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Musk endeavours

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Howard
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Re: Musk endeavours

#284789

Postby Howard » February 16th, 2020, 7:29 pm

odysseus2000 wrote:Hi Howard,

Did you used to work for Microsoft?:

https://youtu.be/eywi0h_Y5_U

Regards,


No, but I was lucky enough to sell Apple shares around 5 years ago and bought Microsoft. :D

Maybe Tesla shares will do as well in the next five years.

Howard

odysseus2000
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Re: Musk endeavours

#284799

Postby odysseus2000 » February 16th, 2020, 8:29 pm

Howard wrote:
odysseus2000 wrote:Hi Howard,

Did you used to work for Microsoft?:

https://youtu.be/eywi0h_Y5_U

Regards,


No, but I was lucky enough to sell Apple shares around 5 years ago and bought Microsoft. :D

Maybe Tesla shares will do as well in the next five years.

Howard


Apple up about 3x in last 5 years, Msft up 5x in last five years, so a good change for you.

Regards,

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Re: Musk endeavours

#284975

Postby odysseus2000 » February 17th, 2020, 4:31 pm

Benefits of vertical integration in manufacturing based on new 3 teardown:

https://www.teslarati.com/tesla-hardwar ... -teardown/

Regards,

odysseus2000
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Re: Musk endeavours

#285150

Postby odysseus2000 » February 18th, 2020, 11:31 am

Tesla apparently considering using iron phosphate batteries:

https://seekingalpha.com/news/3542534-t ... ent=link-3

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Howard
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Re: Musk endeavours

#285258

Postby Howard » February 18th, 2020, 6:57 pm

Bill Gates chooses a Porsche Taycan. ;)

https://www.bbc.co.uk/news/technology-51546891

regards

Howard

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Re: Musk endeavours

#285261

Postby dspp » February 18th, 2020, 6:58 pm

Howard wrote:Bill Gates chooses a Porsche Taycan. ;)

https://www.bbc.co.uk/news/technology-51546891

regards

Howard


Is it one of the self-immolating variety ?

https://electrek.co/2020/02/17/porsche- ... e-florida/

dspp

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Re: Musk endeavours

#285281

Postby odysseus2000 » February 18th, 2020, 8:58 pm

Howard wrote:Bill Gates chooses a Porsche Taycan. ;)

https://www.bbc.co.uk/news/technology-51546891

regards

Howard


For a while I followed Bill Gates on Twitter but I found him rather boring and stopped.

There was a video of him driving a model x on youtube which I had assumed was his, but it is all about choice and if he wants a Taycan then he wants a Taycan.

It will be interesting to see how the Taycan fair now that there are a few hundred out in the wild.

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Re: Musk endeavours

#285352

Postby odysseus2000 » February 19th, 2020, 11:09 am

Cyber pre-orders believed to have reached 500,000:

https://electrek.co/2020/02/19/tesla-cy ... ers-tally/

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Re: Musk endeavours

#285353

Postby odysseus2000 » February 19th, 2020, 11:22 am

Energy generation and storage seen as drivers of Tesla share price and caused a raise of the price target:

https://www.bloomberg.com/news/articles ... t-high-928

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Re: Musk endeavours

#285383

Postby odysseus2000 » February 19th, 2020, 1:16 pm

Interesting video demolishing a bear on Tesla. Folk who are bearish on Tesla might find this of interest;

https://youtu.be/xAbk6Y0R4qI

Regards,

Howard
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Re: Musk endeavours

#285502

Postby Howard » February 19th, 2020, 7:51 pm

odysseus2000 wrote:Interesting video demolishing a bear on Tesla. Folk who are bearish on Tesla might find this of interest;

https://youtu.be/xAbk6Y0R4qI

Regards,


Just listening to this guy's monotone delivery almost persuaded me to short Tesla. :roll: .

Is there a reward for suffering through the whole video? I managed a couple of 20 second samples.

Sad!

regards

Howard

As an antidote, this may be worth a read:

https://www.forbes.com/sites/jimcollins ... 08f5a58d4a

odysseus2000
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Re: Musk endeavours

#285507

Postby odysseus2000 » February 19th, 2020, 8:08 pm

Howard wrote:
odysseus2000 wrote:Interesting video demolishing a bear on Tesla. Folk who are bearish on Tesla might find this of interest;

https://youtu.be/xAbk6Y0R4qI

Regards,


Just listening to this guy's monotone delivery almost persuaded me to short Tesla. :roll: .

Is there a reward for suffering through the whole video? I managed a couple of 20 second samples.

Sad!

regards

Howard

As an antidote, this may be worth a read:

https://www.forbes.com/sites/jimcollins ... 08f5a58d4a


Ha Ha

The reward is that if you see the mistakes this guy made you might adjust your own views and make some fast money, but I would prefer that the bears follow this guys lead as it helps make spectacular short squeezes.

Regards,

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Re: Musk endeavours

#285690

Postby odysseus2000 » February 20th, 2020, 3:10 pm

Renaissance fund shows how to make money with Tesla:

https://www.marketwatch.com/story/the-h ... 2020-02-18

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Howard
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Re: Musk endeavours

#285918

Postby Howard » February 21st, 2020, 3:56 pm

It will be interesting to read what effect the slowdown in China has on Tesla's sales in Q1 and Q2.

Reading across from commentaries from companies like Proctor and Gamble (see below) demand in China has dropped substantially, as well as consumer products this must affect the sale of all types of car and their supply chains including BEVs.

Tesla's sales in Europe, where they are reported, have dived in January and February and we know that their sales in the USA dropped in Q4.

We can expect a significant rise in UK sales this year given the massive UK government incentives for BEV company car drivers and there are ships delivering cars to Europe due to arrive before the end of March.

Tesla confidently forecast sales in excess of 500,000 this year just a couple of weeks ago. It will be interesting to see where these will come from. Obviously their investors believe they will smash this target but it's going to take some amazing growth in Q3 and Q4 to deliver this.

https://www.forbes.com/sites/andriachen ... 4ad850156f

regards

Howard

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Re: Musk endeavours

#285961

Postby odysseus2000 » February 21st, 2020, 8:12 pm

Howard wrote:It will be interesting to read what effect the slowdown in China has on Tesla's sales in Q1 and Q2.

Reading across from commentaries from companies like Proctor and Gamble (see below) demand in China has dropped substantially, as well as consumer products this must affect the sale of all types of car and their supply chains including BEVs.

Tesla's sales in Europe, where they are reported, have dived in January and February and we know that their sales in the USA dropped in Q4.

We can expect a significant rise in UK sales this year given the massive UK government incentives for BEV company car drivers and there are ships delivering cars to Europe due to arrive before the end of March.

Tesla confidently forecast sales in excess of 500,000 this year just a couple of weeks ago. It will be interesting to see where these will come from. Obviously their investors believe they will smash this target but it's going to take some amazing growth in Q3 and Q4 to deliver this.

https://www.forbes.com/sites/andriachen ... 4ad850156f

regards

Howard


We may see some uptake in S and X sales because both have biodefence mode with filters that stop virus from entering the cabin.

Regards,

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Re: Musk endeavours

#286238

Postby odysseus2000 » February 23rd, 2020, 2:57 pm

Model 3 achieves 350 miles in consumer reports test, compared to EPA range of 310 miles:

https://twitter.com/robertfall4/status/ ... 16704?s=21

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Re: Musk endeavours

#286639

Postby odysseus2000 » February 25th, 2020, 3:21 pm

For anyone interested, I am now out of all my Tesla with the hope of buying it back at lower prices, something I don't always manage and have to rebuy higher than I sold, but we shall see.

Regards,

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Re: Musk endeavours

#286665

Postby redsturgeon » February 25th, 2020, 5:45 pm

odysseus2000 wrote:For anyone interested, I am now out of all my Tesla with the hope of buying it back at lower prices, something I don't always manage and have to rebuy higher than I sold, but we shall see.

Regards,


Well done on banking some good gains!

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Re: Musk endeavours

#286681

Postby Howard » February 25th, 2020, 7:03 pm

odysseus2000 wrote:For anyone interested, I am now out of all my Tesla with the hope of buying it back at lower prices, something I don't always manage and have to rebuy higher than I sold, but we shall see.

Regards,


Congratulations on a good run! I know nothing about trading but you may have got out at the top, for the moment at least. I hope you are now not going to join the shorters ;) .

regards

Howard

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Re: Musk endeavours

#286711

Postby odysseus2000 » February 25th, 2020, 9:42 pm

Thanks for all the kind words.

It has been a fabulous run and I am well ahead of the profits I made last year with not 2 months gone, but this can all change.

Ever since I was at Uni I became convinced that fuel transport by hydrocarbons was silly for several reasons: Pollution, using finite resources, geopolitical uncertainty in the fuel source, gross inefficiency of ICE etc.

It was only when Tesla began to make electric cars that I began to believe things would change and it became clear to me that Musk understood both the physics, making his cars as good as they could be, and also the business of selling: Creating the top down approach while everyone else was trying the bottom up approach and making the cars safe and creating the charging infrastructure.

From an investor/tranders perspective, this imho is now a shorters market were for the moment results do no matter. I was trading meggit this morning (small size) after good results and the gap down. It reversed up as the results were digested and that was good for me taking a few bob off Igindex, but then the good results were all forgotten and the shares dived, tried again to rally and dived again.

These kinds of emotional dumps are loved by shorts as the price action is fast and deep, but for Tesla I still like the story too much to want to short it. However, many do want to short it, although there was no hit to Tesla on this report of the NTSB slamming Tesla:

https://seekingalpha.com/news/3545422-t ... ent=link-3

Nor have their been hits to Tesla on the coming trial where Musk is being accused of misleading investors in the purchase of Solar City, he is being defended by the same attorney who won the case over the British diver who Musk called a Paedo.

Tesla may still be a Teflon stock and defy the markets general down turn, or someone might find a solution to corvid-19 and cause the whole market to rip up.

Shortly there will be battery day too and that could be very big if Tesla have found a way to speed the production of batteries or have some other tricks that they can pull out. I am seeing some folk arguing that batteries can't be improved and that this is the Achilles heel of BEV. I doubt that as battery tech is new and there are only now serious research programs into batteries and new variants like solid state batteries.

For investors/traders it is all about price and movement. These kinds of emotional markets tend to be very fast and very profitable if one gets on the right side and vice versa on the wrong side.

Regards,


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