TSLA - Tesla Inc

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Administrator, Mar 21, 2016.

  1. Edson wag

    Edson wag Member

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  2. Edson wag

    Edson wag Member

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  3. Spud

    Spud Well-Known Member

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    Well done.
     
  4. TomB16

    TomB16 Well-Known Member

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    BYD has vertically integrated shipping into their business. BYD seems to be trying to out vertically integrate Tesla.
     
  5. TomB16

    TomB16 Well-Known Member

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    Hey, Spud. Are you sailing in this strong Tesla wind?
     
  6. Spud

    Spud Well-Known Member

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    Yes sir. Well into the comfort zone. Keeping the powder dry. Screenshot_20220802-120027_Google.jpg
     
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  7. TomB16

    TomB16 Well-Known Member

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    Does anyone remember when the Chevy Bolt beat the Tesla 3 to market in 2017? GM was going to burry Tesla.

    At least the Tesla killer chat has mostly gone away. There is still far more than justified, though; which is... some. :D

    Mary Barra is still talking, though. :D
     
    #3207 TomB16, Aug 2, 2022
    Last edited: Aug 2, 2022
  8. AJAskey

    AJAskey Member

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    FYI - latest TSLA fundies.
     

    Attached Files:

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  9. Spud

    Spud Well-Known Member

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    Still sailing on a 24% gain. This one throws tempur tantrums and makes some crazy moves. Being this far ahead in a new position is easy on the nerves. This is the only position I own in this account other than some cash.Looking forward to the meeting and more needed news. The 3 for 1 split should easily pass, don't see any major obstacles. Moving forward the remainder of this year should be rewarding.

    744.15. presplit
    248.05 aftersplit

    If we can stay above these numbers, life is good. If not it's spam and crackers.
     
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  10. Spud

    Spud Well-Known Member

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    Time to burp the baby after the big feast.
     
  11. StockJock-e

    StockJock-e Brew Master
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    Everybody loves a nice split!
     
  12. Spud

    Spud Well-Known Member

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    Another day in paradise.
     
  13. TomB16

    TomB16 Well-Known Member

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    Tesla just signed the biggest nickle supply contract in history that allocates a significant ratio of the global nickle supply. From what I can tell, this will create a three year battery supply problem for their competitors.

    We have seen what a 15% semiconductor supply reduction can do to supply chains. I expect this to be similar on the battery side.

    I'm not sufficiently familiar with nickle mining to have any insight into how quickly the industry can ramp supply so perhaps this is no big deal. My money says it is a big deal, though.

    When EV manufacturers trying to ramp, they are going to be limited by cell supply. Worse, demand problems will drive up battery prices at a time when EV builders are already building cars below cost.
     
    #3213 TomB16, Aug 9, 2022
    Last edited: Aug 10, 2022
  14. StockJock-e

    StockJock-e Brew Master
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    Crazy amount of EVs China is buying:

    upload_2022-8-9_15-12-47.png
     
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  15. TomB16

    TomB16 Well-Known Member

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    That will be coming here, soon.

    Soon, it will be difficult to sell an ICE vehicle because everyone will want EV. I know there are some sharp disagreements with this position but it will go the same path as the iPod. The iPod was crap compared to cassette Walkman until people realized how much better it was. Mindset change takes time but there will be a sharp tipping point from "I don't like change." to "Me too."
     
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  16. Spud

    Spud Well-Known Member

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    I'm satisfied.
     
  17. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    I'm just looking forward to having nice quiet roads with all the EVs about. Waaaay too many pickups, muscle cars, and motorcycles who floor it around here :duh:
     
    #3217 roadtonowhere08, Aug 9, 2022
    Last edited: Aug 10, 2022
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  18. TomB16

    TomB16 Well-Known Member

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    As far as I know, the only two companies making money on electric vehicles are Tesla and BYD.

    BYD is now a battery supplier to Tesla in Shanghai.
     
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  19. StockJock-e

    StockJock-e Brew Master
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    I too live near a busy intersection :D
     
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  20. TomB16

    TomB16 Well-Known Member

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    It looks like Tesla is going to use BYD blade batteries in a Berlin made model Y variant. Shipments have already started.

    Given the number of battery suppliers and pack variations, it looks like Tesla is looking for cells between couch cushions to build into a car. They must be massively cell constrained.
     

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