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

[mariaaa]

I guess we will see a new low at around 170 in the coming days/weeks. Currently, I unfortunately do not have any more dry powder to invest, would need to wait 3 weeks.

I hope Tesla stays cheap in the coming 3 weeks, would love to buy an additional 30 shares at these prices.

 

[jerry33]

Pretty sure that is in fact for Type 2 CCS (mostly Europe, some other places). But it's existence does make a Type 1 CCS for North America happening eventually at least plausible. Many stated over and over that it couldn't be done due to rules set for by the CCS organization, but that doesn't seem to be the case. I'm hopeful we see one eventually, though perceptually a CHAdeMO adapter is more important to have now than a CCS adapter for North America I expect that will change over time.

People seem to have forgotten how long it took to get a CHAdeMO adapter for the S.

 

[TMThree]

Earlier this week I bought TSLA at 185 pre-market. They always overreact in pre-market, which makes it a great time to buy sometimes.

 

[Todd Burch]

The ironic thing is that Mexican tariffs will likely hurt other automakers much more than Tesla due to their vertical integration and the fact that the most costly components of Tesla's vehicles are made in the US (battery pack, motors, power electronics, seats, etc.).

Trying to stay clear of politics here but tariffs are just a really bad idea whether you put a D, an I, or an R after your name.

 

[SPDoingGreat]

Tesla valuation is getting ridiculous by the day. The below alone should be worth at least twice the current valuation of $33 bln.

• Largest & state of the art battery factory in the world
  
• FSD (software)
• Tesla Vision (hardware)
• Robotaxis - ride sharing
• Tesla Energy

Batteries are Panasonic
FSD facing liabilities for driving people into trucks
meh
5-10 years away at best, most likely never
Solar roof is a fraudulent product that will never make it to market.

Share price doing great send more money.

Future secured.

 

[Huskyf]

Earlier this week I bought TSLA at 185 pre-market. They always overreact in pre-market, which makes it a great time to buy sometimes.

Just take a look for example GM is only at 3$ to new 52 weeks low !!! Not only TSLA

 

[Huskyf]

Batteries are Panasonic
FSD facing liabilities for driving people into trucks
meh
5-10 years away at best, most likely never
Solar roof is a fraudulent product that will never make it to market.

Share price doing great send more money.

Future secured.

First message with strange name ahhh you are short please go out of this forum !

 

[Todd Burch]

Batteries are Panasonic
FSD facing liabilities for driving people into trucks
meh
5-10 years away at best, most likely never
Solar roof is a fraudulent product that will never make it to market.

Share price doing great send more money.

Future secured.

Valuable first post! Expect your ideas to not get much traction on this forum, but thanks for trying.

 

[Pras]

As I keep adding to my ignore list, I wonder how dark is that “ignored” world that is oblivious to me. It is like sweeping dirt under the bed. Hope there is a way to vacuum these shorts / Care Bears out altogether.

I assume other true “investors” are also ignoring as it will be tough to have reasonable conversation on this board.

 

[anon]

Curious that the UK market is now also restricted to SR+ or Performance only, like the other new markets that have just launched. Then there is an additional "Performance Upgrade" option to add to the Performance car - seems like they should have a different name for that! There used to be other options too.

 

[Dangerous Fish]

Curious that the UK market is now also restricted to SR+ or Performance only, like the other new markets that have just launched. Then there is an additional "Performance Upgrade" option to add to the Performance car - seems like they should have a different name for that! There used to be other options too.

Let's call it "Performance +"

Or we could call the base performance "Performance -"

 

[AcesDealt]

Have to admit I didn't see this coming. Good one Trump, you got me !

I'll take all this tariff business if in exchange they bring back the $7,500 incentive across the board. But alas.. I don't get a say in the matter.

 

[EinSV]

Tesla only selling SR+ and P versions of the Model 3 in RHD markets is a good sign for Model 3 demand IMO.

During the Autonomy Day presentation, Elon said they would favor small battery configurations to maximize the number of cars on the road.

Offering only SR+/P and not LR AWD in RHD markets suggests that Tesla is doing exactly what Elon said they would -- favoring smaller battery cars to get the maximum number of cars on the road. Implicit in this plan is that demand for Model 3 will outstrip cell supply. Otherwise, the logical thing to do would be sell higher margin LR AWD cars.

Even if margins are lower this also should maximize revenue and cash flow since Tesla can sell ~3 SR+ for every 2 LR variants (assuming ~50kWh v. ~75kWh batteries) if it is cell limited.

Together with limited Model 3 inventory availability (the parking lot truthers seem to have crawled back into their holes) and Elon's email last week, the signs point to demand for Model 3 being very strong going into Q3.

 

[IamCathieWood]

Trying to decide when to buy another $1M of TSLA stock. Do you guys think we are at the bottom?

 

[Leo9]

Trying to decide when to buy another $1M of TSLA stock. Do you guys think we are at the bottom?

Are you the real Cathie?

 

[elasalle]

Trying to decide when to buy another $1M of TSLA stock. Do you guys think we are at the bottom?

Need to ask Toilet boy whether it is time to flush

 

[EinSV]

2 new members on ignore in 5 minutes -- that's got to be some sort of record.

On the other hand, likely sock puppet accounts so maybe just one person.

 

[mongo]

Australia... the question is really, how often do people think they'll cross the Outback? That's currently impossible in a Tesla.

Ummm, this outback?
Red Centre Adventure !

There may not be Superchargers, but a Tesla can do it.
Round Australia Electric Highway

 

[Jays200]

Ummm, this outback?
Red Centre Adventure !

There may not be Superchargers, but a Tesla can do it.
Round Australia Electric Highway

Ours was the first MX to cross Australia June/July 18. Had a little fun "rock crawling" a 1000 miles from home last week in the Pilbara

 

[Pras]

Tesla only selling SR+ and P versions of the Model 3 in RHD markets is a good sign for Model 3 demand IMO.

During the Autonomy Day presentation, Elon said they would favor small battery configurations to maximize the number of cars on the road.

Offering only SR+/P and not LR AWD in RHD markets suggests that Tesla is doing exactly what Elon said they would -- favoring smaller battery cars to get the maximum number of cars on the road. Implicit in this plan is that demand for Model 3 will outstrip cell supply. Otherwise, the logical thing to do would be sell higher margin LR AWD cars.

Even if margins are lower this also should maximize revenue and cash flow since Tesla can sell ~3 SR+ for every 2 LR variants (assuming ~50kWh v. ~75kWh batteries) if it is cell limited.

Together with limited Model 3 inventory availability (the parking lot truthers seem to have crawled back into their holes) and Elon's email last week, the signs point to demand for Model 3 being very strong going into Q3.

Margin will improve with volume as well. A lot of efficiency can be gained with streamlining logistics, order book. Plus unlike US other countries cars are used for shorter commutes and people prefer train or flights for long distance. So didn’t make sense to offer that.

The ability of Tesla to centrally make these decision give them a flexibility hardly afforded by other car makers.