nativewolf
Active Member
That is far better than having a professional PR dept. think of the costs to you the shareholders.Earnings Call you say, checks watch... oh yes, another 5 weeks of information vacuum and FUD running riot...
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That is far better than having a professional PR dept. think of the costs to you the shareholders.Earnings Call you say, checks watch... oh yes, another 5 weeks of information vacuum and FUD running riot...
It would be nice if Charlie Munger's recent admiration for Tesla/Elon, which coincides with TSLA's PE ratio approaching that of Berkshire Hathaway, would translate into a magnitude of share purchase of TSLA by BRK that coincides with that they did with AAPL years ago. Maybe an appreciation for the pricing power, growth potential and raw material acquisition foresight of the energy storage side of things will get them in the game.
What’s “full Greg mode” mean? Thanks!Uncle Leo goes full on Greg mode now. The recent decline really breaks him.
Do you think that would cost more than the -$300 from ATH or the daily 5% destruction of portfolio value?That is far better than having a professional PR dept. think of the costs to you the shareholders.
BYD’s recent 5-1 sales include a large # of hybrid sales too since China’s hybrid subsidies are supposed to be permanently expiring in 2022 (similar to in Europe due to the realization threat hybrids are slightly more efficient ICE cars in disguise). Most expect this to be the last hoorah for hybrids in China leading to EV-only subsidies moving forwards.True, but BYD has outsold Tesla almost 5-1 recently. That makes me wonder if there may be an issue and I don’t think it is wise to sweep any potential problems under the rug.
Depends how much the SEC fines them for pumping or dumping the stock (depending on the information released) and when they announce the investigation and suit.Do you think that would cost more than the -$300 from ATH or the daily 5% destruction of portfolio value?
It really won't be very long for this to turn around. Tesla will have record profits in Q4, continue its production expansion, continue 4680 expansion, announce a new Gigafactory, likely switch on energy storage (the market will love diversified income). I'd be amazed if we don't finish over $200 in CY23. That said, I have no ideal where the bottom will be - shorts, fud are piling in to push the price down to an insane low.So we are a broken stock now… how many years before we reclaim $200? $300?
One new strategy Tesla has at its disposal after increasing production efficiencies/capacity is to be able to have a new buffer zone (or elbow room) to be able to shut down the plant for longer (reducing overhead expenses) and yet being able to output still greater number of vehicles than at the previous production ceilings. This is almost like having the ability to freeze/stop timeWith the “we-dont-call-it-a-shutdown” shutdown confirmed by Tesla China for this last week of December, it appears the Reuters reports from earlier in December have on balance been proven out to be true.
Prediction made: Reuters reported a planned production slowdown in the several weeks leading up to Xmas, followed by a week long shutdown from xmas to new years.
What eventuated: At least one on the ground local source (WUWA) confirmed the production slowdown had taken place in the weeks leading up to xmas, and tesla itself has confirmed the now in place production halt.
We can of course debate the reasons behind the weeks of production slowdown and the production halt this December, but in future perhaps it is unwise for members here to swiftly call Reuters reports as bogus when they eventuate.
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When it comes to what actually happened - it will be valuable for us to hear from Tesla at earnings why these decisions were made. Most here assumed any temporary demand slump in china would not slow production as excess production capacity could all be directed to the export markets (especially with Tesla “unwinding the wave”), which has not happened to the extent we would have expected.
Carl Icahn could pull a big buy, he did it with apple and Netflix when they collapsed in the past.It really won't be very long for this to turn around. Tesla will have record profits in Q4, continue its production expansion, continue 4680 expansion, announce a new Gigafactory, likely switch on energy storage (the market will love diversified income). I'd be amazed if we don't finish over $200 in CY23. That said, I have no ideal where the bottom will be - shorts, fud are piling in to push the price down to an insane low.
As the market cap reduces it could be possible for some investors to take a meaningful stake in the company - Apple or Buffet could take 10% without much of an effort and move the company in ways that aren't necessarily in line with what Elon wants. Elon's ownership is down to 13%.
An unpredictable CEO doesn't seem like something that fits with BRK.It would be nice if Charlie Munger's recent admiration for Tesla/Elon, which coincides with TSLA's PE ratio approaching that of Berkshire Hathaway, would translate into a magnitude of share purchase of TSLA by BRK that coincides with that they did with AAPL years ago. Maybe an appreciation for the pricing power, growth potential and raw material acquisition foresight of the energy storage side of things will get them in the game.
You think Elon will become less controversial in a few months? Because the trend suggest otherwise. Or are you predicting a new CEO?They'll buy when the Tesla CEO is no longer controversial and SP is more attractive. Not now, but very possibly within the next few months.
WeBull says 4.23M, CNBS 9.1MDec 27, 2022 09:03 AM ET
Pre-Market Volume 8,787,814
An unpredictable CEO doesn't seem like something that fits with BRK.
You think Elon will become less controversial in a few months? Because the trend suggest otherwise. Or are you predicting a new CEO?
Elon's ownership is down to 13%.