Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[KarenRei]

Here I'm assuming that Elon's motion to allow settlement negotiation details into evidence are beneficial to their position, i.e. that the following assertion is true:

"Mr. Musk would like to address the SEC’s unsupported assertions and submit
documentation reflecting the negotiation history between the SEC and Mr. Musk and Tesla, which undermines the newly-presented interpretation the SEC sets forth in its Reply."​

(I suppose that's actually true, not just zealous advocacy by defense lawyers. Should that evidence be submitted without seal we'll be able to judge that.)

​

Yeah, that line struck me as very interesting as well. I'm very curious as to what "negotiation history" there is that he plans to present...

 

[Ghostman]

It will allow the purchaser get the rebate. No, it won't save Tesla money, but my guess is that few will actually order without A/C, so overall there won't be that much cost. And since it's just software, they can purchase the A/C later.

A bigger potential impact would be the exchange rate used by Tesla to set the Canadian price. Should the Canadian dollar pop a bit, that could allow Tesla to re-adjust pricing once the budget actually takes effect. The Canadian dollar can and does fluctuate. A few years ago it was at parity with the USD and now we're sitting around 0.75 USD.

 

[Zhelko Dimic]

We were discussing the MR pack at the time.

Yes, that's what I'm saying, I don't know that MR pack was ever confirmed to be really different pack from LR. I don't recall that statement by EM or Tesla specifically.

And my second sentence is in that venue: I know that SR was confirmed to be its own pack and not software limited, so I'm wondering if it's my memory, or you got EM's statement about SR to apply to MR.

BTW, I find this question interesting, but not important, so I won't scour all published statement of EM to figure it out

 

[Fact Checking]

That would actually work for Canada. During my whole time there I don't recall having any car with A/C other than a rental.

The problem: the Model 3 A/C compressor is I believe shared between HVAC and battery management system purposes.

So it cannot be removed to save costs.

 

[AlMc]

The problem: the Model 3 A/C compressor is I believe shared between HVAC and battery management system purposes.

So it cannot be removed to save costs.

Software limit the system and charge 45K...after purchase activation of HVAC...1K..via wifi.

 

[Fact Checking]

Yeah, I don't think the government ever gets more than a scolding.

There's a difference between questionable trial tactics and antics (which - and here I agree with @TNEVol - rarely result in sanctions: losing the case is punishment enough) and actually misapplying a settlement in a way that is inflicting serious harm:

• harming Tesla shareholders,
• applying content based prior restraint on Elon's speech,
• imposing a chilling effect on Elon's speech.

No federal court will gloss over that if it's a U.S. Government agency doing it or asking the court to do it.

But first Elon has to show that his tweets were not under the scope of the settlement.

 

[jerry33]

The problem: the Model 3 A/C compressor is I believe shared between HVAC and battery management system purposes.

So it cannot be removed to save costs.

Correct. But my thought is that not many will actually order it without, and Tesla can have a software enable so that it could be turned on later. Because it will allow the customer to get the credit, there will be more sales at very little extra expense.

 

[MikeC]

Yes, that's what I'm saying, I don't know that MR pack was ever confirmed to be really different pack from LR. I don't recall that statement by EM or Tesla specifically.

And my second sentence is in that venue: I know that SR was confirmed to be its own pack and not software limited, so I'm wondering if it's my memory, or you got EM's statement about SR to apply to MR.

BTW, I find this question interesting, but not important, so I won't scour all published statement of EM to figure it out

 

[Zhelko Dimic]

That would actually work for Canada. During my whole time there I don't recall having any car with A/C other than a rental.

WHAT!!!???
That's beyond silly.
For the 20 years I've been in Canada, I've seen ONE car with no A/C

 

[KarenRei]

$44,9k CAD Model 3 comes standard with:

• No AC
• No heat
• No rear seat
• No passenger seat
• Brakes made extra-squealy.
• Software-limited to 30km range and 20kph top speed.
• Car constantly plays circus calliope music as you drive.
• Delivered with tires uninflated, just out of spite
• Front seat made of sack cloth wrapped around wooden boxes
• Paint job guaranteed to contain at least one ethnic or religious slur.
• Touchscreen interface modified to emulate Windows 3.1.
• Car comes filled of a mix of cat and dog hair
• Cannot guarantee that the car will be free of colonies of japanese giant hornets
• Every car individually cursed by priests of at least five indigenous religions.

 

[jerry33]

WHAT!!!???
That's beyond silly.
For the 20 years I've been in Canada, I've seen ONE car with no A/C

That's the current previous twenty years. Mine ended then.

 

[Zhelko Dimic]

View attachment 388289

Thanks.
Yup, you confirmed that my memory is failing.
I didn't really want this kind of answer

 

[Fact Checking]

WHAT!!!???
That's beyond silly.
For the 20 years I've been in Canada, I've seen ONE car with no A/C

BTW., isn't dehumidification super useful even in cold weather?

 

[hacer]

First, welcome back @neroden.

Second, holy hell: Jaguar I-PACE: It's better than the Model Y and you can buy it now

This is what it’s come to; the financial media has started just outright publishing free ads for Tesla’s competitors as Tesla news articles. “Better than the Model Y” is a pretty funny headline for an article where every spec listed is worse than the Y.

FTFY

 

[jerry33]

BTW., isn't dehumidification super useful even in cold weather?

Yes it is, but that's part of the heating system (even if it uses the A/C compressor).

 

[Artful Dodger]

So is this Tesla sharing with the world that demand is "off the hook"?

Which makes me think that the release of the Y could actually have been to reduce demand on the Model 3...

Price reductions are for CURRENT products. Therefore high traffic on the website / order processing backend means the opposite of what you fear most.

Cheers!

 

[JRP3]

Not only that, but the MR has a different onboard charger that has a lower limit -- presumably due to the pack having fewer cells to distribute the charge over.

I'd expect it to be the same charger just programmed differently.

 

[Zhelko Dimic]

Canadian federal 2019 Budget just came out. There's a $5000 federal EV incentive for EV under 45k. Model 3 SR currently sits at 46k. So if Tesla can somehow cut enough cost by about 1000 in the future, sales should pop more. Combined with the $5000 incentive already in BC that is $10000, Vancouver should be a hotbed for Tesla M3 SR.

Disable navigation (and sound system?) to let it squeak in for $44.9K?
Sound+Nav $2K after purchase. Sound system just to make sure there are no cheap ones that use to live without nav
Problem is, $44.9K SR-bare-to-the-bone would pull demand too much in that direction.
But a year from now, it could be viable strategy, to target camry/accord/civic buyers

 

[JRP3]

Real market participants realize such spur-of-the-moment numbers are not reliable and do not represent guidance.

So like a tweet casually reminiscing about Tesla's progress over the years?

 

[Tenable]

$44,9k CAD Model 3 comes standard with:

• No AC
• No heat
• No rear seat
• No passenger seat
• Brakes made extra-squealy.
• Software-limited to 30km range and 20kph top speed.
• Car constantly plays circus calliope music as you drive.
• Delivered with tires uninflated, just out of spite
• Front seat made of sack cloth wrapped around wooden boxes
• Paint job guaranteed to contain at least one ethnic or religious slur.
• Touchscreen interface modified to emulate Windows 3.1.
• Car comes filled of a mix of cat and dog hair
• Cannot guarantee that the car will be free of colonies of japanese giant hornets
• Every car individually cursed by priests of at least five indigenous religions.

LOL! At least it still has access to Supercharging. Vs an iPace I'll still take one please, thank you!