Waiting4M3
Active Member
4231 for 2017 seems a little optimistic to me, OTOH the 470 delivered to employee so far seems too low to me.
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Tesla will make a car cheaper than Model 3 if and only if:
1. They have saturated the market at the price level of Model 3
2. Nobody else, or not enough companies, have moved into the cheaper bracket by then.
#1 means it will be a long time from now and #2 means it might not happen at all.
1. Price bracket of the model 3 and higher in all segments (pickups, Vans, trucks if all sizes etc.)
Mike Smith
Active Member
It's great news. We now know the Model 3 reservation list has been vetted and confirmed legitimate by the SEC. Some people were concerned that either Tesla or some other party had fabricated or manipulated it due to its unusually large size.
The probe ended on 31-May-2017 with no enforcement action recommended.
The probe ended on 31-May-2017 with no enforcement action recommended.
The probe ended on 31-May-2017 with no enforcement action recommended.
It's much-ado-about-nothing. It's news of a long expired investigation that's being rehashed by the media as click-bait, likely inspired by those with anti-Tesla agendas. Companies generally do not publicly report such an investigation until after the SEC makes negative recommendations. Such was not the case here. This was good news for Tesla, not bad.
erthquake
Active Member
You can't make this sugar up. The fire near Santa Barbara is flaring up bad. Santa Barbara mans Montecito is trouble. North 101, the only major evac route to the north, is closed due a gas tanker truck that overturned last night. The gasoline that spilled ate away the asphalt. It's closed until CalTrans repave the freeway. Eff you Koch and everyone else propping oil and ICE!
Sorry for the slightly OT, but can you imagine the FUD if this was caused by an EV?!
Sorry for the slightly OT, but can you imagine the FUD if this was caused by an EV?!
HG Wells
Martian Embassy
BUT IT WAS caused by an EV !
A Nissan Leaf was hypermiling at 20 mph in a 70 zone.
The truck came up too fast and flipped over!
/S
Thumper
Active Member
erthquake
Active Member
That was in 2012. This is happening right now. Northbound part of freeway not expected to open until 4pm today.
The Probes Reporter was a tad more ambivalent. https://probesreporter.com/sites/default/files/uploads/documents/DI - TSLA 2017-1214.pdf
https://probesreporter.com/sites/de...esla Motors - 2016-17 SEC Probe Documents.pdf
Mike Smith
Active Member
Trevor page is claiming that MS/X q4 sales are going to be much better than expected (18:50), and just over 2000 semi reservations so far (21:38). He's been both right and wrong at times before but he sounds pretty confident here.
The SEC letter adds that the guidelines of a "Securities Act" require them to essentially state that nothing is ever final. It nevertheless appears to be de facto final more than six months after stating their intention not to recommend an enforcement action. Yet a reporter seeking to justify a click-bait article may still want to present the situation in an ambivalent light with negative undertones.
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Thumper
Active Member
My bad on the tanker story. I was just leaving the house and didn't look at the date. Sorry
I concur about the CYA in the Securities Release No. 5310 disclaimer. But what do you make of:
"In its response to us of 07-Dec-2017, the SEC also blocked access to other records on Tesla on law enforcement grounds. That gives suggestion there is at least one other unresolved SEC probe. We will appeal this response."?
In your informed opinion as a former financial correspondent (or Anchor (?), does Probes Reporter have an anti-Tesla agenda?
I doubt that's their basis. And they may be inferring too much regarding the SEC's later blockage, which again could be CYA for the SEC. I think it more likely that such discoveries suit the mission of the Probes Reporter and provide click-bait. The outlandish negativism in their headline suggests click-bait, but whether it also implies a biased agenda is hard to say. I go more with click-bait and attempting to appear to be aggressive reporters. It may be that some outsider who is anti-Tesla inspired Probes Reporter to look into the matter, or to get other publications to repeat the insinuations, which was the intended meaning of my earlier comment.
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I don't know... I am extremely skeptical we even have a chance at scoring this factory.Tesla wooed by Hungary with tax breaks, report says
Szijjarto said Tesla executives responded "very positively to tax breaks linked to research and development and investments in Hungary, as well as the country's corporate tax rate, which at 9 percent is the lowest in the 28-member EU.
Audi is one of Hungary's biggest exporters and revenue earners and the company describes the Gyor engine plant as the world's largest, supplying more than 30 Volkswagen Group sites. Other major automakers in Hungary include German rival Daimler, PSA Group's Opel, and Suzuki Motor.
South Korea's SK Innovation said last month it would invest 840.2 billion won ($771.86 million) to build an electric vehicle battery plant in Hungary to meet demand from automakers in Europe.
I don't know this (Hungarian) Reuters correspondent, but at least one his articles I've now checked out seemed to be extremely pro-current-government to put it mildly. That coupled with the fact that the Reuters article is taken over from MTI, the government run news agency (yeah, we have one), tells me this is sadly no more than government propaganda. We have elections in April.
Our government lacks real committment to EVs and our PM is kinda persona non grata in the EU. He is also known to bully corporations via our IRS when he needs extra money or wants his buddies to get a piece of the pie. Would Tesla really want to deal with that?
Besides all that though, we are really having a severe lack of trained workforce for a few years now. Most of the skilled workforce is already at work or moved to Western Europe for higher pay. The current automotive companies already have a hard time finding enough people.
Of course I'd love Tesla to bring the European factory here, but I see very little chance of that happening.
sub
Active Member
Picking up model X 75d right now in Fremont, I count 4 model 3's being delivered. I didn't get a chance to look around much outside, we were a bit late, but I did see 5-10 model 3's minimum. There could be 100's more around the corner, no idea.
Mike Smith
Active Member
Bosch CEO says they can't move to EV's quickly because too much is invested in gas and diesel. Very interesting interview.
https://global.handelsblatt.com/mobility/dont-write-off-diesel-yet-865087
https://global.handelsblatt.com/mobility/dont-write-off-diesel-yet-865087
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