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TSLA - Tesla Motors Inc (NASDAQ)

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Competition isn't really close at all.
Tesla's gigafactories about to pump out a lot more vehicles. Tesla also makes a huge profit on cars sold.

The only downside is that musk is a mouthy bugger. It's possible I'm missing something but Tesla looks like a money machine with a lot of future growth.
 
Not to mention Teslas lead in charging infrastructure, and their stationary power storage business.
 
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Tesla’s New 500-Mile-Range Semi Trucks Defy Skeptics​


By Sam Korus | @skorusARK
Director of Research, Autonomous Technology & Robotics​

Last week, Tesla delivered to PepsiCo the first in a 100-vehicle fleet of heavy-duty electric semi trucks with a driving range up to 500 miles.

Tesla demonstrated that, fully loaded, its semi truck made a 500-mile trip without recharging, thanks in part to its impressive regenerative braking capability. The semi truck traveled up and down the 4136 ft. Grapevine Mountain, which barely changed the slope of the battery usage curve, as shown below.

Source: Lambert, F. 2022 (https://electrek.co/2022/12/01/tesla-semi-delivering-disruptive-electric-truck/).

For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security.

During the event, Tesla also disclosed the Cybertruck’s charging power. According to ARK’s research, Wright’s Law can forecast improvements in electric vehicle charging rates, as shown below. A useful metric that incorporates the efficiency, range, and power capabilities of battery systems is miles of range added per minute charged. Importantly, both the semi truck and the Cybertruck use 1 MW chargers. If it does deliver the Cybertruck with charging power as disclosed at this event, then Tesla could reach the EV performance that ARK had projected for 2026 in 2023, three years ahead of schedule!

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Media ran some fake news about Tesla cutting its China factory workforce by 20%.
Wonder who paid them off from their short position profits.

One of the reasons to be careful when its a targeted stock by political leaners.
 
Breaking down again. Had $150 as a target but honestly didn't think it would get there at the time. Can still go lower from here. I'll try and swing trade a few more free carries.

I don't think there's much rush at the moment. Between Fed jacking rates and Elon p1ssing everyone off on twitter it's probably the perfect storm of bad news.
 
Accord ng to this Tesla Form 4 , Elon Musk files a Form 4 sale notice this week that he sold nearly 3. billion dollars worth of shares between November 12th and 14th,
Will be interesting to see if there are follow up form 4 notices.
Is Elon feeling the pinch??
Mick
 
He needs to get his fat ar5e off twitter. It's a huge distraction.
 
Probably needs the money to keep twitter going. This vanity buy is destroying him.
It's also trashing the Tesla brand.

His perception as cool helped the brand, his new persona has the opposite effect.
 
Knobby22 said:
Probably needs the money to keep twitter going. This vanity buy is destroying him.
It's also trashing the Tesla brand.

His perception as cool helped the brand, his new persona has the opposite effect.
Click to expand...
A US analyst:
"The Twitter nightmare continues as Musk uses Tesla as his own ATM machine to keep funding the red ink at Twitter which gets worse by the day as more advertisers flee the platform with controversy increasing driven by Musk.

“When does it end? This remains the worry on the Tesla story as Musk has managed to change the narrative of Tesla from the fundamental [electric vehicle] transformation story to a ‘source of funds’ funding the Twitter turnaround ...."
 
While I agree that this Twitter thing is a bit of a mess, and I am not following it closely.

I feel the Analyst saying he is using Tesla as an ATM is misleading, that gives the impression he is taking cash from Tesla’s Accounts, instead of selling some shares.

He is perfectly within his rights to sell some of his shares to fund his next idea, who out of us hasn’t done that?
 
This is the problem. There are multiple misleading story's being written because it's assumed he has gone "right wing".
Many publications that have a strong political bias are going after him. It's an attempted take down in real time.

So the bigger problem is the optics being created
 
yeah it's looking 'black'.... atm.

*megapack
* Vehical charging network... worldwide
*insurance platform
*current cash generation
*cash at hand
*growing VPP for domestic users. US.
*the smart heads still don't want to work anywhere else (they do but you know what I mean)

then ...
What are the economics of the Semi going to look like in 12 months to Buyers?
same goes for autonimous driving and the ramp of In-house battery production.
The implications of IRA.
And if the Robot takes over? its first job will be to have a talk with Musk; maybe then he'll listen...

But it's always darkest just before .... it goes pitch black....
 
The danger period for Tesla was years ago when the Media loved Musk and helped pump Tesla. But today they generate billions of positive cashflow each quarter which is more than enough to cover their investing and financing costs. They hold roughly $20 billion in cash with about $33 billion liabilities and although the growth might not be there to support the stratospheric valuations, I don't think the company is anywhere near financial trouble anymore. But that won't stop the media from claiming the sky is falling. Tesla cashflows from the last quarterly:


Doubt he's feeling the pinch. He's probably just smart enough to realize long-term Tesla is not going to maintain a trading multiple that's literally 5 to 10 times higher than that of Ford, or Toyota. Take $5 billion out today before it becomes $1 billion in 2 years.
 
People should also be happy that he is selling some stock, because every time he does it triggers a capital gains tax event.

He could just do what every other billionaire does and just borrow against the stock indefinitely avoiding the CGT event.
 
Value Collector said:
People should also be happy that he is selling some stock, because every time he does it triggers a capital gains tax event.
Click to expand...
Elon is a brilliant business leader. He will realise soon (if not already) that his polarising political views are hurting customer perceptions of $USTSLA EVs,” Gary Black, who runs the Tesla investor Future Fund, tweeted.

“Customers don’t want their cars to be controversial. They want to be proud as hell to drive them - not embarrassed,” Black said.

Elon Musk is now losing his grip on Tesla and Twitter

There is no doubt he is one of the world’s great visionaries but Elon Musk is risking the electric carmaker jewel in the crown of his business empire, as he obsesses over his social media company.
www.theage.com.au
 
What's being pushed:

Teslas are the new maga hat

Tesla build quality.

Relentless onslaught on social media.

Possibly a cheap entry, or a huge dent to the brand. Amusing that it's got this far.
 
JohnDe said:
Savings over the past 31 days
Click to expand...
This E.V driving certainly is cheap @JohnDe , I've done 2,300km I charge at home and align charging current with solar P.V generation so theoretically it isn't costing.
I have put in 1 paid for charge to make sure the chargefox app is working and that was $2.28 on the 7th Oct, so that is my running cost up until today. $2.28 I can't complain.
 
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