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

[Rarity]

Rob Maurer covered this topic 2-3 days ago on Tesla Daily. One of his youtube commenters informed him its about 10:1 spodumen to Li-OH, so the contract provides enough Lithium for ~200K more cars per year. Unverified, but that's what was discussed.

This is also a topic I'd expect Jordan Giesige to cover. Perhaps somebody could ask him on twitter?

The Limiting Factor (@LimitingThe) / Twitter

Cheers!

Thank you. Yes, I had watched that, but didn't put together the variables.

Attached is a slide from Snow Lake Lithium, which seems to suggest that spodumene concentrate can mean any number of different concentrations: for them, that would be 2% - 6% concentrate. So absent any standard measure of spodumene concentrate, we cannot know what is Tesla's contracted concentration.

I guess my question revolves around the benefit to supply availability, if any, of Tesla taking spodumene at lower concentration and doing the processing itself.

 

[Rhoon-NL]

I just want to give my perspective, in a humble, non-threatening way.

Creating something that has never been done before is not a linear process. That is why there are usually "breakthroughs" that advance the progress towards the goal immensely, at a far greater rate than previous incremental improvements. Looking at FSD, you can see where they had a trajectory that they thought would solve it using just 2 photo snapshots/frames. Once they had optimized for that solution, they realized that no matter how much they perfected it, it would never be good enough. Hence the complete rewrite to video. This may or may not be the final architecture (will need to wait for it to be optimized before we can tell). Therefore, I don't think ANY time frame is accurate in regards to when L4/L5 will arrive. They're all just guesses based on previous trajectories.

Again, just my 2 cents.

Great explanation, no excuse.

 

[ReddyLeaf]

My personal opinion is that the main "narrative", repeated and driven by media and the like, about an "unhinged evil billionaire" is not helping the mission. Do you think otherwise?
I'm actually interested to change my mind about this.

Can you imagine Oprah giving away Tesla’s on live TV and people saying NO? Well, probably not definitive, but I can personally attest to the loss of two vehicle sales. I have offered to GIVE Model Y’s to family members who helped convince me to invest in TSLA. They absolutely said no, specifically because of Elon. Yes, I know that Tesla is production-limited and this is inconsequential, but there are certainly others, and eventually it will be consequential.

On a more personal note, picked up a few more shares today at $849.xx. More buys set at 82x.xx, 81x.xx, 79x.xx if needed. I do need the SP back over $1100 to make good on my family’s offer.

 

[Rarity]

Tesla Files 'Integrated Energy Absorbing Castings' Patent for Single-Piece Casting

Tesla has developed a unique for the automotive industry way to produce their cars. So, Model Y is produced using single-piece casting, which not only improves vehicle safety, but also provides significant savings, which allows for rapid scaling the production. Tesla filed a patent for...

www.tesmanian.com

TL: DR: Patent now published. “ On July 5, 2021, Tesla filed for the "Integrated energy absorbing castings" patent, which was published on February 10, 2022. The patent describes single-piece casting familiar in the Tesla community.”

“ Tesla has developed a unique for the automotive industry way to produce their cars. Model Y is produced using a single-piece casting, which not only improves vehicle safety, but also provides significant savings, which allows for rapid scaling of production. Tesla filed a patent for "Integrated energy absorbing castings" in which it describes the details of the invention.”

The part that made this make sense to me is the following...

\Unlike extrusions and stampings, the disclosed cast energy absorbing castings achieve energy absorption by generating progressive deformation and fractures in the casting that first initiate outboard and then propagate in an inboard direction during a crash event. The progressive crush ensures robust and repeatable crash performance.

 

[StarFoxisDown!]

Can you imagine Oprah giving away Tesla’s on live TV and people saying NO? Well, probably not definitive, but I can personally attest to the loss of two vehicle sales. I have offered to GIVE Model Y’s to family members who helped convince me to invest in TSLA. They absolutely said no, specifically because of Elon. Yes, I know that Tesla is production-limited and this is inconsequential, but there are certainly others, and eventually it will be consequential.

On a more personal note, picked up a few more shares today at $849.xx. More buys set at 82x.xx, 81x.xx, 79x.xx if needed. I do need the SP back over $1100 to make good on my family’s offer.

Man I’m glad I’ve been on vacation and haven’t checked this thread much. Talk about going off rails .

My only comment on this………. maybe people like your family should bother to take the time to look into Elon’s past and what has been said about him from the media, wall st, shorts, and everything in between. The man has been attacked nonstop for the past 10-15 years, many times in a very unethical way and sometimes downright disgusting way. But oh let’s turn on turn on Elon because he makes a bad meme joke on Twitter

My honest response to my family if they did what yours did would be “Ok let’s burn down the house of the only company actually changing the dynamic of climate change. We can just hand the keys back to the old guard that will find convenient ways to phase out EV’s once again. “

Because that’s the honest truth about them letting a tweet get in the way of supporting a company doing more change for the world in the past 100 years than any other company has. And that is absolutely what the outcome would be if legacy auto were to be given the keys to drive ev going forward.

The amount of righteousness entitlement and willingness to turn on anyone nowadays astounds me. Elon put everything he had not Tesla, pushed the company to the brink in order to force the issue of renewable energy….oh and donated 5 billion to charities just a couple months ago…….but nope, can’t support a man that posts some meme’s in bad taste.

 

[StealthP3D]

However, I don’t invest in great humanitarians. As an investor I consider if what he says has crossed such a line that it will have a material impact to the company. I also try to determine whether his tweets are trending worse and if might affect Tesla for a sustained period or even permanently.

OK, let me know when you determine that Elon has damaged the brand for a sustained period of time, or, heaven forbid, permanently!

I'll be anxiously waiting for your personal determination on which way this thing is going (based upon Elon's tweets).

In the meantime, I'll continue analyzing the company the way I always have.

 

[lafrisbee]

Cargo ship carrying Porsches and Volkswagens burns in the Atlantic

Panama-flagged cargo ship Felicity Ace caught fire in the middle of the Atlantic Ocean with several Porsche and Volkswagen cars in its hold.

www.autoblog.com

"Lithium ion batteries caught fire"

Mod: Note that the article says that they don't know what STARTED the fire. Of course it is possible that the fire spread to a car with a Lithium battery, which would then be very hard to put out. So the quote is misleading and it's misleading for you to post it like this. --ggr

 

[Matias]

if he decides to take Tesla down, I wouldn’t blame him. We don’t deserve to be saved from ourselves.

Sounds a lot like religion.

Anyway, I’m sure 99% of investors don’t agree with you.

 

[StealthP3D]

I went to a highly reputable Silcon Valley psychologist to determine if I was on the spectrum (my wife wanted to know).

After a few sessions I ask her "So do I have Aspergers?"

Her: "No, you're just an engineer".

All that proves is that if you pay someone enough money, they will say what you want to hear!

 

[AudubonB]

This was already published- it's 47

As all who follow either ICE or EV mpg & mpg-e data know, a published 47 suggests something very like a real-world 35.

 

[Prunesquallor]

Cargo ship carrying Porsches and Volkswagens burns in the Atlantic

Panama-flagged cargo ship Felicity Ace caught fire in the middle of the Atlantic Ocean with several Porsche and Volkswagen cars in its hold.

www.autoblog.com

"Lithium ion batteries caught fire"

Yee-ouch. Hope this doesn’t spill over and make shipping of any EVs more expensive.

 

[thesmokingman]

Yee-ouch. Hope this doesn’t spill over and make shipping of any EVs more expensive.

The funny thing is that Porsche has had this happen before. What are the chances?

Porsche Is Restarting 911 GT2 RS Production to Replace Cars Lost at Sea

A cargo ship carrying a few 911 GT2 RSes bound for Brazil sunk off the coast of France last week. That means Porsche will build a few more GT2 RSes than initially planned.

www.roadandtrack.com

 

[ZsoZso]

Hang onto your hats ladies & gentlemen, just about $10 more drop and we reach 200 day MA.
That means, gears will suddenly switch to reverse and we go up like a rocket -- prepare for whiplash!

 

[OrthoSurg]

I'd nominate adding Alan Turing to your list. Not only did he have a clear vision of computers and machine language before either even existed, but because of his historical context he was arguably responsible for altering the outcome of WWII.

Another might be Steve Jobs.

Like you I'm fascinated that there seems to be a correlation between "mild" personality/neurodevelopmental disorders and transcendent intellect.

Well the fact that someone is able to put up 16 hours of his daily time regularly and constantly to accomplish some extraordinary work requires your personality to not depend on normal regular social interactions like the average human.

The narrative is whatever the liars want it to be. And by liars, I don’t just mean the obvious but also us individually and the narrative we let ourselves be told and tell to ourselves, much of it all one big, fat lie.

Those teeth that upset you so with the latest tweet are the same teeth fighting for all of mankind. Is the recipient of that tweet fighting as hard for you as the deliverer of said tweet? Last I checked, no. That’s not an excuse for bad behavior, what it is is the truth. So, I say again, be careful what you wish for.

Personally, I don’t care who thinks Elon Musk is an unhinged, evil billionaire. They should narrate away and add fuel to his fire if they think that’s a good idea. In the end, it only matters what Elon thinks of himself and what he does or does not want to do about it.

Additionally: I say with confidence that Elon isn’t trying to damage Tesla via Twitter, it’s a personal space for him to express himself, but if he decides to take Tesla down, I wouldn’t blame him. We don’t deserve to be saved from ourselves.

The unwritten rules of Twitter for Political figures, CEOs, MDs, employees of a public of private company and public persona:
1) Does the tweet bring value and interesting information to the people reading it?
2) Can angry people, haters, trolls or opponents use it against you or complain about it to someone, organization or professional order?
3) Would I have to fire my employee if he tweets what I am about to tweet?
4) If I will have to delete it because the answer to 1 is no or the answer to 2 and 3 is yes, then don’t write it.

Twitter is simple.
If you are 45, jobless and you are living in your parent’s basement, you can tweet whatever you want if it does not lead to hate, violence, terrorism, etc.
If you have responsibilities and people are following you, you better read your tweet 7 times before you press the tweet button. Because the unwritten rules will always hunt you down.

 

[TheTalkingMule]

Man I’m glad I’ve been on vacation and haven’t checked this thread much. Talk about going off rails .

Same boat, sitting in the airport and checking in here. I had no idea that once the SP drops a bit, it apparently means Elon is a terrible person. Who knew!

 

[TN Mtn Man]

Cargo ship carrying Porsches and Volkswagens burns in the Atlantic

Panama-flagged cargo ship Felicity Ace caught fire in the middle of the Atlantic Ocean with several Porsche and Volkswagen cars in its hold.

www.autoblog.com

"Lithium ion batteries caught fire"

Lithium-ion batteries in the electric cars on board have caught fire and the blaze requires specialist equipment to extinguish, captain Joao Mendes Cabecas of the port of Hortas said. The source of the fire is still unknown.

Just to clarify, there is no indication that they were the source of the fire, simply that they were caught up in it and are now burning as well.

 

[AudubonB]

Yee-ouch. Hope this doesn’t spill over and make shipping of any EVs more expensive.

Note (and I DO expect eventually the primal culprit will be found to have been those pouch batteries):

The comment by the Port Captain did not say the batteries caused the fire; rather, he said that the batteries are burning and the crew could not overcome such fires. That is an important distinction - alas, likely to be overlooked by many.

To Tesla: I should hope that Tesla is able to ensure its shipments are confined strictly to car carriers that also do not simultaneously carry EVs with such fire-susceptible technologies. As we know, most car-carrying transport ships amass multiple companies’ products.

On edit: @TN Mtn Man was, in part, slightly quicker with the Send button. Tip o’ the coon hat to him.

 

[StateoftheArt]

Elon Musk is a freedom lover. He is a true patriot.

A truth speaker is always an overwhelming net positive. You may not like the truth. Nothing new. Carry on.

TSLA long and strong.

 

[Singuy]

Staging area now packed again

 

[AudubonB]

I have had to scrub any number of posts of disgusting wording. As always, there is zero reason to write thusly.
WHY is the Department of Redundancy Department having to work overtime in this regard? CUT IT OUT!