re: Investing In Tesla

Do you think a dip is coming within the next couple months at a lower price point?

I think what you're missing is we're at a time in society where people are tired of being tied to oil prices going up or down based on some shite nations like venezuela,saudi arabia,iran, iraq,etc and having to deal with the constant fluctuations in price due to those countries. Remember how bonkers prices got years ago? Im in the gas station business, the fluctuations are insanity, and I think most people are fed up with servicing cars, buying gas, and other annoying quirks of car ownership

a BEV is better in every way, people have range anxiety now and the fear of can my electric car take me from point a to point b and it doesn't help when Lexus runs campaigns to try to scare people away from buying electric cars. Like this....



Tesla has made it possible to drive your electric car with long distance and easily accessible supercharging for longer trips. If Tesla could sell millions this year, they probably would. I can't imagine most buyers of mediocre $35K US cars would really rather some POS over a Tesla which is quietly turning into quite the status symbol.

I respect your opinions and thats the kind of views I wanted to people to bring in this discussion bc I really do think the paradigm shift of gas powered cars to electric cars is going to be quite the story of the next 20 years.

Well considering they're projecting a $10-12 trillion dollar annual market by 2035 with tesla being at the forefront of it, I would say I like Tesla alot. Musk said his grand vision involves you buying a tesla and since most only use their car a few hours a day, you would enter it into an uber like system where it would go around making money while you werent using it.....sounds nuts.....but so is everything else he said 10 years ago.

I posted in the OP a graph with their projections. Tesla has more real world data at this point than anyone else. Google has a ton too but no cars of their own. Tesla is leading having cars like that and electric. Is your self driving car gonna drive to a gas station and pay for fuel and charge? Teslas superchargers are free and they have snake chargers in development that can fill your car shortly

Tesla Snake Charger

I changed the title if thats what matters, im willing to bet it was more tards who dislike me requesting the adming and asking for it to be anchored. I posted a thread on the help board, perhaps if some of you interested in keeping it up can post in there and an admin will stop the nonsense

LOL yea only the best and brightest minds invested in tesla early, here's musk dissing cramer like that on the IPO day and says the same exact thing

LINK

Cramer saying sell tesla on the IPO day at $18 lol

As an addition to this thread, how would you play lithium suppliers? Is the supply limited?

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As an addition to this thread, how would you play lithium suppliers? Is the supply limited?

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Lithium isn't as rare as you think, but you can play the ETF LIT if you want, I personally do not. Although cobalt though is the rare one needed and hedge funds have recently been circling their wagons and buying up a big chunk of the supply. The thing is, we don't know where battery technology is headed, who knows if tesla has a breakthrough, who knows what future batteries are comprised of. What we know now, is the new 2170 cell that tesla is manufacturing is hands down the best battery made, with the highest energy density. The media of course acts like this is no big deal, but the reality is they're really pushing the envelope and we're not far away from the tipping point where the battery is cheaper than the gas engine. Most in the know say that number is $100 KWHr, were really not too far away from that bc we know LG was supplying GM batteries at $145 KWHr and Tesla wont really disclose where they are. To grasp what those KWH numbers are, the P100D uses a 100 KWHhr battery, at $100 thats a $10,000 battery.....for the worlds fastest car. Put that in perspective vs other super cars like a Ferrari LaFerrari or Pagani Huayara that cost millions and I don't know what there is to hate on.


Tesla's New 2170 Cell

Here are some good looks for lots of reading daily on BEV's

Electrek

Inside Ev's

Teslarati

Tesla Investors Forum

Still not at its highest ever, but they've been buying up alot of it.....

What we need is more big auto producing and marketing more BEVs. Im telling you, one big issue right now is the ignorance of the average consumer and I don't blame them. Look at the garbage offerings we've had to this point in the sub $100k+ BEV segment. We had the BMW I3 which could do 80 miles on a charge, and the nissan leaf which was an utter piece of trash, so when people think electric cars, they instantly laugh and think clown car. The model S was the first good looking electric car that could go a couple hundred miles on a charge. The model 3 is coming with 200+ miles this summer, thats a gamechanger, that was something that until now was reserved for the rich. The average person doesnt need more than 200 miles at once, so its plenty for most people.

Big auto is fighting the BEV every step along the way instead of helping speed up its adoption bc they know its impossible for them to compete with tesla with their current business model, so if you can't compete with them, your best alternative is to constantly bash them. Remember when Samsung was paying trolls to bash apple online? That's literally all big auto can do at this point. Why are all big autos electric cars coming in a few years? Why doesn't anyone see the popularity of tesla at this moment in the high end segment and make an attempt to compete? Mercedes could make an Electric S class, BMW an electric 7 series. At least thats what the media constantly makes it sound like, that competition will come in droves and wipe out tesla.

Everyday you hear more and more vaporware from big auto, nobody really has plans for a mass produced BEV, sure they can render cars and produce a couple thousand, but those are more compliance cars than anything else. Pretty soon Tesla is gonna announce plans for gigafactories 3,4,5 musk said & he was in china this week meeting with their leadership, so I wouldn't be shocked if he announced one there bc currently Tesla's in china come with a 45% tax bc they aren't made in china, so he can build some in china, their market is large enough to warrant their own GF.

The reality is all the brainpower in the auto industry is going to tesla. None of the bigshot engineers even want to work at GM,ford,etc anymore. To them, its all about working on interesting endeavors, and tesla has so much potential that they get all the talent like a top silicon valley tech co like Google.

Until big auto wises up and starts to give the consumers what they want, they're going to miss the biggest shift in history. Consumers by the hundreds of thousands are lining up years in advance to give you tesla $1000 for the honor of buyng a decent electric car, big auto doesn't realize that nobody is ever gonna line up for a camry or altima? Imagine 600,000 people lining up to preorder the new camry LOL yea right. Im sure they do, but what could they possibly do at this point? Start focusing 100% on the BEV? Gigafactories aren't built overnight, tesla's has taken years. Change your business model and dump all the dealers? Is that even possible now, the dealers paid millions for their dealerships.

I just cant grasp how automakers can enter the BEV game competitively in any way, if someone else has a way please let me know what Im missing. These efficiencies are why states are trying so hard to block tesla direct sales.

Recently Morgan Stanley commented on how tesla is not just a car company and its penetrating multiple multi trillion dollar markets

CNBC: Tesla's Multi Trillion Dollar Opportunity

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He identifies a number of markets within Tesla's "ecosystem" it could address:

a $10-trillion light vehicle mobility market
$1-trillion logistics market
$2-3 trillion energy storage market
and a potentially multitrillion-dollar market based on delivering content and monetizing data collected during the 600 billion hours Tesla owners (or passengers) spend in the cars.

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Barry, thats fine Im sure they all are, but the thing is, lets pretend they start at this moment. The current model calls for low margin sales to franchised dealers who then sell cars for big profits and the parent company profits on sale of parts and warranty service, correct? In the battery car industry, you have 18 moving parts in a tesla, a regular car has well over 2,000. If you can't profit on service bc there are no oil changes or timing belts or transmission, then how can big auto profitably enter the foray vs Tesla who is selling the cars directly themselves?

Tesla has no middle man who needs to make X to pay for his overhead. Have you seen tesla dealers? They're tiny stores in malls with 2 fully loaded models, one S and one X, the mercedes dealer by my house easily has 300 cars, and probably $15-20M in inventory just sitting there while the owner wastes money on his floor plan financing.

Im not saying big auto cannot compete, Im saying that until they show me something like plans for a gigafactory, which BTW if they start today, wouldn't even be ready for years. Show me plans that you're going to enter the BEV market in size, and maybe then I'll stop being bullish on tesla but as we stand, we have 1 company, penetrating with 50-80% YoY growth, and no legit competition anywhere on the horizon.

It's going to take much more than building a car, you have to build the charging infrastructure like tesla too. What good does it do if mercedes launches a new $35K electric car and if you buy it you have nowhere to charge it while you go on a long distance trip? Id rather a tesla with superchargers everywhere.

Thats what im getting at where when you have the gigafactory + the charging stations + the car you have a total package, and if big auto thinks they're going to buy batteries from a supplier they're mistaken bc suppliers are limited in quantities, tesla with panasonic is gonna be the biggest battery producer on earth and they wont even have enough to fulfill their own demand so how will big auto compete on that scale without a factory thats years away at the earliest.

I'd love to think they would but to this point Im just seeing nothing but talk