What I got out of Rob's interview is that Gordon's position is that production/ sales will go up, but so will costs, prices will drop, so the revenue/ profit has peaked.
Don't agree with that, but it is at least less self contradictory.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Don't agree with that, but it is at least less self contradictory.
I could take all of his recommendations and do the opposite, and I would have a good profit. Strategy for 2021? Nah, too much work. Just TSLA and carry on.
ZachF
Active Member
If Tesla wants a 20%+ share of the North American market, that means it will need production capacity in excess of 4m per year.
DragonWatch
Small FootPrint
Forward observing.
Those that watched and listened to the Tesla/Elon annual report and battery evolution took an IQ test.
What we learned was the total transformation, including environmental improvements, of battery production. Taking a pound of dirt out and later replacing it in mining; which American coal company does that? The technology laid out before us ~ OMG.
What was missing? I did not hear the words production he11. I did not hear, they are rolling off the assembly line to meet demand.
What was laid out in detail, so I could understand it, was a timeline with achievable goals. What was there was technology thinking eight hundred thousand years in the making. What you heard was what I heard as a child ~ we are going to the moon. FYI ~ I was in the Day Room watching the first landing on the moon following basic training, and one month out from receiving my destination orders.
Just think where GM would be today had Lutz had 1% of Elon’s conviction. Nothing to say about intelligence..
Fanboy (me)? You might want to take the IQ test again. Or, do you get a Negative Nancy award?
You can bet I am waiting for the 3Q20 production numbers.
Help Wanted ~ can someone come up with or has a male oriented saying instead of “Negative Nancy”? fU Bill; Downer Bob. . .
Those that watched and listened to the Tesla/Elon annual report and battery evolution took an IQ test.
What we learned was the total transformation, including environmental improvements, of battery production. Taking a pound of dirt out and later replacing it in mining; which American coal company does that? The technology laid out before us ~ OMG.
What was missing? I did not hear the words production he11. I did not hear, they are rolling off the assembly line to meet demand.
What was laid out in detail, so I could understand it, was a timeline with achievable goals. What was there was technology thinking eight hundred thousand years in the making. What you heard was what I heard as a child ~ we are going to the moon. FYI ~ I was in the Day Room watching the first landing on the moon following basic training, and one month out from receiving my destination orders.
Just think where GM would be today had Lutz had 1% of Elon’s conviction. Nothing to say about intelligence..
Fanboy (me)? You might want to take the IQ test again. Or, do you get a Negative Nancy award?
You can bet I am waiting for the 3Q20 production numbers.
Help Wanted ~ can someone come up with or has a male oriented saying instead of “Negative Nancy”? fU Bill; Downer Bob. . .
ZachF
Active Member
Companies with walled gardens look safe until the barbarians figure out how to scale the walls. Then the fat, soft, and green defenders get massacred and have their women sold into slavery by people who have been fighting since they were 5.
Endlessly innovating is the only way to survive long term.
Hahahah apparently absolute value can be destroyed with innovation across all companies including the one creating the innovation! Genius.So market says current battery mfgs now worth less because Tesla AND Tesla worth less because ?
ZachF
Active Member
I really don't think most people realize how dumb ICE cars are going to seem in comparison to EVs by about 2025....
(Not talking about us here of course, but the population at large)
(Not talking about us here of course, but the population at large)
TheTalkingMule
Distributed Energy Enthusiast
I had the weirdest dream that Elon improved existing battery tech by 56%. Crazy!
Words of HABIT
Active Member
Mr. Market can't have it both ways for long.
Tesla’s Battery Suppliers Feel Shock From Musk’s Cost-Cut Push
"Shares of LG Chem Ltd. slid as much as 5.5% in Seoul, while Contemporary Amperex Technology Co. dropped 4.7% in Shenzhen and Panasonic Corp. dropped 4.3% in Tokyo. The world’s three top EV battery makers all supply Tesla, according to Bloomberg’s Supply Chain Analysis."
The Tesla battery is real. Why else would it's battery suppliers share price drop after Tesla, their largest customer, just annouced that they will be increasing their battery orders of them? Let Mr. Market play catch up with TSLA. It may take days, weeks or months. It will happen.
Tesla’s Battery Suppliers Feel Shock From Musk’s Cost-Cut Push
"Shares of LG Chem Ltd. slid as much as 5.5% in Seoul, while Contemporary Amperex Technology Co. dropped 4.7% in Shenzhen and Panasonic Corp. dropped 4.3% in Tokyo. The world’s three top EV battery makers all supply Tesla, according to Bloomberg’s Supply Chain Analysis."
The Tesla battery is real. Why else would it's battery suppliers share price drop after Tesla, their largest customer, just annouced that they will be increasing their battery orders of them? Let Mr. Market play catch up with TSLA. It may take days, weeks or months. It will happen.
I think just the semi. Best use for them.
The reason is because the assumption is that Tesla will push them to lower their prices.
Words of HABIT
Active Member
By far the best way to have experienced Battery Day was to view it on its own merit, without the distraction of the AH ticket tape tracking in the background at every comment, and yes, even the distraction of this thread. Only then would one be able to make their own judgement without impact from outside references. The speculation is over. We ALL now have exactly the same information. I did this and can truly say it was the best presenation ever by Tesla, outlining their roadmap to their future of sustainable transport. A wake up call the legacy auto. I was very impressed.
Short term traders will likely be disappointed. Long term investors will be greatly rewarded. We are seeing the future now.
Short term traders will likely be disappointed. Long term investors will be greatly rewarded. We are seeing the future now.
larmor
Active Member
A mature and well thought out presentation answering the questions the market has been asking all along-- when will EVs become affordable and how are you going to do it?
lol this guy just makes a fool of himself again and again. Good on Andrew to call his BS. Move to 4:20 for the good part, yes 4:20
I wonder how much he... I mean his sugar daddies... are paying CNBC for this airtime.
Driver Dave
Member
I feel like I’m in groundhog day.
Tesla: We are about to do amazing things.
CNBC: Will never happen! Solar city! 30k car! Elon makes promises!
Tesla: We made amazing happen and made billions.
Stock: 10x!
Tesla: We are about to do amazing things with batteries.
CNBC: Will never happen! Solar city! 30k car! Elon makes promises!
Tesla...
...well you know what happens next.
Tesla: We are about to do amazing things.
CNBC: Will never happen! Solar city! 30k car! Elon makes promises!
Tesla: We made amazing happen and made billions.
Stock: 10x!
Tesla: We are about to do amazing things with batteries.
CNBC: Will never happen! Solar city! 30k car! Elon makes promises!
Tesla...
...well you know what happens next.
I was pleasantly surprised by the stated specs and the details provided were exceptional. They didn't just say "we will cut price in half, trust us" but really spent time showing HOW. The only miss was not having something physical to show. We all know that showing off a plaid roadster with the new cells doesn't matter one bit to the company's future, but that would have given the media a shiny picture to share. All in all this was very bullish to me. Tesla didn't just luck into some magical new battery. We were given a perfect example of first principles and how they look at every single input for cost savings or performance increases. What was it that Ford said recently? No benefit to building your own batteries because they are commodities? Whoops.
Lucid and Porsche just lost a bunch of orders from that announcement though IMO.
Edit, and a 25k Tesla...that would have a cost of ownership of a 20k or so ICE car. And of course it would be far safer and fun.
Lucid and Porsche just lost a bunch of orders from that announcement though IMO.
Edit, and a 25k Tesla...that would have a cost of ownership of a 20k or so ICE car. And of course it would be far safer and fun.
Cape Coddess
2 Roths full - holding!
When I started investing in Tesla I had absolutely no doubt that this was a game changer. I was investing in the future. I started with just a handful of shares, maybe five or so. And over the years anytime it was under a certain price I picked up some more. I have no regrets about starting small. However, I know I'll probably never see my buy price limit anymore so I may have to change my game.
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