Krugerrand
Meow
Come on now. We all know production is being reduced by 20% the last week of December.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I thought it was being reduced 20% the whole month of December, plus they are shuttering the factory between Christmas and Presidents day.
Isn't this why Zhu is in Texas? They are pulling the plug on Shanghai and need to find some make-work for him?
/s
Pretty cool! Go Belgium! Europe seems more ecologically enlightened than most of the US. Would love to see systems like this with solar panels and other renewable energy sources deployed in Puerto Rico so they wouldn't suffer as much from the next big storm:
Tesla on LinkedIn: Tesla Megapack | Lessines, Belgium | 65 comments
With 50 MW of power and 100 MWh energy capacity, 40 Megapacks balance the grid in Lessines, Belgium — making it the biggest operating energy storage system in… | 65 comments on LinkedInwww.linkedin.com
I passed the 196 MWh Creyke Beck battery on the train yesterday. Although switched on they are still doing work there, it was very foggy (100m or less visibility) so I could not see all the site, or the substation.
(old story from 22 Nov) Europe's largest battery storage system switched on early in East Yorkshire
As a child we lived just over a mile away, there was a walk that used public footpaths across the fields to the Creyke Beck substation, then across the railway line and back down a country lane (now much more built up).
The other silver lining is that this is probably just a US thing. The rest of the world doesn’t care. In 3 weeks the USA introduces incentives that are massively helpful for EV penetration, and even more massively helpful for Tesla financially. If US car buyers massively decide that their next car is going to be an EV, which company is going to be able to produce those cars en masse?
Krugerrand
Meow
Back of the envelope calculation: if they charge those batteries this night around 3AM (280 euro/MWh), and sell that around 5Pm (660 euro/MWh), that’s 38K profit in half a day.Pretty cool! Go Belgium! Europe seems more ecologically enlightened than most of the US. Would love to see systems like this with solar panels and other renewable energy sources deployed in Puerto Rico so they wouldn't suffer as much from the next big storm:
Tesla on LinkedIn: Tesla Megapack | Lessines, Belgium | 65 comments
With 50 MW of power and 100 MWh energy capacity, 40 Megapacks balance the grid in Lessines, Belgium — making it the biggest operating energy storage system in… | 65 comments on LinkedIn
I think that this is a pretty big hint that the NPV of Tesla (due to its future FCF) is much larger than the company value (market cap + debt - cash)
To me it would make more sense to have the "heir apparent" take a COO role under Musk for a few years, that in itself would bolster sentiment - we've been asking for a COO for year now, kinda happened with Jerome, but not reallyI'm going to go on the record and say there is more credibility to the Tom Zhu rumors than I think most here believe. A few reasons why, in no particular order
I think we will see Elon step back from CEO, keeping some direct reports focusing on product development/FSD/Optimus, and let Tom Zhu take over as the man to lead Tesla through this huge growth phase. Masterplan part III. Achieving very large scale.
- The article, obviously. Not that it had much credibility, but usually these things come from somewhere.
- Elon tweeting saying SpaceX & Tesla don't really need him because the teams are so good
- This phase of Tesla is all about executing on massive growth. The products are all there and designed. (4680s, Semi + CT ramping, Energy, Robotaxi/small car presumably ready). A scale/execution CEO would make a lot of sense.
- Elon has mentioned in the past he doesn't necessarily want the CEO role anyway
- Elon has a new toy (whether we like it or not) and says those types of issues are a number one priority.
- China is very important to Teslas future, and a CEO from Tesla China would be a great way of making that clear.
- Giga Shanghai has been a huge success, 'nuff said. Who thought in 2019 that it would be capable of 1M+ cars/year?
- It was mentioned that Elon had already named a potential successor to the board, who realistically would we think it is? Zach? Despite him having a cool name it just doesn't seem that compelling.
- Tesla China has (as I understand it) operated with a bit more autonomy, meaning Tom Zhu has run basically a smaller Tesla within Tesla. Of all Elon's reports, he stands out when looking at potential successors for that reason.
- Elon recently mentioning urgent matters with the board. (Okay realistically this could be literally anything)
- More that I have forgotten while typing this, just take my word for it
On the other hand, maybe I've just been thinking about this too long
Anyway, that's what I'd like to see - Musk needs to stay around as the visionary and talisman, but on a more ad-hoc basis
It's mainly a US thing, but media feast on anything Elon-related. It's a SEO thing and has been for years. Just look at the headlines where they put "Musk" or "Tesla" just to get clicks, even if it's not the subject.
This is now very handy because Elon feeds the machine himself with his frequent tweets, like Trump used to. Media love that.
And COVID being a global issue, everyone in the world has their own strong opinion, so it's a juicy subject.
I still don't think demand will be greatly affected, for now, but I don't discard the possibility of a substantial dent in the following months either, if he continues at this pace.
PS 30m later: for work I just had to edit a video from a 24/h news channel from the national public broadcasting company of Italy, and for the 2 minutes of the video - which is about an unrelated book - there was a writing on the screen that read:
"White House:«Musk attacks to Fauci are disgusting and unjustifiable»"
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And the discount rate is directly proportional to stupid twits
ThisStockGood
Still cruising my Model S 70 2015
Buckminster
Well-Known Member
UkNorthampton
TSLA - 12+ startups in 1
@Troy - I seem to remember you saying over 12,000 good, but can't find post/tweet - thoughts about 13,000? Implications?
Edit: I misremembered badly, @Troy said 16,000 expected. Credit: @saniflash
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I remember seeing over 16,000 as expected. Which I felt was really high lol.
I believe there was a domestic CN RORO loaded-up, so likely a lot of cars in-transit right now. 13k is still quite OK and not at all consistent with the demand-FUD that has been kicked-around in recent weeks
This is purely macro movements, Nothing to do with Elons antics. This is what I have been told. Don't dispute it.
ThisStockGood
Still cruising my Model S 70 2015
Sure, and Friday was the complete opposite… crazy world
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