Based on #2 I think it would be funny if Tesla started posting their charging costs like gas stations do outside of some well placed Superchargers, so that other EV drivers get jealous of the pricing.
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Based on #2 I think it would be funny if Tesla started posting their charging costs like gas stations do outside of some well placed Superchargers, so that other EV drivers get jealous of the pricing.
Fact Checking
Well-Known Member
Wow: in the closing tick today 810k shares were traded, at $294.14 open/high/low/closing price.
That's highly unusual. Was this prearranged? Or were these margin called retail shorts "bought in"? Very weird.
Tomorrow morning might bring another wave of margin call buy-ins.
That's highly unusual. Was this prearranged? Or were these margin called retail shorts "bought in"? Very weird.
Tomorrow morning might bring another wave of margin call buy-ins.
do I remember.. those were MY problems.!!! ;-). to be fair, it was the first German manufacturing plant outside of Germany EVER at the time. Yes, it was hard, and it was also a workforce issue. But, after a few iterations and months of trials things got pretty sorted. First model too, that's always hard.
Don't forget, Daimler as an example had a partnership with Tesla since YEARS ago. they had done a lot of technology sharing and that went into the B class (let along the Electric Smart). So, for Daimler (which isn't really in my mix of NA BEV's to watch) I don't see them tripping over too many hurdles.
My guess is that they grow GF1 (and perhaps other later GF's) fast enough to have an "oversupply" (once TE is properly scaled up some it should eat any "oversupply", it just takes time to switch a given cell line from vehicle to TE cell formulation, so you can't switch rapidly between them, will need a big enough production buffer to prevent any slowdowns in production for either), and then switch S and X to use the 2170 cells once they're done with 18650. Panasonic will have wound down 18650 operations for Tesla in Japan accordingly, and either switch to non-Tesla formulations for other customers or rebuild the cell lines using 2170 equipment and build more 2170's there. Perhaps this could be an initial supply of cells to GF3? Depends on timing for how fast GF3 goes up vs S/X switch to 2170 whether it makes sense to build 2170 cell lines at GF3 before or after 18650 production is wound down in Japan. Could also be that Panasonic transitions the Japan facility to something entirely different (non-Tesla, non-18650).
So, doing a little "save my trade", I think you might look to buy back the weeklies, hoping for some small pull back in the AM tomorrow. It's going to cost you 20$ (or less), so maybe do only on some of the position. From there, I'd do a sell of probably the Nov 310$ calls trading about 10$.. Could be HIGHER tomorrow. you'll pay out <10$ to get yourself clear, but you'll be buying back another 15$ (swapping out the 295$ for the 310$) upside if you get called away later in the month, so you'd net out at least 5$ more than now. And, between now and Nov expiration things could stay flat or move lower. Can you get margin for the options buy back? Or put in some capitol? Or sell something else in the account?
Darmok and Jilad. When the shorts squeezed.
humbaba
sleeping until $7000
Not a stupid question. I'm a relative newbie, but the "not an advice" is partially to tweak people's noses. This was discussed... recently? Sometime in the last month or so. That spawned a few other "tweaks", like this whole post being a rather mute point, or did I just beg the question
Sometimes people feel like putting a disclaimer for whatever reason that made sense to them at the moment. And sometimes its just having fun
Andrew, his eyes uncovered.
TSLA, its sails unfurled.
Shaka, when the shorts fell.
The difference in top speed and acceleration may just be due to current limits from the reduced-cell battery. Though it would be an interesting twist of the SR was intended to use a lower power motor and those were ready but the SR packs weren't so they decided to build hybrid "MR" with SR motor/inverter and cell-reduced LR architecture pack (as MR pack).
The MR specs are about the same acceleration but reduced top speed from SR, and I just assumed that the SR pack would have less oomph and the MR pack does too, but maybe the cell reduction method to make a MR on LR architecture actually ends up with less peak power for less top speed than the SR. If that's the case, perhaps it would explain the MR having a lower top speed than the SR, even if they used the same motor. Of course, we might just see the top speed of the SR reduced too.
I always assumed SR would use same motor as LR simply because it's one less part variation to deal with. I hadn't ever really considered it plausible they'd build a smaller one. But perhaps at this scale, the cost savings per unit outweigh the additional overhead and logistics of having another part variation.
I'd consider any Saudi business (no matter the scale) to be somewhat of a poisoned chalice currently. Even if it turns out that MBS had nothing to do with the murder in Turkey, and it was some mid-level spook who decided to do it, and all those responsible were appropriately sacked / imprisoned / etc tomorrow morning, nobody is going to look good doing any business with KSA for a while yet.
If there is a Saudi deal of some kind coming, I am hoping it is just an agreement to sell them a ton of storage or solar or whatever, not some kind of joint business venture or building a factory (even if wholly owned) in KSA.
humbaba
sleeping until $7000
I'm going to just toss this out there... its AH, right?
This forum has been incredibly helpful. It not only has provided insight into $TSLA and Tesla, but also into investing generally. I have specifically benefited from (not an) advice here. Both in a financial and avoiding stress way. The knowledge and the caring are both wonderful.
In fact, the helpfulness is so broad that the idea of enumerating those that have helped me seems rather silly. I try to provide my perspective (and a bit of levity) as some small compensation, but truly, there's no way to properly thank you all. Still, I feel it is worth the attempted expression.
Thanks!
This forum has been incredibly helpful. It not only has provided insight into $TSLA and Tesla, but also into investing generally. I have specifically benefited from (not an) advice here. Both in a financial and avoiding stress way. The knowledge and the caring are both wonderful.
In fact, the helpfulness is so broad that the idea of enumerating those that have helped me seems rather silly. I try to provide my perspective (and a bit of levity) as some small compensation, but truly, there's no way to properly thank you all. Still, I feel it is worth the attempted expression.
Thanks!
shlokavica22
Member
Why not? Say TSLA recieves 0% loan from them to build GF4 there, what's wrong with that? (plus maybe tax incentives)
It will obviously speed up the EV adoption and afterall, that's probably the core TSLA mission.
Artful Dodger
"Neko no me"
hacer
Active Member
That's why the other shorts need to file a class action lawsuit against Citron. Really, they should.
NikeWings
Active Member
Zaxxon, cadence of joy.
Artful Dodger
"Neko no me"
They say look at the numbers, always.
The marketing numbers are staggering. Staggering. If you were to put on a Tesla PPV event and were tracking interest to establish a buy rate, Tesla/Elon would be near record buy rate when the event happened.
There is a tremendous buzz around Elon and the brand online, and where do people buy Teslas?
Exactly. Not a car lot in Detroit. They are getting *a lot* of publicity online and the positive response is something any company on the planet would pay millions to have a fraction.
I would love to see the metric of Elon “likes” to reservation/order rate online.
Artful Dodger
"Neko no me"
Smeagol, his B.S. unravelled.
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