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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fact Checking
Well-Known Member
Hey, this could be turned into a Hyundai ad: "Our cars can be mistaken for a Tesla Model 3!" - although the resemblance stops at the door handles already.
Aramco’s Repairs Could Take Months Longer Than Company Anticipates, Contractors Say
Wonder if this will have a upwards impact on oil prices today?
Wonder if this will have a upwards impact on oil prices today?
Krugerrand
Meow
Hey, this could be turned into a Hyundai ad: "Our cars can be mistaken for a Tesla Model 3!" - although the resemblance stops at the door handles already.
Been there, done that.
You wouldn't know it from the headline:
"After $5 Billion in Losses, China’s Tesla Fights to Survive"
Didn't they finish the flatwork on the other loading docks in under 2 weeks?
Further, GF3 has a starting production rate goal of 3k/wk and an end goal of 500k/yr (10k/wk). Even if they did that by fully duplicating the building (doubtful), that put this one a 5k/wk which indicates they could run (inefficiently) at the 3k/wk rate with half the loading docks. Tesla China welcomes superhero guest, Gigafactory 3's target Model 3 output emerge
Wow, so YTD EV+PHEV combined sales were just 186 units in a country of 25 million?! And in a country that has the 10th highest GDP per capita in the world (per wikipedia). Super disappointing.
Now on the other hand, if Tesla delivers 2200 Model 3s in September... that will have a huge impact and trigger future growth.
There are also plenty of stories of delivery dates being pushed back, so Australia is definitely going through delivery hell right now. Here’s another data point: I was supposed to take delivery today (Monday) but it was delayed at the last minute. Tesla is definitely going to have undelivered cars in Australia at the end of the quarter. I’m not a fan of the wave, so I’m okay with that. (As long as they deliver my car.)
Headline makes it like it's a Tesla issue, article talks about NIO.
Can't make this *sugar* up. Bloomberg Hyperdrive is so much S**T/FUD
Meh, I don't mind. Draw in TSLAQ expecting to read an article about how Tesla is collapsing, only to find out instead that it's actually their local hero, NIO.
All cars to Australia are coming through Sydney. The same ship visits other ports but Tesla are handling everything through autonexus in Sydney. The highest invoice number I've seen quoted is 3141 so 2000+ for September is possible but it's already a mad rush. Hopefully the numbers of Teslas coming in make mainstream headlines and give our coal loving government a wake up call.
HG Wells
Martian Embassy
Whats the difference? They both make electric cars.
They both must be stopped !
Chief Editor
Shortsville Times
I wonder if Battery Investor Day will lead to a Cap Raise like Autonomy Investor Day did? Any speculation appreciated
You face two decisions
1) Sell the stock or not? This one’s easy. Unless you know it and believe in it as much as Tesla, or your mom was a much wiser Investor than yourself, then sell it. Even if you do believe in it that much, it still might be right to sell some of it as you may be overweight in a singIe equity. I believe you should be entitled to adjust the cost basis to the date of her death, so minimal tax consequences.
2) If you sell what to do? For the following look at your total investment:
2A) Decide how much of your total investments should be in Tesla ( conventional wisdom would be no more than 50% and many would say 10%-20% max). I and some others here are nearly 100% or more, but that’s crazy talk.
2B) Decide a percentage of the overall portfolio that you wants in bonds. Traditional wisdom might be 20%-40% of your overall investments, but bond returns are so tiny, some say this no longer holds? If you want bonds you can just buy a mix of U.S. and International bond index funds.
2C) For the rest decide on a mix of individual stocks you know and believe in as much as Tesla or if not you can just buy index stock funds. E.g. SPYX tracks the SP500 index with fossil fuel heavy stocks removed. I like QQQ because I believe in the long run technology will “eat the world”. Also possibly buy an international stock index fund.
My advice to a total neophyte investor would be to go with a Bogle 3 fund portfolio (read up on it). Then vary from that as much as you feel comfortable (and never forget to take into account tax consequences!
Decide on an overall strategy. Forget what you hold now (except taking into tax consequences). People have way too much sentimental attachment to stocks they already hold and should not. I fell for it. Personally I really need to divest some of my Tesla and I was luckily doing it last fall, but it’s just so hard to do now with it below $300 / share
PM me if I can help more. I know some, but others here may know more
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You know what else can be mistaken for a Model 3? Another Model 3.Hey, this could be turned into a Hyundai ad: "Our cars can be mistaken for a Tesla Model 3!" - although the resemblance stops at the door handles already.
I was helping out at our UU church yesterday evening, and when I was done I walked up to my blue TM3, spent a minute or two finishing a text by the driver’s door, went to reach for the handle, then spent another 10 seconds wondering what kind of person would peel the wrap off of a door handle (I have black chrome delete) in a church parking lot, before finally realizing my car was actually 2 cars over. There were only about 10 cars in the lot, so I’m liking that percentage.
And I hope they had Sentry Mode on!
willow_hiller
Well-Known Member
Impactful climate protests in the nation's capital this morning: Justin Finch on Twitter
Made it into work just as the activists were wheeling a boat into the middle of 16th and K. Traffic snarled for miles.
Made it into work just as the activists were wheeling a boat into the middle of 16th and K. Traffic snarled for miles.
Looks like Norway got a batch of LRs. 165 registered today so far. It is good to see some uptick there but also the high number of LRs.
Finally, last week of September, Norway sales are rocketing. 165 as of now, we'll probably close >200 today.
If rate continues for the week (and it should) we'll have a much better September than 2018, but QoQ will be disappointing.
Silver lining is that we still haven't seen a lot of SR+ in Norway, so ASP will be higher than expected.
If rate continues for the week (and it should) we'll have a much better September than 2018, but QoQ will be disappointing.
Silver lining is that we still haven't seen a lot of SR+ in Norway, so ASP will be higher than expected.
I wonder if Battery Investor Day will lead to a Cap Raise like Autonomy Investor Day did? Any speculation appreciated
I doubt it. I think the investor day will be more confidence inspiring/ buy more TSLA (Maybe with a little Autonomy thrown in for luck). New machinery should be higher capacity for lower cost (and internally sourced so less mark up). 5 Billion+ is a nice war chest. Elon's (under fire) compensation plan is hurt by dilution. 3 (Fremont and GF3) will fund Y will fund Semi will fund pickup (swap these two if desired). Growth does not seem capital limited at this point (unless they want to go multi-site gangbusters and have the supply/ labor base to pull that off)
Oh, plus, if they have deposits on Pickup in November (hoping that happens), that will boost the cash reserves.
Bloomberg - Are you a robot?
Interesting large article on GM’s decision to go for autonomy and ev’s. No big detail on actual production plans.
One interesting quote suggests they REALLY don’t get it.
“When Reuss made a similar presentation to Barra, her takeaway was that GM eventually could make money on EVs without charging $50,000 or more like Tesla.”
The problem with ev’s Is that the batteries, motors, inverters are just more expensive than gas drivetrains. So they are super uncompetitive against economy car drivetrains. Tesla saw this way back in the Roadster days. Paraphrasing the thought process: “The only chance we have is to compete against high performance vehicles with very expensive engines and transmissions! Then we’ll drive down the cost and gradually compete against lower and lower priced cars.”
It seem like GM thinks. “Hmmm there’s this EV niche that is not competing against our gas cars, so if we can undercut Tesla in price we can beat them”. Completely ignoring that even EV customers don’t want a $37.5k subcompact hatchback (which segment sells for $17k-$25k).
Interesting large article on GM’s decision to go for autonomy and ev’s. No big detail on actual production plans.
One interesting quote suggests they REALLY don’t get it.
“When Reuss made a similar presentation to Barra, her takeaway was that GM eventually could make money on EVs without charging $50,000 or more like Tesla.”
The problem with ev’s Is that the batteries, motors, inverters are just more expensive than gas drivetrains. So they are super uncompetitive against economy car drivetrains. Tesla saw this way back in the Roadster days. Paraphrasing the thought process: “The only chance we have is to compete against high performance vehicles with very expensive engines and transmissions! Then we’ll drive down the cost and gradually compete against lower and lower priced cars.”
It seem like GM thinks. “Hmmm there’s this EV niche that is not competing against our gas cars, so if we can undercut Tesla in price we can beat them”. Completely ignoring that even EV customers don’t want a $37.5k subcompact hatchback (which segment sells for $17k-$25k).
Also of (psychological) significance: total number of Model 3s in Norway has now - in 7 months - surpassed total sales of Model X (sold since June-July 2016 in Europe)
yeah, lets see, but most probably Norway going bananas this week
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