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

[Tslynk67]

I think the Germans are much more willing to let the future eat the present.

I know it's silly but I'm on pins and needles wondering if my 11/15 360 call will do anything. I feel like we have been walking this line with a slow uptick all week.

I'll put you our of your misery: not a hope in hell, sorry

I mean seriously:
- M3 wins best mid-size car against Audi and BMW in Germany
- GF4 location announced with what appears tone favourable conditions and open arms from, yes, Germany
- Consumer Reports re-admit Tesla into the recommended section

And still they're walking it down below $350

I do hope you get something out of it, but seems a lost cause this week with the massive puts and options expiring.

 

[LN1_Casey]

WTF, I just received today's closing price from Tesla????

View attachment 476946

If this ends on the nose, something's gotta be up. The matrix glitched or something.

 

[LN1_Casey]

The argument goes that the overall energy demand of the transport sector should be reduced by having less and smaller and more efficient cars on the road.

Smaller, yes, but few vehicles are as efficient as a Tesla.

They may as well argue for 100% motorcycle use for single occupancy vehicles.

 

[woodisgood]

If this ends on the nose, something's gotta be up. The matrix glitched or something.

Someone else received an email like that last week or early this week @anthonyj ?

 

[lklundin]

Today in the Berlin state parliament there was a debate about the current state of the Berlin economy. All speakers welcomed Tesla´s decision to invest in Berlin. However there are some voices in the socialist and green party that are quoted in the media with critical opinions about Tesla producing oversized SUV in the planned factory. We have had an intense debate about SUV´s when there was a severe accident when the driver of a large SUV lost control and killed several people this summer. Also there is a big issue with the space large cars occupy in crowded Berlin. Further background is that the transport sector misses the national CO2 reduction targets by a large margin and rising SUV numbers are mostly blamed for that.

Why is the Model Y classified as a CUV / SUV ? This would imply an off-roading capability that it will not at all have (given that it will be built on a Model 3 chassis).

The problem is that in German the "U" gets translated to "Gelände", i.e. terrain as in off-road, which in my mind makes little sense because even with all wheel drive, the car is not suitable for off-roading - and also does not present the risks to pedestrians that an actual off-roading vehicles does.

 

[Tslynk67]

Don't disagree with you folks, but when CR dropped Tesla's recommended rating we lost 10% from the SP, or something similar

CR can shove it up their rear end, I don’t buy products base on their senseless claims. Next time they don’t recommend a product, it’ll be in my house. I’ll take two.

It was just a big slap on CR's face. It has been very tough on Tesla and too friendly on reviewing its competitions (like Audi' E-Tron). The thing is other than $TSLAQ type no one cared or believed what it says. People kept buying the car. The longer CR does that the more of its irreverence will be shown. It just HAVE TO do an about face. Probably still no one cares.

 

[anthonyj]

Someone else received an email like that last week or early this week @anthonyj ?

Ya last week I think

 

[clemens]

This is rather puzzling. Don't they understand that the Model Y is a quite small SUV? More pertinently, don't they know that Tesla cars are fully electric and emit no carbon dioxide?

Well to be precise there are still some CO2 emissions from the coal and gas power in the german energy mix if you don't charge 100 renewable...
But I think its more a matter of not knowing Teslas story and plans. Teslas are seen as large expensive luxury cars with brutal force by some environmentalists in Germany. Again, that's a majority, but they are there. They have never heart of the robotaxi idea and don't know how hard it is to produce a compact electric car with a Tesla typical range. So some assume Tesla doesn't care about the environment but is just another large car company looking for profits.
But overall, like stated above, it was a very positive reaction to the plans. A a lot of time was spent on the debate who made the deal with Elon and who was not involved

 

[wipster]

Of course not, but their goal would be to try and rally local activists against the giga, which would obviously be a bad look and have the potential to delay site prep and construction. That WOULD register for SP.

I forget the exact quote, but a local politician said it was pretty crappy wood (or something like that). Probably would have been cut down anyway.

 

[RobStark]

Still up YoY

 

[wipster]

Still up YoY

View attachment 476950

There is always tomorrow...
And most importantly, next Thursday!

 

[RobStark]

Tesla above Volvo,Volkswagen and Acura. Not bad. Weird Honda is 12 but Acura is 28.

Consumer Reports puts Tesla back on recommended list as reliability improves

 

[Mike Smith]

If I remember correctly, Consumer Reports doesn't give Tesla any credit for having way fewer parts that can have problems than gas cars. They just rate the reliability of the parts Tesla actually has. This makes the report useless.

 

[Tslynk67]

Why doesn't anyone just say that TOTAL vehicles were at an all-time high! Who cares about the US/world breakdown.

Because Charley Grant is a shill for Jim Chanos. Simple as that. SEC should be on him in a flash, but they're either totally corrupt or totally incompetent they don't bother.

 

[Ratanpara]

Perhaps I should update the fake subtitles that I wrote over five years ago for this "Downfall" parody.

Never get tired of watching this, it’s like watching Honeymooners over and over again.

 

[Tslynk67]

I loved how the CNBC host kept trying to cut Colin off, but he was on a roll, and just kept countering all the ridiculous statements Charley Grant was making.

And when I watched it, I got an ad first by, guess who? Yes, Credit Suisse - what an amazing coincidence!!

 

[RobStark]

If I remember correctly, Consumer Reports doesn't give Tesla any credit for having way fewer parts that can have problems than gas cars. They just rate the reliability of the parts Tesla actually has. This makes the report useless.

And credit shouldn't be given.

Most consumers don't care about theoretical reliability of design.

They care about actual reliability.

BTW All powertrains are very reliable in the first three years, even if not perfect. Differentiators is cosmetic defects and infotainment reliability.

 

[wipster]

Today in the Berlin state parliament there was a debate about the current state of the Berlin economy. All speakers welcomed Tesla´s decision to invest in Berlin. However there are some voices in the socialist and green party that are quoted in the media with critical opinions about Tesla producing oversized SUV in the planned factory. We have had an intense debate about SUV´s when there was a severe accident when the driver of a large SUV lost control and killed several people this summer. Also there is a big issue with the space large cars occupy in crowded Berlin. Further background is that the transport sector misses the national CO2 reduction targets by a large margin and rising SUV numbers are mostly blamed for that.

But the model Y that will be built in GF4 should be a counter to that problem in that it's a BEV and a smaller CUV/SUV. Plus it will be one of the safest vehicles on German roads, if not the most safe. All of those points need to be brought to the attention of socialist and green parties.

 

[mblakele]

I saved this for after market hours. There's no direct mention of TSLA, but I think it's relevant to Tesla's efforts at machines that build machines. There's also a bit about rockets.

Giant 3D printers for making boats, bridges, buildings and rockets
Printing bigger and faster

[...]

Since they appeared in commercial form in the 1990s, 3d printers have generally been employed in factories to make small things like prototype models, components of jet-engines and dental crowns. Now, a new generation of outsize printers is arriving. These are capable of turning out much bigger objects than previously possible, and printing them faster.

[...]

The Maine university printer is able to extrude material at a rate of 70kg (150lbs) an hour. At the moment it can make things up to 30 metres long, 7 metres wide and 3 metres high, but those dimensions could easily be increased by building a bigger gantry. The arm carrying the nozzle can also be fitted with processing equipment, such as an automated milling head to grind off any surface imperfections.

[...] an Oak Ridge system was used by contractors to print specially shaped moulds for concrete castings on the façade of a 45-storey building on the site of an old sugar refinery in Brooklyn, New York. Usually, such moulds are made out of wood by skilled carpenters and might last only three or four pourings, so builders get through a lot of them. But, Dr Blue says, the 3d-printed versions, composed of carbon-fibre-reinforced plastic, were able to survive at least 200 pourings.

[...]

3d-printed rockets, Relativity Space says, can be made faster and with fewer parts than conventional ones. The company has big ambitions. Its first rockets will be used to launch satellites but it hopes eventually to use its production system, which it calls Stargate, to print a rocket on the surface of Mars. When it comes to wondering what 3d printing is capable of, it seems, even the sky is not the limit.

​

 

[SW2Fiddler]

And credit shouldn't be given.

Most consumers don't care about theoretical reliability of design.

They care about actual reliability.

BTW All powertrains are very reliable in the first three years, even if not perfect. Differentiators is cosmetic defects and infotainment reliability.

The deal with the CR reliability rating, and CR's Jake admitted this on the Tesla Daily Podcast, is that they are ranking Model Year results from legacy auto mfrs, directly against "Model Year" responses for Tesla who do not keep things static over a Model Year. He admitted a Tesla built in Q4 of x year can be much better quality than one from Q1 of x year. Yet the rating protocols have not changed.