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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Mars ☰mperor
Member
Everybody needs to calm down regarding Beijing’s free license plate thing.
Look at the poster, the sentence I marked in red says “数量有限，先到先得”, which means “limited availability, first come first served”.
Of course not every new energy green license plate in Beijing is going to be issued to Tesla.
Think about it, the less promotion we see the better. Of course it’s not possible to do business without some kind of sales every now and then. But can we stop celebrating promotions like this.
Look at the poster, the sentence I marked in red says “数量有限，先到先得”, which means “limited availability, first come first served”.
Of course not every new energy green license plate in Beijing is going to be issued to Tesla.
Think about it, the less promotion we see the better. Of course it’s not possible to do business without some kind of sales every now and then. But can we stop celebrating promotions like this.
Are plates in China linked to the car or the person? If the car then it's because the offer is for a three year lease at 0% with the plate included. When the lease ends, the driver needs another car with another plate.
That's my reading of it.
Macro - Fed might have to cut rates (2-3) mths OR at least Powell announced they will be flexible.
Mexico Tariff's - Senate Republicans are protesting this .. so might not fly
Big one is still China trade war ... but China after producing white paper, said best option was to negotiate...that's why DoW rallied hard yesterday
Mexico Tariff's - Senate Republicans are protesting this .. so might not fly
Big one is still China trade war ... but China after producing white paper, said best option was to negotiate...that's why DoW rallied hard yesterday
Isn’
.....when you try to catch up in this thread after travelling for a couple of days weird things happen
The post you replied to there was from almost a month ago
.....when you try to catch up in this thread after travelling for a couple of days weird things happen
I have recently come around to the thinking that Elon will follow the Bezos playbook and plough all profits into the business in a manner that means there will not be any large earnings reported for quite a few years. That is to say if Tesla starts earning large amount of net income, then Tesla will lower prices to increase volume (if possible) and accelerate the expansion of the service and charging infrastructure.
Which is to say we should perhaps not expect earnings to support the share price via a reasonable P/E multiple.
I wonder if this makes buying even American made Tesla's more practical? I.e. we don't need to wait for GF3 for this to have a big impact.
SoGA Fan Club
Member
Well, that's exactly why I started a Tesla club in South Georgia - to try to get some sales going out here too!
But, I do have to ask if the article you linked changes the delivery estimates at all. Being #1 in California won't get Tesla to 90,000 for Q2 will it?
bhtooefr
Active Member
Wash sale rules affect IRA transactions as well (and purchasing in an IRA after making a sale that becomes a wash sale makes it even worse, because the cost basis increase provision of the wash sale rule doesn't apply either).
Honestly, if there's not an IRA involved, I personally don't worry much about the wash sale rule, because of that cost basis increase provision. Basically means that, sure, I can't claim the loss on my taxes, but as the loss is added to the cost basis of the repurchased shares, I'll have less profit in future sales.
Conversely, if everyone in that video was in a car, everyone would get there a lot slower. However, Musk has stated zero interest in Tesla producing anything two-wheeled other than an electric bicycle, so Tesla won't solve that problem. (125 cc-class electric scooters like what Gogoro is producing for the Taiwanese market would be extremely beneficial for cities like that, though - their scooters are likely a huge part of the pollution problem that's leading to people wearing face masks, but vehicles that size and performance really do work better than cars in that environment.)
Fact Checking
Well-Known Member
Agreed.
It's unclear what the 'limited time offer' means in terms of timing (8 days, 8 weeks or 8 months), but it almost certainly means no GF3 Teslas will be covered by this offer off 0% leasing and an immediate license plate.
It's also unclear who has control over the license plates: if it's the leasing company, i.e. Tesla, then this means Tesla Beijing will have a permanent pool of 60 thousand (?) license plates to serve leasing customers with.
So a lot of uncertainty here. Could someone translate the full text to see what the offer is and who makes the offer?
Well, I snoozed on that jump, literally
Woke up to 192 yesterday. what is next?
Yesterdays graphs of S&P, NASDAQ, Dow and TSLA are remarkably alike.
Virtually identical. TSLA w/bigger gains
Following the bigger down side, on the recent downslide.
If the general market is the driver, TSLA is now acting as an
exageration of the general move?
There has been no real news
Pent up energy?
Dunno. But it just ticked to 197.3.
There has been no reliable pattern, as in the past, so I am still shy
Neither up nor down would surprise me.
Woke up to 192 yesterday. what is next?
Yesterdays graphs of S&P, NASDAQ, Dow and TSLA are remarkably alike.
Virtually identical. TSLA w/bigger gains
Following the bigger down side, on the recent downslide.
If the general market is the driver, TSLA is now acting as an
exageration of the general move?
There has been no real news
Pent up energy?
Dunno. But it just ticked to 197.3.
There has been no reliable pattern, as in the past, so I am still shy
Neither up nor down would surprise me.
larmor
Active Member
Continued to make cars, continued to sell cars, continued to deliver cars... Nothing has changed on the tesla front, but headlines that move the stock are just that headlines and cannot substitute real car revenue.
RobStark
Well-Known Member
ZachF
Active Member
Another tactic that works for those types is to tell them that 2/3rds to 3/4s of our trade deficit for the last 40+ years has been oil and oil-powered cars. We spend $150+ billion a year importing ~5 million ICE automobiles, but we are a net exporter of EVs now.
As you can see people saying the Audi E-tron is not a success aren't well informed; it sells quite well. There is a non-refundable charge if you want to cancel, BTW, and delivery times are excruciatingly long. Ditto for the Kona.
Todd Burch
14-Year Member
Ferraris are iconic and cool. People will want them even if the Roadster is faster. It might help a little if Tesla contributed to a Ferris Bueller 2...The "carbon offsets" come when the new Roadster owner parks his old Lambo/Ferrari/McLaren and hot chicks nolonger think they're cool.
BTW, agree on your point above, 10K Roadsters/yr is aspirational, and the only metric that matters is how much it REDUCES sales of the traditional Supercar brands.
Roadster will do to ICE Supercars what the Model 3 did to BMW sports sedans. I think Tony Stark was right: The best weapon is one you only have to fire once (hard-core smack down)
Cheers!
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