Member Info for Dogberry101

How many vehicles do we think Tesla will produce this year? I will go on the record and say 1.1 million.
Next year I rather think it will be very close to 2 million.
When will Tesla have Full Self Driving cracked (not necessarily approved for use by regulators) but a fully working system. I still think by the end of this year and I would not be surprised if at least one regulatory authority will approve it for use.
Now the trillion dollar question bearing in mind that with the new giga-casting technology and 4680 batteries significantly reducing production costs the new factories in Berlin and Austin starting and ramping up production how much will Tesla be worth 31/12/2022? I think a minimum of 1 trillion dollars.
A few breadcrumbs, GM electric Hummer all production capacity sold out (for this year). Ford Mustang Mach E allegedly sold out for this year. Apparently VW ID4 sold out in Sweden and at least one customer in Sweden was not even offered a place on a pre-order or waiting list. Paris announces that diesel vehicles will not be allowed in the city from 2024.
Demand for EVs is very high and legacy OEMs are way behind the curve and will be unable to ramp up production to meet it.

I got them last October

Wolfo
It was either Ebay or Amazon and I think it was |Amazon.

Now where does Mr Musk come into all this?
Tesla also have a huge (and rapidly growing) clean energy business which appears to be focusing on reducing dependence on the grid for domestic power by creating solar power and battery solutions.
The Tesla Semi will do wonders for road haulage hence a considerable order book of end users wanting to evaluate it, there is a problem here batteries for the same quantity of batteries used in a Semi Tesla can build at least 7 cars.
Whilst Tesla is not (as far as I know) working on ships and planes there is a lot of work being done on these by other companies indeed there are already some electric ships running
The chicken and and egg well I thought it had been decided that the chicken evolved from from egg laying dinosaurs and so chicken and egg evolved together.

You really have got EVs all wrong, they are undoubtedly the future and in comparison to fossil fuels create minuscule waste and no tailpipe emissions. EV batteries can be reused for static storage when degraded too much for vehicles and then recycled into new batteries (I say can be because not all are currently I think government should mandate recycling). Again you accuse Elon of lying when where? OK sometimes he is a bit late delivering and the going private mess (when he was under a lot of pressure) in comparison to big Oil CEOs he is choirboy.

fp
Well said but there are some more aspects you need to know. First of all it's all about batteries there is a huge shortage of battery supply and this is not going to change for a long time; legacy OEMs are rushing to build supply as quick as they can but it's not quick enough. The legacy OEMs could have the best EV design and performance in the world (they haven't of course) but if they can only build 50000 EV's a year they are not going anywhere. Tesla is still innovating new processes new battery technology new software advances all driving their costs down and profits up. VW is the only legacy auto maker that stands and chance in the new EV world and they are only going to be building one and an half million cars by 2025.

Chump
The quote i liked most was "sorting individual stocks is for mugs and three or four genius's" Are you really a genius?

I am a seasonal allergic rhinitis (hay fever) sufferer. Wearing the Versarien mask reduces symptoms markedly. Will continue with the trial but very happy with it so far. Has anyone else noticed?

Chump
The accounts are the accounts Elons speculation as you call it seems to have been very accurate through the rear view mirror.
I found this about a spectacularly unsuccessful Tesla bear I found it most informative and interesting.
https://www.youtube.com/watch?v=cBqh3WqYon8

I am absolutely certain Chiefchump thinks we are - I found a fanboy with a different view.
https://www.youtube.com/watch?v=9NmMEy8****

A fairly comprehensive look at large scale die casting for vehicles particularly Teslas.
https://www.youtube.com/watch?v=YZoVEauHDt4

Jep
Baillie Gifford (and ARK) have a policy like most funds in that they can have no more than a certain percentage of the fund in one share holding so they took money out of Tesla as it breached their policy to balance their portfolio so definitely taking a profit but not what I would call "profit taking".

Perhaps this is why Tesla has such a high valuation.
https://www.youtube.com/watch?v=quPDatFfPyY

There seems to be plenty to go after.
https://www.mining.com/mining-copper-tailings-could-answer-supply-deficits-later-this-decade/

Trader
Well done, I think general market conditions are difficult, Covid recovery coupled with inflation fears in the USA are sparking a sell off of tech companies to buy value companies. I don't see this lasting particularly with Tesla all production for this quarter sold out inventory down to eight days and Americans buying second hand cars because they cannot get new ones due to chip shortage.

Dumbo
Wrong again China factory expansion what expansion? There is a lot of land specified for new energy vehicles next to the Shanghai factory and speculation Tesla acquired it and were building on it.
The Berlin factory has no significant delays according to the German Minister. Brandenburg Economic Minister Jörg Steinbach said that there shouldn’t be major delays as previously reported.

Dumbo
What competitors with better range, faster charging higher reliability etc. and lower price.
Now you may find examples with one of these characteristics but I doubt you will find any with more than one with a lower price or even a comparable price.

There may not be anything sinister in the reports. From what I have gleaned it appears that the Model Y production went down for two weeks (supposition updating the line to use single castings). It also appears that a lot of Chinese production was exported (normal for Tesla to export early production in the quarter so it arrives and get sold in the same quarter).
Remember Elon has reported that all of Q2 production was sold out.
The naysayers are really good at taking one set of numbers out of context and extrapolating and spreading all sort of FUD. Had I spare funds I would viewing this as a buying opportunity.

Don't panic this is general market conditions all Tech had a bad day.
Chump here we go again you obviously know nothing about what Tesla is all about. Tesla is a technology, software and renewable energy company yes they make cars but they do so much more.

This is now moving really strongly in the right direction so it is not the time to be top slicing or selling out. Ride your winners and sell the losers if you must sell. Commodities and metals all over Bloomberg today especially ones we seem to be processing PGMs and Copper really strong going forward.