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  1. MitchJi

    Install a 4680 pack and remove the PEM?

    Thanks for the Lotus Evora Conversion link! It seems like he did most of the work required to replace the pack in a first gen Roadster and remove the PEM. I'll try to find out and I'll post what I learn.
  2. MitchJi

    Impact of 2nd gen Roadster on 1st gen prices?

    Thanks for the replies! I learned something about myself and the market. I'm a practical person and factors that mean nothing to me are clearly very important to a substantial portion of the market for older classic cars.
  3. MitchJi

    Wanted feedback on MY pricing request For Elon and Franz

    Elon said that they won't sell enough to move the needle on their mission. So they are planning on pretty limited production. You could make the same incorrect argument about the M3P. So do you believe that it's impossible for you to ever make a good suggestion to Elon or...
  4. MitchJi

    Wanted feedback on MY pricing request For Elon and Franz

    Sandy seems to think my price estimates are realistic. Well Mitch these are all good thoughts however I have no direct connection to Elon. Maybe your thoughts on sending him copies is the best approach. Good luck and let me know if you are successful. Sandy Sent: Saturday, August 7, 2021...
  5. MitchJi

    Install a 4680 pack and remove the PEM?

    @miimura Thanks! I think a sawzall or a bandsaw might work. Depends on if the cells are touching. @X.l.r.8 "I think a M3P motor would be a much better option. Built in inverter.." Would that be easier to control than the OEM motor? How difficult to mount? The most fun would obviously be...
  6. MitchJi

    Roadster 3.0

    Question asked and answered on this Gruber video live now! David Jones Do you know if new 3.0 battery pack has new PEM or just a new board for the original PEM? We get different answers from Tesla.
  7. MitchJi

    Install a 4680 pack and remove the PEM?

    @X.l.r.8 Thanks again! So my idea to ditch the PEM isn't crazy? My goal is to get an inexpensive reliable Tesla Roadster. The 10 year old PEM are not reliable, unless you think reliably bricking the pack is a feature. Without the PEM CCS charging should be doable?
  8. MitchJi

    Install a 4680 pack and remove the PEM?

    Thank you! Exactly what I was looking for. You don't believe that putting a modern pack in a bricked Roadster can improve it? The 3.0 pack improves it. The PEM's are clearly a weak link. Thanks @Mark77a and @X.l.r.8 (again)!
  9. MitchJi

    Looking for a Roadster in Netherlands/ Europe #Daretoask

    I just started a thread about 1st gen Roadster prices here: https://teslamotorsclub.com/tmc/threads/impact-of-2nd-gen-roadster-on-1st-gen-prices.235041/
  10. MitchJi

    Impact of 2nd gen Roadster on 1st gen prices?

    I'm interested in opinions on Impact of 2nd gen Roadster on 1st gen prices. I was looking at adds here: https://grubermotors.com/product-category/vehicles-for-sale/roadster-teslas-for-sale/ and asking prices are up to 150k without the 3.0 upgrade. IMO that's insane! If you add 30k for the...
  11. MitchJi

    Looking for a Roadster in Netherlands/ Europe #Daretoask

    https://grubermotors.com/product-category/vehicles-for-sale/roadster-teslas-for-sale/ At least one from Norway is listed now.
  12. MitchJi

    Install a 4680 pack and remove the PEM?

    Thank you very much! Just to clarify I have ZERO intention of trying to use the original Roadster BMS. I hope to be able to use the BMS that comes with the MY pack. Thanks again 🙏 :)!
  13. MitchJi

    Install a 4680 pack and remove the PEM?

    I'll give you the benefit of my doubts and assume that you are trying ro be helpful, but if so your attempt failed. I'm hoping for a brief list of the major technical hurdles involved. I have 3 friends who I think could solve the problems but before presenting this to them I'd like to know...
  14. MitchJi

    Install a 4680 pack and remove the PEM?

    I'd like to buy a first gen Roadster. Plan A is to get a bricked Roadster buy used 4680 structural pack from a wrecked MY, when they become available, then either wait for someone (Jason Hugh's for example) to develop something to control the Tesla BMS or purchase a third party BMS and get an...
  15. MitchJi

    Good deal on a 2020 LR AWD or stick to a new 2021 SR+?

    I'd go with the used M3 IF you can convince Tesla to include FSD, definitely better resale!
  16. MitchJi

    What is going on with the salvage M3 prices?

    I've been considering buying a salvage M3 or MY. supercharging ia a requirement IMO because without it you won't get SW updates. I think that Tesla uses blown air bags to trigger turning off SW which is why (I think) flooded cars don't have it turned off. The grubermotors youtube channel...
  17. MitchJi

    Buying a M3 or MY at auction - how to know if FSD is on the car

    But one of my goals is to get a good deal on FSD. I didn't know any of this until I posted the questions. Quite a long time ago I "lived" on the investor forums until they were ruined by the combination of trolls and really awful moderation, confusing free speech with the right to yell fire in...
  18. MitchJi

    Buying a M3 or MY at auction - how to know if FSD is on the car

    I thought that the monroney only applied to new cars! It's very common for people to purchase FSD as an upgrade. How would you feel about it if you bought a used Tesla with a sef of expensive performance wheels and when you took the car in for service Tesla removed the rims? "we meant to...
  19. MitchJi

    Buying a M3 or MY at auction - how to know if FSD is on the car

    Thank you very much for the help ♥️. So if I purchase at an auction where I can inspect the car and it does have keys (some of the cars come with keys), if I turn on the car I can tell if the car has FSD? How?
  20. MitchJi

    Buying a M3 or MY at auction - how to know if FSD is on the car

    Hi, I’m planning to buy a M3 or MY at a dealer auction. How can I find out if a particular car has FSD? Can I use the vin number to check? Bonus question: If I doesn't come with a Keys how do I get some?
  21. MitchJi

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

    https://twitter.com/valueanalyst1/status/1224655395781824512?s=21
  22. MitchJi

    All engineering topics (out of main)

    I hopefully that they add phase change themal mass, probably in an insulated box that your can preheat when you are connected to power I read a post by someone with an oil heater who heated it before leaving for work and it kept his car warm for his whole drive to work. It much more efficient...
  23. MitchJi

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

    Excellent post, but you made one mistake above. The first sentence is correct but the remaining sentences aren’t. Options that expire sooner have great chance of expiring ITM so they hit one dollar of delta at a lower sp than options with a later expiration date. You can easily see this year...
  24. MitchJi

    Shorting Oil, Hedging Tesla

    I just read Clean Disruption of Energy and Transportation: How Silicon Valley Will Make Oil, Nuclear, Natural Gas, Coal, Electric Utilities and Conventional Cars Obsolete by 2030 by Tony Seba. I think it’s a better strategy to short companies that have most or all of their assets in high cost...
  25. MitchJi

    My SEC petition

    If you agree with this petition I'd appreciate any advice or help obtaining more signatures? Sign Petition: SEC and Judge Alison Nathan Please Treat Elon Musk fairly! Also advice on when and how to deliver it?
  26. MitchJi

    General Discussion: 2018 Investor Roundtable

    If you agree with this petition I'd appreciate any advice or help obtaining more signatures? Sign Petition: SEC and Judge Alison Nathan Please Treat Elon Musk fairly! Also advice on when and how to deliver it?
  27. MitchJi

    Near-future quarterly financial projections

    I think that Rob does a good analysis on today’s podcast: Tesla Daily: Tesla News & Analysis by Rob Maurer on Apple Podcasts
  28. MitchJi

    Near-future quarterly financial projections

    I think that this means that they might be getting close to migrating the MS-MX to 2170’s. Doing that will increase the,pack sizes by at least seven percent and decrease their pack costs by at least 40-50 percent.
  29. MitchJi

    Near-future quarterly financial projections

    I did receive a reply: My reply (no response):
  30. MitchJi

    Newbie Options Trading

    I currently have 72 J19 $380’s that are deeply red, mostly purchased when the SP was about $350. I added about six more (all in) a few days ago. I’m planning to move some of them to something like October or November $350’s just before the October numbers and again just before the Novelmber...
  31. MitchJi

    Near-future quarterly financial projections

    If you email Tesla IR with a list of questions they should get back to you? I just sent them the following: If anyone else wants to chime in I’d appreciate the support. I’ll post it if I get a reply.
  32. MitchJi

    Long-Term Fundamentals of Tesla Motors (TSLA)

    Tesla has figured out how to produce affordable batteries. BMW has focused on minimizing the amount batteries required, probably because they believe that producing affordable batteries is impossible. Obviously BMW and the rest of the automobile industry have made strategic blunders!
  33. MitchJi

    Battery Pack Costs Plus Overlooked or Underappreciated Items from Q4 Call

    Yes! Some information about battery pack technology: Luna Cycle Announces Wire Bonded Ebike Battery Packs The M3 teardown: My opinion is that Tesla blundered with the M3 pack problems. And they still have a lot to learn about automobile production. But overall they’v focused on battery...
  34. MitchJi

    Battery Pack Costs Plus Overlooked or Underappreciated Items from Q4 Call

    And so far ahead of Mercedes that they believe that the semi violates the laws of physics (you couldn’t make those things up :D:)). Competition?! What competition? There initial statements were very clear the 30-50 percent reduction estimates were due to the Gigafactory, not cell...
  35. MitchJi

    Newbie Options Trading

    With j19’s I probably buy options that are close to the money so that I’m not paying for intrinsic value but the delta will increase rapidly and to minimize the risk. With J20’s I’d get something like $350’s. Note: The SP does not need to go over the strike price to make a huge profit on...
  36. MitchJi

    Tesla Investor's General Macroeconomic / Market Discussion

    The problem is that we have a “moron” (to quote rex tillerson) in charge. tRump plan :(?! That’s the definition of an oxymoron.
  37. MitchJi

    q1 2018 earnings estimates

    I believe that they always intended to eventually go to 24-7 at Fremont. The reason that they waited was that Gigafactory production was the bottleneck. So I think that means that they have the Grohmann line installed.
  38. MitchJi

    q1 2018 earnings estimates

    By Q4, if not in Q3 they’ll start selling SR Packs and non-premium interiors.
  39. MitchJi

    Newbie Options Trading

    Why DITM now with the SP being extremely undervalued?
  40. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    That could be correct but for now the quarterly production numbers are pretty much irrelevant. For now it’s all about the production rate.
  41. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    I'd be more concerned about @Tenable's April and May calls.
  42. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    IMO right now those patterns are only useful to demonstrate what's possible. IMO right now everything depends on the M3 production numbers.
  43. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    By Monday IMO it will be all about model 3 production numbers regardless!
  44. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    Yikes! I'm a little concerned about our June and Septembers (mostly bought when the SP was about $296).
  45. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    Which might happen in early April or May.
  46. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    Or sell only MS-MX outside the USA.
  47. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    That’s a sure fire method to not have any leverage when the SP goes ballistic.
  48. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    They clearly stated that they don’t plan to get from 5k to 10k by adding production lines.
  49. MitchJi

    TSLA Market Action: 2018 Investor Roundtable

    Will that be like a shareholders meeting or just a vote?
  50. MitchJi

    Articles/megaposts by DaveT

    Dual rate M3 springs, $335 per set. Softer ride (proven on this video) plus (claimed) better handling Published on Feb 14, 2018The Model 3 has got a bit of a bad reputation for having a rough ride. I’ve had mixed feelings about it personally. In this video, I show the before and after...

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