSA.com 1873
MBUSA.com 2277
AudiUSA.com 2742
Lexus.com 3693
Artful Dodger
"Ducimus, lit"
Everytime a toilet flushes in Victoria, the Governor General phones the Queen.
But yeah, it'd be better to export water instead of dilbit.
Cheers!
Lycanthrope
S3XY old dude
I'd say neither, they are managing funds, which to my opinion requires an approach between the two
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