HG Wells
Martian Embassy
Now is the time to move on the islands. He's got no lungs.
I wouldn't, he might have that coronavirus.
Probably ate a dead bat. Cats tend to do that.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I wouldn't, he might have that coronavirus.
Probably ate a dead bat. Cats tend to do that.
RobStark
Well-Known Member
In the manufacturers ranking, Tesla (20%) won the Best Seller trophy, being not only its first win in Europe, but also its first podium appearance since 2010...
The three times winner (2016, ’17 & ’18) BMW this time had to conform with the runner-up spot, with 13% share, ahead of #3 Renault (8%, down 1%), with the French brand returning to the podium, despite suffering from a short lineup, with Hyundai (7%) ending in 4th.
EV Sales: Europe December 2019
mejojo
Active Member
I expect the earnings call, followed by Battery Investor Day
Just to add to Green's post
This might all be related to Plaid my speculation is Plaid (and possibly LR) are a new pack, or will be...
SR comes possibly back as 85 kWh 18650s...
What the new pack is is hard to guess, we will find out on battery and drive-train investor day is my guess...
I don't think Tesla wants this kind of stuff leaking out, but it isn't hard to guess it was coming, and hopefully the impact on Q1 demand for S/X is minimal...
Just to add to Green's post
This might all be related to Plaid my speculation is Plaid (and possibly LR) are a new pack, or will be...
SR comes possibly back as 85 kWh 18650s...
What the new pack is is hard to guess, we will find out on battery and drive-train investor day is my guess...
I don't think Tesla wants this kind of stuff leaking out, but it isn't hard to guess it was coming, and hopefully the impact on Q1 demand for S/X is minimal...
Artful Dodger
"Neko no me"
Lol, plenty more where that cat from. And hey, its Friday happy hour, wot?
We need you out here!
Cheers!
2virgule5
Member
Speculations? Yes plenty but no facts yet
I’m still betting on 2170 supply being a bottleneck with imminent Y launch, while 18650 are still available (and subject to same chemistry improvements over time). I think 2170 in S/X will come over for Plaid later this year.
larmor
Active Member
Taycan Porsche Super Bowl ad— free advertisement for Tesla...
Porsche's first Super Bowl ad since 1997 features car chase with its all-electric Taycan
Porsche's first Super Bowl ad since 1997 features car chase with its all-electric Taycan
EVNow
Well-Known Member
At the current prices that would be 100 contracts that says by end of next week the SP will hit $650. BUT, for that to turn into $1M - the SP needs to hit $750 !!
The IV for 1/31 options is absolutely insane at over 110%.
Elon - V3 Supercharger deployment will accelerate considerably this year : teslamotors
So faster charging for Model S/X on V3 Superchargers would not surprise me..
So faster charging for Model S/X on V3 Superchargers would not surprise me..
I wonder how many times they had to charge the toucan.
Speculations? Yes plenty but no facts yet
I’m still betting on 2170 supply being a bottleneck with imminent Y launch, while 18650 are still available (and subject to same chemistry improvements over time). I think 2170 in S/X will come over for Plaid later this year.
My guess is that 18650 will be with the S/X, 2170 or maybe even something new will be in plaid. As that gets to scale, new version of S/X will be phased in with the plaid cells. Tesla will not just halt 18650 abruptly because the 2170s will require a battery pack redesign in which the plaid version can justify having it with the increase in price (meaning lower volume). My hunch is that the plaid and roadster 2.0 will share similar pack design and ramp both cars at the same time 2H.
HG Wells
Martian Embassy
Worth twice the price if our guesses are right.
Coronavirus may ruin it.
Death rate is getting too high.
RobStark
Well-Known Member
Singer3000
Member
Am really enjoying your video series Dave. Out of interest, are there any other companies you see with a clear pathway to 10X in 5-10 years?Ups are definitely more enjoyable than the downs.
It's also extremely helpful that Elon laid out the first 10x goal with his 2012 CEO incentive plan, and he's also laid out the second 10x goal with his 2018 CEO incentive plan.
If Elon/Tesla deliver, then we're looking at a 100x gain... purely on just holding common stock.
It's mind-blowing to think of a 100x gain on common stock within 15-16 years.
The tractor was hilarious. So in 2021 we can look forward to the copycat ad by Tesla featuring the new Roadster being chased by a bunch of S, X, 3, and a random Semi right? Yes, I know this means Tesla would have to actually advertise...but it would be worth it. Especially since they could do their chase through the gritty streets of downtown LA instead of fancy-schmancy Stuttgart, such as for example seen in this video.
Well, thanks to green osborning effect already hitting reddit and soon the other Tesla media outlets. Hopefully we get an announcement before earnings or during earnings because the last thing you want is to Osborn in Q1.
willow_hiller
Well-Known Member
I was about to post a tweet I saw this year aledging Tesla was planning a Superbowl ad, but in the process of searching for said tweet I discovered that this has been a persistent rumor for the last 8 years...
EVNow
Well-Known Member
What guess is that - one where suddenly Tesla recognizes some $2B in profit ?
Similar threads
- Locked
- Locked
- Locked
