Guest jalebijim Posted May 31, 2020 Share Posted May 31, 2020 The instantaneous launch window opens at 4:33 p.m. EDT, or 20:33 UTC, with backup instantaneous launch opportunities available on Saturday..... About time we stopped paying the Russians $4 billion! Wishing the astronauts a safe journey. Go USA! Very exciting. Safe travels! Launch scrubbed for weather Standing down from launch today due to unfavorable weather in the flight path. Our next launch opportunity is Saturday, May 30 at 3:22 p.m. EDT, or 19:22 UTC I was watching the launch live and my palms were sweaty. Such a great day for the USA and Elon Musk/SpaceX. https://publish.twitter.com/?query=https%3A%2F%2Ftwitter.com%2FSpaceX%2Fstatus%2F1266861421716889600&widget=Tweet https://publish.twitter.com/?query=https%3A%2F%2Ftwitter.com%2FSpaceX%2Fstatus%2F1266862447123591169&widget=Tweet Link to comment Share on other sites More sharing options...
Liberty Posted June 1, 2020 Share Posted June 1, 2020 Tesla stock back near all-time highs... Also, good video of cold weather testing in Alaska for the Y and 3: Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 1, 2020 Share Posted June 1, 2020 The instantaneous launch window opens at 4:33 p.m. EDT, or 20:33 UTC, with backup instantaneous launch opportunities available on Saturday..... About time we stopped paying the Russians $4 billion! Wishing the astronauts a safe journey. Go USA! Very exciting. Safe travels! Launch scrubbed for weather Standing down from launch today due to unfavorable weather in the flight path. Our next launch opportunity is Saturday, May 30 at 3:22 p.m. EDT, or 19:22 UTC I was watching the launch live and my palms were sweaty. Such a great day for the USA and Elon Musk/SpaceX. https://publish.twitter.com/?query=https%3A%2F%2Ftwitter.com%2FSpaceX%2Fstatus%2F1266861421716889600&widget=Tweet https://publish.twitter.com/?query=https%3A%2F%2Ftwitter.com%2FSpaceX%2Fstatus%2F1266862447123591169&widget=Tweet My heart was beating rapidly the whole. Glad the astronauts are safe. I'm not a space nerd but what amazing thing to witness Link to comment Share on other sites More sharing options...
Ballinvarosig Investors Posted June 8, 2020 Share Posted June 8, 2020 TSLA at record highs, NKLA up 90% in one day. Link to comment Share on other sites More sharing options...
SHDL Posted June 9, 2020 Share Posted June 9, 2020 TSLA at record highs, NKLA up 90% in one day. They should declare bankruptcy tomorrow, their stocks should go up 10x within a day if they do. Link to comment Share on other sites More sharing options...
Guest jalebijim Posted June 9, 2020 Share Posted June 9, 2020 Car sales in China rose last month for the first time in almost a year and Teslas were the top selling new-energy vehicles with more than 11,000 units sold. https://business.financialpost.com/transportation/autos/tesla-rallies-above-february-record-on-china-sales-recovery Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 10, 2020 Share Posted June 10, 2020 You can't make this stuff up, it's like clockwork: https://www.tesmanian.com/blogs/tesmanian-blog/rumor-tesla-semi-trucks-now-ready-for-volume-production edit: yesterday, 40k weekly 1.000$ calls traded and today there is this semi leak and an upgrade from Wedbush with a 1.000 price target, must have been coincidence ::) Link to comment Share on other sites More sharing options...
Liberty Posted June 10, 2020 Share Posted June 10, 2020 Above $1,000/share. Shorting is a hard way to make money... Link to comment Share on other sites More sharing options...
Guest jalebijim Posted June 11, 2020 Share Posted June 11, 2020 Above $1,000/share. Shorting is a hard way to make money... Yup! There is a reason Buffet et al never short stocks. Humanity has gone from living in caves to launching reusable rockets. There will be bumps in the road, but our ability to adapt and innovate has been spectacular. Stocks in aggregate = humans hopes and ability to innovate. Link to comment Share on other sites More sharing options...
Guest jalebijim Posted June 11, 2020 Share Posted June 11, 2020 Berlin factory construction moving forward rapidly. Possible architects spotted on the site. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 12, 2020 Share Posted June 12, 2020 What a shocker: https://electrek.co/2020/06/11/tesla-cancelling-solar-roof-orders-after-years-deposits/ Tesla ended up running into many issues testing the longevity of the roof, and they made several changes leading to the launch of Solar Roof V3 late in 2019. At that time, they started ramping up production and went on a massive hiring spree for roofers to be able to install the solar roof tiles in more markets around the US. Following those moves, we have seen an increase in solar roof installations, but Tesla is also now canceling many solar roof orders. We received reports from several people who ordered a solar roof, and they are now being told that Tesla doesn’t cover their region. But I'm sure the semi-trucks Elon emailed his employees about a couple of days ago will be in production in x years.. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 16, 2020 Share Posted June 16, 2020 https://www.fool.com/investing/2020/06/14/tesla-model-y-deliveries-expand-beyond-the-us.aspx The Model Y's rollout to the country following the first U.S. deliveries of the vehicle happened much faster than the time it took the Model 3 to first make its way to Canada, highlighting the electric-car maker's accelerated pace of execution. Alternative reading: there is not that much demand for the Model Y in the US ;) Link to comment Share on other sites More sharing options...
Liberty Posted June 16, 2020 Share Posted June 16, 2020 Charts showing battery degradation over time: https://electrek.co/2020/06/12/tesla-data-battery-degradation-limited-mileage-packs-equal/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 16, 2020 Share Posted June 16, 2020 https://www.cnbc.com/2020/06/15/tesla-cuts-price-of-2020-model-s-long-range-plus-says-range-improved.html Tesla cuts price of Model S Long Range Plus, says EPA-rated range improved to 402 miles Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 17, 2020 Share Posted June 17, 2020 https://electrek.co/2020/06/16/tesla-model-y-quality-issues/ We covered the Model 3 launch closely and it certainly wasn’t without quality issues, but it was nothing like the reports I am seeing for Model Y these days. Link to comment Share on other sites More sharing options...
arcube Posted June 17, 2020 Share Posted June 17, 2020 Wow! This is brutal. I will sell all of my TSLA holdings like I sold all my AAPL when the Apple Maps fiasco happened and when antennagate happened! How come, I expected perfection in the first roll out and massive ramp up in Model Y. Thanks and best regards. https://electrek.co/2020/06/16/tesla-model-y-quality-issues/ We covered the Model 3 launch closely and it certainly wasn’t without quality issues, but it was nothing like the reports I am seeing for Model Y these days. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted June 17, 2020 Share Posted June 17, 2020 Wow! This is brutal. I will sell all of my TSLA holdings like I sold all my AAPL when the Apple Maps fiasco happened and when antennagate happened! How come, I expected perfection in the first roll out and massive ramp up in Model Y. Thanks and best regards. https://electrek.co/2020/06/16/tesla-model-y-quality-issues/ We covered the Model 3 launch closely and it certainly wasn’t without quality issues, but it was nothing like the reports I am seeing for Model Y these days. Don’t forget when Steve Jobs refused to allow Flash on iOS or the options backdating scandal where SEC got involved with Jobs and Apple board—a major short opportunity of AAPL in the early 2000s! Link to comment Share on other sites More sharing options...
arcube Posted June 17, 2020 Share Posted June 17, 2020 Decided to buy NKLA. Those vehicles have no issues at all because they don’t exist! Wow! This is brutal. I will sell all of my TSLA holdings like I sold all my AAPL when the Apple Maps fiasco happened and when antennagate happened! How come, I expected perfection in the first roll out and massive ramp up in Model Y. Thanks and best regards. https://electrek.co/2020/06/16/tesla-model-y-quality-issues/ We covered the Model 3 launch closely and it certainly wasn’t without quality issues, but it was nothing like the reports I am seeing for Model Y these days. Don’t forget when Steve Jobs refused to allow Flash on iOS or the options backdating scandal where SEC got involved with Jobs and Apple board—a major short opportunity of AAPL in the early 2000s! Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 17, 2020 Share Posted June 17, 2020 Wow! This is brutal. I will sell all of my TSLA holdings like I sold all my AAPL when the Apple Maps fiasco happened and when antennagate happened! How come, I expected perfection in the first roll out and massive ramp up in Model Y. Thanks and best regards. https://electrek.co/2020/06/16/tesla-model-y-quality-issues/ We covered the Model 3 launch closely and it certainly wasn’t without quality issues, but it was nothing like the reports I am seeing for Model Y these days. Wasn’t Tesla supposed to learn from the Model 3 ramp? It’s a brave new world when you’re happy buying a 50k car with that kind of quality issues. Besides, it’s a lot more costly for Tesla to fix these quality issues after producing the car then to take a couple of months extra in developing the car and tweaking the production process so that the quality is acceptable. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 18, 2020 Share Posted June 18, 2020 https://www.smh.com.au/business/companies/tesla-s-aussie-chairwoman-robyn-denholm-under-pressure-over-directors-pay-20200616-p552yf.html The world's largest proxy adviser has advised Tesla investors should vote against the re-election of its Australian chairwoman Robyn Denholm, citing high compensation for board members as well as billions of dollars worth of shares board members have pledged as security for personal loans. ... Ms Denholm is also a member of the board's compensation committee, which ISS criticises over how much money was awarded to directors last year. The company paid $US7.4 million ($10.6 million) to Kathleen Wilson-Thompson, $US5.9 million to Larry Ellison, $US2.7 million to Denholm and $US1.2 million to Steve Jurvetson. In the most recent company filing on her shareholding last year, Tesla reported its chairwoman owned more than 130,000 shares and vested options over shares in the company. Ms Denholm also held more than 180,000 options over shares, with 24,000 due to vest into Tesla stock over the past 12 months as compensation for her role heading various board committees. Her shares and options are estimated to have a value of $US125 million. "These amounts are considered to be significant outliers" compared with directors at other companies, ISS researchers wrote. Can somebody tell me why it is good governance to award the Chairwomen of your Audit committee with stock options? She has $US125 million reasons to make sure the company financials appear in a better shape than they actually are. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 22, 2020 Share Posted June 22, 2020 Ow yeah, about that claimed battery cost advantage that Tesla has over the competition: https://www.bbc.com/news/technology-52966178?intlink_from_url=https://www.bbc.com/news/topics/c8nq32jwjnmt/tesla&link_location=live-reporting-story Unfortunately Elon postponed battery day to later this year so that we will need to wait to find out what Tesla's actual advantage is :'( A Chinese car battery-maker says it is ready to manufacture a product capable of powering a vehicle for 1.2 million miles (two million kilometres) across the course of a 16-year lifespan. By contrast, most automakers only offer warranties ranging from 60,000 to 150,000 miles over a three to eight-year period on their cars' batteries. Contemporary Amperex Technology has not revealed who it intends to supply. But it was previously reported that the battery was co-developed with Tesla. The latest news was revealed in an interview Catl's chairman gave to the Bloomberg news agency. "If someone places an order, we are ready to produce," it quoted Zeng Yuqun as saying. He added that it was set, however, to cost a 10% premium over the batteries it already supplies. The company signed a two-year deal to supply batteries for Tesla's Model 3 cars in February. Its other clients include BMW, Daimler, Honda, Toyota, Volkswagen and Volvo. Edit: and also this https://electrek.co/2020/06/22/tesla-offers-1-year-free-supercharging-inventory-cars-end-quarter-push/ So they were production constrained for the majority part of the quarter and still needed to (1) lower prices like they recently did and (2) to offer incentives to get rid of inventory cars. Link to comment Share on other sites More sharing options...
Liberty Posted June 22, 2020 Share Posted June 22, 2020 Ow yeah, about that claimed battery cost advantage that Tesla has over the competition: https://www.bbc.com/news/technology-52966178?intlink_from_url=https://www.bbc.com/news/topics/c8nq32jwjnmt/tesla&link_location=live-reporting-story Unfortunately Elon postponed battery day to later this year so that we will need to wait to find out what Tesla's actual advantage is :'( A Chinese car battery-maker says it is ready to manufacture a product capable of powering a vehicle for 1.2 million miles (two million kilometres) across the course of a 16-year lifespan. By contrast, most automakers only offer warranties ranging from 60,000 to 150,000 miles over a three to eight-year period on their cars' batteries. Contemporary Amperex Technology has not revealed who it intends to supply. But it was previously reported that the battery was co-developed with Tesla. The latest news was revealed in an interview Catl's chairman gave to the Bloomberg news agency. "If someone places an order, we are ready to produce," it quoted Zeng Yuqun as saying. He added that it was set, however, to cost a 10% premium over the batteries it already supplies. The company signed a two-year deal to supply batteries for Tesla's Model 3 cars in February. Its other clients include BMW, Daimler, Honda, Toyota, Volkswagen and Volvo. Edit: and also this https://electrek.co/2020/06/22/tesla-offers-1-year-free-supercharging-inventory-cars-end-quarter-push/ So they were production constrained for the majority part of the quarter and still needed to (1) lower prices like they recently did and (2) to offer incentives to get rid of inventory cars. You haven't been following the space long, have you? Over the past 20 years, I've seen thousands of press releases and announcements like this. I don't even get my heartbeat up before an actual product is shipping to real customers at scale anymore. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted June 22, 2020 Share Posted June 22, 2020 Don't know what you are trying to say? CATL is Tesla's battery supplier for the model 3 and is also providing its products to competitors of Tesla. It is not as if this is some kind of exclusive relationship that Tesla has with CATL, so there is no battery cost advantage. The product that they are referring to "capable of powering a vehicle for 1.2 million miles" will be available for Tesla as well as for Tesla competitors. Link to comment Share on other sites More sharing options...
Liberty Posted June 22, 2020 Share Posted June 22, 2020 Don't know what you are trying to say? CATL is Tesla's battery supplier for the model 3 and is also providing its products to competitors of Tesla. It is not as if this is some kind of exclusive relationship that Tesla has with CATL, so there is no battery cost advantage. The product that they are referring to "capable of powering a vehicle for 1.2 million miles" will be available for Tesla as well as for Tesla competitors. A few things... A battery alone isn't an EV, so unless you have a good product to compete, it doesn't do much. You have to be good at A LOT of things to make a good EV. Second, using someone's supplier (Panasonic, etc) doesn't mean you get everything they get. Apple uses Foxconn, but they have exclusive use of a lot of machinery (that they paidf for) and IP that other users of Foxconn don't get. Others won't make their batteries at the Tesla Gigafactory, and won't have Tesla's volumes (at least for the foreseeable future), and may not get the exact chemistries (Panasonic may make them, but there's very likely a bunch of Tesla IP in the chemistries and in the pack design (which matters too, not just the cells), depending... It can be similar to how Apple's SoCs are ARM, but they're not the same at all as other ARM SoC's made by Qualcomm, and getting an ARM SoC doesn't mean you get Apple's cost and performance. So some press release about number of miles means very little unless you have a product for sale in large numbers and you can see the actual performance and price. Wake me up when some new EVs go for sale in large numbers and they're price and performance competitive. I'd love to see that, because I'm a big fan of the electrification of transportation. Link to comment Share on other sites More sharing options...
Guest jalebijim Posted June 23, 2020 Share Posted June 23, 2020 Wow! This is brutal. I will sell all of my TSLA holdings like I sold all my AAPL when the Apple Maps fiasco happened and when antennagate happened! How come, I expected perfection in the first roll out and massive ramp up in Model Y. Thanks and best regards. https://electrek.co/2020/06/16/tesla-model-y-quality-issues/ We covered the Model 3 launch closely and it certainly wasn’t without quality issues, but it was nothing like the reports I am seeing for Model Y these days. Wasn’t Tesla supposed to learn from the Model 3 ramp? It’s a brave new world when you’re happy buying a 50k car with that kind of quality issues. Besides, it’s a lot more costly for Tesla to fix these quality issues after producing the car then to take a couple of months extra in developing the car and tweaking the production process so that the quality is acceptable. VW’s first mass-market EV suffers delay thanks to software struggles https://www.theverge.com/2020/6/11/21288572/volkswagen-id3-ev-delay-software-vw-herbert-diess Tesla is the only company with any issues, no other company has any production problems. Competition is coming, competition is coming and they will be perfect right out of the gate. ::) ::) ::) Link to comment Share on other sites More sharing options...
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