Member Info for Dogberry101

Not a chance Eileen derivatives are for gamblers not investors.

Chump
I have not confirmed anything I said that the deal suggested by Jep was financials not public relations and as you must be aware Tesla have no Public Relations Department; if they did have a Public Relations Department I probably wouldn't need to do all this FUD busting.

IMHO Q3 deliveries will be stellar again IMO in the region 0f 222,000.

Chump
This financials not public relations

Jep
Email Elon and Zac Kirkhorn I am sure they would welcome your input.

Eileen
They usually release the production / sales numbers within 3 days of the end of the quarter sometimes even when that falls on a Sunday.

Jep
There's no point asking me why a multi billion dollar company has not raised more money as you suggest but I could speculate with the monumental amounts of cheap money flowing around the world there is no need to do so.

Eileen
I only use renewable electricity my tariff with Ovo replaces any of the electricity I use which is non-renewable with renewable energy when it is available.

Eileen
The Lucid Air is a fabulous vehicle and so it should be at $178,000 you could buy the most expensive Tesla Model S Plaid and a Model 3 or Model Y and still get change.

Eileen
You wrote 'btw, do you realise EV engines aren't even suited to trucks and lorries'
I did not realise that because it is patently and demonstrably untrue. Electric motors are extremely powerful maximum torque available immediately on activation which is why they use electric motors to drive trains and ships.

Koffee
Take it for a spin but bare in mind that once you have tasted the cream you will not want to go back to skimmed milk. I am on my second EV and ICE vehicles just do not compare.

Koffee
I should not really post this it could cause some shorters apoplexy but it shows a very well reasoned argument backed by the figures from a very well qualified commentator (check his credentials on linked in) https://www.youtube.com/watch?v=XFiKy_WLxGo

Oh Eileen if you only knew
Diesel Electric trains are pretty large and very heavy and electric motors have no difficulty shifting them.
As for trucks well some companies Volvo included already are making them with electric power trains I have attached a video of a very large heavy duty electric dumper truck. https://www.popularmechanics.com/technology/infrastructure/a28748306/worlds-largest-electric-vehicle-dump-truck/

Chump
I am only invested in Tesla not working for it.
I did look up Charles Ponzi, interesting character very charismatic and a phenomenal salesman. However he never did anything in the investment in currency speculation that the money he raised was allegedly going into. You can easily see what Mr Musk is making almost every time I go out and building courtesy of numerous fan boys with drones on youtube.
I expect the Semi will come out in limited numbers next year when they will have more batteries available because with the demand for Model Y and Model 3 making Semis makes no sense when battery constrained.

Eileen
Dog, Here is what Ford is actually doing: "Ford: electric vehicle race gives shares a jolt "US carmaker’s stock price has more than doubled since arrival of new chief with big plans for electric products. Ford plans $11bn electric pick-up truck investment with battery maker SK, Plants in Kentucky and Tennessee would employ almost 11,000 workers as carmaker pursues emissions goal"
I'm sure they do have big plans and apparently they have over 120,000 pre-orders for the electric F150 when are these plans going to eventuate between 2025 and 2030. They plan to launch the vehicle for sale in spring 2022 and have 'doubled' the number they will make to 80,000 in the first year. Ford are not saying how much if anything they will make producing it and of course we will be seeing the Osbourne effect on their profitable ICE F150s and as that is pretty much the only vehicle they make money on currently I doubt they will be rushing to produce the electric version even if they can source enough batteries.
You want to know who will buy the Cybertruck well fleet owners spring to mind first, they will not be worried what it looks like if it is 30+% cheaper to run and virtually maintenance free ditto self employed contractors and then hordes of fan boys because it will be fantastic value starting at $40,000.

Jep Eileen and Chump
Lets assume you are correct and the market has a hissy fit and share prices collapse. How much do you think Teslas share price will decline 25%, 50% more?
What will happen to Tesla if that happens. They have small debts around 10 billion and about 15 billion in cash the Grunheide and Austin factories are more than 85% complete so not much more capex required there, they are currently producing cars at a run rate in excess of a million per year and selling everything and still getting longer waiting lists.
Now compare and contrast with GM and Ford both of which have more debt than they are worth saddled with ICE vehicle plants building very low margin vehicles and trying to catch up with EVs which cost them more to make than they can sell them for (practically noboddy is going to buy an inferior EV to a Tesla at a much higher price). So who will go bankrupt first?
When Tesla have ramped up the new factories (very soon open by year end and quickly from there) they will be able to reduce the price of their vehicles (through new innovations like mega cast under-body parts, stainless steel bodies, 4680 battery cells) or will make really high margins or a combination of both.
Tesla do not need to raise more capital so a drop in share price would be far less catastrophic than for the opposition and the likelihood of it leading to bankruptcy for Tesla IMO very slim chance.

Eileen
Volvo are being very cagey on how many Polestar 2 they will produce, which will depend upon demand. Apparently they are aiming for tens of thousands per year, at that sort of as run rate I do not think we need to worry.

Jep
The reason Tesla power has the current footprint size is simple they are seriously battery constrained megapacks need an awful lot of batteries. This problem is now being resolved by Tesla agreeing to buy a vast quantity of LFP batteries from CATL. LFP batteries are ideal for static battery storage where their higher weight and lower power density is less critical than for vehicles. Tesla will not sell a Power pack now unless there is a solar roof included in the deal.
Now what you are saying about the money Tesla are aiming to be much higher margin than the legacy auto industry, now can you tell me any auto industry manufacturer apart from Tesla that is growing at a CAGR of 50+%. Perhaps building two huge multi billion dollar factories (one in Austin Texas and one in Grunheide Germany )and optimising and refitting an old factory (Freemont) and optimising and extending another factory (Shanghai) is where the money is going. What price Tesla shares when they are making ten million cars a year? twenty million cars a year?

Wolfie
Major FUD alert.
The share price is up to where it was in May and even though Q3 numbers have not come out yet it appears we are in for another record busting quarter. Standby for a for a concerted FUD offensive.

Wolfie
Well said.
Now something to cheer Eileen up a very comprehensive comparison between Model Y and Audi E-Tron
https://www.youtube.com/watch?v=KWZ0BhzZ7Sk
Do watch it to the end and bear in mind the following
1) This is the US version prices may well be substantially different over this side of the pond.
2) At the price the E-Tron is a cracking purchase but it seems to me that it has been priced to compete in the market place with the Tesla rather than to turn Audi a profit and we will never be able to find out how much profit or loss they are making on each vehicle. This will not matter for Audi at present they have ICE cars to subsidise E-Tron in the numbers they will be able to make in the immediate future because they will not have sufficient batteries to make large numbers.