Isn't every recall due to a safety issue?
-
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
… she loves me, she loves me not, she loves me, she … 
Audi convertible. Had the same thing. Fixed the wiring myself.
I think you don't understand the cultural differences between the US and Germany.
It's all about upfront verification and due process.
Issuing US style fines after environmental pollution is not an option.
If there is any issue in the process or documents, someone will move this through all possible instances and force a revocation of the permits.
Yes, there are mountains of regulations and responsible departments and many opportunities to streamline the whole process.
But the building with preliminary permits already rubs many the wrong way by 'creating irrevocable facts' (yes, a narrative pushed by bad actors) and the adjustments to the permits process proposed by Tesla (rather reasonable throughput optimization changes) where summarized as 'evading regulations'.
Forcing anything is certain to backfire.
Hope is not an investment strategy.
In my view , she is a big promoter, and I stay away
from grand future visions and platitudes,
Though I wish her good fortune.
JRP3
Hyperactive Member
Are they? There have been recalls due to paint problems, not a safety issue. Plus if Teslas being recalled for a possible malfunctioning backup camera is a safety issue what about all the cars that never had backup cameras?
Moron commentary…..
Things could get 'ugly' for Tesla as 'absurd' valuation contracts - GLJ Research CEO — Seeking Alpha
GLJ Research CEO Gordon Johnson argued Wednesday that Tesla (NASDAQ:TSLA) was "grossly overvalued" at its current share price, contending that hyper-stimulus provided by the Federal Reserve fueled the stock's massive advance over the past two years. In an interview with CNBC, Johnson called...apple.news
How can you be "CEO" of an organization of ONE??
Thumper
Active Member
Fairly even-handed article on Chevy's Bolt problems and not overly sensational treatment of battery fire challenges in general.
TSLA should be sold ahead of P and D cause some cameras for some cars and also the Chinese army is mobilizing to occupy Shanghai factory to retaliate for SpaceX attack on China Space Station./s
Note that I had to put the sarcasm indicator there to avoid some algo from picking up on my comment and dropping the SP 600 points. / s
Alright I am all out of /s
Note that I had to put the sarcasm indicator there to avoid some algo from picking up on my comment and dropping the SP 600 points. / s
Alright I am all out of /s
Cannot compare capitalization directly to expenses because there’s PE ratio. 200 x 350k is $70M extra expense, with forward PE of 200 that’s $70M x 200 / 1.09T capitalization = 1.3% impact to SP.
Usually the market shrugs off one-time events after awhile. But after adding a little fear, 1-2% doesn’t seem entirely out of line short-term, whether short term is hours, days, or weeks.
Besides, this is the perfect time for MM to guide SP towards max pain or whatever other magic number helps someone, and one more buying opportunity. BAU!
Last edited:
It is pretty easy to throw shade on a wire set design that does not smear out the strain over a long section of wire by running along the hinge for a while to turn coat hanger like bending into slight twisting over a long section. But when you look at how the trunk hinge operates, turning sharp bends into gradual twists is not easy.
Using high strand count super-flex wire would solve it... In low volumes that is expensive as the wire suppliers see it as a margin opportunity. With Tesla's current volumes, margin demands from wire suppliers are less of an obstacle.
So as an investor, I don't see this as a mistake as much as reliability jitter on hard to solve problem.
What’s the consensus for q4 delivery now? Factset no is pretty high:
FactSet consensus figures are for 261,400 Model 3 and Y vehicles and 15,500 Model S and X vehicles. That totals 276,900 vehicles. In Q3, Tesla delivered 241,300 vehicles in the quarter, beating estimates for 232,000.
FactSet consensus figures are for 261,400 Model 3 and Y vehicles and 15,500 Model S and X vehicles. That totals 276,900 vehicles. In Q3, Tesla delivered 241,300 vehicles in the quarter, beating estimates for 232,000.
I think the moose-head is his chief analyst, no?
Cheap Exaggeration Officer is how.
Does anyone have a spreadsheet tracking the total number of vehicles delivered? Elon mentioned during the Lex Fridman interview that they were over 2M now. I'm not sure how recent that would have occurred, but might that give any clues to production?
Doubtful.
They could burn bridges and announce abandoning of all future expansion due to 'terrible business environment ' once the current phase is permitted and commissioned.
But they'll just call him a vulture.
Additionally once the initial factory is approved the spotlight will fade and additional expansion should be less contested and require far easier adjustment permits.
Last edited:
thesmokingman
Active Member
Think it's just computers sniffing out headwind articles doing their thing. No real investors sold.
Similar threads
- Locked
- Locked
- Locked
