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Waiting4M3
Active Member
This does look like there may be a step change in ramp happening. One question is how much of this step change will show up in Q1 results. Maybe the battery module line from Germany landed early, but it will still take a few weeks from battery module to car delivery. People configuring now may not see their cars until early April.
Reciprocity
Active Member
2500/w, the Q1 goal, is not dependant on the new machines from Germany. But would be required for a higher rate of production. Wouldn't it be nice to have a Q1 surprise that's a positive for once.
ValueAnalyst
Closed
Bosch 20 Billion Euro plan to build battery plants between now and 2030? Not doing it. Solid state battery company they acquired? For sale.
Bosch decides against massive battery cell production plan for electric cars, even sells solid-state battery start-up
Shortfall of the global supply of long range EVs vs. global demand? With us for years to come, and one of Tesla’s primary moats.
Bosch decides against massive battery cell production plan for electric cars, even sells solid-state battery start-up
Shortfall of the global supply of long range EVs vs. global demand? With us for years to come, and one of Tesla’s primary moats.
pz1975
Active Member
I don't understand. The original tweet is from someone named Chester Dawson and the reply below is from the fake Elon account trying to scam people offering Ethereum. I can't believe they haven't shut that one down yet.
ValueAnalyst
Closed
anticitizen13.7
Not posting at TMC after 9/17/2018
A Model 3 owner here is saying his car was recalled for faulty park selector mechanism: Model 3 Drive Selector Replacment URGENT notice on my VIN
The owner states that a new part will take “weeks” to arrive, based on Service Center info. I don’t know if this is accurate, but it is something to watch if more owners report the same.
The owner states that a new part will take “weeks” to arrive, based on Service Center info. I don’t know if this is accurate, but it is something to watch if more owners report the same.
Tesla have returned to the big weekly invites since Feb 14. Obvious they are going for a big end of March delivery push IMO. Invites were basically nonexistent for ~3 weeks prior to that. Not sure what the reason was behind that. Line upgrades?
jhm
Well-Known Member
I am struck by how lean Tesla's debt to equity ratio is. As you point out, heavy lease financing is dangerous, and this is made worse at a time when the market may transition from gasmobiles to EV. It could be devastating if these makers have to cut prices on gasmobiles, as this will crush margins while damaging residual values on leased vehicles. So that could be a double whammy. Additionally, in a time of transition, these companies may need to raise capital so they can burn cash like Tesla, but if they are heavily leveraged the financial markets may not be so accommodating. They may be stuck just building ICE so they can service debt. Some of these OEMs will not survive.
JRP3
Hyperactive Member
Mike Smith
Active Member
Regarding the possibility of a refresh, listen to last week's (Feb 18) episode 133 of 'Ride the Lightning' from 11:00 to 12:45. A very well known and trusted caller (I'd say near 0% chance he's making this up) was given the nod, nod, wink, wink from a Tesla associate that an S/X refresh is coming very soon.
Ride the Lightning: Tesla Motors Unofficial Podcast: Episode 133: More Model 3 Driving Impressions
Ride the Lightning: Tesla Motors Unofficial Podcast: Episode 133: More Model 3 Driving Impressions
dc_h
Active Member
Technically that’s been proven false
JRP3
Hyperactive Member
I just
Incorporate external design cues from Roadster 2.0 into a refreshed S and I will instantly cancel my Model 3 reservation...which just got pushed back to a March-May window.
Incorporate external design cues from Roadster 2.0 into a refreshed S and I will instantly cancel my Model 3 reservation...which just got pushed back to a March-May window.
ValueAnalyst
Closed
I did. It’s jist the retweet of the Detroit News article. Isn’t it the first time he said anything positive about the model 3 in a long time?
Krugerrand
Meow
Still stuck in the olden days: ‘once the car reaches 2000 break-in miles, it’ll go through our battery of more than 50 tests...’.
Last edited:
RobStark
Well-Known Member
Still stuck in the olden days: ‘once the car reaches 2000 break-in miles, it’ll go through our battery of more than 50 tests...’.
The gaskets need to seal in place.
Tesla Germany is taking advantage of the Diesel ban opportunity that Citys have now and the media turmoil around it with a marketing initiative called "go anywhere".
They approached me as a reservation holder as well as the media trying to motivate people to test drive the X and S.
Quite some pressure on the ICE Auto industry here as its expected that the lost value for older Diesel cars will be in the 4 to 5 digit € range and the industry is completely reluctant to compensate owners or change HW to make the vehicle clean. Our legal system in Europe is really weak in that respect.
Given the lack of real alternatives to Tesla cars excluding low range EVs like i3 and lack of alternative charging points I expect the current anger to force many people to take a deeper look into Tesla.
Last Saturday I visited a showroom with a friend who is a real gas head and worked for BMW and as an OEM supplier consultant before and put him into a S driver seat. He was blown away from the sound system, touch screen and coolness factor. We did not arrange a test drive up front.
After we investigated the quality of both showroom cars and found unfortunately a lot of large gap issues and not well done finish in the trunk. It did surprise me that they did put this cars in the showroom but can only assume they take what they get and sell them anyway. However we both concluded Tesla will get over it over time and improve as this alignment issues could indeed hold buyers back to make the final step.
Nach Diesel-Urteil: Tesla erhöht Probefahrtmöglichkeiten in Deutschland › Teslamag.de
They approached me as a reservation holder as well as the media trying to motivate people to test drive the X and S.
Quite some pressure on the ICE Auto industry here as its expected that the lost value for older Diesel cars will be in the 4 to 5 digit € range and the industry is completely reluctant to compensate owners or change HW to make the vehicle clean. Our legal system in Europe is really weak in that respect.
Given the lack of real alternatives to Tesla cars excluding low range EVs like i3 and lack of alternative charging points I expect the current anger to force many people to take a deeper look into Tesla.
Last Saturday I visited a showroom with a friend who is a real gas head and worked for BMW and as an OEM supplier consultant before and put him into a S driver seat. He was blown away from the sound system, touch screen and coolness factor. We did not arrange a test drive up front.
After we investigated the quality of both showroom cars and found unfortunately a lot of large gap issues and not well done finish in the trunk. It did surprise me that they did put this cars in the showroom but can only assume they take what they get and sell them anyway. However we both concluded Tesla will get over it over time and improve as this alignment issues could indeed hold buyers back to make the final step.
Nach Diesel-Urteil: Tesla erhöht Probefahrtmöglichkeiten in Deutschland › Teslamag.de
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