Member Info for Dogberry101

Chump
I would much rather listen to what they have to say ans find it so very much more useful than what you have to say.

Fathead
Where do we start. The disruption in the automotive industry is caused by two things first the growing realisation that the worlds climate is going to hell in a handcart and we cannot continue burning fossil fuels. So governments in all the advanced and many of the less advanced economies are driving the change to renewables or at least none polluting energy and electric vehicles are a big part of this.
Tesla holds thousands of patents but make them open source to help with the companies mission statement to help transition the world to renewable energy.
Electric cars were being made before those new fangled gas cars and just as ICE vehicles today are very different from the early ones so too are EVs. Noboddy builds EVs better than Tesla and in things that matter they do not even come close sure some are close on range, some are close on acceleration, some are more luxurious but none come anywhere near on all these things at a price even remotely comparable to even the really expensive Tesla Model S Plaid.
Batteries are where it is all at, build a better battery and rule the world. Building really good batteries is hard very hard to do and building a really good battery cheaply is very very difficult and this is where Tesla is so far ahead the 4680 tabless battery is streets ahead of the competition .

An easy to look at and understand presentation on EVs and where Tesla is at in the disruption and destruction of the ICE vehicle industry.
https://www.youtube.com/watch?v=d1fWUaxfdSg

Chump
What a load of rubbish you spout. The number of vehicles on the road is immaterial it is the number of miles the vehicles travel before an accident and I do have a diversified portfolio as it happens . Haven't you got some mess to go and mop up instead of wasting out time.

Spreading FUD again Chump
Bezos can sue all he wants it will go nowhere and of course not the same company.
The preliminary investigation into self driving will not go very far either. The vehicle tells you that you need to be in a position to take immediate control. These incidents are those where the 'driver' was not in a position to take over and thanks to the data collection capability of the vehicles it will be obvious that it was operator errors. Incidentally look at the Tesla stats on accidents and Tesla vehicles in comparison with other vehicles from memory with full auto pilot activated
one accident every 4.5 million miles US average one accident every 450,000 miles.

Jep
Difficult to disagree with much of what you say particularly in regard to macro economic conditions. The real question is what do you do with your money in such conditions (assuming you have some)?
Loose monetary policies and almost endless assistance and stimulus leaves us with interest rates lower than, much lower, than inflation so cash is 'worthless'. Similar with treasuries although they are very safe they have very little yield.
That leaves us with equities and whilst you say they are very over valued that depends where you invest to a great extent. UK equities are in general much less 'over valued' than the US market, so to many emerging markets although these are being adversely affected by Covid.
So where do we invest? I say invest because an awful lot of people are not investors even though they dabble in the stock market they are not really even speculators they are gamblers.
How can we investors stand any chance of coming out on top? Or at least not lose our shirt. We invest in equities that we think have the best chance of doing well in the conditions we have but more importantly in the conditions we are likely to have in 2, 5, 10 or more years time. So my portfolio (yes I do have one) is invested in the technologies that will become universal in the medium to long term; preferably new entrants into these technologies. Legacy companies do not handle new technologies well they seem to be far more concerned doing what they have always done for as long as possible, to that end there is nothing they will not stoop to to try to delay new technology and new entrants into the market. Where is Kodak now and they actually invented digital photography, where is Nokia now?
Tesla ticks a lot of my boxes for doing well in the new energy world, it has no legacy issues, it is at the leading edge of batteries (could be disputed but there is a world of difference between having a commercially viable product in production and some promising solid state graphene coated or whatever new technology that may be commercially viable in the fullness of time). Batteries and software is is where I am with Tesla they have already killed the ICE auto industry (it will take some time to stop kicking but it's dead) the power industry is next. So along with Tesla I have miners and metal producers particularly copper nickel and PGMs. I have wind turbine manufacturers and I have some other hopefully up and coming technology companies.
Incidentally did \i not see something last week with Burry closing his Tesla short?

Who is going to be buying a Tesla? https://thedriven.io/2021/08/15/how-teslas-model-3-triggered-the-osbourne-effect-and-caused-the-ice-market-to-melt/
Get off your high horse and look at the Tesla Sustainability Report. Tesla cars are slightly more polluting to make but given that they will last much longer than ICE vehicles and are or at least can be virtually pollution free in use. The legacy Auto industry is very keen on saying electric vehicles are more polluting and pointing out environmental issues with the materials; like they do not need to mine iron ore and coal and ship it vast distances to huge steel works and as for the fuel they seem to believe that the only pollution from that comes from the exhaust pipe conveniently ignoring the the huge carbon footprint of the finding, extracting, transporting and refining crude oil and then shipping the product to the petrol station so it can be pumped into ICE vehicles.
Tesla mission statement is to 'Transition the world to renewable energy' nobody thinks you can make anything automotive totally green but it can be a hell of of lot more sustainable. I presume you are talking about batteries in the end of life catastrophe Tesla can recycle batteries and recover between 95 and 98% of the materials (that's the plan for sustainability recycle and reuse the batteyi materials).
Neural link and FSD are coming along nicely and expect a highly technical presentation in a few days on AI day.
Of course I talk about the good points while you misconstrue try to mislead and spread half truths and untruths in an effort to drive down the share price to favour your short position.

Hi Chump
Me again the 15k price is based on a bull case of Tesla growing at a compound annual growth rate of 50+% and making in excess of 20 million vehicles a year in 2030. Now we all know that past performance in no guarantee for the future. From your previous post that you are by your own admission totally unqualified to give advice so we really must not be listening to you.
Footnote: Giga Berlin is expected to be up and running by October it may well be able to make 2 million cars a year. Giga Austin in Texas, well we all know everything is bigger in Texas, the building is bigger than the Pentagon and is already making Model Y for testing and verification and will be up and running by the end of the year and when finished will be able to make well over 2 million vehicles a year so in excess of 50% a year for the next 2 years looks to be on the cards.

Jep you appear to be conflating Bitcoin and Tesla as similar investments or is it that you think they are just similarly overvalued? Bitcoin make nothing they have no intrinsic value they are supported solely by the belief that they are a 'good investment' and a better place to store your wealth than fiat currencies. Tesla on the other hand make stuff we can all see the products we can buy the products we can see the factories and we can see the which way way the green wind is blowing.
The stuff that Tesla make is remarkable it is brilliant and it is better than anyone else makes and is in great demand now and for the foreseeable future.

I have just seen this on Youtube and would like to know how this compares to vanadium redox flow batteries for grid scale applications.
https://www.youtube.com/watch?v=UDjgSSO98VI

Trader
The shorts are worried, they saw the Q2 results they know two new Giga factories are about to come online and that the battery shortage that has plagued the company has been solved and whilst we wait for the share price to go up in recognition of this they quiver in dread at the losses they are about to incur. Expect more insidious nasty FUD its all they have.

Trader
What about Teslas energy business Elon said in the recent Court case that they have a billion dollars worth of orders for Powerwalls and Megapacks are selling really well too. Then there is autobidder and localised power grids. Elon has stated that he believes that over time the power business will be a least as big as Autos if not larger.

Is there a depression coming (well there must be eventually) any time soon and even if there is Tech companies tend to do really well in depressions.
Teslas are not expensive when compared with ICE counterparts I am talking here of similar performance and total cost of ownership.
Of course there is a carbon footprint to build pretty much anything but if you really look at ICE vehicle emissions just from the tailpipe and bear in mind that burning fossil fuels in an ICE engine is a small part of the carbon footprint (oil rigs oil tankers oil refineries etc etc).
So who will be able to afford a Tesla? It appears to be lots of people, demand certainly is not a problem they sell every car they make and have waiting lists and hardly any inventory just a few days - all with no paid advertising whatsoever. Then there is the next car the small Model 2 cannot be far away I think it most probably is not here already is because Model Y and Model 3 are selling so well.
You make a good point that Elon is very important to the company however I believe that no one is indispensable sure it might have a transitory effect but that is all; Apple had pain when Steve Jobbs died for quite some time but last time I looked they were still going strong.

You obviously weren't listening when they started building the new factories in Berlin and Austin both of which are nearing completion and start of production and will in the fullness of of time (six months of so) be capable of knocking out two million vehicles a year - EACH.

A rampant Tesla bull extrapolates the past compound annual growth rate (56% per annun) into what the future could hold.
Now I know predicting future performance from past performance is fraught with problems and difficulties.
If any company can can grow at a CAGR of 50%+ per year for a prolonged number of years then that company is Tesla.
https://www.youtube.com/watch?v=CzvHTLkhQoY

Its only worrying if you believe the FUD being spread by short sellers and media outlets that make vast amounts from advertising revenues from legacy ICE auto makers and oil companys

Generally people are unaware of what Tesla is doing they seem to think it is just a car with an electric engine and a battery.
With the possible exception of Toyota most legacy car makers outsource much of the vehicle to tiered suppliers (the Chevy Bolt for instance only about 30% GM, all the electrical s / software / batteries supplied by LG Chem). This means to get things changed / improved can and often does take more than a year.
The Tesla way is different https://www.youtube.com/watch?v=C6DDuVY5SGo.

Wasa
Lithium ion batteries means nothing on its own what is the chemistry? What is the format? and most crucially what is the cost per KW/h?
No much point making 300,000 car batteries that cost two or three times as much as Teslas batteries.

3card
I agree fossil fuels will be around for a while yet but with reducing demand comes lower prices and as producers attempt to suck out as much cash as they can meaning there will be a lot of stranded assets Tar Sands pretty much already gone Fracking in dire straights deep sea and continental shelf on the way out. This only going to get worse for the oil majors with anything other than onshore shallow huge deposits. Trying to make money out of well I wish you luck

3 card
That would be a quick way to become a millionaire before going broke.
Solar is the lowest cost generation you can get and getting cheaper and fuel that's free. What the really smart billionaire is doing is building batteries.
Musketeer