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To: Sr K who wrote (21139)3/26/2023 10:20:09 AM
From: Stock Puppy
   of 22656
 
But they are private, no?

Not on the stock exchange?

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To: Sr K who wrote (21139)3/26/2023 3:17:33 PM
From: A.J. Mullen
   of 22656
 
This article claims a calculation based on that leaked offer values Twitter at less than half of what was paid, theguardian.com. Are Tesla shares still pledged as collateral for loans to buy Twitter?

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To: A.J. Mullen who wrote (21141)3/26/2023 3:29:40 PM
From: Sr K
   of 22656
 
You write a sentence and end it with a question mark.

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To: Sr K who wrote (21142)3/26/2023 4:17:03 PM
From: A.J. Mullen
1 Recommendation   of 22656
 
Yes. The sentence contained a question. A question mark is required in standard English grammar.

Surely you're aware of the premise? If not, please read this, reuters.com

I'm aware Musk has sold some shares, forbes.com

Presumably he's reduced the loan outstanding for his purchase of Twitter. I have not followed this in detail, and it's arguably only relevant to this thread if there are more shares pledged, hence my question:

Are Tesla shares still pledged as collateral for loans to buy Twitter?




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From: Sr K3/27/2023 9:15:29 AM
   of 22656
 
The Paper-Thin Steel Needed to Power Electric Cars Is in Short Supply

U.S. Steel and Cleveland-Cliffs jockey with foreign rivals to supply the crucial material for EV motors

Photo Illustration: Adam Falk

By Bob Tita

March 27, 2023 5:30 am ET

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Large U.S. steelmakers are ramping up production of a hard-to-make, paper-thin steel to capture a fast-growing market for a material critical to powering electric vehicles.

Cleveland-Cliffs Inc. and U.S. Steel Corp. are jockeying with a small group of foreign-based steelmakers that produce electrical steel, used to convert electricity into mechanical power for motors in products that include washing machines, air conditioners, power tools and more recently, electric vehicles.

Exc.

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From: Eric3/27/2023 6:45:49 PM
2 Recommendations   of 22656
 
UPDATE

Tesla Inc

North America

Rising China Battery Inventory: More US EV Price Cuts to Come?

March 27, 2023 01:20 PM GMT

Adam Jonas, CFA, Jack Lu, Evan Silverberg CFA CPA, Daniela M Haigian, Matias B Ovrum, Diego Ortega Laya

In a globally connected auto industry, China’s EV price war may suggest a broader adverse imbalance in EV S/D. Fungibility of supply can impact non-China markets too. We’re prepared for more EV price cuts in EU and US.

COMPANY DATA

Tesla Inc

(TSLA.O, TSLA US) Autos & Shared Mobility|

United States of America

Stock Rating
Overweight
Industry ViewIn-Line
Price target$220.00
Shr price, close (Mar 24, 2023)$190.41
Mkt cap, curr (mm)$666,868
52-Week Range$384.29-101.81
Our China battery team (led by Jack Lu) notes that domestic EV battery inventory continued to rise to ~152GWh at end of Feb.

Major links in the EV value chain are all dealing with considerable inventory levels now and our China team believes de-stocking has a long way to go.

Chinese Lithium carbonate spot prices have fallen by roughly ½ since early December 2022, representing several thousand dollars lower raw material price per EV.

China is the world’s largest auto market, by far largest EV market and has for years been the most profitable auto market in the world.

While not disclosed by Tesla, we estimate China accounts for between 30% and 40% of Tesla profit. This is falling over time due to competition and incremental growth of Tesla sales outside of China.

While Chinese light vehicles are not on sale in the US market (yet), we believe excesses throughout the battery supply chain could find a way to ex-China markets over time, driving competitive actions.

While we believe Tesla should be able to achieve its goal of a minimum 20% auto gross margin in 1Q23, this may prove difficult to defend in subsequent quarters in the event of continued downward price competition and slowing economic growth following recent events in the global banking sector and knock-on impacts on the consumer. For further details see our battery team's inventory note here.

Exhibit 1: China's Estimated Implied Domestic EV Battery Inventory


Source: NBS/CAAM, Morgan Stanley Research

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From: Savant3/28/2023 3:14:49 PM
1 Recommendation   of 22656
 
Bread crumbs leading to a Tesla CyberVan/?

youtube.com

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From: Eric3/29/2023 7:54:19 AM
1 Recommendation   of 22656
 
News

Tesla market share explodes in Q1, overtaking BMW, Mercedes, and others


Credit: Richard Santos Lopes Twitter



By William Johnson


Posted on March 28, 2023


New data from Cox Automotive found that Tesla was the fastest-growing automaker in the industry regarding market share during Q1.

U.S. EV market share has almost always been dominated by Tesla, but in terms of the broader market, the EV leader has lagged behind legacy automakers. However, that standing has quickly changed as Tesla ramps production and EVs increasingly become more popular. Now, according to new data from Cox Automotive, Tesla was the fastest-growing automaker in terms of market share in the United States during Q1, even overtaking many legacy brands.

Cox Automotive found that during Q1, Tesla controlled roughly 5.1% of the overall market, placing it above brands like BMW, Mercedes, Mazda, Subaru, and even Volkswagen within the United States. This is a 1.4% jump compared to last year’s average, making Tesla the fastest-growing brand in this metric.

Cox had more good news for Tesla. While General Motors remains the leader in overall sales, controlling 16.7% of the market, Tesla was the fastest growing automaker in sales growth among brands, with over 2% market share, growing by 39.5% year over year, and by 37.6% compared to Q4 2022. However, it should be noted that Rivian was the fastest-growing automaker in sales overall, growing by 563.8% year over year.

Cox calculated that Tesla sold 180,993 vehicles in Q1 of this year.

Surprisingly, most brands saw sales contract in the first quarter of the year, particularly compared to Q4 of last year, which was a sales boom for many top brands. Nonetheless, General Motors, Ford, and Volkswagen saw some of the most significant year-over-year growth out of major brands, minus Tesla, growing by 15.3%, 11.3%, and 26.1%, respectively.

On the flip side, many brands had some of their worst performance in a long time, particularly Toyota, which saw its market share collapse by 2%. This aligns with previous results and is likely influenced by the fact that Toyota and Honda customers are some of the most likely to buy a Tesla.

Other brands that saw sales contract include Hyundai and Stellantis brands, which saw their market share drop by 0.3% and 0.9%. However, results from last year were not great indicators, as both brands saw growth in either year over year or compared to Q4 2022, but the reverse in the opposing metric.




Credit: Cox Automotive

teslarati.com

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From: Sr K3/29/2023 9:33:33 AM
1 Recommendation   of 22656
 
Elon Musk, Other AI Experts Call For Pause in Technology’s Development

Appeal causes tension among artificial-intelligence stakeholders amid concern over pace of advancement

Photo Composition: The Wall Street Journal

By Deepa Seetharaman

March 29, 2023 8:33 am ET

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Several tech executives and top artificial-intelligence researchers, including Tesla Inc. Chief Executive Officer Elon Musk and AI pioneer Yoshua Bengio, are calling for a pause in the breakneck development of powerful new AI tools.

A moratorium of six months or more would give the industry time to set safety standards for AI design and head off potential harms of the riskiest AI technologies, the proponents of a pause said.

Exc.

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From: Sr K3/29/2023 6:50:12 PM
   of 22656
 
Updated 3:03 PM

Elon Musk, Other AI Experts Call for Pause in Technology’s Development

Appeal causes tension among artificial-intelligence stakeholders amid concern over pace of advancement

Photo Composition: The Wall Street Journal

By Deepa Seetharaman

Updated March 29, 2023 3:03 pm ET

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(2 minutes)

Several tech executives and top artificial-intelligence researchers, including Tesla Inc. Chief Executive Officer Elon Musk and AI pioneer Yoshua Bengio, are calling for a pause in the breakneck development of powerful new AI tools.

A moratorium of six months or more would give the industry time to set safety standards for AI design and head off potential harms of the riskiest AI technologies, the proponents of a pause said.

Small update I see.

Photo Composition: The Wall Street Journal

Exc. no change that I see

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