Member Info for Dogberry101

Eileen
''I myself post articles about Tesla, and like to discuss whether tesla is worth it's current valuation. It is an incredible story. But I do very much debate. You on the other hand simply don't like points of view that differ from your own, so want to shut it down. Very typical of a lot of the boards here I must say.''
But you don't post balanced articles you only post articles showing Tesla in a negative light in an effort to spread Fear Uncertainty and Doubt and the process drive down the share price so your short position makes you money.
I don't ignore what you do because most of what you chose to post is either factually wrong, misleading or at best half truth. You select articles from very advertising revenue sensitive sources nearly all of which are in the pockets of Big Oil, Big Auto or Big Energy all of which are against Tesla and wish to at least slow Tesla down ( initially they wanted to put Tesla out of business).
I see my job here is to shine the light on what you and other short sellers are doing and put the record straight.

Eileen
Another load of old FUD, was anyone killed or even injured NO, Were there any accidents / collisions NO. All the 12000 Beta testers know that it is a Beta system they know that it is not yet perfect, if it was it wouldn't be a Beta system and it must be pretty good because just about every Tesla owner wants to use it.
Finally at the end well the NHTSA investigation was out about 10 days ago on the crash in Texas FSD was not even switched on and the drunk driver was at the wheel and he did have the accelerator pedal 98% down to the floor.
We all know what you are up to. If you want to short Tesla go ahead just give the incessant drivel a rest

It appears to be about 2.5% down now LSE really do need to do something on stock prices being shown.

Looks like 58% in favour so probably going to happen. As with all things Elon I think there is more than meets the eye going on here.
Apparently Elon has an awful lot of share options that are about to expire if he does not exercise them I saw 20 million being bandied about at a price of 6 dollars a pop so perhaps some will go there. It was also mentioned that he could pay back bank loans that he has accumulated around 500 million dollars and become debt free. Finally there is quite a lot of PR value in a billionaire paying a lot of tax and even more if he donates a big multi billion dollar wedge to helping out with world hunger or planting a billion trees for carbon capture or some other philanthropic cause.
In any event OMHO there may be a blip in the share price, I doubt it will amount to very much, I think the shares will be snapped up by II wanting to be ahead of the game before Grunheide and or Austin is opened to a blaze of publicity in the very near future (apparently Grunheide can be up and running within hours of final approval).

Chump Eileen;
More FUD really.
Elon says he will abide by the results of a poll of twitter users as to whether he should sell 10% of his Tesla shares and realize some of his as yet unrealized gains and presumably pay an awful lot of tax and maybe (if the UN food programe can prove it) solve world hunger.
So no need to panic nothing may come to pass the poll may say hang on to the shares; and even if it does not I am pretty sure it will take some time and Elon will still have a vast number of shares in the company.
As for Chamath well he sold out he says to pursue other opportunities when asked he said that his views of Tesla were as positive as ever. Cathie frequently sells Tesla shares to balance the ARK Invest portfolio that has rules which stipulate no more than 10% of the fund value in any one share.
Finally my Tesla shares would need to go down a really really long way before I was losing money on them I started buying at $280 pre-split so to approximately $60 and honestly I really cannot see that happening jeepers even Gordon Johnson cannot see that happening.

Well found Eileen
Of course he is correct as far as he goes but Alphabet and Apple and Facebook have achieved market domination and saturation they are not going to find that many new customers any more; Tesla is at the start of the journey to turn world mobility electric it still has 95+% of the mobility market to go at and the EQC is a fine car and so is Lucids offering and Porsche Taycan but they are not affordable they are status symbols not competition for the computer on wheels.

I like this analysis and found it interesting and difficult to pick holes in.
Ex financial analyst explains what Elon has been doing for 5 years and why.
https://www.youtube.com/watch?v=kE_SKTyH0vY

Eileen
BMW beats expectations really.
The number of fully electric and plug-in hybrid vehicles BMW delivered in the first half jumped by 148.6% to 153,243 units in the first half, while deliveries of all-electric models jumped by 183.9% to 36,087 units, compared to the 12,712 units delivered in the same period of 2020." said board member Nicholas Peter.
So thats 36,087 full EVs. Doesn't Tesla Shanghai turn out more than that in a month.

Billy
I've seen stuff saying the Hertz were not counting on such a big take up from Uber and they are considering ordering another 50,000 cars.
Where have the Bears gone?

Anyone have any idea what the problem is with this website the Tesla price has not been correct for days currently showing down 2.53% other sites showing price up 2.48 to 2.50% (HL and Yahoo Finance)

Just out on Bloomberg.
Hertz car rental just announced an order for 100,000 Teslas to be delivered in the next 14 months.
The company is in the process of changing its fleet to electric mobility and will also be building out the charging structure to help support electrification. Stock up 4.4% in pre-market trading (so far)

Just relax and take some deep breaths.
High nickel batteries are still going to be needed in vast numbers, the higher energy density and higher power plus lower weight means they will be needed in all sorts of vehicles and equipment with high usage. So heavy trucking vehicles delivery vehicles small trucks, big and small vans, utility vehicles sued by farmers, tradesmen and the self employed will all use high nickel batteries because their attributes make them much more suitable for such vehicles. Most cars are in use much less than 10% of the day so LFP is fine especially as it is a very durable battery and can be fully charged and discharged without causing premature degradation which goes some way to closing the gap on high nickel batteries which have a sweet spot between roughly 20% and 80% charge without reducing the battery lifetime significantly.

Grimnasty
I hope they make any future products, well a better job than the masks. I bought some last year I wa s really impressed particularly with the performance in the hay-fever season I haven't been able to buy any more for months.

When Henry Ford finished the Model T he was adamant that it was the only car the world would ever need; this meant that the company did not need to change thus giving away his huge first mover advantage providing opportunities to rival manufacturers who had newer better products.
Here are two dives into how to succeed in manufacturing and how Tesla gets it but other manufacturers (most anyway) seem not to, IMO this is why Tesla open sources its patents, because they protect the way you used make things / do things not how you do it now.
https://www.youtube.com/watch?v=ROOiCUfj9pw
https://www.youtube.com/watch?v=9bZGWOrDBpg

Chump
We all know the Chinese are pushing hard to take over Technology leadership and have a cavalier attitude to patents Mr Musk does not care about patents and has said so in fact he open sourced all Tesla patents years ago for use in good faith. Because he does not want to hold back the transition to renewable energy (No. 1 priority for the company).
Now I will put this clip for your edification about how big legacy auto makers plan to get to electrification when compared to Tesla (using the company's own targets). Yes I know targets can be changed and brought forward unfortunately long term supply contracts for batteries, battery metals and manufacturing capacity may prove much more difficult.
https://www.youtube.com/watch?v=N1MkUrwgHN0

Chump
I expect growth to be at least 50% per year (past CAGR 56%), this year will see very nearly 1 million vehicles built so close to a 100% growth over 2020. The new factories and continued ramping at Shanghai and Fremont will see eventually (may take 3 or 4 years) probably 850,000 at Fremont close to a million in Shanghai 2 million at Austin and maybe 2 million at Grunheide. This is just automotive not looking at power, they are selling Megapacks and Powerwalls like crazy and distributed grids will become huge because the thing that has changed is batteries will no longer constrain Tesla CATL will be producing and supplying LFP batteries in vast numbers very soon and Teslas own 4680 batteries will be being ramped up by Q1 next year and all the politicians are going full tilt supporting this re-forestation.
Where will the competition be Lucid a niche player very expensive status symbol producer, VW are probably further along the electrification trail than any other legacy automaker they admitted last week that Tesla takes a third of the time it takes them to build an ID3 and Tesla batteries were 30% cheaper. Just how much Ford and GM are losing on every EV they build would horrify you and they price them to compete on price with Tesla not to make a profit.
The competition we should be worried about is from Chinese players like Xpeng and BYD.

The most sense I've found on the Michael Burry short and a good explanation of what it was all about and sorting via options.
https://www.youtube.com/watch?v=ZYqtWMHrw7k

Chump
No one has said Tesla will grow forever we all know that. However IMO it will grow (at least 50% per year) for at least the next 9 years and by that time it won't be a tall tree it will be a massive forest.

Its strange isn't it that no mention of the options or value of them was mentioned by Burry when it was all over the media no corrections no atempt to give an honest indication, why spoil the effect FUD at work.
And then there were only three Chump Eileen and Jep wonder if they are feeling lonely?

Hopefully the Tesla Semi is very close to taking off.
https://www.youtube.com/watch?v=RykQ0GqGvTM