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

[printf42]

Coming soon to screens near you: reruns of the classic “Battle for 350”

Always epic, every time it plays.

That battle was done, the wall is gone, this time it just swoosh by.

Not advice.

 

[ProfTournesol]

Tesla rumoured to produce battery cells in Brandenburg - electrive.com

a rumor? how smart are they, this is a fact not a rumor.

 

[Right_Said_Fred]

Tesla rumoured to produce battery cells in Brandenburg - electrive.com

Why does this reporter/blogger think this is news? Everyone knows they plan to build batteries at every gigafactory. GF3 is the blueprint.

 

[GOVA]

That Elon's street racing in Cyber is doing its thing. Me thinks.

 

[mongo]

Tesla rumoured to produce battery cells in Brandenburg - electrive.com

One such job opening.

Apply engineering fundamentals and a broad set of process engineering tools to solve technical problems and create novel detailed designs for a wide range of systems from electrolyte to high purity water, involving unit operations such as pump and compressor systems, reverse osmosis, distillation, heat transfer fluid systems, etc.

Provide process engineering support to operations to help resolve process bottlenecks and other long-standing issues. Successful candidate will also be expected to provide technical expertise to the engineering/design team and other groups within Tesla as a subject matter expect (SME), and to mentor less experienced engineers.

Process Engineering Lead | Gigafactory Berlin (m/w/d) | Tesla

 

[LJS22]

Saw this on twitter:

The Tesladorian on Twitter

Just heard from someone who was at the tesla flagship store in shanghai. According to the guy he talked to, they are already delivering the MIC model 3 and all the cars they will produce until march have already been sold

I figured they are going to get enough delivered to secure 360,000 Tesla’s delivered this year. But this makes Q1-2020 more interesting. China is doing amazing work

 

[Chunky Jr.]

Here's the top story on Google for "tesla stock price" -->

It seems like 95+% of the negative sentiment around Tesla is due to a dislike of Elon and/or EVs in general. The remaining 5%, if that, has any basis on an objective reading of the company performance.

 

[StealthP3D]

Has to be at least partially due to unwinding of Friday’s smack down.

Yes, but times about eight!

Which makes me think the people manipulating this stock don't understand the dynamics very well. Either that or they think they can make it a "scary" stock by increasing the volatility.

 

[LN1_Casey]

Tesla rumoured to produce battery cells in Brandenburg - electrive.com

I don't understand why people are surprised about this. To feed the hungry beast that is mass-produced EVs, you have to have a lot of batteries. Gigafactory 1 is just meeting the demands of S, 3, and X currently, let alone future demands of Y, Cybertruck, ATV, and Semi. GF3 is going to have a battery cell building, why wouldn't GF4?

 

[Skryll]

A question for you investment experts that know all about this stuff... (and related to Tesla honest!)
Because I see tesla as pretty much unbeatable, I also made a few investments in a few tangential stocks which I think the growth in EVs and batteries would generate linked growth in. Two of them have done badly and I just *do not understand why*.

Here they are:
Kuka (robotics) stock ticker KU2:
KUKA AG (KU2.DE) Income Statement - Yahoo Finance
(I get that their profit has fallen but....how the hell? surely a robotics company is a license to print money right now?)

Sociedad Quimica Y Minera De Chile:Stock ticker: SQM
(Lithium producer... seriously surely another money license?)

The Global X Funds Lithium & battery tech ETF. (stock ticker: LIT)
This is getting silly...how can this be DOWN so much? surely everyone is investing in batteries and lithium?

Am I just super-unlucky and picking the worst stock in every category. Normally I'd sell Kuka as I am so down but part of me thinks Tesla, or somebody like Tesla will just buy them at some point. Market cap 1.5billion...

Tesla bought german Grohmann after german Kuka was bought out by chinese investors. So I think that consolidation already took place.

I never understood why the german auto industry let this happen.

 

[SOULPEDL]

Has to be at least partially due to unwinding of Friday’s smack down.

FYI, an alert came up on my TD Am screen stating that M3 demand in China is strong. Or maybe just pick a reason and you're correct anyway. Did anyone expect otherwise?

 

[ggies07]

Chris Paine Talks About Which Companies Will Rise & Which Will Fall As EV Revolution Moves Forward | CleanTechnica

The core challenge for electric cars is, the gas car industry makes money in the aftermarket. The real money is in selling you parts and oil changes. And electric cars don’t have that advantage, which is one of the challenges for Tesla in a way. They have to sell other things.

That's right, like $10/month data subscriptions, which as an investor I'm glad to see and as a consumer ok with it.

How do we live without oil? The fossil fuel villains are still out there trying to slow this down.

There are some heroes in the industry. Bob Lutz pushing the [Chevrolet] Volt through.

Oh Chris, you had me until you decided to reveal that you think Bob is a hero.....hahaha.

 

[StealthP3D]

Only on your personalised (personalized) news feed. Mine doesn't show that.

That's the top story on my Google page (whether I put "Tesla stock price" in quotes or not).

This is good. It helps attract all those rich pot-smoking boomers into becoming TSLA shareholders!

 

[Nakata]

Tesla Bull of the day.

Bull of the Day: Tesla (TSLA)

A day seems a bit short.

 

[Fact Checking]

Is it possible where you have the "phase 2 building?" labeled, that is actually the Phase 3 building for Model Y?

They are clearing ground in that area right now. The pictures show that it is an exact mirror image of the Phase 1 Model 3 building. (minus stamping which might be shared between Model and Y)

I agree, that's a very real possibility.

 

[StealthP3D]

There are some heroes in the industry. Bob Lutz pushing the [Chevrolet] Volt through.

The proper car to cite here is the Chevy Bolt, not the Volt. Even if Lutz pushed through the Volt, which I didn't know. That's a Hybrid, the Bolt is the BEV. Did the author get mixed up?

Oh Chris, you had me until you decided to reveal that you think Bob is a hero.....hahaha.

 

[LJS22]

That's the top story on my Google page (whether I put "Tesla stock price" in quotes or not).

This is good. It helps attract all those rich pot-smoking boomers into becoming TSLA shareholders!

It’s funny that launching rockets and wanting to go to Mars makes Elon Musk a visionary, genius, Iron Man...but selling selling cars makes Elon delusional, crazy, and a fraud

 

[Mkorpal]

Chris Paine Talks About Which Companies Will Rise & Which Will Fall As EV Revolution Moves Forward | CleanTechnica



That's right, like $10/month data subscriptions, which as an investor I'm glad to see and as a consumer ok with it.




Oh Chris, you had me until you decided to reveal that you think Bob is a hero.....hahaha.

Or the Supercharger network. That alone is going to make a fortune.

 

[SOULPEDL]

That Elon's street racing in Cyber is doing its thing. Me thinks.

Also a good reason for today's action (again, pick one).

CyberTruck is growing on me... and my wife! The money shot with Musk and his girl has to help sales to the macho personality.

Finally, the "Concept Car", brought to you by Tesla.

 

[jerry33]

Tesla bought german Grohmann after german Kuka was bought out by chinese investors. So I think that consolidation already took place.

I never understood why the german auto industry let this happen.

The German Auto Industry has always believed that EVs are niche only and will never amount to anything, so they didn't care. That attitude is now changing, but it's likely too late.