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

[Artful Dodger]

Also now that EM has mentioned he may step away eventually that will change the manipulation from "Musk is crazy and dangerous" to "Tesla can't survive without Musk". It's how the game is played.

This is patently FALSE: Elon said he may not appear on future earnings calls, unless it is something really important.

He did NOT mention "stepping away", and his 2018 CEO comp. plan requires him to stay on as either CEO or Chairman of the BoD + Chief Product Architect for a minimum of 5 yrs after his stock options vest. That last tranche will likely not vest until next year.

So Elon will be staying throughout Tesla's phenomenal planned growth. The rest if FUD and twits.

 

[JupiterMan]

What about Raven MS/X, I guess they are CCS as they take a 225kWh charge (if I remember well)

nope. Raven S/X in Europe are not CCS, so charge rate throttled back with the adapter, hopefully refresh will be CCS2, but not confirmed yet,

 

[Chenkers]

Sure, same problem in Europe - I have a HPWC that will not work with my pending Plaid (which I assume will be CCS, not Type 2)

The top part of a CCS2 is just a type 2 connector, so your HPWC should still work if the Plaid has CCS2.

 

[Singuy]

https://www.reddit.com/r/teslainvestorsclub/comments/osiarb

 

[mongo]

He did NOT mention "stepping away", and his 2018 CEO comp. plan requires him to stay on as either CEO or Chairman of the BoD + Chief Product Architect for a minimum of 5 yrs after his stock options vest. That last tranche will likely not vest until next year.

So Elon will be staying throughout Tesla's phenomenal planned growth. The rest if FUD and twits.

Sorry for shouting, but this has been addressed multiple times:

NO!​

Elon's comp plan requires him to hold certain positions in order to vest. Exercising has a within one year from terimation requirement and the 5 year holding period post exercise has no employmemt restrictions.
Proxy Statement

Vesting eligibility contingent upon being:
1.  Chief Executive Officer; or
2.  Executive Chairman and Chief Product Officer.

Extended exercise period: If Mr. Musk is still employed at Tesla in a role other than the specified roles above, he will no longer be able to vest under the CEO Performance Award but can continue to hold unexercised vested options for the full term of the CEO Performance Award.

Term of CEO Performance Award / Post-Termination of Employment Exercise Period. The term of the CEO Performance Award is 10 years from the date of the grant, unless Mr. Musk’s employment with Tesla is terminated prior to such date. Accordingly, Mr. Musk has until January 20, 2028 to exercise any portion of the CEO Performance Award that has vested on or prior to such date, provided that he remains employed at Tesla. Additionally, Mr. Musk has up to one year following the termination of his employment with Tesla to exercise any portion of the CEO Performance Award that vested prior to such termination, subject to any earlier expiration of the CEO Performance Award on January 20, 2028. Further, the CEO Performance Award also may terminate earlier in connection with a change in control event of Tesla, as described further below.


Post-Exercise Holding Period. Mr. Musk must hold shares that he acquires upon exercise of the CEO Performance Award for five years post-exercise (except for shares used to pay exercise price and tax withholdings, or in certain other limited circumstances described further below).

 

[The Accountant]

Margins Margins Margins:

Note: Operating Margins deduct for Operating Expenses (R&D, SG&A and Bitcoin). The other margins use the relevant Sales and Cost of Sales to arrive at Profit Margin.

 

[Tslynk67]

The top part of a CCS2 is just a type 2 connector, so your HPWC should still work if the Plaid has CCS2.

I'll let you know!

 

[Huskyf]

Ohh we have a sell Recommendation for This Technology Giant

 

[OrthoSurg]

Margins Margins Margins:

View attachment 688637

Note: Operating Margins deduct for Operating Expenses (R&D, SG&A and Bitcoin). The other margins use the relevant Sales and Cost of Sales to arrive at Profit Margin.

I’m proud to have contributed to these incredible increasing margins by ordering a AWD LR Model Y instead of a RWD SR Model Y

 

[JustMe]

Margins Margins Margins:

View attachment 688637

Note: Operating Margins deduct for Operating Expenses (R&D, SG&A and Bitcoin). The other margins use the relevant Sales and Cost of Sales to arrive at Profit Margin.

Beautiful

Is the volatility in the energy margins related to lumpiness in when revenue from major installations is recognized or something else?

 

[Rb48888]

Ohh we have a sell Recommendation for This Technology Giant

Lol.

 

[TheTalkingMule]

I take this as a good omen....

 

[TheTalkingMule]

I wonder when JPMorgan is gonna raise their target from $90 to $97?

 

[Tslynk67]

Ohh we have a sell Recommendation for This Technology Giant

I suppose one could argue that he was finally proven correct...

 

[thx1139]

And he's serious.

https://twitter.com/x/status/1419898963382005760

So how does Bitcoin impairment work. If you bought at say $10 and then it drops to $9 sometime during a quarter you take an impairment if $1 per coin. Then it goes back over $10 for awhile then drops again to $9 the next quarter do you take a $1 impairment again? Or does it now need to drop below $9.

 

[mongo]

So how does Bitcoin impairment work. If you bought at say $10 and then it drops to $9 sometime during a quarter you take an impairment if $1 per coin. Then it goes back over $10 for awhile then drops again to $9 the next quarter do you take a $1 impairment again? Or does it now need to drop below $9.

Below 9.

 

[Buckminster]

https://twitter.com/x/status/1419979704115896323

 

[ByeByeJohnny]

I suppose one could argue that he was finally proven correct...

View attachment 688644

Getting that ranking while consistently being wrong on Tesla is actually pretty impressive.

 

[Stretch2727]

Honestly I kinda hate the idea of Tesla needing to physically visit every single existing charging station and adding hardware (including hardware that can eventually fail) to each one... plus then needing to build that stuff into all future stations.

I'd personally prefer if Tesla just sold adapters to individual owners for some nominal cost and it was the owners responsibility to bring his own.


That said, they apparently already have some great idea for handling this, though no details given yet- and seem to prefer adapters be on-hand at the stations rather than leaving it in owners hands.

Agree. Keep in mind most other cars will need some kind cable extender. Most do not have the port on the driver rear quarter. They need to avoid the case of people parking in odd ways to be able to connect to the short Tesla supercharger cable.

If you can buy an adaptor with the correct length cable and imbedded ID it could be plug and charge.

 

[2daMoon]

A picture is worth a thousand $ SP View attachment 688614

Just think how much better that photo would have been had he been standing under the deer head so only the horns could be seen behind his head.