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

[The Accountant]

Was there any mention of the Buffalo factory? I don't remember hearing anything.

I didn't hear it mentioned.

 

[thesmokingman]

I have never seen a Steve Jobs annual meeting. For those that have, did he ever get the admiration and standing ovations like Elon has?

With Jobs... the room is quiet, no one speaks, they just applaud like on cue from time to time. Elon on the other hand is unique, his style is like no style, he engages the audience like he's one of us at the same time exuding that which makes him a sme, subject matter expert. For as much press as Elon gets not much is said about his public speaking which I find very engaging. CEO's don't do this sort of stuff.

*I should add some context to Jobs, from what I remember of that era he ruled thru fear. I don't think you can do that in today's world.

 

[shrspeedblade]

And multiple standing ovations...I don't watch many shareholder meetings, but are there any like this? Any? Maybe Moderna, Pfizer and BioNTech in 2021? Any others? Buehler...

That was a really neat moment, "I don't have a question, I just want to say thank you for making the world a better place."

Standing ovation organically builds afterwards.

Unfortunately, I got something in my eye at that moment, but even that and despite watching through a screen it wasn't lost on me.

 

[Cosmacelf]

Not really because the most sought after part of crashed Tesla are the batteries. They get used for EV conversions and home battery storage projects.

Right. It seems that most cars that are, for insurance purposes, “totaled” have intact battery packs. That’s why salvaged Teslas generally have high auction value. Salvage specialists will piece out a Tesla to maximize revenue.

 

[Prunesquallor]

And multiple standing ovations...I don't watch many shareholder meetings, but are there any like this? Any? Maybe Moderna, Pfizer and BioNTech in 2021? Any others? Buehler...

This is the only other one I’ve seen. It didn’t go so well.

 

[Thekiwi]

View attachment 836862

I’m with @Troy on this - 1.5m is unlikely to happen, especially as Shanghai Y line was down for upgrades for a couple of weeks, and then the Shanghai 3 line down as well for a couple of weeks for upgrades (due to be back online early next week if I recall correctly).

1.45 million is “close to 1.5m” - and would be a great achievement by itself to hit.

 

[thesmokingman]

Ok, I lol'd, did you?

In addition to gas pumps, the station features two high-speed 50 kW DC chargers. Each is fitted with both a standard CCS connector as well as a CHAdeMO plug for charging Nissan Leafs and the like. The station uses a Nissan Leaf as a delivery vehicle itself, meaning the CHAdeMO hook-up comes in handy.

Shamelessly taken from...

denver gas station sign

https://www.thedrive.com/news/new-gas-station-lists-electricity-price-right-next-to-gas?utm_term=The%20Drive_Wire_08.04.22&utm_campaign=The%20Drive_Wire_Actives_Dynamic&utm_source=Sailthru&utm_medium=email

teslamotorsclub.com

 

[Electroman]

With Jobs... the room is quiet, no one speaks, they just applaud like on cue from time to time. Elon on the other hand is unique, his style is like no style, he engages the audience like he's one of us at the same time exuding that which makes him a sme, subject matter expert. For as much press as Elon gets not much is said about his public speaking which I find very engaging. CEO's don't do this sort of stuff.

*I should add some context to Jobs, from what I remember of that era he ruled thru fear. I don't think you can do that in today's world.

Spot on. His style is casual conversation style, like you would have with a very knowledgeable buddy over a beer. Much preferred than the canned, diplomatic, long winded non-answers we typically see from executives.

 

[MikeC]

New Elon interview on a podcast:

 

[Artful Dodger]

But to hit 20 Million by 2030, the last GF needs to be fully ramped.

IMO 1-2 additional GFs per year 2023-2030 seems possible,

An addition to those goalposts at today's AGM: >100M Tesla within 10 years.

That's ~42% CAGR, I think.

 

[StealthP3D]

That's pretty much the only way the math works out to hit1.5 million for 2022.

Even if you think they're going to come in slightly under that number at say 1.47 million, it would still mean you're looking at a 400k Q3.

Actually, it would not mean that.

Elon didn't elaborate on the rate of the ramp with regard to how they expected to get to (or close to) 1.5 million vehicles this year. Assuming 400K for Q3 based on Elon's projections assumes a relatively steady ramp through the second half of 2022 and that's a assumption that shouldn't be made. If more of the ramp happens early in Q3, then Q3 production could be well over $400K while still missing the EOY target of 1.5 million. Conversely, if the ramp is more concentrated towards the end of Q3/beginning of Q4 then Tesla could potentially hit the 1.5 million number while missing 400K in Q3. We have no way to know so let's not start parsing things using assumptions that are not givens because that can create expectations that are not necessarily accurate.

 

[Artful Dodger]

I didn't hear it mentioned.

Just obliquely, wrt Supercharger v4 coming next year (presumably from Giga NY). Then Elon said that's a subject for another day. This will most likely be in conjunction with opening the Supercharger network to other EV owners in N. America, and contain at least partial financial support from the U.S. Gov't for expanding the network.

 

[StealthP3D]

Thanks mate! Last time it was stocks of record a week before the actual split occurred, so he should be good. Should have searched before I asked...

The date of record is insignificant to your friend. The only real dates that might matter are the date they announce the split dates (because this may cause a little pop in the share price) and the date the stock starts trading post split (because this will reduce the price per share by 2/3rds).

In reality, the best time to buy a company that's going places is ASAP. Because the volatility is largely unpredictable and mostly just noise.

 

[thesmokingman]

New Elon interview on a podcast:

Lmao, 69 days after 420!!

 

[oneday]

Ok, I lol'd, did you?

Shamelessly taken from...

denver gas station sign

https://www.thedrive.com/news/new-gas-station-lists-electricity-price-right-next-to-gas?utm_term=The%20Drive_Wire_08.04.22&utm_campaign=The%20Drive_Wire_Actives_Dynamic&utm_source=Sailthru&utm_medium=email

teslamotorsclub.com

OT but CA electric prices sure have gone way up in recent years. Lowest EV rate from PGE is currently $0.24 after midnight. My commercial rate is $0.31 - $0.38 and superchargers are $0.48. I wonder what markup they have on their electricity if they are charging $0.15?

 

[Thomas Edison]

What does the stock split mean for my long term options? They don’t exactly spilt evenly into 3.

 

[thesmokingman]

OT but CA electric prices sure have gone way up in recent years. Lowest EV rate from PGE is currently $0.24 after midnight. My commercial rate is $0.31 - $0.38 and superchargers are $0.48. I wonder what markup they have on their electricity if they are charging $0.15?

I'm in socal and it's not too bad, after 10pm it's .19 for me.

From the article...

Kipfer estimates around five to 1- cars come through to charge each day. Charging fees, "probably should be a little bit higher, to be honest with you," he says, but the charging isn't a loss leader by any means. "It is a profit center for us," says Kipfer.

 

[oneday]

An addition to those goalposts at today's AGM: >100M Tesla within 10 years.

That's ~42% CAGR, I think.

It seemed like there was going to be some kind of surprise with the V4 supercharger. Elon had to hold himself back. Perhaps, snake charger?

 

[wipster]

The date of record is insignificant to your friend. The only real dates that might matter are the date they announce the split dates (because this may cause a little pop in the share price) and the date the stock starts trading post split (because this will reduce the price per share by 2/3rds).

In reality, the best time to buy a company that's going places is ASAP. Because the volatility is largely unpredictable and mostly just noise.

We're trying, but he can't buy until Monday. Should be fine though.

 

[Cosmacelf]

It seemed like there was going to be some kind of surprise with the V4 supercharger. Elon had to hold himself back. Perhaps, snake charger?

I thought it was more along the lines of the megacharger.