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

[BornToFly]

We'll see if there is a lot more naked short selling now that he confirmed no stock split soon.... Do we retest 700?

 

[RobDickinson]

So.

No news is good news?

 

[RobDickinson]

What is the obsession with stock splits

 

[redan]

I’ll just leave this here:

 

[Boomer19]

Summary of relevant stuff I heard... none of it super surprising, but some certainly less...enthusiastically bullish...than some speculation I've seen lately:

CT end of 2022 to start, volume production in 2023

Semi and roadster not till 2023 he thinks

No 4680 other than Kato this year, 4680 production in Texas next year

Austin "by end of year" for Y (fed by kato sounded like), volume by end of next.

MIGHT start scouting for locations next year for new factories, maybe make a decision in 23 for location...meantime expand existing further including 50% in CA but space is very tight.... which to me reads as 2024 earliest before initial production would start for any new plant, volume 2025... bit later than many have speculated.

No plans for dividends, reiterates it means you're out of things to invest in internally

Tesla insurance live in Texas next week, aspirational nationwide next yet but challenging for 50 states regulation

ATV probably will be made in Texas

thanks for summary. helpful.

No plans for dividends, reiterates it means you're out of things to invest in internally

thankfully we can put that nonsense to rest now for at least another year

————

the 4680 from kato vs. 2170s to start with Austin Y is sneaky good news

 

[MP3Mike]

I’ll just leave this here:

Here is a better version of the Tesla Texas Buckle:

 

[Flehmenlips]

Don't Mess with Tesla! Love that last slide!

 

[M|S|M MYP]

I could understand how an outsider might think Philadelphians would be anti-Tesla. We do tend to be a bit......abrasive......toward anything.

Honestly, I doubt there are any major subgroups that hate Tesla, that's just something we're programmed to think is likely. It's like solar power, conservatives freakin love solar power in my experience. The narrative is generally the opposite.

He's probably basing his judgement/observations on the behavior of Philadelphia sports fans

 

[H Mak]

I do love Elon's presentational style. It's informal and unscripted, making it unique amongst CEO's. And he always makes me smile.

 

[JWM3]

Chip shortage, ship shortage...

There is shortage everywhere.
My contractor told me that he cannot get enough paint to finish our paint job because of shortage...

 

[Right_Said_Fred]

We'll see if there is a lot more naked short selling now that he confirmed no stock split soon.... Do we retest 700?

Are you highly leveraged? These last few weeks you seem very concerned about the SP dropping substantially.

 

[RobDickinson]

New Zealand has a massive shortage of building supplies - Wood mostly, we grow wood, lots and lots of wood.

But its all shipped to china to be turned into more usable shapes then shipped back...

 

[hoang51]

What is the obsession with stock splits

Perhaps to allow more investors to buy in at a lower price and send TSLA stock to the moon?

 

[willow_hiller]

Summary of points adapted from a post on the Reddit Megathread:

• Tesla to license their FSD software to other manufacturers if they would like to use it
• Giga Shanghai now produces more cars than the Fremont plant
• Expanding Fremont’s + Nevada's capacity by up to 50%
• 18% better factory safety than the overall industry
• Tesla is moving their headquarters to Austin, Texas
• Cybertruck start production at the end of next year, volume production in 2023
• Semi and roadster will begin production in 2023
• No stock split yet
• 4860 cells are being produced in their California pilot plant now, it will have a capacity of 10 GWh per year
• Production of Model Y in Austin this year, high volume production next year
• No plans for dividends. Wants to focus putting money back in Tesla.
• Next year there will be a huge energy push, including working with home builders
• Over time Tesla will make all major variants of vehicles, including a mini bus
• FSD Beta 10.2 coming out Friday midnight CA time. 1000 people with 100 safety scores.
• Elon does not know his safety score
• Safety score algorithm will improve
• Tesla is doing a number of battery projects in Texas. 100 mega watt project in Houston.
• 40 GWh capacity for Megapack plant in CA
• Tesla insurance should be live in Texas next week
• Plan to upgrade Tesla insurance in California, based on actual driving history.
• ATV will be produced in Austin. Low center of gravity. Trying to make is very safe.

 

[Criscmt]

Wow! SH meeting is over, we still have an hour left, and AH volume is already over 1.35M

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[JRP3]

Maybe one day do an electric plane. Now that would be incredible.

Headlines tomorrow: Tesla can't build electric planes, batteries not good enough!

 

[deshkart]

Run rate by end of next year

Fremont - 750k

Shanghai -1 million

Austin - 500k

Berlin - 400k



2.5 million + run rate into 2023?

 

[RobDickinson]

Perhaps to allow more investors to buy in at a lower price and send TSLA stock to the moon?

IDK about USA but my share platform allows partial share purchases , and how big an impact would people who can only buy 1/5th of a share actually have?

 

[M|S|M MYP]

We'll see if there is a lot more naked short selling now that he confirmed no stock split soon.... Do we retest 700?

i sure hope not....but this is $TSLA .... so no news of a split is viewed as negativity.

 

[RobDickinson]

Headlines tomorrow: Tesla can't build electric planes, batteries not good enough!

Nah

"Elon cancels $25k Model 2!"