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

[Artful Dodger]

United we stand: (and the fossil fools fail)

A Stand for Solar: How a united movement helped pause CA's solar tax proposal — at least for now

Earlier this month, a small miracle of sorts happened in California. The California Public Utilities Commission’s (CPUC) proposed new net metering rules (NEM 3.0) hit an indefinite “Pause” button. Through an email, Administrative Law Judge Kelly Hymes notified parties officially involved in its...

www.teslarati.com

Cheers!

 

[Krugerrand]

Pretty clear on all accounts and all reports that the 4680 is scaling very slowly. EM-"Next year Tesla will be battery constrained"- it is very clear what EM meant by that during the investor presentation. Both Berlin and Austin were really designed to produce cars with this form factor. CT Semi require it.

Pretty clear you continue to make authoritative comments about subjects you are not well-versed.

 

[viridi]

The spoofers are out in force already this morning. Pre-market, sell orders of 700, 800, 900, and 1,100 being used to hold the price below $810 (one in particular - an order to sell 900 shares at $809.99 is just sitting there (another to sell 1,100 at $809.40 was just put in and pulled to drive the price below $809)). These do not seem like large orders, but for pre-market they are (depending on volume, on certain mornings, one can cap in pre-market for TSLA with orders as small as 200 - 300).

 

[Phobi]

The spoofers are out in force already this morning. Pre-market, sell orders of 700, 800, 900, and 1,100 being used to hold the price below $810 (one in particular - an order to sell 900 shares at $809.99 is just sitting there (another to sell 1,100 at $809.40 was just put in and pulled to drive the price below $809)). These do not seem like large orders, but for pre-market they are (depending on volume, on certain mornings, one can cap in pre-market for TSLA with orders as small as 200 - 300).

...There goes that effort lol

Lets go!

HODL!

 

[2daMoon]

...There goes that effort lol

Lets go!

HODL!

Is this what happens when spoof goes poof?

 

[StealthP3D]

I don't know why Nativewolf doesn't own TSLA but if he is an investor then I believe he should.

And if someone isn't an investor, they should be.

Of course, the obvious problem here is if TSLA is too expensive at $800, you know it's going to be too expensive at $1400. Even if you talk someone into buying at a low price, as soon as it becomes significantly more valuable, they want to "lock their gains in" and sell.

Let's say you were sitting in a casino with $1000 and you noticed their roulette wheel had a mechanical flaw or a "sticky spot" and it was landing on "5" 20% more often than random chance would dictate. So, you started betting $20 on "5". Most spins you still lost your $20 but, when it hit "5" you won $700. After a while you realized you now had $5000. You thought "I had better quit while I'm ahead and lock in my gains because I could lose $20 each of the next 10 spins."

That's what people who sell a good stock simply because they have made a profit and want to "lock it in" are doing.

 

[ThisStockGood]

Lift off!

 

[lafrisbee]

SP still stupid.

 

[madodel]

At least someone finally acknowledge Tesla is a technology company. Just posting for the headline, as there is no real content anyway, just a rehash of Sacconaghi's bizarre "underperform" 50% price upgrade. and Barrons requires subscription so not worth reading. They just refer to Tesla's mind bending growth not their actual mind bending technology.

Tesla Really Is a Tech Company—Just Not a Very Good One, Analyst Says

One sane complement worth posting:

"Tesla margins can’t top Apple’s yet. But they are good for a car company. BMW‘s (BMW.Germany) operating profit margins are expected to be about 11% in 2022."​

Though it should be "BMW‘s (BMW.Germany) operating profit margins are expected to be ONLY about 11% in 2022."

 

[Nocturnal]

This Russia business, horrible as it is (to get that out of the way), will wind up being a huge benefit to any company that sells EVs/green tech.

Europe will be pushing HARD to move away from fossil fuels after this. I also like to think that the average person around the world is maybe starting to consider that oil money always seems to go fund bad people.

 

[TheTalkingMule]

Germany has accelerated their transition to sustainability and now expects 80% of their electricity supply to be from renewables by 2030. 100% by 2035.

To GenX'ers like me that still sounds far off. But it's 13 years from now. Equidistant from when the Phillies last won the World Series. Which feels like yesterday.

Tesla Energy will be far larger than automotive.

 

[phoggy123]

Germany has accelerated their transition to sustainability and now expects 80% of their electricity supply to be from renewables by 2030. 100% by 2035.

To GenX'ers like me that still sounds far off. But it's 13 years from now. Equidistant from when the Phillies last won the World Series. Which feels like yesterday.

Tesla Energy will be far larger than automotive.

To that point, we like to bag on the bureaucracy of the German government, but in the 2010's they committed at led the way in renewables. If there is a country I think that can do this its the Germans. I hope they see the value of what they have in Brandenburg to help supercharge this.

 

[larmor]

This Russia business, horrible as it is (to get that out of the way), will wind up being a huge benefit to any company that sells EVs/green tech.

Europe will be pushing HARD to move away from fossil fuels after this. I also like to think that the average person around the world is maybe starting to consider that oil money always seems to go fund bad people.

Amazingly there is still a 'carve out' to sell oil and gas, so in essence sell oil and gas to kill people, just like other recent 'wars'. Makes solar and battery backup look more promising everyday, no one has to die.

 

[Usain]

Tesla Energy will be far larger than automotive.

Yes, and the invention of the LFP battery makes it possible.

Right now it is more profitable to put those batteries into cars. But I think this has to change. A Megapack is so much simpler and cheaper to build.

Is there anything stopping Tesla Megapacks from having higher margins that Tesla autos?

 

[Artful Dodger]

TSLA outperforming the wider market as of 10:10 E.T. this morning, especially the largest S&P 500 components, and the NASDAQ-100 index overall:

Most likely wedgies looking at this technical chart and drooling: (waiting for ↓ vol)

As always, I'm playing the long game: HODL'ing.

Cheers to the Longs!

 

[Artful Dodger]

At least someone finally acknowledge Tesla is a technology company. Just posting for the headline, as there is no real content anyway, just a rehash of Sacconaghi's bizarre "underperform" 50% price upgrade. and Barrons requires subscription so not worth reading. They just refer to Tesla's mind bending growth not their actual mind bending technology.

Tesla Really Is a Tech Company—Just Not a Very Good One, Analyst Says

One sane complement worth posting:

"Tesla margins can’t top Apple’s yet. But they are good for a car company. BMW‘s (BMW.Germany) operating profit margins are expected to be about 11% in 2022."​

Though it should be "BMW‘s (BMW.Germany) operating profit margins are expected to be ONLY about 11% in 2022."

And he's a foolish/uniformed "analyst". The main reason Tech companies have such outsized gross margins compared to the rest of the market is that their R&D expense is not accounted for as an operating expense. In which universe does Apple, or Google, or Facebook not depend primarily on their annual rollout of new tech?

This is just another example of how GAAP accounting fails to inform the investor, and why you must work to understand the company's underlying business.

Paging @st_lopes for the accounting nuance...

TL;dr Tesla's business is awesome.

Cheers!

 

[SageBrush]

And he's a foolish/uniformed "analyst". The main reason Tech companies have such outsized gross margins compared to the rest of the market is that their R&D expense is not accounted for as an operating expense.

That is interesting, but I have to admit that I'm surprised that R&D *is* counted in the gross margin of non-tech companies. Just goes to show that my understanding of 'marginal' needs some work.

 

[betstarship]

"Panasonic Corp said on Monday it will begin mass production of a new lithium-ion battery for Tesla Inc before the end of March 2024 at a plant in Japan."

Panasonic to begin mass producing new Tesla battery by end-March 2024

Panasonic Corp said on Monday it will begin mass production of a new lithium-ion battery for Tesla Inc before the end of March 2024 at a plant in Japan.

www.reuters.com

 

[AudubonB]

"...grew up to..."? One undoubtedly learns to deploy the whip to ensure obedience from the earliest age, when it might be deployed to facilitate compliance from other children and small animals. Surely you should have known that from infancy, if indeed you ever did know it.
Note: Please advise is all this is on-topic.
AFAIK Buggies often came with longer versions of the martinet but they have been ineffective for BEVs unless one needs one for the odd UBER driver.

Ha ha ha. Very funny.
Now: get back in line!

 

[xhawk101]

Bought TSLA leap option Jan '24 @2125$ to hopefully add some ROI. 99% buy and hold here long term though.