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

[gerebgraus]

An Engineering Professor at the University of North Carolina has been doing it for 10 years. The trick is in creating a metal foam with hollow spheres. See her videos on Youtube. I linked to one of them in my previous post.

Interesting. Has Tesla mentioned this?

 

[sparcs]

Interesting. Has Tesla mentioned this?

no

 

[Aeon]

So then, when the light turned green you smoked him, right?

Rule #12:
Never race against cars with glaringly obvious panel gap issues. Torn off body parts might injure the crowd that gathered for the race!

 

[dw4ngg]

That was my logic behind buying 2/21.

I'm not as bold and purchased 3/20 calls

 

[Unpilot]

So then, when the light turned green you smoked him, right?

Of course not...with traction control smoking the tires is sooo 90's

 

[Cherry Wine]

I'm not as bold and purchased 3/20 calls

Yes, 2/21 is very risky. I strictly consider them to be lottery tickets. However, I was lucky enough to buy them before the run up to ~$570 and created a calendar spread at that time by selling 1/31 options at the same strike. So at least they're "free" lottery tickets. (And if my sold 1/31 options end up ITM, well, this board will be very rich indeed.)

 

[Nocturnal]

Seems like a like of strength with all this going on. It's a big virus scare in china and the street doesn't seem to care all that much. The days when even minor news would cause a far larger drop weren't so long ago.

I'm not as bold and purchased 3/20 calls

I have several past the Q1 timeframe as well because that's a wild card and would give it time to gain back on the chance it's a soft quarter.

 

[Curt Renz]

Now this would have been more appropriate for a Ralph Nader tweet.

AutoBlog - this morning: Ford will pay at least $30M under proposed transmission settlement

 

[Cosmacelf]

in terms of the upcoming ER, guess this is a valuable statement by Colin Rusch/Oppenheimer.

Investors to focus on Tesla's 2020 delivery guidance, says Oppenheimer
Ahead of Tesla quarterly results, Oppenheimer analyst Colin Rusch expects investors to focus on 2020 delivery guidance, gross margin performance, and free cash flow metrics. The analyst also anticipates incremental information on Tesla's insurance offering take rate amid speculation among investors that the company could begin underwriting select leases. Given Tesla's "increasingly robust" data on usage and maintenance patterns, Rusch would not be surprised by increased activity on either front as it looks to leverage data-driven insights on its vehicles. He has an Outperform rating and $612 price target on the shares.

Yes, so what does this forum think of 2020 total deliveries given 2019? China will be pumping out cars and I think we are expecting Tesla to start selling Model Y in late Q2. Anyone have 2020 predictions?

 

[SOULPEDL]

regarding board-swap FSD upgrade costs to Tesla...
I imagine these can vary massively depending how skilled they get/how easy they make it.

Years ago I was a PC/Apple Mac hardware engineer. Back then, changing a typical PC motherboard would takes hours. literally hours of unplugging connectors, undoing screws, labeling stuff, disassembling bits, and then reversing it all.
At the same time SOME (by no means all) apple computers (the ones we called pizza-box-style, cant remember the model), could get a motherboard update in about 20-30 seconds top. You could train a small child to do it.

Hopefully Tesla were sensible when designing the hardware, and its an easy swap. The costs of this sort of thing really can have an order-of-magnitude variance.

I heard from service that the issue is with properly burping the coolant which is opened up to air for the CPU cooling exchange.

 

[johnnybgood888]

Picked up a bunch of 2/21 800c when share price was at $543 earlier. Already have a bunch of 2/7 600c, which I rolled up from 500c last week. ER will have a much stronger effect than the Coronavirus scare, at least for this week. And by all indications, ER should be terrific.

Edit: Not an advice!

 

[wipster]

Yes, so what does this forum think of 2020 total deliveries given 2019? China will be pumping out cars and I think we are expecting Tesla to start selling Model Y in late Q2. Anyone have 2020 predictions?

Yeah, I bet they're gonna sell a LOT of them!

 

[Artful Dodger]

Elon's Angels! TOSS A COIN! He's a Witcher!

Cheers!

P.S. $556.40 @ 12:26 EST

 

[Nocturnal]

If we get a dip after ER am I the only one planning on backup up the truck in anticipation of S&P inclusion, battery investor day, and China/Y launch?

 

[rsm287]

Latest video from 'Solving The Money Problem':

Tesla Q4 Earnings Preview (what's in store?)

 

[Cherry Wine]

If we get a dip after ER am I the only one planning on backup up the truck in anticipation of S&P inclusion, battery investor day, and China/Y launch?

Depends on why we dip.

 

[Ameliorate]

If we get a dip after ER am I the only one planning on backup up the truck in anticipation of S&P inclusion, battery investor day, and China/Y launch?

yes
I backed up the truck For the ER. Since the P&D report.

 

[Sparky4life]

$TSLA is on sale! Act quick or you will miss it!

 

[LJS22]

Elon's Angels! TOSS A COIN! He's a Witcher!

Cheers!

P.S. $556.40 @ 12:26 EST

Looks like TSLA moved to catch up with the Nasdaq. We were way below where the market was so that move back to -1.5% for the day before it hit a wall was warranted.

 

[Beltsbear]

No. They have not. But it is obvious. That is the tech., that reduces costs radically. No paint shop, minimal body shop with no car specific tooling.

Cyber architecture is designed for heavier vehicles where towing and load matter over other factors. It will almost certainly not be used for a small car. It would not cost less for that purpose especially as volumes go over 500k a year.