Talk is cheap. At some point investors will require a return.
GM raises full-year forecast after strong second-quarter result
GM raises full-year forecast after strong second-quarter result
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jhm
Well-Known Member
Or battery swaps.I can just see it now-- Tesla Semis and Busses clogging up the supercharger stalls.
OK, I put a GTC for $1250 in case anyone's interested?
I will happily retire if we hit $500 within the next 18 months
Short term. (Post GF party)...I will be happy to see $1,250-1,000= $250
I like your number much better mine
I totally agree with this. Another way to put it is that using shared mobility as a way to reduce car payment does not have any practical meaning to people who own Tesla MS or already put reservation for Model 3. It is aimed at people who concluded that they can't afford Model 3 and therefore owning Tesla is just out of the question for them. Now, with shared mobility promise the bulb is over a sudden going off: wait a second, I can afford a Tesla after all! So this strategy is not about offering shared mobility as a service to the current Model S owner, it is about expanding (as in multiples) addressable market share. A Tesla for everybody.
That's true. They could stop planning growth, simply have sales move up or down 10% each year dependent on the world economy, make or lose a couple bucks per share each year dependent on the world economy, rest on their laurels and spit out minor variants of the same product each year. Or an investor could buy GM stock if that's what interests them.
Siemens has been developing a smart solution for electric trucks, and is currently testing the design: eHighway - Electromobility - Siemens
Basically, the majority of trucking is done on a minority of roads. Electrifying these minority roadways and sharing this infrastructure between all trucks is much more cost effective than building all trucks with huge batteries. A smaller battery powers the truck for the off highway portions at the beginning and end of the journey. This also removes charge time / battery swap from the equation. Of course, this tech requires investment from government, which presents a lot of challenges that in the short term may be overcome by the self sufficiency of a large battery which requires no public infrastructure. Perhaps a large battery truck has a place in the mean time before roads become electrified like this, but long term I think it makes more sense to follow the siemens philosophy.
Thoughts?
Basically, the majority of trucking is done on a minority of roads. Electrifying these minority roadways and sharing this infrastructure between all trucks is much more cost effective than building all trucks with huge batteries. A smaller battery powers the truck for the off highway portions at the beginning and end of the journey. This also removes charge time / battery swap from the equation. Of course, this tech requires investment from government, which presents a lot of challenges that in the short term may be overcome by the self sufficiency of a large battery which requires no public infrastructure. Perhaps a large battery truck has a place in the mean time before roads become electrified like this, but long term I think it makes more sense to follow the siemens philosophy.
Thoughts?
This morning is the first litmus test. As much as most of us believe in Tesla and Mr. Musk personally, the challenge in the next few days is to hold strong. SMP2, by its nature does not include any financial results. The street has been discounting Mr. Musk's pronouncements of the future since the Model X launch difficulties. Many will choose to ignore this one too. But if we hold, we know now many more specifics of the vision we are participating in for the next decade or so. Therefore, the test this morning is of us bulls to hold strong.
Krugerrand
Meow
That'll be the easiest test I've ever had to take. Seriously. My blood pressure actually dropped.
jhm
Well-Known Member
I agree that battery swapping is the way to go for semis, at least for long distance trucking. There are benefits to the grid here. An inventory of swappable uncharged batteries can be used to soak up surplus power during the day. Most of this surplus will be solar power. On the flip side an inventory of charged batteries can provide peak power to grid whenever it is needed, even after sundown. Thus, the swappable inventory serves as a massive grid energy storage service. Meanwhile semis draw from this inventory as needed to power their route.
So I envision that ESemis are a part of an integrated ecosystem that harvests utility scale solar and wind energy while balancing the grid. It is both stationary and mobile storage.
For those of you who think that Elon's plan leaves out or is even hostle to utilities, I think that powering fleets is the future for utilities. It's not enough just to keep the lights on; they need to keep transport systems powered up.
Krugerrand
Meow
Technically, most investors have already seen a return or had an opportunity to realize a return if they chose to take one. Even the vast majority of shorts have had the same.
Becoming a trillion dollar company takes a certain amount of time. I think even you know and understand that. The road map to that valuation just got blogged. Feel free to poo-poo it with vigor despite the last decade of track laying being done. Not everyone is suppose to get it and profit from it.
CALGARYARSENAL
Member
You can either sell and play into the hands of those who don't want us above 227.50 or hold. Your choice. I will play for a breakout.
Gerasimental
Member
http://phys.org/news/2016-07-china-midea-snares-near-stake.html
Anybody think this might be relevant to future China factory?
The robots that build the cars in Fremont are all KUKA. Not sure about GF.
Anybody think this might be relevant to future China factory?
The robots that build the cars in Fremont are all KUKA. Not sure about GF.
Well I personally think it's a rather stupid concept. Our city has trolley buses like that and it is rather inflexibly when you have construction going on or when a bus breaks down, not to mention it is also frikkin ugly on the skyline and over a highway could be expensive to build out and maintain.
On the other hand, trucks would be the perfect candidates for battery swaps. Imagine if the trucking companies didn't own any battery packs (much less capital needed to replace the trucks) instead leased them or rented them from Tesla via a bank and Tesla had solar chargers and automated swapping stations along the highway. Pack keeps charging all day long, truck pulls in, automated pit stop in 90 seconds, gets a new pack, drives on.
Could be a very lucrative business for Tesla and a very good deal for trucking companies - especially when paired with autonomous trucks that can drive 24/7, safely, silently, cleanly, cheaply.
This, France can try their hardest but they are a country of comfort, not world changing effort. Those laws already hold them back and they will generally cause them to miss the boat on this new era.
jhm
Well-Known Member
The problem here is that powering semis en route presumes that the utilities will still be in the business of balancing the grid with dispatable generation. As battery storage enters the grid at scale, this implies that somewhere stationary batteries are being used to power semis on route. So the question is whether this fixed investment in electrifying highways is simply duplicative to the necessary battery infrastructure. Why not just put the "stationary" batteries on the trucks as needed and uses these same batteries to stabilize the grid when not in transit on trucks? Distributed batteries overcome the need for massive and duplicate energy infrastructures.
Yes. If produced there all vehicles produved come in 'glow in the dark' colors
TSLA is a cruel mistress. It goes up on news that's unequivocally bad but just as well moves down when its visionary CEO throws the gauntlet down for the next decade.
RAM_Eh
Member
colettimj
Member
Headline coming soon, "Audi announces Tesla-semi killer'. You have been warned.
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