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

[Gigapress]

The "calls for a dividend" could be an attack mechanism by bears. It's something that causes a negative news item whenever it's revealed that there won't be a dividend. This can be repeated as many times a year as it can be engineered - perhaps 4-5 times a year.

It's obvious that Tesla has an important mission concerned with saving humanity... and giving profit money back to shareholders would slow down that mission. I have never expected or hoped for a dividend.

But Elon has repeatedly said that at this point they're already spending cash as quickly as they reasonably can and talent is the limiting factor. In fact if you see my posts from earlier this week, apparently every Tesla employee has unfettered access to the cash stockpile for whatever spending they think will accelerate the mission.

If not spending all available cash on Capex were slowing down the mission, how do you explain Tesla's cash balance rising every quarter these days? Why aren't they already spending more money? Why are they paying down debt early? Why aren't they doing more capital raises with equity offerings?

 

[dhanson865]

If a Supercharger takes as long as a movie to charge your car, I'd report it as broken. Should be destination charger.

Don't forget Tesla charging isn't a 0 vs 1 state based choice.

* V3/V4 full speed superchargers would be overkill
* urban superchargers (72KW) would be nice
* destination chargers near me are 8KW, 10KW, 13KW, or 16KW (seems like almost every public install around here is different)

destination chargers are OK, but having a couple of urban superchargers there to supplement them would be nice also. Maybe the movie is short or sold out and you have to make a return trip sooner than desired/expected and a destination charger has you sitting around in that case. Or heaven forbid there is a power outage half way through the movie. Being charged quicker gives you that reserve for the unexpected.

 

[Todd Burch]

Shareholder meeting is live (music only right now)

2021 Shareholder Meeting | Tesla

 

[GrandEnigma]

Don't forget Tesla charging isn't a 0 vs 1 state based choice.

* V3/V4 full speed superchargers would be overkill
* urban superchargers (72KW) would be nice
* destination chargers near me are 8KW, 10KW, 13KW, or 16KW (seems like almost every public install around here is different)

destination chargers are OK, but having a couple of urban superchargers there to supplement them would be nice also. Maybe the movie is short or sold out and you have to make a return trip sooner than desired/expected and a destination charger has you sitting around in that case. Or heaven forbid there is a power outage half way through the movie. Being charged quicker gives you that reserve for the unexpected.

Ill be heading through your neck of the woods this weekend on the way to visit my parents in Brentwood. The trip planner is having me stop at this one in Knoxville.

 

[dhanson865]

Stockholders meeting video is live and the auto subtitles were a conversation between two tesla employees? One was asking the correct pronunciation of a persons name.

Nothing earthshattering but I was reading the subtitles with baited breath.

 

[Gigapress]

Shareholder meeting is live (music only right now)

2021 Shareholder Meeting | Tesla

Great, only a few hours left til it really starts!

 

[Stone_Watcher]

Great, only a few hours left til it really starts!

Two weeks, probably

 

[lascavarian]

Can confirm Ann Arbor liberals love Tesla too, though we do probably have the most Mach-E on the streets of any city

Driving side streets at 8am to a local car inspection appointment, I pass an elementary school where kids are waiting for a crossing guard about to stop traffic. Out of the gaggle of 4th graders comes a chorus of chants of “Tesla, Tesla, Tesla”.

You can’t buy this sort of generational awareness.

 

[22522]

Ill be heading through your neck of the woods this weekend on the way to visit my parents in Brentwood. The trip planner is having me stop at this one in Knoxville.

View attachment 718906

If you drive to the shoe warehouse and do a right hand U-Turn be careful not to hit the curb!

 

[redan]

While we listen to the shareholder meeting music, you can mix it up and listen to the decidedly more "rave-like" music being tested at Giga Berlin. Looks like it will be quite a party!:

https://twitter.com/x/status/1446199241739808774

 

[Artful Dodger]

Can someone ask about the Buffalo factory, solar roof tiles and if there will be an OEM option with new home builders?

Tesla solar roof can now be installed anywhere in the United States: Report

While Canadians continue to wait patiently for the release of the Tesla solar roof, the product is now reportedly available across the United States. Since its launch the solar roof tiles have been limited to […]

driveteslacanada.ca

"The shift in policy is apparently part of an effort to substantially increase solar roof uptake. According to the same source, Tesla wants their solar roof installations to exceed solar panel installations by the end of 2022."​

Cheers!

 

[Chocochip]

3 minutes!

 

[dhanson865]

"we are going to start in about 3 minutes, thank you"

 

[Todd Burch]

Great, only a few hours left til it really starts!

At 28 mins after they said "we're going to start in 3 minutes"...so that implies Elon time of 1 minute. Not bad!

 

[MP3Mike]

"we are going to start in about 3 minutes, thank you"

Is the volume really low for everyone?

 

[RobDickinson]

it is here

 

[Curt Renz]

Is the volume really low for everyone?

It is for me.

 

[Marc_K_inNJ]

Wow, started right on time. I guess they are not waiting for Elon...

 

[Todd Burch]

Hard to move markets if the markets can’t hear…

 

[Unpilot]

Yes volume is weak.....I say that is bullish AF.