Wondering if the bats and snakes and ants will have enough water.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
As I expected, Mach E sales in the US cratered for the month of Feb YoY. Only 2,000 Mach E’s sold in the US compare to 4,000 in Feb last year. Considering you can find plenty of Mach E’s in inventory, not a good sign for Fords demand
This coming from a company saying they’re going to 2 do million vehicles by 2026. Pass me some of that good stuff Ford and Ford investors……cause that must be one hell of a high
This coming from a company saying they’re going to 2 do million vehicles by 2026. Pass me some of that good stuff Ford and Ford investors……cause that must be one hell of a high
This can't be all or nothing? Worst case is probably a renegotiated lesser amount of water used?
Artful Dodger
"Neko no me"
Tomorrow's Giga Berlin press conference is atracting quite a crowd of Government Officials:
rrtn on Twitter: "@tobilindh @Nitzao Who are these important people ?" / Twitter
Good time to get on board with what is going to become one of the biggest success stories in all of Germany in the 2020s (roar!)
Even better time to disavow any previous resistance to the inevitable.
Cheers!
rrtn on Twitter: "@tobilindh @Nitzao Who are these important people ?" / Twitter
Good time to get on board with what is going to become one of the biggest success stories in all of Germany in the 2020s (roar!)
Even better time to disavow any previous resistance to the inevitable.
Cheers!
I have a sibling that wanted to buy a MachE, but the dealers here are charging a $15k markup on them. So she is sitting and waiting for that to come down. And their inventory will just keep sitting there.
On the flip side, if the courts do say the water contract is invalid tomorrow right after this approval conference, it’s going to make Germany look even more stupidTomorrow's Giga Berlin press conference is atracting quite a crowd of Government Officials:
rrtn on Twitter: "@tobilindh @Nitzao Who are these important people ?" / Twitter
Good time to get on board with what is going to become one of the biggest success stories in all of Germany in the 2020s (roar!)
Even better time to disavow any previous resistance to the inevitable.
Cheers!
The $15k probably represents the money they would lose from the lack of service needed over the lifetime of the car. "Fine, you want to buy this, then you're paying up front for the service money we're losing"
The dealer model is broken and legacy auto has a big problem on their hands as a result.
StealthP3D
Well-Known Member
The difference between Lucid being a legitimate company that goes bankrupt vs. it being a fraudulent company that goes bankrupt, is a matter of intent. And that is very hard to prove when the company is run by people who understand that difference. So, it will likely never be proven a fraud, even if it is.
But some early clues can be had by those who want to know what the likely intent really is. For a company like Lucid to be viable, they need to ramp through the difficult low-volume period as quickly as possible. So, look at how fast they are making capital investments to become a large volume manufacturer. A company in business just for the show of it will likely try to extend the time before they fail by extending the timeline of capital investments rather than jumping in with both feet with a plan to get to high volume in a timeframe as quickly as the development of high-volume production lines is feasible. If you see Lucid giving up their somewhat early mover advantage by kicking high volume production further down the road to conserve capital and extend the game, it points to fraud. If you see them spending money (and they have a lot of it) to make the transition to high volume production as quickly as possible, it is likely a legitimate attempt. A legitimate company should burn through capital at an alarming rate during this period and they shouldn't delay it and allow legacy auto to catch up. There is no catching up to Tesla this decade but the last thing a viable company will do is let the laggards catch up.
However, I would caution not to use Tesla's history as template for looking at these metrics because Tesla had to develop the technology. Lucid can open up a Model 3 and see how Tesla did it which is a huge advantage in terms of a speedier timeline.
insaneoctane
Well-Known Member
I was thinking about this...it seems until Russia's aspirations are "checked" in a long term fashion (I'm not sure what that looks like...if it's possible?), having a factory in the middle of what we see happening in Ukraine seems I'll advised.
A few weeks back I read an article about this case where Grünheide officials were talking about options if for some reason the water contract gets canceled.
There are other municipalities in the area with enough water supply for Giga Berlin. One of the options was to bring water from one of them. However, that involves building a new pipeline. We know that a new pipeline is not going to be built overnight, but Grunheide officials really want Giga Berlin to start production.
insaneoctane
Well-Known Member
Maybe not boosting morale, but certainly boosting the stock...
Ford has a new baby, so it decided to crown it the king, and send the old baby to exile
But new baby is going to depend on old baby for manufacturing
I don't know, here in east PA all the Ford dealers seem to have Mach E's sitting on their lots unsold. And yep they are all marked up quite a bit too.
The elegance of Tesla's delivery system avoids the entire dealer drama, and legacy auto is going to have to find a way around their own dealer networks in order to compete with Tesla. That won't go smoothly.
Artful Dodger
"Neko no me"
These faux 'enviros' are really bad at telegraphing their anti-Tesla strategy for Berlin. They've already let it be known that "there isn't enough wasser" for Phase 2, so you can guess the sequel to this movie.
Yet they are completely silent on the neighboring coal mine which uses 100x the amount of water that Tesla proposes to use, and with damaging effects.
The tailings from coal mines contain environmentally and biologically toxic elements, such as lead, mercury, nickel, tin, cadmium, antimony, and arsenic, as well as radio isotopes of thorium and strontium.
Where was all the environmental concern when that coal mine was approved? Pandora?
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Marc_K_inNJ
Member
Building a new pipeline involves “permits”… hope we don’t go there again…
I would rather use bottled water
StealthP3D
Well-Known Member
No, it doesn't. It shows the Ford board and CEO care about the short-term stock price.
Separating the company into two units that report separately will not fundamentally change the company unless one assumes the chain of command within the development of ICE vs. EV was not already separate. If it wasn't, it's about time they fixed that.
bkp_duke
Well-Known Member
I wonder if Tesla bought the coal mine out, if they would have access to the full water contract that comes with it. They could shut down the mine, and have water to spare, and even sell.
Looking at inventory around Houston, there are more Mach-Es in transit/ordered than sitting at dealerships. Which usually indicates that they are moving pretty quickly.
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