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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
CNBC to discuss Tesla analysts upgrades and battery day predictions in next segment.
RobStark
Well-Known Member
It takes about 15-20 years for reputation to catch up to reality.
eUP! and eGolf are pretty crappy cars yet eUP! has an 18 month backlog and the about to be discontinued eGolf is the 2nd best selling EV in Germany and 3rd in Europe.
I don't think the MEB cars will be nearly as bad as GM and Ford cars of the 1970's and 1980's which caused many Americans to swear off Detroit brands forever and allowed the Japanese to capture ~25% US market share. So VW reputation will not taken through the mud as the Detroit brands.
VW Brands Reputations will carry them a long way.
Many loyal VW customers will buy MEB vehicles, enough to make them at least modestly successful IMO, and they will work well enough that MEB owners will not swear off VW for the rest of their lives.
My biggest issue with VW forecast is will they be able to actually acquire enough battery cells to produce 1-1.5M MEB in 2025? It seems to me the Korean Battery Companies are selling the same capacity to several OEMs hoping at least a few are successful in selling BEVs.
Dan Ives only talking about TickTock lockout. Tesla discussion likely rescheduled.
Wonder if the multiple upgrades this evening will cause a rally tomorrow
............nah who am I kidding
Up 4.8% in premarket as I type...
Question is if it lasts with triple witching (options expiry) today.
ZachF
Active Member
Maybe they are going to start applying these casting techniques to the Model 3 or S/X?
ZachF
Active Member
I bet Tesla handily beats BYD in $ terms.
ZachF
Active Member
I share this opinion.
VW has been publicly saying "We are going to produce so many EVs starting three years from now it'll be NUTS!" for the last 10+ years, so I have skepticism. Hope I'm wrong though.
New info from teslamag.de, translated here by jpr007 on twitter:
Giga Berlin will cast rear (as starting in Fremont) and front frame for Model Y, but not both in one piece according to Giga Berlin construction boss Horetzky:
https://twitter.com/jpr007/status/1306911149053472769
Giga Berlin will cast rear (as starting in Fremont) and front frame for Model Y, but not both in one piece according to Giga Berlin construction boss Horetzky:
https://twitter.com/jpr007/status/1306911149053472769
If I were Tesla, I would have two casting machines for each part and run them on staggered cycles, just in case something happens like loss of power or other failure.
Elon mentioned Fremont's 3 line is a pain, but it works. S/X body assembly is similar, plus those are low volume compared to the CapEx needed for the machine (unless they are redesigning the car).
They will be installing 8 (!) at Giga Berlin, where they will be casting front and rear frames (Fremont has been doing rear only so far). So likely second press at Fremont would be for front frame.
Source for info on presses at Giga Berlin: https://twitter.com/jpr007/status/1306911149053472769
Also, S/X are much lower volume so less to be gained there from production efficiency.
They may have decided the diesel-emission-cheating strategy has finally run its course.
RobStark
Well-Known Member
dc_h
Active Member
Bloomberg article on new Tesla Megapack installation in the UK. The big story is UK's rapid move away from coal and to renewables. This is stage one in shutting down the nat gas peaker plants and stage one in scaling up TE.
Six Giant Tesla Batteries Keep British Lights on for First Time
Six Giant Tesla Batteries Keep British Lights on for First Time
ZachF
Active Member
Basically the complete opposite of modern MBA strategy: "Outsource everything, lean on your brand equity until it breaks, make a golden parachute, and let the next guy worry about it"
Going to be a hell of a trading day. Very excited. A ton of energy that could push that price over 450 vs "The Big Friday".
I'll be buying a bunch under 450, within reason, and selling a bunch over 450, within reason in my trading account.
If 450 gets smashed what's next, 480 followed by 500?
Edit: Obviously not selling in my long account.
I'll be buying a bunch under 450, within reason, and selling a bunch over 450, within reason in my trading account.
If 450 gets smashed what's next, 480 followed by 500?
Edit: Obviously not selling in my long account.
Wow so bullish you went plaid!!!
Krugerrand
Meow
Logically you’d want more than one. What if there’s a maintenance problem? You going to risk shutting down your production line? Of course not. Secondly, does anyone know the cycle time of it? How many pieces per minute can be made? Is it one piece at a time or six? Is it 30 seconds or 2 minutes to make a piece?
Yeah man. I’m all in. Swimming in the miracle Kool-Aid.
My only fear was someone else has to have that avatar already. lol
PS: From one dog to another, is this place dog friendly? I’ve seen a lot of cats.
j6Lpi429@3j
Closed
I think that brand is collapsing with each passing day. Ask people in Europe what Dieselgate was, and they will mention volkswagen, how they were caught, and what they did. People equate VW now with lying, cheating, and not caring about the environment. In other words, anybody considering an electric vehicle likely puts VW at the bottom of the list of trusted brands.
Plus all the UK VW owners who got wrongly-sold cars and zero compensation...they are not going to queue up to reward VW by buying their next car from them. I think VW will be the first major auto firm to collapse, maybe Ford next.
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