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

[TheTalkingMule]

As oil crosses the $1 threshold on its way to negative pricing, I hereby christen this season....

The Electric Spring!

 

[Green Pete]

Tesla is down $0.90, also known as a barrel of oil

I hate to sound like chicken little, but shouldn't all hell be breaking loose at this point? USD is heavily tied to Oil. Oil companies have billions in debt they took on to finance all their operations. This seems like major meltdown territory?

 

[Oil4AsphaultOnly]

The 420 private lawsuit? I’m surprised they are allowed to even go forward on that as Musk and Tesla settled with the SEC over the matter. Where’s the double jeopardy?

double jeopardy only applies to criminal cases. Civil suits don't have this restriction. Ask OJ Simpson.

pezpunk beat me to it.

 

[Pezpunk]

I'm unsure of this website but assuming it's accurate then sweet.

THAI POLICE lease a fleet of Tesla Model 3 for $2.96 million - Blink Drive

"According to the source, Thai Police lease seven Tesla Model 3 with loaded patrol equipment are priced at 89 million Thai Baht ($2.96 million)."

wtf? they are leasing seven Model 3's for $422,000 apiece? i doubt it.

 

[Nocturnal]

"According to the source, Thai Police lease seven Tesla Model 3 with loaded patrol equipment are priced at 89 million Thai Baht ($2.96 million)."

wtf? they are leasing seven Model 3's for $422,000 apiece? i doubt it.

They mention very expensive import taxes etc.

 

[Pezpunk]

They mention very expensive import taxes etc.

"Note : Gasoline cars have more than 3,000 parts, but EV cars have only 80-120 parts."

another extraordinarily inaccurate statement. 80-120 parts? there's more than 120 parts in the trunk assembly alone. The Model 3 has over 10,000 parts.

 

[MTL_HABS1909]

"Note : Gasoline cars have more than 3,000 parts, but EV cars have only 80-120 parts."

another extraordinarily inaccurate statement. 80-120 parts? there's more than 120 parts in the trunk assembly alone. The Model 3 has over 10,000 parts.

Pretty sure they mean moving parts.

 

[PeterJA]

Model S = 100 kWh -> 350 something miles range (give or take a few dozen)
Model H = 150 kWh -> 1.5 * 350 = 500+ miles range

duh! So obvious...

You never went to elementary school? l2math bro

(I honestly wouldn't be surprised if that's how they got their specs)

Base price of Tesla Model S = $80k.
So base price of Triton Model H should be $80k * 1.5 = $120k, right?

Whoops.

The Model H is available for pre-order now. The base model starts at $140,000, and the performance model will start at roughly $180,000....

The SUV was not Triton's first choice for launch. Initially, the company planned to build a sports car called F4, but market research pointed Triton toward the popular and versatile segment that includes the Cadillac Escalade and the Chevrolet Suburban....

New Jersey solar firm claims it has an electric 1,500-hp, 700-mile SUV

Cadillac Escalade starts at $75k.
Chevrolet Suburban starts at $51k.
Tesla Cybertruck (tri-motor with 500+ mile range) starts at $70k.

Is Triton one of the "lots more competition" that Jonas warned us about?

 

[LN1_Casey]

They mention very expensive import taxes etc.

There is no way importation taxes are 1000% of the car.

 

[willow_hiller]

They mention very expensive import taxes etc.

I'm imagining that something got lost in translation. It could be something like 2.96 million Thai Baht per vehicle, which would be ~$90,000.

 

[Pezpunk]

Pretty sure they mean moving parts.

Tesla says the Model 3 has 17 moving parts, not "80-120". the article seems to be just making up numbers right and left.

 

[UnknownSoldier]

There is no way importation taxes are 1000% of the car.

In some parts of Asia, they are...

 

[MTL_HABS1909]

So with oil now in negative territory, I’m not sure what this means for TSLA. On one hand, it shows that the future really is in renewable energy and transportation. But as pointed out above, the economy is so strongly tied to oil right now. Any idea how TSLA reacts short term?

 

[Kenypowa]

I hate to sound like chicken little, but shouldn't all hell be breaking loose at this point? USD is heavily tied to Oil. Oil companies have billions in debt they took on to finance all their operations. This seems like major meltdown territory?

No, USD is not tied to oil. Oil exporting countries such as Canadian Dollar and Norwegian Krones are tied to the oil. Whenever oil prices falls, these currencies fell against USD.

 

[LN1_Casey]

In some parts of Asia, they are...

Yeah, but not the ones whose governmental officials will buy the item(s) to "save money".

 

[StealthP3D]

I hate to sound like chicken little, but shouldn't all hell be breaking loose at this point? USD is heavily tied to Oil. Oil companies have billions in debt they took on to finance all their operations. This seems like major meltdown territory?

Cheap oil has both positive and negative aspects to the American and global economies. It wasn't that long ago that nothing could boost the stock market like news of cheaper oil. The thing is, oil profits tended to be used AGAINST Tesla, not for it. Oilmen do not typically drive a Tesla or have solar on their roof.

If the theory that big oil was "investing" in their future by shorting Tesla is true, oil this cheap should put a quick end to any new oil money being used for that purpose. A rarely mentioned positive of cheap oil is that it could benefit Tesla in an out-sized way by causing a HUGE wind-down of much of the Tesla short interest. I bet short interest in TSLA is (and has been) declining at an unprecedented rate.

 

[jerry33]

"Note : Gasoline cars have more than 3,000 parts, but EV cars have only 80-120 parts."

another extraordinarily inaccurate statement. 80-120 parts? there's more than 120 parts in the trunk assembly alone. The Model 3 has over 10,000 parts.

This is talking about the engine, transmission, and drive line. (don't forget to count the ball bearings).

 

[dl003]

There is no way importation taxes are 1000% of the car.

Who do you think to pay for this?

 

[LN1_Casey]

Tesla is very sticky trading today. I don't recall it ever being so... monotone. It flirted around 750 Friday too.

 

[BenPrice]

So with oil now in negative territory, I’m not sure what this means for TSLA. On one hand, it shows that the future really is in renewable energy and transportation. But as pointed out above, the economy is so strongly tied to oil right now. Any idea how TSLA reacts short term?

I’m guessing mostly decoupled, but minor net negative

Without trying to guess at a gigantic variable set in depth: lower oil prices reduce cost of manufacturing, increase expendable income, and reduce investment base in energy alternatives AND petroleum

Simultaneously they make products competing with Tesla more attractive, but give the consumer questions to long term viability.

Lastly, it will scare off a large percentage of dollars into the markets in general, some percentage of which were headed to Tesla.

So I think net negative, but mostly decoupled. Maybe .1% impacts Tesla for every 1% that impacts spy.

Just my thoughts. A lot of work needs to be done, probably historically, to accurately answer.

In the end Tesla mfgs and ships at a lower cost to a negligibly higher customer base with higher expendable income who also invests less.

But as time does it’s thing, lower future investment secures Electrification, where small affordable passenger car (3/Y) accelerate, but Semi is probably harmed greatly .