OT
Watching movie Savages from 2012. Guys are driving around in original roadster. Pretty cool
Watching movie Savages from 2012. Guys are driving around in original roadster. Pretty cool
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
A brief RO-RO shipping update (does not include container shipping):
Asian King left on the 16th, after a fairly long loading time of 3,01 days and only 0,69 days idle at port. However there was a significant delay with the arrival of the next ship (Glovis Captain, which arrives tomorrow). If the name sounds familiar, that's because this was the first RO-RO Tesla ever used
Another ship, Morning Catherine, appears ready to show up after it leaves.
I kind of wonder if the recent arrival of some US February-made inventory was actually "hot off the presses", made to account for the couple days before loading Glovis Captain.
As it stands, it seems almost certain we'll have two more RO-ROs (13), but whether we have 3 (14) more isn't clear. Also, one of the ships appears to have only been a fairly small load. This contrasts to 16 ships in Q4 and 12 in Q3. To reiterate, this does not affect container shipping.
The main decline is that there's only been a single, relatively-short-loading-time ship to China, vs. a whopping five last quarter (due to GF3, of course). Last quarter, a total of 8 RO-RO ships went to Europe; this quarter, 6 have already gone, and there's as mentioned 2-3 more RO-ROs left. This quarter, there's also been two RO-ROs to South Korea and one to Taiwan. Last quarter also saw two to South Korea, and 1 to Japan instead of Taiwan. So in short, the only actual RO-RO shipping decline appears to have been to China, where they're making their own cars now.
Lastly, an Iceland update (!), they're reportedly loading a ship today and tomorrow to send to Iceland, which should arrive a week from now, with first deliveries to start around the following weekend (!!). This may sound like a ferry, but the delivery site they're setting up is right next to the container port. I still strongly expect them to arrive in containers, but the exact shipping details are still unclear. Hopefully I'll be able to gather more information soon.
Asian King left on the 16th, after a fairly long loading time of 3,01 days and only 0,69 days idle at port. However there was a significant delay with the arrival of the next ship (Glovis Captain, which arrives tomorrow). If the name sounds familiar, that's because this was the first RO-RO Tesla ever used
Another ship, Morning Catherine, appears ready to show up after it leaves.I kind of wonder if the recent arrival of some US February-made inventory was actually "hot off the presses", made to account for the couple days before loading Glovis Captain.
As it stands, it seems almost certain we'll have two more RO-ROs (13), but whether we have 3 (14) more isn't clear. Also, one of the ships appears to have only been a fairly small load. This contrasts to 16 ships in Q4 and 12 in Q3. To reiterate, this does not affect container shipping.
The main decline is that there's only been a single, relatively-short-loading-time ship to China, vs. a whopping five last quarter (due to GF3, of course). Last quarter, a total of 8 RO-RO ships went to Europe; this quarter, 6 have already gone, and there's as mentioned 2-3 more RO-ROs left. This quarter, there's also been two RO-ROs to South Korea and one to Taiwan. Last quarter also saw two to South Korea, and 1 to Japan instead of Taiwan. So in short, the only actual RO-RO shipping decline appears to have been to China, where they're making their own cars now.
Lastly, an Iceland update (!), they're reportedly loading a ship today and tomorrow to send to Iceland, which should arrive a week from now, with first deliveries to start around the following weekend (!!). This may sound like a ferry, but the delivery site they're setting up is right next to the container port. I still strongly expect them to arrive in containers, but the exact shipping details are still unclear. Hopefully I'll be able to gather more information soon.
Last edited:
Not that I really listen to Rick Santorum, but did he just say that Housing starts or permits are at a 13 yr high?
OK then. Solar Roofs in Ca... Line up folks The Solar roofs will also drive battery demand... this could easily be the Model S for Sunlight and Energy period. When is that Energy day again? There's something to bet on.
Edit: It might go without saying, but in case... Last year, California mandated solar on ALL new roof installs starting in 2020, and it's 2020. (Already?)
OK then. Solar Roofs in Ca... Line up folks
The Solar roofs will also drive battery demand... this could easily be the Model S for Sunlight and Energy period. When is that Energy day again? There's something to bet on.Edit: It might go without saying, but in case... Last year, California mandated solar on ALL new roof installs starting in 2020, and it's 2020. (Already?)
YES!!! If you do this, ye shall be brought to the Fremont tent and well hung!
Wait, that doesn't sound right... carry on!
so many people scared of a dump here
Replicating a factory need cooperation among thousands of people. Your chance of getting it perfect the first try is basically 0. A slight mistake can throw you off and you have no debugging tool.
Back then I worked for Microsoft, bringing up an azure data center is a significant endeavor even after all hardware set-up and testing are done. It's like all hands on deck for all operation teams sometimes last a month. This is when we know what we are doing.
For those who are LONG, Who cares?
Not that I really listen to Rick Santorum, but did he just say that Housing starts or permits are at a 13 yr high?
OK then. Solar Roofs in Ca... Line up folks
Edit: It might go without saying, but in case... Last year, California mandated solar on ALL new roof installs starting in 2020, and it's 2020. (Already?)
I am more skeptical about solar roofs.
We all love cool cars as we are in it a lot of time. Cool utilities? I don't really care where my electrics coming from as long as it is cheap.
Solar panels manufacturer are dimes in a dozen. They are ridiculously cheap too.
I'd be happy if i am wrong though.
Buckminster
Well-Known Member
I've already done the legwork - Elon just needs to make it so:
Tesla House / trailer home / travel trailer / RV
New thread covering the subject:
The demise of the OEMs
Is there actually anyone here reacting like "Oh no, the stock is only up 6 1/2% today! And what if it declines further and only closes 4% up?!? SELL SELL SELL!!!!"
mejojo
Active Member
As we went up quite a bit from yesterday's close the volume so far of >20M feels a little more inline with what could be expected. From the rarified perch we now occupy, further push higher seems a bit less likely than yesterday. There is some reason to believe that option holders may be taking profits here. Model says somewhat less upward pressure now FWIW. Again, there are a lot of underlying assumptions and take this with a grain of salt.
Also, we need to wait until tomorrow AM to get a better picture with new open interest data. Consolidating here is not a bad sign, as is the drop in IVs we saw intraday. Latest run results for your viewing pleasure.
Also, we need to wait until tomorrow AM to get a better picture with new open interest data. Consolidating here is not a bad sign, as is the drop in IVs we saw intraday. Latest run results for your viewing pleasure.
woodisgood
Optimustic Pessimist
Is there actually anyone here reacting like "Oh no, the stock is only up 6 1/2% today! And what if it declines further and only closes 4% up?!? SELL SELL SELL!!!!"
Certainly not here. But other TSLA investing forums (fora?) across the internets are littered with annoying, very weak hands.
mejojo
Active Member
It does point out that FSD cannot rely upon visual cues alone. Nothing will stop people from doing more malicious stuff to signs.
larmor
Active Member
Is there any plan for tesla solar roof to be offered with new home construction directly from builders, such as toll brothers, lennar, new home company, etc.?Not that I really listen to Rick Santorum, but did he just say that Housing starts or permits are at a 13 yr high?
OK then. Solar Roofs in Ca... Line up folks
Edit: It might go without saying, but in case... Last year, California mandated solar on ALL new roof installs starting in 2020, and it's 2020. (Already?)
Similar threads
- Locked
- Locked
- Locked
