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

[dc_h]

You have to be aware of context. Lutz wasn't involved with the Bolt development, and had pushed the development of the Volt despite GM recalling all their EV1's (funny how Tesla used that same situation to push for BEV's). It's an in-house political thing, to which he deserved credit for pushing for the plug-in hybrid at all.

That he would bash on Tesla after leaving GM was a case of jealousy and possible paid speaking engagements.

I was talking with someone from Pakistan with personal media contacts. He said pundits there can make over $50,000 a month. I imagine pay for expert witnesses and pundits is much higher here in the USA. Like you said, he maybe doesn’t get paid to show up on CNBC, but gets deals on the back end for speaking at a dealer or polluter sponsored event. Bob the expert witness may be doing very well being wrong.

 

[Krugerrand]

Could be wrong though. Maybe @Krugerrand has some ideas about how they might approach this?

My thought is whatever is logical, reasonable and simple is likely how they’ll do it. *shrug*

 

[Chocochip]

I continue to think we're headed for at least ~$360 between now and the delivery report barring any change in fundamentals.

I agree. I expect reports of MIC Model 3 deliveries to start popping up within December, mainly on social media. And then a P&D report on the 2nd Jan. to get us started off positively into the new year.

At some point, regardless of the effort the Shortz put in to spread FUD, the constant flow of positive news and consistent growth will seep into the consciousness of the investing community and become undeniable. And then we really take off.

 

[Lessmog]

I looked at the stock price this morning and thought it said +0.67, then I blinked and saw that it said +9.67. I think I need some new reading glasses

Maybe now you can afford a new pair. Or save the cash, blink more often and buy more TSLA instead?

 

[Artful Dodger]

Don't look now, but that-which-must-not-be-mentioned just hit a new intraday high: 349.69

 

[Curt Renz]

Benzinga - 18 minutes ago: Exane BNP Paribas Maintains Buy on Tesla, Raises Price Target to $400

Previous target was $300.

 

[Fact Checking]

My thought is whatever is logical, reasonable and simple is likely how they’ll do it. *shrug*

A new building it is then: no shoehorning of Model Y into Model 3 production.

 

[StealthP3D]

Benzinga - 18 minutes ago: Exane BNP Paribas Maintains Buy on Tesla, Raises Price Target to $400

Previous target was $300.

How did he come up with $400?

I think he figured he better pick a price that didn't leave the current share price more than halfway there from his previous (long-surpassed) target.

 

[GBleck]

Chris Paine Talks About Which Companies Will Rise & Which Will Fall As EV Revolution Moves Forward | CleanTechnica

The core challenge for electric cars is, the gas car industry makes money in the aftermarket. The real money is in selling you parts and oil changes. And electric cars don’t have that advantage, which is one of the challenges for Tesla in a way. They have to sell other things.

That's right, like $10/month data subscriptions, which as an investor I'm glad to see and as a consumer ok with it.

Or operate the back end for an autonomous ad-hoc transpiration system.

 

[1101011]

If they add more presses there, they'll need some serious foundations The foundations for the current press line looked like they were digging for the Lost Ark when they were building them

In my part of the world, we always said "Digging to China."

 

[Chocochip]

Not sure this has been posted before, but... wow, it's the first time I see that parking lot completely full!

I mean, the lengths Elon Musk would go to trick us all, with his cardboard shells of cars... and since it's in China, the SEC can't do anything about it! Oh, the fwaud! sarcasm!

Source:
Twitter

 

[hobbes]

According to Minister of Environment of the State of Brandenburg, purchase contract for GF4 grounds Berlin should be ready (via reddit/Bild Zeitung):
AFTER TESLA: BASF builds battery factory in Brandenburg for 500 million euros : teslamotors

Also, BASF is building a factory near GF4 site to produce cathode material for 300,000 EVs/year, not clear if related to GF4 though but kind of suspicious IMHO:
Nach Tesla: BASF baut in Brandenburg Batteriefabrik für 500 Mio. Euro

BASF was on the list of 17 companies we discussed yesterday that got a green light for subsidies from EU.

 

[Chocochip]

Don't look now, but that-which-must-not-be-mentioned just hit a new intraday high: 349.69

View attachment 486806

I can't believe you actually did that! You mentioned it! I was struggling all day to not mention the unmentionable, and you just... casually mention it, like it's no big deal! There's a reason it must not be mentioned!

 

[Artful Dodger]

autonomous ad-hoc transpiration system.

So, can't see the forest for the trees?

 

[gavine]

Had the same. Pretty sad.

I generally find that Google's TSLA page has mostly negative articles. I'm not sure if that's on purpose, or if they sort by trending articles.

 

[Bobfitz1]

Thankfully the impact of Tesla crashes has become increasingly detached from the stock price. This is as should be. Anecdotes have no value in assessing the real world significance of an event.

There may be more, but both Senator Ed Markey (Massachusetts, Democrat) and Senator Richard Blumenthal (Connecticut, Democrat) today have used the complete non event of a Tesla crash into a police cruiser to argue to ban Autopilot.

Many posts have posited that Autopilot was not on or was disengaged by driver immediately before the crash. Doesn't Tesla have data from the car that can answer this question? If they do wouldn't it be short work locating this car's data logs in Tesla database?

 

[keydiver]

Tesla Bull of the day.

Bull of the Day: Tesla (TSLA)

A day seems a bit short.

I think one of the best parts of that article was his conclusion:
"Make no mistake about it, recent results suggest that other aspirants in the electric auto market are going to have to keep chasing Tesla for the foreseeable future."

 

[kengchang]

So, can't see the forest for the trees?

Treelon says Hello

 

[MP3Mike]

Has the frequency of Ihor's TSLA short interest gone down? Or are we just not talking about it that often?

He hasn't been tweeting it as much lately, but if you have signed up for the emails they report it every day. (Just without the narrative about losses/gains.)

 

[SOULPEDL]

Don't look now, but that-which-must-not-be-mentioned just hit a new intraday high: 349.69

View attachment 486806