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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Stock market is broken
EVs are down.
Oil is up.
Future is down.
Mad max fury road ahead
2daMoon
Mostly Harmless
Gotta admit, that is the first of the Starships to launch twice in twenty minutes. 
This ought to be a record.
Go SpaceX!
This ought to be a record.
Go SpaceX!
Benzinga - 11 minutes ago: Ark More Convicted On Tesla's Autonomous Strategy And Cathie Wood Says A New Price Target Is Coming Soon | Benzinga
Excerpt:
Wood said Ark’s conviction for autonomous cars has increased. The CEO said the fund management company is working on a new price target for Tesla.
"Just finished our model," Wood said.
A new blog post will be issued soon from Ark Funds with the new price target: "Stay tuned," she teased.
Excerpt:
Wood said Ark’s conviction for autonomous cars has increased. The CEO said the fund management company is working on a new price target for Tesla.
"Just finished our model," Wood said.
A new blog post will be issued soon from Ark Funds with the new price target: "Stay tuned," she teased.
more stock, must buy more
mekberg
Member
ARK bought 23,320 shares today for ARKW.
Now I’m starting to wonder, exactly how much cash do I REALLY need sitting in my savings account ? Hmmmm...
Fiat Chrysler spent EUR 300 million on green credits mostly from Tesla (cnbc.com)
So this pretty much squashes that theory that Tesla, by pooling with Fiat, was not able to accept credits from other Euro auto makers. There's no way Tesla racked up the amount of money they did in 2020 without getting credits from other Euro auto makers. That theory was always FUD.....now it's just clearly FUD. Based on what Zach said on the conference call, a overwhelming majority of the auto makers are choosing to do a quarter to quarter payment with Tesla instead of doing a multi year deal. Probably because they don't want it to be public as to how much they're paying Tesla.
Also, they're saying in 2021 the amount of credits they'll pay out will only be slightly less than 2020 so it's not like Tesla has to worry about 2020 credit revenue dropping significantly. Another FUD theory squashed........Which btw I think they're straight up lying about how much they expect to pay in credits in 2021. I've pointed out before but the notion that any Euro automaker is going to be able to ramp up volumes easily this year will be muted by battery cell/pack supply. They'll simply end up paying more, especially in the 2nd half of 2021 and tell their shareholders "We just couldn't get enough batter supply to fulfill enough of the requirements"
So this pretty much squashes that theory that Tesla, by pooling with Fiat, was not able to accept credits from other Euro auto makers. There's no way Tesla racked up the amount of money they did in 2020 without getting credits from other Euro auto makers. That theory was always FUD.....now it's just clearly FUD. Based on what Zach said on the conference call, a overwhelming majority of the auto makers are choosing to do a quarter to quarter payment with Tesla instead of doing a multi year deal. Probably because they don't want it to be public as to how much they're paying Tesla.
Also, they're saying in 2021 the amount of credits they'll pay out will only be slightly less than 2020 so it's not like Tesla has to worry about 2020 credit revenue dropping significantly. Another FUD theory squashed........Which btw I think they're straight up lying about how much they expect to pay in credits in 2021. I've pointed out before but the notion that any Euro automaker is going to be able to ramp up volumes easily this year will be muted by battery cell/pack supply. They'll simply end up paying more, especially in the 2nd half of 2021 and tell their shareholders "We just couldn't get enough batter supply to fulfill enough of the requirements"
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Was hoping for more than minor bug fixes… But then I reminded myself that Tesla is still the only company that can even do that.
Timing was a tad bit off.
Timing was a tad bit off.
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gabeincal
Active Member
Yep, it looks like they are trying to take it back to the 10% limit. ARKK and ARKQ are already above 10% so they can't buy more, but ARKW is only at ~9.5% so they can buy a little more there.
RobStark
Well-Known Member
There are no EU "credits." You reduce your CO2 numbers by pooling with other automakers. And therefore reduce your fines. You can't buy "EU credits quarter by quarter" these are EU rules not "FUD."
Tesla has credits to sell in USA, China and Canada as well. Don't know if the actual market for selling credits in China has commenced. But European automakers can buy Tesla credits outside of Europe.
They should add it to ARKG at 10% too. Bioreactors.. pfffft
You can use the term credits or whatever you want. It doesn't change what I was saying. The FUD was that Tesla was limited by only taking working with the ones in their "pool". That's proven to be false. The only market that could explain the increase in Tesla's credit in 2020 is the European one and it would have to be from more than just Fiat's contribution.
Technically, people say Teslas are a joy to drive and laughter is the best medicine so...
RobStark
Well-Known Member
In Europe the only ones you can work with is automakers in your pool. This is EU regulations.
However, first 2 green days will probably +5% lol
RobStark
Well-Known Member
https://www.schmidtmatthias.de/post...esla-co2-pool?postId=5f9fd62c2c06c1001778ec19
Apparently Honda has joined the Tesla/FCA pool.
Because that is the only way for Honda to lower their European CO2 emission penalties in Europe via Tesla.
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