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

[bkp_duke]

Wow. Just browsed my various EV news groups on Facebook. All those sneak leaked (or whatever they call them) images of the superchargers with the magic doc are on every Facebook EV group. People are over the top with excitement about being able to charge at Superchargers. Some of the Mach E dudes had planned on selling their cars to buy Teslas. Now they are hangin in their for awhile to see how fast the roll out goes. Personally I think it will take a couple years to roll out the magic doc thingy. But the word is out. Most are quoting the Inside EV link but there seems to be a few different stories out there.

I wonder if the other DCFC providers are concerned.

Slow roll, for many reasons.

 

[Nolimits]

No posts for 30 minutes in the middle of a day when the SP is up 8%?

Are we all just staring at the ticker?

It’s called disbelief.

 

[MikeC]

Musk testifying today: Musk tells jury buying Tesla at $420 a share was no joke

——

“But Musk said he fired off the tweets at issue after learning of a Financial Times story about a Saudi Arabian investment fund wanting to acquire a stake in Tesla.
"My concern was that if they knew all of this information, then they could also potentially know about the take-private," Musk said of the news report. Musk testified that Saudi Arabia's sovereign wealth fund was "unequivocally, without question" supportive of his project, adding that the head of the fund told him that the crown prince of Saudi Arabia was also on board.”

—-

So he was already working on taking TSLA private and only tweeted funding secured to stay ahead of the story?

That means he wasn’t avoiding a Saudi takeover as popularly theorized - he was actually actively working with the Saudis behind the scenes to go private.

What a bullet we dodged there. I wonder who leaked it to the press?

 

[SunCatcher]

Wow. Just browsed my various EV news groups on Facebook. All those sneak leaked (or whatever they call them) images of the superchargers with the magic doc are on every Facebook EV group. People are over the top with excitement about being able to charge at Superchargers. Some of the Mach E dudes had planned on selling their cars to buy Teslas. Now they are hangin in their for awhile to see how fast the roll out goes. Personally I think it will take a couple years to roll out the magic doc thingy. But the word is out. Most are quoting the Inside EV link but there seems to be a few different stories out there.

I wonder if the other DCFC providers are concerned.

I'm ok with sharing our Superchargers with other brand's Ev's. As long as their owners wear a dunce cap for the duration of their SC visit.

/s

 

[ElectricIAC]

I'm ok with sharing our Superchargers with other brand's Ev's. As long as their owners wear a dunce cap for the duration of their SC visit.

/s

View attachment 899028

And if they take it off they are immediately charged idle fees and get a one hour time out from plugging back in.

 

[Electroman]

Just charge three times as much and half the speed.

 

[Ogre]

It’s called disbelief.

Sad thing is how accurately that maps out the past year of investing in Tesla. This is a sucker’s rally…

 

[SunCatcher]

Just charge three times as much and half the speed.

Another reason for the dunce cap.

 

[bkp_duke]

Kia just leaked what is likely a first look at the 2024 EV9 specs, here’s what to expect

The highly anticipated 2024 Kia EV9 will debut this year with a bold design and a slew of innovative features....

electrek.co

If these specs and prices are true (summarized below), the EV9 is DoA in the USA. Very VERY limited sales compared to the Model Y, even though they aren't exactly in the same class.

 

[Ogre]

Just charge three times as much and half the speed.

No… I don’t want anyone’s charging slowed down. I might be waiting for them to clear the charger.


Models of cars which have super-goofy charge locations should just not be permitted. No F*ing Taycans with their stupid center located charge ports. No vehicles with driver side front of vehicle charge ports either. And they shouldn’t open any locations which commonly have 100% utilization.

 

[MC3OZ]

Musk testifying today: Musk tells jury buying Tesla at $420 a share was no joke

——

“But Musk said he fired off the tweets at issue after learning of a Financial Times story about a Saudi Arabian investment fund wanting to acquire a stake in Tesla.
"My concern was that if they knew all of this information, then they could also potentially know about the take-private," Musk said of the news report. Musk testified that Saudi Arabia's sovereign wealth fund was "unequivocally, without question" supportive of his project, adding that the head of the fund told him that the crown prince of Saudi Arabia was also on board.”

—-

So he was already working on taking TSLA private and only tweeted funding secured to stay ahead of the story?

That means he wasn’t avoiding a Saudi takeover as popularly theorized - he was actually actively working with the Saudis behind the scenes to go private.

What a bullet we dodged there. I wonder who leaked it to the press?

I think we can assume the Saudis would have handled Tesla similar to how they are handling Lucid.

The worst part is they would have wanted a factory in their country and perhaps some input into the types of models made, and other decisions.
So Saudi involvement may have pushed Tesla in some sub-optimal directions, and would have squeezed out retail investors.

It will be interesting if Elon explains why he wanted to go private, frustration with the SEC, Wall Street and short sellers would have probably been part of it.

 

[ElectricIAC]

No… I don’t want anyone’s charging slowed down. I might be waiting for them to clear the charger.


Models of cars which have super-goofy charge locations should just not be permitted. No F*ing Taycans with their stupid center located charge ports. No vehicles with driver side front of vehicle charge ports either. And they shouldn’t open any locations which commonly have 100% utilization.

I just don’t want Bolts and BZ4X tying up our chargers with their trash charging curve.

 

[Electroman]

No vehicles with driver side front of vehicle charge ports eithe

What’s wrong with that?

 

[Zero CO2]

While he definitely has his own agenda, so do you. So does everyone. But im fairly certain the agenda requires the stock to go up. His not trying to shake any longs out. Not to mention those weak longs may also be part of his fund. What his saying is also meant to give his fund holders some perspective on what's happening to their largest position.

His fund is down like 30-40%, if it drops anymore this year his probably going to get shaken out himself.

The way I see it is just his commenting and using the platforms given to him to gain some fame and free advertising for his fund. You know his name don't you? So it's working.

I guess you have helped me understand my agenda for this post ... I would not vote for Gerber or Black( I know he has not put his hat in the ring ) , or any other fund manager as a representative to retail investors .... if Tesla was to invite a retail investor to the Board it should be an individual retail investor with no conflicts of interest.

When your fund is down 40% for 2022, the last thing you wanna do is to "shake out weak longs."

true ... so he is just a dumb a@# since he started his negative narratives months ago when the stock was trading the $250's or even higher

 

[navguy12]

There is no reason why it should because you are right it's just squiggly lines. In a casino it's no more effective than watching the patterns in baccarat and trying to figure out the pattern on the sheet.

From a purely logical point of view. The reason why it works is because enough people believe it works. Unlike the casino example (Where it's just random), if enough traders and algorithms actually trade on these technical signs, then they have the ability to move the stock. Which is probably why technicals work during times of noise (No earnings or news, moves with macro or starts doing it's own thing) and break down when actual news comes out.

For some strange reason, Schrödinger’s cat comes to mind.

 

[steve3]

What’s wrong with that?

They’ll plug in using the wrong port, disabling any Tesla from backing in next to it and using that port to charge.

 

[navguy12]

Nice, but are there better sourced links anywhere? I hate to be touting "facts," compelling though they may be, without more substance than a random Tweet . . . .

Even Elon got in trouble for this (re: Pelosi's husband's attack).

Hopefully someone with more thorough knowledge here will back up this interesting information? It would be great if it was true, but I suspect we would have heard of this long ago if it was truly the case.

Here you go, and Elon is quoted to boot:

 

[navguy12]

I was always looking for an answer for the old “where is all the energy for all those EVs going to come from"? If these numbers are correct, it comes from the savings of NOT producing the energy-equivalent amount of gasoline.

I’m sure some in depth review of how much electricity is produced and consumed (gWh per one million residents) in places like Texas and Alberta versus other jurisdictions may shed some light.

FWIW, Ontario has 3.5 times the population of Alberta but only has the ability to generate 2.4 times the electricity that Alberta does. And most of the Ontario population lives in domiciles that have central air conditioning.

 

[Beltsbear]

Here you go, and Elon is quoted to boot:

Good video. It needs to be spread to more people though most of us here have known that a model 3 can travel 20-30 miles on just the electricity used to refine a single gallon of gas.

 

[Singuy]

I guess you have helped me understand my agenda for this post ... I would not vote for Gerber or Black( I know he has not put his hat in the ring ) , or any other fund manager as a representative to retail investors .... if Tesla was to invite a retail investor to the Board it should be an individual retail investor with no conflicts of interest.

true ... so he is just a dumb a@# since he started his negative narratives months ago when the stock was trading the $250's or even higher

You think what he said has anything to do with the stock going up or down? I think his balance approach proves that he is not sleeping at the wheel while some bulls are permabulls no matter what with rose colored glasses. Gary was predicting bearish weather ahead, signaling to his clients that a down turn in the stock is expected which means if the stock actually turns bearish, he was anticipating it and no one should panic. This gives him more credibility, not less.