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TSLA - Tesla Inc

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

  1. StockJock-e

    StockJock-e Brew Master
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    Well done boys!

    Now all the investigators have to do is find who made the big put trades and mystery solved! :D
     
  2. TomB16

    TomB16 Active Member

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    This fire is suspect for many reasons.

    It appears to be in the basement of a parking garage. I'm going to go out on a limb and speculate the car was outside of LTE coverage due to it's location, preventing Tesla from monitoring the situation in real time.

    Teslas have a black box. Hopefully, the box is still intact and recoverable so Tesla can do further analysis.

    It would be a shame if that black box were to have gotten lost...
     
    StockJock-e likes this.
  3. AverageJoesTrades

    AverageJoesTrades Well-Known Member

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    The name is Sherlock.... Sherlock Holmes
     
  4. TomB16

    TomB16 Active Member

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    Autonomy day is extremely fertile ground.

    Power consumption is of particular interest. Power consumption is constant for FSD (full self driving) while power consumption for locomotion varies with speed. Because of this, the range impact of a self driving car varies with speed. On the freeway, FSD will have minimal impact to rage. In a traffic jam, FSD could use more power than locomotion.

    For this reason, Tesla believes their custom hardware and software platform has a tremendous power advantage over generalised solutions.

    I don't fully understand why Tesla is going through such gruelling detail on their hardware and software platform. They literally did a breakdown of on-die components of their neural net accelerator.

    BTW, it's 14 nano FinFET with 6B transistors, for those who care...
     
  5. TomB16

    TomB16 Active Member

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    Elon just indicated Tesla will introduce a battery pack next year that will be validated for 1M miles of operation. That's about double the current expected longevity.

    Maxwell for the win.

    Meanwhile, media sources continue to discuss a car fire in a Shanghai parking garage.
     
  6. StockJock-e

    StockJock-e Brew Master
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    If true, then revolution has truly begun.

    Just need to speed up the charging time and make them less explodey!
     
  7. TomB16

    TomB16 Active Member

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    The cars will always catch fire when alt-right people sabotage them. Not as much as gas cars, of course, but they will burn, all the same.

    The Shanghai fire could be real but it's more than a little suspect. Even if real, Tesla still has the lowest rate of fires in the business.

    The revolution began some time ago. The back markers have been too caught up in trying to crap on Tesla to know what's happening.

    To objective people, this video comes as no surprise.



    Oddly, this video demonstration of FSD is just the beginning. It is going to be excruciatingly difficult for others to catch up to Tesla.

    I suspect the reason Waymo is using Chrysler gas cars is because their FSD system is going to be real energy thirsty. To have FSD and still have strong range is a feat. Game. Set. Match.
     
  8. Kat

    Kat Member

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    Tesla Motors is at the bottom of its trading range. Maybe it's time to buy soon. But I would have waited for the stochastic below 20. Tesla can still update the lows.
    Weekly
    2018-08-26_192450.png
     
  9. emmett kelly

    emmett kelly Well-Known Member

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    Paid $4.05 a gallon for 87 octane out here on the left coast today. That should help the EV cause, assuming it is cheaper to buy electricity than gas. Oh, and we don't even get a kiss or a reach around while we're getting screwed.
     
    #849 emmett kelly, Apr 24, 2019
    Last edited: Apr 24, 2019
  10. TomB16

    TomB16 Active Member

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    Earnings call comments were in pretty stark contrast with media reports over the quarter.

    Model S/X delivery reductions were caused by re-tooling for the S/X upgrades, according to Tesla.

    Maxwell purchase to be complete by mid June.

    Predicted two more years of marginal profitability.

    Meanwhile, Panasonic Japan has upgraded manufacturing lines to allow production of 2170 cells. This could be for supply to GF3 and/or it could mean the S/X is being upgraded to 2170.
     
    #850 TomB16, Apr 25, 2019
    Last edited: Apr 25, 2019
  11. TomB16

    TomB16 Active Member

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    In other EV news, Rivian has been given a $0.5B cash injection from Ford in exchange for helping develop an eF150.

    Audi just revised down production targets for the eTron. This, after a year of delays.

    Despite every major manufacturer being terribly late and struggling with EV production, the same old story about how Tesla will be put out of business by the majors, as soon as they take notice and start producing EVs in volume never before seen. I wish those people would short Tesla. I could use the money.
     
  12. TomB16

    TomB16 Active Member

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  13. TomB16

    TomB16 Active Member

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    GF3 status:

    It appears the lower level roof structure is complete. The smaller, upper level, structure appears to be 50% complete. Overall, the roof structure is about 85% complete.

    Roof sheathing doesn't look much further along than a week ago. Sheathing is perhaps 20% complete.

    The perimeter driveway is also complete.

    I don't know how far around this building will be in 1 month, when Tesla plans to start moving in equipment. It seems like a long shot it will be ready, but not inconceivable.
     
  14. Lonnie Ray

    Lonnie Ray Active Member

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    Some people can't separate their emotional ties to this company from their rational thoughts about monetary preservation. After we saw they could not meet all deliveries for the 1Q you knew the earnings would not be positive. Could have sold then and bought back at much cheaper prices.
     
  15. TomB16

    TomB16 Active Member

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    I'm going to share a long term investor perspective of this downturn.

    I've never sold a share. The last stock I purchased was at $258 (a few weeks ago).

    The fundamentals of Tesla are stronger now than they were a year ago. Lies about Tesla are up 10 fold, year on year. This looks like a great time to make money off alt-right bears.

    - Model 3 sales outstrip supply (Tesla now owns the luxury car segments in many countries)
    - Model S/X sales were down in Q1, based on re-tooling for the new drivetrain, suspension, etc.
    - Maxwell sale is expected to close around the middle of May
    - Full self driving has been demonstrated
    - Elon has indicated a 1M mile capable battery pack will be in production next year
    - The energy storage product line is no longer starved for cells
    - GF3 is expected to be online before the end of the year
    - Supercharger network is now over 12,000 charge points and expanding rapidly (this network has no peer)
     
  16. Onepoint272

    Onepoint272 Well-Known Member

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    To me it doesn't look good for TSLA in the long term. Just look at all that supply of stock trading in this market over the last year in the right hand side of this almost 2-year-old trading range. It suggests distribution to the public. Price can't rise significantly with all that stock sloshing around in the marketplace. I expect that the price needs to go down further until large-enough interests are interested in taking significant positions, locking it away, and making the stock scarce.

    Weekly bars:
    upload_2019-4-26_21-29-22.png
     
    #856 Onepoint272, Apr 26, 2019
    Last edited: Apr 26, 2019
    bigbear0083 and T0rm3nted like this.
  17. Onepoint272

    Onepoint272 Well-Known Member

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    Shorter term, TSLA is at the demand line of the shorter-term downtrend channel (red) but it appears like it will undershoot it. The ease of movement is down. Fryday showed slightly more volume than Thursday and also had a slightly larger price range and it closed low-range for the day, so there's no evidence of demand starting to overcome supply yet.

    Daily bars:
    upload_2019-4-28_0-30-58.png
     
    #857 Onepoint272, Apr 28, 2019
    Last edited: Apr 28, 2019
    T0rm3nted likes this.
  18. TomB16

    TomB16 Active Member

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    If anyone is interested in the status of GF 3 from a couple of days ago, this 1 minute video will bring you up to speed. Roof sheathing is nearing completion while much of the wall purlins have been installed preparing for siding.

     
    T0rm3nted likes this.
  19. TomB16

    TomB16 Active Member

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    Goldman Sachs just revised their rating on Tesla. The new rating is "Equal weight" at $230.

    For Goldman to not crap on Tesla, something unreal must be about to happen....
     
  20. TomB16

    TomB16 Active Member

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    We're all sick of me prattling on about Tesla, including me, but the biggest obstacle Tesla currently faces is the Shanghai rainy season.

    If GF3 isn't weather tight in the next three weeks, or so, it could mean huge delays which will bring significant financial penalty.

    Currently, the project is looking marginal on that timeline.
     

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