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

[willow_hiller]

Model S Long Range Plus: Building the First 400-Mile Electric Vehicle

Starting today, all North American Model S Long Range Plus vehicles have an official EPA-rated range of 402 miles, representing a nearly 20% increase in range when compared to a 2019 Model S 100D with the same battery pack design.

EDIT: Now when does the EPA apologize for these headlines? The EPA denies Elon Musk's claim that an open door hurt the Model S' range estimate

 

[FrankSG]

I am curious to see when people think we will first hit $2000 / share?

So I made a poll:

When will TSLA first reach $2000 / share - StrawPoll

Please vote!

The fact that even a third of TMC members don't expect this to happen until after November 2021 makes me more bullish it could happen off of Q3/Q4 2020.

Barring unexpected bad things happening, Q3 & Q4 2020 are going to be far above what the market (and perhaps even TMC?) is expecting.

 

[Artful Dodger]

After-action Report: Mon, Jun 15, 2020: (Full-Day's Trading)

Traded: $15,130,633,596.03 ($15.13 B)
Volume: 15,833,813
VWAP: $955.59

Closing SP / VWAP: 103.76%
(TSLA closed ABOVE today's Avg SP)
Mkt Cap: TSLA / TM: $183.787B / $176.887B = 103.90%​

FINRA Short/Total Volume = 59.6% (54th Percentile rank Shorting)
FINRA Volume / Total NASDAQ Vol = 55.8% (57th Percentile rank FINRA Reporting)
FINRA Short Exempt Volume was 0.91% of Short Volume (48th Percentile rank)

Comment: "TSLA Storms Back @ 3x Macros"

 

[StealthP3D]

The fact that even a third of TMC members don't expect this to happen until November 2021 makes me more bullish it will in fact happen off of Q3/Q4 2020.

Barring unexpected bad things happening, Q3 & Q4 2020 are going to be far above what the market (and perhaps even TMC?) is expecting.

I agree. The recognition of Tesla's true long term value and standing in auto and energy markets will almost surely be front-loaded. As their dominance is recognized, their share value will reflect that. It won't track with earnings but, rather, with expectations of future earnings.

What this probably means for investors is that the old rule of thumb holds true - The early bird gets the biggest worm!

 

[Dr. J]

Is there anything preventing a startup energy provider from providing peaking services to OnCore (or other energy providers)? I mean, if you can run a profitable fossil fuel peaker plant, why not a profitable battery peaker plant?

I imagine there is a restriction on energy generators (wholesalers) buying electricity? If so, this is another one of those counterproductive protectionistic Texas laws that need to be struck down before Texas can claim to stand for free-market principles. It's crony-capitalism at it's worst.

This is what happens when power is concentrated in the hands of a few wealthy people and the "regular folk" just sit back and admire the rich people and let them do as they please. Which is to say the working people chose to take it up the butt (by being passive about it). It doesn't seem to fit the stereotypical image of the fiercely independent Texan who won't take any BS from anyone.

The Texas deregulated electricity market is divided between lightly regulated generators, highly regulated transmission and distribution utilities like Oncor, and unregulated retail providers. The issue is whether battery storage is by definition electricity generation. If so, only generators can employ it; if not, the transmission/distribution utilities could also employ it.

https://www.houstonchronicle.com/business/article/How-will-batteries-plug-into-Texas-power-grid-15031826.php

When state lawmakers deregulated the power business two decades ago, they divided the industry into two sectors with distinct duties: Generators could make and sell electricity and regulated utilities could transmit and distribute electricity. But the utilities, whose profits are capped by regulators, want access to a new business opportunity — battery storage.

 

[dgodfrey]

Nobody can beat Toyota's size and efficiency of it's soon-to-be obsolete ICE infrastructure and knowledge base.

Don't forget being the industry leader in hydrogen fuel cell cars nobody wants!

Best damn buggy whip money can buy.

 

[Fred42]

Cadillac Exterior Design Director Brian Smith Promises Stunning New Electric Cars

The article says Cadillac plans to have a flagship EV sedan by 2025. It repeats the message that they'll have the electric SUV in 2022. In response to a question, Cadillac's design director says they "are staying on track with engineering and marketing and leadership to keep the decisions rolling" and mentions challenges. One is not everyone working at home has the right software. That sounds like a challenge to me.

Per July 2020 Road&Track, page 64, the Cadillac EV sedan "will be hand-built in very small numbers, and could cost upwards of $200,000 ...". Another case of what might have been potential Tesla competition disappearing into the ether.

 

[Nuclear Fusion]

After all the news about fears of a second wave & Futures being well down, the market shoots up
I have learnt a lesson over the last 18 months to not trade & instead invest

That said, I still find this thread an echo chamber

 

[Artful Dodger]

...will be asked on July 2nd at the shareholder meeting.

The AGM is scheduled for July 7: (subject to health restrictions)

"We are pleased to inform you that our 2020 Annual Meeting of Stockholders (the “2020 Annual Meeting”) will be held on Tuesday, July 7, 2020, at 2:30 p.m. Pacific Time, at the Computer History Museum located at 1401 N. Shoreline Blvd., Mountain View, CA 94043."​

SEC Filing | Tesla, Inc.

 

[wipster]

The AGM is scheduled for July 7: (subject to health restrictions)

"We are pleased to inform you that our 2020 Annual Meeting of Stockholders (the “2020 Annual Meeting”) will be held on Tuesday, July 7, 2020, at 2:30 p.m. Pacific Time, at the Computer History Museum located at 1401 N. Shoreline Blvd., Mountain View, CA 94043."​

SEC Filing | Tesla, Inc.

Thanks Lodger! Guess I should have checked my calendar first!

 

[Todd Burch]

Per July 2020 Road&Track, page 64, the Cadillac EV sedan "will be hand-built in very small numbers, and could cost upwards of $200,000 ...". Another case of what might have been potential Tesla competition disappearing into the ether.

OMG. $200k. For a Caddie.

 

[Todd Burch]

That said, I still find this thread an echo chamber

... chamber...chamber...chamber.

 

[RobStark]

Per July 2020 Road&Track, page 64, the Cadillac EV sedan "will be hand-built in very small numbers, and could cost upwards of $200,000 ...". Another case of what might have been potential Tesla competition disappearing into the ether.

The Celestiq isn't designed to compete with Model S or Roadster.

But Rolls Royce,Bentley and Maybach.

Supposed to be GM's attempt to reclaim the title "Standard of the World" for Cadillac.

I read a while back a GM executive said the Celestiq will "start" at $200k.

 

[Krugerrand]

The AGM is scheduled for July 7: (subject to health restrictions)

"We are pleased to inform you that our 2020 Annual Meeting of Stockholders (the “2020 Annual Meeting”) will be held on Tuesday, July 7, 2020, at 2:30 p.m. Pacific Time, at the Computer History Museum located at 1401 N. Shoreline Blvd., Mountain View, CA 94043."​

SEC Filing | Tesla, Inc.

ISS (not the one up there) wants a vote against Robin Denholm. Something about stock options for execs have increased by 37.6% since she’s been chair. Article was posted by Reuters.

 

[Unpilot]

Love it! Can't decide if that's a 1st-World problem, or a bladder issue...

Cheers to the longs!

Sadly for me the latter....is a problem of the bladder

 

[Artful Dodger]

OMG. $200k. For a Caddie.

Lol, it's Official now. The EV party can start for the Caddy.

Cheers!

 

[HG Wells]

Sadly for me the latter....is a problem of the bladder

Well, it always worried me when the pilot runs out of the cockpit.
Knowing now that its just a bladder problem is a great relief.

 

[StealthP3D]

That said, I still find this thread an echo chamber

My brokerage account is telling me it likes the echoes it hears in here!
I went to some other websites a few months ago but the echoes were all saying "sell, sell, sell..., sell, ....

My conclusion is that, like with information, there is such a thing as good echos and bad echos.

Unless it's a chainsaw, then all Echos are bad!

 

[Artful Dodger]

Sadly for me the latter....is a problem of the bladder

Hey, if yer gonna be up at 3:30 anyway, might as well buy some TSLA. Promise not to peek.

Cheers!

 

[CanadaEV]

The fact that even a third of TMC members don't expect this to happen until after November 2021 makes me more bullish it could happen off of Q3/Q4 2020.

Barring unexpected bad things happening, Q3 & Q4 2020 are going to be far above what the market (and perhaps even TMC?) is expecting.

In my case, and I think for others, July 2021 is a big landmark. First cars coming out of Germany... but there are rumours this might happen sooner