Just have J.B and Redwood recycle everything first...
Definitions are going to be so critical.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Definitions are going to be so critical.
I remember thinking similar things when I heard the "computer nerd" that started Paypal was going to start building cars. Then space ships. One thing I have learned over the last decade or so-don't bet against Elon Musk.
Maybe you should re-read his tweet. It’s low-level trolling.
He’s my neighbor so I and my constant “full throttle” acceleration from our lone red light take full responsibility for him getting the Tesla bug.
New megapack products are live with 50% more energy. Some people are speculating these are LFP celled megapacks.
Dimensions are bigger:
Price per MWh of storage went down by 16% compared to previous version.
(these thoughts and specs were copied from reddit)
Dimensions are bigger:
- Longer by 6 foot (27%)
- Wider by 2 inches (3%)
- Taller by 1 foot (17%)
- Weighs 33,000 lb more (64% increase)
Price per MWh of storage went down by 16% compared to previous version.
(these thoughts and specs were copied from reddit)
Last edited:
@Cobbler I think that news on Soros buying a bit of Tesla might be driving up the stock price after hours. I bought at $900 after seeing your post. Thanks. Of course, the rise could be the end of recognition of option expiry closing price, as StealthP3D described. Either way, happy I bought. Have a great weekend, all !
The end of the regular trading session used to be the end of the week. But the market makers realized if they could get the after-hours trading to be recognized by the options contracts, they would have a lower volume market to fix their imbalances and further boost their profitability. So, if you want to mess with the ultimate manipulators, buy shares in aftermarket trading for under $900 before the session closes.
If the macro outlook remains largely unchanged over the weekend, I think Monday morning is good for at least a $10-$20 pop (if not a lot more).
Last edited:
They can probably last 20 years with minimum degradation As well. And of course Tesla can probably fill more demand while making slightly higher margins. In 2023 Tesla energy should be a much bigger profit line.
I assume you mean after the split
If it was important, I'm sure Tesla can make a car which qualifies for the rebate by controlling all aspects of the supply chain including having cells made just for those vehicles that would be sold in the US and using a different battery for those cars.
But if we assume hypothetically that the Semi using 2170 cells and the Semi easily qualifies for the rebate, Tesla might decide that is the highest priority use of 2170 cells.
If lower range Model 3s can be made with Chinese battery packs as an interim solution at good margins and can possibly be sold for a lower price that might be good option. Using 2170s for Performance Models might still make sense.
My hunch is one 500 Mile Semi would consume the amount of 2170 cells that would go into 12 LR Model 3s. If I am wrong, the number is probably somewhere in the 10-14 range. Making more Semis might be a big advantage from making fewer LR Model 3s in the US.
For most of the rest of the world. LR Model 3 comes from China.
Another more simple explanation is the LR Model 3 orderbook is full.
Artful Dodger
"Neko no me"
Having a flexible supply chain is one of the competitive advantages Tesla enjoys.
Ford & GM have one battery supplier for each product. Being able to mix and match cells for this purpose is potentially going to make a huge difference here for Tesla customers.
Artful Dodger
"Neko no me"
This Friday close is excellent news after my 28 days on call and overnight family shifts at the ICU.
QQQ closing above at 330 which is above 324 200MA and 326 Bear market resistance line is the most bullish signal we got in the last 9 months.
Thanks for all the support everyone. Finally feeling positive!
QQQ closing above at 330 which is above 324 200MA and 326 Bear market resistance line is the most bullish signal we got in the last 9 months.
Thanks for all the support everyone. Finally feeling positive!
Artful Dodger
"Neko no me"
We've known for some time that these were planned from Lathrop: (LFP definately part of the plan)
Tesla set to introduce larger Megapacks this quarter, targeting to grow Megapack production to nearly 50GWh by 2023 | (Jan 7, 2022)
Tesla set to introduce larger Megapacks this quarter, targeting to grow Megapack production to nearly 50GWh by 2023
Tesla broke ground last year on a new Megafactory in Lathrop, California. As the name implies the facility will produce Megapacks, Tesla’s utility-scale energy storage system. With the help of the Lathrop Megafactory, Tesla is […]
driveteslacanada.ca
Bingo! An EV is optimized for cases of lots of starting and stopping, and most limited in applications requiring high-speed (high aerodynamic drag) driving for long periods of times. For all the reasons you mention, Semi makes a lot of sense for local/short haul delivery applications and "city to city" runs (not necessarily cross country). Now, my question-rather than starting with Semi, why not start with smaller delivery vehicles, such as UPS/FEDEX/Amazon/mail trucks? Much more start/stop operation, lots of vehicles and demand, and a lot of exposure to consumers. How much of an impact would a Tesla logo on the BBT or Amazon truck customers see every day have on potential EV purchasers? And fewer miles covered in a given day, meaning more vehicles from a constrained battery supply. I'm curious why Tesla has left this open to Bright Drop and Rivian (and some others) at this point-seems like much less of a technical and production challenge than Semi. Semi does seem like a natural foundation for panel trucks.
Having said that, I'm wondering if Tesla is waiting to "drop the big one" on the delivery market, with a ground-up design, using their expertise in design for manufacturing and "alternate" construction methods, with a platform at a dramatically lower cost than anything currently on the market.
That will likely involve questions and speculation likely leading to post deletes.
Actually, it was moonshine. And you say that like it's a bad thing. Personally I'm pretty certain that day-drinking is a necessity with the markets of this year.
Welcome aboard, George S. Good to see you as a shareholder at last.
Dad would be proud of you, young’un!
(Much older Dad and young G Soros were roommates, at times, as they scoured the world for new markets. Famously, that included Brezhnevian USSR in the early-mid 70s).
Quite separately, I rented my condo to the Soros’s for quite a long period when they were having their own unit, upstairs from me, renovated. That sabbatical for me from CPWest was one of my eye openers that got me out of NYC and Wall St and so, indirectly, I have them to thank for having enhanced my life by a few zillion percent.
Dad would be proud of you, young’un!
(Much older Dad and young G Soros were roommates, at times, as they scoured the world for new markets. Famously, that included Brezhnevian USSR in the early-mid 70s).
Quite separately, I rented my condo to the Soros’s for quite a long period when they were having their own unit, upstairs from me, renovated. That sabbatical for me from CPWest was one of my eye openers that got me out of NYC and Wall St and so, indirectly, I have them to thank for having enhanced my life by a few zillion percent.
Words of HABIT
Active Member
Why the free pass for Rivian? (I know, I know)
www.cnn.com
CNN Business article title: "Rivian lost $1.7 billion in three months. Here's why that may not be a problem"
"It's a measurement of nothing." James IP Womack, a fellow at the MIT Mobility initiative and author of a widely cited book on auto manufacturing.
"It's kind of amazing anybody can do this at all.""It's best at this stage to evaluate Rivian through its products, and how they make consumers feel."
In F'22 Q2 Rivian lost a whopping $1.7 billion. They reiterated their goal of producing 25,000 vehicles for all of 2022.
The article compares Rivian to Tesla. Tesla lost money during their ramp, sure, but is this a fair comparison? Let's take a closer look.
At Tesla's worst profit performance F'18 Q2 lost $717 million (Rivian's quarterly loss 2.3X higher than that of Tesla). Yet Tesla produced 254,530 vehicles for all of 2018 (10X more than Rivian hopes to achieve this year).
No panic now for Rivian due to their $15.5 billion war chest, however at this rate, when/if Rivian starts producing vehicles in the hundreds of thousands, they will truly be money furnaces and even $15.5 billion will not be enough. Rivian, Lucid and the majors are just beginning to go through the valley of death, the great abyss. This shows we can truly appreciate what Tesla has accomplished with incredible efficiencies. I wish all EV manufacturers the very best. Some will make it. Some will not. But come on James Womack, at least acknowledge that Rivian has a problem here.
The more articles I read, the more I want to invest in Tesla.
Rivian lost $1.7 billion in three months. Here's why that may not be a problem
Rivian lost a whopping $1.7 billion in the second three months of the year, but some auto industry experts say it's no cause for concern.
"It's a measurement of nothing." James IP Womack, a fellow at the MIT Mobility initiative and author of a widely cited book on auto manufacturing.
"It's kind of amazing anybody can do this at all.""It's best at this stage to evaluate Rivian through its products, and how they make consumers feel."
In F'22 Q2 Rivian lost a whopping $1.7 billion. They reiterated their goal of producing 25,000 vehicles for all of 2022.
The article compares Rivian to Tesla. Tesla lost money during their ramp, sure, but is this a fair comparison? Let's take a closer look.
At Tesla's worst profit performance F'18 Q2 lost $717 million (Rivian's quarterly loss 2.3X higher than that of Tesla). Yet Tesla produced 254,530 vehicles for all of 2018 (10X more than Rivian hopes to achieve this year).
No panic now for Rivian due to their $15.5 billion war chest, however at this rate, when/if Rivian starts producing vehicles in the hundreds of thousands, they will truly be money furnaces and even $15.5 billion will not be enough. Rivian, Lucid and the majors are just beginning to go through the valley of death, the great abyss. This shows we can truly appreciate what Tesla has accomplished with incredible efficiencies. I wish all EV manufacturers the very best. Some will make it. Some will not. But come on James Womack, at least acknowledge that Rivian has a problem here.
The more articles I read, the more I want to invest in Tesla.
Similar threads
- Locked
- Locked
- Locked
