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

Webeevdrivers

Active Member
Jan 2, 2017
2,370
4,413
Canada
I just hope that model 3 gets CCS compatibility soon : closest supercharger is 565km from my house and 3 of the 4 biggest town in my area have installed public CCS. There is also that my region is separated from the rest of the province from a provincial park and there is one gas station on a 250 km stretch. That gas station is going to be refreshed in the coming years and CCS was mandatory for the promoter of the refresh project.

It won't be hard for me to convinced people ''on the top of the fence'' to jump and go full electric ; the GM dealership in the small town nearby my place is one of the top vendor for Bolts (and pickup). But it would be a paradox to pay for a top brand Tesla car and not be able to fast charge.

It’s holding us back as well although I don’t care if it’s Chademo or CCS. We have some time before we have to replace the wife’s car but would like it to be a model 3. But without Chademo or CCS it’ll be a Leaf Eplus. I think it’ll be a reality within the next year which is our new timeline for replacing her car.
 

mblakele

Safety Score: 99
Mar 7, 2016
1,786
6,013
SF Bay Area
I'm calling my shot now, GF4 will be in Gdansk, Poland.

Low taxes, cheaper labor, seaport. Can see Sweden from your house.

Listen to the words of Dubya, "Don't forget Poland.".

Wonder if there are any existing plants Tesla can take over. Fiat is the biggest manufacturer in Poland with a 100 year experience. There are a lot of auto plants in Poland - so there should be a enough skilled labor.

Glancing at wikipedia, most of the existing auto manufacturing in Poland seems to be clustered in the south. I'm not sure if it's better to set up close to existing labor or closer to Scandinavia.

Automotive industry in Poland - Wikipedia
 

Krugerrand

Enough of the 🐩, back to 🐈‍⬛
Jul 13, 2012
11,588
65,981
Tesla friendly place
Funny how the article also blames the strike in the Hungarian factory where the electric motors are made. That strike lasted January 24-30... I am sure that's to blame for cutting production by 10.000 cars this year. /s

Not sure if Audi is saying this, trying to play down the significance of the battery shortage or just lazy journalists remembering they've heard something about a strike and linking the two stories.

Yes.
 
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Fred42

Active Member
Dec 24, 2018
1,061
3,180
Pennsylvania
There doesn't even have to be any breakthroughs. Tesla has shown that just economies of scale, smart vertical integration, and the current modest rate of yearly improvement has been enough to do it. They are making competitively priced cars with healthy margins.

In other words, just solid business sense and good execution.
And no labor union, an advantage unavailable to some of the competition. And the case for vertical integration might unravel if they are unionized.
 
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Dan Detweiler

Active Member
Apr 21, 2016
3,082
13,327
Canton, Georgia
Glancing at wikipedia, most of the existing auto manufacturing in Poland seems to be clustered in the south. I'm not sure if it's better to set up close to existing labor or closer to Scandinavia.

Automotive industry in Poland - Wikipedia
Given those choices and all other things remaining equal, I would think the north hands down. Closer to ports. Closer to their biggest markets outside the US and China. Seems a no brainer to me...again, all other factors being equal.

Dan
 

RobStark

Well-Known Member
Jul 2, 2013
10,728
56,637
Los Angeles, USA
Fred alert.

His bias is so obvious with this comment

"Between more efficient motors and a more energy dense battery pack, Model S and Model X could get big range and performance upgrades – making the vehicles much more competitive in their respective segments."

What competition??? No other EV out there is competitive with the current version of the S/X.

Mercedes S Class and CLS Class
BMW 7 Series and 6 Series
Audi A8 and A7
Lexus LS and GS.
 
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RobStark

Well-Known Member
Jul 2, 2013
10,728
56,637
Los Angeles, USA
It looks like SR+ is just 55kWh.
The problem with adding new capacity is if Panasonic build new cell lines but then soon after manage to ramp up the existing lines to their current 35gWh design capacity, they will then have excess capacity until Y is in mass production - some lines will then have to be idled and profitability will be significantly impacted. Much better to just get the current lines from 24gWh to their 35gWh capacity. But not clear what the bottlenecks are to achieving this.

I think not.

Tesla Semi and Tesla Energy can soak up any "extra" capacity.
 
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loco

Member
Feb 21, 2013
185
458
Poznan, Poland
Given those choices and all other things remaining equal, I would think the north hands down. Closer to ports. Closer to their biggest markets outside the US and China. Seems a no brainer to me...again, all other factors being equal.

Dan
South, especially Silesia, is the region of mines, ironworks and factories. It's also closer to Germany than Gdansk and connected with a motorway, which Gdansk isn't. Would be very odd to build a factory in Gdansk, but hey, anything is possible.
 

saniflash

Member
Sep 5, 2017
388
3,808
Zurich, Switzerland
We will either be above 300 or under 240 by the end of next week.

Do you really think <240 is on the table @Antares Nebula ? Ok I guess with Tsla everything is on the table, but there's already so many negative expectations priced in (eg loss in q1), plus the sp didn't move significantly up after the fsd event announcement. Also there's quite a few support levels between here and 23x.
 
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tracksyde

Member
Nov 7, 2013
517
1,275
So Cal

ggr

Expert in Dunning-Kruger Effect!
Supporting Member
Mar 24, 2011
7,014
28,101
San Diego, CA

EVMeister

Lover of Tesla
Supporting Member
Apr 8, 2018
1,777
13,070
England
What's with the absolūt unit biography on Twitter as well? Just Elon humour or some subtle hint at something Sweden related?
 

lklundin

Active Member
Oct 10, 2014
2,973
20,516
Bavaria
South, especially Silesia, is the region of mines, ironworks and factories. It's also closer to Germany than Gdansk and connected with a motorway, which Gdansk isn't. Would be very odd to build a factory in Gdansk, but hey, anything is possible.

I fully expect Tesla/Elon Musk to enter concurrent, sincere negotiations over candidate GF sites in at least three different EU countries. So I wouldn't conclude more than Poland is likely one of several candidates.

Btw, with regards to sustainability, Poland is to Norway what Wyoming is to California. So I guess a BEV factory there could have an impact...
 

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