Artful Dodger
"Neko no me"
That's called a shallow cycle. Similar to a deep cycle, but still a cycle. Ni-Cad btys were particularly vulnerable to capacity loss due to shallow cycling. It sounds like this guy is WAY out of date on bty tech.
Cheers!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Cheers!
CyberDutchie
Active Member
I was in the Tesla store at Palo Alto Stanford Mall today to make an appointment for a Model Y test drive (they have one, first opening on Sunday). The lady in the store said if ordering today, September delivery. So, the website likely incorrect? Who would you believe?
Artful Dodger
"Neko no me"
Lol, then why does their headline claim "Honda Civic Is Best Seller in California New Vehicle market"?
Jolly jokers just can't bring themselves to see the sea change. Now, with the start of Model Y deliveries, it's coming like a Tidal wave (Tsunami of Hertz?)
Cheers!
CyberDutchie
Active Member
I think this news article on CNBC contributed:
Led by Tesla, electric vehicle sales are predicted to surge in 2021
Article released 2.5 hours before market close. I wonder if the writer thought this might sink TSLA because of the old argument of "Tesla killers" are coming...
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Krugerrand
Meow
Simply - no.
What are any of us to do about this next little bit while we wait and see how extensive the recession is or is not? Whether there’s a second outbreak bigger and badder than the first?
I should do what exactly with my shares of TSLA? Sell? Why? So I can never again own as many as I do now because if TSLA SP ever gets that low again a) we’re all doomed and b) money isn’t going to be of any use to any of us.
So I need to be cautious for what reason exactly? At this point either Tesla knows what it’s doing or it doesn’t. If it doesn’t see a) and b).
I have heard about being cautious before concerning demand issues. Many times actually. The outcome has always been the same; a mountain made of a mole hill with Tesla continuing to sell more and more cars and the SP eventually reflecting that.
Soon I’m going to have heard just as many cautions concerning one model cannibalizing another model. Might have to start adding cannibal shares too.
Caution is for the short term gamblers so they can protect against being less lucky. I don’t care what happens to them and I just finished being a short term ROKU gambler recently. My gamble worked out, but if it hadn’t I’d have said, ‘Self, you got no one to blame but yourself.’
So no. I’m not entertaining any cautious thoughts or feelings concerning TSLA or Tesla because of current world events or current vehicle pricing or near term future events. I’ll buy my demand shares when it’s played out, yet again, and I have a final tally. I have no idea what the SP will be then and honestly I don’t care, they’ll be cheap regardless.
Agree with your comments that a factory could be suitable for the UK - particularly if production was weighted more towards batteries. The UK is one of the best places for battery storage - as you say there's large amount of intermittent wind energy. There's also a surprising amount of solar given the weather and latitude. Grid scale battery storage could do very well here.
The energy market is also quite sophisticated with many frequency control and other energy stability markets which can be locked in in advance (which makes financing easier) along with floating spot rate energy where Autobidder could run wild extracting profits. Scaling battery storage will provide even more flexibility for Atobidder to trade.
In addition to many of the great universities and relevant companies you mentioned, pretty much the entire Formula1 engineering industry is headquartered in the UK - In my opinion many of these great engineers will be looking for a new home over the next 5 years as legacy OEMs limit their investment in ICE powertrains.
Thumper
Active Member
F1 is a giant anachronism. It is paid for by petroleum and legacy car companies largely. I don't see it surviving much longer. Covid may have done it in already. Legacy car companies will soon be unable to justify the spending. Some of the excellent engineers that are shed will migrate over to Formula E but there should be many that are available to Tesla and Space X. They will be accustomed to the culture of rapid innovation and first principle thinking that is the hallmark of Musk industries.
LN1_Casey
Draco dormiens nunquam titillandus
Is everyone ready for another Model X filled SpaceX launch prep for today? Supposedly the weather is still a bit iffy, with a 50% chance of another Scrub. The next launch would be tomorrow, but storms are also predicted for then.
I agree with you but...just as Tilburg came to exist to minimize the negative impact of EU duties so also other CKD and/or more specialized factories will certainly be happening. The UK, for example, could well be primarily about storage, and possibly mostly utility level storage. If for vehicles also, perhaps, but certainly no GF. It seems transparently obvious that an application to be a utility-level energy provider is connected to the factory speculation. The time has come to be somewhat more refined in our thinking about what new factories will do. After all Fremont, GF-1 and GF-2 are not remotely similar, nor is GF-3 seeming to be an analogue for any of the others. As for GF-4 we know surprises will come. We seem to be largely ignoring the probable output of new development facilities in China and Germany. Then we have not much direct insight into the pending new US factory, probably Texas. We all assume that that one will produce Cybertruck, and lately we assume Model Y. The Cybertruck one is certainly true but what else? How about storage? A quick change in Texas regulation and suddenly Texas will become the largest NA storage market. Beyond that how will Tesla meet the CA demand for solar roof plus storage as the CA new housing market recovers? Another new factory will be in the offing. Will one of the new ones be on the US/Mexico border, or the US/Canada one? Just think, please, what continuing growth of ~50% per year or even 25% will mean. There must be at least five or six new factories of one size or product combination or other.
We are being far too limited in our thinking.
Survey of central bankers and finance ministers. One quote:
"Clean energy infrastructure is also helpfully very labour intensive in the early stages –one model suggests that every $1m in spending generates 7.49 full-time jobs in renewables infrastructure, 7.72 in energy efficiency, but only 2.65 in fossil fuels"
"Post-crisis recovery spending offers an opportunity to embed climate-positive behaviours, by supporting teleworking, high-speed broadband connectivity, and residential energy efficiency."
https://www.smithschool.ox.ac.uk/publications/wpapers/workingpaper20-02.pdf
"Clean energy infrastructure is also helpfully very labour intensive in the early stages –one model suggests that every $1m in spending generates 7.49 full-time jobs in renewables infrastructure, 7.72 in energy efficiency, but only 2.65 in fossil fuels"
"Post-crisis recovery spending offers an opportunity to embed climate-positive behaviours, by supporting teleworking, high-speed broadband connectivity, and residential energy efficiency."
https://www.smithschool.ox.ac.uk/publications/wpapers/workingpaper20-02.pdf
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BOBTHEJOCKEY
Member
How is it possible that anybody can be as smart as Elon Musk? I honestly believe Elon should freeze a lot of his sperm. He now has 5 children. I think he should have many more.
I posted on my facebook page yesterday that a lot of these Minneapolis George Floyd riots were caused by people overreacting to pandemic isolation. Being cooped up in an apartment for two months alone without exercise and washing my hands every 20 minutes would cause me to explode and overreact to any bad news on tv. Heck what do I know? I got so many angry posts that I deleted it. Am I seeing this wrong?
I post this irrelevant information because I don't know how to start a new post. My apologies.
X Fan
Active Member
Yup, most of FL is now in the "wet" season with TStorms every afternoon. Northern Fl is much less frequent/severe than South but still an issue.
Lol, then why does their headline claim "Honda Civic Is Best Seller in California New Vehicle market"?
Jolly jokers just can't bring themselves to see the sea change. Now, with the start of Model Y deliveries, it's coming like a Tidal wave (Tsunami of Hertz?)
Cheers!
They've published a revised PDF with the correct headline:
Tesla Model 3 Is Best Selling Car in California New Vehicle Market; RAV4 is Light Truck Leader
https://www.cncda.org/wp-content/uploads/Cal-Covering-1Q-20-REVISED.pdf
Now they just need one more update:
Tesla Model 3 is the Best Selling Vehicle in California, including the Light Truck segment led by RAV4.
Given that US Shale/Fracking got recently screwed by OPEC+, if TX (which already has large wind generation) get's into Virtual Grid via storage, US Oil can remain in ground, and there should be public (US) consensus (one would hope) to transition to EV even faster.
Artful Dodger
"Neko no me"
Comparing the NASDAQ weekly chart for TSLA vs QQQ (ie: NASDAQ-100 index), we can see that TSLA very nearly recovered the ground it lost midweek as macros posted gains.
I do think some of the gain in the last 15 min of trading for TSLA was (as @Curt Renz often points out to us), large Institutional investors 'right-sizing' returns at the end of the month.
It will be interesting to see if this happens again on Tue, Jun 30 (also the end of the Quarter), so consequently the closing SP is of great interest to large investors.
Cheers!
I do think some of the gain in the last 15 min of trading for TSLA was (as @Curt Renz often points out to us), large Institutional investors 'right-sizing' returns at the end of the month.
It will be interesting to see if this happens again on Tue, Jun 30 (also the end of the Quarter), so consequently the closing SP is of great interest to large investors.
Cheers!
MTL_HABS1909
Active Member
Who needs advertisement when the livestream is on Model X for 20 minutes.
If the launch is scrubbed today, we will get to see the same coverage again tomorrow.
If the launch is scrubbed today, we will get to see the same coverage again tomorrow.
Here's my theory:
...if you disrupt the transportation and energy infrastructure of the world, what does that look like in a as-best-as-possible managed way for 7.7B+ people w/ everyone working together w/o wars? Paris Climate Accord by Barack Obama was pretty incredible - signed by every country on the planet. Tesla was skyrocketing leading up to it in 2013/2014 and Paris Climate Accord was signed in 2015. Then, climate/green energy investing was steady-state. Now, its skyrocketing in a more sustainable way and having full support of all sides of the political spectrum in the US and every other country.
I like to share information because, fundamentally, it should not be hidden and should be free. Help yourself by helping others. I think we're all on a path to an amazing future; if we survive climate change and the health + social reaction(s) to it.
Edit: I think the lesson that we're going to learn is that a polished, well-spoken, and great leader who happens to be a black man, and another guy from South Africa, just saved society (and 7.7B people) and put us all on a path to an amazing future.
...if you disrupt the transportation and energy infrastructure of the world, what does that look like in a as-best-as-possible managed way for 7.7B+ people w/ everyone working together w/o wars? Paris Climate Accord by Barack Obama was pretty incredible - signed by every country on the planet. Tesla was skyrocketing leading up to it in 2013/2014 and Paris Climate Accord was signed in 2015. Then, climate/green energy investing was steady-state. Now, its skyrocketing in a more sustainable way and having full support of all sides of the political spectrum in the US and every other country.
I like to share information because, fundamentally, it should not be hidden and should be free. Help yourself by helping others. I think we're all on a path to an amazing future; if we survive climate change and the health + social reaction(s) to it.
Edit: I think the lesson that we're going to learn is that a polished, well-spoken, and great leader who happens to be a black man, and another guy from South Africa, just saved society (and 7.7B people) and put us all on a path to an amazing future.
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