204EV
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for those hating the new NASDAQ page
Tesla, Inc. Common Stock (TSLA) Real-Time Stock Quote - NASDAQ.com
Tesla, Inc. Common Stock (TSLA) Real-Time Stock Quote - NASDAQ.com
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Tesla 10K worldwide Model 3 production target validated by production planning at GF1/Sparks for the end of 2019:
So 8,500 at Fremont and 1,500 in Shanghai? During the 2019Q2 CC, Elon stated the mix might be something like 8.3-8.6 Fremont and remainder from Shanghai. This new info seems to confirm the planning.
Cheers!
carsonight 9 hours ago
"Considering the complexity of electric motor and battery pack manufacturing, I wouldn’t be surprised if Tesla imports some from Gigafactory 1 in Nevada..."
The batteries for the initial 3k per week [at GF3] will indeed be coming from Nevada. I am told the goal at GF1 is 10k batteries per week by the end of the year.
So 8,500 at Fremont and 1,500 in Shanghai? During the 2019Q2 CC, Elon stated the mix might be something like 8.3-8.6 Fremont and remainder from Shanghai. This new info seems to confirm the planning.
Cheers!
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True. Might be bad news for Tesla as shorts will point that Rivian was chosen over Tesla, blah...
That's my thought as well. The only thing that will prevent that is if they somehow still can't pull a profit. The SP still seems stupid cheap.
Sort of. These are two distinct businesses. Even if they were under the same corporate umbrella you still don't just transfer goods over. Business 1 doesn't want to "sell" products to business 2 at cost just because they are owned by the same company.
DFibRL8R
Active Member
Nice Cameo from the Charlottesville Supercharger towards the end of that video.
Artful Dodger
"Neko no me"
Rivian (when finally available) will offer inferior motors, electronics, bty density, software/updates, charging network/solutions, fleet management integration, autonomus delivery vehicles and safety.
So yes, inferior.
Elon tweeted about buying 'gliders' from Daimler (likely the Sprinter van). He said he'd approach them about the purchase. Nothing public has come of it.
Again, Tesla stands alone at the alter, while others falter.
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OT
Greta is lightning a fire (figuratively speaking) around the world. Her speech is amazing.
Greta Thunberg on Twitter
Greta is lightning a fire (figuratively speaking) around the world. Her speech is amazing.
Greta Thunberg on Twitter
Thoughts re: SpaceX/Starlink:
If Starlink turns into a cash machine... is there anything that could stop Elon from just using SpaceX to buy up Tesla, bit by bit on the open market? Not that they would want to, but could any SpaceX investors stop him if they did?
SpaceX could of course pay a dividend and Musk could use the cash to personally buy Tesla stock. But using SpaceX to buy it would nearly double the buying power.
At 30% SpaceX ownership of Tesla, plus his 20% personal stake, would Musk not, for all effects and purposes, fully control Tesla?
If Starlink turns into a cash machine... is there anything that could stop Elon from just using SpaceX to buy up Tesla, bit by bit on the open market? Not that they would want to, but could any SpaceX investors stop him if they did?
SpaceX could of course pay a dividend and Musk could use the cash to personally buy Tesla stock. But using SpaceX to buy it would nearly double the buying power.
At 30% SpaceX ownership of Tesla, plus his 20% personal stake, would Musk not, for all effects and purposes, fully control Tesla?
Artful Dodger
"Neko no me"
Lol, Jeff Bozos / Amazon is the majority owner of privately held Rivian. They are of almost no interest to Wall St. (cant short'em)
Didn't get to see it, but Chanos was on CNBC pumping his latest stocks he's shorting. I didn't see an article from CNBC mentioning Tesla! Did he really not say anything about Tesla? Could even HE be moving on?
LN1_Casey
Draco dormiens nunquam titillandus
Tesla on Twitter
Tesla said they just came in at 7:20 lap, and aim to do 7:05 next month.
Edit: "Can achieve 7:20" which some can argue means it's possible, but not that they did it.
Tesla said they just came in at 7:20 lap, and aim to do 7:05 next month.
Edit: "Can achieve 7:20" which some can argue means it's possible, but not that they did it.
That would be sad if Chanos got out. I would like to see him stay short until the end of his career. He deserves it.
We generally try to avoid this topic. We don't want shorts actively go against SpaceX. If Elon's SpaceX shares worth $60B, he could borrow $10B against his shares. Long time ago I heard Larry Ellison borrowed $10B against his Oracle shares and used the money for investment.
mickificki
Member
Adam JonASS building Tesla up only to tear Tesla down after 3q earnings/deliveries.
jhm
Well-Known Member
I was thinking along the same lines. I'd love SpaceX to pay Musk a big dividend so he can do dolar cost averaging on buy up Tesla shares. He'd also be monetizing the shorts in the process.
Edit: Oh yeah, Musk's Tesla compensation pack is critically based on driving up Tesla's market cap. So buying up Tesla shares when they are priced low could pay off handsomely for Musk.
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Can someone please get Porsche a umbrella and rain jacket cause Tesla is raining all over their Taycan hype.
Stars aligned
Member
anthonyj
Stonks
Artful Dodger
"Neko no me"
How do 'shorts actively go against SpaceX'? Its not a publicly traded company. Thats the main reason Elon was considering taking Tesla private.
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