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

[SpaceCash]

 

[MP3Mike]

Don't get the bolded type. They are a smaller demand product for sure but let's face it the Model 3 and probably the Model Y isn't for everyone especially a large family or those needing cargo space. I doubt people needing more room in their vehicles are going to buy a truck or a semi. The S&X form factors fill the need well for many and I don't see that changing. I have a Model 3 and love it, but I also wouldn't give up our Model S. Absolutely love it for longer road trips and loading some large things in the back. Model X was too big for our needs.

I think he was trying to say that it would be better for the company, and the mission, if they stopped making the S&X and used that low-volume production space, to make higher volume Model 3 and Model Y vehicles. (And pickup.)

Tesla can't make the perfect car for everyone, for the mission they need to concentrate on the higher volume/less expensive vehicles.

 

[EVNow]

Yes, Elon said 1k/week Model Y possibly "by the middle of 2020", which is by June 30.

That would not be my interpretation. Mid to me is May-June-July. If he says Q2, it would be by June 30th.

 

[bhtooefr]

Hell, I don't need any more power. I keep the car in sport mode because it feels like ludicrous mode is dangerous. I could use 5% more range! How about a range improvement Elon?

IIRC range improvements were mentioned too.

 

[Prunesquallor]

The shorts are saying that 75% of the profit is directly attributable to ZEV credits. So according to them Tesla is still not convincingly structurally profitable.

LOL. At worst this is implying that Tesla is the only one producing ZEVs that people are buying.

 

[Artful Dodger]

whud eye miss?
that's right, missed nuthin
(didn't sell a share)

 

[bhtooefr]

Thus is pretty much why I told that shorty student with no exp to get his head checked. Most shorts has never experienced margin calls and don't know the sequence of events.

Yeah, that's why actual shorting is so ridiculously risky.

The retail shorts will get a call during the day and get liquidated. The ones with good relationship will get a call at closing. The market makers will get 3 days.

The reason why retails get liquidated right away is because they usually naked short with everything on margin. A 20% move usually means you now have negative net worth and getting more negative by the second. Your brokers will work hard to liquidate this first before informing the customers vause ultimately, they don't want to chase after you for the debt.

Market makers usually have other collaterals and are not retards shorting with everything so they should for a while.

That sounds like... slow burn as retail shorts get forced out, possibly even preventing a MMD tomorrow (granted, I also expect with strong profit on the back of operational improvements, institutions will also be piling in, and I feel like any MMD would be repelled)? Excellent.

Mix Burgundy Wine Marinade seasoning, water and wine. Marinate bear in burgundy wine marinade for 24 hours. Keep in a refrigerator, turning at least once, 3-4 times would be great. After marinating the roast, place in a baking dish. Use 1 cup burgundy wine marinade and 4 tbs. of melted butter or margarine to baste the roast, cover dish with aluminum foil and roast approximately 2 1/2 hours or until it is well done at 350 degrees.

 

[Southpasfan]

And I don't think many will be able to do their own software and rely on 3rd parties and all that could bring with it. Extra costs as not in-house and not as much control, especially when updates are needed. As it is only a few will be producing their own batteries.

No one ever mentions that it takes an entire new structure for an existing company to have EV to be made in any scale. Using an existing car does not cut it, other than making a few so you can say you made them.

Not only that, making an EV model of an existing model basically cuts into your own existing sales. Its a purely defensive move. The only result of a great, fully EV BMW 5 series is less ICE sales for BMW.

Finally, you can see the cost to Tesla, the other legacy automakers will have the same costs.

VW is the only automaker anywhere near volume production.

 

[Prunesquallor]

Am I the only one that thinks the imminent unveiling of GigaEuro plans is the most exciting thing announced?

Talk about demonstrating confidence in future growth and expansion...

 

[EVNow]

Any ER call transcripts out yet ? Couldn't tune into the call.

 

[ElectricOrgan]

With zero advertising, three models, and all fairly expensive cars they are selling them as fast as they can make them.

Its possible to have so much in capital expenditures that you might have profit swings, but anyone who actually owns one knows the demand is not going down any time soon.

I don't know that. If I could get my money back, I think I would. I will say autopilot is pretty nice, but I'm going to have to start paying rent at my service center.

 

[BornToFly]

It's not selling of anything that triggers wash sale. It's the buying of something (similar) within (+ -) 30 days of selling something at a loss. To wit, when did you buy that 2021 call?

I bought the 2021s in May, so I'm ok there.

 

[ElectricOrgan]

What a evening....and I got a notice I have a new software update.

If it tells you it will take 25 minutes, don't believe them. It will take an hour before you can drive the car again.

 

[elasalle]

Can all these exuberance postings be moved out of main please
Personally would have liked to give a like to all the postings after hours.

Congrats to US LONGS

"Take be back to Paradise City!!
"You Wanna antagonize me. Antagonize me MF(MM). Get In the Ring MM, and I'll kick your Bitchy Little Ass P.U.N.K" ....

 

[Unpilot]

If it tells you it will take 25 minutes, don't believe them. It will take an hour before you can drive the car again.

Ain't my first rodeo....and for some reason you seem very "concerned" about a lot of stuff.

 

[Curt Renz]

Transport Evolved - this evening:

 

[Prunesquallor]

What a evening....and I got a notice I have a new software update.

My car luuuvs those, even though they interrupt his time on Facebook or BitCoin mining or whatever he’s doing.

 

[MP3Mike]

Any ER call transcripts out yet ? Couldn't tune into the call.

You can listen to the CleanTechnica YouTube video of it:

(1.5x speed helps.)

The official recording is available as well: https://edge.media-server.com/mmc/p/z7r768gm

 

[Joe F]

Man did I pick a bad time to be wine tasting at Biltmore Estates. Nothing worse than seeing the after hours pop while standing in a stupidly long line, and wishing I was back home. Read the tea leaves wrong, expecting the shorts to push it down. So glad I had faith and glad to be long. Congrats to us longs. Can’t wait to see what the future holds!

 

[UncaNed]

Nurburgring update: driver is apparently well, but Andreas Simonsen drove the red Plaid prototype into a guardrail on Monday, shortly after this picture was taken:

View attachment 469101​

It was raining on Monday all day - not sure why they risked it. The car is probably totaled for the purposes of this week's testing.

The blue prototype is still available, but it's unclear whether it's as fast as the red one.

Perhaps those... um, air-blaster-jet thingies they're gonna offer in the Roadster... could become miniaturized, one-time use external airbag-like safety devices of the future to avoid things like this...