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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Texas getting megapacks is nice and all but it isn’t bullish. Those megapacks would have been shipped to customers had any been ready to receive them. I don’t think this is big deal since megapack project installation is going to very lumpy, and it is entirely possible that no customers were ready to receive megapacks right now, even if Tesla has a backlog of orders.
Yeah, he was pushing Ford hard a year and a half ago when it was ~$20 a share.
'At These Prices, I'll Take Ford Over Tesla Any Day': Jim Cramer Says There's 67% Upside And 'Minimal' Downside To The Detroit-Based Automaker
In the automotive world, Tesla Inc. (NASDAQ:TSLA) is a market darling. After surging 137% year to date, the electric vehicle (EV) maker has a market cap of over $800 billion — more than 13 times that of Ford Motor Co. (NYSE:F). But according to CNBC's Jim Cramer, you'd be missing out if you...finance.yahoo.com
GrandEnigma
Member
Bullish, Inverse Cramer is always the way.
As with always, I cannot wait to hear the markets production estimates on Monday after seeing the actual this weekend.
Well we have all weekend now to wonder if P/D numbers are about to be a miss lol
Giga berlin worker who just left for private reasons after 2 years + did an AMA on reddit, quite positive (no real insider news, just general stuff that makes it sound like a good place to work):
Sorry German, google translate didn´t work on the whole page, I guess you can copy/paste the text though.
Sorry German, google translate didn´t work on the whole page, I guess you can copy/paste the text though.
I saw this exchange in that thread and thought I'd share (along with my Reddit voting "cheatsheet").. maybe I see too much negativity on Reddit, but this was definitely refreshing..
@Troy just updated his estimate, is now expecting a beat of analyst numbers. Let´s not restart the discussion about whether it makes sense to continuously update estimates. You can give this post a funny rating instead, ok?!
I have the feeling it could in fact be a beat, some good news lately: record number of ships to Australia, Turkey booked out until end of year, UK just got a ship with 4000 cars less than a week ago, US inventory dropped. Good China numbers, too.
Is +1200 cars enough to move the stock after the huge run we had?
Drumheller
Active Member
Huge run where TSLA is still 37% below its value in November 2021
Mod: 21 posts moved to Charging standards and bickering thereabout . Yes, the title of the thread is a hint. You should all have known better. --ggr
Carl Raymond
Active Member
New lines going in. Major electrical work being done, for many months now.
Logic says they need that extra energy to run those extra lines.
Maybe it would have been possible to have an interim config that allowed the new lines to run without the megapacks, but that just adds steps. Tesla getting it done. Bullish.
insaneoctane
Well-Known Member
Are you sure FSD isn't built on 2023.7.20, not 2023.20.7 ???Something interesting just happened. My 2016 AP1 S 90D is now updating to 2023.20.7 normally not a big deal but this is the same build number that FSD beta 11.3.6 is built on. This is the first time that I know of that a non-FSD capable car has received the same build as a FSD beta car.
My thoughts: single software stacks to all cars = super bullish on FSD. Also, end quarter coincidence?
BrownOuttaSpec
Active Member
Both builds have it. Check out TeslaFi.com Firmware Tracker
I'm not trying say that my AP1 has the FSB beta (it wont ever get it, I know this), I am just saying that the build versions have unified and there aren't seperate versions now. It should give everyone easier access to FSD beta and make it so people can click a button and pay $199/mo and then be able to use it.
Factory sized uninterruptable power: bullish
Tesla as its own power company: bullish
Time shifting solar generation: bullish
In house real world test bed: bullish
Alluding to Tesla not having a material backlog: bull
That's the big one for me right there.
I don't know if Texas's grid has been fixed (?) in the last few years...but a good part of the state went down when it was too cold, and then months later went down again because it was too hot. If Tesla can buffer themselves for some protection from that sort of event, that would be great.
Whether or not Tesla has immediate customers for those megapacks, I'd say it's better planning for the factory as a whole, and therefore Tesla as a company/stock, to install as much solar and battery back-up as they need, as soon as they can. As Tesla fans and TSLA hodlers, thinking on it a bit, I think most of us would prefer Tesla forego $$$ in revenue now, in exchange for protecting a gigafactory from unpredictable (well, sortof predictable, if Texas hasn't fixed their grid), unplanned shutdowns.
I'm not hoping for another catastrophe for Texas...but imagine the positives if nationwide news is: "Texas without power...but Tesla factory still running, and workers PREFER to be there since they can't run their AC at home."
Artful Dodger
"Neko no me"
Remember the Austin, TX ice storm of Feb 2022? The factory was shutdown w/o power for 5 days during that event. Let's estimate what 5 days of unplanned downtime would cost at present productions levels:
- 5K/week Models Y = 3.57K cars
- Selling price per car = $47,740 (assuming no options)
- Gross Margin auto ~20% (WAG; YMMV)
- Doing the math, that's $34M lost profit
Cheers!
With the craptastic Texas ERCOT "regulated" grid I think it is money well spent. But it is, as you suggest, de-risking in nature. The more megapacks the better.
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