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

[bubb]

Super nice catch my friend. I couldnt find her on Linkedin. How do you know she is knowledgable?

LESC

 

[amolina]

Note that Tesla has been an active recommendation in at least one Motley Fool service since 2012, and has been recommended by other services offered by them as well during the past several years.

I lost faith in their articles is what I mean. Yes I do agree that their recommendations are solid.

 

[amolina]

LESC

Okay I guess that gives her tons of credibility. Does anybody know what what price point is it at now?
10$ should be probably 20$ atleast since the weight of the battery might get down to about half for the same size of battery no??

 

[heltok]

Nice research, although we can likely put it to rest with the nanowire anode hype. Seebelow tweet, she's a well known researcher closely related to Teslas battery development

https://twitter.com/YingShirleyMen1/status/1297216103890862080?s=20

We should pay attention to the cost per kg. Even those nanowires work (which I doubt) , to produce consistent quality in metric ton scale at 10$ per kg it will be sci fi for now.


So lets say it costs $50/kg at 500Wh/kg, 200kWh->400kg, 400kg=$20000. For Roadster and Plaid this should be ok...

And if one company knows how to take a technology to scale and lower the prices it is Tesla...

 

[amolina]

We should pay attention to the cost per kg. Even those nanowires work (which I doubt) , to produce consistent quality in metric ton scale at 10$ per kg it will be sci fi for now.


So lets say it costs $50/kg at 500Wh/kg, 200kWh->400kg, 400kg=$20000. For Roadster and Plaid this should be ok...

And if one company knows how to take a technology to scale and lower the prices it is Tesla...

Totally agree. Lets say the new technology S/X could be sold at crazy price $ 150k, or something, it should be quite okay for the flagship model. I want to know what is the cost at the moment for this technology now

 

[gabeincal]

Older article, but might be relevant. Behind a semi-paywall, just enable reader view on your browser and voila!

The Race Is on to Build a Better Battery

 

[M|S|M MYP]

Something to look forward to when $TSLA gets into the S&P:

A 4% move would be +$80 for $TSLA

 

[Unpilot]

I guess you missed the context in which the OP mistakenly used Musk's 50% CAGR to apply to stock price instead of vehicle deliveries, admitted that was wrong, edited the post but kept the calculation nonetheless.

You can have your own opinions, but you can't have your own facts.

Well you know what they say about opinions......

 

[Rammstein]

Well, that was a pleasantly uneventful day. First one we've had in awhile.

Uneventful! I’m down thousands of dollars

 

[MikeAtkinson]

Nice research, although we can likely put it to rest with the nanowire anode hype. Seebelow tweet, she's a well known researcher closely related to Teslas battery development

https://twitter.com/YingShirleyMen1/status/1297216103890862080?s=20

I was aware of that tweet, which is why I said:

It looks like to be useful for Tesla production of the silicon nanowire anodes needs to be increased by 5 orders of magnitude and (I'm guessing here) cost reduced by 3 orders of magnitude.

 

[MP3Mike]

You know how they can better reflect the types of businesses in the American economy? How about adding an American automaker? Oh, that's right, they can't do that until 8/31 because the price per share for Tesla is currently too high.

A 4% move would be +$80 for $TSLA

No, it will be ~$16. (Because they wouldn't possibly do it until after the split.)

 

[dl003]

Uneventful! I’m down thousands of dollars

Right? This better gets back on track or I'm going to have to cancel my yacht order!

 

[M|S|M MYP]

Right? This better gets back on track or I'm going to have to cancel my yacht order!

Yacht's no good when you don't got your island to dock it.

 

[ZeApelido]

https://twitter.com/elonmusk/status/1298017332904620033

Ok ok, not happening right now.

 

[Nocturnal]

Right? This better gets back on track or I'm going to have to cancel my yacht order!

That yacht had better be electric or wind powered!

 

[Beltsbear]

Uneventful! I’m down thousands of dollars

Luckily AAPL and DPHC have helped balance by day. But I have way more TSLA.

 

[Tim S]

Something to look forward to when $TSLA gets into the S&P:
View attachment 580302
View attachment 580303
View attachment 580304
View attachment 580305

View attachment 580309


A 4% move would be +$80 for $TSLA

ExxonMobil out of the DOW... Salesforce to replace Exxon in Dow Jones Industrial Average index next week

 

[Nocturnal]

https://twitter.com/elonmusk/status/1298017332904620033

Ok ok, not happening right now.


View attachment 580314

I'm supposed to take the first letter of each word and form an anagram right?

 

[MikeAtkinson]

We should pay attention to the cost per kg. Even those nanowires work (which I doubt) , to produce consistent quality in metric ton scale at 10$ per kg it will be sci fi for now.


So lets say it costs $50/kg at 500Wh/kg, 200kWh->400kg, 400kg=$20000. For Roadster and Plaid this should be ok...

And if one company knows how to take a technology to scale and lower the prices it is Tesla...

I don't think this computation is correct, 10$ per kg it will be sci fi for now. is I think referring to the anode material, not the whole battery.

 

[Prunesquallor]

So, to my small mind:

Friday, the day of record (or what ever it's called) required clean books...and we saw the result (+50%).

Now, the mice a free to play again?

That’s what I’m afraid of. If we see a 3-5% hit at opening every day, it says to me the Phantom Zone has been reopened.