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

[winfield100]

I'm surprised there's been no mention of the insideev's estimate this morning. 13,950 Model 3's for May.

how come there are still Volt's? i thought they were Discontinued or some such

 

[Swampgator]

Its an "estimate", while good numbers must be taken with a grain of salt. Remember Bloomberg's esitmate of Model 3 sales from Q1?

They have a good track record of being very close to actuals.

 

[FreqFlyer]

View attachment 415392 This guy seems legit. Wonder if this is the reason we are bouncing so hard. Buckle up

Icahn is bad news, I remember how he pillaged TWA. Then again, he took a strong position in Apple, and tried to make some noise about returning cash to shareholders and then sold his shares. He learned pretty quickly you can't shake down a tech company like you can old school corporation.

 

[urarthur]

Tesla sold more Model 3s in the US in May than all BMW cars combined. 13950 vs 13566

So much for the weak demand thesis

Great numbers, April+May sales for S/3/X is almost as much as Q1 sales and we still got a month to go where almost all months production is dedicated to US only.

 

[elasalle]

problem is activist isn’t necessarily a good thing for LT shareholders who believe in core mission.

then again, the way the game is played, not much we can do. elon and consortium would/should have anticipated that type of chess move many years ago

What % of float must Activist Investor obtain, to force an outcome give EM's/Kimbals ownership ?

 

[JusRelax]

how come there are still Volt's? i thought they were Discontinued or some such
View attachment 415405

Because, you know... some car manufacturers have these things called dealerships.... they 'sell' their cars to these 'dealerships', but those 'dealerships' still haven't sold them to the final customer. Yes, I know, an antiquated idea, but it does still exist.

I believe InsideEVs numbers don't count vehicles as 'sold' though until they reach the final customer.

 

[Prunesquallor]

View attachment 415405

Perhaps the trigger for some of the analysts reversal on the "no demand" mantra.

 

[j6Lpi429@3j]

The latest US figures are good, and put an end to some of the more frothing lunatic bullshit from the TSLAQ maniacs, but the total figures, including Europe, will be even better. I get the impression that TSLAQ is a 95% USA phenomena. I bet most of them could not find Europe on a map, so will be interesting to see how much they deflate when realizing may sales outside the US > 0.

 

[Boomer19]

What % of float must Activist Investor obtain, to force an outcome give EM's/Kimbals ownership ?

not sure if that’s the point. even a few percent won’t prohibit all the desk pounding that activists do “in the name of the shareholder” and media attention it will garner to sway public perception to their desired outcome...good or bad for LT company/investor prospects

if rumor true, we’ll see

 

[Nocturnal]

Does anyone else think there is a tipping point where EV saturation in a given market reaches a certain % which will force people to realize that they are a practical option? (i.e. charging and whatnot isn't a problem) I know people in general aren't very good at changing their opinions based on new information, but if you start seeing Model 3s everywhere only the really dumb people will still insist that they aren't realistic vehicles.

The latest US figures are good, and put an end to some of the more frothing lunatic bullshit from the TSLAQ maniacs, but the total figures, including Europe, will be even better. I get the impression that TSLAQ is a 95% USA phenomena. I bet most of them could not find Europe on a map, so will be interesting to see how much they deflate when realizing may sales outside the US > 0.

I firmly believe that a vast majority of TSLAQ people, at least the ones out there on social media being stupid, are the same group that runs around saying that climate change is a hoax and that Obama is a secret muslim.

 

[urarthur]

I'm surprised there's been no mention of the insideev's estimate this morning. 13,950 Model 3's for May.

This + S/X is a whooping 61% EV market share in US.

 

[Boomer19]

Does anyone else think there is a tipping point where EV saturation in a given market reaches a certain % which will force people to realize that they are a practical option? (i.e. charging and whatnot isn't a problem) I know people in general aren't very good at changing their opinions based on new information, but if you start seeing Model 3s everywhere only the really dumb people will still insist that they aren't realistic vehicles.

yes - law of diffusion of innovation says
~ 15-18%

 

[Swampgator]

Tesla Model 3 also outsold all Mercedes cars in the US in May. 13950 vs 11180

 

[Tslynk67]

Guess you all saw the IEVs numbers already (sorry I'm like 13 pages behind, still catching up from being away at the weekend...)

Pretty decent I'd say, given that Canada seems to be busy and a lot went on boats... In fact seems to be more M3 than Q1 already...

Tesla Update: Monthly Plug-In EV Sales Scorecard: May 2019

 

[Todd Burch]

Where are the "It's official: SpaceX is again worth less than Tesla" headlines?

(Not sure if that actual boundary has been hit nor that it matters who is worth more...just pointing out the stupidity of some of the media).

 

[Nocturnal]

yes
~ 15-18%
View attachment 415414

I need to go read that book again. One of the handful I saved after business school.

 

[neroden]

Hi. I'm a new TMC member and have had some lingering questions for a while. If I get something wrong, please correct me.

I currently do not own a Tesla nor do I have any positions, and although I do like EV I have some reservations about Tesla's promises.

Thery're not promises. They're aspirations.

Musk is way, way, way, way, way, way, way too optimistic. Add at least 6 months to any of his projected timelines. For self-driving, add years to it.

Let' start with robotaxis. Am I to believe that there will be driverless taxis?

Well, I don't believe there will be any time soon, at least not in the general case (rather than special fenced situations).

In my investigation of Tesla I have been extremely impressed with Tesla's auto-pilot. True, there's some major glitches, but Tesla is pretty good.

Yes, Tesla's system better than everyone else.

Anyway, sorry to make my first post a somewhat negative one, but that is what drove me to sign up and post. Thanks for your consideration.

You're not wrong.

 

[Boomer19]

I need to go read that book again. One of the handful I saved after business school.

tell me about it...
what i dont know could fill 10 libraries of congress.

 

[urarthur]

What % of float must Activist Investor obtain, to force an outcome give EM's/Kimbals ownership ?

Tesla shares would crash if Musk is pushed out. No activist investor is that stupid, and besides, Musk's large shareholdings makes it quite unlikely for that to happen. Tesla's revenue growth is extraordinary, surely part of is is due to Musk's brilliant management style.

 

[neroden]

FWIW, the benefit of super-safe autopilot that is basically hands free for 99% of the time but still requires a driver is still of HUGE financial value,

I agree. I know so many poor drivers who would really love to have a "backup driver", even if occasionally it told them "wake up!". Hopefully mostly in slow-speed situations. If the autopilot could handle all the high-speed driving which required fast reaction times, so that they were only handling the low-speed parking lot / cops-directing-traffic stuff, they'd be *very* happy.