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

MC3OZ

Active Member
Jul 25, 2019
2,033
10,904
QLD Australia
Giga Nevada was supposed to do up to 150GWh of packs, so with further space improvements from DBE and other factors, maybe they could get close? Maybe not quite a TWh, but like 500GWh or something on along those lines?

Also, could it be that Battery & Powertrain Investor Day was postponed (partly) because they were waiting for further progress on their battery production facility?

An argument could also be made for starting fresh with a new efficient design like they've done with Giga 3? And then use the Nevada facility for other purposes such as Semi and Cybertruck.

I'm expecting Giga Nevada might expand cell production for Model 3, Model Y, Semi and energy storage.... I also think the Semi may be produced there...

With DBE they may no longer need he same size of factory as no drying overs, and less space is needed and depending on logistics may favour multiple smaller factories....

I think also the timing of the Investor Day is timed to feature an actual demonstration, if it was a PowerPoint they could do it anytime.
 

Highway2Heel

Member
Sep 29, 2018
333
2,846
Nashville, Tennessee
Steve, I drive a Tesla and openly advocate renewable energy and sustainable transportation. At work some would describe me as a heretic while others support me. Just as Tesla is a partisan subject in the general public so it is amongst utility employees, supervision, and management. I draw a great of attention to myself, because I speak out. I suppose that’s on me.

My view is that many utility employees consider solar power a minor annoyance and perceive little threat. I often hear stories of how expensive solar is and how solar companies are cheating customers; how solar leases are impractical and make homes unmarketable. Today, a supervisor explained to me in detail how EVs were powered from coal fired generation and far worse for the environment than internal combustion engines. It is difficult, if not impossible for me to hide my disdain. My hope is that I can someday better advocate renewable energy without angering those with different viewpoints.

In a nutshell, utilities are monopolies embedded into the Earth, literally and figuratively. Their culture of entitlement, nepotism, and cronyism has been entrenched for decades. All of their strengths are the weaknesses that will empower their disruption.

You’ve nailed it.
 

jkirkwood001

Supporting Member
Feb 20, 2018
949
2,080
Ottawa, ON
Careful with that thing. You are guaranteed an audit if asset in TFSA surpasses 500k.

And what CRA considers speculative behaviour is often very broad.

I think the Canadian federal TFSA is maxed at a cumulative total of $53,000 this year if my calculation is right. Anything over and you'll get taxed regardless, and of course it's strictly registered.

RRSPs have a maximum of $26,500 per year deductible. It's been around longer, and is proportional to your employment income. You could have "lots" in an RRSP.

Not tax advice!
 
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Rammstein

Member
Apr 20, 2017
261
1,989
Calgary
I think the Canadian federal TFSA is maxed at a cumulative total of $53,000 this year if my calculation is right. Anything over and you'll get taxed regardless, and of course it's strictly registered.

RRSPs have a maximum of $26,500 per year deductible. It's been around longer, and is proportional to your employment income. You could have "lots" in an RRSP.

Not tax advice!
I’m pretty sure that is your contribution max. The point of the TFSA is you don’t get taxed on your gains.
If this was true I would of been taxed long ago.
 

vwman111

Member
Oct 28, 2014
149
259
Not of this world
I think the Canadian federal TFSA is maxed at a cumulative total of $53,000 this year if my calculation is right. Anything over and you'll get taxed regardless, and of course it's strictly registered.

RRSPs have a maximum of $26,500 per year deductible. It's been around longer, and is proportional to your employment income. You could have "lots" in an RRSP.

Not tax advice!

$69,500 is the cumulative max you can contribute. That assumes you were 19 or older when the program started in 2009.

The issue/concern is for those of us who have turned that $69,500 into amounts $500k (as referenced by another post). I suspect many Canadian Tesla investors who leverage options in their TFSA (best place to do it, keep the buy and hold shares for the normal trading account) will have millions over the coming year(s). All tax free. The question is whether the Canadian Revenue Agency will audit those transactions or deem them to be taxable??? i haven't read anything about this anywhere.
 
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StealthP3D

Well-Known Member
Dec 12, 2018
8,629
63,219
Maple Falls, WA
I'd love it if Tesla bought Rivian. Their design is awesome, if only it had tesla plugs and could use superchargers.

If you like 1960s and 1970s cars. There was a point in my life that I thought an early 1970s Ford Bronco looked good. But it's not the 1970s anymore.

It's a moot point because Tesla will NEVER buy Rivian.
 

StealthP3D

Well-Known Member
Dec 12, 2018
8,629
63,219
Maple Falls, WA

kengchang

Active Member
Jul 17, 2017
2,145
12,734
California
WTH this Grace Tao Lin(Tesla China VP for External Affairs) was hinting GF3 might stay closed until Q2 or Q3 yesterday
Tesla China pushes back MIC Model 3 deliveries amid coronavirus outbreak

And today it will open again on Feb 10 as Zach said in the call?

Do opinions on this really need to change that often?
No, she was responding to a question

Q: Will this outbreak will affect the delivery schedule it? The car was expected to be lifted in the second quarter of the year. I don't know if it will be delayed to the third quarter

A: At present it seems that delivery will be postponed in early February after the Spring Festival, and we will try our best to postpone it until the epidemic situation improves. Develop various plans.
 

Seattle

Member
Dec 9, 2012
359
70
Bellevue, WA
I’ve worked as a solar inspector/electrical inspector for years. I’ve been employed in the electrical utility industry building and serving power generation, transmission, and distribution facilities for decades. I only mention this to emphasize my blue collar, nuts and bolts, boots on the ground view of the industry.

The bureaucracy that has metastasized the utility industry will be overwhelmed by the convergence of battery cost reductions married to solar power. This combination will capture large swaths of utility cash flows.

The utility industry is oblivious to the threat—incapable and unwilling to adapt—and despised by their customer base.

In the coming months I will retire from one the largest electrical utility in the world; my retirement hedged by ownership in Tesla.

Yes! I've had this idea for a few years, their billions or maybe trillions of investments will get degraded step by step by solar and battery power at home. They won't be able to monetize it. It will take a long time, like 10 years, seriously dent them.

Next question is how to profit from this. I read some giant hedge fund figured out how to short long term the us power industry. That's an investment I'd like make.. Separately from hoping this doesn't hurt your retirement, thanks for the great article.
 

Prunesquallor

His cardinal virtue? An undamaged brain.
Dec 19, 2018
2,785
28,207
Houston/Galveston
Really I mean closer to the main markets, I thought these are more on the East Side of the US than the West.. But Texas is more central than East ... so I guess I failed US geography...

Actually, you’re not far wrong when you look at a properly drawn map of Texas.

8925C032-5F47-4E70-B8D0-682B7E0075E5.jpeg
 

LeonHe

Member
May 2, 2017
15
105
California
WTH this Grace Tao Lin(Tesla China VP for External Affairs) was hinting GF3 might stay closed until Q2 or Q3 yesterday
Tesla China pushes back MIC Model 3 deliveries amid coronavirus outbreak

And today it will open again on Feb 10 as Zach said in the call?

Do opinions on this really need to change that often?

No, stop making FUD. Grace was simply replying to a customer (full of vitality J) on Weibo . The customer, whose estimated delivery was in Q2, asks if his delivery will be postponed to Q3 because of the nCoV. Grace replies that early Feb deliveries will probably be temporarily postponed due to nCoV, they will certainly catch up these postponed deliveries once the nCoV situation is better, and they are making various plans.
 
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M3Rider

Supporting Member
Oct 3, 2018
1,463
7,422
CO
Your statement is very irresponsible and completely inaccurate. The link you provided does not hint that GF3 might stay closed until Q2 or Q3. You just made that up out of thin air.
I'm quoting what the article said. Specifically the part
who noted on Weibo that MIC Model 3 deliveries will likely be pushed back, perhaps as far back as the third quarter of 2020.
You still insist I made that up?

My post also said that as of today the plan is to restart on Feb 10.

Honestly, that tweet is confusing. Maybe something was lost in translation.

Including by Teslarati.
 

Artful Dodger

"Ducimus, lit"
Aug 9, 2018
8,266
101,030
Canada
Patience, fortitude, and an omnivorous appetite for knowledge together with a synthesist’s mind comprise what ‘superpower’ I may have.
Indeed, NOBODY expected the Spanish Texas acquisition! Amongst our weaponry are such diverse elements as: fear, surprise, ruthless efficiency, an almost fanatical devotion to the Pope Musk, and nice red uniforms. ;)
 

Artful Dodger

"Ducimus, lit"
Aug 9, 2018
8,266
101,030
Canada
I told my wife today, at least we were Tesla millionaire for like half a day. :) I told her I would try to make it last little longer next time. Maybe we can be Tesla millionaire for two days next time. At least I got the screenshot saved on my phone.

But seriously, my wife and I know it's only matter of time before we pass that mark again. And once we pass it next time, we intend to keep going because we're in Tesla for the long haul.
But seriously, just watch the Upper Bollinger Band. This is as hard to predict as the Tides.

sc.TSLA.10-DayChart.2020-02-05.10-00.png
 

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