bdy0627
Active Member
Am I on the Animal Planet website or are we off topic here?
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Waiting4M3
Active Member
Anyone with real stuff don't announce until they're ready to go to market, because why show your hand early?
"With the help of BMW, they will validate those cells to bring them up to automotive level for the automaker’s next generation of electric vehicles.
Electrek's Take:
BMW is adding itself to a rapidly growing list of automakers betting on solid-state batteries as the next step for electric cars.
The biggest proponents so far have been Hyundai and Toyota. The latter of which confirmed today its plan to bring the technology to production as soon as 2020, which could be the most aggressive timeline at this point."
Electrek's Take:
BMW is adding itself to a rapidly growing list of automakers betting on solid-state batteries as the next step for electric cars.
The biggest proponents so far have been Hyundai and Toyota. The latter of which confirmed today its plan to bring the technology to production as soon as 2020, which could be the most aggressive timeline at this point."
This doesn't sound ready to me. BMW (and others) just sat down at the card table and are trying to see if they get lucky, hit a jackpot quickly, and catch up that way. The thing is that Tesla may already be holding all the aces on the table, and not showing them just yet.
Nice month for Tesla in Norway. Especially if we compare to other popular EVs Registreringer av nye elbiler i Norge
Registreringer av nye elbiler i Norge
dc_h
Active Member
More signs that some of the competition does have their head in the sand. I thought in 2012 that Tesla could expect a 3 year head start and in 2015 they still had 3 years til competition would show up. Seems like it is still at least 5 years til Toyota shows up. With Bosch still years from scaling up, Europe is not going to impact Tesla growth. Only China, and Korea on a smaller scale, is getting production ready, everyone else is planning to plan on getting ready. Who would have thought in 2012 that the world would give Tesla a 10 year head start? The primary challenge remains implementing their plans and maintaining their speed to market.
Toyota announces major expansion of its electric car plans: 10 new BEVs, all models to have electric motors
Toyota announces major expansion of its electric car plans: 10 new BEVs, all models to have electric motors
dc_h
Active Member
197 Tesla's registered today. Likely to pass 3000 for q4 tomorrow. Could even have 2000 model X for the quarter.Nice month for Tesla in Norway. Especially if we compare to other popular EVs
They are playing to script.
The Fractured Tipping Point Moat
(for a condensed version, see post #33939 here,
2017 Investor Roundtable:General Discussion)
and I’m quite confident it’s not because they are “stupid” or “about to be Blackberry in a couple of years.”. As I posted last night on the other big thread,
“I for one don't think the global incumbents "thumbs are up their ***es" as you put it. You'll see from my post number #33939 [in the general thread] yesterday, that I explicitly stated I don't think they are being "stupid" and made my case as to why I don't think their response to Tesla/EVs is about them being "stupid" "having their heads in the sand" etc. However, I also explained why I find it very very probable, that the global auto incumbents will vastly undersupply the demand for long range EVs for many many years to come, forcing consumers to buy ICE instead, and leaving Tesla wide open growth amid a long range EV supply shortage into the 2030s. This is what I refer to as the "fractured tipping point moat" for Tesla... the tipping point for demand for long range EVs will be separated by the tipping point for supply by roughly a decade. That is a tremendous moat, a moat that I do not believe we've ever seen before in global markets.”
The long term moat around Tesla’s growth is extraordinary and it has a few other facets beyond this mega moat.
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Confirms my belief that all the real competitors are in China -- we have to keep an eye on those competitors! Though I admit that I missed Korea. Anyway, it's Hyundai or BYD or Geely who might outmuscle Tesla -- Renault and GM are settling into consistent positions playing catch-up with Tesla, and there's no point in even paying attention to the German automakers, let alone Ford or Fiat Chrysler.
dc_h
Active Member
I think BYD will be the largest vehicle mfr in 2030, but am hoping Tesla will be the most profitable. Similar to apple v Samsung today.
10 more for the daily record!
Watching the bid and ask (since this is the market action thread), I'm noticing that the ask volume seems thin below $346.. whenever there's a volume of trading, the spread keeps opening up. Bidders are trying to get lower prices, though.
ValueAnalyst
Closed
Model X reservations in Norway are off the charts.
Just hit record. At this accelerated rate 4Q17 Norway deliveries will exceed my 3,800 estimate. Model X has gone vertical.
I think you can't assume this rate for the rest of December... We'll see 2000, and maybe touch 3000, but there are only 2 weeks left, with Christmas, and there's almost no chance to make >2000 in less than 2 weeks.
Past record was ~900 in one week in September.
This will be likely the best week ever, but next week it will probably slow down.
(I'm happy to be wrong, just trying to be realist).
ValueAnalyst
Closed
My 3,800 estimate is for 4Q, not only December.
My original post, which incorporates the slowdown you noted: 2017 Investor Roundtable: TSLA Market Action
ValueAnalyst
Closed
Surely that's just some sort of fake news. I've heard that car was unbuildable!
ValueAnalyst
Closed
Oh no, the authors of those articles changed their minds... haven't you read Montana Skeptic's recent short squeeze call?
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