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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
https://www.emotionlesscapital.com/post/the-nikola-fyre-fest
A four-minute read, and I know way more than I want to about Nikola Motor...
From EmotionlessCapital:
"In a world full of ridiculous unicorns, Nikola might be one of the most insane stories we have seen in a long time."
A four-minute read, and I know way more than I want to about Nikola Motor...
From EmotionlessCapital:
"In a world full of ridiculous unicorns, Nikola might be one of the most insane stories we have seen in a long time."
Should add that 3,262,997,492 shares / 2 * 132.07 is ~215.5 billion so the difference is likely the sites with the higher number are not excluding treasury shares
Causalien
Prime 8 ball Oracle
Welp. Oil is up.
That's the downside to this whole move.
That's the downside to this whole move.
It will not last:-
Oil, gas and coal facing terminal decline and massive plunge in value | RenewEconomy
EDIT:: Sooner or later 10% falls in global oil demand each year will be the new normal. When Tesla has fully ramped GF Shanghai, GF Berlin and with Model Y fully ramped at Fremont, they are selling more EVs, add in all other BEVs and hybrids... it is a matter of time;...
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TheTalkingMule
Distributed Energy Enthusiast
Not to worry, I expect a calamitous plummet on Wednesday. OPEC is apparently not cooperating and demand is dead.
The SEMI will slowly start to reduce demand for oil, but it will be cumulative.
A more misleading title for the article would “Elon and Tesla shooting for Q2 profitability while continuing to ramp production”...
MTL_HABS1909
Active Member
JusRelax
Active Member
Professor Shirley Meng, one of the most respected engineers researching battery tech, seems to disagree with CATL's statements that the battery they developed with Tesla can be considered a million mile battery:
https://twitter.com/YingShirleyMen1/status/1270203469526261761
https://twitter.com/YingShirleyMen1/status/1270203469526261761
I think when we reach a tipping point, people will be surprised at how relentlessly EVs of all kinds start to reduce demand for oil...
That tipping point means more new car/truck buyers buying BEVs each year... and those doing high mileage are more likely to buy earlier..
All around the world cities are banning ICE in city centres, governments are offering incentives, production plans are being scaled up..
It is like a train pulling of of a station, deceptively slow at first...
But, before that, can we add that market cap to TSLA please?
Tesla Semi should easily worth more than what Nikola had drawn, and I don’t see it anywhere in TSLA valuation models.
Causalien
Prime 8 ball Oracle
I expect one more rebound for oil after we recover from this Pandemic/RaceRiot/Depression as pent up demand for cheap stuff rebound. Afterward, once Germany gets onboard the EV train fully. Oil will be an afterthought.
I expect to divest from oil at that point. Part of my long term, EV/Oil straddle neutral play.
Great read. Every time I hear the words vertical integration from the CEO’s mouth I wonder if he knows the real meaning of vertical integration. Maybe Tesla should file a frivolous lawsuit against Nikola for using that word. This excerpt from the article is gold.
“Since its IPO, Milton has gone all over TV, (begging hosts on twitter to let him on) claiming to be just like Amazon, a vertically integrated system that controls the whole trucking experience from beginning to end. (What Milton really means is that they plan on owning hydrogen stations, so they can generate revenue over the lifecycle of the truck.) However, in reality Nikola is perhaps the least vertically integrated trucking manufacture in history. They are outsourcing not only the build, but it appears that they own almost none of the IP.”
This was discussed a week or so ago. Toyota bought back a lot of shares but they are in the balance sheet as some kind of reserved stock (edit: "Treasury Shares"). Since you can't really count those toward market cap, the lower number is correct.
Yes, more misleading. The email makes no mention of Tesla shooting for Q2 profitability. That’s pure speculation.
If you replaced the word “problem” with “challenges”, it’d be hard to find fault with the title as that is the exact word Elon used to describe the situation.
Tesla has more cars in space than Nikola has on earth
StealthP3D
Well-Known Member
I'm having trouble getting that meaning from the link you posted. I've wasted 5 minutes trying to track it down but no luck.
Did you just make it up?
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