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More time for some of us to perfect "storm and conquer"
I am confused. In an earlier post, you stated you were 45% in cash. If you do not think Tesla will pull back from the current price, so that you can buy shares, what purpose do you have for having such a large amount of cash?
Yes, you missed the news. This article was published on March 6, 2020: (over a month ago)Did i miss anything here-- Tesla just released a Chinese built M3 with 400 mile range!? Was this expected or a non event, given the relative lack of news. I admit to not paying attention to the M3 US built range, but last i checked just now is 322 miles. Wasn't range the achilles heel for EVs? How would a 400 mile range M3 do in the US? Is this a 400 mile range with asterisk--only achievable in China?
That ship has sailed.Tesla may also be able to use this crisis to their advantage if they can get another already-built factory on the cheap for Cybertruck.
now up $21. wow!Shorts getting margin called is my guess. It is up 14$ now. Next week should be fun.
That ship has sailed.
Based on Shanghai so far and what will likely happen near Berlin, Tesla can quickly and efficiently build factories from scratch. It becomes easier each time.
If Tesla begins construction of the Cybertruck GF by the end of next year, competitors and haters will start whining about their near-monopoly of the BEV segment, their huge market cap advantage and how governments need to ensure a competitive marketplace.
Did i miss anything here-- Tesla just released a Chinese built M3 with 400 mile range!? Was this expected or a non event, given the relative lack of news. I admit to not paying attention to the M3 US built range, but last i checked just now is 322 miles. Wasn't range the achilles heel for EVs? How would a 400 mile range M3 do in the US? Is this a 400 mile range with asterisk--only achievable in China?
Selling Aston Martin, Jaguar, Land Rover and Volvo between 2007 and 2010 sure helped Ford's cash position.Look how good Ford came out of the last crisis - got a tax payer funded $5.9 billion dollar loan, and goodwill from consumers for "not taking a bailout"! And what's worse, if you know the REAL reason they didn't take a bailout is because they had just leveraged everything they owned - including the blue oval trademark and headquarters for the first time in history, to avoid bankruptcy so a) simply didn't need more cash, and b) simply couldn't take on more debt.
Essentially, Ford was the luckiest company in the history of the world. Because they were doing SO poorly during good economic times, they had to mortgage the farm. All the other manufacturers had decent balance sheets, so they weren't borrowing. When the banking collapse happened, and no one was buying cars, the other manufacturers obviously needed money, but the banks had none to loan (they were getting bailed out themselves). So Ford, because they were in such trouble financially borrowed money just before it all disappeared. And then ran commercials saying how they didn't take the tax payers money. Biggest sham I've ever seen. Ford sold a TON of F150s to Chevy lovers after the 2008 collapse.
Then, watch them flip out even more when Elon announces a 2nd GF in China in 3 years
Automakers' Report Card: Who Still Owes Taxpayers Money? The Answer Might Surprise YouLook how good Ford came out of the last crisis - got a tax payer funded $5.9 billion dollar loan, and goodwill from consumers for "not taking a bailout"! And what's worse, if you know the REAL reason they didn't take a bailout is because they had just leveraged everything they owned - including the blue oval trademark and headquarters for the first time in history, to avoid bankruptcy so a) simply didn't need more cash, and b) simply couldn't take on more debt.
Essentially, Ford was the luckiest company in the history of the world. Because they were doing SO poorly during good economic times, they had to mortgage the farm. All the other manufacturers had decent balance sheets, so they weren't borrowing. When the banking collapse happened, and no one was buying cars, the other manufacturers obviously needed money, but the banks had none to loan (they were getting bailed out themselves). So Ford, because they were in such trouble financially borrowed money just before it all disappeared. And then ran commercials saying how they didn't take the tax payers money. Biggest sham I've ever seen. Ford sold a TON of F150s to Chevy lovers after the 2008 collapse.
Can you share this spreadsheet pretty please?
Maybe because they used 200% margin?Can someone explain sqqq? I saw some people investing in this during this downturn but lost huge this week. Also looking at historical numbers and this fund went from 20k to 20 bucks/share? Wtf? How is shorting stocks a thing with this kind of return?
Automakers' Report Card: Who Still Owes Taxpayers Money? The Answer Might Surprise You
That $5.9B loan by Ford is still owing.
Ford Motor owes the government $5.9 billion it borrowed in June 2009, the same month GM filed for bankruptcy. By Sept. 15, Ford needs to start paying that money back. In a government filing, the carmaker said $577 million is due within the next year, and the full amount must be paid off by June 15, 2022.
And with COVID-19 they will have an excuse not to pay back the rightful Taxpayer and most likely ask for much more. Their loan was specific amoung other items to built out EVs. How are they doing with that? Ford sqaundered it all away during the good times. All OEM will go bankwupt without Government intervention. Tesla will be the only stand out.
I don't agree with their last point on the theory why no hitch for Model Y (claiming to get the product out sooner). I probably wouldn't want Cyber or an X if the Y could tow, so ya it was Osborning on me. We know how range really suffers with towing on the X, so that's not a proper solution.Here is a pretty good summary of Munro's Model Y breakdown of everything before the above Munro video:
I don't agree with their last point on the theory why no hitch for Model Y (claiming to get the product out sooner). I probably wouldn't want Cyber or an X if the Y could tow, so ya it was Osborning on me. We know how range really suffers with towing on the X, so that's not a proper solution.
So here's my theory, there is plenty of demand for Y that they don't need to add a tow feature... still. They designed it that way without the virus problem, but they also didn't mod it to add one in (or at least a cross-member to bolt it to). I do agree they might retrofit them, but only after CyberTruck or to play with demand. These are not very good tow vehicles w/o more range, so why should they show a weak hand trying to get more sales than they need.