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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Australia in particular is going to be a huge market for Tesla, especially S. Australia. No worries there mate!
Aswath Damodaran -- who as you point out is a longtime TSLA bear -- recently became a TSLA shareholder. Only goes to show how beaten down the share price is. Aswath Damodaran on Twitter
I doubt he sticks around as a shareholder for very long since he still seems skeptical about the company, plus his valuation is low ($180/share) based in part on ridiculously pessimistic estimated growth rates. But it's an interesting development ....
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RobStark
Well-Known Member
Didn't know. But I'm glad he didn't disappoint on this front.
However, the article says "The agreement runs through 2017." He might be available for Tesla.
They are still running commercials with Leo.
So they must still be paying him.
Leo used to be an ambassador for Fisker too. How did that work out?
I had one of those and returned it after a year full of issues. I got tired of the staring too.
I just told someone that a six-year-old Model S was better than any brand new gasoline car. And I really do believe that that is clearly true.
Which is pretty bad.
That's the most important point. There's going to be tons and tons of stuff which is necessary for full self-driving but isn't in the spec. Their specification is *woefully* incomplete, as is everyone's. The specification is the hard part of self-driving, and it will take many many many many iterations to get it right. So "feature complete" is worthless -- it just means they haven't been working hard enough on figuring out what additional features they need.
I hope they don't claim to be feature complete any time soon, and I hope their target date for "feature complete" moves further into the future quickly, because that would indicate that they are making fast progress on figuring out the additional features they need. Right now I see extremely slow progress at figuring out what features they need.
Well, it actually WAS made up.
It's been fully debunked. Most of it is just flat out false.
Here in reality, transportation generates far more global warming / ocean acidification than the difference between animal agriculture and plant agriculture. (A huge portion of agriculture carbon emissions are, of course, from using fossil-fuel powered vehicles, like tractors, which are used heavily in vegetable agriculture.)
(There is one thing which is true: eating animals which are fed grain which humans could have eaten is wasteful. Eating animals which eat plants which humans can't eat is the more traditional and sustainable form of animal agriculture.)
Rimac's system is essentially what's been standard on electric multiple unit trains for decades. I've actually wondered why Tesla didn't do it to start with.
I have been assuming that it's a cost issue of some sort.
OT
Well, I am about to buy a used 2013 Model S to go with the one I already had. So I'm there with you.
You know, if enough of these are converted into service vehicles, ours will genuinely become collectible classics.
The "pre-facelift, purse slot" models were only produced from 2012 through early March 2016 -- there are fewer than 200,000 of them. Pre-autopilot models like ours were only offered from 2012 through October 2014 -- there are fewer than 50,000 of them, fewer than the first generation Corvette. Many classic cars, like the Mustang, had over *500,000* produced in their "most classic year".
The first Model S was a major milestone in the history of electric cars (second only to the Roadster and perhaps the t-zero). With the population of the early-model-year Model Ses declining, at some point they'll be in demand for museums. Every one which is gutted increases the collectability of the remainder.
Well, I am about to buy a used 2013 Model S to go with the one I already had. So I'm there with you.
You know, if enough of these are converted into service vehicles, ours will genuinely become collectible classics.
The "pre-facelift, purse slot" models were only produced from 2012 through early March 2016 -- there are fewer than 200,000 of them. Pre-autopilot models like ours were only offered from 2012 through October 2014 -- there are fewer than 50,000 of them, fewer than the first generation Corvette. Many classic cars, like the Mustang, had over *500,000* produced in their "most classic year".
The first Model S was a major milestone in the history of electric cars (second only to the Roadster and perhaps the t-zero). With the population of the early-model-year Model Ses declining, at some point they'll be in demand for museums. Every one which is gutted increases the collectability of the remainder.
TSLA's Accumulated Deficit at 3-31-19 was $5.9+ Billion. Without the regulatory credits alone, i.e. not counting the benefit of FIT credits, the Accumulated Deficit would have been ~$8 Billion.
Many would not consider that level of losses "a cost effective solution”, but obviously here YMMV.
200,000 is not a small number. These cars won’t have collector status for a decade or more. The original roadster on the other hand is quite rare. Nobody is going to value a pre autopilot car as more valuable because they look nearly identical to auto pilot cars. I do expect the cars to not drop below $20k for the most part unless something horrible starts happening to the batteries. If Tesla ever offers a replacement 100kwh pack for older cars at a price of $15k or less, the older cars will increase in value. Same if a third party does.
dqd88
Member
Really? I mean, economics of industrial chemistry is quite complicated, but it seems utterly trivial. If the price goes high enough what's the problem? With a moment's Googling, I promptly found some lab articles about synthesizing nickel sulfide from nickel to get *really* high grade nickel sulfide.
In fact, it appears from what I can find that processing of the (apparently fairly common -- 40% of all primary nickel deposits, and 58% of world nickel production) nickel sufide ores first separates out the nickel sulfides, and then converts them to elemental nickel.
They could just, well, stop doing that. If battery nickel sulfide prices exceed the prices of metallurgical nickel by enough to cover the difference between the nickel sulfide purification costs and the costs of converting nickel sulfide into metallurgical nickel, they will stop.
The primary problem with producing nickel sulfides appears to be iron removal, which is a pain.
But in the short term of a few years it seems like just redirecting existing nickel sulfide streams away from making elemental nickel would do the trick.
Are they particularly pure or something? Lacking in cobalt sulfide and copper sulfide and iron sulfide and similar expected contaminants?
Have you watched "Ice On Fire" on HBO yet? There is a type of plankton (?) that is being grown in underwater farms that reduces the methane output of animals by 90%. Definitely recommend. Scary but also hopeful, if we can get the fossil fuel influence out of government worldwide. Methane is the real catalyst with so much of it being released from melting permafrost... if it's not stopped or contained quickly, the world as we know it will not be around in 50 years.
This is just incorrect when it comes to purely grass-fed, organically raised cows.
Feeding non-organic cows unnecessary antibiotics is not only causing disease resistant superbugs, it's causing them to emit a lot more methane. And of course feeding cows on grain which humans could eat is very wasteful. But a healthy cow eating grass... is probably emitting less than the grass would if it decayed on its own.
Actually part of the agreement that producers signed to use Betamax was that they weren't allowed to distribute porn in that format.
This was expected, and I believe Tesla already raised the car prices to compensate, but of course Tesla had to try.
We'll have to wait for Congress to repeal the tariffs. Tariff Man won't.
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