Member Info for Dogberry101

4U
Your problem is that you are a trader and cannot see further than next week. There are an awful of of Tesla fan boys that have been invested for a while who have multiplied their investment numerous times and are not inclined to sell because all they see is the Tesla future and the great Elon ruling the world.

Presumably you will not be invested here then.
Good luck with the short.

Tricky
You hit many nails on the head.
My point is that if Nickel gets too expensive performance EVs will remain at $50,000 plus this is likely to curtail demand at some stage. As you point out the battery is pretty much the most expensive component. If Evs are to take off in a big way they need to be at least comparable in price to ICE cars. It seems to be widely understood that batteries need to cost less than $100 per KH to achieve price parity. If we sell Nickel at a realistic price we are likely to sell a hell of a lot more in the run.

Actually I am not a deramper I am a pragmatic realist. If Nickel gets really expensive less use will be made of it.
The solid state battery, which manufacturer is making them? Which manufacturer is using them? To my knowledge none currently and this is likely to be the case for quite some time we are talking years here.

Most of the car batteries in China have Lithium Ferrous Phosphate batteries even Tesla is selling cars with such batteries and they do not have half the range I understand it is around 300 miles more than enough for most buyers.
Where Nickel comes in is in High performance vehicles being lighter more energy dense etc. so the Cybertruck and almost certainly the Tesla semi which is going to require a really high performing battery.

Not at all and from the look at trades today not many are.
Warren Buffet this time "Be fearful when others are greedy and greedy when others are fearful."

A lot of the upside is in EV batteries needing Nickel. Our costs of production are really low are some of us getting a bit greedy?
EV batteries can be made of other materials like for instance Lithium Ferrous Phosphate which uses no Nickel.
Quote from Donald Saddoway (a long standing battery researcher )"if what we need is a battery that's dirt cheap lets make it out of dirt".

I don't suppose the drop could have been engineered by MM to trigger some stop losses ferment a bit of further panic selling in order to fill really big order(s) could it?

As you will all know Tesla does not advertise it's products or services. Competitors spend vast amounts on advertising (in USA I understand vehicle makers spend around 1000 dollars per car they sell on advertising), The media generally makes money from advertisements so they are easily manipulated by big spenders such as Auto Manufacturers and big Oil Companies.
So reported statistics for Tesla may not be all that we would wish for they may have been be very carefully cherry picked and possibly not even be true. Remember all the stuff that got media attention crashes when auto pilot was engaged and Teslas bursting into flames and there being no demand for Teslas. Didn't someone say "There are lies, damned lies and staistics" one of my old bosses used to say "statistics are like an old cast iron gas lamp posts, very comforting to lean on, but it does not shed much light o the situation."

Further to the last answer Tesla made just over 500,000 cars last year (and sold all of them). They are ramping up production as quickly as they can.
If you read down to the bottom of Seeking Alpha you will see
Disclosure: I/we have no positions in any stocks mentioned, but may initiate a short position in TSLA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Hi Luke
Tesla India has me a little perplexed there is no way Tesla will sell vast numbers of the sort of cars they currently make. Of course they could design and make suitable vehicle but again affordability rears its ugly head. What if the second bit of the company (the and Power bit) is what its all about large scale solar panel farms and Grid Scale batteries plus domestic solar and powerwalls all linked together with autobidder to arbitrage the electricity system.

DB
FUD Alert
All Teslas are manufactured with all the necessary equipment to become fully autonomous when the software is enabled and currently all Teslas are collecting data at a rate Google and all the other contenders can only dream about; self driving is all about AI and AI is all about data.
I am not aware of google actually making any vehicles at all so they must be retro fitting self driving equipment into existing vehicles (or having OEM's fit it as they build it)either way this means its going to cost a lot.
I never said there were no other suppliers of Grid storage but again Tesla is constrained by lack of batteries not demand.
Smart meters? Auto bidder is a lot more than a smart meter I suggest you look it up

DB
FUD alert
If demand is down in China it's not Tesla that is suffering on the day Model Y went on sale in China there were 0ver 100,000 ordered.
Demand in Europe are we talking about sales here or demand? Tesla does not make vehicles in Europe (yet Berlin coming on stream late Q2 early Q3 this year) which means that all Tesla sales have to be shipped (until very recently from California) and that means if demand is high in the USA and Canada it makes more sense to sell the cars locally. In fact when there are vehicles available in Europe they are snapped up.
In fact Tesla currently has about 10 to 14 days inventory and they sell every car they make. The problem is not demand it's making enough vehicles.

Another one why are you posting here? I can understand the sobriquet. I suggest you do some research into the following:-
1) Autonomous Vehicles.
2) Robotaxis made possible by above
3) Megapacks and Powerwalls
4) Smart Grids made possible by No.3
5) Autobidder connecting renewable energy to the grid and to batteries.

An interesting view from Youtube on just this subject.
https://www.youtube.com/watch?v=hgslc4NifFE

I find it quite alarming that holders here seem to hold only this stock or mainly this stock. This is really not a good idea even if you are 100% sure of the quality of your investment holding everything or mostly everything in that one stock is extremely risky. Especially when that one stock is an AIM stock which makes no money let alone profits. You may make a shed load of money on the other hand you may lose it all. Holding everything in one stock is much more akin to gambling than investing. This could / may be the best stock ever with untold upside and a knowledgeable honest experienced BOD and management that does not insulate the company from existential risks beyond the company's control (revolution, great depression Covid etc).

Up another 5% or so this morning and still nothing from our company no news no speeding ticket nothing. It is obvious something is going on and some people know about it's such a shame they have not told us.

Wouldn't it have been nice if we had been told the news as well!!

I found this on Youtube regarding Nickel Tesla and some speculation.
https://www.youtube.com/watch?v=hgslc4NifFE

Andy
I presume you are a performance Mercedes guy so why you would be posting on here defeats me.
We all know of the build quality issues primarily fit and finish - poor alignment of body panels and indifferent paint quality of the made in California vehicles. I understand these issues are being addressed, are you aware of similar issues with the Chinese built vehicles? I have no evidence of poor fit and finish or paint issues with the Chinese cars have you?
I would also like some reasoned evidence that the price of Tesla will crash, what goes up must come down just won't cut it for me. There may well be some small pull backs in share price that is the stock market however I do not think there is a crash due here; this is a phenomenal technology growth stock with a lot of very loyal private investor fans who have done very well with this share and who typically hold on in the down-turns.
I suggest you have a look at share charts for Amazon / Apple / Facebook from IPO to date and compare with Teslas.
Finally if you think Electric cars really are boring I suggest you seek out and take a test drive in some perhaps a performance Model S or Porsche Tycan.
Musketeer