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

[RobStark]

https://www.motortrend.com/news/exclusive-tesla-model-y-spy-photos-show-ev-crossover/

Model Y spy pics

Looks like a Model 3 and a Prius were parked alongside one another on a moonlit parking lot listening to Marvin Gaye and Barry White.

 

[CorneliusXX]

WOT (way off topic): Let us go over the rules here again: NO poetry or Rhyming post......Thanks

Also, alliteration ain't accepted.

 

[ggr]

Maybe this is related to Tesla raising 5 billions dollars that they didn’t need (half a year ago).

Mod: Please, everyone, be sure of numbers if you are going to post information that can be checked. The capital raise was ~$2.7B, not $5B. Apologies for electrek reference: Tesla (TSLA) increases capital raise up to $2.7 billion, now Elon Musk wants to contribute $25 million - Electrek --ggr

 

[Buckminster]

There were 40 Model 3s listed in inventory in the UK this morning (as of 3-4 hours ago). Now down to 19. No demand!

Now down to 12.

Dyson abandons electric car project

Just in: UK’s Tesla giving up plans to make EVs

Should have made the spiritual successor to the mini - he initially had the right idea. Low cost, tiny battery, short range for cities has not yet been done.

 

[Doggydogworld]

Maybe this is related to Tesla raising 5 billions dollars that they didn’t need (half a year ago).

Tesla raised 2.4 billion (net after expenses).

I don't see the point of buying Panasonic out. Tesla can use capital to add new production lines, why waste it buying old ones that lose money?

 

[woodisgood]

Looks like a Model 3 and a Prius were parked alongside one another on a moonlit parking lot listening to Marvin Gaye and Barry White.

Can’t help but feel this is what Model 3 should have been all along, but maybe I’ll feel differently after getting to see one in person.

EDIT: Also, ew.

 

[Tim S]

I presume that Tesla has been relatively quiet about the Model Y recently, so as not to "osborne" the Model 3 or Model X.

I suppose, but I think the Model Y will more likely osborne ICE and hybrid small SUVs and crossovers. For example, anyone considering a new Prius right now would be crazy not to think about waiting for the Y if they can afford it.

 

[Nocturnal]

Big oil acts like gasoline magically appears from nowhere, so it's not prone to disruption like electricity is.

The 1970s would like a word!

 

[dc_h]

Interesting.

In the early 2010s there were a lot of companies that showed interest in making EVs - including Dyson, Sony, Apple … essentially the idea was that because of this change in technology, huge entry barrier to automobiles was gone. Not really.

Makes Tesla's success all the more surprising. It is truly a one off.

Maybe remarkable rather then surprising?

 

[NicoV]

Mod: Please, everyone, be sure of numbers if you are going to post information that can be checked. The capital raise was ~$2.7B, not $5B. Apologies for electrek reference: Tesla (TSLA) increases capital raise up to $2.7 billion, now Elon Musk wants to contribute $25 million - Electrek --ggr

Sorry, was just posting from (failing) memory. I meant they raised a large amount of money they didn’t need.

 

[X Fan]

it's not for (battery) longevity. it actually saves time. the last 20% takes much longer to charge than the first 80%. Your trip ends up being faster if you stop an additional time rather than topping off to 100% at each stop.

+1.

There have been plenty of posts on this subject in TMC and quite frankly that “journalist” should have done his research on this site to properly understand long distance travel.

 

[CorneliusXX]

More like UK's Nio and Faraday's
Is this causing SP to drop ....

Dyson is a massively successful company. The others are not.

 

[elasalle]

Dyson is a massively successful company. The others are not.

Commenting on just their Electric car effort. Dyson is best Vaccum company, the iPhone of vaccums Wifey only purchases dyson

 

[CorneliusXX]

10 mil shares available to short
View attachment 464553

Today's wild speculation: the drop in short volume suggests that someone has information on earnings and is covering. I'm calling an earnings surprise, either substantial zev credit sales or a new agreement.

 

[Tslynk67]

Commenting on just their Electric car effort. Dyson is best Vaccum company, the iPhone of vaccums Wifey only purchases dyson

I've owned several and they all had problems. Stopped buying them and went back to Miele.

 

[svp6]

https://www.inc.com/jason-aten/cali...ryone-an-electric-car.NOTlinkingtoGarbage.com

"California's Power Outage Demonstrates the Biggest Flaw With Tesla's Plan to Sell Everyone an Electric Car"
LOLOLOL

This means electric cars will never be a truly viable alternative to internal combustion engines until someone figures out how to dramatically increase the reliability of our electrical grid. I'm not suggesting that gasoline is a better long term strategy, but outside of Tesla's most devoted fans, most people still find it's a far more reliable and convenient option.

Of course, it is obvious from the article that this is only a problem for electrical vehicles - gas was always plentiful

 

[StealthP3D]

Today's wild speculation: the drop in short volume suggests that someone has information on earnings and is covering. I'm calling an earnings surprise, either substantial zev credit sales or a new agreement.

I'm in the earnings surprise camp but I don't think the short-covering means earnings info was leaked. Covering short positions is a natural thing to do when you can see that sentiment has changed to positive.

 

[FreqFlyer]

I presume that Tesla has been relatively quiet about the Model Y recently, so as not to "osborne" the Model 3 or Model X.

Elon stated that on a talk show this summer. Its why the Y launch was subdued, he didn't want to deep 6 Model 3 orders.

 

[StealthP3D]

Of course, it is obvious from the article that this is only a problem for electrical vehicles - gas was always plentiful

 

[KSilver2000]

When will, if ever, the industry and the car buying population properly label SUVs vs CUVs?

BTW, that baby X needs some bigger wheels to fill that wheel well better. I suggest 20" being the minimum.
Of course there are some who will want smaller wheels to keep the efficiency as high as possible. For those, maybe 15" is better.