Yes, if you have the urge to trade.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Not sure about the early 2018 time frame: he was talking about fewer shorts giving opportunity to new shorts. 25% of shorts closing their positions is a late 2018 development.
My guess is that the presentation is late 2018 - but some of the data is outdated: either their short position is really old (and now in trouble), or they are trying to mislead via old data: it's hard to base a TSLA short thesis on Q3'18 financial metrics.
Yes, but he also talked about the Samsung OLED screen being used in Apple's "upcoming" iPhone, which implied to me that it would be 17Q2/3
Yes, shipping of raw steel is not a new problem.
What you describe is a common method, temporary anti-corrosives. Another is dry packaging, where the products are shipped in sealed bags or casks that contain absorbers for water and/or oxygen.Where'd the "heroic" button when you need it. Thanks for the summary, in recent months, QTR has become even more toxic than MBS, if that's at all possible.
TBH, I don't wish anyone to lose everything - I just want the shorts to **** off
Actually no, I just shift my activities a bit. For sport, the stamina is still good, so I can for example still compete in local 10 km runs - and take pleasure in the fact that on the short distances my son can now outrun me. Also, I can now afford much better equipment, which to some extent can offset my lessened strength. For example a top notch wet suit for the 30 km swim trek in Morroco that I did over four days with some friends in '17:
But last year at their open doors day my son was invited to volunteer for the local firefighters. Although I am still faster than him on the obstacle course, they rejected me as a volunteer due to my age. Oh, well.
And then, of course, I am well aware that the alternative to aging is to die...
Very important to retain muscle-mass as you age and to stave-off sarcopenia. Correlation between muscle-loss and death is very strong.
Dig a hole?
That'll be @jimmy_d Neural Networks
Come on, how can we be proper Cultists if we don't suggest that God's name is "Elon"?
I'm kidding of course. He's great and all, but he's no Elon.
I thought Elon was the prophet?
Maybe, they're like, *buddies*, you know?
I think mid 2017
Not a waste of time, IMO, but interesting to see how mis-informed they are on something they've decided to short!
In the video they are blatantly lying or misleading about several things:
So it's dishonest or misinformed arguments throughout, we heard them all before - nothing new in there. I watched the video so you guys don't have to.
- FAIL #1: they add hybrid ICE vehicles (a dead-end technology) to make Tesla's market share appear small...
- FAIL #2: they compare income P/E ratio to ICE OEMs, ignoring cash flow and margins.
- FAIL #3: they pretend Tesla needs capital markets for growth, ignoring the Shanghai Gigafactory that is financed through local loans and ignoring the 6-8 billion dollars cash flow Tesla can make in 2019 for growth capex.
- FAIL #4: their slide says $60b valuation, which is $350 share price. Video is dated yesterday, $318 share price.
- FAIL #5: they claim all the batteries and the IP is owned by Panasonic - while in reality the IP is shared and Panasonic's output is exclusive to Tesla: Panasonic is not allowed to make 2170 cells for other carmakers at Tesla's Gigafactory.
My guess: their short position must be in trouble if they are publishing their thesis - they want more shorts to jump on board and help them drive down the $TSLA price.
Indeed, and they short Tesla based on this nonsense. Better hope their Samsung and Hyundai long offsets the loss...
HG Wells
Martian Embassy
Note what Elon says in this panel.
"higher cost versions of Model 3/Y will still be built in US for WW market, incl China."
It may mean they will be reducing the costs for 3's built in China by limiting options and other cost savings..
IE MASS production on a scale we have not seen yet.
"higher cost versions of Model 3/Y will still be built in US for WW market, incl China."
It may mean they will be reducing the costs for 3's built in China by limiting options and other cost savings..
IE MASS production on a scale we have not seen yet.
Pezpunk
Active Member
hmm, does this also mean that the factory would be able to save money by modifying the design of Chinese-built Teslas to (for example) omit safety features that are required in the States, but not in China, or use methods or materials (glues / paints / lubricants / gasses etc) that are banned in the States but allowed in China?
An unspoken aspect: even in China, "Made In China" is not generally seen as a mark of quality. Affluent Chinese generally prefer imported goods. This approach helps keep premium Teslas "premium".
shlokavica22
Member
That was my conclusion as well. Drive the battery prices down with accelerated pace, displace as many ICEs, as fast as possible.
The company is Xyleco. The 60 minutes transcript is up. Looks like it could attract some shorts once they go public. Time will tell as always.
Didn't Elon promise an "advanced summon" feature that would enable your car to park itself in parking lots?
And he promised it "in 6 weeks"?
Oh yeah, that was a promise he made in October:
Tesla's Advanced Summon will be ready in ~6 weeks, says Elon Musk
Why would anyone trust ANY Elon timelines at this point?
And he promised it "in 6 weeks"?
Oh yeah, that was a promise he made in October:
Tesla's Advanced Summon will be ready in ~6 weeks, says Elon Musk
Why would anyone trust ANY Elon timelines at this point?
Someone doesn't know what "~" means before a number. Someone also loves to insert the word "promise" in front of forward-looking estimates.
2virgule5
Member
Hum, because Master plan part 1 got delivered, and part 2 well underway, against all odds? Because SpaceX is doing seemingly impossible things as well?
jhm
Well-Known Member
Have you ever wondered how many Model X Tesla could sell in Asia if they were to produce them in China at a fraction of the cost? I happen to think there is a really solid, low risk investment to be made here. Of course, Tesla is all about bringing new products to market, but this entails risks peculariar to new products and new manufacturing ramp up. So while this sort of high profile stuff is going on. Tesla could quietly build up a 50k/yr line for S/X in China and generate nice cash flow to stabilize growth.
Looking back at the Model 3 ramp, we easily lost 12 month in delays and that put the company into financial peril, punishing shareholders in the process. At that time, Tesla had no meaningful growth capacity for S/X production. Had there been a plant in Europe of China with the capacity to build ramp up an S/X line, Tesla would have had the option to ramp established products while dealing with up expected delays in ramping the Model 3. When Tesla does ramp Model Y, I sincerely hope that it will have some contingency plans to ramp 3, S or X should anything slow the Model Y. Production growth should not come to a screeching halt just because the latest, greatest product suffers a few quarters of delay. We should not keep betting the farm on the next product. All products have upside potential and can grow internationally.
Yep 34 mins ago this was put up
Wall Street is obsessing over the chances of a nasty U.S. recession within the next year
Could have something to do with the pull back
Is it possible, he never plans to make the $35k Model 3 in USA ?
Maybe all cheap versions will be built in China (GF3) for WW consumption ...
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