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  1. F

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

    I don't know if you are joking about this or not. Maybe I just don't get your style of writing. Sorry, I'm not sure what you are saying. Your description of Q4 as "spectacular" Q4 seems overdone since it was just Tesla doing what they said they were going to do, no? They actually barely...
  2. F

    HV Battery replacement

    Wear by age is small in comparison to use. While it happens, unless you are a 5,000 miles or less user, it's not likely to impact your battery life.
  3. F

    Not enough regen braking

    i'm not sure if you were addressing my post or not. The motor doesn't need to overheat. Dump 50 kW into the motor for 10 seconds. Move 5 kW into the battery for less than 2 minutes. See the difference? Brakes won't take 15 kW continuously. Try driving DOWN Pike's Peak sometime. They...
  4. F

    Not enough regen braking

    It's not just being lazy. Driving with different "feels" to the car is dangerous. I have expected my car to slow down with my foot off the gas only to find I have to quickly hit the brake. It's also less efficient with less regen. Today it was around 32°F when I fired up the beast and even...
  5. F

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

    I read that it is not unusual for some percentage of workers to not return after the holiday and with the Coronavirus that may be exacerbated. Also, while things are looking better with the new infection rate, it is a long way from being over and it has potential for getting a lot worse. I'm...
  6. F

    Supercharger - Annapolis MD

    Yes, I guess I was mixing it up with another location. I used it and got the charge I needed in a half hour. Not enough time to walk to Panera Bread. The pizza and beer place across the street didn't have wifi I could get to work, so I punted when my charge was done and ate in Edgewater...
  7. F

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

    Please provide a reference. I take exception with your use of "far more" efficient. I've not seen any data showing 60% conversion efficiency in coal plants. That may be theoretical, but the coal plants in use in the US are more like 30% to 35% efficient. Sorry, that seems like hand waving...
  8. F

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

    That is my point. There is a value to the company based on the revenue stream. There is a value to the company based on the cash on hand. The value of the stock is the combination of the two. When you retire shares by buying them with cash, it is an even swap and the remaining shares are not...
  9. F

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

    Maybe I've said this already, but I'm not saying the company won't do well and be worth more in the future. Clearly company has a long term historical trend upward and they have more room for being even more highly valued, but the anticipated growth of the company will make the company worth...
  10. F

    Tesla sold me a Lemon and called me to buy-back - HELP!

    I would be concerned about the costs involved in the process of buying the car. Some states have hefty titling fees and/or taxes. Will they compensate you for all that? The loan is no big deal I don't think. They don't have up front fees on car loans and they have to allow you to pay it off...
  11. F

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

    By definition luck is always luck and has nothing to do with investing for profit. I have complete confidence that I can buy TSLA at $300 or less and make a profit in a year or two. At $500 I am less confident. At $900 I'm ready to short. It will be around a decade for TSLA to make the sort...
  12. F

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

    If you actually look at the end to end numbers you will find EVs are not much more efficient than ICE when the entire process from end to end is considered. EVs have generally good efficiency in the CAR. But the rest of the system ends up being about the same as ICE. Much of the problem is...
  13. F

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

    I get what you are saying. But the Tesla share price is much more complex than just Tesla building cars and selling them. Tesla continues to borrow money to grow and that creates debt which must be paid every quarter. If something beyond Tesla's control prevents them from selling all the cars...
  14. F

    Electrify America Fast Chargers - Huh?

    I have no idea why you think any of the above is complicated. A cell connection is literally trivial. Every cell phone has one, including the $25 flip phone I bought a few years ago. The energy measurements are already in place in the cars. They display that info on the dash in the cars I've...
  15. F

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

    Don't know how low it might go. I certainly didn't expect to see >$200 after buying around $300 and didn't expect to see >$900 after selling some at $520. Nothing wrong with taking profit at times you don't think will be seen again in the near future. I'd like to buy again somewhere below...
  16. F

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

    I gave it more thought, meaning at some point when my mind had nothing else to do like sitting on the throne, and I realized it is as I originally stated. The company is worth some market cap with X amount of cash. If the cash is spent to buy back stock the total value of the company is...
  17. F

    Door Pillar Camera Blocked

    How about a seeing eye dog for humid days? It can run out in front of the car and lead the way.
  18. F

    Door Pillar Camera Blocked

    Which problem, flare or a blocked camera? That's the point, the reports are from short term issues, not persistent problems.
  19. F

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

    There is no overall trend to Tesla stock. Q1 results can tank the stock if they fall short. I don't recall the expected results at the moment, but with the issues in China it is sounding like that at least will deviate from what was expected. I sold the last of my long term capital gains...
  20. F

    Electrify America Fast Chargers - Huh?

    Yep, if you are staying at a hotel, great, but as I said, no substitute for fast charging. When you need to drive further in a day than one tank of electrons, DC fast charging is mandatory or it's a very slow trip indeed.
  21. F

    Supercharger - Annapolis MD

    I'm thinking about being in the area Tuesday afternoon/evening. I seem to recall this parking deck has fees for use. Or am I confusing this with another spot? Anyplace good to eat?
  22. F

    Door Pillar Camera Blocked

    But Tesla doesn't agree.
  23. F

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

    You have to admit TSLA is a stock that you can make money on either by betting it goes up or by betting it goes down. Like in many aspects of life it's all in the timing. I sold my shares that were into long term capital gains. Got $520 for them. I bet I can buy them back cheaper at some...
  24. F

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

    Why? An EV is essentially a power wall. You just need to charge it appropriately
  25. F

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

    Yeah, I guess I'm not looking at it the right way. You're right.
  26. F

    Door Pillar Camera Blocked

    That's a different problem that just shouldn't happen. I've never had a problem with any of my lights, etc. fogging up on any other car I've ever owned. Just my Tesla.
  27. F

    Not enough regen braking

    I wouldn't assume 10% losses in the motor. I think it is lower than that. Even so, a motor has a large thermal mass. It can take more power for a short time such as slowing a car. Just like accelerating a car is a transitory event, so the motor isn't going to be designed to get rid of the...
  28. F

    Electrify America Fast Chargers - Huh?

    Why do you think any car can't do the same thing the Teslas do??? It is a simple board with the data link and tied into the CAN bus for charging data. Either it gets installed in the car or it is part of an adapter. Pick one.
  29. F

    Electrify America Fast Chargers - Huh?

    Destination charging (also known as level 2) will likely be available at many locations, but is far from a substitute for fast charging in any way. Hotels offer it because it allows overnight charging. Otherwise it is only useful for local shopping. Fast charging at stations is required for...
  30. F

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

    Buying back stock will reduce the market cap. It's the stock price that won't change. It's an even exchange of stock for dollars. The only movement to the stock price is from the fact that the shares bought back will be the lowest priced shares on the market. But that won't change the price...
  31. F

    Electrify America Fast Chargers - Huh?

    You mean like the hundreds of chargers at Royal Farms, Sheets and Wawas? Yeah, there's no question that business model of gas stations works best and even more essential to EV charging since you will be there for more than five minutes. It will end up being more like the toll road comfort...
  32. F

    Autopilot swerving

    Really? They use their bionic eye to say you were speeding??? I can only report what the guy told me. I told him he didn't need to tell me all that (he went into great detail and I just wanted to cut to the chase) but he insisted he did. He only mentioned the "pulling away fast" after his...
  33. F

    18 Months: I must be doing something wrong

    Yup, forums are not scientific sampled, statistically analyzed studies. But if enough people complain about the same thing, you can expect it is a real problem. You won't find everyone with a problem reporting it here either. My X windshield cracked in three places from thermal stress of...
  34. F

    Door Pillar Camera Blocked

    This is the sort of pointless messages that are distracting to the driver and should not be presented. The car should be able to recognize a flare from something blocking the camera.
  35. F

    Not enough regen braking

    It may be practical if they do the heating directly in the motors. It's just that the system is designed to deal with some heat in the motors, but not 60 kW I don't think.
  36. F

    Not enough regen braking

    If they put some effort into the issue, they could dissipate the heat in the motor in a similar manner to what they do to heat the battery while the car is stopped. My X has electric heaters, but the 3 uses the motor. They put tons of effort into making the motors more efficient. They should...
  37. F

    Electrify America Fast Chargers - Huh?

    How is home charging relevant??? The charging that needs to be done away from home will certainly be enough to support businesses.
  38. F

    Electrify America Fast Chargers - Huh?

    If they use an adapter the adapter will have the smarts needed. If they are buying into the Tesla charges to the exclusion of the other chargers and want to include the Tesla interface in the car, why can't the car include the smarts??? I'm not following your reasoning at all. If someone can...
  39. F

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

    How do you know what price the stock would be at??? Someone cited another company (IBM maybe) where buying back stock was a total waste. From a mathematical perspective there is not reason why buying back stock should impact the value of the stock. The money is worth $1 for each dollar...
  40. F

    white interior?

    My X has white seats and they are still looking good 18 months later.
  41. F

    Hideaway Front License Plate (Motorized)

    Seems like a hard thing for a cop to spot. Other states don't have front tags, so if he sees your front tag is missing, he needs to see your rear tag to know you are in state. Do they really put that much effort into worrying about it? Cops have a scanner thing on their cars to...
  42. F

    18650 cells for the truck?

    I can't see them using the 18650 cells in anything going forward. The 2170 cells are only a small improvement over the 18650, but an improvement is an improvement.
  43. F

    Autopilot swerving

    Yeah, Tesla doesn't have warranty issues. They have beta software.
  44. F

    Autopilot swerving

    You laugh, I actually got pulled over once for exactly that. Well, that was his excuse anyway. He actually pulled me over for driving fast, but he couldn't clock me so he pulled me over for swerving in my lane. I didn't tell him it was the car and not me. That actually brings up an...
  45. F

    Incorrect range and charging - Can't find any solution online

    It's not like reset isn't the first thing everyone does with their cell phones. That's what a Tesla is after all, a cell phone with wheels.
  46. F

    All engineering topics (out of main)

    It's not about torque or power density. It's about weight. Adding weight to the wheel is bad in multiple ways. That's why they even have a fundamental metric for the limitation in smooth rides called "sprung to unsprung weight ratio". Another issue is that there is a 9 to 1 gear ratio...
  47. F

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

    You can picture anything you want. Actually ways to make things work is a bit tougher. Tesla can blue sky all day long, but there needs to be results that help with the products and the profit.
  48. F

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

    There is no reason on earth Tesla would want to buy back stock. That takes cash and cash is the precious commodity for a growing company.
  49. F

    All engineering topics (out of main)

    You'd have to ask someone else what the standards are. My T100 had 255,000 miles without ever replacing the brake shoes. So clearly the rear brakes weren't doing much. Maybe that is realistic. It would likely save some bucks off the costs and help with profits. I'm mainly worried with...