Just because they patent something doesn't mean they are going to actually put it into production. For example look at the Tesla patent that shows scavenging battery/drive-unit heat to provide heat to the cabin. They never actually did that. (But a lot of people assume they did because they saw the patent.)
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Just because they patent something doesn't mean they are going to actually put it into production. For example look at the Tesla patent that shows scavenging battery/drive-unit heat to provide heat to the cabin. They never actually did that. (But a lot of people assume they did because they saw the patent.)
EVNow
Well-Known Member
What ? We were at 265 recently. So, at 230, SP is $18 above the recent lows and $35 below recent highs. In a month we have P&D report and in 2 months ER.
IMO, currently the downside risk is connected to macros, not TSLA. Not an advice.
? I'm quite sure the coolant loop runs through motor, battery and cabin.
Artful Dodger
"Neko no me"
If you decide the current price is too high, you can sell puts. At least you make money by not getting the shares.
Here are the latest charts on reddit comments in the daily discussion thread in the teslamotors subreddit updated for August. I put dummy values in for today and tomorrow since I have time to do it today and probably not next week.
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edit: I thought a hard number might also be useful. The Q2 monthly average was 446 and the Q3 average is 341 for the 2 months we have so far. That is a decline of about 23%. Of course the actual order rate may be higher, this is just the rate of people who post in reddit about it. My takeaway is that things still look solid by this metric.
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edit: I thought a hard number might also be useful. The Q2 monthly average was 446 and the Q3 average is 341 for the 2 months we have so far. That is a decline of about 23%. Of course the actual order rate may be higher, this is just the rate of people who post in reddit about it. My takeaway is that things still look solid by this metric.
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Price just dropped to 225 for you.
EVNow
Well-Known Member
Are you saying that you don't buy at a low?
Should I not have bought when the market was low?
Should I only buy at lows, but never recover said money, and thus never have any cash on hand?
There's was no attempt to "outsmart the market" involved. I put in some of my free cash that I have on hand. Stock went up. I took out roughly the amount of cash I put in (goal: maintain roughly constant free cash), so I'm back where I started, and my position is left in a better position when I started. What's the problem with that? And the market had gone down further? I just would have waited then, with less cash on hand, until I could shore up my free cash.
Pras
Member
So with insurance there could be two effect on bottom line.
1) assuming 200k customer sign up for Tesla Insurance, the effective annual revenue will be $300m (avg 1.5k a year premium). The insurance margin can be in 20-30% so this could add $60-90m in annual profit. CORECTION: I was corrected that Tesla only gets commission on this. Which means it is pure PBT impact of $45m. Less than I thought
2) the take rate for FSD will increase. Let’s say 10% more US customers buy FSD, it will directly add to a bottomline of 90m revenue and profit.
So the insurance can add a good $150m in PBT. This will grow sequentially as more people sign up for insurance.
1) assuming 200k customer sign up for Tesla Insurance, the effective annual revenue will be $300m (avg 1.5k a year premium). The insurance margin can be in 20-30% so this could add $60-90m in annual profit. CORECTION: I was corrected that Tesla only gets commission on this. Which means it is pure PBT impact of $45m. Less than I thought
2) the take rate for FSD will increase. Let’s say 10% more US customers buy FSD, it will directly add to a bottomline of 90m revenue and profit.
So the insurance can add a good $150m in PBT. This will grow sequentially as more people sign up for insurance.
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And you are quite wrong, the glycol coolant loop does not enter the cabin. (Well on the Model 3 it does to cool the MCU/AP computer.)
EVNow
Well-Known Member
My suggestion to everyone would be to use the "Trading" thread for short term trade discussions.
I can understand why some people get upset whenever someone else posts about selling & taking profit.
anthonyj
Stonks
So predictable with TSLA gap ups. Loading up my trading account at $223
Several times I have preached here about my over-fifty years of investing (Twenty as a money manager/broker) and my reasons for not doing anything other that buying equity shares and holding, if one wishes to create wealth. If you want to bend over dollars to pick up pennies, that's your business. Each to his own.
Artful Dodger
"Neko no me"
Intraday low was $224.42 SP bounced off the Mid-BB ($224.48 @ 09:45 EDT).
Still -$1 rge needed to fill the gap to yesterday's high ($223.40).
EDIT: 50-day Moving Average at 09:45 EDT: $232.42
Today's Intraday High: $232.40
Jus' Sayin'...
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If I just dropped the pennies, I'm going to pick them back up, not just leave them on the ground. And pick up that dollar that's on the ground at the same time.
And anyway, back to the SP: we're just following macros.
It can't be understated just how important the product principles of safety and security (on top of cost and performance) have been (and might be):
Tesla Model 3 gets the nod from police over cost and performance, bye-bye Dodge Charger - Electrek
Wonder what the indirect effects of having Police Departments adopt Tesla will have elsewhere...further Fire Departments and Paramedics.
Tesla Model 3 gets the nod from police over cost and performance, bye-bye Dodge Charger - Electrek
Wonder what the indirect effects of having Police Departments adopt Tesla will have elsewhere...further Fire Departments and Paramedics.
I split the difference and just bought 44 shares.
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