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

[elasalle]

max pain is $810

 

[Nocturnal]

And I'm still not scared because of this forum and all we know, real-time (huge grateful). The acceleration of Tesla can and likely will outpace any macro dump in time. Could you imagine having your retirement in some bank managed 401K? That would scare me even more, as that fear is of the unknown.

This isn't the hard part for me HODLing because it's like the popcorn phase now. No, I'm afraid I will sell on the way up which was what happened the first time to some degree and was holding way too much in cash waiting for the next dip. So maybe cap that to pad whatever comes along. I sense many here would tend to only sell what they need and keep the rest for life. I've never considered that until now.

The combination of what Tesla is doing, and the fact that I follow it so closely gives me a lot more confidence than I'd have otherwise.

I'm in the same boat. I've tried to sell rips with my trading money lately to blunt some of the losses. Playing with fire now I think.

 

[Discoducky]

Car manufacturers routinely make non vin cars when starting a new factory/ line or a major change in the product. These go to the crusher.

Test engineering mules, yes. Not PPAPd vehicles. I did this for Model X with my AP parts. Once the vehicle contains all PPAPd parts it is done and sellable (from an engineering perspective). This was, however, in Fremont, not sure about Germany.

 

[lafrisbee]

max pain is $810

and as of this morning that is actually almost the truth...from the second chart it should end the day just between $800 and $820. Probably below $810.

 

[Nocturnal]

Bloomberg saying that Putin has agreed to negotiations after Zelensky floated the idea of a neutral Ukraine. Should be helpful news.

 

[SOULPEDL]

Darn, missed it by 5 pts (stupid numerology). Prime example how you can miss out (assuming it goes back to that steady climb from yesterday or at least Max Pain). I'm running with the latest "Agressive Buy" 1,500 price target. Maybe it will take a little while so that everyone gets to fill up on gas at the newer prices, but this stonk always comes back. Plus, this was another tailwind just like the cold winter power outages in Texas was to Energy. People are gonna catch on soon; for some, the truth hurts.

 

[FastCompany]

Tesla to open temporary Victoria, BC location during construction of Langford Service Center​

Tesla will soon be opening a temporary location in downtown Victoria, British Columbia as the automaker looks for a way to handle increasing demand in an area with the highest rate of electric vehicle (EV) adoption in North America.

 

[geometro]

odd to see that we are at ~ the same price as last February. Need to get these new factories open!!

 

[JustSaying]

To be perfectly honest, BCI (Bat Conservation International) is based in Texas. But, fire ants are a scourge and are routinely killed not quite as fast as they propagate.

Neither of which got in the way of building Tesla TeraTexas.

I thought all the bats went to live under the Congress Avenue Bridge?

 

[AudubonB]

The boringly repetitive discussion comprising ignorance, speculation, nonsense, irrelevancy and OTness regarding what will happen with the pre-production vehicles from Grünheide must STOP. If anyone needs to get caught up in an endless loop, go watch Groundhog Day.

Endit.

 

[TheTalkingMule]

Lol....that'll teach em.

New SEC short sale rules would force investors to submit updates each month

Wall Street's top supervisor said the proposed changes would require investors to collect and submit certain short sale data to the SEC each month.

www.cnbc.com

 

[Nocturnal]

Bullish. I'm a little surprised that the LA Times actually printed positive words about Tesla. 3-4k higher costs just due to distribution. That's why Tesla's margins dominate.

 

[jerry33]

Lol....that'll teach em.

New SEC short sale rules would force investors to submit updates each month

Wall Street's top supervisor said the proposed changes would require investors to collect and submit certain short sale data to the SEC each month.

www.cnbc.com

Unfortunately, "certain short sale data" will mean there is lots of room for the usual.

 

[TN Mtn Man]

Bullish. I'm a little surprised that the LA Times actually printed positive words about Tesla. 3-4k higher costs just due to distribution. That's why Tesla's margins dominate.
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Ford and VW seem to actually get it. GM, Toyota and Stellantis, I'm not so sure. Ford has the potential to turn into a significant competitor once their battery and assembly plants come on line outside of Memphis. Granted, that won't be for a few years, and they have a lot of catching up to do in the technology department. In in that time-Tesla's lead, both in BEV tech and DFM-oriented production will be even wider.

 

[Krugerrand]

Unfortunately, "certain short sale data" will mean there is lots of room for the usual.

Agreed. Super weak new rules. Like a $10m cutoff. Okay, let me keep my short to $9.75m then I don’t even have to report anything ONCE a month.

 

[Discoducky]

3-4k higher costs just due to distribution.

That seems crazy high. Does this include more than just the cost to get the car to the dealership? Or maybe it was misunderstood somehow?

If true and I guess it would be if it came from Ford's CEO, then yeah, they are screwed.

 

[Nocturnal]

That seems crazy high. Does this include more than just the cost to get the car to the dealership? Or maybe it was misunderstood somehow?

If true and I guess it would be if it came from Ford's CEO, then yeah, they are screwed.

I assume it's not just the shipping, but paying people to manage the process, interacting with dealers, contracts etc. as well.

 

[Thumper]

Maybe Ford is counting advertising in distribution cost. That's about $1100 per car right there. If I remember correctly, that cost used to be printed on the Munrooney sticker.

 

[Artful Dodger]

Finally, Sandy Munro gets to the Plaid "secret sauce": (1 hr ago)

Tesla Model S Plaid Motor EXTRAVAGANZA!!

 

[Featsbeyond50]

3-4k higher costs just due to distribution.

When people will buy your cars without ever even kicking a wheel, you're coming from a position of massive strength.