Yes, it's weird. I get emails saying that September 1st was the change over day, but on the TDA account it says March 24th 2024.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Todd Burch
14-Year Member
For what it’s worth, my Model X order (placed Sep 3) was showing Sep-Oct delivery. Yesterday it changed to Oct-Nov, and I’m hearing similar anecdotes from others.
I suspect we may see an increase again in S/X prices within a few weeks, particularly as delivery dates are now starting to get close to the end-of-year deadline.
I suspect we may see an increase again in S/X prices within a few weeks, particularly as delivery dates are now starting to get close to the end-of-year deadline.
MountainRatMat
Member
Pretty sure it was 60 but to his credit that was pre-pre-split so today that would be 900 shares which is worth $225k. Not too shabby for money he made walking dogs (yes, Gali posted on Twitter/X that he was walking dogs to get extra cash to buy $TSLA)I think the best was when he went on CNBC and debated against Toilet boy. They asked Gali how many shares he owned and he said something like >100.
mltv
Member
Not sure if it posted already
finance.yahoo.com
Hilton partners with Tesla to install 20K chargers across network
Hilton (HLT) announced a partnership with Tesla (TSLA) to install over 20,000 chargers at select Hilton hotels. Yahoo Finance's Josh Schafer, Brooke DiPalma, and Alexandra Canal break down the latest news and the outlook for Tesla and Hilton.
Yeah, and I understand there’s a sizable electric vehicle factory there, too.
I don't think Tesla is slow walking the Mexico factory, but I can definitely see a case for sorting out the battery supply before building the factory.
Some of the Lithium supply might be dependent on the Corpus Christi refinery.
Aside from raw materials, 4680 production equipment, engineers to install the equipment and train the local staff are possible constraints.
Resources might be being juggled, considering there are 4680 ramps in progress, or planned, for Austin, Berlin and Sparks.
It does take time to do the earthworks and build the building, IMO if Tesla could start on that now they probably would, I expect construction to start before the end of the year, I don't know if winter in Mexico would impact on the construction schedule, but I suspect it may be a good time to do construction.
I took a look at that and where the numbers came from. The intent is to recover lost gasoline tax revenue. I get that. The methodology is lazy however, as $200 is just derived from state average gas milage and average annual miles driven. Unfortunately, there’s no good way I know of to ascertain actual miles driven for a more fair assessment (Texas is abolishing annual vehicle inspections, which could have supplied that info.)
As EVs displace ICE, this will happen by default.
Good grief indeed. Trudell is quoting Matt Levine's Money Stuff newsletter here. That's it. It's a good newsletter that highlights unusual financial stuff every day. It's not "slagging Elon" and the "free speech" comment is just confusing.
My sales center in San Diego (Carlsbad) was also hopping yesterday. Lots of activity compared to the latest time I was there. Is that the same one you went to @bkp_duke ?
The option to block a YouTube channel will be a killer feature
.. Even if I click on “Don’t recommend this channel”, these buffoons still appear on search results. Worst offender of all is this Rosenfeld dude.. He’s so lazy AND scumbaggy that he doesn’t even bother changing the fake thumbnails or the fake titles! Did you know the secret is out and you don’t have to pay?
Not sure if it posted already
Hilton partners with Tesla to install 20K chargers across network
Hilton (HLT) announced a partnership with Tesla (TSLA) to install over 20,000 chargers at select Hilton hotels. Yahoo Finance's Josh Schafer, Brooke DiPalma, and Alexandra Canal break down the latest news and the outlook for Tesla and Hilton.
Key sentence begins:
That probably means they will use Tesla's billing. Tesla takes 1c/kWh, price is set by host. Plug-and-charge AC for Teslas, presumably using Tesla App for others. Universal Wall Connectors are $595.
Let me repeat that: plug-and-charge AC for Teslas. I hope adopting NACS will also allow plug-and-charge AC for other manufacturers and the industry can move to universal plug-and-charge.
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dhanson865
Well-Known Member
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dhanson865
Well-Known Member
It tells me I have 96.x% in an F stock and the rest in a D stock. I guess schwab thinks all tech stocks are crappy.
it's ok I'll get rid of the shares of that D rated stock and go all F rated at some point if they don't upgrade the rating on TSLA before I do that.
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In theory there shouldn't need to be a price drop on Megapack just because battery prices reduce. We saw that with vehicles in the pandemic where Tesla was able to extract extra margin. It's great that batteries are continuing to follow the cost decline curve and great for the mission that Tesla can lower megapack prices while maintaining margin but I'm cautious about linking the price drop to cogs rather than to wider market dynamics.According to this timestamped part of Randy Kirk/Brian White video, CATL have dropped battery prices by 19%. Explains the Megapack pricing being reduced.
I hadn't noticed this news, sorry if it's a repeat. Detail in the spoiler.
1:56
um I just saw a reporting this morning
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uh actually this morning this is
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actually probably Thursday but so that
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would have been Tuesday morning when
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we're recording this I saw a reporting
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today as we're recording this that said
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that catl dropped the price of the
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batteries by 19 plus percent
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Now remind me what's the biggest expense
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in any electric vehicle
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batteries maybe oh oh is it because I
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thought in the case of lucid it was
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Peter rawlinson's compensation package
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and yeah talk about oh God a third of a
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TR of a billion dollars how does he
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sleep at night I guess on a really good
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bed on a big pile of cash
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all right so if the catl if this is a
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good reporting and the reporting was the
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kind of reporting where the specificity
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made you believe it which made me why we
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shouldn't believe it but it makes sense
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the cost of lithium has just nosedive
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and lithium was a big part of the deal
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um so and and catl and it's clear that
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CA till has way that all of the battery
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manufacturers right now have more than
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enough capacity for the market so that
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would be another reason to drop price
View attachment 971750
China's power battery production lo...
China's power battery production loses momentum in Julywww.mysteel.net
UkNorthampton
TSLA - 12+ startups in 1
The video suggested that price changing clauses are common / definitely in Megapack contracts. I don't know, but that was the suggestion.
Buckminster
Well-Known Member
petit_bateau
Active Member
As a general rule it is unwise to tax safety-related purchases.Could add an approximate fuel surcharge by taxing tires. Folks getting 80K out of a set of tires are generally not as hard on the roads as those heavy ones getting 15K per set....just saying if you want to replace the fuel tax in a similar "per mile" fashion, electricity isn't ideal because it gets used on a LOT of non-vehicle applications. Tires, do roughly translate to per mile costs. Plus we could then collect taxes from ICEVs at the pump AND with tires
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It seems mainstream media struggles with the concept of brake vs break, however auto-obesity is spellable. The anti-EV FUDsters are big on saying that EVs cause more road damage than other vehicles due to heavier weights (something that is partially technically correct but very misleading due to the bloatware issues). Anyway Tesla would do well to explain that regenerative braking means less brake dust in the atmosphere. I'd also be interested to know to what extent it might lead to less tyre-wear due to smoother accelerations and decelerations as some folk seem to get very long ranges out of their tyres.
‘Autobesity’ on course to worsen air pollution caused by motoring
Trend for bigger, heavier cars means more particles get released from brakes, tyres and road surfaces
www.theguardian.com
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Here are the existing charger statistics for comparison so as to put the Hilton deal in perspective. It is quite material imho.
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I believe the Hilton deal is for Destination Chargers, not Superchargers?As a general rule it is unwise to tax safety-related purchases.
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It seems mainstream media struggles with the concept of brake vs break, however auto-obesity is spellable. The anti-EV FUDsters are big on saying that EVs cause more road damage than other vehicles due to heavier weights (something that is partially technically correct but very misleading due to the bloatware issues). Anyway Tesla would do well to explain that regenerative braking means less brake dust in the atmosphere. I'd also be interested to know to what extent it might lead to less tyre-wear due to smoother accelerations and decelerations as some folk seem to get very long ranges out of their tyres.
‘Autobesity’ on course to worsen air pollution caused by motoring
Trend for bigger, heavier cars means more particles get released from brakes, tyres and road surfaces
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Here are the existing charger statistics for comparison so as to put the Hilton deal in perspective. It is quite material imho.
View attachment 971910
View attachment 971908
In any case, when looking at the numbers above, it's also worth remembering that Teslas charge 2x faster now than then did in 2020, which effectively doubles the availability of stalls
Sort of. It won't displace the long term damage that's already been done by fossil fueled vehicles.
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