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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Bet TSLA
Active Member
Tesla sells several expensive cars, but no luxury cars. They certainly compete with luxury cars for sales.
Um, do you mean investing should be treated in a comical imitation of "rigorous"? Economists can't even agree on their definitions, never mind applying any sort of logic to their fantasies. Thus they never come to any agreement. I'm guessing you were being sarcastic, but maybe not.
That's certainly a lot of money! Would love to know about how much money they're expecting to make per truck. Either way, this is pretty cool if the transition to electric vehicles is your thing. Which, if you're reading this, then it probably is.
Bet TSLA
Active Member
There are many ways to never see messages from mods. As they don't have any control (so we are told), the fact that their tools are utterly inadequate to their thankless task is not their fault. Following are some examples of problems and possible examples of solutions.
Properly speaking, whenever mods do anything to a post it should generate a non-ignorable message to the user who posted. Nope.
Mods addressing users with messages in thread should also generate a non-ignorable message to the user. Nope.
Mods making new rules for threads should cause such rules to appear as a non-ignorable message to anybody posting. Nope.
As things stand anybody can easily miss mods' messages within the thread if they skip pages of the thread or have the mod on ignore.
Hidden Tailpipe
Well, there are the ships that transport crude. If someone mentions building the electric grid I'll just raise then the pipes for moving both crude and refined gasoline together with the trucks for final transportation to the gas stations. If you go back to the link that I posted earlier where...teslamotorsclub.com
The number they use to get that figure is the total energy used to refine the gas including heating.
Slightly disingenuous but still a very impactful number that highlights how absurdly wasteful ICE cars are.
It's impossible to convert the total energy burden of refining into an equivalent amount of electricity in any meaningful way, but the raw energy converted into miles driven is a poignant comparison that should be repeated.
Bet TSLA
Active Member
An excerpt from the link:
OpenAI is a non-profit research company founded in December 2015. The organization focuses on building safe artificial intelligence (AI) and is advised by several experts in the field, including physicist Stephen Hawking, computer scientist Alan Turing, and futurist Ray Kurzweil.
Alan Turing, Stephen Hawking? Very impressive! Surely this is a parody. Perhaps generated by ChatGPT?
TrendTrader007
Active Member
for those who believe TA is no good:
nasdaq composite is on verge of breaking/just almost broke on heavy volume 14 month long trendline
is the bear market over? probably so
as far as TSLA, we are likely headed much higher over next several months to years
wild guess, and don't hold me to it, could be as high as $1000+ by january 2025
which would be 10X from bottom $101 or so
this view is entirely based on TA, and since we all know for sure TA is no good, this is just purely speculative opinion with zero chance of TSLA doing 10X in less than 2 years
so, back to regular programming
nasdaq composite is on verge of breaking/just almost broke on heavy volume 14 month long trendline
is the bear market over? probably so
as far as TSLA, we are likely headed much higher over next several months to years
wild guess, and don't hold me to it, could be as high as $1000+ by january 2025
which would be 10X from bottom $101 or so
this view is entirely based on TA, and since we all know for sure TA is no good, this is just purely speculative opinion with zero chance of TSLA doing 10X in less than 2 years
so, back to regular programming
I think we knew that without the charts, but good to have confirmation.
I’ve had the flaming bear avatar for most of this week. Seems pretty clear as oversold as we are that anyone short is still short is gonna be in a world of hurt soon.
Likewise, I don’t need TA to tell me Tesla is oversold. 4 weeks of listening to people whine non-stop about Musk’s Twitter, broken promises how 4Q numbers aren’t “Epic” (even though it hasn’t been released yet), plus a million other little bits of whining…. That was a good sign that were were at a bottom.
So… thanks for the confirmation I guess?
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At Texas the south end extension is apparently offices, and end-of-line,
I think some offices are probably going relocate to free up space in the existing building.
The cathode building is for cathodes, and the single storey high building near it probably not for vehicle production.
I think they will probably build at least one Gen3 vehicle at Austin, but that is probably a later phase of construction.
I'm still inclined to believe the rumours about Mexico.
Artful Dodger
"Neko no me"
Well, lets's do some quick math: 50K Semi's per year w. 915KWh each needs about 45 GWh of battery cells. That's about the current output of Giga Nevada. Check.
I think this implies that Tesla will transition all Models 3/Y over to 4680 structural packs (perhaps beginning with Project "Highland"), and only the Semi will continue to use the 2170 cells (which fleet operators aren't concerned about).
To me, this is a major new piece of information going forward. It'll be great to simplify 3/Y production and logistics with a single architecture for both versions of the structural pack (LFP for SR's and NMC for LR's).
Not only that, but Berlin's supply of 2170s could be reallocated to a EuroSemi at some point, as could LG 2170s used in Shanghai be reallocated to a MiC Semi.
Sweet!
Makes sense. At least the part about the semi sucking up all of the 2170 production anyhow.
Converting all Model 3/Y to 4680 I thought was in the plans regardless, just going to be interesting seeing what happens with sourcing them.
Seriously doubt they are thinking about shuttering the Fremont facility any time soon and the 4680 production in Fremont seems way too small for all Model 3/ Y production there to convert. Another possibility is a big battery expansion in Fremont... where? Manufacture packs in Texas and ship them to Fremont?
Buckminster
Well-Known Member
Y now above 3 for the first time since reveal.
Artful Dodger
"Neko no me"
Agreed. But much remains to be settled with sourcing of LFP packs (more in March).
Tesla Ramps Up Battery Production in Fremont by Expanding into New Building | Tesmanian (Dec 21, 2022)
Tesla Ramps Up Battery Production in Fremont by Expanding into New Building
Tesla is increasing production of 4680 battery cells in Fremont by expanding into a new building. The new building is four times the size of the building on 47700 Kato Rd, hinting at a substantial increase in production capacity.
www.tesmanian.com
You can't build a battery cell factory for $1.5 million. It doesn't look like we know what the building will be used for. And you didn't say we do, but the article seems to be presumptuous.Agreed. But much remains to be settled with sourcing of LFP packs (more in March).
Tesla Ramps Up Battery Production in Fremont by Expanding into New Building | Tesmanian (Dec 21, 2022)
Tesla Ramps Up Battery Production in Fremont by Expanding into New Building
Tesla is increasing production of 4680 battery cells in Fremont by expanding into a new building. The new building is four times the size of the building on 47700 Kato Rd, hinting at a substantial increase in production capacity.
A follow-up on the above post, with a very interesting retrospective of De Tijd on the Brussels car show: https://www.tijd.be/ondernemen/auto...n-concurrentie-in-het-defensief/10442239.html
I’ll try to translate some of the more interesting observations:
- No big discounts from the competition on the car show, because their EV production is fully booked, for some models for over a year. E.G. Audi offered a discount of 500 euro on the Q4 etron, a car that starts at 57K.
- Teslas are now much cheaper that the corresponding models from the competition: Model Y is 10K cheaper than the Q4 etron, Model 3 is 10K cheaper than the BMW i4
- Tesla’s pricing change causes commotion with the lease companies, mainly active in the company car market and 90% of the Tesla’s sold are company cars.
- The price change causes Teslas now to fit in many company car budgets, just at the time that the Belgian car market is greening fast (see my previous posts about a tax change in the middle of this year that makes it very financially unwise to buy a new ICE company car). Teslas are now cheaper to lease than the competition, and the delivery times are much shorter. More than a year wait time for the Q4 etron, and the popular Ioniq 5 can’t be ordered because the wait times got too high.
- The competitors hope that Teslas price changes are temporary, and they get more nervous by the day
- According to KBC autolease, this creates a lose-lose situation for the competion: they can’t increase production, and they can’t drop prices because their margins are too low.
SebastienBonny
Member
Journalism about Tesla in Belgium: A lot of Model 3 and Model Y cars are made in Berlin.
Quotes from specialists are beter than what their own journalists are writing.
The conclusions are crystal clear. If legacy lowers prices, they are dead. If they do nothing, they are dead as well
Factual correctness is not a thing anymore in journalism these days
Artful Dodger
"Neko no me"
Agreed, $1.5 million could be just for the shell of a new build (permits should tell us more). Battery production equipment would be the bulk of the capital expense, but it's the supply chain that's of interest. Where will all the raw materials be sourced?
If Fremont switches to 4680s for cylindrical cell packs they'd need ~20GWh/yr capacity (with perhaps another 30GWh/yr in LFP packs). That's about double the initially announced intention for Kato Rd capacity (which was 10GWh/yr). As usual, more questions... more questions...
Cheers!
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UkNorthampton
TSLA - 12+ startups in 1
- Bums in seats sell Tesla cars.
- Reliable Supercharging fights FUD and sells Tesla as being well run & having efficient Tesla Supercharging network - being grateful that your own non-Tesla EV charges successfully and also watching Teslas charge fast & depart quickly, talking with Tesla users. This indirectly sells Tesla cars.
- Tesla cars and good perceptions of Tesla Supercharging sell TSLA stocks (it seems from recent report of retail buying, but also to institutions).
In Europe, there are more non-Tesla EVs than in North America (% of all cars, % of EVs, need for charging on same charger as Tesla use - CCS2). Tesla have opened up parts of their charging networks in several countries which border each other - so if you have a Kia, and you're driving across Europe, you might prefer to use Tesla Superchargers for reliability reasons especially on long or unfamiliar routes.
The reports on retail buying TSLA - did it split by country? In Europe, the demographic that buys Teslas (or has them for company cars) are likely to have the ability to invest pension or other investments themselves. Korean retail did buy a lot of shares. Who else? Familiarity with Tesla Superchargers might be having a positive effect in Europe.
ABRP
ABetterRouteplanner is the world's most popular consumer EV routeplanner - both for beginner and experienced EV drivers. And of course for anyone curious about EVs.
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