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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I think you need to "refresh".....
JRP3
Hyperactive Member
How many more protests and lawsuits will that trigger?
"...Parts demand tends to rise as the installed base ages..." is one of the ubiquitous entirely logical but incorrect statements made by nearly everyone. It is true that vehicles in service after warranty expiration have higher customer paid parts demand than do the same vehicles while in warranty"
However, as the fleet ages usage per vehicle declines.
The primary overall parts demand is from collision repair while in warranty. Collision repair is ordinarily not even considered by commentators on this subject including even the rare Elon Musk statements.
Parts demand for vehicles out of warranty very often uses parts sources from third party suppliers and/or collision vehicle parts scavenging. Further the very reduced typical use of out of warranty vehicles is lower to begin with. Further, the most frequent out of warranty repairs tend to be:
suspension parts (nearly always purchased from suppliers originally and almost always with identical parts used in more than one OEM. Even Tesla does do that.
electronic controls and displays (provided by suppliers, but in out-of-warranty cases tend to be salvaged)
Then the routine replacement items are all replaceable by non OEM sources (for Tesla-tires and tires are the major recurrent cost.
Of course going to OEM direct does indeed generate large profits, but even Tesla has increasing numbers of older vehicles being serviced by the independent sources, many of whom began as collision repair sources. As Tesla grows these alternatives are quickly growing too.
The old vehicle repair business, in short, is mostly illusory for OEM's despite the undeniable potential. FWIW, OEM's very rarely maintain active inventories for out of warranty in excess of regulatory requirements, where they exist. That, for example, is why there are tiny group of people who maintain parts and service for Tesla Roadsters. The exceptions are ones that make that business into an enthusiast support network, such as these:
Certified Classics: These 7 Automakers Will Sell You the Perfect Vintage Car
If vintage cars are currency, factory restoration programs are the mint. Read more at Car and Driver.
www.caranddriver.com
Were Tesla ever to do that it would not be to generate profit. It's not difficult to imagine doing so for other reasons.
Lest we forget Jaguar with XKE, Land Rover and Ford with F150 are three that do an aftermarket BEV version for retail sale. In happier days the Jaguar XK E BEV owned by Prince Charles, notably, was the car that Prince Harry drove his new bride Duchess Meghan away from their wedding.
None of those would be described as money-makers.
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I'm thinking about this an an engineer and I'm wondering why an E/M clutch isn't just used to do this just like we do in aircraft. We have mechanical systems with a disengaging clutch for roll authority (ailerons) with a command by wire backup in case of a jam. Just reverse that sequence so you use command by wire primary for normal driving and when put in track mode you engage a mechanical clutch to regain the physical feel. Put the hard stops on the assembly at the steering rack and I think you've got the solution of best of both worlds. This also gives the safety backup if steer by wire fails due to a sensor failure or two.
TheTalkingMule
Distributed Energy Enthusiast
There were protests at Tesla Germany? I was obviously aware of the legacy lawsuits masquerading as environmental concerns, but don't recall seeing any actual protest.
There's no magic wand here re Russian oil. We can continue to increase US production, we can pressure OPEC, Canada is increasing production, Iran and Libya can resume production. That's about what's going to happen.
On demand destruction the looming recession and China's covid are reducing demand in the near term and middle term.
Reports today in @petit_bateau excellent energy news thread show that Germany has moved very quickly to replace Russian Gas. That does not replace oil though. So come on Tesla energy team, figure out the 4680 production!
On demand destruction the looming recession and China's covid are reducing demand in the near term and middle term.
Reports today in @petit_bateau excellent energy news thread show that Germany has moved very quickly to replace Russian Gas. That does not replace oil though. So come on Tesla energy team, figure out the 4680 production!
Just as likely it was Putin backed Schroder's team masquerading as environmental concerns.
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Gigapress
Trying to be less wrong
Yes, albeit not big protests. The lawsuits were probably more consequential in terms of slowing down the factory opening.
"You're stealing our water": Germans protest against Tesla gigafactory
Around 250 Germans on Saturday protested in the outskirts of Berlin where electric car startup Tesla is planning to build a gigafactory, saying its construction will endanger water supply and wildlife in the area.
www.reuters.com
So, what do people think of the opportunity of buying TWTR right now for an expected 6.6% short term capital gain in about 5 months when the deal goes through? It's an almost guaranteed 13% annualized income, versus a probably 50% loss if the deal falls apart.
TheTalkingMule
Distributed Energy Enthusiast
What's the concern? Nearly all the largest purchasers of Russian oil have no intention of slowing purchases and will be more then happy to dramatically increase Russian imports if it's at a discount.
The idea Russian supply will be meaningfully impacted is Wall Street/London nonsense.
Buy ibonds at 9.5% return instead
Cult Member
Born on the 4th of July
Depends how you define protest. Some folks sitting on Tesla's driveway with their hands glued to the asphalt? Maybe that was part of the road test, I don't know. Others tested the climbing wall capabilities of the nearby Autobahn bridge during traffic. And that was only at the Model Y delivery event.
To many press and politicians there, they work like a magnet for some.
The large German utilities backed the French, abetted is the more appropriate term perhaps. Reagan was aggressive in his use of oil pricing to destroy the USSR, he even basically sacrificed Texas oil when we encouraged SA to dump oil so much so that it destroyed both Iran and Russia. it was the continued oil declines that destroyed Gorbachov's ability to fund the government. I'm sure you're well aware but the USSR was always funded by oil. From the get go Baku and later east Urals was the bank for the USSR.
larmor
Active Member
And the earlier rally based on actual record breaking profits and continued growth in setting of world ending supply chain shortages.
his videos are indeed well done and very informative. Jordan talks very slowly, so they can easily be watched at 1.5x or even 2x speed
ZenRockGarden
Active Member
Well, the fear that Elon's Twitter adventure will distract him from the core business of running Tesla is here. Sigh. Hopefully the deal will fall thru or his ADHD will jump back to cars in the near future.
(The news is that Elon says he plans to take Twitter CEO role for a few months)
(The news is that Elon says he plans to take Twitter CEO role for a few months)
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