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

[MarcusMaximus]

So is Grimes still with Elon or not? I saw news articles (I know, I know) referring to her as his "ex-girlfriend" recently.

We millennials don’t like labels.

 

[AudubonB]

...The chicken head thing has too much laytendency.

Fixed.

 

[KarenRei]

View attachment 366821 Vincent on Twitter. GF 3 Groundbreaking in China.

I expect the markets will like this. Ready for the news before market open on Monday.

 

[AudubonB]

I have to share that I love Vincent's precision: "Estimated start time between 3:00-3:00pm"

 

[Zaxxon]

So is Grimes still with Elon or not? I saw news articles (I know, I know) referring to her as his "ex-girlfriend" recently.

I'm going to go with the literal answer and say 'yes.'

 

[HG Wells]

That's just 4 hours from now. Its the 7th in Shanghai and 10:22 am.

So if its at 230 as the invitation says it will be at 1030 pm west coast.
If it runs late as vincent says (3:30) then 11:30 pm west coast.

Better give the Shortsville Times Editor an alert so he can close out his short position.

 

[lascavarian]

The Tesla Show crew apparently has Model Y spec rumors. No mention of seating count or falcon wing doors.

Hummmm, I thought I heard that podcast and my ears perked up but then toward the end it turned out to be mostly wishes on their part. Maybe I misheard it.

 

[M3Rider]

Musk has numerous times been over optimistic about time tables. You have been here long enough to know that. I could use harsher words, but I think that it is obvious to anyone, that Musk timetables are always overly optimistic.

Don’t believe me, use your own brains. Production starts in six months in a factory that is not even built yet?

While there are no guarantees, I feel like high speed miracles are quite possible in China with the government support, which Tesla secured; for ex. see how a train station was built in 9 hours Chinese workers build railway station in just nine hours
Sprung structure took 3 weeks to build in Freemont. That is in case they want to start production while a more permanent building is still being constructed, which I'm thinking could also be managed within the timeframe - given the train station.
Keep in mind - (sprung structure) GA4 line has a productivity that exceeds that for lines inside the factory building while using more people in place of robots.
Then there's a question of getting electricity and robots there...it seems if this is planned properly ahead of time, it could be done. But otherwise, some delays are possible and H2 2019 is still a good timeframe to start the production.

 

[AlMc]

GF3 ground breaking confirmed by EM: Elon Musk on Twitter

 

[printf42]

That's just 4 hours from now. Its the 7th in Shanghai and 10:22 am.

I don’t think these kind of things will be live broadcasted, there could be live blog from attendees sure.
But there will be plenty of news clips tomorrow since we can expect some high profile city officials attending, maybe the mayor or even Party Secretary(that’s higher rank than Mayor if you’re wondering).

 

[Unpilot]

Plus does anyone know how big a market Europe is? It sure seems like a small car market to me. Compared to the US and China is it Peanuts?

About 15 million last year.....did your google foo fail you?

 

[lascavarian]

So a US program called "60 minutes" did a segment on a breakthrough project to solve climate change that has been in the works quietly for 25 years or so involving a breakthrough method of extracting sugars from plant cellulose much more effectively. Potential replacement for coal and fossil fuels as it develops. Bunch of MIT PhDs on the board.

Easy transition for cleaner ICE vehicles but an unknown scale-up timeline. Probably get some wall street discussion as to impact on stocks related to climate change solutions.

 

[ZachF]

About 15 million last year.....did your google foo fail you?

You can download sales data by country 2005-2017 here in PDF and excel:

Sales Statistics | OICA

 

[EVNow]

So a US program called "60 minutes" did a segment on a breakthrough project to solve climate change that has been in the works quietly for 25 years or so involving a breakthrough method of extracting sugars from plant cellulose much more effectively. Potential replacement for coal and fossil fuels as it develops. Bunch of MIT PhDs on the board.

Easy transition for cleaner ICE vehicles but an unknown scale-up timeline. Probably get some wall street discussion as to impact on stocks related to climate change solutions.

There have been so many of them over the years, everyone has lost the count.

 

[Unpilot]

You can download sales data by country 2005-2017 here in PDF and excel:

Sales Statistics | OICA

Yeah I was responding to this

Umm because CR is motivated by money or something, because I've hardly found a single accurate review for quality on there. I take their reviews with a grain of salt as I've found several instances where they plain suck or lie. I'm a millennial, which means I can use google and do better internet research than boomers. CR is full of fraud.

 

[ZachF]

Motor Vehicle sales by country, 2017 (Source: OICA)
(Countries over 200k)
29,122,531 China
17,583,842 United States
5,238,888 Japan
4,017,539 India
3,811,246 Germany
2,955,182 United Kingdom
2,604,942 France
2,238,915 Brazil
2,190,403 Italy
2,077,000 Canada
1,798,796 South Korea
1,718,565 Iran
1,602,270 Russia
1,570,764 Mexico
1,451,089 Spain
1,188,677 Australia
1,060,894 Indonesia
980,394 Turkey
900,403 Argentina
873,506 Thailand
634,111 Belgium
591,096 Malaysia
576,144 Poland
555,716 South Africa
548,250 Saudi Arabia
508,371 Netherlands
442,835 Sweden
403,580 Austria
376,682 Chile
358,558 Philippines
355,910 Switzerland
302,109 Czech Republic
284,623 Israel
269,570 Vietnam
269,049 Pakistan
263,361 Denmark
259,013 Taiwan
233,960 Colombia
201,895 Norway

 

[ZachF]

It's actually pretty interesting how close the list is for car sales by country and GDP in millions$ by country:
GDP by countries, 2017 - knoema.com

 

[Silent Ludicrosy]

 

[M3Rider]

While there are no guarantees, I feel like high speed miracles are quite possible in China with the government support, which Tesla secured; for ex. see how a train station was built in 9 hours Chinese workers build railway station in just nine hours
Sprung structure took 3 weeks to build in Freemont. That is in case they want to start production while a more permanent building is still being constructed, which I'm thinking could also be managed within the timeframe - given the train station.
Keep in mind - (sprung structure) GA4 line has a productivity that exceeds that for lines inside the factory building while using more people in place of robots.
Then there's a question of getting electricity and robots there...it seems if this is planned properly ahead of time, it could be done. But otherwise, some delays are possible and H2 2019 is still a good timeframe to start the production.

Ok, I stand corrected by Elon - Elon Musk on Twitter
2019 EOY

 

[RobStark]

Motor Vehicle sales by country, 2017 (Source: OICA)
(Countries over 200k)
29,122,531 China
17,583,842 United States

29,122,531 x $21k ASP = $611,573,151,000
17,583,843 x $37k ASP = $650,602,191,000