Buckminster
Well-Known Member
My heart bleeds for y'all who can actually buy MYs - regardless of the wait...
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That ability to tell a factory process from a foundation or just poles in the ground is a unique skill set. I never paid much attention, but this one might be special if it's for the batteries out of Berlin.Another excellent video from The Limiting Factor, giving an overview of the Berlin battery cell production building and the likely timelines:
At the end he questions whether the Austin north west corner section rumoured to be for battery cells is correct. Based on my review of the Berlin plans and watching the foundations for Austin, I would say that the north west corner of Austin is definitely for battery cell production.
While I agree that the markets for ICE passenger vehicles and perhaps that for all ICE road vehicles will likely have imploded before 2035 and therefore bans are not truly necessary, I still think there is some value to such bans.I think that's a massive mistake. It is too late for an ICE ban in Europe. 2035 is not going to make a difference. The conversion will have occurred before. Already today there are a million car related conspiracy theories that try to spin the obvious, clear and open failure of German car makers into a sinister game of politics "the EU is out to get German car makers, the EPA only fined VW on emission cheating as part of a war against German car makers, the Chinese only instate ICE regulations to kick-out the German car makers" etc. If the EU would ban ICE cars, the idiots feeing like victims (where quite frankly the German car industry had the best pre-conditions to be leading BEV making by far!) would be emboldened.
So personally I don't think an ICE ban by 2035 is going to make a difference and I would prefer if the EU does not institute an ICE ban.
Tesla has a fortress balance sheet now. A Moody's upgrade means very little. It would have been useful before Tesla became extremely cashflow positive and raised $10b last year.When might Moodys upgrade?
I watched the pikes peak video.
Tesla has a fortress balance sheet now. A Moody's upgrade means very little. It would have been useful before Tesla became extremely cashflow positive and raised $10b last year.
Cathy Wood will be on CNBC to discuss China this morning. No mention of Tesla At this time.
There was mention that the state of Alaska had padded their holdings with an additional 100,000 shares (up from 2k shares) and done well.
So did Cathie make her appearance on CNBC? Nothing on their Youtube ch. yet.
But... But .. no demand!Tesla (TSLA) leads 95% increase in electric car sales in the US
According to new registration data, Tesla (TSLA) is leading a 95% increase in electric car sales in the US. However,...electrek.co
TLDR; Electrek says Tesla is leading a 95% increase in EV sales in the US so far
"The top 10 best-selling EVs in the US from January to April 2021, according to registration data:
Tesla Model Y: 53,102
Tesla Model 3: 35,468
- Chevrolet Bolt EV: 13,611
- Ford Mustang Mach-E: 6,104
- Nissan Leaf: 5,023
- Audi e-tron: 4,321
- Porsche Taycan: 3,002
- Hyundai Kona: 2,192
- Tesla Model X: 1,730
Tesla Model S: 1,633"
Perhaps Berlin will have to export to the US. Can the Germans ramp fast enough to help with the demand? Hopefully the next 1 or 2 GF locations are announced at earnings.
My understanding is that it is pretty much only debt investors who care about ratings agency ratings. Equity investors have other metrics to evaluate companies. A ratings upgrade will still provide Tesla with cheaper debt issuances, but Tesla doesn't really need to raise any debt at the moment (with the exception of their vehicle financing program, which has many other factors in its debt rating).Might there be additional buying pressure post - Moody's upgrade - from entities that can only buy if ratings are higher than X ? ie. some types of pension funds ?
My understanding is that it is pretty much only debt investors who care about ratings agency ratings. Equity investors have other metrics to evaluate companies. A ratings upgrade will still provide Tesla with cheaper debt issuances, but Tesla doesn't really need to raise any debt at the moment (with the exception of their vehicle financing program, which has many other factors in its debt rating).
In your example I think the debt side of the pension fund would care, the equity side probably wouldn't.
Still nice to have a higher rating, but I don't see it moving the needle.
It's not fair that @jhm keeps making all the money. When is TSLA gonna reward the perpetually tapped out short term options investor!If you don't like camping out at $670 for a while, buy a couple of shares. Let that be your protest.
My limit order got filled at $670 yesterday. I've got another on ready to snag a few more shares at $660.
Best of luck, y'all.