Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[corduroy]

Hoping for a successful launch of SN15 and re-launch of TSLA above $700 today. That would be a great Friday.

Well, one of those came true today. Good enough reason to celebrate with a beer. Cheers longs!

 

[EVMeister]

Acceptable performance today.

 

[Duffer]

I have posted a portion of my strenuous misgivings regarding the CyberLandr in the appropriate thread re same; where it applies to Tesla/TSLA is were this project - which I deem as probably fraudulent and most certainly so pie-in-the-sky naive as to make all discussion of FSD as being laughably minuscule - to implode as I see a certainty, then there likely would redound to Tesla via the Cybertruck quite some ugliness.

I took a rare (second time in 4 or so years) peek into Electrek and was at least a small bit heartened to read some commentators also raising questions regarding the physical impossibility of this CGI dream.

If you want a Tardis, go watch Dr. Who.

With the amount of money they are raising from pre-orders and the amount they intend to sell these shells for, I have no doubt they can deliver something like the CGI render and maybe even make money doing it. But then people will figure out it's not really a functional camper in the way they imagined, that there is not enough interior space for it to be useful as envisioned. And then there will be no more buyers and the whole thing will fold.

Some people are claiming fraud, I say it looks more like stupidity on a massive scale. I hope no one here put a deposit down!

As PT Barnum or was it Trevor Milton who said "A sucker is born every minute".

 

[Tes La Ferrari]

Weekend Tesla fun:

1:10 Cybertruck vs Model 3 performance race.

Tesla Cybertruck News and Reviews | InsideEVs

Get the latest on new Tesla Cybertruck models including first drives, in-depth reviews, concept car photos, new features, recalls and more.

insideevs.com

Start the video at 5:01 to see the race

 

[Nolimits]

6% change 667-->almost 710. what a crazy ride.
Monster Monday should look promising.

 

[JRP3]

~~~THE DISCUSSION RE THE WOODLANDS CRASH is once again being jibberjabbered about here in the kind of ways that appropriately got it axed before. Just because it’s important DOES NOT MEAN that all postings of it belong here.

Reminder that we do have a dedicated thread to discuss the details Tesla investor car crash thread

 

[Nocturnal]

I don't know who coined the phrase, but "Tesla goes down on bad news, down on good news, and up on no news" is darned fine wisdom.

 

[2daMoon]

By charging the highest price you can get in parts of California, and some other areas, you will price yourself out of almost every other market.

I refuse to believe it's Elons goal to get 10% of Tesla drivers to pay a very hig amount and the other 90% saying no way. Rather I think he wants to get 90% to find it at least within a price range that they could consider. That means leaving some money on the table from the California folks but so be it.

Reading the comments and scenarios folks have suggested it seems to me that there could easily be tiers of FSD subscriptions to fit different customer types.

Tier 1 FREE Plus - make your car part of the Robotaxi fleet and get FSD free when you are using the car for personal travel. Plus, make money the rest of the time.

Tier 2 Private use - minimal monthly fee ($50?) and some pittance per mile of actual use. Easy to turn on or off monthly, as desired. Commercial use prohibited for Tier 2.

Tier 3 Professional use - for cars that rack up the miles. Such as Employer-provided cars. When paying a flat monthly fee beats Tier 2 pricing due to high mileage use. Possibly managed as a Company Robotaxi on the Tesla network for employee use only.

Tier 4 Lifetime - One time fee. Registered to the VIN, remains with car when sold.

 

[Artful Dodger]

After-action Report: (SigMet) Fri, Apr 30, 2021

TSLA 30-day Closing Avg Market Cap: $683.08B​

TSLA 6-mth Closing Avg Market Cap: $650.02B​

​

Mkt Cap for 12th tranche ($650B) likely achieved TODAY​

​

Nota Bene: 2021-Q1 10-Q Operational Milestones (chart at link).​

Paging @The Accountant

Is 704 a number you tea readers find important?

No. The Magic Number today is 707.07

Bonus pts if you guess why b4 da clos.

 

[wipster]

right here:

That's about as bad as the question to the Final Jeopardy answer last night...

 

[M|S|M MYP]

I agree with this - I can't imagine paying $200 per months for it, unless I was using my car as a robo-taxi, then it's OK

A pay-per-mile would be much more interesting, especially for casual users

Just gave you a follow on Twitter....

 

[MXWing]

Electrek today:

Cybertruck Camper Orders

Perks for Chinese Tesla Buyers

Being a TSLA shareholder, I don't care if the first generation of Cybertruck buyers are going to be posers. But they are going to be posers.
Easy to spot:

1.) Never towed anything.
2.) Heaviest load is an IKEA bookshelf or Costco TV.
3.) Parks their CT in a garage instead of outside like every single other truck owner.

Lastly, they do not buy monstrosities like this "CyberCamper". Campers are shaped the way they are because you need to maximize utility and not aero.

Tow a travel trailer like any respectable adventurer would.

 

[printf42]

Reminder that we do have a dedicated thread to discuss the details Tesla investor car crash thread

I am not going start a discussion about the crash here, but it is starting to looking like another case of an incompetent(or corrupt, or both) local gov official who is deliberately trying to hurt TSLA and Tesla.

In this case, it appears an official that might not even been present at the scene was asserting an narrative with 100% certainty, which turns out contradicts with details coming out firsthand from first responders.

And if this new rumor is true, that local gov might’ve been withholding critical evidence from public to keep the false narrative circulating in MSM, we might have a case here.

Another glaring example might be the one who insisted to keep Tesla factory closed last spring against federal rules.

Someone should sue the hell out of them to figure out what is exactly going on.

If Tesla doesn’t care, could it be a class action suit from share holders?

 

[Buckminster]

 

[StealthP3D]

Is this true?

"None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year."

1 Question Tesla Investors Need to Ask Themselves | The Motley Fool

The next few years are going to be interesting for the electric-car company.

www.fool.com

State of the art factories in all major markets with product standardization a factor of 3 times better than most competitors, lower cost distribution that scales better, no mixed signals from the distribution network...

it seems like turning a profit would be easier with each passing year if your architecture scales at fundamentally lower cost.

You can't make this stuff up! Here is the author's Linkedin profile:

https://www.linkedin.com/in/timothy-green-9b22827a

• 
  

  Finance Manager​

  Empire Lakewood Nissan Inc​

  Nov 2019 - Present1 year 6 months
  Lakewood CO
  

  Finance Director​

  Pollard Jeep​

  Mar 2019 - Nov 20199 months
  Boulder, Colorado
  

  Finance Director​

  RV Four Seasons​

  Mar 2016 - Dec 20182 years 10 months
  Wheat Ridge
  
  General Sales Manager
  

  Courtesy Mazda​

  Sep 2015 - Feb 20166 months
  LONGMONT CO
  
  
  
• 
  

  F&i director​

  Interstate Ford​

  Mar 2009 - Sep 20156 years 7 months
  DACONO CO

• F&I DIRECTOR​

  SATURN NORTH​

  Jul 1998 - Mar 200910 years 9 months

 

[kengchang]

Beijing's campaign to rein in Tesla has begun, now experts say it has a limited time to sell cars before it gets canceled

By your dear Linette Mudpit Lopez

 

[corduroy]

Being a TSLA shareholder, I don't care if the first generation of Cybertruck buyers are going to be posers. But they are going to be posers.
Easy to spot:

1.) Never towed anything.
2.) Heaviest load is an IKEA bookshelf or Costco TV.
3.) Parks their CT in a garage instead of outside like every single other truck owner.

Lastly, they do not buy monstrosities like this "CyberCamper". Campers are shaped the way they are because you need to maximize utility and not aero.

Tow a travel trailer like any respectable adventurer would.

I drove a pickup for 20 years, so I don't consider myself a poser. I plan on parking in my garage every night. I don't think my wall connector would reach out to the driveway.

 

[Unpilot]

No. The Magic Number today is 707.07

Bonus pts if you guess why b4 da clos.

I ask because I don't know about this chartology stuff. So my guess would be the same as a drunk monkey.

Of course that would still be better than a Gordo guess by far.

 

[wipster]

Haha, no. Hint: follow the link



Hint 2: I calculated that value after 2:00 pm ET yesterday

Closing SP needed for latest tranche?

 

[ByeByeJohnny]

LOLOL

I ask because I don't know about this chartology stuff. So my guess would be the same as a drunk monkey.

Of course that would still be better than a Gordo guess by far.

Stand on your head and read Lessmogs post. Seems like the most correct answer so far.