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

[ntam]

Tesla probably has to use water based paint instead of solvent based paint due to California regulations. Solvent based paint is a lot less sensitive to the environment than water based paint.

Water-based coating vs. solvent-based coating | US Coatings

 

[Krugerrand]

With all due respect can you please reference or quote example of pseudoscience from Elon?

No. Please. I can’t take anymore. Hang on...okay I’ve got a spoon to gouge my eyes out so I won’t have to read another post on the topic. Go!

 

[Krugerrand]

Weeks on end? Some of what's being discussed happened a few days ago.

And some of it happened weeks ago.

 

[LN1_Casey]

Tesla probably has to use water based paint instead of solvent based paint due to California regulations. Solvent based paint is a lot less sensitive to the environment than water based paint.

Water-based coating vs. solvent-based coating | US Coatings

From the article, "Environmental compliance is another common reason for choosing to use a water-based coating."

Maybe there is more than California's regulations that have Tesla use the water-based paint. They are, after all, for the betterment of the environment first and a car company second. I would be far more surprised to learn they switch to solvent based paint if they have the availability, just to prevent a few paint inconsistencies.

 

[Reductionist]

Could we please stop discussing the intricacies of automotive paint application processes in this thread?

 

[hobbes]

From what I gather, the plant's built in paint shop is pretty bad. Decades of dust, poorly laid out, and crowded.

You never know, maybe the paint would be far worse and even more of a bottle neck then what we have right now with out this guy!

I remembered they got a new paint shop a while ago. Googled it - I know this is the manufacturers description so they will make it look good, but this is not some decades old technology but state of the art. Was in 2015:

Tesla Motors building the world’s most advanced paint shop – with Eisenmann technology - Eisenmann SE

 

[EVMeister]

Could we please stop discussing the intricacies of automotive paint application processes in this thread?

What? You mean this isn't the paint thread?

 

[X Fan]

These health officers are out of control.

LA’s is suggesting restrictions will be in place at least through August.

LA Could be Under Stay Home Order Through August, Top Health Official Says

 

[Papafox]

Here's a more elaborate viewing of the thread, and I think Elon is right to keep an open mind... focus on what is said, not who says it:

View attachment 541120

Egads! Elon must have been channeling @Krugerrand when he replied to the Tweet.

 

[Sudre]

I just checked and still no PUTs sold for the most part. Imagine that. I was wondering why no PUTs where being sold today. Now I know why. Tomorrow morning after the next step down there will be a lot more money made selling them instead of today. To me not worth putting a bet on it tho. (pun intended)

Current volume for the day:

 

[Todd Burch]

Big pushdown there.

Shorts working to push TSLA into the green:

Me:

 

[StealthP3D]

Suddenly dropped by over 10 bucks. What was that?

What was that? By my calculation, it's a 1.2% move in the current trading price.

 

[SMAlset]

Newsom taking questions. Final Question Being asked now and no Tesla questions. Surprised, unless he commented on before I listened in. From what I heard it’s still a matter for the County health to decide. Guess we’ll have to wait for action on their part.

here’s the state guidelines now with the expanded list. No general large scale manufacturing.

County variance - Coronavirus COVID-19 Response

 

[jerry33]

What? You mean this isn't the paint thread?

Come on, Investors always paint over what they don't like.

 

[JRP3]

Elon just took care of the biggest threat to production, being shut down.

My point which keeps being missed is it could have been taken care of in a better manner.

 

[CyberDutchie]

Newsom taking questions. Final Question Being asked now and no Tesla questions. Surprised, unless he commented on before I listened in. From what I heard it’s still a matter for the County health to decide. Guess we’ll have to wait for action on their part.

Must be his reaffirming that reopen decisions are left to the local healthcare experts...

 

[avoigt]

Elon did send a message of appreciation to his employees.

He is understandably happy that production started again and it looks like his bold move to open did not lead to a next level escalation.

 

[MP3Mike]

These health officers are out of control.

LA’s is suggesting restrictions will be in place at least through August.

LA Could be Under Stay Home Order Through August, Top Health Official Says

That isn't a surprise at all to me. But it only says that "Some form of stay-at-home restrictions will likely remain in place in Los Angeles County through August". And I agree with that. But reasonable restrictions allowing places that can put adequate protections into place to open is what I expect.

My employer has already told us that the earliest we could think of coming back in to the office is 1/1/2021, and that is likely to be pushed further. (Regardless of any federal/state/county/city restrictions.)

 

[X Fan]

That isn't a surprise at all to me. But it only says that "Some form of stay-at-home restrictions will likely remain in place in Los Angeles County through August". And I agree with that. But reasonable restrictions allowing places that can put adequate protections into place to open is what I expect.

My employer has already told us that the earliest we could think of coming back in to the office is 1/1/2021, and that is likely to be pushed further. (Regardless of any federal/state/county/city restrictions.)

Madness. Economy won’t survive with restrictions into 2021.

Please advise how the proposed additional $3T is going to be paid for without people working and our economy functioning?

 

[jerry33]

My point which keeps being missed is it could have been taken care of in a better manner.

Not so sure about that. From what I've read, he tried to take care of it in a nice manner and was given a flat out no. I think the alternative (to Elon's actions) was to just leave the plant closed for the foreseeable future. Remember before the lawsuit, the County was saying they would look again at the numbers in six or perhaps twelve weeks--and that was just look at the numbers, not reopening or even getting a plan to reopen. Elon forced their hand so they came up with the 18th to make them appear to have a reasonable stance (as if things had changed from the original 4th).