Thanks for taking the time. I assumed that everyone except me already knows this stuff.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I honestly, no-bs, really for real, think this stock price will quadruple in the next 18 months.
Causalien
Prime 8 ball Oracle
You get bigger amounts if your family is richer frim your immediate family. Which means parents and grandparents. 6 in total with the one child policy.
Tge token amount is for more distant family members as a token.
Artful Dodger
"Neko no me"
You are missing the point. Tell us why Tesla continues to make Cybertruck in 5+ years if they have a new process that makes a better truck for less money? There might be reasons. Spare legacy capacity? Perhaps. But 'Cyber' won't be Tesla's mainstream manufacturing technology used for the next generation of products post-2024.
I am not arguing that Cybertruck isn't a necessary step. It is, because it accelerates taking the most polluting vehicles in America off the road by 5 years. I'm just saying 'Cyber' is not the LAST step. Look ahead!
Cheers!
So we're at 360, kinda like a year ago. I feel like we've come full circle.
I'll show myself out.
Deutsche Bank (DB) published their takeaways from their AutoTech Conference in SF on Tuesday. Martin Viecha represented Tesla. Other OEM’s in attendance were Ford and GM.
Tesla Takeaways:
In China, Tesla is waiting for final governmental approvals so deliveries can begin. DB thinks these approvals may be related to Tesla being exempt from purchase tax. This may push deliveries to January. DB points out that the timing of deliveries could help/hurt overall margins. Tesla would not have to recognize the related costs if they don’t deliver any MIC cars, though margins would suffer if they were to deliver before year-end due to the absorption of very high fixed costs.
Tesla recently began delivering in South Korea. Tesla believes that South Korea could potentially be a bigger market than Norway due to the large subsidies. The ASP starts at roughly $27k in the country.
Tesla explained why accounts receivables has been elevated in recent quarters. It is due to a large gap in timing between vehicle delivery and cash collection from European banks. The gap in Europe is 28 days, China is 7 and US is 3. Due to the large increase of Model 3 sales in Europe this year, A/R has jumped up.
Non-Tesla Specific Takeaways:
There was a lot of buzz at previous AutoTech conferences on fully autonomous cars. This year, the conference confirmed that the tech (Level 4/5) is most likely further away. The focus in the next few years will be the quick adoption of Level 2+ products.
DB is projecting an EV share in the teens by 2025 and over 25% by 2030. They believe that the companies that attended largely share these projections.
Tesla Takeaways:
In China, Tesla is waiting for final governmental approvals so deliveries can begin. DB thinks these approvals may be related to Tesla being exempt from purchase tax. This may push deliveries to January. DB points out that the timing of deliveries could help/hurt overall margins. Tesla would not have to recognize the related costs if they don’t deliver any MIC cars, though margins would suffer if they were to deliver before year-end due to the absorption of very high fixed costs.
Tesla recently began delivering in South Korea. Tesla believes that South Korea could potentially be a bigger market than Norway due to the large subsidies. The ASP starts at roughly $27k in the country.
Tesla explained why accounts receivables has been elevated in recent quarters. It is due to a large gap in timing between vehicle delivery and cash collection from European banks. The gap in Europe is 28 days, China is 7 and US is 3. Due to the large increase of Model 3 sales in Europe this year, A/R has jumped up.
Non-Tesla Specific Takeaways:
There was a lot of buzz at previous AutoTech conferences on fully autonomous cars. This year, the conference confirmed that the tech (Level 4/5) is most likely further away. The focus in the next few years will be the quick adoption of Level 2+ products.
DB is projecting an EV share in the teens by 2025 and over 25% by 2030. They believe that the companies that attended largely share these projections.
Never let the facts get in the way of a good story.Must be one of those conservative jokes that loves to poke fun of California. Because according to this:
LAWYERS PER CAPITA BY STATE
New Jersey actually has more lawyers per capita than California.
How can CO sensor/shutoffs not be required for all ICE cars?
Good idea. You just inspired me to do the same.
I agree that the reservation number is RN-113,16x,xxx. Considering that the 'offset' between posted RN's and the actual order rate is constant:
Which offset was caused by the order system overload technical difficulties in the first couple of hours, resulting in duplicate orders and cancellation - that offset has not grown over the several days of time-span that Elon disclosed Cybertruck order levels.
The first reported order number was RN-112,745,000 about 5 minutes into the order process. The "offset" in the graph above is 30,000 ± 1,000, which means:
113,160,000 - 112,745,000 - 30,000 = 385,000 Cybertruck pre-orders on 2019/12/12
With better than ±5k units of statistical confidence I believe. Even with a slower new order rate we should hit 400k Cybertruck pre-orders within a couple of days I believe.
My reservation number is indeed RN113,16x,xxx.
Are we developing a TMC language?Broken Treesissyone
Edit: no, Treesissytoo
davecolene0606
Member
What!? The headline didn’t call out the manufacturers name?
IM SHOCKED...
Fire Away!
“It’s the batteries, stupid”
Sibilance is the seduction of that sneaky snake in the garden, the cost of ssknowledge.
How about some predictions, anybody wants to volunteer? Just for fun.
1. Tim Seymour's covering PT is reached - when
2. Max SP before delivery numbers are announced.
3. Max SP the next day
4. Today's close - you have to guess a precise number (between 358 and 360)
5. Same for tomorrow.
1. Tim Seymour's covering PT is reached - when
2. Max SP before delivery numbers are announced.
3. Max SP the next day
4. Today's close - you have to guess a precise number (between 358 and 360)
5. Same for tomorrow.
Don’t need to imagine. It happens all the time.
larmor
Active Member
The machine that makes the machine-- that is probably why they placed GF4 near Berlin,Yeah, read Tesla patent on the giant casting machine. They think eventually they can do an entire unibody as one injection-molded part. The result will be lighter, stonger vehicle that's cheaper and faster to produce, even compared to flat-plate cold-rolled stainless steel, and it will have none of its design limitations imposed by machining/forming. I have no doubt that this is where they're headed. It'll just take time to get to develop die cast metal foam manufacturing tech. Maybe 5+ yrs? In the mean time: Cybertruck.
View attachment 487466
Elon he talked about the machine that makes the machine years ago. Months ago, he talked about ramping production to 20M per year. That's more than VW & Toyota combined. You don't get there without thinking outside the box.
Cyber has its place, but its not the destination. Its a means to an end.
Cheers!
From Cramer's recent video, it appears some banks or institutions with money want in on the next GF(s) funding, because GF was proven in Shanghai, and tesla has recently said, need to have local factories for streamlined distribution.
I don't disagree, but my guess is that trucks in the future will be angular rather than curved regardless of process.
StealthP3D
Well-Known Member
Never - we will find out he lied about being short and then had to keep the charade alive.
What the heck! Why would you try to limit us to a $2 spread? Are you implying TSLA is so predictable you already know where it will close (within $2)?
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