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

[gora321]

Christopher Stearns‏ @chris_stearns

Some just bet $1.7M that $TSLA will hit $650 by January.

TSLA Option

7:22 AM - 19 Feb 2019
Christopher Stearns on Twitter

 

[kangarookid]

Where did Tesla say how many Model 3s were in inventory?

Inventories / In-transit..

Q4 Deliveries & Production Update - "1,010 Model 3 vehicles and 1,897 Model S and X vehicles were in transit to customers at the end of Q4, and will be delivered in early Q1 2019. Our inventory levels remain the smallest in the automotive industry, and we were able to reduce vehicles in transit to customers by significantly improving our logistics system in North America."

 

[TSLA Pilot]

Not talking evil, talking predator and prey. You said it is a nightmare world. And it is, regardless of whether humans are vegetarians.

Our local farming family that we source meat from gives animals lives much better than anything they would have in the wild.

Yes, what a wonderful a family they must be, until they slit the animals' throats of course . . . .

Here's a tip: Teslas now have vegan interiors for a reason. One might argue they are among the only ethical automobile manufacturers.

Why not become part of solution rather than remaining part of the problem?

COWSPIRACY: The Sustainability Secret

Dr. Melanie Joy re: Carnism at TEDx Munich:

 

[gora321]

Frank‏ @fatropea
Last time I pumped gas (actual photo) was 10/28/18 at 8:21PM. When was your last time? ...or, when will be your last time? Be sure to take a photo for history. Future generations will find it interesting. #NoMoreGas #ElectricVehicle #Tesla #ICEHistory @tesla @elonmusk

2:57 PM - 18 Feb 2019
Frank on Twitter

 

[gora321]

David‏ @d0cdave
True story today - driving in the @Tesla #Model3
Wife: “I really like this car.”
Me: “Yeah?”
Wife: “Do you know what I like about this car?”
Me: (Side glance, raised eyebrow)
Wife: “Everything.”
Me: “#ModelY is coming.”
Wife: (Side glance, raised eyebrow)
Me:

David on Twitter

10:57 PM - 17 Feb 2019

 

[Lycanthrope]

ARK have a podcast with Elon: Posts - ARK Investment Management

EDIT: beaten to it, by, well everyone really...

 

[MP3Mike]

Inventories / In-transit..

Q4 Deliveries & Production Update - "1,010 Model 3 vehicles and 1,897 Model S and X vehicles were in transit to customers at the end of Q4, and will be delivered in early Q1 2019. Our inventory levels remain the smallest in the automotive industry, and we were able to reduce vehicles in transit to customers by significantly improving our logistics system in North America."

Yeah, that isn't an inventory number. That is the number of sold vehicles that hadn't been delivered yet. Tesla doesn't report inventory numbers.

 

[Lycanthrope]

Here:

"The driver is very fortunate to have been able to walk away from this with only minor injuries," Fremont police said in a tweet.

Yeah, fortunate enough to have been born smart enough to buy a Tesla...

 

[capster]

Tesla Model Y will purportedly be unveiled in China at the 2019 Shanghai Auto Show

That could be a tactic to ask/nudge Tesla to reveal there, rather than a decision by Tesla to do so. How would they know in China at this point? Show planning maybe, but Tesla like Apple tends to do their own shows for reveals.

I’m curious how Musk will play the reveal.

 

[Buckminster]

EU agrees to cut truck emissions
Big news - most will have to go EV to meet this I assume? Hybrid not very relevant in this market.

 

[bhtooefr]

That is in opposition to Carsonight’s reports that the SR pack line is being installed at GF1, the size of a football field.

A new pack architecture doesn't rule out something like the scenario I've hypothesized, of a new, more cost-effective and lighter MR pack design that's software-limited to SR.

As I've said before, charging speed is a concern that I have with the SR that was announced in March 2016 - software-limiting a MR pack to SR would eliminate that concern.

EU agrees to cut truck emissions
Big news - most will have to go EV to meet this I assume? Hybrid not very relevant in this market.

Depends on what you're doing.

Hybridization won't help an already-efficient (for an ICE, anyway) diesel much on the highway (it'll help a little, but eh).

However, a lot of trucking is things like last-mile deliveries in cities, garbage trucks, and things like that, where hybridization can help. I could see manufacturers chasing that, instead of fully committing to electrification - basically, don't even try to make long haul trucks more efficient, and focus all efforts on urban trucking.

 

[EVNow]

Christopher Stearns‏ @chris_stearns

Some just bet $1.7M that $TSLA will hit $650 by January.

TSLA Option

7:22 AM - 19 Feb 2019
Christopher Stearns on Twitter

I don't think that's what it means. Someone bought DITM puts. Looks like a hedge.

 

[Curt Renz]

Anyone with Bloomberg subscription can tell what this article is about?
Bloomberg - Are you a robot?

As happens every year, an opinion writer with an oil or ICE industry bias tried to mock the risk factors section in Tesla's 10-K. Here is what I added to the comments section of that article.

That was in the risk factors section of a 10-K in which it is incumbent upon any company to describe all considerations with potentials to negatively affect shareholder equity. Within that section of a 10-K virtually all public companies feel compelled to provide or invent a plethora of reasons that they could go bust at any moment.

 

[DurandalAI]

Christopher Stearns‏ @chris_stearns

Some just bet $1.7M that $TSLA will hit $650 by January.

TSLA Option

7:22 AM - 19 Feb 2019
Christopher Stearns on Twitter

I wish said person/group bought that much in $295 March 8th calls... I need them to go back up. I didn't listen to whomever it was that said to stay away from them....

 

[TradingInvest]

As happens every year, an opinion writer with an oil or ICE industry bias tried to mock the risk factors section in Tesla's 10-K. Here is what I added to the comments section of that article.

That was in the risk factors section of a 10-K in which it is incumbent upon any company to describe all considerations with potentials to negatively affect shareholder equity. Within that section of a 10-K virtually all public companies feel compelled to provide or invent a plethora of reasons that they could go bust at any moment.

Liam Denning has never written one positive sentence about Elon Musk or Tesla. I'm sure he is unbiased. /s

I'm heading to the Gym. Recommend everybody to manage your time like managing your investment. Use your time on things that will give you the most value. First priority is health; second priority is family/friends/fun; then spend time to get good at investment.

 

[Curt Renz]

AP through Chicago Tribune - yesterday: Argonne lab leading U.S. push on lithium batteries: 'If we don't recycle, we will run out of materials'

 

[DurandalAI]

AP through Chicago Tribune - yesterday: Argonne lab leading U.S. push on lithium batteries: 'If we don't recycle, we will run out of materials'

I'm still thinking in 20 years we'll be digging up old landfills for materials...

 

[Curt Renz]

Liam Denning has never written one positive sentence about Elon Musk or Tesla. I'm sure he is unbiased. /s...

Indeed, he's unabashedly pro-oil & anti-Tesla. Here's a list of his articles: Bloomberg - Are you a robot?
He leaves us wondering if he's influenced by the Koch brothers?

 

[dc_h]

I ran a script to check every single VIN that was listed in these two pages

Out of 10.8k total listed, 7k of the URLs work (presumably meaning that they are in inventory). About 3.3k from 2018 and 3.9k from 2019. Will be interesting to see how quickly these fall

Great work. Ironically the shorts might have shown how to track inventory sales in the USA. Anything around 3000 or 4000 a week would be amazing. I think 2000 would be a win in February. Might need a little more end of March.

 

[dc_h]

Replying to my own comment.. what I'm not sure how to reconcile is that Telsa said they had 1,010 Model 3s in inventory at the end of 2018. Any thoughts?

They made more cars. Weird, huh?