This is an interesting point. Haven't thought through the dynamics of how it would actually play out, but would seem to make sense at first glance that driving the ICE auto industry downmarket where it can escape direct price competition from EVs will favor small-engined ICE and displace the production of the largest gas-guzzlers first. EV is definitely the cheapest way to develop large amounts of power and for a while at least ICE and gasoline would appear to be cheapest way in absolute terms to make an affordable and fully functional car.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
This is an interesting point. Haven't thought through the dynamics of how it would actually play out, but would seem to make sense at first glance that driving the ICE auto industry downmarket where it can escape direct price competition from EVs will favor small-engined ICE and displace the production of the largest gas-guzzlers first. EV is definitely the cheapest way to develop large amounts of power and for a while at least ICE and gasoline would appear to be cheapest way in absolute terms to make an affordable and fully functional car.
Is it just me or has this thread become unreadable?
Listening to Goshn speak recently was an interesting experience. His concept for electrification revolves around government action to force electrification on all existing auto industry players simultaneously (moving the goalposts of the global entrenched auto industry competition in lock-step in a game of musical chairs where everyone gets to keep their chair) whereby Nissan would be more ready for that than the next guy.
Of course the problem with that is that technology, Tesla and his customers won't wait for that to happen and hence his ICE vehicles and his industry will be exposed to direct competition from EVs which was clearly never part of his plan or world-view at all.
Here we go...the game has started.
Meet the first person in the queue for a Tesla Model 3 in Australia
Meet the first person in the queue for a Tesla Model 3 in Australia
FredTMC
Model S VIN #4925
Indeed.
I would be very happy to read interesting stuff having to do with the short-term stock-price movement and not monster long discussion about general topics :-(
Like we had a few months ago.
After blocking a few members I find this thread OK.
Actually, I think a ton of posters here are not experts in business/financial/tech when they first came here. I know for sure I'm not one. What has made TMC a great resource for Tesla owners, fans, and TSLA investors is people are sharing either actual news or articulated ideas based on recent news or publicly known facts. And the purpose of this specific thread, as it's title says, is for short-term TSLA price movements. IMO, none of us will find it annoying if from time to time if the discussion in this thread stretched a little off topic (news on Gigafactory and other stuff that are not strictly short-term, or global equity turmoil/plunging oil that are not super strictly TSLA price movement). However, these excursions have been short. What I personally feel frustrated regarding to this thread is recently 80%+ of the words are not related to the purpose of this thread at all. In fact, I have to ignore a few people to make this thread readable for me.
With all due respect, I recommend you start threads outside this one for your mostly speculative ideas like you did for the "buy a model 3, get a powerwall free" one.
CyberDutchie
Active Member
Morgan Stanley's Adam Jonas weighing in ahead of Model 3 launch: argues that the Model 3 launch follows more the traditional automotive model (speeds and feats) versus being truly disruptive. According to him, the role of Tesla in a future of transportation-as-a-service enabled by autonomous driving capabilities remains to be seen, as new players (Apple, Google) and even existing ones (e.g. Mercedes Benz) are all eyeing to create that future.
"The world awaits details of style, features, performance and pricing of Tesla’s most affordable model. But we think the significance of the Model 3 will ultimately prove out in how the machine fits into an emerging shared, autonomous public transport ecosystem."
Price target unchanged at $333 in this research note. He is clearly waiting for Tesla to make a public statement about adapting a mobility-as-a-service business model. Until then don't expect a raise in target price. So far Elon Musk has had "no comment" to Jonas' probing questions on that topic.
"The world awaits details of style, features, performance and pricing of Tesla’s most affordable model. But we think the significance of the Model 3 will ultimately prove out in how the machine fits into an emerging shared, autonomous public transport ecosystem."
Price target unchanged at $333 in this research note. He is clearly waiting for Tesla to make a public statement about adapting a mobility-as-a-service business model. Until then don't expect a raise in target price. So far Elon Musk has had "no comment" to Jonas' probing questions on that topic.
ev-enthusiast
Active Member
Found this here, does anybody think this is of significance?
Honestly I have the impression amount is too small to have any impact.
Empire Capital Management L.l.c. adds Tesla Motors Inc (TSLA) to its portfolio – Los Angeles Mirror
BTW I would appreciate a more focused conversation about short term SP movements in this thread.
Honestly I have the impression amount is too small to have any impact.
Empire Capital Management L.l.c. adds Tesla Motors Inc (TSLA) to its portfolio – Los Angeles Mirror
BTW I would appreciate a more focused conversation about short term SP movements in this thread.
Causalien
Prime 8 ball Oracle
Experts in California marriage law.
What will happen to Stocks during a divorce? Will it be frozen? Will it be assigned to the spouse?
Apparently Musk's second marriage with Talulah had no prenup.
What will happen to Stocks during a divorce? Will it be frozen? Will it be assigned to the spouse?
Apparently Musk's second marriage with Talulah had no prenup.
RobStark
Well-Known Member
This is speculation. Her divorce petition cites no pre-nuptial agreement but that does not mean there is not one.
I can't believe Musk would be that stupid but I guess he could have had a moment of romantic insanity.
She would be entitled to half the assets he accumulated during the marriage including half the stock appreciation.
Would be great if a lawyer could chime in, but I'm pretty sure all of Elon's shares are held in trust, which may protect them in event of divorce.
Last edited:
chickensevil
Active Member
I'm not lawyer, but having recently sifted through all the paperwork relating to stock acquisition and execution they were all either bought by the trust directly or moved into the trust later. The trust also probably makes it easier to turn over to the kids should something happen to Elon and allow them to activate it when they get older.
In any case after everything he went through with Justine, and he was originally reluctant to get a prenup with her, I wouldn't imagine he would make that mistake having already nearly avoided it once before.
Tomorrow we should have some reports about queue length around the world. Probably won't move the stock one way or another. I think the market will wait until real numbers are presented by Tesla.
Short queues means the advantage of doing in-store reservation is low which means fewer in-store reservations and vice versa. I think in-store reservations will turn out to not be Appleesque or even close to it but online reservations after the reveal will be great.
Short queues means the advantage of doing in-store reservation is low which means fewer in-store reservations and vice versa. I think in-store reservations will turn out to not be Appleesque or even close to it but online reservations after the reveal will be great.
Last edited:
Runarbt
Active Member
The article mentiones prenup from the previous marriage between them, there is no mentioning of the prenup for the second marriage in the article.
jhm
Well-Known Member
Thanks. One way to think about this is to subvert the compliance game. Automaker build two kinds of vehicle those that are profitable but require regulatory credits and those that generate regulatory credits. There is an implicit subsidization going on. As long as all automakers are playing the same game they all can make money. Specifically what disrupts this is a compelling EV that competes with a high profit car. This is precisely the kind of EV that the automakers want to make dead last. Turning a Versa into a Leaf has minimal impact on profit margins but generates incremental regulatory credits so Nissan can sell more Titans. Unwittingly every Leaf buyer is enabling gas guzzlers to stay in the market. So Tesla is in a unique position to throw a wrench into this. They can slaughter the cash cows with impunity. The flip side of this is to suppose Tesla were to compete directly with the Leafs of the world. What would this accomplish? They could generate lots of regulatory credits and sell them to competitors who will simply find this a cheaper way to satisfy the regulatory burden. In this way, Tesla would be coopted to preserving the status quo. They would probably get less grief, but they would have little impact. So the path of greatest impact is to compete head to head with vehicles that require the most regulatory credits to stay on the market. This breaks down the cross subsidization scheme, and it is also where Tesla will be able to earn the highest profit margins. They compete with products that have regulatory deficits offering products with a regulatory surplus. It is a form of regulatory arbitrage which will fuel their growth, until the industry stops playing the regulatory game they've been playing.
Last edited:
Thank you for sharing this. If my recollection is correct, in his original "shared mobility" report in which he assigned $450 PT, AJ speculated that a reveal of Tesla's approach to this speculated by AJ part of the business will happen at the time of unveiling of the Model 3, which in his opinion ostensibly would have to have the variant designed for Tesla's shared mobility business.
I am wondering if Elon's musings about how much to reveal at the Model 3 event has to do with shared mobility, rather then unrelated certain features of Model 3. If they are considering pursuing the shared mobility business in a way AJ envisions at all, it would be inconceivable for them to NOT have a variant of Model 3 designed specifically for this business. The question is whether they will choose to talk about this during or shortly after the event. If they do, it would be something that is not widely expected and could have some profound impact on SP (as well as gratification of AJ's ego...)
+1
95% of the posts are off topic to short term traders, this thread has been hijacked by a small group with their ramblings.
- Status
Similar threads
- Locked
