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

[EV forever]

One thing I've mentioned before is that even if they do, it's not the end of the world. Like the hotel construction project here which found the remains of a viking longhouse while excavating. They just modified the plans to include a basement, so that excavation of the archaeological site could continue at its leisure while they built above. The area underneath eventually opened as an in-situ museum.

If I get your drift, if excavations uncover a mastodon or dinosaur, museum entrance fees could represent a lucrative new source of revenue?

Absolutely they can.
Just recently visited Seville Spain as a tourist. One of the tourist attractions is the mushroom structure, during construction they discovered remains of a Roman city. So they excavated it and made it another tourist attraction. Now you have to pay 10 euros to visit the mushroom and another 15 euros to visit the Roman city.
Hey, Tesla can use it as additional source of cash

 

[CanadaEV]

This article bei Zeit explains it quite well: Grünheide: Oberverwaltungsgericht stoppt Rodungsarbeiten für Tesla-Gelände

My assumption that they could still cut the rest of the trees if they have to wait until the public participation process is over in my post above was wrong: After submission ends on March 5, there is a two-week period during which the public input is considered. If I understand correctly, after mit March they would not be able to cut the remaining trees and would have to wait for fall.

Here is the Green League website in case anyone wants to write them a letter.
I suspect (with no evidence so far, but will be looking) that they may be controlled partly by infiltrated fossil fuel shills. Many green organizations become 'greenwashed'.
Tesla steht nicht über dem Gesetz

 

[3Victoria]

Yeah, we'll have to agree to disagree on what the word 'devasting' means. I think that's being overly-dramatic, but feel free to get wrapped around the axle if that helps...

It's not the total volume that is devastating, but rather the loss of relatively small amount of cars that will hurt the bottom lines of OEMs, particularly their profitable luxury brands.

 

[goinfraftw]

This.

‘Air is cleaner than before the Industrial Revolution’: a best case scenario for the climate in 2050

 

[mars_or_bust]

Probably will get some disagrees, but the passive aggresive, pathetic, lets-keep-doing-things-the-way-they-have-been-done-for-the-last-100-years approach of Germany to the Giga Berlin initiative indicates clearly that Germany has very much lost its mojo .... :-(

These continuous obstructions are just silly, and truly embarassing for Germany. An economic powerhouse just does not behave that way.

Even worse, this is not just a German issue - Innovative companies face similar, or other, problems in most of the EU... :-(

I do believe that Tesla will manage to break the bureacratic, and other, ridiculous logjams (pun intended) that are placed in front of it, but China must feel very smug now, looking how EU is failing again in drawing innovation...

 

[Cosmacelf]

I like to compare options to my baseline position of owning shares. So in my mind, the $1250 Leap for an $11k outlay should be compared to the less risky alternative of owning $11k / $800 per share = 13.75 shares.

If the stock price rises to $1360 you can now re-purchase 8 shares for a net loss of 5.75 shares. So while it is technically break-even in the sense that you recover the cost of the option, the reality would be that you lost 40% of your shares.

If the stock goes to $1470 (doubling the option value), that $22k would allow you to purchase almost 15 shares, basically enabling you to “manufacture” 1.25 new shares by risking the original 13.75 shares.

I’m sure you and the other advanced options traders already know this, but as it was a misconception I just recently had in my 1st options purchase, I thought I would point this out to other “rookies”

The risk is a lot higher than that. If the share price doesn't reach the call price by the leap expiry time (like the last couple of years!) then you've lost all 13.75 shares. One reason options are risky is because there is a countdown clock on them and your "investment" could be worth $0. Newbie option traders often don't take into account either the time value or the implied volatility aspects of the option. They are critically important.

 

[Chickenlittle]

Probably will get some disagrees, but the passive aggresive, pathetic, lets-keep-doing-things-the-way-they-have-been-done-for-the-last-100-years approach of Germany to the Giga Berlin initiative indicates clearly that Germany has very much lost its mojo .... :-(

These continuous obstructions are just silly, and truly embarassing for Germany. An economic powerhouse just does not behave that way.

Even worse, this is not just a German issue - Innovative companies face similar, or other, problems in most of the EU... :-(

I do believe that Tesla will manage to break the bureacratic, and other, ridiculous logjams (pun intended) that are placed in front of it, but China must feel very smug now, looking how EU is failing again in drawing innovation...

Best to find out earlier and if necessary (like amazon in NY) go elsewhere more supportive

 

[StealthP3D]

Yeah, we'll have to agree to disagree on what the word 'devastating' means. I think that's being overly-dramatic, but feel free to get wrapped around the axle if that helps...

The transition to EVs in inevitable. This is at worse a delay in the transition, since China (or Poland) will happily swallow any enduring slack in production capacity.

Not overly dramatic if you understand what's at stake here. We have delayed long enough.

Every EV that gets built is sold. There is no slack in production capacity (whatever that means).

 

[Right_Said_Fred]

Here is the Green League website in case anyone wants to write them a letter.
I suspect (with no evidence so far, but will be looking) that they may be controlled partly by infiltrated fossil fuel shills. Many green organizations become 'greenwashed'.
Tesla steht nicht über dem Gesetz

I don't believe these groups are controlled by fossil fuel interests fighting Tesla, it's not all a conspiracy. I know such environmental activists in my own country and the problem is that they are simply too radical in their thinking. They rebel against anything that is progress. They don't want ICE's to be replaced by EVs, they want everyone to simply stop driving cars (and use a bike or public transport instead). They don't want solar parks or wind mills, we should all simply start using a lot less electricity. They are often extremely radical in their lifestyle and have this unreasonable wish that everyone else adopt that same lifestyle. They also don't care about the 12,000 jobs that Tesla would create because they don't want economic growth. Taking this stand against economic growth is easy because they themselves often have a safe job in some public or semi-goverment organisation, paid for by the taxpayers, or they are on benefits.

 

[MC3OZ]

The Future of Fossil Fuels: Will this Decade be their Last?

Some of the authors projections may be slightly optimistic, but his general point is sound....

In particular markets tend to front-run any change, like a shift way from FF.
Brokers and Funds do research and they want to move before everyone else... not after everyone else.
I've seen comments Blackrock still has substantial holdings in oil stocks, but think of it from a Blackrock point of view:

• They probably had to publicly announce a move away from FF before they could make the shift, they don't want to give customers a big surprise.
• They can't sell down large positions overnight, and they know others are watching...

It is likely that the others include smaller funds and brokers, they will be looking to see if the Blackrock actions match their rhetoric, and if so they will front-run Blackrock..

So it is likely Backrock wants a slow transition with minimal disruption, they also want a good stock to invest in which is a hedge against their remaining oil assets, in that case my advice would start searching at the letter T.

 

[CanadaEV]

I don't believe these groups are controlled by fossil fuel interest fighting Tesla, it's not all a conspiracy. I know such environmental activists in my own country and the problem is that they are simply too radical in their thinking. They rebel against anything that is progress. They don't want ICE's to be replaced by EVs, they want everyone to simply stop driving cars (and use a bike or public transport instead). They don't want solar parks or wind mills, we should all simply start using a lot less electricty. They are often extremely radical in their lifestyle and have this unreasonable wish that everyone else adopt that same lifestyle. They also don't care about the 12.000 jobs that Tesla would create because they don't want any economic growth. Taking this stand against economic growth is easy because they themselves often have a safe job in some public or semi-goverment organisation, paid for by the taxpayers, or they are on benefits.

Yes, I agree that they are probably not a subverted environmental group.
Looking into their history, they originated as the GDR (East German) response to Western environmental groups. Three names, Matthias Platzeck, Klaus Schlueter and Reimar Gilsenbach were prominent in their founding. They all seem to be credible environmentalists. However, they are all past figures now.

They leave a legacy of radicalism, even anarchism (the anarchism of Reimar Gilsenbach, probably their intellectual leader). They reject much of the good with the bad. As you point out, that seems to be where the problem is.

 

[Prunesquallor]

...
They also don't care about the 12.000 jobs that Tesla would create because they don't want any economic growth.
..

I‘m sure this isn’t a new thought, but as more and more industrialized nations approach zero or negative population growth, the idea of “economic growth” needs to change to something like “improved efficiency and quality of life”. Transitioning workers from ICE assembly to GF4 fits that definition, I think.

 

[SW2Fiddler]

That looks very much like a beam meant for a crane - like a crane to open up die sets.

Die cranes are typically located near the bay doors so that trucks can back in and the die sets and material rolls can be taken off the trucks.

Here’s the opposite angle view, near the very end of the video for a split second.
Notice the matching components facing the beam on the building’s south wall?

The two doohitchies atop the transverse beam, would they make sense as “two of four?”
Either for die crane(s) or something else?

A seriously strong structure, raised and/or seriously supported, joining Pack Assembly to General Assembly?

I love and am addicted to these Sunday drone gigaporn drops.

 

[Dare]

 

[Fact Checking]

View attachment 511890

Here’s the opposite angle view, near the very end of the video for a split second.
Notice the matching components facing the beam on the building’s south wall?

View attachment 511887
The two doohitchies atop the transverse beam, would they make sense as “two of four?”
Either for die crane(s) or something else?

A seriously strong structure, raised and/or seriously supported, joining Pack Assembly to General Assembly?

I love and am addicted to these Sunday drone gigaporn drops.

Note that there's also more beams on the ground:

At least one more vertical structure.

Teslas GF4 plan documents gave a high level description of the "high pressure metal molding foundry":

• vacuum molding dies,
• 5,000 bar pressure injection of a vaporized aluminum alloy (!),
• 100 kg metal loads,
• cooling system, (speculation: single-crystal, or at least directional grains?)
• X-Ray inspection for internal casting and crystal forming faults.

Based on this I think they will be using relatively small dies, handled automatically, which won't need any big cranes.

The incoming ingots of aluminum might be heavy, but won't need such 100+ ton cranes either:

I'm too puzzled by the strength of that structure.

 

[Prunesquallor]

This.

‘Air is cleaner than before the Industrial Revolution’: a best case scenario for the climate in 2050

This is my belief/hope. The 19th, 20th and first half of the 21st centuries were/will be the price paid to accelerate to a sustainable, high-quality global economy. We will have to clean up the results of the excesses, but cheap, clean energy and energy storage will allow that.

But it may be close. That’s why any short-sighted nonsense is so frustrating.

 

[CanadaEV]

1. I don't believe these groups are controlled by fossil fuel interests fighting Tesla, it's not all a conspiracy. I know such environmental activists in my own country and the problem is that they are simply too radical in their thinking. They rebel against anything that is progress. They don't want ICE's to be replaced by EVs, they want everyone to simply stop driving cars (and use a bike or public transport instead). They don't want solar parks or wind mills, we should all simply start using a lot less electricity. They are often extremely radical in their lifestyle and have this unreasonable wish that everyone else adopt that same lifestyle. They also don't care about the 12,000 jobs that Tesla would create because they don't want economic growth. Taking this stand against economic growth is easy because they themselves often have a safe job in some public or semi-goverment organisation, paid for by the taxpayers, or they are on benefits.

More on this, the position stated by the Green League on their website:

"The VCD also doubts whether large and heavy vehicle models such as the SUV model Y intended for production in Grünheide make a meaningful contribution to the turnaround in traffic. Rather, they could lead to an "exacerbation of existing problems"."
(Translated by Google).

 

[KarenRei]

Note that there's also more beams on the ground:

At least one more vertical structure.

Teslas GF4 plan documents gave a high level description of the "high pressure metal molding foundry":

• vacuum molding dies,
• 5,000 bar pressure injection of a vaporized aluminum alloy (!),
• 100 kg metal loads,
• cooling system, (speculation: single-crystal, or at least directional grains?)
• X-Ray inspection for internal casting and crystal forming faults.

Based on this I think they will be using relatively small dies, handled automatically, which won't need any big cranes.

The incoming ingots of aluminum might be heavy, but won't need such 100+ ton cranes either:

View attachment 511906​

I'm too puzzled by the strength of that structure.

I think that structure is just to build a second floor. They had structures like that in the Phase 1 building if I recall correctly.

ED: Here's how the existing press line building was built:

Might not even be an additional floor - might just be structural reinforcement.

ED2: Let's zoom in:

 

[jerry33]

The incoming ingots of aluminum might be heavy, but won't need such 100+ ton cranes either:

I'm too puzzled by the strength of that structure.

Perhaps it's to handle the bureaucracy.

 

[goinfraftw]

This is my belief/hope. The 19th, 20th and first half of the 21st centuries were/will be the price paid to accelerate to a sustainable, high-quality global economy. We will have to clean up the results of the excesses, but cheap, clean energy and energy storage will allow that.

But it may be close. That’s why any short-sighted nonsense is so frustrating.

It's definitely so frustrating to see the pullback with each step forward to fix this climate change problem. Though, things seem to be moving so quickly - it's remarkable how much has been done in only a month and a half in 2020.