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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Mike Smith
Active Member
Everyone knows Tesla is valued based on its long term prospects. Near term problems that are totally out of its control shouldn't hurt the stock price much at all as long as it doesn't start looking like they'll run out of money. The other automakers on the other hand are the opposite. The hope was that they could make enough money in the near term to pay for the investment they'll have to make to catch up to Tesla. Tesla's competitive advantage is hugely improved by this.
Tesla isn't the only car company switching to making ventilators.
UK hopes newly-made ventilators will be ready for coronavirus fight next week
UK hopes newly-made ventilators will be ready for coronavirus fight next week
It's been clarified many times over the past several weeks. They are separate events.
It also gives them a couple of weeks to get the masks, temperature sensors, IR sensors, etc. in place to create a safe workplace.
LOCKDOWN! Entire state of California now under "shelter in place" order
The state of California is about to go under a "shelter in place" order announced on Thursday by Governor Gavin Newsom.
The shelter-in-place rules will be similar to those already in effect in Fresno, the Bay Area, and other California counties and cities.
Governor Gavin Newsom made that announcement around 6:45 p.m. on Thursday, March 19.
He says a list of exempt and non-exempt businesses will be released "soon".
Not to pick on you in particular, but why do people keep posting (stale) news here over and over? If you see some news that might be worth sharing, I suggest the following:
1. Check how old the news is (in this case you can tell from the blurb you posted). If it’s more than a few minutes old it was probably posted already.
2. If you think we missed it, read all the posts that were made since the news broke to double-check.
I’m sorry if I sound grumpy. It’s been a bad year.
Allowing to sell and service in EVERY state would be a good start.
myt-e-s-l-a
Member
How about this:
During this unprecedented outbreak the whole country must minimize unnecessary exposure to potential infections. Therefore from today any manufacturer of consumer durables which will facilitate online ordering, and can facilitate delivery with minimal personal contact can sell and service their own products in any US jurisdiction. Such manufacturers may establish such local display, sales and service facilities as they deem necessary. This authority supersedes and and all State or local statutes or regulations intended to limit manufacturers ability to distribute, sell or service their own products in the manner they choose. This in no way limits the applicability or existing contractural arrangements a manufacturer may have with distributors, sellers or servicers of their products.
That might be nice.
j6Lpi429@3j
Closed
I've been thinking that as this drags on (virus), Tesla must be building up quite a backlog of good news items they can talk about once the news cycle cares about anything else. For example:
Once we get the news cycle back to normal there are going to be many quick-fire nudges that will likely push both revenue/profit and the SP higher.
- Continued GF3 output ramp-up
- Model Y deliveries and production
- Battery day stuff!
- Obvious progress on FSD (specifically stop signs).
Once we get the news cycle back to normal there are going to be many quick-fire nudges that will likely push both revenue/profit and the SP higher.
Interestingly the number of people reporting Model Y delivery dates in March in the Teslike Model Y tracker keeps on increasing slowly. There are currently 79 and only one delivery scheduled for after 31 March (which seems to be an error). I am looking forward to the Q1 P&D report to see both the actual figures and how the sample in Teslike relates to the overall figure.
As you can now see, it’s rarely a good idea to gloat about stock prices.
jhm
Well-Known Member
Robotaxi perhaps?
WOW, Chamath Palihapitiya really nails it! Great CNBC interview that explains a lot of the Wall Street abuses. But, is anybody listening?
humbaba
sleeping until $7000
See... it doesn't really matter if it does stress the health care system -- people are only willing to go hungry for so long. You put them out of work (by closing their employer) and all of those families that are living paycheck to paycheck have no more than 30 days before they start taking action.
You can try explaining to a man whose family is starving that he is safer to just stay at home, but he isn't likely to do so. I know it is different outside of the midwest, but we (the township/county where I live) have zero cases and are already in lockdown. This cannot be sustained for months as some imagine.
jhm
Well-Known Member
You can see here the business case for why Tesla needs to ramp up ventilator production. The fewer ventilators we have, the more we need to flatten the curve. So building ventilators allows the curve to be less flat. This in turn allows Tesla to resume vehicle production sooner.Someone did the math and all hobbyist virus experts got on the train:
Don’t “Flatten the Curve,” stop it!
One could have thought that politicians should have been able to do the math by themselves, but let’s be honest, system 1 thinking takes much less energy than system 2 thinking and our politicians are not mathematicians(unless we are talking about Singaporean politicians and the PMs in other meritocracies).
So the more quickly Tesla can make ventilators, the more quickly Tesla can get back to building cars.
copyhacker
Member
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