Is it possible that tweet was in reference to not needing carbon credit sales to show profits? He should have all the Q3 numbers by now
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
She is bang on with that analysis. NKLA's stock price reaction to this news is completely unhinged.
They just handed nearly all of their margins directly to GM. The only margin left for them to realize is on the whatever spread they think they can achieve in consumer prices versus GMs costs. NKLA will produce essentially nothing, and thus have no means of materializing markup on anything it actually produces. Better hope that GM is able to keep costs down low enough that the vehicles can actually be sold at a price point that consumers are willing to actually buy the vehcile.
Granted, it's only for one of their "products"... oh wait... no it's not... GM just got exclusivity to supply NKLA on a cost plus basis (i.e., GM will never lose money; even if NKLA does) on ALL of its battery and fuel cells for their semi truck production as well. Again, better hope that GM is capable of delivery those at a reasonable cost since last I checked the battery is the most expensive part of the vehicle.
I'm not sure how this is in any way a good deal for NKLA.
As has been mentioned a couple of times before. Companies like Amazon and Facebook had to wait a quarter+ from qualification to inclusion. The likelihood of a conspiracy is far lower than just careful consideration by the committee. Tesla is a great company. Itll be included when the time comes. I haven't sold anything in months and I don't plan to. I am in Tesla for the long term. It's hard not to sweat when things like the last week and today happen. But I trust that in the long term Tesla will win out.
https://twitter.com/vincent13031925/status/1303407750836174848?s=20
Tesla China Achieves Production of 12,714 Units with 11,811 Units Sold in August 2020
That sounds pretty good to me. What am I missing? I heard some rumblings that were dancing around the D word up thread.
Tesla China Achieves Production of 12,714 Units with 11,811 Units Sold in August 2020
That sounds pretty good to me. What am I missing? I heard some rumblings that were dancing around the D word up thread.
If you believe that Trevor and the major shareholders are just pumping the stock to cash out big time, then it makes total sense.
Could the wait time in deliveries be tied to something being changed on battery day?
I think some of us were thinking that Tesla China was already at a 200k run rate. Monthly that would be 16,700 vehicles. Looks like the run rate is closer to 150k annually. So still some ramping up yet to go.
Well, we haven’t had a short week, big bear raid in a while.
And, wasn’t there just a hit piece in Consumer Reports? That’s one of the shorts’ bigger FUD guns and a piece from them is usually a tell.
A confluence of factors I expect. Rather nervy of the shorts, if they are playing a big role.
I’ll still be holding of course when this dust up settles down.
I'm surprised there's no discussion about Panasonic's expansion in GF1. This might indicate that whatever Battery Day brings, is not going to be anything immediately material. If they already had it all figured out with the new Tesla battery line production, there'd be no reason for another 3 years of more Panasonic cells. Or maybe this simply means they can gobble up all the cells they can find and still sell for a profit.
True. Tesla can use carbon credits, but does not need them.
But more importantly, Tesla does not need support from its enemies... main stream investors' S&P support is only a lever to pull out from under the company at the psychological moment. Better off without that dynamic.
anthonyj
Stonks
Will be funny if we start seeing downgrades due to SP sliding
If you mean material is in moving the needle for profits yeah probably not, but if you mean it as something real then I disagree. I'm certain we will be seeing a functional battery line. It would take some time to scale that to anything more than just handling perhaps the Plaid S/Roadster and maybe Semi.
Etna
Member
Good interpretations and references have already been offered by several posters.
As native French speaker I would add another relatively common usage. The expression is also used when you want to achieve an important goal, then exceptional or unusual means are sometimes acceptable (a tie up with VW comes to mind).
But it could also mean a lot of other things, because it is used without knowing the context.
Rob have cautioned us whenever Tesla talks about run rate or capacity or whatever. It is probably using some arbitrary burst rate annualized with some "hope" built in. We have gone through this during the Model 3 ramp.
The war against whom or what?
Shorts?
Climate?
Indexes?
Human extinction?
OEMs?
Literally "at war as at war".
My translation — it’s a knife fight .
About the Elon tweet:
I see interpretation ranging between two extremes:
But this is assuming he was talking about Tesla in the tweet.
He might well be talking about GM, in that case, it’s the first case then some.
I see interpretation ranging between two extremes:
- You make do with what you have.
- Unusual times call for unusual measures.
Elon never give up.
But this is assuming he was talking about Tesla in the tweet.
He might well be talking about GM, in that case, it’s the first case then some.
willow_hiller
Well-Known Member
MarketWatch with a reasonable narrative advocating holding TSLA in the face of volatility: Panicking about Tesla? These charts will make you feel a lot better
jhm
Well-Known Member
Hey, folks. Tesla shares are on sale. Buy 2, get 1 free!
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