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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yes! Good prospects as an investment.
I fully expect the same level of volatility as TSLA from the start.
I will not be selling any of TSLA to get into Starlink.
Somewhere down the line, I hope there is a "Musk Enterprises Mutual Fund"
PS: Taking any future posts on this to the Starlink IPO thread...
Starlink IPO
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I’m suspecting Tesla may also do Solarglass production out of GigaBerlin. Notable amount of the GigaBuffalo equipment imported from Germany.
Also, Germany is very aggressive in transitioning grid to renewables.
Solar+storage growth ripe for big scaling here and across Europe and possibly Mid East out of GigaBerlin.
Also, Germany is very aggressive in transitioning grid to renewables.
Solar+storage growth ripe for big scaling here and across Europe and possibly Mid East out of GigaBerlin.
I expect Panasonic may increase the supply of 2170 cells form GF Nevada for Model 3, Model Y, energy storage and perhaps the semi....
18650 cells may continue to be used for Model S/X or those lines may eventually be re-purposed to make 2170 cells for Tesla energy....
Elon describes Panasonic as a good partner, and I think Panasonic is mostly making pouch cells for other car makers..
jhm
Well-Known Member
Blind Faith Price Targets
We consider ARK's base case of $7000. Do you really believe? If you did, how would it change your life?
We consider ARK's base case of $7000. Do you really believe? If you did, how would it change your life?
Todesbuckler
Member
Latest news from the German financial newspaper "Handelsblatt":
Daimler is increasing their cost savings by letting go 15,000 employees (compared to 10,000 disclosed), decreasing innovation expenses and reducing model classes.
Translated article:
Google Translate
Daimler is increasing their cost savings by letting go 15,000 employees (compared to 10,000 disclosed), decreasing innovation expenses and reducing model classes.
Translated article:
Google Translate
larmor
Active Member
Its time for tesla to make more GF beyond just Berlin, really should push for GF with solar and battery production lines on other continents as well.
On the Maxwell science video, the biggest new news for me was faster charging...
Apart from any cost savings the functional benefits are:-
The combination of costs savings and functional benefits is are advantages over the competition, but there is one additional likely advantage faster spin up of new production capacity.
My hunch would be something like 50% faster, 30% less space, 20% cheaper, of these 50% faster is the important metric...
I'm 99.9% confident Plaid Model S/X and the Roadster will have the new Maxwell pack...
I'm 80% confident all variants of Cybertruck will have the new Maxwell pack
Beyond that, 50% faster and 20% cheaper isn't instantaneous and zero cost, it will take time for all of automotive to migrate to Maxwell packs..
Think about the functional advantages above in the new Plaid Model S/X....
Apart from any cost savings the functional benefits are:-
- Faster charging
- Higher peak output
- Higher energy density...(more range)
- less cooling required.
The combination of costs savings and functional benefits is are advantages over the competition, but there is one additional likely advantage faster spin up of new production capacity.
My hunch would be something like 50% faster, 30% less space, 20% cheaper, of these 50% faster is the important metric...
I'm 99.9% confident Plaid Model S/X and the Roadster will have the new Maxwell pack...
I'm 80% confident all variants of Cybertruck will have the new Maxwell pack
Beyond that, 50% faster and 20% cheaper isn't instantaneous and zero cost, it will take time for all of automotive to migrate to Maxwell packs..
Think about the functional advantages above in the new Plaid Model S/X....
Since 2017 every second installation was together with a house battery so yes indeed the demand is really high here in Germany and we need a more decentralized grid too to consume all the renewable energy that right now is often even sold abroad as the high voltage lines are stuck for many years to come.
Battery storage systems at ‘the edge of profitability,’ as German households reach 1GWh of capacity
GF4 is a blue print copy of GF3 and Tesla will copy and paste them to other countries (Texas?) but solar is a separate business. I don't expect that they merge production and I don't think it would be a smart thing either as I do not see any meaningful reason for it.
Would a solar tile production in Europe make sense? Absolutely. I believe its just a question of time until a production facility will be built but US and Canada will come first and then they roll it out. Actually I would like to have one and can't wait until Tesla does offer here.
Having solar, a house battery and a Tesla is in my opinion the best of all worlds.
Sparky
Member
Funny thing I noticed in my investment profile. Little has changed except $% of portfolio has bounced up due to TSLA in recent months. A year ago I was "Mildly aggressive", now I see I'm "Very aggressive". Well, well, I guess I should be scared.
Absolutely. Will be cell starved for a very long time without more capacity.
Germany has a massive amount of solar, the next step is massive deployment of energy storage.
The strategic objective should be to meet both energy storage and vehicle cell requirements without starving either and that can only happen with more capacity.
Either more cells or more efficient tech... or both.
Regardless, massive opportunities are converging and the market is more than ripe.
Cells, cells, cells.
As Germany is at the forefront here, the greater the network of decentralized solar+storage, the greater the market value of demand respond, aggregation services, and peer to peer trading.
The software to run this new decentralized virtual power plant network system is the next big area Tesla is primed to monitize.
Robotaxi is software optimization, so is TeslaPower with regards to these connected energy networks.
Germany has massive capacity, just now have to get that scaling of energy storage to really open big doors on self sustaining energy independence.
Singer3000
Member
Elon is plugging Solar Roof on Twitter today: order now etc...
I thought there was a customer queue as long as the Nile for this already?
I thought there was a customer queue as long as the Nile for this already?
I’d start a YouTube channel and my first video would be “What happens when you crash six cybertrucks into each other”
Words of HABIT
Active Member
Why would a Retail Investor have or need a personal Broker when TD Waterhouse and the like offer electronic buy/sell transactions you can complete yourself your $9/trade?
jhm
Well-Known Member
Maybe you could adjust your order for the 7-seat variation for a while.
Interesting article:
In the group's finance department, a bitter power struggle is raging, according to company circles. The lack of battery cells in sufficient quality means that the electric offensive is becoming a “farce” and the diesel scandal is never ending.
Pay to trade, what is this, 2019?
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