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

[HG Wells]

Is this really risk free shorting? Where SP going down provides a big profit and SP going up has no financial impact because they can simply ‘give back’ the shares (except for the low borrowing costs)? I can’t believe such a thing is possible, as everyone would be doing it constantly.

I think it just reduces time. IE they can short in after hours trading and have the shares available.
Or if ER is good, they return shares the next morning.

 

[Tslynk67]

Starting to feel the heat from the burning shorts here in Paris.

Note that tomorrow will be the hottest day in decades here, is that a sign about what’s going to happen sometime later today...

41.2°C in Bordeaux today, hottest since records began. We're expecting the same record to fall tomorrow in Belgium too.

Normally we'd be so happy to get some warm, sunny weather here, but it's unbearable with the humidity and for people that are used to 22-26°C most of the summer...

 

[lascavarian]

This might be a dumb statement, not my area at all, so I apologise up-front, but looks like PCB or even chip design scaled up.

It seems the rectangular wiring bus/harness would be able to fit into a cast tray in the cast pan. There would be improved stability and protection probably extending durability over time. Subassembly areas would plug to the bus/harness (water resistant?) for today and someday just link up via RF. This stuff would work well for space travel as well IMO and is EXCITING.

Bring on the Jeffries Tubes!

 

[HG Wells]

41.2°C in Bordeaux today, hottest since records began. We're expecting the same record to fall tomorrow in Belgium too.

Normally we'd be so happy to get some warm, sunny weather here, but it's unbearable with the humidity and for people that are used to 22-26°C most of the summer...

That's over 106 F.
Not everyone has air conditioning in Bordeaux.

 

[Bobfitz1]

Another train horn video - in a Buddy EV. (Norwegian comedians - Ylvis)

Still not convinced thats the right sound for an EV. ;-)

For any geek who grew up in the 60s, the Batmobile has to be the model for the EV sound. IMHO

(With option to include the squealing tire sound when needed!)

 

[Tslynk67]

It seems the rectangular wiring bus/harness would be able to fit into a cast tray in the cast pan. There would be improved stability and protection probably extending durability over time. Subassembly areas would plug to the bus/harness (water resistant?) for today and someday just link up via RF. This stuff would work well for space travel as well IMO and is EXCITING.

Bring on the Jeffries Tubes!

I don't want to see Jeffery's tubes, thank you!

Now there's a thought, integrate the main loom into the cast structure of the car. One for power, one a bus/can for commands. I suppose that's how cars work these days, not a traditional multi-wire loom as such?

 

[Tslynk67]

That's over 106 F.
Not everyone has air conditioning in Bordeaux.

TBH, people in Bordeaux are used to mid-high 30°C in the summer, it's normal in the South of France, but it's definitely not the case for Brussels

Very, very few residential homes have airco here - hurts to say it, but the best place to be is in the office.

 

[Tslynk67]

On Topic: Shares dive as Aston Martin cuts sales forecasts

Aston Martin is the latest car company to take a hit to its business from a slowdown in consumer confidence in Europe.

Car companies in the region are also struggling with concerns over the potential fallout from Brexit and tougher regulations on emissions.

Blah, blah, blah, etc. No mention of EV's, but you can bet Tesla takes sales away from Aston.

 

[FrenchBoy]

41.2°C in Bordeaux today, hottest since records began. We're expecting the same record to fall tomorrow in Belgium too.

Normally we'd be so happy to get some warm, sunny weather here, but it's unbearable with the humidity and for people that are used to 22-26°C most of the summer...

That's over 106 F.
Not everyone has air conditioning in Bordeaux.

Almost nobody has air conditioning in France... neither most of public transportation...

Back on Tesla, is there a reason the postponed the ER call? 00:30 will be hard...

 

[mongo]

It seems the rectangular wiring bus/harness would be able to fit into a cast tray in the cast pan. There would be improved stability and protection probably extending durability over time. Subassembly areas would plug to the bus/harness (water resistant?) for today and someday just link up via RF. This stuff would work well for space travel as well IMO and is EXCITING.

Bring on the Jeffries Tubes!

Or go injection molded around the preformed conductor/ insulator/ wire stack up.

Wired is more reliable than wireless and you'll need the harness to get the power there anyway. Plus, automotive electronics are mostly exempt from FCC testing unless they are active transmitters.
@Lycanthrope this is somewhat similar to PCBs in that is a layered build up approach; however, all the pieces are preformed as opposed to etched from a sheet of copper plated on a substrate.
Another huge take away is that the control modules are optionally direct soldered to the harness, eliminating 2 connector bodies, multiple pins, and the crimp/ insertion operation. (See also the Model 3 BMS to flex connection).

 

[STARR X]

On Topic: Shares dive as Aston Martin cuts sales forecasts

Aston Martin is the latest car company to take a hit to its business from a slowdown in consumer confidence in Europe.

Car companies in the region are also struggling with concerns over the potential fallout from Brexit and tougher regulations on emissions.

Blah, blah, blah, etc. No mention of EV's, but you can bet Tesla takes sales away from Aston.

It seems so obvious, but is it? As ICE cars sales decline, for whatever reason, that company’s share price will decline too. But as EV makers (Tesla) continue to increase sales, share price should increase.

 

[mongo]

Almost nobody has air conditioning in France... neither most of public transportation...

Back on Tesla, is there a reason the postponed the ER call? 00:30 will be hard...

SpaceX launch at 6:24 EDT?
Just enough time for the start of call intro to cover Tony's Elon's late arrival.

 

[Xenius]

SpaceX launch at 6:24 EDT?
Just enough time for the start of call intro to cover Tony's Elon's late arrival.

Elon trying to distract from disastrous earnings again! TSLAQQQQ /s

 

[Tslynk67]

It seems so obvious, but is it? As ICE cars sales decline, for whatever reason, that company’s share price will decline too. But as EV makers (Tesla) continue to increase sales, share price should increase.

Don't try to bring rationality into $TSLA SP!!

But a watershed moment will come at some point when:
a) shorts finally accept that the game is up
b) Big Oil realise there's no point wasting more money supporting their ongoing smear campaig
c) climate deniers give in with their B.S. or die of heatstroke
d) more favourable administration in the US backs stronger regulation and mitigation against climate change
e) nobody is buying ICE any more, if only because they become regulated out of existence

Then we'll see what Tesla is really worth, without the lies, the FUD, the BS, the manipulation and shorties pulling us down on a continual basis.

 

[Bet the House]

In case anyone forgot, Elon from the shareholder meeting:

"So, we’re actually doing well, and we have a decent shot at a record quarter on every level. If not, it’s going to be very close."

We will see what "every level" means this afternoon.

 

[larmor]

Don't try to bring rationality into $TSLA SP!!

But a watershed moment will come at some point when:
a) shorts finally accept that the game is up
b) Big Oil realise there's no point wasting more money supporting their ongoing smear campaig
c) climate deniers give in with their B.S. or die of heatstroke
d) more favourable administration in the US backs stronger regulation and mitigation against climate change
e) nobody is buying ICE any more, if only because they become regulated out of existence

Then we'll see what Tesla is really worth, without the lies, the FUD, the BS, the manipulation and shorties pulling us down on a continual basis.

Or electricity just gets cheaper relative to gas, and then it becomes hard for people to avoid EVs.

 

[Speedr117]

To echo someone else's question, do we know why the call got pushed back an hour to 3:30 PST, 6:30 EST?

 

[Fact Checking]

Wired is more reliable than wireless and you'll need the harness to get the power there anyway. Plus, automotive electronics are mostly exempt from FCC testing unless they are active transmitters.

Indeed - unlike for consumer products, wireless in automotive electronics has almost no upsides, and has a LOT of downsides: interference, regulatory approval, reliability and security.

@Lycanthrope this is somewhat similar to PCBs in that is a layered build up approach; however, all the pieces are preformed as opposed to etched from a sheet of copper plated on a substrate.

Yes, Elon's very much into additive manufacturing, that's what SpaceX has gravitated towards as well primarily: sheet based assembly and casting instead of machining.

Another huge take away is that the control modules are optionally direct soldered to the harness, eliminating 2 connector bodies, multiple pins, and the crimp/ insertion operation. (See also the Model 3 BMS to flex connection).

Another big advantage I can see is the fundamental extensibility for refreshes:

• They can "over-specify" the new harness backbone leaving a lot of free space for future power draw and communications bandwidth. New sensors or higher power draw units can be added during minor refreshes without having to run a new wire - just by using some of the existing 'reserved' capacity. There's very little material cost because the total length of the conductors in the backbone is measured in meters, not kilometers.
• They can also simply start making a new harness with a bit more conductive material to preemptively increase capacity - there's going to be enough free space around the initial harness to grow in any of the dimensions.
• They might even 'phase in' the backbone capacity to grow it before new units are installed - allowing experimental sensors/units with a higher power draw before committing to a specific production plan. I.e. better interaction with ongoing R&D efforts.

 

[Runarbt]

To echo someone else's question, do we know why the call got pushed back an hour to 3:30 PST, 6:30 EST?

Spacex launch.

Better get that over with before and not during the call.

 

[Fact Checking]

To echo someone else's question, do we know why the call got pushed back an hour to 3:30 PST, 6:30 EST?

I'd guess due to the SpaceX CRS-18 launch to the ISS that is scheduled shortly before the earnings call:

r/SpaceX CRS-18 Official Launch Discussion & Updates Thread : spacex

NET 22:24 UTC / 6:24 PM EDT Wednesday July 24 2019 (instantaneous window)
​

Instantaneous window means there's no same-day scrub, any scrub delays the launch by ~24 hours.

The earnings call is 6:30 ET - which I'd not be surprised to see delayed by a few minutes while Elon follows the CRS launch. It's about T+12 minutes after liftoff that it's clear whether all fine with the launch, that's when the Dragon solar arrays deploy in a nominal launch.

That's around 6:36 ET, and I'd expect Elon to show up at around 6:40 ET at the latest.

At least that's how I'm reading the timestamps.