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

[EV forever]

Elon you son of a b***h, I'm in

Ohhhhh this is hard to say no too.
I think we are in too. Just need to convince my hubby that we absolutely positively need it.

 

[Kenypowa]

No that is for no AP to basic AP. EAP to FSD is $3k until July 1st instead of the normal $4k. (So they are both discounted $1k until July 1st.)

I'm so confused. EAP to FSD has been $3k USD / $4k CAD for a while. My app still shows $4k CAD for the upgrade.

 

[Silent Ludicrosy]

Since Trevor is so into the fueling stations, he should outright pledge that the H2 will be produced via water electrolysis using clean energy.

He could then at least claim that the well-to-wheels is cleaner with H2FC since “our fuel is water, our exhaust is water”. No mining or battery recycling required.

Just to be clear, I think - economically and practically - his concepts are full of it, but one could make the end-to-end argument.

He has committed to green hydrogen. The catch is that the solar farms wont be on site with the hydrogen production. Q&A: Nikola's Trevor Milton on Hydrogen Electric Trucks

 

[Artful Dodger]

That's a lot of people learning how not to close the damn frunk lid on a 3 or Y. Step away from my car please, Jay. Thank you!

Yeah, who does he think he is, Sandy Munro? Mabbe its an 'old guy' thing...

Frunk closure issue

Cheers!

 

[Buckminster]

$TSLA Methinks time to exit Tesla calls would be around end of September 2020 and @elonmusk just announced it yesterday so time to load up on calls right now and ride it until the battery day/ annual meet and then unload everything before Q4 starts
That’s the way I see it right now but I might change my mind at any time

He my doctor?

 

[LN1_Casey]

German market at 889.50 on opening, with 1.13 conversion, its about $1,005. Seems like we're going to flirt with 1k for a while yet.

 

[RobStark]

When was the last time people lined up to take pictures of the new F150 and shared them all over the internet? .

Every time there is an all new F150.

 

[LN1_Casey]

Every time there is a new F150.

To be fair though, unless someone put "new F-150" it could have been just as easily, "Just washed and polished my F-150" because they all look the same.

 

[RobStark]

To be fair though, unless someone put "new F-150" it could have been just as easily, "Just washed and polished my F-150" because they all look the same.

Perhaps to you. Not the Millions of F-150 fans and full size truck fans.

 

[Christine600]

What's the point of a fuel cell? Shorter time to fill up is the only one I can think of. On Battery Day, if they announce some breakthroughs in charge time, or heck, just solid incremental improvement, then that should be the final nail in the fuel cell coffin.

Not so fast! There are limitations on how fast cars can fill up on hydrogen stations depending on how they store and/or generate the hydrogen. One station can only service like 40 cars per day. So if other cars have just filled up you might be out of luck and have to wait for the pump to be ready to be used again.

Just watch this video from Bjørn - he can explain this much better than I can - watch the whole thing or if you are pressed for time jump to around the 10:15 mark:

 

[avoigt]

Expect news about Daimler and Nvidia later today. I may publish a breaking story at CT or similar.

 

[Hytra]

Elon Musk sends cryptic email to Tesla employees about going 'all out' - Electrek

Full email :

“For many reasons, a great deal of Tesla execution worldwide is packed into the final week of the quarter. It is very important that we go all out through end of June 30 to ensure a good outcome. Wouldn’t bring this up if not very important.

Thanks Elon”


I'm very bullish about this.

 

[Christine600]

EU car sales forecast 2020: Record drop of 25% expected this year, says ACEA

Following the first shockwaves of the crisis between mid-March and May, the EU market has contracted by 41.5% so far this year. This situation is expected to ease to a certain extent in the coming months as lockdown and containment measures are lifted throughout the region.

“Given the unprecedented collapse in sales to date, purchase incentives and scrappage schemes are urgently required right across the EU to create much-needed demand for new cars. In the interest of our industry and the wider EU economy, we are calling for the necessary political and economic support – both on the EU as well as the member state levels – in order to limit the damage to production and employment over the months to come.”

Source: EU car sales forecast 2020: Record drop of 25% expected this year, says ACEA | ACEA - European Automobile Manufacturers' Association

 

[Lycanthrope]

Not so fast! There are limitations on how fast cars can fill up on hydrogen stations depending on how they store and/or generate the hydrogen. One station can only service like 40 cars per day. So if other cars have just filled up you might be out of luck and have to wait for the pump to be ready to be used again.

Just watch this video from Bjørn - he can explain this much better than I can - watch the whole thing or if you are pressed for time jump to around the 10:15 mark:

Highly recommended to watch the whole video - it's informative and, of course, funny.

Bjørn was one of the most valuable resources in the early days, I devoured his videos in 2013 before I got my first Model S.

 

[LN1_Casey]

Elon Musk sends cryptic email to Tesla employees about going 'all out' - Electrek

Full email :

“For many reasons, a great deal of Tesla execution worldwide is packed into the final week of the quarter. It is very important that we go all out through end of June 30 to ensure a good outcome. Wouldn’t bring this up if not very important.

Thanks Elon”


I'm very bullish about this.

My bet is that they're already profitable by this point in the quarter, and this final push is to make it an outstanding profit (respectively to the shutdown period). Got my sell orders in at 1.2k and 1.4k, and think they'll pop by this time next month.

 

[strago13]

I know some of you were requesting discounted EAP to FSD.

Your wish has been granted. This upgrade costs $3k until July 1st:

https://twitter.com/elonmusk/status/1275252790625923072

Crap, didnt think hed lower the price, I'm in.

 

[chrsk]

My bet is that they're already profitable by this point in the quarter, and this final push is to make it an outstanding profit (respectively to the shutdown period). Got my sell orders in at 1.2k and 1.4k, and think they'll pop by this time next month.

It will be very interesting to see how the market will react if the result is just a bit positive...

 

[jeewee3000]

Which broker? Which app, can you elaborate a bit?

Broker: Binck (under Saxo Bank)

The platform I got pointed to is:
ABN AMRO Evoting

They call it a shareholder portal.

However, it seems this platform only lets me vote in shareholders meetings of companies supported by this platform. (Some big names as Philips, Shell, Coca-Cola) I don't see Tesla listed.

So I guess the consensus that EU shareholders are scammed regarding voting rights is correct .

(I assume our EU brokers sell these voting rights in some way to entities wanting to have more voting power? I will enquire about this to try and uncover the mystery.)

EDIT: just sent an e-mail to my broker to ask about this. Will keep you posted @Lycanthrope .

 

[Boomer19]

Go on green is a GO! (The next step of stop light reactions.)

20.24.6 installed on 34 cars and pending on 33 more: TeslaFi.com Firmware Tracker

yep. buddy has it. and reverse gives you multiple rear facing cams view

sometimes i use this site as well to track firmware ...any good?

https://ev-fw.com/track-reports.php

 

[CorneliusXX]

My bet is that they're already profitable by this point in the quarter, and this final push is to make it an outstanding profit (respectively to the shutdown period). Got my sell orders in at 1.2k and 1.4k, and think they'll pop by this time next month.

I don't know if it's in the bag. AP and FSD price drops with a couple of weeks to go hint at Tesla wanting to get a little extra revenue this quarter. I doubt they would do that if profit was guaranteed.