I find all this stuff from Shell confusing and my emotions are all mixed up because here in the Dallas area if you want to get Tesla solar, you have to use the energy company MP2. MP2 is sourced only from renewables and also has a 12-3 am time for free charging with your EV. Shell has now owned MP2 for a few years, even though I've been told MP2 gets to run it's own operations and Shell is basically their financial backing. So I don't know what to think with the link between Tesla - MP2 - Shell....I just have to focus on the long game...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
VW is apparently considering firing Diess.
https://twitter.com/alex_avoigt/status/1333480966472523785?s=20
https://twitter.com/alex_avoigt/status/1333480966472523785?s=20
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Tesla Giga Berlin Gets Green Light to Further Clear Industrial Forest for Expanded Construction, Reforestation Ongoing
I think this land is for battery production?
I think this land is for battery production?
bkp_duke
Well-Known Member
If VW does this, they are as stupid as GM and deserve their fate.
TheTalkingMule
Distributed Energy Enthusiast
A splendid topic we'll be talking about for all of 2021 in the "shorting oil" thread. Should be really interesting once the collusion falls apart and it's every gal for herself. There is ZERO money is refining right now, and none on the horizon. Frackers are making ZERO money right now, and likely never will again over any significant operations window.
Once Saudi Arabia and Russia realize it's optimal for them to simply pump like mad forever, that will end a lot of other more expensive production as we move from the current consolidation phase into the bankruptcy phase. THEN it gets really interesting. As the Saudi's lose control of their "country" due to lack of revenue, does the whole thing explode? Some crazy stuff will happen, and though no one will be "making money" in oil, there will be insane volatility as the market fragments and crumbles. WTI will trade in a $10-$200 window....lol!
I foresee oil volatility ratcheting demand for EVs as we edge toward 50% of new car sales being EV in 2024-2027. If it don't happen in 2024, a nice spike to $6 gas in 2025 will certainly help drag that tipping point forward! Good times.
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Im just reading the Diess Linkedin article about VW's strategy. I'm blown away that the big strategic mission at VW is called "Mission T". The T refers to Tesla. Yes, mighty VW attempting to catch little Tesla.
Diess has been working hard to pull VW in the right direction. It doesn't necessarily follow that he's the best choice to effectively provide executive leadership for VW's transition and to navigate VW's internal politics.
The real issue is the cost of clean up because the companies are bankrupt and the small amount put into cleanup funds won't begin to cover it.
I think you're on to something here.... the way they're hammering the SP down as we head for today's close is hardcore.
Wow, this will almost double the cleared area - an additional 83 hectares (90 up to now).
TravelFree
Active Member
jhm
Well-Known Member
I'm starting to think Tesla could end up with 35% market share by unit sales. Suppose they hang on to 35% of battery supply, but continue to grow unit sales. Eventually, every automotive segment will be dominated by EVs. As that happens, Tesla will tend to enter a segment from the larger battery size. This grabs share from ICE, but erstwhile ICE makers will scramble to get enough battery supply to compete for EV space within that segment. But eventually, they will have to rise to the pack sizes that Tesla offers to lock in their EV share of the segment. Thus, longer term Tesla will compete in all segments, and EVs in all segments will offer the same ranges or pack sizes. And if Tesla holds 35% of the battery supply, it also hold about as much of share of unit sales. But more importantly for Tesla investors, Tesla will enjoy the advantages of holding higher revenue share at lower pack cost for quite a long while. Share of unit sales is just not as important as share of gross profit.
Or is it just that the marked does not like the uncertainty this evening?
TheTalkingMule
Distributed Energy Enthusiast
A couple thank you's for the board today:
1) I was finally able to put some sell orders into Fidelity by using contingency orders. You can't set a sell order for more than 50% above current SP, so I set a contingency sell at $1042 by establishing a trigger at $850(both levels within 50%). I'm selling shares 5 at a time starting at $1042 and stopping at 15% of my shares if we cross $1200
2) Thanks for the QS (QuantumScape) tip, up 42% since someone here pointed out their SPAC IPO. Interesting sector to keep an eye on. Retail investors, any really most institutional as well, don't appreciate how vital cell/pack tech and innovation will be moving forward. I could see an ultra-desperate Ford/GM/Others overpaying by quite a bit for these battery firms real soon. Anyone have other similar battery companies you think will be ripe for acquisition? I guess a good question for the "other tech stocks" thread.
Thanks for the help folks!
1) I was finally able to put some sell orders into Fidelity by using contingency orders. You can't set a sell order for more than 50% above current SP, so I set a contingency sell at $1042 by establishing a trigger at $850(both levels within 50%). I'm selling shares 5 at a time starting at $1042 and stopping at 15% of my shares if we cross $1200
2) Thanks for the QS (QuantumScape) tip, up 42% since someone here pointed out their SPAC IPO. Interesting sector to keep an eye on. Retail investors, any really most institutional as well, don't appreciate how vital cell/pack tech and innovation will be moving forward. I could see an ultra-desperate Ford/GM/Others overpaying by quite a bit for these battery firms real soon. Anyone have other similar battery companies you think will be ripe for acquisition? I guess a good question for the "other tech stocks" thread.
Thanks for the help folks!
bkp_duke
Well-Known Member
Wonder if insider MM's got the scoop on S&P info coming out in about an hour. . .
sold half my calls because price action at the end looked like someone knows that inclusion might be split between quarters
Shame, it felt very comfortable in the $600's
Still can't imagine selling today, doesn't hold any logic. Will be interesting to see the %age attributed to short-selling.
On the other hand, a little pull-back never did much harm along the way, and we did get an ATH open and ATH in main-market, let's keep that trend up tomorrow.
Word on the street is that it's 2x tranches, which might bring-forward some volume buying...
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