Apart from NUMMI how many unused car factories were sitting around for sale in California when Tesla was looking for a production facility? I mean, to get one for so little right in an area with so many software developers that Tesla also would need, seems like a really good deal.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Apart from NUMMI how many unused car factories were sitting around for sale in California when Tesla was looking for a production facility? I mean, to get one for so little right in an area with so many software developers that Tesla also would need, seems like a really good deal.
Any, currently unavailable - though may be available soon, in Central USA from existing manufacturers? Maybe for < $2.3B?
Regarding COVID-19, I think Uncle Jack's main interest should be not getting it.
ProfTournesol
Member
Should be priced in by now. Only when the lunatic is doing stuff right, the stock will go up. Downwards all the misery is priced in by now.
I have to imagine that the massive SP drop during recent days has in part been fueled by short selling.
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This is from yesterday. I actually called the bottom
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Got a little bit more funds yesterday ready to buy but didn't pull the trigger but I'll be happy to miss out on the bottom as long as this keeps up.
we seem to be stuck in a pattern alternating between "OMG, we're all going to die! Sell!" and "Hey, it's not so bad after all. Buy!". Yesterday was the former, and today, so far, is the latter.
I think I'm going to dump BRK-B and some S&P and load up on TSLA, AMZN, and GOOG
China is low key trying to use this virus to take pole economic position over the US.
According to the Merc, an employee said Model Y was still in production yesterday:
https://www.mercurynews.com/2020/03...kes-temperatures-of-employees-coming-to-work/
According to a man who identified himself as a Tesla employee, on Wednesday it “felt like a normal day, at least at one of the lines which makes the (Model) Y.”
https://www.mercurynews.com/2020/03...kes-temperatures-of-employees-coming-to-work/
According to a man who identified himself as a Tesla employee, on Wednesday it “felt like a normal day, at least at one of the lines which makes the (Model) Y.”
woodisgood
Optimustic Pessimist
Elon just posted this on Twitter, Sounded like it supports what you are saying:
Yeah...sort of. The same is true for flu, etc. Obviously it stands to reason that the chronically ill are going to have a tougher time fighting off an infection that stresses the cardiovascular system.
I was suggesting something slightly more nuanced; namely, that this is a virus that so violently and quickly overwhelms the lungs, what will end up mattering most is whether a person’s lungs provide the initial foothold for the virus in the form of nooks and crannies (lung injury). The older you are, the more likely your lungs have accumulated injury - whether from smoking, scarring from previous pneumonias, pollution, etc.
yeah I mentioned it once, got tons of disagrees.
From: Tesla reduces staffing but 'very well could still be making cars'
The county spokesman said on Wednesday county officials needed to move on to other issues regarding the virus rather than focus on Tesla.
"Tesla needs to comply with the health order," he said, adding that the county did not want to force people into compliance, but implement changes with their consent.
A spokeswoman for the Fremont Police Department on Wednesday said attorneys for Alameda County and the city were discussing how to interpret the lockdown order by San Francisco Bay Area officials.
"This is all very new and there are a lot of moving parts," the spokeswoman said, adding that the conversations concern all manufacturers in the region.
The attorneys are not discussing enforcement or disobedience measures, but were trying to understand how state and federal exemptions factored in, she said.
Basically the County is a paper tiger. Tesla can continuing doing what it wants, and thus will continue doing what it wants."Tesla needs to comply with the health order," he said, adding that the county did not want to force people into compliance, but implement changes with their consent.
A spokeswoman for the Fremont Police Department on Wednesday said attorneys for Alameda County and the city were discussing how to interpret the lockdown order by San Francisco Bay Area officials.
"This is all very new and there are a lot of moving parts," the spokeswoman said, adding that the conversations concern all manufacturers in the region.
The attorneys are not discussing enforcement or disobedience measures, but were trying to understand how state and federal exemptions factored in, she said.
Well, if everyone agreed, TSLA would be in the 600's right now. This is another reason I'm happy to overload on TSLA during this time. It is very geographically hedged.
Could Tesla use these disruptions to upgrade Fremont? I think they were working on a second paint shop.
Would it make sense to upgrade the Model 3 lines so that it requires less manpower? Rear casting for Model 3? or is the cost of that change too expensive for the return?
Would it make sense to upgrade the Model 3 lines so that it requires less manpower? Rear casting for Model 3? or is the cost of that change too expensive for the return?
StealthP3D
Well-Known Member
I tend to agree but I reserve the term "dead cat bounce" for stocks that are actually dead. TSLA is far from it.
I bought 100 at $365 and another 100 at $356 yesterday because I sensed this down-trend was in for a major reprieve. They are the first shares I've added since the downturn began. But it's really hard to tell how much of a reprieve it will be and how long it will last. I bought yesterday because there is always a chance during a reprieve like this that news will come out that will make $350 the actual bottom. You just never know. I also sensed that, even though it's likely to go back down again, it's not likely to go substantially lower. At best, IMO, it could break $300 for a few minutes. So I figured $360 was good insurance against the bull case (in which it doesn't break $350 again).
Geez..do ANY of you guys have any understanding of jinxing things with your blah blah stuff????
This could be a natural conclusion of coronavirus. After half the big companies have gone bankrupt, shareholders and boards of surving companies will insist that factories should be designed to be able to keep on running with minimal human involvement!
The risk will be too high not to spend a ton of money on making sure humans aren't needed, and human intensive production lines will be worth very little on the balance sheet...
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