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

[Artful Dodger]

Tesla has an official Twitter account, they should use it for the dissemination of facts

Shorts are trying to goad Tesla and its supporters into a mudslinging match. That was the entire intent of Vern / Thai cave episode. They love mud; will see you in court once you say ANYTHING they can sue over.

BTW, have you contributed to the legal defense fund for @Whole Mars Blog? Notice how the 3rd Row Podcast has disappeared? They got booed off stage by shortzes.

Elon is absolutely correct, as @CorneliusXX correctly points out upthread. Cars are all sold out. Keep the head down, execute, ignore the B.S. and build moar CARS! That's how we win (not by mud wrestling with pigs).

SP will sort itself out. A spring is being wound up right now. Share Dividend to trigger the rush, when it's time.

Cheers!

 

[cyclingthealps]

Short interest decreased quite significantly from the period 04/15/2021 (share price $738) to 04/30/2021 (share price $709).
The short amount decreased as well because there was no rice in the share price and there are about 4 million more shares outstanding.
Short amount is dissapearing like magic .

• Shares shorted from 51.180.000 to 41.380.000
• Float shorted from 6.63% to 5.34%
• Amount shorted from $37.814.343.000,00to $29.338.420.000,00
• Shares outstanding from 959.850.000,00 to 963.330.000,00
• Public float from 771.690.000 to 774.750.000

Did they create these 4 million shares out of thin air, is that related to Elon's package or did I miss something?

 

[Tslynk67]

My post for the day:

1. Closing the browser in times like this—when you know the market is dumber than dumb—is helpful for maintaining sanity.

2. Elon’s approach has been “forget about PR. The media’s gonna pull their crap. Ignore it and execute. I was in this camp too until recently, when it became clear that executing clearly was not enough.

I now think Tesla could use a single PR person to rip a new hole in the media whenever needed. Rip into them. Show them how stupid they are. Embarass them with facts. Perhaps the embarassment will force them to move on. <s>Has anyone else thought of that before?</s>

If I were Elon Musk, I'd hire Rob Maurer to represent the company - he's pretty much doing this already with his Tesla Daly channel, just officialise it and remove the speculative content, replacing with factual communication and education, Rob could also keep doing his post-earnings analysis to cut down the "only profitable because of regulatory credits" BS - he would be the perfect ambassador

It's a total no-brainer to me. And let me add that it's not to support the share price, but rather to deflect the reputational damage that Tesla is subjected to every day, this is not good for the future of our planet, never mind Tesla

 

[Drezil]

Did they create these 4 million shares out of thin air, is that related to Elon's package or did I miss something?

Those would be worth ~$2800m (@$709 listed).. the package was "only" 6xxm in the first quarter (Elon + other share-bonuses)..

 

[Drezil]

If I were Elon Musk, I'd hire Rob Maurer to represent the company - he's pretty much doing this already with his Tesla Daly channel, just officialise it and remove the speculative content, replacing with factual communication and education, Rob could also keep doing his post-earnings analysis to cut down the "only profitable because of regulatory credits" BS - he would be the perfect ambassador

It's a total no-brainer to me. And let me add that it's not to support the share price, but rather to deflect the reputational damage that Tesla is subjected to every day, this is not good for the future of our planet, never mind Tesla

How do we get Elon to listen to us?
Drop a mail at [email protected]? Tweet him & try to get noticed?

I REALLY like your idea.

 

[WarpedOne]

2. Elon’s approach has been “forget about PR. The media’s gonna pull their crap. Ignore it and execute. I was in this camp too until recently, when it became clear that executing clearly was not enough.

I now think Tesla could use a single PR person to rip a new hole in the media whenever needed. Rip into them. Show them how stupid they are. Embarass them with facts. Perhaps the embarassment will force them to move on. <s>Has anyone else thought of that before?</s>

Elon is long past Official Representation stage... remember "Lets go to YouTube"?

Appointing Rob as Official Tesla Mouthpiece would only render him a "corporate head that is spreading PR nonsense we should ignore by default".
Rob staying independent protects him from such generic filter of "I don't have to listen to you".

Fighting media with more media material is pouring gasoline on the fire.
Tesla is in no danger from media shouting garbage. People that buy other less safe cars due to believing media BS is evolution at work ... sooner as they take themselves out of gene pool, the better.

Yes, I am that cynical. Saving every single human means destroying them all.

 

[j6Lpi429@3j]

This quarter there will be 200k new Tesla ambassadors out in the wild reminding people of how silly the news media is being.

This is an underrated point. Each quarter, as a long-term shareholder my primary focus is production. I want to know HOW MANY of these awesome cars have been built and sent out to customers. Tesla have made it clear they are profitable, so I don't worry about short term profits. Once actual cars-in-the-wild reaches a certain concentration, not only do you have enough ambassadors out there to promote the cars real experience, but people get used to seeing them, and their subconscious feeling that this is a 'real car company' that is 'here to stay' goes up.

I used to be the only tesla owner for quite a distance. The local town had 1 other owner apparently. Now if I drive any distance at all, its unusual not to see another one or two. if I drive to some swanky garden or restaurant, there are often a few of them.

Not long now until we have berlin and austin. Once those factories start ramping its going to be hilariously good. Just sit tight and read a book or ten until then . Also remember that pre-split...the stock price is about $3,500. lolz. things are going well.

 

[AudubonB]

AS PROMISED -
Potty-mouthed posts over the prior ~48 hours deleted.

And.....@truwa ....please read the prior 999 posts before posting. The rest of us deserve that.

You are welcome...and highly encouraged...to delete your post

 

[Tslynk67]

Shorts are trying to goad Tesla and its supporters into a mudslinging match. That was the entire intent of Vern / Thai cave episode. They love mud; will see you in court once you say ANYTHING they can sue over.

BTW, have you contributed to the legal defense fund for @Whole Mars Blog? Notice how the 3rd Row Podcast has disappeared? They got booed off stage by shortzes.

Elon is absolutely correct, as @CorneliusXX correctly points out upthread. Cars are all sold out. Keep the head down, execute, ignore the B.S. and build moar CARS! That's how we win (not by mud wrestling with pigs).

SP will sort itself out. A spring is being wound up right now. Share Dividend to trigger the rush, when it's time.

Cheers!

Well they should disseminate facts, not enter into discussions over them - essentially press releases. Or do them on the official website, or Investor Relations site - maybe SEC would prefer that

And yes, I donated to Omar's court case a while back already

 

[Ohmster]

This seems rather significant.

Exclusive: Tesla seeks entry into U.S. renewable fuel credit market - sources — Reuters

Tesla Inc is seeking to enter the multi-billion dollar U.S. renewable credit market, hoping to profit from the Biden administration's march toward new zero-emission goals, two sources familiar with the matter said.

apple.news

 

[Tslynk67]

This seems rather significant.

Exclusive: Tesla seeks entry into U.S. renewable fuel credit market - sources — Reuters

Tesla Inc is seeking to enter the multi-billion dollar U.S. renewable credit market, hoping to profit from the Biden administration's march toward new zero-emission goals, two sources familiar with the matter said.

apple.news

"However, it is likely to anger some in the U.S. refining industry who would need to buy the credits, known as RINs, generated by Tesla and other alternative fuel providers, essentially subsidizing an electric car company that seeks to put petrochemical refiners out of business."

Well boo-f'kn-hoo! What about all the subsidies petrol-chemical already receive? Let's remove those first, then they can whine

 

[Matt Porter]

Tweet thread from Gary Black w/ Elon replies re: FSD Beta, subscription, rollout timeline

Tweet from Gary Black and Elon

 

[Singuy]

Tweet thread from Gary Black w/ Elon replies re: FSD Beta, subscription, rollout timeline

Tweet from Gary Black and Elon
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So beta 9 will release after a week to beta drivers, then will release to...??? 2 weeks after, then release wide beta after 2 months? Anyone understand what he is saying?

 

[winfield100]

This seems rather significant.

Exclusive: Tesla seeks entry into U.S. renewable fuel credit market - sources — Reuters

Tesla Inc is seeking to enter the multi-billion dollar U.S. renewable credit market, hoping to profit from the Biden administration's march toward new zero-emission goals, two sources familiar with the matter said.

apple.news

how, if at all, are these related to credits per megawatt hour generated?
REC’s (renewable energy credits)
just another different name?

If my PV system was in Maryland, which has REC’s, and not Florida, which doesn’t pay for REC’s, for example, my 17.4 megawatt hours generated per year would (presently) be worth $70 x 17 = $910/year (though declining every year) vs $0.00 in Florida.

just musing, a VPP of software aggregated powerwalls would be quite valuable.

Still waiting for Tesla to subsume large portions of chaotic ERCOT in Texas with a combo of mega packs, wind, solar, PV and VPP’s, like a much bigger instantiation like Australia Hornsdale plant.

Texas is ripe for the picking, and TeraAustin is poised, (and Boca Chica!/Starbase )
edit
LCOE of natural gas is 6.2 cents/kwh, nuclear is 105 cents/kwh, (levelized cost of electricity )
one reason i think Tesla Energy will be worth more than Tesla vehicles.

Welcome to RethinkX

 

[traxila]

So beta 9 will release after a week to beta drivers, then will release to...??? 2 weeks after, then release wide beta after 2 months? Anyone understand what he is saying?

I would give it three to six months and then check back.

I do believe they are making some real progress. But everything needs to seen at this point.

 

[reardencode]

So beta 9 will release after a week to beta drivers, then will release to...??? 2 weeks after, then release wide beta after 2 months? Anyone understand what he is saying?

Pure vision autopilot goes to everyone next week. Pure vision FSD beta a bit later to beta users. A bit after that beta expansion.

 

[elasalle]

All eyes on .. CPI( consumer price index ) for April will be reported on Wednesday at 8:30 a.m., and is expected to be the hottest in nearly 10 years

 

[willow_hiller]

"However, it is likely to anger some in the U.S. refining industry who would need to buy the credits, known as RINs, generated by Tesla and other alternative fuel providers, essentially subsidizing an electric car company that seeks to put petrochemical refiners out of business."

Well boo-f'kn-hoo! What about all the subsidies petrol-chemical already receive? Let's remove those first, then they can whine

I'm kinda confused how Reuters saw a Tesla application for generating EPA renewable energy credits and immediately jumped to biogas. "Tesla's application would likely be tied to the production of electricity associated with biogas." Reading about the program now, they can be generated from any renewable energy source: Renewable Energy Certificates (RECs) | US EPA

Surely this might have something to do with the ~300 MW of solar Tesla installed in the last 5 quarters, and the fact that Tesla has bought the REC rights from the customers for almost all of it.

 

[Prunesquallor]

This seems rather significant.

Exclusive: Tesla seeks entry into U.S. renewable fuel credit market - sources — Reuters

Tesla Inc is seeking to enter the multi-billion dollar U.S. renewable credit market, hoping to profit from the Biden administration's march toward new zero-emission goals, two sources familiar with the matter said.

apple.news

Tesla’s entry could potentially reshape the renewable credit market, established in the mid-2000s to boost investment in the U.S. biofuel industry. The market generated some 18 billion credits in 2020 and is currently dominated by ethanol producers. Tesla’s application would likely be tied to the production of electricity associated with biogas.

That sounds kinda… strange. Then again, Reuters.

edit: What @willow_hiller said

 

[mongo]

Tesla’s entry could potentially reshape the renewable credit market, established in the mid-2000s to boost investment in the U.S. biofuel industry. The market generated some 18 billion credits in 2020 and is currently dominated by ethanol producers. Tesla’s application would likely be tied to the production of electricity associated with biogas.

That sounds kinda… strange. Then again, Reuters.

edit: What @willow_hiller said

From the article :

In 2016, just before the Obama administration exited office, the EPA published a proposal seeking comment on how best to structure credits for renewable electricity that is used as a transportation fuel.

Electricity from biogas - mainly pulled from the nation's landfills - is already eligible for generating credits under the RFS program, but the EPA has never approved applications to do so because the agency hasn't yet figured out the logistical issues.


Key questions include how to trace the credit-eligible biogas from its origin through to a car's battery, and who along that supply chain should be allowed to claim the lucrative credits.

So, theoretically, Tesla teams with existing landfill biogas electricity producers and provides the tracking of kWh generation at the site to kWh consumption at the vehicle, thus enabling inclusion into the program.

Landfills also seem like good sites for solar farms.