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  1. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, much of what you say makes sense and I believe you are agreeing with me that they can't produce a $25,000 EV with 300 mile range because the technology is not there yet. While they will get economies of scale as they ramp up production in various locations, I believe they barely make a...
  2. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm pretty sure I mentioned the Fremont facility where they are ramping the Y... that's this year. So that gives the model Y this year, the Berlin factory next year. Isn't that what I said? I guess I did omit model Y next year in Shanghai. Still, that's the immediate forecast. The hard...
  3. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It may be worth it to you, but many people don't even use cruise control. The "extra" value in a Tesla is not the issue when comparing to ICE. The majority of people simply want transportation at a good price. I'm pretty sure you can still get a Corolla for under $20,000, but still, I think...
  4. S

    Recent Change to Vampire Drain

    I don't know that the vampire drain is a big problem for me, but it was something I always needed to be aware of since half the week I am not at home and have to charge at superchargers... at least before the virus. Now with 1% over three days it's just not an issue I even think about. Well...
  5. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Reporting facts is not spreading FUD. I think when I posted that someone pointed out a mistake I made. Maybe it was only one battery replacement or only two motors, but otherwise that is just facts, no? I even pointed out this was one example and so not the whole story. No, I had my facts...
  6. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Lol. I ran into her several times while charging. I hit one charger a lot on my regular trips and she lived nearby. Very cute, but far below my age. She was not the sharpest pencil in the box for some things (had trouble using apps on her phone), but I think she knows people well. She...
  7. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't want to be argumentative, but you seem to be honestly asking so I'll respond. The big % growth in revenue came from starting the sales of the model 3. The S and X were never going to be large sellers. Tesla did a good enough job getting the model 3 out the door and then did a good job...
  8. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sure, few analysts actually are better than a coin flip, obviously since they so disagree. But they influence the market and they flipped at the time when they were clearly right. A kilobuck is just too high for this stock at this time. Even Musk said that I believe. Or was he misquoted?
  9. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do you really think lots of people will pay not only the starting price (which is over $35k if you want summon I'm pretty sure) by the extra for that sort of feature? I'm too nervous to even try to use summon on my car because of the legal issues. I expect we will find the legal issues to be a...
  10. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree with much of what you write, but I don't agree about the range on trips. The current 300 mile range vehicles are only good for a little over 200 miles or roughly a bit more than 3 hours for most people. On trips lots of people want to drive until they drop before stopping. Even if...
  11. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If they could make a compact model to sell for $25k, why wouldn't they do that now??? Not sure what you are saying, I don't see a verb. Personally I don't think they could sell anywhere near that many at that price. That is the big issue that will need to change and that is the big issue...
  12. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You are right about one thing, this does not belong here. You are wrong that the SARS-CoV-19 is just another "cold". Try telling that to Nick Cordero. Meanwhile Texas is still a tough place to buy a Tesla. Is any progress being made on that front? How many states are still not letting...
  13. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is the performance issue really so important? First, how many model 3s can perform at that level? Most are much more mundane and still pricey compared to many cars that people buy in large quantities. If Tesla made 10,000,000 model 3s and Ys per year to sell at $35,000 each, I don't believe...
  14. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thank you. Part of the reason I am back in this thread is because early in the year about the time I stopped posting it seems a moderator thought I was "spreading FUD" simply because I discussed the possibility of Tesla not continuing to be profitable. I think one of my posts even mentioned...
  15. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think the parts that are hard to match are the range and the price. Obviously the performance is virtually free since it doesn't take a huge effort to get amazing performance from an EV. But even in a small car a 400 mile range battery is going to push the price way above an ICE. Even if...
  16. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'll take your word for those numbers of production. We will get production and sales numbers at the end of the month, no? But I can't see how they will manage a profit this quarter. Even just delivering cars in the current situation is difficult. How likely do you think even a tiny profit...
  17. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The price was $920. That's pretty damn tempting. It would cover a lot of taxes but I do have confidence the stock will do well longer term. The trick is always about timing. Would it be better to sell at current prices and reinvest at a lower price or just wait until 2021 and pay less taxes...
  18. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Whoa, whoa there boy! I'm looking at a data series that shows a cycle of swinging positive and negative. Why would anyone think the cycle has ended based on this data? Why do you have to call me a liar? I'm not saying I agree with the data. But you can't deny that is the trend in that...
  19. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't see x axis labels on that graph, but it seems to maybe quarters? In that case it would seem to indicate EBIDTA crashing again in the next six months. Personally I've never understood why anyone would care about EBIDTA. The IDTA part of finances can turn a nice profit into a huge...
  20. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not really talking about body shops, but that is good. Every time my X has been in the shop it has been for items no one can buy from Tesla. The new one is the yellow border. Not sure what to do about that. They call it "cosmetic", but it impacts the visibility of the screen edges. Tesla...
  21. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Your optimism did not pan out today. Perhaps it was because Tesla was trading at an all time high that is hard to justify at this point in time. I would expect to see pricing more like 500. I'm not sure what Q2 results will bring, but they can't be terribly good. I guess it will depend on...
  22. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There are lots of fanbois here. I'm trying to be realistic. I am still holding 288 shares and put in a sell order for 920 the other day, then canceled because I've already sold a bunch and don't want to pay more taxes. I want to properly estimate the likelihood of doing better by holding...
  23. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Texas may well see a lot more issues in their second wave than they did in the first. Even if the infection rate never over tops the hospitals, there are 2,000 new cases every day in Texas and 25 deaths. That puts this disease high in the list of preventable deaths. Yes, preventable. The...
  24. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why are employees good? Employees cost lots of money that you have to sustain. In slow times they get laid off losing experience and in good times they have to be hired and trained. A good company is a lean company that doesn't need as many employees.
  25. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    50% growth for 10 years seems a bit over stated. That would amount to growth of 58x from the current level of a third of a million to become nearly a quarter of all world vehicle sales. Even so, there will be who knows what bumps in the road slowing progress. There is presently no reason to...
  26. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is there a lot of profit on cars in space? New and growing market perhaps?
  27. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We are years before a shakeout happens in the EV market. There may be a few more Dysons where companies just don't make it, but the market is not remotely mature enough for that. Maybe sometime after 2025 or later. We may end up losing some of the big iron auto makers through mergers. Many...
  28. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Right, wait, what? Won't lower demand for oil reduce prices and cause fewer people to switch to BEVs? I forget if it is Toyota or Honda that is betting on plug in hybrids and that might not be a wrong bet. Even if the hype about charging being a PITA is overblown it's more about perception...
  29. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, but that is a long term view. Sales of cars tend to be driven by short term effects. Short term all auto sales are down. Even with the recent rise in oil prices over the last month or so, it's still far below the prices at the start of the year. Yeah, but it will be another couple of...
  30. S

    Recent Change to Vampire Drain

    I've always seen about 1% per day vampire drain on my 100 kWh battery. The last couple of months it has been much less, maybe a third of that. I haven't changed any settings on the car. Has Tesla changed something when the car is idle that dramatically reduces the drain?
  31. S

    Android App Notifications Too Long to Read

    Yes, thanks for the reply. My phone is a Moto X4 android. Here is a screen shot in the horizontal mode which gives the most room for long lines. They still can be cut off. On your phone they seem to wrap. On mine they don't. This is not unique to the Tesla app. I thought there might be a...
  32. S

    Android App Notifications Too Long to Read

    On my phone when I get notifications from the Tesla App they often are too long to fit on the screen. The notifications don't wrap and they are cut off with ... added to the end. How can I read the full notification? Tapping the notification only takes me to the Tesla app which does not show...
  33. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What is the car in your avatar? Is it an old Volvo? It doesn't look American to me.
  34. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Where did I ask for advice??? I was hoping to discuss the issues involved in evaluating the risk of the stock dropping between now and then. Like, anyone actually have an idea of the profit to be reported for Q4? That will be a HUGE factor going forward. It doesn't matter how many cars you...
  35. S

    Tesla .. going downhill?

    Earlier I thought you said CR was biased??? Only Tesla has the one true database!!!
  36. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure why you think I'm "freaked out" and I never asked you to decide anything. I pointed out the decision I need to make. My concerns are, 1) Q4 profit numbers 2) Q1 quarter results, production and profit 3) anything else that might tank the stock in the next 5 months. Not likely, but...
  37. S

    Tesla .. going downhill?

    I'm not sure what you are referring to. Tesla does not acknowledge that DC fast charging whacks the battery, but there does seem to be evidence it does. All charging is a balance between rate and wear, so the question is not "if" but "how much" extra wear comes from fast charging. You seem to...
  38. S

    Tesla .. going downhill?

    I'm in the same boat of telling people to chill for a few years before buying an EV. I think they will take over the world, but not until some realistic competition applies enough market forces to get the bugs worked out.
  39. S

    Tesla .. going downhill?

    I really don't know what your point is. You seem to think that unless you have the problem it isn't much of a problem. Ok, that's your opinion. It is worth the same as everyone else's. Thank you for your opinion.
  40. S

    Worrisome auto-acceleration

    I don't see that term anywhere. Tesla doesn't define "highways" which they list separately from limited access roads. It is not the same as freeway it seems which *is* a limited access road. So my events were on a "highway".
  41. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No, waiting doesn't make a penny for you. You make money when by selling the stock higher than you bought it. Just ask Uncle Sam, he'll tell you when you make money. Bigger, perhaps, but not useful also. What is important is to maximize profits. Buying a stock at a good price, missing a...
  42. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How do I get to the restaurant without the car and how do I get the car back to charge if I drive it to the restaurant. There's a breakfast diner by the charger that is 200 miles from me! ;)
  43. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is he like Limbaugh with a disclaimer on the web site saying it's not news, just entertainment?
  44. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah, but the question is "when?" Even if the stock does produce a profit matching the current market cap, if it takes 20 years for that to happen, and the "intrinsic" worth of the company matches the stock price, is it worth waiting that long? I had stock in a company I worked for. I knew...
  45. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's why the current price is not sustainable.
  46. S

    Considering a purchase, Opinions requested

    If that is true it is sad. Electronics has a few wear out mechanisms that are related to use, but they are very slow in any properly designed gear. If a unit was failing more often at the 4 year mark, it means they did a crappy job of designing it. I don't think the MCU handles high power...
  47. S

    Tesla .. going downhill?

    You are preaching to the choir here. I love driving the car (mostly) but I hate the way I am treated by the company. You might want to rethink the supercharger revenge thing though. It may be cutting off your nose... Tesla doesn't say Supercharger use reduces your battery capacity, but my...
  48. S

    Getting an old car and installing an EV drivetrain, but then would have to change the brakes as well

    Not sure what you mean. Did you mean replacing DISC brakes sucks? Personally I wouldn't be so worried about having rear drums. It seems like a minor cost savings, but whatever. 4 wheel discs aren't that much better than front discs.
  49. S

    Car and Driver suffers Model 3 failure on 12/25, but car told them about it remotely

    I don't want to get in a battle of semantics, but what you claim you didn't say is exactly what you did say... So you are comparing my anecdotes to other anecdotes. Now you seem to be saying no one is qualified to make judgement of Tesla because they don't have all the data! So we must...

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