V 11 confirmed going to Beta testers for thanksgiving
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
bkp_duke
Well-Known Member
Problem is that Fitch doesn't rate Telsa. So the trifecta argument doesn't apply in this specific instance.
And my "tin hat" is based upon the collusion of these two institutions with the various Wall St firms during the 2008 financial crisis and how they rated the absolute *sugar* debt instruments those companies were pushing as AAA.
How the sausage is made?
I did not know that about Fitch; I’m happy to take your word for it. That being the case, your assertion that 2 ratings are needed is even more suspect, in that it means an investment management firm is hamstringing itself by demanding such a gloves & suspenders set of criteria. It MIGHT exist, but would be crafted , in my belief, solely for the most risk averse clientele - a minuscule set.
Yes. Elon's next step is to buy North Korea.
Buckminster
Well-Known Member
@TrendTrader007 is back in the house yo. He has had a chequered history but he influenced me back in the day.
Looks like he has left Twitter. Don't scare him away.
Looks like he has left Twitter. Don't scare him away.
South Korea makes a lot of sense with 20/20 hindsight. They have LG doing batteries in volume. They have Samsung making components for HW3(maybe not HW4), Dojo etc. They have a rather large Automotive industry with talent(like Germany), they have a lot of manufacturing skill etc. They have a rather large domestic market, but so far not very high EV penetration, but still one of the largest markets:Giga Seoul?
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Elon Musk names S. Korea among top candidates for EV investment - Yoon's office
Tesla chief executive Elon Musk said on Wednesday that South Korea was among its top candidate locations for a factory it plans to build in Asia for making electric vehicles (EVs), according to South Korea's presidential office.www.reuters.com
Their population is hardworking and so far limited to compete for the prestigious jobs at the big giants. I recommend this video to see how messed up the incumbents are:
I guess Japan is also a competitor for factory for some of the same reasons. But their governments is very protective of their petroleum industry thinking that hydrogen will save them somehow. We all know how wrong they are on this, but don't expect much support from their government...
If they do the factory in South Korea, I would assume Incheon is the prime candidate. Big Auto Industry there, not to far from LG Chem factory in Ochong, near the population centre of Seoul and near ocean for shipping. Or Seoul, Elon seems to like to put the factories in big popular centres.
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ElectricIAC
Good-Natured Rascal
Could be a good backup in case Taiwan gets HK’d.
Buckminster
Well-Known Member
Not sure there has been enough hysteria about this tweet yet:
In next 24 hours or so we will get to see that V11 is truly getting there. We will then improve our probabilities that Elon's next trick or having V11 go live to all in NA this year will come true. This in turn will give us a better than evens chance that Zach will magically add $1+Bn to the bottom line in Q4.
What comes next:
In next 24 hours or so we will get to see that V11 is truly getting there. We will then improve our probabilities that Elon's next trick or having V11 go live to all in NA this year will come true. This in turn will give us a better than evens chance that Zach will magically add $1+Bn to the bottom line in Q4.
What comes next:
NK might be an interesting place for some StarLink tech to find some utility.
I used to be really excited for FSD updates, now I won’t get out of my chair to go drive or read release notes.
wide release = asset value increase would be nice, but is it one time only?
wide release = asset value increase would be nice, but is it one time only?
insaneoctane
Well-Known Member
Demand….Recession….
This seems to be the latest guess as to why Tesla is in the penalty box. And we really have been lately with red -5% days being common for TSLA alone. But, if you really are thinking that demand has softened...and your worried about what a recession might do to further soften our luxury car demand, look no further than this (outdated - sorry, but I couldn't find a newer one) chart:
Who has the room to adjust prices if demand does soften? I know we've become accustomed to these almost 30% margins, but rather than worry about Tesla's ability to maintain them, realize that in a recession, they also offer the flexibility to reduce pricing to maintain factories running at peak efficiency and continue to build out production capacity towards 50% growth all per the mission. Do you appreciate how easily Tesla can increase demand through relatively small reductions in pricing (among other incentives) if necessary? Tesla seems the most likely to refuse to slow down even with a possible recession because it's their mission and they have the manufacturing innovation and operating margins to navigate such headwinds. I honestly think that this is why Tesla leadership doesn't seem worried about demand.
This seems to be the latest guess as to why Tesla is in the penalty box. And we really have been lately with red -5% days being common for TSLA alone. But, if you really are thinking that demand has softened...and your worried about what a recession might do to further soften our luxury car demand, look no further than this (outdated - sorry, but I couldn't find a newer one) chart:
Who has the room to adjust prices if demand does soften? I know we've become accustomed to these almost 30% margins, but rather than worry about Tesla's ability to maintain them, realize that in a recession, they also offer the flexibility to reduce pricing to maintain factories running at peak efficiency and continue to build out production capacity towards 50% growth all per the mission. Do you appreciate how easily Tesla can increase demand through relatively small reductions in pricing (among other incentives) if necessary? Tesla seems the most likely to refuse to slow down even with a possible recession because it's their mission and they have the manufacturing innovation and operating margins to navigate such headwinds. I honestly think that this is why Tesla leadership doesn't seem worried about demand.
I agree. And this ultra conservative group of equity investors would be more likely than most to be public institutions or quasi- public institutions (municipalities, university endowment funds, pension funds, etc). In that case at least some of them would publish their investment criteria publicly.
Given the level of research members on this board do and yet have not found any examples of this elusive breed it is difficult to believe they exist.
Todd Burch
14-Year Member
While it’s a one time revenue booking, it also means customers are more likely to order it if they don’t have to deal with safety scores and beta programs—so it should lead to higher GMs on average.
I think this is talking more about value of the existing fleet, which probably means a significant increase of FSD pricing.
But Elon usually give heads up before FSD pricing goes up, but not this time given numerous opportunities too do so. Which leads me to believe this time they are going to remove the one-time FSD purchase option and go subscription only(and hike subscription prices significantly, in turn increasing value of existing cars with FSD package).
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Paracelsus
Active Member
Part 5 of Tony Seba’s ‘The Great Transformation’ is out this morning. Its title is ‘Implications’. It is an 8 minute deeper dive into the impacts of building a new Energy (solar, wind, batteries), Transportation (electric vehicles), & Food (Precision Fermentation & Cell Ag) Infrastructure.
Tony always has a jewel of a mic-drop comment in the middle of his presentations that he should probably save for the end, but he is so excited to share this information. This presentation was no exception, and the concept is powerful:
“Poverty will be a social choice”
Tony always has a jewel of a mic-drop comment in the middle of his presentations that he should probably save for the end, but he is so excited to share this information. This presentation was no exception, and the concept is powerful:
“Poverty will be a social choice”
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It is Premarket but Premarket stock price is above max pain, 173 vs MP at 172.5 right now.
MartinAustin
Active Member
I don't have the actual note (probably can be found on Twitter if you are brave) but Jonas points out that "Despite challenges including decelerating demand and price cuts in China, Tesla is the only electric vehicle maker covered by Morgan Stanley that generates a profit on the sale of its cars."
www.yahoo.com
I still don't understand how this isn't brought up more often. Who cares about specs, or battery tech or any of the crap others claim they have when they can't build at a profit?
Tesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says
(Bloomberg) -- After losing nearly $300 billion in market value in two months, a growing chorus of Tesla Inc. analysts say the share-price decline has gone far enough.Most Read from BloombergViolent Protests Erupt at Apple’s Main iPhone Plant in ChinaElizabeth Holmes Judge Proposes Texas Prison...
I still don't understand how this isn't brought up more often. Who cares about specs, or battery tech or any of the crap others claim they have when they can't build at a profit?
Knightshade
Well-Known Member
Were you around for the dot com boom and bust? It was littered with market darlings who lost $ on everything but planned to eventually make it up in volume.
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