-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
SunCatcher
Member
You know, unfortunate as it is, it is only when these things happen; accidents, death, that the majority of people using autopilot (for example), will take the warnings seriously enough to actually pay full attention; not climb into the back seat, have a nap, watch a movie, etc. The reality of the risk is driven home (no pun intended). The more incidents that remind us of the risk, the more we take the warnings to heart. That is just the way it is.
Does anyone really think that humans at the wheel would be as alert and attentive as they are if 30,000+ people a year didn't die in car crashes?
New construction/roof replacement is the time for solar roofs, rest of the time, regular old system of panels on roof is fine. At construction time, if solar is the roof, that could potentially be cheaper than solar on roof.
virtuesoft
Member
Based on deliveries numbers, this Earnings Report is probably gonna be pretty ugly. And the market is discounting Elon's guidance so much that positive guidance may or may not move the stock up. Plus some people probably bought in anticipation of Gigafactory party and are now selling the news.
if these are solar shingles, how many connections are out there in the weather? does anyone remember UniSolar and their flexable roll solar PV (low power) If you replace a bad 1 or 2 in the middle of the roof, do you walk on and crack the others?
Sparky
Member
Yeah. Another stop-loss event at $226 for what remained of my short-term TSLA position. I was expecting red up through ER but not this much. Now looking for a re-entry point over the next week. Will take it slow.
racer26
Active Member
Still, a drop of $8 on the day after yesterday's $5 drop on news that is ostensibly good for TSLA (getting a better deal on SCTY than originally planned) seems a bit crazy. Its not like the earnings being less than rosy hasn't been known for weeks. Making me feel like the earnings news is going to have a hard time dropping things further, but who knows.
Yes I did. Also on SA I pointed this out to Santos. Our "premium contributor" used no one can listen to all interviews as an excuse (so he knows some random German radio show better than NPR as a premium contributor in US) and did nothing to update that article of his. Tells you something about what "premium" means on SA.
Inside EVs estimate for US July delivery numbers are out . 2150 S and 750 X. Not very impressive IMO but the first month in a new quarter has always been relatively slow in the US. What's curious to me is that they also estimated at least half of the S were 60 kWh. I'm wondering how they estimate this? By checking the emblem in the rear? But we also know the 60kWh is only software limited. So what will the emblem say if someone ordered a 75 kWh? Someone ordered a 60 and quickly upgraded it?
flankspeed8
Member
It will ship from the factory with the badging that was actually paid for. If upgrade happens after that, physical badging will be updated at Service Center but the display will show actual "paid" capacity.
From reading the Model S order thread, it is clear that the MS60 is taking a large market share.
racer26
Active Member
Seems awfully weak given that at the end of June we know there were 5k cars in transit... and that the run rate of the factory was ~2k/week. I'm gonna go with - 2150 S and 750 X is nowhere near correct for July.
EDIT: On further thought, US deliveries are typically about 50% of worldwide, so 2900 on an 9k factory run for 4.5 weeks is... still low, but not AS insanely low as I initially thought.
Is MS60 actually taking market share from what would otherwise be MS75's, though, is the important question. If MS60 is taking market share from BMW and Mercedes (and other marques) that MS75 wouldn't, then that's a good thing. If its gaining market share by cannibalizing too many MS75 sales, then that's a bad thing, because its eating too much margin. Judging by TSLA's choice to introduce an MX60 using the same formula, I'm assuming they have enough evidence from the MS60 experiment to suggest that the lower price brings in more than enough new buyers to offset the loss of margin from buyers who otherwise would have bought a 75.
Like everyone else does it : by looking at the Model S order tracking spreadsheet. It's got enough samples each month to be reasonably accurate.
But those are US delivery numbers. So it wouldn't include all of the 5k that were in transit to outside the US. (As well as any other non-US deliveries.)
Yeah if these things last for 20-30 years I'm thinking they just skip the roof all together and the panel will become the roof.
Historically they've shipped a lot of cars overseas the first quarter of the month. Could be the case for July as well possibly.
racer26
Active Member
Were the 5k in transit specifically identified as being in transit to outside the US? I don't think so, but I could be wrong.
- Status
Similar threads
- Locked
