-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I saw a wide open multi lane road with barely any traffic and green light after green light.SP intermission time
Looked nice, but I was expecting to see something impressive. About the only thing I saw that was interesting was when it positioned itself to an open lane when it stopped for a red light.
This does not tell me it can merge on the Grand Central.
Ask anybody who's lived with universal health if they'd rather have a privatized system. Tesla knows that private health care plants in such countries cost them much, much less than do health plans offered in, say, the US. As factories and distribution expand more around the world, Tesla cost base for such benefits will gradually decline. Similarly the net cost of operation is often lower even though nominal labor cost appears to be higher. Of course work rules and bureaucracy differs markedly country by country. We all ahem heard about the Brandenburg building bureaucracy, for example.
Within the next two or three years Tesla will be in a similar situation that true multinationals face. From a lifetime spent almost entirely in multinational context I am confident that there will b some highly complex tradeoffs taking place, as they already are to a lesser extent.
As a general rule more EU-style governments tend to be fairly consistent within the countries, so local differences are generally oriented primarily towards things such as construction and local environmental conditions with nearly all business practices otherwise tending to be consistent. The US-astyle places have giant variations in basic business practices, tax structures and even health care practices, not to mention education levels and policies.
As time passes Tesla will find such issues to be major determinants for what happens where. Tarrifs and local content rules are just the beginning.
Next: we will find out how Tesla will approach India. That is a trial of similar proportions to achieving 100% ownership of China factory.
Based on events to date I would give another 5-10% in TSLA share price based on their success with these issues thus far. Nearly everyone seems to ignore that shareholder value achieved by Tesla success in having a unique operating model and extreme agility in preserving that competitive advantage, including in situations no other OEM has achieved.
Candidly, left wing, right wing, Libertarian, Socialist, Nationalist and Communist are all irrelevant attributions for operations that navigate successfully in nearly all environments regardless of their characterization.
So, I repeat, the same price deserves a 5 to 10 % boost just for global agility.
Posting a video going 60mph in 35/40mph zones isn't wise either.
jkirkwood001
Active Member
Despite shipping costs, does Tesla make greater margin selling to Australia and other AsiaPac countries than China sales direct? If so, it would make business sense to saturate the offshore market before fulfilling China demand. Has someone done the math? (paging @The Accountant )
Artful Dodger
"Neko no me"
No.
With this company that's a possibility. IMO we need FSD Beta to be an obvious slam dunk for that to be a possibility by July. End of year might see the EV credit and factory completions getting us there.
I don't think 1500 is possible by July.(unless full-blown FSD - but FSD cannot be predicted in a chart)
If it does happen this wedge will be a massive TSLAQ wedgie
(+Anything is possible ... GME, AMC)
Last edited:
Todd Burch
14-Year Member
Agree. Although the other interesting things I saw were much more stable road outlines/medians, as well as the lines connecting lanes through an intersection. This is great for showing the driver which lane the car intends to go into on the other side of the intersection.
The TA is claiming the wedge will be resolved with an upside breakout in July, not that it would be 1500 in July. 1500 is the predicted peak off the breakout, but no timeline is mentioned.I don't think 1500 is possible by July.(unless full-blown FSD - but FSD cannot be predicted in a chart)
If it does happen this wedge will be a massive TSLAQ wedgie
How about 1500 by next July?
Sounds possible.... assuming immaculate execution ( growth rate at near 100% over next year), some real FSD progress and no macro disasters.
JRP3
Hyperactive Member
I do hope we get a real update on GF Buffalo soon, tired of the suspicion surrounding it and the state playing coy with the info doesn't help.
www.investigativepost.org
State withholding details on Tesla jobs - Investigative Post
The Cuomo administration is refusing to release a report that details employment and other activity at the Tesla plant in South Buffalo.
www.investigativepost.org
So a FUDster is now telling me that Gigafactory in Berlin wont bring down costs for Tesla in Europe. Simply because shipping to Europe really isnt expensive and Gigafactory in Berlin is actually pretty small.
Yeah, this is definitely not where I thought Buffalo would be at this point.I do hope we get a real update on GF Buffalo soon, tired of the suspicion surrounding it and the state playing coy with the info doesn't help.
State withholding details on Tesla jobs - Investigative Post
The Cuomo administration is refusing to release a report that details employment and other activity at the Tesla plant in South Buffalo.
The traction in the Solar Roof is yet to be found.... Tesla Energy needs to start producing across the board.
Artful Dodger
"Neko no me"
SpaceX Falcon 9 launching CRS-22 mission in T-5 min:
I like very much that Tesla seems to be clearing the decks of any issues in preparation for some great things. SpaceX launch right now too!
Similar threads
- Locked
- Locked
