Don TLR
Active Member
We will buy every battery our suppliers give us and more
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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- elon is an ass
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
At this point I agree with @Todd Burch - the AH action is a head fake and irrelevant. This stock will DEFINATELY be above $900 before this week is over. Those who invest based on fundamentals just got their case strengthened on so many fronts.
All about the batteries. Give us the batteries and we’ll give you...everything.
Very meaty call.
I agree with Jerome...
”...it’s gonna be...awesome!”
Very meaty call.
I agree with Jerome...
”...it’s gonna be...awesome!”
Pezpunk
Active Member
because it takes 5x as many batteries as a Model S, but they can't charge 5x as much. Simple economics. The semi is ready, but excessive demand for other vehicles is preventing it from being a sound business decision.
MTL_HABS1909
Active Member
Now we know for sure who is high.
BrownOuttaSpec
Active Member
Could only find enough in the couch for 1 share @ 817. Better than nothing I suppose. 
I am so hyped with all the 'little' things they announced. I'm sure its going to take the mainstream a few days to digest the road that Tesla is plowing ahead with. Someone had a great recap of the Q3 call and posted it here last time, unfortunately i forget who that was and I wasn't taking notes myself during the call.
It's the Batteries, man!
I am so hyped with all the 'little' things they announced. I'm sure its going to take the mainstream a few days to digest the road that Tesla is plowing ahead with. Someone had a great recap of the Q3 call and posted it here last time, unfortunately i forget who that was and I wasn't taking notes myself during the call.
It's the Batteries, man!
Todd Burch
14-Year Member
You seriously believe Tesla has a credibility problem, after all you've seen.
Shake my head.
Nobody's holding you at gunpoint to keep your shares. I'll gladly take them!
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I'm at work so better not be.
It's all good though, we can just check the ticker later this week to see who's analysis gets it right.
No it's said end of Q4 2021 volume production in 2022
Perhaps they were overly optimistic about getting cells from 3rd party supplies.
Once the battery Day tech is ramped and Tesla has a lot more control over future cell volumes, this kind of delay will be more rare.
While it is disappointing for intending purchasers there is no competitor product that ticks the same boxes.
The delay is an opportunity to improve the product.
This is also why they are not revealing future products, they need to catch up on making all announced products, and get cell supply well organized.
Overall the call was very positive, every decision they are making seems well thought out
MTL_HABS1909
Active Member
I guarantee you can’t afford to buy my shares. Regardless, it’s just funny that we can be so hypocritical here. The delays of the roadster and semi are laughable. Go back and watch the roadster reveal. Elon says “we’re making it now”. Sucks putting down that kind of money and still be waiting 4 years later.
Todd Burch
14-Year Member
Biggest news of the day IMO is that the new battery stuff is on-track. That's bigger even than S/X refresh. That's huge news. It guarantees Tesla will kick ass well into the future.
woodisgood
Optimustic Pessimist
I think Elon misunderstood the question from institutional investors regarding commercializing robotaxi, where he focused on the technical hurdles to making FSD work (e.g. video labeling). But people are trying to understand the roadmap to the commercial rollout of robotaxi - basically what will Tesla Network look like and how will it scale? ARK has hypotheticals on the subject but nobody knows what Tesla intends to do, but it's really the trillion dollar question if you believe FSD will become real in the near future.
Todd Burch
14-Year Member
LOL, look at the date I joined this forum. Then consider when I probably bought my shares, and what they are worth now.
But you're right, I can't afford them because all of my money is in TSLA already.
Well they could make the semi now....Elon said it is ready.
They decided not to because they can't do volume production due to battery constraint's.
Now if you want to invest in a company that promises AND delivers a few compliance vehicles they are many to choose from.
They weren't positive they'd continue having the high class of demand problem that they do, so filled the pipe with products to grow their TAM.
Fortunately they still have that problem, so the smart thing to do is make as many of their amazing cars at they can.
Mo City
Active Member
I don't have a link handy, but I did a calculation here a few weeks ago on how much those early Roadsters reservations really cost based on the appreciation of TSLA.
Those folks got hosed. Deliveries probably won't even start until 2023 soonest.
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