Welcome Stockaholics!

We are a new and fast growing financial forum! Sign up for free and let's talk stocks!

  1. Do you want to help develop this community? We are looking for contributions from investors and traders like you! What stocks do you follow? What is hot right now? Sign up and get in on the ground floor of the newest, fastest growing financial forum!
    Dismiss Notice
  2. You will notice a live chat widget on the right. Click in to join us and lets hear about how you nailed that last UWTI trade!
    Dismiss Notice

TSLA - Tesla Inc

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

  1. B Russ

    B Russ Active Member

    Joined:
    Sep 25, 2017
    Messages:
    249
    Likes Received:
    156
    https://www.tesla.com/ns_videos/2019-tesla-impact-report.pdf

    interesting read for anyone interested.
    I particularly liked page 17. They generated almost $600 million in selling their extra greenhouse credits to ICE manufacturers. Said money is to be reinvested to build more EV factory space.

    its very fight club like, when they broke into the lypo clinic to make soap. And sell it right back to the lypo patients.:D:)
     
    TomB16 and T0rm3nted like this.
  2. The Brontide

    The Brontide Active Member

    Joined:
    May 15, 2020
    Messages:
    106
    Likes Received:
    50
    The 1k is just a pumped milestone. Partly influenced by the FOMO crowd and the little retail investors. Mostly by artificial pumping by the fed and alot of short covering.

    The whole market is upside down in logic, and it will eventually bite some butts.

    The million miles battery is just a coined phrase regarding increases in drivability range. The goal is cobalt-less batteries as it is commonly conflict country sourced. Plus the cell design structure and electrolytes desire improvement of old school lithium designs.

    And in comes a new partner, CATL.

    But forward thinking is also important. Cell temperature stability as well as capacity are expected.

    Even more forward, cell content recycling. This is going to be a huge moneymaker if made profitable or cost effective on re-use.

    But the bottom line imo, batteries will determine success or failure for a few of these corporate co-ops, like Ford and VW for example. Mostly by raw material supply and durability of the cells.

    Forget looking at the market price or cap. It isn't real. And anyone who bases their investment choices on valuation will miss the big picture. Tesla will be huge, awesome, and successful. But it certainly isn't the second largest auto company by size, but only is when looking at market capitalization.

    So how do I Invest in Tesla? I buy on rumor and sell on obvious emotional trends. If you are in a market like we are now, every price move is emotional and not often technical.

    Did the same on Virgin Galactic, and made over 435% in a few wonderful weeks. I knew it wasn't viable or logical prices. But young FOMO traders loved it for some reason. So I milked it for what it was worth.

    But I believe in Elon.
     
    T0rm3nted likes this.
  3. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    There have been several signs Tesla has an expanded source of batteries.

    Here's one. A 100kw model 3.
     

    Attached Files:

    T0rm3nted likes this.
  4. B Russ

    B Russ Active Member

    Joined:
    Sep 25, 2017
    Messages:
    249
    Likes Received:
    156
    Just read from the brokerage headlines, they trimmed $5k off my future blue model S. :D and are EPA approved at 402 mile range. Same battery, but tweeked a bit. Even more aerodynamic wheels, and weight savings in engineering.
     
  5. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    Any thoughts on Tesla paying a dividend, one day?
     
  6. The Brontide

    The Brontide Active Member

    Joined:
    May 15, 2020
    Messages:
    106
    Likes Received:
    50
    Yes it will happen.

    After,...

    Tesla dominates the whole industry and no longer in growth stage

    SpaceX goes public

    Elon lands on Mars

    Nuralink succeeds at a viable product

    Boring tunnels everywhere


    In other words, many many years, and that is up to Elon's fancy
     
    TomB16 likes this.
  7. B Russ

    B Russ Active Member

    Joined:
    Sep 25, 2017
    Messages:
    249
    Likes Received:
    156
    My shares only add up to double digitso_O. I would hope they keep the dividends till its split about 5 times:D
     
  8. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    I see Teslarati is just noticing Giga Nevada is starting an expansion. I posted it 3 weeks ago (May 28). Analysts are talking about changes that predate the pandemic.

    It has become clear to me, a privateer with reasonable (but not outstanding) intellect and an objective approach can live in a small town and be every bit as on top of what's going on at a major corporation as anyone on Wall Street.

    I literally don't think many of them do any research at all. They seem to just notice the price going up and up and start saying positive things, then when the price goes down and down, they say negative things. I'm not joking here.

    The information on this web site is better than anything out there. Also, we have avoided the conspiracies and fantasies other web sites have not.

    I tip my hat to the little guy. :cool:
     
    T0rm3nted and The Brontide like this.
  9. The Brontide

    The Brontide Active Member

    Joined:
    May 15, 2020
    Messages:
    106
    Likes Received:
    50
    Yes I agree to that.

    Fremont factory - operational as home base, r&d, and manufacturing

    Giga Nevada - operational as battery and drive train plant

    Shanghai giga - just recently operational as manufacturing

    New York plant - not operational as solar is being shutdown

    All operational plants on COVID process and not full capacity yet.


    Berlin plant- a year or more before becoming operational for manufacturing, r&d

    Texas plant - yet to finalize

    UK plant - just talks or rumors




    Point is the 1k per share is too high with the foresight of the future one or two or three years out before new expansion is online.

    My take, way overpriced for forward looking plans far down the road.

    The share price is viable, in a year or two when production and sales both, increase much more.
     
    T0rm3nted likes this.
  10. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    Here are some quick thoughts on self driving.

    With so many groups developing FSD, I was pretty sure a portion of these groups would turn out to completely fail and produce nothing of value. FSD is a bigger challenge than language translation was and countless development efforts ended in failure over three decades before someone finally cracked it. These days, we take it for granted.

    Tesla is developing FSD in real time and in full sight. No one else is has this high profile approach, although a few groups have demonstrated systems that seem to be mostly operational. These demos of a car driving itself successfully fool the public into thinking they are almost done. They aren't.

    Having a car drive around a test track or even a large neighbourhood is completely different than a car that can drive anywhere, any time, under any conditions. We've seen Model 3 successfully drive on roads with enough snow to obscure the lane markings, navigate construction zones, and interact with traffic. What's more, they do it in many countries.

    Having a car interpret what is going on in front of it for 95% of it's decision input is not even close to the same thing as GM's approach to using a localized database with ultra-high resolution detail. GM's cars work pretty well but they can't leave the confines of the area for which they have detailed data and they have to maintain that database like people's lives are counting on it.
     
  11. B Russ

    B Russ Active Member

    Joined:
    Sep 25, 2017
    Messages:
    249
    Likes Received:
    156
    Edit. Most my questions were answered when i read deeper.
     
  12. Auri

    Auri Member

    Joined:
    Apr 16, 2016
    Messages:
    863
    Likes Received:
    22
    Looks like TESLA & Ideanomics (IDEX) may be partnering in China down the line as Ideanomics announced the Tesla Model 3 as a Proof of Concept to fulfill its EV taxi sales orders they recently received.
     
    TomB16 likes this.
  13. The Brontide

    The Brontide Active Member

    Joined:
    May 15, 2020
    Messages:
    106
    Likes Received:
    50
    Tesla needs only a few hundred acres for a gigafactory. I am going to guess that maybe the high hundreds of acres for a terafactory.

    I have decided why (my best guess), of why Tesla obtained over 2000 acres in Texas with no agreement to build out a factory yet.

    Tesla will be entering the utility business with a vast solar farm coupled to a terapack battery station, in hot super sunny Texas.

    He already has everything he needs to do it in-house. But it isn't smart to locate one giant factory in one single location to build automobiles.
     
  14. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    This image of a Tesla dealership being held up is apparently of a celebratory nature.

    Tesla is pushing hard on deliveries for Q2.
     

    Attached Files:

  15. A55

    A55 Active Member

    Joined:
    Jun 28, 2020
    Messages:
    161
    Likes Received:
    25
    Tesla, as a car company, is lackluster. Cars sold in order with customers waiting for delivery. Owners unable to get parts, leaving cars in maintenance bay for 1 year and more. Inconsistent quality control where some cars are leaving the factory with defective paint and seats that aren't even bolted down.

    Then you have the car. What's the range? How long does it take to recharge?

    If I get in my Tesla, drive from San Francisco to Las Vegas, how far will I get? I won't make it. Then I have to hope and pray for a charging station somewhere on the side of the road. Now I am literally stranded for hours until I can continue my trip. I have to stop every 3 or 4 hours, to charge for 6 to 8 hours.

    If I live in an apartment in NYC, is my landlord going to install new special charger, just for me? Who pays for that? Does the electrician route the wiring to my meter, or is the landlord giving me 10 hours of free electricity every night? I can't park on the street and run an extension cord. If I rent a space in a garage, is the garage accommodating my charging?

    Is this DeLorean all over again?

    Great business model. Pumped up stock on speculative products.

    Sci-fi fantasy solar roof tiles. If you depend on just the solar roof tiles to power the charger, it takes 4 days to produce enough electricity to provide the car with a 10 hour charge.

    A tunnel which allows high speed travel for only 1 car at a time. It takes 3-5 minutes to lower your car In an elevator into the tunnel and get it in position. Then the car takes off like a rocket, exceeding 100 mph. You get to the other end of the tunnel in about 10 minutes. Another 3-5 minutes to get the car out of the tunnel with an elevator. Repeat the process for a car traveling in the opposite direction. Tunnel can service 4 cars an hour at best. Pull into the line, and you could wait an hour for your turn to ride the tunnel. Pray that there are no mechanical failures while you are in a tunnel going 100 mph.

    How many quarters has Tesla turned a profit?
     
  16. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    It sounds like a great opportunity for a short position on Tesla, A55. Are you short or do you have any call contracts?
     
  17. A55

    A55 Active Member

    Joined:
    Jun 28, 2020
    Messages:
    161
    Likes Received:
    25
    I'm old school. Buy & Hold. I only buy what I believe in. I have to like the product, and like the stock. I don't short stocks. So I don't own Tesla. Same way I don't own Beyond Meat. I don't like the product. No way it will replace meat. The world is not giving up meat. No way will the world ditch every car for a Tesla. I think Tesla is overvalued, and the price too high.
     
    TomB16 likes this.
  18. B Russ

    B Russ Active Member

    Joined:
    Sep 25, 2017
    Messages:
    249
    Likes Received:
    156
    The world wont give up every car for a tesla. U are correct. But the world will eventually give way to electric vehicles. Tesla is at the forefront....they do have no equals at this point and time...
     
  19. The Brontide

    The Brontide Active Member

    Joined:
    May 15, 2020
    Messages:
    106
    Likes Received:
    50
    Cali just mandated by 2024? That all vans and semi trucks sold will be electric.
     
  20. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    1,514
    Likes Received:
    656
    The reason I asked about calls or a short position is that I was wondering why you came in here and wrote a nine paragraph anti-Tesla post. You obviously have some strong feelings on the topic.

    There is a certain demographic that actively dislike Tesla. You appear to fit into that demographic. Understanding what drives this sentiment might shine some light into Tesla's potential customer base.

    Whatever the case, it's nice to see a new member posting. Welcome. :)
     

Share This Page