MartinAustin
Active Member
Market is picking up... and with it, TSLA+TWTR
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
They would need new melting furnaces, because the melt furnaces are powered by gas now. So this is not easy.
Artful Dodger
"Neko no me"
Sabatier process to make methane, in the long run. Currently under R&D by SpaceX for manufacturing propellant on Mars from water, CO2, and solar energy.
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Artful Dodger
"Neko no me"
Are you talking about the ones for the gigacasting machines? Or do they do other casting on-site as well?
What I am concerned about (not Twitter, as I consider this to be just all noise, no signal) is another potential COVID lockdown in Shanghai. We all know the media is going to spin Q2 numbers to make it look like Tesla is doing worse than it is. Sequential quarters of bad numbers, regardless of the reasons, will make it exponentially easier for the media and FUDsters to argue that TSLA is over-valued.
It's clear that this new variant of COVID is accelerating. I will be keenly watching for any messaging from China about testing, infection rates, etc. If Xi announced China was relaxing their zero-COVID policy (highly unlikely IMO), I think the entire stock market would spike, and TSLA would spike much higher than the rest of the market. One can hope.....
It's clear that this new variant of COVID is accelerating. I will be keenly watching for any messaging from China about testing, infection rates, etc. If Xi announced China was relaxing their zero-COVID policy (highly unlikely IMO), I think the entire stock market would spike, and TSLA would spike much higher than the rest of the market. One can hope.....
Yeah I agree with this. Another shutdown to start a quarter would be real bad. Guess we will see how determined China is to maintain this zero-COVID policy.
Elon's "antics" made a few folks around these parts wealthier than they ever could have imagined, so not sure you'll get a lot of support on your point of view
bkp_duke
Well-Known Member
2021-22 Mustang Mach-E owners slap Ford with federal lawsuit over safety defect
Ford is hit with its second lawsuit seeking class-action status, claiming company should've known of defects, this time in the Mustang Mach-E.
www.freep.com
Yep, big fat grin on my face with this news.
Worse than this... seems the recall fix is causing another issue.2021-22 Mustang Mach-E owners slap Ford with federal lawsuit over safety defect
Ford is hit with its second lawsuit seeking class-action status, claiming company should've known of defects, this time in the Mustang Mach-E.www.freep.com
Yep, big fat grin on my face with this news.
They need to put some time between Xi’s recent comments about committing to zero COVID and any major changes in policy.
Last week’s mini-freak out here and elsewhere on the internet over a case spike and more mass testing ended in…the blame being put on a few locations, with business licenses revoked. That allows Shanghai government to look like they’re taking the situation very seriously while not going back into massive lockdowns.
Once again, I’m not saying giga Shanghai won’t undergo another forced shutdown, but try to temper any worries. There’s a lot of bad information out there.
I expect to see weekly China fear mongering FUD articles……it’s the new “demand worries” for TSLA.
And there’s going to be no way to tell what’s accurate and false updates
I might have a little insider knowledge about this particular suit2021-22 Mustang Mach-E owners slap Ford with federal lawsuit over safety defect
Ford is hit with its second lawsuit seeking class-action status, claiming company should've known of defects, this time in the Mustang Mach-E.www.freep.com
Yep, big fat grin on my face with this news.
I heard about the filing about two weeks ago .....
UkNorthampton
TSLA - 12+ startups in 1
And only recalled in some places - I checked 2020-22 for UK recalls.
4 recalls, but none related to welding/failure of connectors https://www.check-vehicle-recalls.s...e/FORD/model/MUSTANG MACH-E/year/2021/recalls
This story will continue for many of the other 50% of Mach-E outside of USA/North America). I'm surprised EU hasn't made a fuss.
Do you "recall" the Norwegian (plus USA mountain-region) Mach-E cars that failed under prolonged descents?
Ford Norway's explanation was battery heat - but some speculation it was motor/drive heat as batteries designed to fast charge but motors>electronics>battery might not be designed or tested for long spells of regen (some mentioned low speeds - so duration rather than peak regen power possibly).
Artful Dodger
"Neko no me"
TWTR just hit -10% SP to trigger it's circuit breaker:
Note: $36.81 * 0.9 = $33.129 triggers the Uptick Rule.
Note: $36.81 * 0.9 = $33.129 triggers the Uptick Rule.
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insaneoctane
Well-Known Member
I'm looking at this unfounded $47 drop today thinking....boy I can't wait for the $47 up days after the split 
Here's to hoping that *IF* Germany goes to level 3, that Giga Berlin will get full energy needs met. July 21st, the pipeline is supposed to be turned back on...
Europe on high alert as Russia temporarily halts gas flows via major pipeline
Europe fears the suspension of deliveries could be extended beyond the 10-day timeline, derailing the region's winter supply preparations.www.cnbc.com
"Analysts at political risk consultancy Eurasia Group said that if Putin orchestrated a total cutoff of gas supplies beyond the scheduled end of maintenance works on the Nord Stream 1 pipeline, Germany would likely be forced to move to level three of its three-stage emergency gas plan.
At this level, Germany’s regulator, Bundesnetzagentur, would need to decide how to distribute gas supplies nationwide."
Industrial plant shutdowns or curtailment is a very real risk factor right now for Germany. Natural gas will be prioritized for home heating. Tesla may be in for a bumpy ride for the next year until this gets sorted out.
thesmokingman
Active Member
Just another chance for some more chairs?I'm looking at this unfounded $47 drop today thinking....boy I can't wait for the $47 up days after the split
2daMoon
Mostly Harmless
... and they could probably have it developed, delivered and installed at GigaA and GigaB, in what, 2 weeks?
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