Here is a good table of Tesla covertibles https://ir.tesla.com/static-files/6db4f56e-1532-4cd6-b8dc-3ffbffe35e26
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
SpudLime
Active Member
Can you slip in a delivery/service centre in your carry-on?
Congrats on the new S - that's a serious upgrade! And yeah, if there's anything I can do to help with your trip here, just let me know!
How much to rent your couch?
To buy the stock?
Everyday before robotaxi is a thing for the best price.
Buy everyday after robotaxi becomes a thing until you see the next disruption that changes the world.
Since I’ve heard this mentioned many times - maxwell holders are not holding out for a better deal. That’s in no way true and would be suicidal as maxwell was a 3 dollar stock before Tesla and just printed an almost comedically bad quarter. Holders don’t tender until the proxy becomes effective because if you do you are locked up and can’t sell the stock in case anything happens. If the SEC declares the maxwell proxy effective then every institutional holder in maxwell will tender immediately (actually technically they will wait till the last day of the tender deadline period then tender so as to minimize the period during which they are locked up).
The maxwell deal is only waiting on proxy effectiveness - but it is effectively done. No need to worry about Tesla not getting maxwell.
The maxwell deal is only waiting on proxy effectiveness - but it is effectively done. No need to worry about Tesla not getting maxwell.
it's great that they re-iterated the delivery target.
I don't know, maybe it is necessary to hype up things to attract new investment. But I don't believe they can get there in 3 years.
on the other hand, several dozen top notch software developers with cloud computing and ATT wireless charges are lots of money but insignificant to Tesla's bottom line, so I have no problem with him all in.
The question is, when is the ideal time to buy?[/QUOTE]
Now!
Now!
I agree about the Model Y and the Semi, but I was a little taken aback by Elon making the following statement in the Q1 earnings call:
Back in 2016 or so, I clearly remember Elon making the claim that the Solar Roof would last the lifetime of the house. That's a significantly better value proposition than 30 years! A regular, cheap composite roof should be able to last for 30+ years, and it can be walked on and modified over the years as needed.
Further, solar cell technology continues to improve. In 20 years, if we can substantially increase our solar generation by replacing existing panels with newer ones, it'd be a lot easier to do so with standard solar panels.
I think the Solar Roof is going to be a nice niche product for high end homes. Personally, I love the look of slate tile, and installing a slate-style Solar Roof could be the ticket for some. But I can't see us considering a Solar Roof or recommending it to most people unless and until the costs come way, way down.
On the other hand, I'm very happy to see Tesla's new, lower pricing and simpler options on residential solar arrays! Whether this generates significant profit or not, it's the direction that the solar industry needs to move in. I also think that maintaining visibility in the solar and storage business, in addition to EVs, helps Tesla to have a great marketing story (generate, store, and use sustainable energy) that's central to the company's mission. With Tesla's lower prices on panels, though, it's even harder to justify the expense of a Solar Roof.
I mean c'mon guys. No comments on this??? I know there are doubters, including me, as Musk has been full of it on FSD before. But he is so confident in FSD coming soon now that he is either:
- completely lost all common sense and is highly delusional and off the rails, or
- he has enough direct evidence of their current FSD capabilities the ensure these statements are true beyond a doubt within a reasonable time frame to what he is stating.
Artful Dodger
"Neko no me"
"Who approves a merger?"
"The Merger guidelines are a set of internal rules promulgated by the Antitrust Division of the United States Department of Justice (DOJ) in conjunction with the Federal Trade Commission (FTC)."
Another CNBC article (I know many here won't want to click on it!). It reports some Tesla workers being sent home early at times due to issues on the production line. This is a Lora Kolodny article, but it may explain why they are still some way off from getting Model 3 to 7k/week.
Tesla rolls out employee loan benefit as factory workers cope with unpredictable hours
Tesla rolls out employee loan benefit as factory workers cope with unpredictable hours
Wait, this discussion was about MobileEye in HW*3*? Ok, ya, no, that would be dumb.
JRP3
Hyperactive Member
If you are driving at 48 mph and you slow to 41mph does that mean you'll never accelerate again? Ugh indeed.
Ok, let me rephrase then :
Maybe another customer somewhere around the globe almost harassed to different Tesla store and, in despair, told them that he heard that a customer in Munich had been promised a Tesla tow bar
.Maybe he was very insistent and somebody in the so called other places in the world called Munich to tell the vendor that he was not supposed to talk about the tow bar.
I hope this story is totally fictional.
When I click on this, nothing happens. I question the veracity of this cite. IMO, EM has bigger aspirations than $500B for FSD. Just the current lineup of S3X, Y and Semi should bring the company to at least $500B.
powertoold
Active Member
We would have more faith if EAP were perfect on highways right now. EAP is still so far from perfect that it's hard to believe that FSD will come in a year. Elon has consistently been wrong about autopilot timelines in the past.
That link doesn't work. Where did you find that statement?
That said, I do agree that Tesla is likely to become extremely valuable, beyond $500B, if FSD works out as well as hoped for.
This sounds like buying on margin...his money comes from loans backed by his TSLA shares, right? Does he have cash from any other sources?
don’t know details of proxy or if the proxy vote was pushed forward with each tender extension.
but you’re right about nobody tendering until deadline. no incentive to tender early. why lock up shrs. and w/d tendered shares takes valuable time
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