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

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Oh yeah, after the initial sales to fanbois in Europe, there will be a lack of demand as the Yoke/Joke will be even more unsafe on the many traffic circles in Europe.

I sincerely hope there is high level pushback by Tesla's EU leadership so as to replace it with a far more safe steering wheel with usable turn signals.

Have you ever driven trough one? The very common turn into a crossing road is more demanding on wheel manouvers than a roundabout. (90 vs 30 degrees from a straight line) And both are quite simple really if you are an experienced driver. I see no issues here.
 
There seems to be a shortage of economic and industrial understanding on this board. The world ceases to exist almost overnight without oil - in six months we're all dead. High prices alone costs millions of lives per year. You can't make a Tesla without using a ton of oil (ex: it takes 8 gallons to produce a tire). Add that to steel, concrete, chemicals, fertilizer, plastics and hundreds of other products. It's like asking the sun to stop shining. How do you guys not understand this? Didn't Elon say we need more oil? Did you think he was joking? I got more bad news for you: when bot comes online and we go through another revolution in industrial productivity, the world will be using more oil ... not less. But, if it makes you feel good, go ahead and vilify the people who are keeping the lights on ... they don't really care what you think.
Ah, no, no, no.

Please, stop misleading those on this thread--we deserve better.

The fossil fuel industry DOES need to be vilified for they are evil, perpetuating misinformation re: climate change for decades so as to line their pockets at the expense of our only planet's future.

Are you not familiar with these facts?


And:


Key quote:

Earlier this month — about two weeks after receiving a $1 million donation from a natural gas executive whose company made more than $2 billion during the winter storm — [Texas] Gov. Greg Abbott told the PUC to incentivize gas, coal and nuclear power while adding costs for renewables.

And:


And, a recent THREE-PART PBS documentary on just how long they've been at this:


And, please, at least watch the trailer:


YES, I do concur on this singular point: for now we still require unburned fossil fuels for a wide variety of products (tires, etc.) but at least those are not converted into GHG's. So that gives them a pass for decades of lies and more, not to mention likely funding the incessant attacks on Tesla and Elon Musk? I'd posit that the unburned part of their product stream is ~20%, or less? Does that allow us to forgive that the firms and their lobbyists are 100% evil?

p.s. Want more recent examples of their work to screw over the entire planet? How about the material from just the past few months and weeks regarding how Sen Manchin has been THE roadblock on BBB and how the latest legislation version remains a huge boon to oil and gas?

WARNING: THE FOLLOWING ARTICLES MAY CAUSE NAUSEA AND RAGE:


And:


Key point:

The bill would also require the Interior Department to offer at least 2 million acres a year for onshore oil and gas lease sales. Unless it holds those lease sales, the bill says, the department could not offer rights of way for solar and wind power projects.

And:


Key point:

But the fossil fuel donations he received in recent months overwhelmingly came from the oil and natural gas industry, not coal.


Key point:

Senator Joe Manchin III of West Virginia, who took more campaign cash from the oil and gas industry than any other senator, and who became a millionaire from his family coal business, independently blew up the Democratic Party’s legislative plans to fight climate change.
 
Ah, no, no, no.

Please, stop misleading those on this thread--we deserve better.

The fossil fuel industry DOES need to be vilified for they are evil, perpetuating misinformation re: climate change for decades so as to line their pockets at the expense of our only planet's future.

Are you not familiar with these facts?


And:


Key quote:

Earlier this month — about two weeks after receiving a $1 million donation from a natural gas executive whose company made more than $2 billion during the winter storm — [Texas] Gov. Greg Abbott told the PUC to incentivize gas, coal and nuclear power while adding costs for renewables.

And:


And, a recent THREE-PART PBS documentary on just how long they've been at this:


And, please, at least watch the trailer:


YES, I do concur on this singular point: for now we still require unburned fossil fuels for a wide variety of products (tires, etc.) but at least those are not converted into GHG's. So that gives them a pass for decades of lies and more, not to mention likely funding the incessant attacks on Tesla and Elon Musk? I'd posit that the unburned part of their product stream is ~20%, or less? Does that allow us to forgive that the firms and their lobbyists are 100% evil?

p.s. Want more recent examples of their work to screw over the entire planet? How about the material from just the past few months and weeks regarding how Sen Manchin has been THE roadblock on BBB and how the latest legislation version remains a huge boon to oil and gas?

WARNING: THE FOLLOWING ARTICLES MAY CAUSE NAUSEA AND RAGE:


And:


Key point:

The bill would also require the Interior Department to offer at least 2 million acres a year for onshore oil and gas lease sales. Unless it holds those lease sales, the bill says, the department could not offer rights of way for solar and wind power projects.

And:


Key point:

But the fossil fuel donations he received in recent months overwhelmingly came from the oil and natural gas industry, not coal.


Key point:

Senator Joe Manchin III of West Virginia, who took more campaign cash from the oil and gas industry than any other senator, and who became a millionaire from his family coal business, independently blew up the Democratic Party’s legislative plans to fight climate change.
Two things can be true at the same time:

1. I agree with your assertion that oil companies only care about profit, and everything else be damned.

2. I also agree with CaptKerosene (and Elon) that in the near term the world desperately needs more of the commodities that Big Oil provides.

You two seem to be talking past one another.
 
By definition, the world does not need more oil. Demand is lower than at it's peak in 2019 and is now very unlikely to ever reclaim that demand level.

Supply is more than ample, and any minor disruptions certainly should not be causing prices to skyrocket.

Yes, we have an "open market" that dictates spot and futures pricing. But it's being purposely manipulated by oil & gas + wall St+ a willing press.

Read my comments in the oil thread for more info and fun ways to potentially combat this clear as day price gouging.

How is this kerosene troll still posting here?
 
I can hear the FUD articles being written as we speak. Tesla is only worth so much because drunk Elon stans don't know what, or even if, they're buying or selling.

Plebs who suck at investing can only cope by pretending we are clueless, when in fact this is the highest form of 8 balling.
 
Recent news, not sure if it hasn't been reported here yet (way too much posts to go through! could we get an algo cleaned up thread?), Elon countersues Twitter - maybe the new legal sharks have gotten busy.

TSLA.TMC.Elon.countersues.jpg




[Weekend OT:] Trying to catch up

All of the older packs had individually fused cells so that if one cell shorted ("went bad") the fuse would blow and the rest of the pack would function just fine. If a cell failed open instead, it's as if the fuse blew so the same result. There is a (usually small) loss of range because the balancing requires all of the series elements to have the same capacity. It's mostly true that this is not repairable at the cell level but it does not mean that the loss of one cell means the whole battery is bad. I'm confident the same is true for the new structural pack.
Also re all comments on Tesla battery pack repairs - the confusion may be because of some earlier FUD relating to Roadster and Model S only battery packs. Turns out these can be repaired without a complete battery swap; individual cells also may be replaced/ repaired/ neutralized. As far as I know only Gruber Motors does this properly.

Tip for the lucky ones living near Phoenix AZ ordering Tesla's: Gruber provides a thorough pre-purchase inspection service at a reasonable $345 cost.
Also notable Tesla repair/ maintenance specialist I would recommend, the Electrified Garage with centers in NH/ FL of YouTuber early Tesla hand rebuilt flooded Model S Dolores.

Disclaimer: not affiliated with Gruber Motors or The Electrified Garage - just part of my earlier years research into Tesla ca 2019 when like most folks I had NO idea Tesla wasn't a billionaire's toy project, as I wasn't particularly interested in cars - just computers and photography.

TSLA.TMC.Gruber.repair.S.jpg
 
Looks like the annual meeting will include some fireworks.

If you recall the referral reward where Tesla said they would launch a photo into space, they've put together a nice mosaic of them all and the launch is scheduled for August 4: Tesla Photo in Space Mosaic | Tesla
Has anyone figured out how to download that (huge) photo file ? Paging Tesla photographers ...
 
How is this kerosene troll still posting here?
I disagree with almost everything he says, but I would not call him a troll.

He does not spam the board repeatedly. He agrees to disagree and moves on. And he is on record that he is OK with everyone disagreeing with him.

We should not chase people off because we disagree with them. We should chase them off if they are disruptive to the board.
 
How about the material from just the past few months and weeks regarding how Sen Manchin has been THE roadblock on BBB and how the latest legislation version remains a huge boon to oil and gas?

Manchin was able to be the roadblock because EVERY SINGLE REPUBLICAN declined to step up to the plate and support the legislation.
 
Have you guys watched this? Just a goldmine of information, from brand loyalty, sale numbers, competition migration, how Tesla is destroying historical trends, and everything you need to know about this auto game. One gold nugget is that EV loyalty from luxury brand has gone down by 11%, meaning 11% of those who bought other EVs went to Tesla. 95% of household who bought a Tesla went back and bought another Tesla if they were to go for another car.

He brought in Taycan and EQS as examples of many people who owned the S went to them but not many came back, but did add the stipulation that it may be because of model refresh supply issue.

The guy from S&P has personal biases and have on occasion talks about Tesla quality issues and fatal accidents they need to correct. I had no idea people didn't die in other cars...

He also talks about how they model Tesla's marketshare going down to the 20%s, and that there will be an inflection point in which all of Tesla's fatal accidents and poor quality will catch up to them(his personal opinion). I believe these biases feed into why Tesla is not investment grade because most people has these biases.

Anyways, too much good hard data to summarize and every investor should watch this even though some of those personal bias things are hard to watch.

Thanks for pointing out this video. A goldmine indeed!

They also talked about how GM Cruise is losing $500 million per quarter. They say that Cruise has about 2 years before they are out of money with little hope of raising more. That is, unless they can prove a path to profitability in that time.

I don't see Tesla as a direct competitor to Cruise and Waymo any time soon. It's possible that they each carve out a niche of their own, but Tesla is by far the most likely to achieve success. And it looks like the analysts in the video have figured out why.

Tesla doesn't need to find a path to profitability. The cost structure for FSD development is sustainable long term. Even if it takes another 10 years, Tesla can keep refining the system until it's good enough. The others don't have that luxury.

It's ironic that the brilliance of Tesla's approach doesn't have so much to do with the technology itself. The real advantage for Tesla is the cost structure.