Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[bkp_duke]

Okay

420 works for me!

 

[Cosmacelf]

Yes that is a great point. I'm not sure how we'll see the credit reported in the earnings nor the timeframe Tesla will receive them, but its certainly an upside we will eventually see in the fundamentals.

Regardless of when they get the cash [from the IRA production credits], the company should record it in Q1 as a receivable that directly impacts the P/L statement to the positive.

 

[Stretch2727]

I'm being given a 3rd chance to buy an new Model Y. After declining in the txt msg this week, they are reminding me of the new sale price to make sure... I can't handle this high pressure sales! /s

So I thought that sale was only in China, didn't know USA as well. My problem is it was a Y 5-seater with no tax discounts. Here's a nice summary if anyone didn't see it yet on Tesla sales page.

Spoiler: Fed Tax Credit Summary for Tesla 3/Y

View attachment 895245

Here's something I can't figure out, the price vs mile range between the 4680 and regular. Something tells me there more than what meets the eye here. Why would anyone get the shorter range for same or nearly the same price? Unless Tesla is building inventory for an announcement and these have hidden gems to be revealed? I'm guessing, but something's doesn't add up.

View attachment 895248

There are optional wheels on the lower range model so the base price might be different.

 

[Prunesquallor]

Lol, and we thought all the "Highlander" meant only one Megacasting. Who suspected it meant there can be only one Automaker (outside China)?

Cheers to the Longs!

The beheading scenes become particularly appropriate.

 

[Webeevdrivers]

May have just become less of a concern.

In what way?

 

[2daMoon]

Okay

So, a 420 High today?

It does seem overdue...

Edit: ninja'd by @bkp_duke

 

[Mengy]

Nice bounce happening...bet we end a certain color....think grass.

We've got a long way to go to see....grass...yet, but TSLA is performing better than I expected today. Maybe some institutional investors are actually thinking forward for a change?

 

[Artful Dodger]

This is far more than I expected after going over all the pricing changes.

I figured we’d see a $53790 +$1,200 destination MY SR.

This is what I expected. It's far easier to change pricing than to change the supply chain. Tesla would need to poof about 7K LFP batteries per week to build a Model Y SR+

YOU CANNOT just create that out of thin air. EVIDENCE? Ford, GM, Toyota...

 

[Zero CO2]

anyone with a brain is realizing this mornings dip is a great buying opportunity ... i am just ticked i have no dry powder left ...

 

[Prunesquallor]

Lobbyists this morning are like "oh, F###"

They must be sweating bullets when they do the new calculations and see the pile of money Tesla will be raking in.

Gerrymandering the IRA to exclude or limit Tesla payout will be getting more and more convoluted. I worry that an amendment will be adopted that goes back to the old sales limit caps.

 

[Prunesquallor]

In what way?

“Other manufacturers” will become endangered species.

 

[traxila]

anyone with a brain is realizing this mornings dip is a great buying opportunity ... i am just ticked i have no dry powder left ...

I admit my buy orders were lower and did not trigger.

Still PTSD from the daily ten point declines and 7 figure losses.

 

[Artful Dodger]

Musk is like, oh yea hold my beer....

SHORTSVILLE TIMES:​

Ford CEO: "We would rival Tesla right now if we were producing enough electric vehicles" | The Times of India (Feb 08, 2022)

Jim Farley: "I have an ANNOUNCEMENT. Who stole my beer?!" (Tonight at Happy Hour)

Jim Farley on Twitter: "Thanks Chris!" / Twitter (2020)

 

[zach_]

They must be sweating bullets when they do the new calculations a see the pile of money Tesla will be raking in.

Gerrymandering the IRA to exclude or limit Tesla payout will be getting more and more convoluted. I worry that an amendment will be adopted that goes back to the old sales limit caps.

I'm probably in the minority here but I don't see the IRS designations being aimed to hurt Tesla really at all. I mean they also kneecapped the Mach-E which is arguably the best (I know, I know) competitor to the Model Y in the US. Not only that but many EVs were excluded due to assembly requirements. If anything they threw Tesla a huge bone with software upgrades not counting towards the cap. I get it's frustrating though.

It is the Inflation Reduction Act after all.

 

[S3XY]

Teslabot mass production? Just a potentially silly guess, I have no idea. Does the article say what the jobs are (paywalled for me).

Edit: honestly, I am waiting for the day when we see a fully automated factory of Teslabots making more Teslabots….

That'll be the day I start shopping for a bomb shelter and non-perishable food rations. Unless I already have my own personal Teslabot security platoon.

 

[cusetownusa]

For those who wants the 7500 up front will lease. I do expect leasing to increase next year.

Can anyone point me somewhere for more information on leasing a Model Y to take advantage of the $7,500 rebate? Good chance we won't qualify due to income limits.

My wife, who insisted on buying a 3 row Telluride 2 years ago to carpool our kid's neighborhood friends, now wants a Model Y after I told her about the price drop. Turns out she loves my Y and can't stand the neighborhood kids.

Financially it doesn't make much sense to trade in her barely used car, however, if I could get an inventory vehicle and guarantee I get the $7,500 rebate, I would jump on it. That is too much of a deal to pass up.

 

[Artful Dodger]

I guess this is when the IRS reverses course on the ruling about SUVs

Now suddenly “Car SUVs” will qualify so the Cady and the Mach-E can compete.

TMC: Come for the analysis, stay for the cat memes.

'He who controls the memes of production controls the Universe'. Anybody?

Bueller?

 

[Cosmacelf]

Other OEMs getting it in the shorts too, while TSLA is starting to rise.

 

[Beltsbear]

I'm being given a 3rd chance to buy an new Model Y. After declining in the txt msg this week, they are reminding me of the new sale price to make sure... I can't handle this high pressure sales! /s

So I thought that sale was only in China, didn't know USA as well. My problem is it was a Y 5-seater with no tax discounts. Here's a nice summary if anyone didn't see it yet on Tesla sales page.

Spoiler: Fed Tax Credit Summary for Tesla 3/Y

View attachment 895245

Here's something I can't figure out, the price vs mile range between the 4680 and regular. Something tells me there more than what meets the eye here. Why would anyone get the shorter range for same or nearly the same price? Unless Tesla is building inventory for an announcement and these have hidden gems to be revealed? I'm guessing, but something's doesn't add up.

View attachment 895248

There is a $1000 difference due to the 20" induction wheels, but I do think the 269 mile range car is a bad deal and would go for the 330 mile range car myself. Maybe they should drop another $1000 off the 269 mile version? One note... the odds that the 269 mile version is eligible for $7500 are higher than then 330 mile range version after Q1. And if you are in the market for a 3 SR, you should be buying this in Q1, as the $7500 credit may not be there at all, or be half in Q2.

 

[H Mak]

"Competition is was coming"

As of today, Tesla killer took on a different meaning