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

[AlMc]

If he was on LOA he jumped back in to participate in the Q4 earnings call in Jan

.

OK. If a company that I held a C suite job in needed my input for a day or so during my LOA I would be OK with that.

 

[⚡️ELECTROMAN⚡️]

If they are really production constrained

Are you still in doubt of demand? I find it hard to believe they would have a demand issue, especially now that they are delivering internationally. I don’t think they have a demand issue, but they are just struggling with the logistics of such a rapid expansion in production and deliveries.

 

[TheTalkingMule]

Bloomberg really pouring on the FUD today!

 

[Zaxxon]

Folks, I had an epiphany last night. The FSD problem is bound to be solved soon. I mean, it's right in Andrej's name: Kar-path-y. It's his destiny to solve pathing issues for cars.

 

[Krugerrand]

This post has 10 disagrees and 3 ironic funnies. The arrogance of this forum is astounding. You are losing against a 5 year market index. I didn't make the mistake neroden did thinking SolarCity was a good idea or what FC did thinking a hardware chip is an important advantage or what almost everybody did not doing the simple math about the implications of a model 3 that cost 38k to build after the dreadnought idea was proven bullshit.

After 15 years of investing in the market the truth remains that all online message boards have negative value.

You’ll be departing then? Yeah, didn’t think so.

 

[Boomer19]

Bloomberg really pouring on the FUD today!

at the end of just about every bloomberg hit piece is “ - With assistance by Dana Hull”

smh

 

[JRP3]

TMC went down for a few minutes for me.

 

[Krugerrand]

I think it was more the pointing out that Chanos only makes money once a decade.

The truth sometimes hurts. I actually loved that after that, Chamath said he’d be happy to compare his record to Chanos’. How about a graph of the two records posted all over the place? That’d warm the cockles of my heart.

 

[Krugerrand]

Sparks fly: Inside the strained Tesla-Panasonic relationship

Operating losses in Panasonic's Tesla battery segment are estimated to have widened sharply in the year ended March 31, to 20 billion yen. (~$180M)

Long article with lots of interesting information.

But is the information truth?

 

[Alexander Grea]

Are you still in doubt of demand? I find it hard to believe they would have a demand issue, especially now that they are delivering internationally. I don’t think they have a demand issue, but they are just struggling with the logistics of such a rapid expansion in production and deliveries.

I think that at the moment the demand equals supply and it is fairly balanced.

However, in the long term I would be happy if TSLA would do low margin subcontracting for GM and at the same time increase the prices of Tesla's vehicles by 20%. The price elasticity for TSLA is pretty low, people will buy them no matter the price. We could see it by fairly little effect that the discounts in January and February had. It works the other way the same. That way they are in compliance with the mission and pumping out as many powertrains as possible. At the same time they get by far the best margins in the industry for their own brand.

 

[ggr]

UK orders are live with expected delivery in June.

Still not able to order in Australia though.

 

[JRP3]

Regarding the range limited Canadian Model 3:

Update: Tesla has informed me the unlock takes the car to an SR+ and one will have to pay the cost difference.

Tesla Owners Online on Twitter

 

[Webeevdrivers]

Lots of news coverage here in BC on all the latest developments as far as the 10.000 dollar CEV and Federal EV grants. Kinda cool because they come right off the price. Right now the new prices for our two top choices are about

Tesla Model 3 SR plus at 50350
Nissan Leaf Eplus SL at 39150.

We still lean towards the Leaf for charging reasons but the model 3 is tempting.

I’m willing to bet there won’t be an inventory Tesla SR plus in BC for months. Let alone Leafs or Kias. Maybe a few of the bolts will start to clear out as well.

Woohoo. Going to be a banner year for EV’s.

 

[ggies07]

I think people should just stfu and let the guy continue to change the world for the better than nitpicking about a few month delay or cherrypicking the predictions that were out, rather than the ones which were accurate. And there have been some really significant predictions which are accurate, like mass-producing model 3 by 2019 (prediction made in 2015). If someone cares so much about quarter to quarter results, or short term profits, or Elon not being a smooth presenter, or whether he delivers 6 months later than he promised on something, then they are just missing the big picture when it comes to how Tesla is going to change the world. They are getting caught up in window dressing. And it's quite easy to get caught up in the rollercoaster of the stock price and all the drama and news put out around the company and Elon. But at this stage, it's hard to imagine a world where Tesla doesn't succeed in joining the likes of Amazon/Apple as a tech/manufacturing giant, yet people still complain about Elon - the man who is making it happen. If they think he is doing a bad job, why don't they go build their own multibillion dollar companies?

That's why I think the company should go private. We have eleven years to try and change our behavior, quarterly results mean nothing in the long run.

 

[Tslynk67]

Also Google Drive

1314984327.mp4

For those not aware, this is the full hour show and I found the whole thing very interesting, not just the Tesla bits.

Thanks for that!

 

[EVNow]

Volume of 120k to push below 235.

 

[Prunesquallor]

In all fairness, CNBC IS reporting on the Tesla-related portion of Chamath's interview:
Chamath Palihapitiya: Musk's Tesla is the 'clear winner' in electric cars

And, just for fun:
Chamath Palihapitiya on short seller Jim Chanos: 'He makes money once a decade'

 

[lklundin]

I think people should just stfu and let the guy continue to change the world for the better than nitpicking about a few month delay or cherrypicking the predictions that were out, rather than the ones which were accurate. And there have been some really significant predictions which are accurate, like mass-producing model 3 by 2019 (prediction made in 2015). If someone cares so much about quarter to quarter results, or short term profits, or Elon not being a smooth presenter, or whether he delivers 6 months later than he promised on something, then they are just missing the big picture when it comes to how Tesla is going to change the world. They are getting caught up in window dressing. And it's quite easy to get caught up in the rollercoaster of the stock price and all the drama and news put out around the company and Elon. But at this stage, it's hard to imagine a world where Tesla doesn't succeed in joining the likes of Amazon/Apple as a tech/manufacturing giant, yet people still complain about Elon - the man who is making it happen. If they think he is doing a bad job, why don't they go build their own multibillion dollar companies?

No, I will not STFU. Instead, let me ask you this:

When Elon Musk has a self-admitted problem with deadlines, how does it benefit his credibility and by extension Tesla's that he commits to forward looking statements involving specific deadlines?

 

[Cloxxki]

What's that, around 150 x 600-700m to finish asap? It's big but I wonder if it really will break records. Let's see how quickly they can put the building into operation and get a few thousands workers trained to start making cars and parts.

 

[Boomer19]

here comes the slamming

grabbing every share on the street available to borrow so they can sell the hell out of it