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

[StealthP3D]

It's been discussed briefly, in the context of the shareholder's meeting. It's just another beat-up article, IMHO. One example of it being factually incorrect is

Now Tesla has a current market cap of $185.6B, and close enough to $1000/share, so there are 185.6M shares out there. (That doesn't count synthetic shares created by shorts selling.) So 4.9 million shares being "More than 10%" is flat out lying, it's about 2.6%, and that includes Elon. They also quote $ amounts for what was almost entirely stock/options, and the reason the numbers are so high is that the stock is performing well.

I've already voted to support Robyn Denholm and recommend all shareholders do as well. It literally only takes less than 2 minutes once you locate your proxy number and login to proxyvote.com. I imagine this won't even be a close contest but it can't hurt to show your support.

 

[Khamul]

I've already voted to support Robyn Denholm and recommend all shareholders do as well. It literally only takes less than 2 minutes once you locate your proxy number and login to proxyvote.com. I imagine this won't even be a close contest but it can't hurt to show your support.

I'd like to vote, but I have no idea how, as an European using Degiro. Does anyone know how to do it? I have received no information from Degiro regarding this (and I check my junk mail).

 

[StealthP3D]

I'd like to vote, but I have no idea how, as an European using Degiro. Does anyone know how to do it? I have received no information from Degiro regarding this (and I check my junk mail).

I know nothing about Degiro but every block of shares under an entities ownership should be assigned a proxy code that will be recognized by proxyvote.com. So all you need is the code assigned to your shares by your broker. Then log into proxyvote.com and enter the code.

 

[mongo]

I'd like to vote, but I have no idea how, as an European using Degiro. Does anyone know how to do it? I have received no information from Degiro regarding this (and I check my junk mail).

As I recall from last time, many overseas brokerages don't allow individual accounts to vote.

 

[berryja]

To elaborate, Jack theorizes why battery day has been delayed multiple times from 12:00 - 20:00. His argument is that they can't hold the event until the new batteries are already in vehicles being shipped for fear of Osborning sales of vehicles with the old batteries. He cites Model Y/3 specifically and a 400 mile range.

It's a possibility, but I don't think a certainty.

There are a couple of ways Tesla could manage this problem and are strategies they currently employ:

1) Provide details of the progress but give a long lead-time (12-18 months) or none at all, as per Roadster/Semi/Plaid.
2) Put the new tech in US/North American vehicles only with long lead-time or no date at all for ROW, as per usual vehicle rollouts.
3) Put the new tech in S/X only with long lead-time for Y/3 implementation or no date at all. I think that would be a great way to revive slumping S/X sales and further differentiate between Y/3. A tandem announcement of the battery w/Plaid would do similar (and perhaps the forever-imminent interior refresh). Given the S/X are still using the 18650's from Panasonic in Japan (correct me if I'm wrong?) and Tesla is battery-constrained for the foreseeable future, maybe this isn't supply they would give up? I don't see the new battery tech going in 3/Y only though, as that would add even more fuel to the argument that the S/X are falling behind their cheaper siblings, specifically re: dated interior/exterior and charging.

OTOH, Jack could be right and certainly has a track record of being so (see his massive gains from going long volatility before Tesla's massive run-up). With Autonomy Day, HW3 was already being shipped in all models. This weakened the argument S/X will forever get the best tech first. Following that trend, maybe it will already being shipped in all the vehicles upon announcement after all.

Lastly, Jack mentions he has lung cancer in the vid and seems to have accepted the consequences with a certain level of enthusiasm and confidence in his faith. His vocal cords are damaged as well and he appears to struggle more than usual in his latest posting. From what he said, we may only get a few more videos from him.

His candor, incredible depth of knowledge, and ballsy stock/option trades will be dearly missed when his time comes.

Worth saying again: "His candor, incredible depth of knowledge, and ballsy stock/option trades will be dearly missed when his time comes"

 

[ByeByeJohnny]

She is hoping to get in with one of two companies that are talked about a lot in this thread. I am very proud.

Enjoy your time Dad- it goes quick.

You gonna let her work for Nikola or TeslaQ? Shame on you.

 

[Khamul]

As I recall from last time, many overseas brokerages don't allow individual accounts to vote.

I've just been looking through my Degiro account, and there's nothing that even remotely looks like a proxy code, so I think you're right. Bit of a bummer though.

 

[BlackS]

Happy Father's Day to all of my fellow travelers who have chosen this rewarding path in life!

Amen....my 8 year old daughter told me this today:

Her: Happy fathers day Dad..today, you get one wish and my brother and I will obey it.
Me: I just want both of you to behave and be respectful
Her: Ummmmm...how about i just let you give me unlimited kisses, and ill pretend that i like them??

The joys of fatherhood....

 

[StealthP3D]

Awesome. That thing screams '**** you'.

What it screams to me is "I'm so badass I don't need to pretend I'm anything but exactly what I am".

Reminds me of a shark on the prowl:

What this truck screams to me is:

Hi, my name is ridiculous and I have a small penis but my truck more than makes up for it. If you look at my roofline and front grill you can see I have pretensions of heavy-duty long-haul trucking in my DNA. That's right bubba, you know I'm big and powerful and if you don't believe me I'll let you look at my fuel and maintenance bills. Both bigger than your bar tab. So chew on that!

 

[phantasms]

They lowered AP from $3k to $2k. FSD still requires AP. Hopefully they don’t back out of the buy one get one free deal. Hopefully in the middle of coding.

This should be a nice income boost.

....waiting on that AWD to P update tho. lol

 

[Joe F]

Check out some of Jack’s pics on this thread - Peterson’s Automotive Museum. My point in responding with this post was in response to a previous post about hood scratches and that even with a few imperfections since it is a prototype and a truck, it doesn’t matter - it’s still awesome!

Okay. Thanks. I see where there are swirl marks in those pics, but still don’t see any dents.

I’d be surprised if the swirls are in the stainless. Would have to be something pretty abrasive. More likely someone attempted to wax it, and the swirl marks are in the wax.

 

[dl003]

Happy Father's Day to all of my fellow travelers who have chosen this rewarding path in life!

Thank you. I assume you're talking about the choice of being a TSLA investor.

 

[tcoombes]

Okay. Thanks. I see where there are swirl marks in those pics, but still don’t see any dents.

I’d be surprised if the swirls are in the stainless. Would have to be something pretty abrasive. More likely someone attempted to wax it, and the swirl marks are in the wax.

Yeah, I you may be right. I sure like it!

 

[MTL_HABS1909]

They lowered AP from $3k to $2k. FSD still requires AP. Hopefully they don’t back out of the buy one get one free deal. Hopefully in the middle of coding.

This should be a nice income boost.

....waiting on that AWD to P update tho. lol

View attachment 554635

They haven’t lowered the FSD price for those who bought EAP Still $4000CAD for me. EAP was $6600, so that’s $10.6K. FSD on a new car is only $9200CAD. I’ll keep waiting....

 

[johnm6875]

What it screams to me is "I'm so badass I don't need to pretend I'm anything but exactly what I am".

Reminds me of a shark on the prowl:

What this truck screams to me is:

Hi, my name is ridiculous and I have a small penis but my truck more than makes up for it. If you look at my roofline and front grill you can see I have pretensions of heavy-duty long-haul trucking in my DNA. That's right bubba, you know I'm big and powerful and if you don't believe me I'll let you look at my fuel and maintenance bills. Both bigger than your bar tab. So chew on that!

One is designed by engineers and the other is engineered by designers.

 

[SOULPEDL]

I was checking this out... Nice!
But...
What caught my attention (as I pretend ordered a Model Y for the 5th time) was the FSD missing verbiage from the past. Basically it claims everything my M3 does today. No reverse summons, no turns in city...
Here is the exact wording

Full Self-Driving Capability
Navigate on Autopilot: automatic driving from highway on-ramp to off-ramp including interchanges and overtaking slower cars.
Auto Lane Change: automatic lane changes while driving on the highway.
Autopark: both parallel and perpendicular spaces.
Summon: your parked car will come find you anywhere in a parking lot. Really.
Traffic Light and Stop Sign Control: assisted stops at traffic controlled intersections.
Coming later this year:
Autosteer on city streets.

It does all of this today.

Meanwhile, I was on some curvy roads in Sedona, and it continues to have issues with these, even with all road makings present center and shoulder. This is indicating system limitations and I no longer have full confidence that it will do left truns at intersections wo some hardware changes. Not to say that cant happen, and Im not suggesting Lidar at all. Perhaps higher resolution side cameras, IDK.

Hence, there are now zero promises of tech coming soon other than auto steer on city streets... which it does already technically.
Anyone who knows me gets that I dont say this lightly.

Sorry for the off topics here, but is Tesla getting honest with FSD? Didnt they promise even more in the past?

It's not even a day later and I'm regretting that I lost faith in FSD. Take backs?

I think my curvey Sedona roads were taken too fast for it. The speed wasn't limited and very winding. I recall in the past how exit ramps were difficult at first and the biggest change they made IMO was speed control. So my conclusion is that traffic light turns are possible on this rig, but will likely be quite slow before it gets efficient as you'd expect.

And the FSD rewording (on their order website) to something that exists today - ya that's for Q2 revenue IMO, especially given the recent offers for free AP with FSD. I'm confident they're going to make sure it's a positive quarter, especially seeing ships!

 

[berryja]

It's not even a day later and I'm regretting that I lost faith in FSD. Take backs?

I think my curvey Sedona roads were taken too fast for it. The speed wasn't limited and very winding. I recall in the past how exit ramps were difficult at first and the biggest change they made IMO was speed control. So my conclusion is that traffic light turns are possible on this rig, but will likely be quite slow before it gets efficient as you'd expect.

And the FSD rewording (on their order website) to something that exists today - ya that's for Q2 revenue IMO, especially given the recent offers for free AP with FSD. I'm confident they're going to make sure it's a positive quarter, especially seeing ships!

I got a place across from Indian Gardens in Sedona and my AP1 P85D takes the curves until the new roundabout. Pretty good for older tech.

 

[Beltsbear]

What it screams to me is "I'm so badass I don't need to pretend I'm anything but exactly what I am".

Reminds me of a shark on the prowl:

What this truck screams to me is:

Hi, my name is ridiculous and I have a small penis but my truck more than makes up for it. If you look at my roofline and front grill you can see I have pretensions of heavy-duty long-haul trucking in my DNA. That's right bubba, you know I'm big and powerful and if you don't believe me I'll let you look at my fuel and maintenance bills. Both bigger than your bar tab. So chew on that!

OT but I do remember just a few years ago when Dodge trucks looked nice. With splitting RAM off of Dodge and the hideous grill with the word RAM on it, I am not sure how the owners can stand it. 3 areas of text visible on the side? Busy and cheap looking.

 

[qphan79]

They lowered AP from $3k to $2k. FSD still requires AP. Hopefully they don’t back out of the buy one get one free deal. Hopefully in the middle of coding.

This should be a nice income boost.

....waiting on that AWD to P update tho. lol

View attachment 554635

$2000 just added to their bottom line from me! Happy Father’s Day indeed!!

 

[StealthP3D]

OT but I do remember just a few years ago when Dodge trucks looked nice. With splitting RAM off of Dodge and the hideous grill with the word RAM on it, I am not sure how the owners can stand it. 3 areas of text visible on the side? Busy and cheap looking.

The funny thing is, that picture of the Dodge I posted was a 2020 model year but to my eye it already looks dawdy and dated.

Funny how the Cybertruck will do that to a brand new truck!