TSLA - Tesla Motors Inc (NASDAQ)

[Value Collector]

SHANGHAI -- Chinese electric-vehicle startup NIO Inc. unveiled its fourth production model Saturday, as it prepares to face the challenge of Tesla Inc.'s locally built Model Y crossover, which launches in China in the coming weeks.

These electric car companies that are going to pop up over the next 10 years are not going to take market share off Tesla, they will take market share away from ICE cars.

think of it like the smart phone business, Apple continued to grow its Phone business year after year until the non smart phone business was dead, even though others copied them, the copy cats just increased the rate of decline in the non smart phones.

 

[orr]

Dylon Lumas, today, on his 'Electrified' YouTube, has some, condensed audio of Ron Barron's thoughts on TSLA's medium/long outlook on automotive, battery, energy and tech from an interview done a couple of days back. Ron runs about 7mins of 10min video.
For those interested search YouTube 'Ron Barron Tesla Stock'

 

[noirua]

The justification of Tesla’s share price - The Bull

Elon Musk is now the world’s richest person, edging out previous title holder Amazon’s Jeff Bezos. His rocketing fortune is due to the booming share price of Tesla, the maker of electric vehicles and clean energy technologies. In the past week Tesla’s share price surpassed US$880, ten times its...

thebull.com.au

 

[noirua]

Ford takes fight to Tesla with US$29bn invest into electric and autonomous vehicles

Ford Motor Company (NYSE:F) laid out aggressive investment plans as it looks to battle Tesla in the electric and autonomous vehicles sector. The car maker...

www.proactiveinvestors.co.uk

 

[Value Collector]

Ford takes fight to Tesla with US$29bn invest into electric and autonomous vehicles

Ford Motor Company (NYSE:F) laid out aggressive investment plans as it looks to battle Tesla in the electric and autonomous vehicles sector. The car maker...

www.proactiveinvestors.co.uk

When ford said this

“If EVs continue to quickly gain favor, especially with commercial customers, we want to be clear that we will not cede ground to anyone,” John Lawler, Ford chief financial officer said on a call following the Q4 results.

It's like Nokia mobile phones say something like "Yeah, if touch screen smart phone things that apple are making take off, we will not cede ground to anyone"

If they are waiting to see whether Ev's continue to gain favour, they have already ceded so much ground to Tesla that they probably will never catch up, I mean the only thing slowing Tesla down is building battery production fast enough, now if ford is not already developing battery factories and working on their self driving software, how are they ever going to catch up???

 

[Dona Ferentes]

(US$3000, by the way)

 

[The Triangle]

When ford said this

“If EVs continue to quickly gain favor, especially with commercial customers, we want to be clear that we will not cede ground to anyone,” John Lawler, Ford chief financial officer said on a call following the Q4 results.

It's like Nokia mobile phones say something like "Yeah, if touch screen smart phone things that apple are making take off, we will not cede ground to anyone"

If they are waiting to see whether Ev's continue to gain favour, they have already ceded so much ground to Tesla that they probably will never catch up, I mean the only thing slowing Tesla down is building battery production fast enough, now if ford is not already developing battery factories and working on their self driving software, how are they ever going to catch up???

Still waiting on this bubble to burst. Until then - Why doesn't Tesla just raise a hundred billion or so at a huge discount? They would be completely protected against future problems.

Microsoft, Apple, Google, Facebook - they all more or less required people to use the same platforms to be able to communicate. If you have an Iphone, and I have an Iphone - it makes things much easier for us. Messenger, same apps, etc. Take a ford badge and put it on a tesla and most people would not know the difference.

 

[Value Collector]

Still waiting on this bubble to burst. Until then - Why doesn't Tesla just raise a hundred billion or so at a huge discount? They would be completely protected against future problems.

Microsoft, Apple, Google, Facebook - they all more or less required people to use the same platforms to be able to communicate. If you have an Iphone, and I have an Iphone - it makes things much easier for us. Messenger, same apps, etc. Take a ford badge and put it on a tesla and most people would not know the difference.

I don’t think Tesla needs any more financing, they are producing cashflow from operations, and have about $5 Billion is additional funding already lined up to continue building the factories they have in progress.

If you put a Ford badge on a Tesla, people would say “Holy sheet this is the best Ford I have ever driven, I want one of these”.

I guess most people wouldn’t be able to identify an iPhone from a Samsung, that is until the tried to use it.

 

[noirua]

Tesla’s move in New Caledonia highlights just how strategic big nickel assets are likely to become

It may be that it requires a man of the stature of Elon Musk to sort out some of the mining industry’s most intractable woes. Given his profile on some...

www.proactiveinvestors.co.uk

 

[basilio]

A bit of boasting from Tesla.

Cars​

Tesla Model S Plaid Sets A New 1/4 Mile Record: 9.23 Seconds​

By
Johnna Crider


Published
3 hours ago



Tesla’s Model S Plaid recently set a new record for the fastest quarter-mile time of any production car, reports Drive Tesla Canada. The official record time was set on May 11, 2021, at the Autoclub Famoso Raceway in Bakersfield — four hours south of Tesla’s Fremont factory. The article noted that an attendee at the even told them that the Midnight Silver Model S Plaid set an official time of 9.23 seconds with a trap speed of 152.16 miles per hour.
This beat the previous record of 9.4 seconds that was held by the Bugatti Chiron Sport, which, at a base price of $3,260,000, is a bit pricier than the Tesla Model S Plaid, which starts at a measly (in comparison) $119,990. The time set by the Tesla is also almost a full half-second quicker than the second fastest car, the Porsche 918 Spyder.

Tesla Model S Plaid Sets A New 1/4 Mile Record: 9.23 Seconds - CleanTechnica

Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! Tesla’s Model S Plaid recently set a new record for the fastest quarter-mile time of any production car, reports Drive Tesla Canada. The official record time was set on May 11, 2021, at the ... [continued]

cleantechnica.com

 

[noirua]

On May 7, the day before Musk made his appearance on SNL, Tesla stock was sitting at $669. In the week since, the stock has declined 14% to sit around $573. According to Forbes estimates, this sudden drop has seen Musk’s $166-billion net worth plunge by $20 billion down to around $145.5 billion.
URL unfurl="true"]https://cointelegraph.com/news/elon-musk-loses-20b-since-snl-as-michael-saylor-comes-out-firing[/URL]

 

[Value Collector]

A bit of boasting from Tesla.


View attachment 124280

Cars​

Tesla Model S Plaid Sets A New 1/4 Mile Record: 9.23 Seconds​

View attachment 124281



By
Johnna Crider


Published
3 hours ago



Tesla’s Model S Plaid recently set a new record for the fastest quarter-mile time of any production car, reports Drive Tesla Canada. The official record time was set on May 11, 2021, at the Autoclub Famoso Raceway in Bakersfield — four hours south of Tesla’s Fremont factory. The article noted that an attendee at the even told them that the Midnight Silver Model S Plaid set an official time of 9.23 seconds with a trap speed of 152.16 miles per hour.
This beat the previous record of 9.4 seconds that was held by the Bugatti Chiron Sport, which, at a base price of $3,260,000, is a bit pricier than the Tesla Model S Plaid, which starts at a measly (in comparison) $119,990. The time set by the Tesla is also almost a full half-second quicker than the second fastest car, the Porsche 918 Spyder.

Tesla Model S Plaid Sets A New 1/4 Mile Record: 9.23 Seconds - CleanTechnica

Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! Tesla’s Model S Plaid recently set a new record for the fastest quarter-mile time of any production car, reports Drive Tesla Canada. The official record time was set on May 11, 2021, at the ... [continued]

cleantechnica.com

I already have a piggy bank building up for this one, my wife wants our next car to be a model Y though.

 

[Dark1975]

That's a smart bet , From the man that picked the housing bubble..
I hope ellon has alot of doge coin in his piggy bank..lol

 

[greggles]

That's a smart bet , From the man that picked the housing bubble..
I hope ellon has alot of doge coin in his piggy bank..lol

I think it's a good call. Tesla is one of the most bloated stocks in a very bloated market with a PE Ratio of 576.83. I can't see how this is sustainable.

 

[cutz]

That's a smart bet , From the man that picked the housing bubble..
I hope ellon has alot of doge coin in his piggy bank..lol

Interesting article but the reporters forgot to mention that the long put position doesn't become 530 million short delta dollars until they are deep in the money, ( other factors also involved but can save it for the options threads )

The long put strike price and expiration haven't been revealed and apparently the fund has also sold lower strike puts at a higher implied vol so effectively the short delta dollar on the position may be many times smaller than what is implied in the screenshot.

 

[Value Collector]

Interesting article but the reporters forgot to mention that the long put position doesn't become 530 million short delta dollars until they are deep in the money, ( other factors also involved but can save it for the options threads )

The long put strike price and expiration haven't been revealed and apparently the fund has also sold lower strike puts at a higher implied vol so effectively the short delta dollar on the position may be many times smaller than what is implied in the screenshot.

Yep, Also he has been short Tesla since it was less than $400, I bought my Tesla shares at around $420 and it had already been in the News that Burry had a large short position against it.

I think he must be sweating on that position now, he would already be carrying large losses on it.

 

[cutz]

Yep, Also he has been short Tesla since it was less than $400, I bought my Tesla shares at around $420 and it had already been in the News that Burry had a large short position against it.

I think he must be sweating on that position now, he would already be carrying large losses on it.

Hi,

That's cool but the point I was trying to make was that the headline short position may have been grossly overstated.

 

[Dona Ferentes]

Local makes good:

One of the few employees on the AFR Rich List and current worth of $688M

Robyn Denholm is a rare employee, as opposed to business owner, to make the Rich List.

She got her first taste of high finance handling the accounts at her parents' service station in Milperra, a western Sydney suburb. Accountancy qualifications followed before stints at Arthur Andersen, Toyota Australia and American IT giants Sun Microsystems and Juniper Networks, which brought her to the attention of the board of an up-and-coming electric car maker called Tesla.

Denholm was tapped to become a non-executive director at Elon Musk's baby in 2014, while simultaneously running operations at Telstra.

She then replaced Musk as Tesla's chairman in 2018, earning stock options along the way which have soared as Tesla became a market darling.

 

[basilio]

This analysis of the big step changes in production and costs of the Model Y was an eye opener.

Certainly highlights how far ahead Tesla is with electric cars compared to other carmakers. - and seemingly pulling away.

 

[orr]

The following gives a depth of understanding on pure Vision based FSD...