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

[Causalien]

At this stage of the black swan event. Everyone is just waiting for the first big corp to announce a bankruptcy in order to know where the vulnerable industry is. The fact that the fed fired the bazook QE and the unprecedented 1.5 Trillion repo liquidity means very likely that some large entity is confronting debt payment crisis. Which is reasonable consider how the supply chain has been basically frozen since January. Someone should've declared bankruptcy by now.

Unfortunately, I don't have any inside info on who it is.

 

[MC3OZ]

Australian Markets:-

Currently 128 companies on the S&P/ASX 200 index are trading higher, and 12 of them are more than 10 per cent higher. Of today's falls, Unibail-Rodamco-Westfield is down 29.7 per cent, Charter Hall is down 15.6 per cent.

So big rises in some stocks and big falls in others on the same day, the market is starting to pick winners...

 

[ZeApelido]

https://electrek.co/2020/03/16/tesla-fremont-factory-shut-down-shelter-in-place/

Guess it's on

 

[LJS22]

At this stage of the black swan event. Everyone is just waiting for the first big corp to announce a bankruptcy in order to know where the vulnerable industry is. The fact that the fed fired the bazook QE and the unprecedented 1.5 Trillion repo liquidity means very likely that some large entity is confronting debt payment crisis. Which is reasonable consider how the supply chain has been basically frozen since January. Someone should've declared bankruptcy by now.

Unfortunately, I don't have any inside info on who it is.

Probably Boeing, I think they got downgraded to junk. They are going to need the help.

 

[FoverM]

At this stage of the black swan event. Everyone is just waiting for the first big corp to announce a bankruptcy in order to know where the vulnerable industry is. The fact that the fed fired the bazook QE and the unprecedented 1.5 Trillion repo liquidity means very likely that some large entity is confronting debt payment crisis. Which is reasonable consider how the supply chain has been basically frozen since January. Someone should've declared bankruptcy by now.

Unfortunately, I don't have any inside info on who it is.

I saw a rumor, and have no idea if it was true, that the first injection (was it $300B?) last Monday was to help a large player who got caught in the market crash.

 

[30seconds]

Tesla appears to defy Bay Area shutdown, plans to operate Fremont factory - Electrek

Guess it's on

we shall see, but I’m expecting a 3-4 week shutdown of Fremont. Problem isn’t the factory floors as much as common areas like bathrooms, break rooms & cafeterias.

I also don’t think a shutdown like that is a huge deal for the company now that they have shown that the model Y is shipping.

 

[Thekiwi]

Why are you trying to make this about you? Tesla does NOT need a Cap raise. You've avoided that point in your response (and Zero Interest Loans), while again trying to represent yourself as somehow more aware of risks than others on this forum. Not cool.

Umm....you are the one trying to make it about me. I clearly said DEBT or Cap raise - so maybe go back and reread what I wrote. Im just pointing out obvious near term risks.

 

[powertoold]

https://electrek.co/2020/03/16/tesla-fremont-factory-shut-down-shelter-in-place/

Guess it's on

Tesla isn't defying anything.

The order clearly states "gas stations and auto-supply, auto-repair, and related facilities" can stay open.
http://www.acgov.org/documents/Final-Order-to-Shelter-In-Place.pdf

 

[Kenypowa]

Probably Boeing, I think they got downgraded to junk. They are going to need the help.

They got downgraded to BBB, one level above junk.

 

[StealthP3D]

Tesla appears to defy Bay Area shutdown, plans to operate Fremont factory - Electrek

Guess it's on

That's a very irresponsible story written and published by Fred Lambert. I know most of us have come to terms with the fact that he's not a real journalist but most of the world probably doesn't know that yet.

Let's look at the conflicting statements:

Tesla is apparently planning to defy a shutdown order at its Fremont factory after a ‘shelter in place’ order in the Bay Area is forcing people to stay home.

and:

It’s unclear if the automaker managed to get an exemption as the order does mention a possible exemption for “auto-supply”.

Basically, it's unprofessional to say they are "apparently planning to defy a shutdown order" while admitting it's unclear whether they have an exemption. And they fail to mention the possibility that the order contains a built-in exemption for autos (acting as if they would need to be granted an exemption).

The whole thing is written with the obvious intention of slamming Tesla without having enough information to support their original claim that it looks like Tesla is defying the order.

It seems to me that we can all agree that Teslas are cars and need a supply of auto parts. Most of those parts come from Fremont or Nevada (depending upon the part). They are actually manufactured in these two locations and shipped to Tesla delivery and service centers. I would like to know how shutting either one of these facilities would comply with the goal of maintaining a supply of auto parts (when it comes to Tesla cars). You can't get Tesla parts at a Ford or GM dealership and, with very few exceptions, you can't get parts for a Tesla from third parties. If your car is in an accident and needs a new body panel, it will come from the Fremont plant.

It doesn't take a genius journalist to realize the Fremont plant must remain in at least partial operation (along with Tesla delivery and service centers) in order to maintain a supply of Tesla parts. Like all modern businesses, they maintain a JIT (just in time) inventory system (instead of stockpiling huge amounts of spare parts in warehouses).

The presses must roll!

 

[mickificki]

That's a very irresponsible story written and published by Fred Lambert. I know most of us have come to terms with the fact that he's not a real journalist but most of the world probably doesn't know that yet.

Let's look at the conflicting statements:



and:



Basically, it's unprofessional to say they are "apparently planning to defy a shutdown order" while admitting it's unclear whether they have an exemption. And they fail to mention the possibility that the order contains a built-in exemption for autos (acting as if they would need to be granted an exemption).

The whole thing is written with the obvious intention of slamming Tesla without having enough information to support their original claim that it looks like Tesla is defying the order.

It seems to me that we can all agree that Teslas are cars and need a supply of auto parts. Most of those parts come from Fremont or Nevada (depending upon the part). They are actually manufactured in these two locations and shipped to Tesla delivery and service centers. I would like to know how shutting either one of these facilities would comply with the goal of maintaining a supply of auto parts (when it comes to Tesla cars). You can't get Tesla parts at a Ford or GM dealership and, with very few exceptions, you can't get parts for a Tesla from third parties. If your car is in an accident and needs a new body panel, it will come from the Fremont plant.

It doesn't take a genius journalist to realize the Fremont plant must remain in at least partial operation (along with Tesla delivery and service centers) in order to maintain a supply of Tesla parts. Like all modern businesses, they maintain a JIT (just in time) inventory system (instead of stockpiling huge amounts of spare parts in warehouses).

The presses must roll!

it is Russ Mitchell tho

 

[Evoforce]

Better yet, sneeze into your shirt or jacket if possible. It might be gross, but it’s a lot more effective with not spreading it in the air.

The irony, you are told to cough/sneeze into your elbow and then elbow bump when greeting...

 

[StealthP3D]

The irony, you are told to cough/sneeze into your elbow and then elbow bump when greeting...

That's not the worst of it! I've been having trouble making elbow contact while maintaining the recommended six feet of separation!

 

[Evoforce]

That's not the worst of it! I've been having trouble making elbow contact while maintaining the recommended six feet of separation!

Funnier than a swing and a miss high five!

 

[azaz]

Elon Musk says 'coronavirus panic is worse than virus itself' in email to Tesla employees - Electrek

Musk is an absolute idiot on this. The Board needs to make him stop saying this *sugar*. The so called “panic” is necessary to stop the spread of the virus. I don’t understand how someone has smart as him on certain issues can miss this blatant fact.

 

[ggr]

The irony, you are told to cough/sneeze into your elbow and then elbow bump when greeting...

It's hard to rub your eyes, nose or mouth with your elbow.

 

[Compton]

Elon Musk says 'coronavirus panic is worse than virus itself' in email to Tesla employees - Electrek

Musk is an absolute idiot on this. The Board needs to make him stop saying this *sugar*. The so called “panic” is necessary to stop the spread of the virus. I don’t understand how someone has smart as him on certain issues can miss this blatant fact.

And yet we go through influenza seasons with half a million deaths on a regular basis without anyone blinking an eye or shutting down the economy. 8 million annual deaths due to smoking and 4 million annual deaths due to outdoors air pollution aren't generating any screaming headlines, public panic or mandating any draconian measures either.

But here we are, buying toilet paper and shutting down businesses.

 

[azaz]

And yet we go through influenza seasons with half a million deaths on a regular basis without anyone blinking an eye or shutting down the economy. 4 million annual deaths due to outdoors air pollution isn't generating any headlines or mandating any draconian measures either.

But here we are, buying toilet paper and shutting down businesses.

please read the research, I beg you, you will understand why it is necessary to shut down society once it has reached the level in the community that covid19 has here. please read why the UK govt backed off their stance of letting the virus work through the population. the science is clear.

mid we let the virus spread in our communities undeterred we will have a cascade effect to our health care system that will cause far more than 4 million deaths.

 

[Evoforce]

It's hard to rub your eyes, nose or mouth with your elbow.

So I guess I better not cross/cradle my arms... Or cover my eyes with my arm when I sleep. But I do see your point and agree!

 

[adiggs]

That's not the worst of it! I've been having trouble making elbow contact while maintaining the recommended six feet of separation!

I like the Star Trek greeting idea. Besides, I like the verbal part of the greeting - something we could all use right about now.