Member Info for Dogberry101

There is a sea of red across pretty much all markets, due to new Covid variant from south Africa so I'm not surprised the share price has gone down due to risk of shut downs Southern Africa being isolated.

Super Bull and musketeer Lars Strandridder takes a look at electrification in Germany and how well Tesla is doing. Something to brighten up a dull November weekend (for us bulls that is).
https://www.youtube.com/watch?v=UTEM5XyuDhY

I just sat through this I found it to be of great interest. There are some predictions some extrapolations and some dire warnings from an Engineering industry and particularly Auto industry insider. Of course this may not align with your own personal views it may not happen as Sandy predicts it may not happen at at all. Perhaps just as I found we can can see similarities with our own industrial decline (the UK car and motor cycle industry, ship building industry etc.)
I do urge you watch all the way through. https://www.youtube.com/watch?v=g63SJwFdGTQ

Eileen
This article is all about stock market bubbles. We all know they exist, we all know that some shares have very inflated values at present. What we disagree on is which shares may be overvalued. from the article ''Then, in April, 2000, the Nasdaq crashed. A year later, when I was completing a book about the bubble, the index had fallen by about two-thirds, and many Internet startups had gone out of business. Others survived the bust, and some of them, including Amazon, eBay, and E-Trade, have grown into enormous and highly profitable businesses.''
Now I believe that Tesla will be a survivor like Amazon, Ebay and Apple were in the dotcom crash, perhaps the only survivor.
I think that Lucid and Rivian will have a very difficult job surviving such a crash particularly if it is imminent as some are predicting. Ford and GM will survive because the US government will not allow them to fail.
As I write I am pretty sure Tesla is the only company outside of China making EV's profitably, not only that but their profitability is rising and no company anywhere in the space is coming close to Teslas rate of growth.
So apart from exogenous shocks Black Swan events and suchlike I rate Tesla a pretty good bet. I don't doubt that a crash is coming I do doubt it is imminent. My view, for what it's worth, is that due to all the Central Banks stimulus and the cost of servicing that debt interest rates are going to remain extremely low for a very long time and that anyone with some money to invest will be looking for a better (if more risky) investment return than cash deposits and Government Bonds.

I'm not seeing much positivity or hope on here on the news we have been waiting for for such a long time.
Nothing has been said about how long it will take to get our mine up and running and producing the goods, we have a tier one nickel project with financing now ready to go whats not to like?
Am I missing something?

Eileen
''Green hydrogen would be produced from electrolysis of water, so no carbon by product. This is very energy intensive but if the energy source is renewable then this is the holy grail of where we need to get to . The real deal. (Hydrogen is a much better energy store than batteries, and no Co2 produced in the process, no toxic batteries to dispose of)''
You just said it yourself THIS IS VERY ENERGY INTENSIVE,
Have a look at https://www.youtube.com/watch?v=0dc7PVRkrjw about EVs batteries, battery reuse and reclamation, he has a few other Plug Life videos one of which breaks down the costs of making Hydrogen by electrolysis versus direct battery storage both using intermittent renewable energy cut to the chase Hydrogen is a non starter.

Eileen
Here we go again.
''btw, there are plenty of situations where electric truck engines will just not have the power or torque to compete with ICE truck engines ( i think this was pointed out before), so again there won't be complete EV domination in this field like you claim.'' This absolute rubbish electric motors have vast amounts of torque and power if ICE engines were so good why do they not propel trains, truth is Diesel engines are used drive electric generators which provide the power to the electric motors which move the train (in diesel electric trains) in electric trains they get the power from overhead wires.
''And then taking this further, are you even sure that Electric is even as Green as it claims to be. Hydrogen of course is the real Green deal, so EV will just be a plug gap in the evolution to real green technology, like CDs were on the way from vinyl to DVD)''
Depends where you get the electricity from wind, solar, hydro-electric are all very green. Since when is Hydrogen the real Green deal most hydrogen is made by steam gas reformation i.e. stripping the hydrogen from natural gas, which takes care of the Hydro bit of Hydro-Carbon but what happens to the Carbon? Most of it gets discharged into the atmosphere now that not green at all is it. Now there are green ways to deal with the carbon like forcing it back into the ground but it puts the costs up. Compound this with the fact that Hydrogen is really difficult to handle and store and will of course require the construction of a complex expensive infrastructure system. Making Hydrogen by electrolysis from water is expensive and inefficient by the time you have made and stored and transported the stuff the process is well under 20% efficient as opposed to battery electric which is over 80% efficiency.
The only place I see a future for Hydrogen is in Aviation Hydrogen Jet engines and possibly in Shipping where the Hydrogen is turned into Ammonia and used to power ships and both are some way (almost certainly a long way) off.

Eileen
There is a sodding great factory in Austin Texas now virtually complete (estimated to be 93% done) that will be used to make amongst other things Cybertruck the Semi and and rather a lot of 4680 batteries the match is about to applied to the blue touch paper of the production ramp up.

Eileen
You seem to doubt that the Tesla Semi will be made which is unfortunate as they have constructed a pilot factory to build it near Giga Nevada and limited production of 5 or so units a week will commence (maybe already has commenced) shortly. Frito-lay (Pepsis owners) are expecting to have some trucks delivered before the end of this year. Apparently the Semi will not be manufactured at scale in Nevada but will be moved to Texas for large scale production as soon as 4680 battery production can cope with the increased demand
My take is that there will be some Semi's delivered to customers in the next few months and some will be used by Tesla for evaluation purposes.
Incidentally we all know you are not a fan of the Cybertruck. However I would remind you that there are well over a million pre-orders for it and it will be the ultimate work truck for self employed contractors and for many fleet owners. It has literally bullet proof bodywork numerous electric take-off points and a compressor sweetened by very low running costs I really do not see it failing.

A long interview with Alex Potter and Rob Maurer delving in depth into why Tesla is doing so well and the 'competition' is really struggling.
Lots of stuff to mull over in the interview including quality and an interesting view on this with warranty provisions. Second value of Tesla vehicles and lots more.
https://www.youtube.com/watch?v=ln2czFNI6mk

Eileen
OK. I am also invested in Apple that said what do they propose. Well it seems the car will be fully autonomous with no manual controls, what system are they going to use, their own or some other system yet to be validated?
Apple are not into actually into making things they outsource all manufacturing so who will be making the vehicle and where.
Making EVs is not easy, making them in volume profitably is very very difficult just ask Mr Dyson.
A few other musings, where will Apple get the data from for the AI needed for the autonomous self-driving system?
I have not heard of Apple entering long term battery supply agreements (or even such rumors) so where will they get the batteries from?
Tesla are a long way along the road making EVs, and are producing very profitably at significant volume, not only that they are increasing their lead and improving profit margins continuously. They have also dug deep into battery supply; inking long term contracts with suppliers and ramping up in house battery production. They have also signed long term contracts for battery mineral supplies commensurate with their stated production aims of more than 5 million vehicles a year by 2025 and 20 million vehicles by 2030.
As an investor I wish Apple luck with producing the Apple car, boy are they going to need it.

Eileen
This is stuff in my question and I say again where has Tesla or Elon Musk received special assistance or subsidy that was not available to other businesses blue Origin and Boeing have also had grants and assistance from NASA ans the US armed forces. Building any large manufacturing facility with lots of well paid jobs will get any business grants, tax breaks and subsidies from any government / local authority pretty much anywhere in the world (even the Chinese government provided free land and loans at preferential rates).
So if you must spout this stuff what about all the others including big oil companies big old auto makers like GM and Ford they have all been milking government subsidies for decades.
This is by no means unique or special to Tesla or Spaceex. So where did all Elons other money come from (net worth around 230 Billion come from I would suggest it came from building extremely successful businesses and for what its worth by the time he has finished paying 15 billion in taxes on his share sales I would call any subsidies a bloody good investment by the US government.

Hi Eileen
''and all paid for from Tax payer subsidy. The world's richest man is on benefits''
Would you elaborate please.
I know that he has had some grants from NASA and the EPA but there were many others who also had grants.
I know Tesla had a 400 million dollar loan from the US government in 2008 (I understand all US auto makers got loans at that time) Tesla repaid this loan with half a million dollars interest years ago.
I know that Tesla vehicles were (until 200,000 vehicles were made) eligible for Federal and some State Tax credits but they were for the buyers of the vehicles and all other EVs were also eligible.
I know that Tesla has received and continues to receive Zero Emission Vehicle Credits from other manufacturers who despite loads of warnings failed to produce sufficient numbers of zero and low emission vehicles (I presume they pay Tesla because its cheaper than paying the fines).
So come on Eileen where are the subsidies and if there are any are they exclusive to Tesla?

The tweet didn't help but it seems to be about warrants. Whatever it is it's taken them long enough to go to court.

Really well I reckon he has probably sold about half now only down 1.9% at close yesterday.
Standby for more trolling and tweets and then some bid revelation.

From what I understand when Elon went to Tesla it was because he was approached by I seem to recall it was JB Straubel (another founder of the company) because the company had run out of money and was going nowhere fast.
Had Elon not pumped his money in again from memory circa a hundred million dollars and a lot of know-how the company would have ceased to exist years ago.

Seeing as you asked.
The Cybertruck is sized for the North American market where pickup trucks are what is wanted usually the larger the better it seems. The Rivian will I am sure do well always provided they can make enough of them profitably.
Eileen have you posted about the ridiculous valuation on Rivian? Have you shorted them? I would have thought it was right up your street what was the valuation 80 billion was it and only produced a handful of vehicles.

Eileen
You can have all the negative opposing views you want I don't care. What I do care about is short sellers spreading untruths half truths and downright lies hoping to drive the share price down.

Thing is Eileen I check my facts,
What you bears are posting I correct as best I can.
I consider myself to be an investor in here for the long haul. I consider shorts to be unscrupulous gamblers in it for whatever they can get, any way they can get it.

What a real fanboy thinks about legacy OEM's chances of survival its all about software.
https://www.youtube.com/watch?v=woxrDd5qq44