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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Edward Jones just changed their rating of TSLA to BUY from hold, adding to Focus List.
EJ started to cover TSLA in Jan 2021 with a hold rating.
They didn't cover TSLA prior to that due to:
"Count Kate Warne, an Investment Strategist at Edward Jones, among the skeptics, at least for now. “We don’t follow Tesla. But part of the reason is, their debt’s junk-rated. We wouldn’t look at it until it becomes an investment grade. In general with companies, we’d look at the credit rating before we even look at other characteristics." - Quote from Jan 2019
Once the Q4 filings are in, hope Tesla get a re-rating from Moody's.
Sources: 2023 2021 2019
EJ started to cover TSLA in Jan 2021 with a hold rating.
They didn't cover TSLA prior to that due to:
"Count Kate Warne, an Investment Strategist at Edward Jones, among the skeptics, at least for now. “We don’t follow Tesla. But part of the reason is, their debt’s junk-rated. We wouldn’t look at it until it becomes an investment grade. In general with companies, we’d look at the credit rating before we even look at other characteristics." - Quote from Jan 2019
Once the Q4 filings are in, hope Tesla get a re-rating from Moody's.
Sources: 2023 2021 2019
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Artful Dodger
"Neko no me"
Zounds! That's 51M shares in a single dark pool trade? Bill Gates covering?
...because pictures of text AREN'T searchable on TMC. Even if they're really important.
#KEYWORDS
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Everyone wants the Govt $$
Artful Dodger
"Neko no me"
Superchargers are built at Giga New York.
Yeah Model Y inventory appears to be growing rapidly, it was near 0 vehicles available in the US at the end of the year IIRC and now EV-CPO is showing over 500 new
Model 3 inventory is staying low
The manual says “Install the battery in a sheltered place or install an awning over it to avoid direct sunlight or rain”. Followed with an image showing a cross over an unprotected battery and and check mark over battery under an awning.
I agree that it’s a good idea to install it in a sheltered place, I just don’t have such place available, hence my focus on outdoor features.
Before I read the manual I already questioned the appropriateness of the design for outdoor use: it‘s a set of modules placed on top of each other with a bunch of electrical connections from one module to another. Doesn’t look sealed against water leaks to me. Powerwall looks nicely sealed though.
I got into the habit of reading manuals before I buy anything after having bought too much things that turned out not to be able to do what I bought it for. People think I’m crazy that I do that, but it gives me peace of mind.
So I also found out that the product only supports a TOU mode with fixed time windows for each tariff, and not the hourly changing spot market electricity pricing that I want to take advantage of. Although all hardware to enable that is there, that feature could potentially come with a software upgrade. I’m confident that if it was a Tesla product it would get such an update, with Huawei I’m not so sure. (My wife had a Huawei phone once, suffice it to say that we never bought another one).
The manual also contains a warning that the battery should be placed outside of the reach of children, and that it shouldn’t be placed where it can be easily touched because it can get hot during operation. Contrast this with the Tesla Powerwall site that says that the powerwall is pet- and child friendly without visible cables or hot ventilation vents.
All this just to say that there’s more than price/kWh storage that counts. Some people will appreciate the low price/kWh of the Chinese product, others will value the design features of the powerwall beyond just the price/kWh. I wouldn’t count Tesla out in this market, not in residential nor in the utility market.
petit_bateau
Active Member
Why did the manips allow or cause the alternative uptick rule to be triggered on Tuesday? Presumably the scary, scary drama is helpful to their ends. But maybe it also gives them a feel for how close the bottom might be.
How do they back out of their overall short positions ahead of retail shorts? Is it just that they have to move faster as in devil take the hindmost? Or, perhaps there are mechanisms that give them quicker access to the exits—perhaps that dark pool buy mentioned above was one such. Given such mechanisms, they might feel more comfortable tip toeing closer to the brink.
Seems like the main stream media (MSM) find Twitter under Elon a threat so they are going after him and Tesla with a vengeance. Folks have also long been admonished not to fight city hall. Elon is disrupting plenty of industries. The manips may have gotten more of a maelstrom of FUD than usual for their nickel and perhaps they’ve started believe it themselves.
Presumably that is not quite as effective as just buying shares or even, perhaps, just holding.
People have complained for a long time that Elon should do something about the FUD. Seems to me he is doing just that in a first principles way. He is digging at the roots of one influential source and indirectly creating pressure on the MSM.
Me? I'm the superhero who invested in TSLA before Covid was a thing. That's who!
EVNow
Well-Known Member
Except other OEMs don't have this issue. I'll post more details later ... But what is happening sees clear to me.
Like in any recession, Chinese consumers are switching to lower priced cars from BYD.
Tesla needs lower priced models / trims. Tesla is absolutely in a unique place in China - high volume &high price. See Tesla Daily from a few days ago where he showed the graph of volume vs price for various models.
Artful Dodger
"Neko no me"
*Walter Bloomberg on Twitter: "MERCEDES-BENZ TO LAUNCH GLOBAL BRANDED HIGH-POWER CHARGING NETWORK, STARTING IN NORTH AMERICA" / Twitter
Finally, VW will have somebody to show them how to do charging right in N. America. /s
Too bad they have no native competence with utility scale power electronics (obviously just chasing those sweet IRA charging bux).
More info: Mercedes launching new EV charging network; to kick off in North America this year
Partnering with Chargepoint (so they might actually work, unlike EA).
2,500 stalls at 400 sites within 4 years. So about 6 stalls per site on average. versus Tesla's (US numbers only): 17,400 stalls at 1630 sites (10 stalls/site).
The way the industry is going, EV chargers are going to be as stupid as consumer electronics chargers - pretty much every single product has its own charger that isn't compatible with other products.
Not in Europe. CCS2 everywhere.
Mostly it’s going to be like smartphones were 5 years ago where Apple had the plug that worked well and the rest of the industry had a standard (micro-USB) that sucked. USB-C seems to be bringing everything together nicely at this point on that side of the world (and most consumer electronics).
Since there isn’t a DC fast charger equivalent of USB-C, hopefully other vendors will get some sense and switch to Tesla’s standard because the idea of switching to CCS is kind of gross and CCS doesn’t seem to support a path to 500kW+ charging speeds we’ll need.
Sorry if already posted, but here are a couple articles about the Boring Company's Las Vegas tunnels. CES is taking place there now so it is in high use.
-Seems the Gizmodo writer was trying hard to knock the idea, but could not find much to complain about other than it was somewhat boring.
www.gizmodo.com.au
-Short article with nothing new; positive overall.
-Seems the Gizmodo writer was trying hard to knock the idea, but could not find much to complain about other than it was somewhat boring.
I Went Down Elon’s Hole
Elon Musk’s other, other company built a tunnel under Las Vegas with three stations. I went down the LVCC Loop so you don't have to.
www.gizmodo.com.au
-Short article with nothing new; positive overall.
Tesla rides in the longer Vegas Loop make for colorful transportation
Dozens of people were waiting in line at the Vegas Loop station Wednesday afternoon, hoping to hop into a Tesla car to travel across the CES center.
koreajoongangdaily.joins.com
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