Joe F
Disruption is hard.
Since I only drive a MS, that will have to do.
Fold the seats down and it’s cavernous, so I’m good to go.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fold the seats down and it’s cavernous, so I’m good to go.
bdy0627
Active Member
I didn't realize there was a white one. As I recall, on the livestream, only the blue one was briefly shown.
There was a filling a few minutes ago requesting an extension to the 30th.
bdy0627
Active Member
Details haven't been announced and are under the control of the parties currently.
My tin foil hat on now:
Elon has been dogging
to keep the SP down
to be in a position to get to 51%
Needs ~30% more,
~$15B and dropping
That may be the path.
Elon has been dogging
to keep the SP down
to be in a position to get to 51%
Needs ~30% more,
~$15B and dropping
That may be the path.
GF3 will need cells faster than new capacity can be brought on line by Tesla. Other suppliers may have capacity now or expansion in progress.
Because it is privileged business sensitive information. Just like they will break put ZEV totals but not say who payed what. Or how they don't say how much they pay Panasonic.
It may be part of a sealed SEC filing, or may be disclosed once the cash changes hands.
StealthP3D
Well-Known Member
I didn't buy a new car until I had over $800K in liquid assets and no debt. I didn't spend $55K on a new car until I had over $2,000,000 in liquid assets. But that doesn't mean that plenty of people don't. And I'm not sure how it's even relevant to Tesla's business model. Tesla has no business worrying about whether some of their customers are making wise or poor financial decisions. They just need to appraise what the available market is.
Bro, you need to live a little..lol
Except they have nothing that Tesla needs. Adding more wasteful battery production lines does not have the same quality as improving yield on the existing lines. Tesla is doing the necessary steps. The 'ugly results' of the last quarter mean nothing in terms of teslas viability. Its a transient problem.
To quote Steve jobs:
StealthP3D
Well-Known Member
Haha! I had more fun investing the money and watching my worries about the future melt away! Now I can buy any car I want without worry.
Did you invest in Tesla? This company is not what I call "watching my worries about the future melt away". I think it'll give me cancer before I can enjoy the fruits of its returns.
Thanks for the update. Wish they would figure something out
anthonyj
Stonks
Judge should reject this and throw it all away
bdy0627
Active Member
Assuming Tesla's Q2 and the remainder of the year guidance is fairly correct, Tesla will be doing just fine. Building up cash, setting up greater and more efficient production lines, and starting production of the Y, which will most likely be a cash cow. Once Shanghai is up and running at 3,000+ per week, it should be a whole new ballgame. If they change over to continual global sales in Q2 then this quarter may look a little rough in terms of profit, but after that, things should be much smoother. Of course, Tesla always finds ways to hit another rough spot. However, the time for a buyer has really come and gone. That ship has sailed, unless they are wrong about demand. If sustainable demand is lower than expected and takes longer to grow, then they will need cash.
StealthP3D
Well-Known Member
I have a small position just for fun (and I do think it won't be a bad long-term investment). I added 100 shares today. The secret with investing worry-free is not to invest any money you can't afford to lose and don't be too attached to your money. That's why I wasn't buying new cars before I could afford them. When your needs are small, you can afford to invest with more gusto.
Perhaps not big, just unanswered:
Philippe Houchois
wondering if you could comment on the agreement you seem to have reached with FCA on the possibility of selling your CO2 credits to them in Europe and what that means to your potential cash inflow. When that might start occurring?
Elon Musk
I think it’s a confidential deal with FCA so we and we agreed with FCA not to comment on it publicly so we must abide by that.
Philippe Houchois
...why don’t you reduce some of it {the drama} by disclosing on a monthly basis your deliveries and also maybe disclosing early your greenhouse revenue instead of just reserves so we get right away a better view on some of these details that kind of move the stock.
Elon Musk
I think that would actually be counterproductive because people read too much into what occurred in a month. I mean, even at a quarterly basis, things can be lumpy. And so the more granularity that’s provided on a monthly level, the few would reach all sorts of conclusions that doesn’t makes sense.... people read that would increase the drama, not decrease it.
David Tambourino
... on customer deposits, it looks like it’s essentially flat to maybe slightly down. I understand it’s probably some timing with deliveries that could have helped it towards the end of the quarter. But we would have thought it would have increased given the Model Y ...So, our question is what was the initial order intake for the Model Y? And just coming through combing some of your comment earlier, what daily order rate are you seeing right now for the rest of your products?
Elon Musk
I think we don’t want to comment on the granularity of deposits. Again, people read too much into this. We’re not playing of the Model Y because we’re just not in production so you can’t really read anything into Model Y orders at this point.
David Tambourino
... [Do] you anticipate a further price adjustment the next level view credit phasing out July 1?
Elon Musk
We don’t comment on future price changes unless you see it publicly.
Colin Rusch
...as you look at the Maxwell Technology integration, post close, how quickly do you think you’ll be able to integrate that technology into the battery production? And could you comment on potential for chemistry and form factor changes as you get it integrated?
Elon Musk
I mean, you’re really asking some pretty super secret sauce questions here.
Colin Langan
...do you have a battery supplier yet that’s getting pretty close to the point? { for GF-3}
Elon Musk
... we expect to have multiple cell suppliers for Shanghai Giga.
wondering if you could comment on the agreement you seem to have reached with FCA on the possibility of selling your CO2 credits to them in Europe and what that means to your potential cash inflow. When that might start occurring?
Elon Musk
I think it’s a confidential deal with FCA so we and we agreed with FCA not to comment on it publicly so we must abide by that.
Philippe Houchois
...why don’t you reduce some of it {the drama} by disclosing on a monthly basis your deliveries and also maybe disclosing early your greenhouse revenue instead of just reserves so we get right away a better view on some of these details that kind of move the stock.
Elon Musk
I think that would actually be counterproductive because people read too much into what occurred in a month. I mean, even at a quarterly basis, things can be lumpy. And so the more granularity that’s provided on a monthly level, the few would reach all sorts of conclusions that doesn’t makes sense.... people read that would increase the drama, not decrease it.
David Tambourino
... on customer deposits, it looks like it’s essentially flat to maybe slightly down. I understand it’s probably some timing with deliveries that could have helped it towards the end of the quarter. But we would have thought it would have increased given the Model Y ...So, our question is what was the initial order intake for the Model Y? And just coming through combing some of your comment earlier, what daily order rate are you seeing right now for the rest of your products?
Elon Musk
I think we don’t want to comment on the granularity of deposits. Again, people read too much into this. We’re not playing of the Model Y because we’re just not in production so you can’t really read anything into Model Y orders at this point.
David Tambourino
... [Do] you anticipate a further price adjustment the next level view credit phasing out July 1?
Elon Musk
We don’t comment on future price changes unless you see it publicly.
Colin Rusch
...as you look at the Maxwell Technology integration, post close, how quickly do you think you’ll be able to integrate that technology into the battery production? And could you comment on potential for chemistry and form factor changes as you get it integrated?
Elon Musk
I mean, you’re really asking some pretty super secret sauce questions here.
Colin Langan
...do you have a battery supplier yet that’s getting pretty close to the point? { for GF-3}
Elon Musk
... we expect to have multiple cell suppliers for Shanghai Giga.
You, good sir. I like you. I'm following a similar path myself. I took an M3's worth of money and threw it at TSLA. As of last March, I had enough for a 2020 Roadster. Now it's down to a Model S, unfortunately. Been a rough month.
I thought I heard during the call they were on track for record April deliveries.....
As long as they claim to be making progress, I imagine she’ll let them do it. She’s unlikely to want to throw in a bunch of drama if it seems possible to avoid it.
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