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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
He's probably quoting one of the Twitter accounts out of China that stated over the weekend that this week Shanghai Model 3 production fully switches over to Highland and that they're planning on making 7k for Aug, and something like 10k for September.
If so, it's pretty crummy of him to go live like it's a breaking story.
How else is he going to get clicks/views?
Buckminster
Well-Known Member
Threads of the day:
Off topic galore Fight club update - use it pls pls. Mod: moved 22 posts there. Will just delete from now on. --ggr
Tesla Data Centres
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Off topic galore Fight club update - use it pls pls. Mod: moved 22 posts there. Will just delete from now on. --ggr
Tesla Data Centres
Tesla mining and refining Indonesia investment
Project Highland (Investor impact etc.)
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In NEVI news Tesla won 12 of the 54, ~22%, contracts for round 1 in Pennsylvania.
Some interesting nuggets:
What I haven't been able to find yet is how many charging stalls each site will have. (I hope Traveler's America is install more than 4 charging stalls at each site with the ~$1M they were awarded for each.)
Either Tesla is putting in a lot of matching funds or their costs are way below everyone else's. (Not that Tesla's cost being so much lower is a surprise to any of us.)
edit: I heard back from PennDOT:
I updated the chart with the average per stall. That makes Tesla's cost roughly half of everyone else.
Some interesting nuggets:
- $~34M total awarded
- Tesla received awards totaling ~$2.7M.
- The average award was for ~$626k .
- If you take Tesla out of the data the average award is ~$740k.
- Tesla's average award was ~$227k.
What I haven't been able to find yet is how many charging stalls each site will have. (I hope Traveler's America is install more than 4 charging stalls at each site with the ~$1M they were awarded for each.)
Either Tesla is putting in a lot of matching funds or their costs are way below everyone else's. (Not that Tesla's cost being so much lower is a surprise to any of us.)
edit: I heard back from PennDOT:
I updated the chart with the average per stall. That makes Tesla's cost roughly half of everyone else.
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Artful Dodger
"Neko no me"
Artful Dodger
"Neko no me"
But if he bought US Steel, he'd also have to buy SentinelOne (don't we already have digital security?), ENI (who wants a yucky oil co?) and Alleghany Corp (already a wholly-owned subsidiary of Berkshire Hathaway)...
...but always remember "Who controls the memes, controls the Universe".
Cheers!
Full list on that page: https://www.penndot.pa.gov/ProjectAndPrograms/Planning/EVs/Documents/NEVI Round 1 Conditional Awards_List_FINAL.pdfIn NEVI news Tesla won 12 of the 54, ~22%, contracts for round 1 in Pennsylvania.
Some interesting nuggets:
View attachment 964863
- $~34M total awarded
- Tesla received awards totaling ~$2.7M.
- The average award was for ~$626k .
- If you take Tesla out of the data the average award is ~$740k.
- Tesla's average award was ~$227k.
What I haven't been able to find yet is how many charging stalls each site will have. (I hope Traveler's America is install more than 4 charging stalls at each site with for the ~$1M they are spending on each.)
Either Tesla is putting in a lot of matching funds or their costs are way below everyone else's. (Not that Tesla's cost being so much lower is a surprise to any of us.)
For Tesla some decent stuff though not much leaping out as a Supercharger nerd. Waynesburg, PA a nice bit of density and Summerdale, PA across from Harrisburg, PA filling in better for people heading north.
A couple of existing locations, 1 under construction, and some V3/V4 supplementing V2 as well.
Artful Dodger
"Neko no me"
X is a privately-held company - probably always will be, given Elon's experiences w. Wall St.
However, US Steel did reject a $7.4B buy-out offer from competitor Cleveland-Cliffs.
MartinAustin
Active Member
Artful Dodger
"Neko no me"
That's better than the Canadian Gov't NRC grants Tesla received when they built out the V3 Supercharger route on the Yellowhead Highway in the West. Tesla received ~$30K CAD per charger head (avg 6 stalls per site), compared to all other NRC L3 charger grants across Canada which averaged about $60K per charger.
Notably, Tesla also added 2 extra L3 (50KW) chargers at each Supercharger site for other EVs (dual-headed CCS-combo/CHAdeMO) so that ALL EVs can charge there. The route now extends from Saskatoon on the East side (from where you can already connect to the existing TransCanada Supercharger network), to Prince George in North-central British Columbia (again, and existing Supercharger route already exists to connect to the Lower Mainland).
Electric Vehicle and Alternative Fuel Infrastructure Deployment Initiative - Successful Applicants – Phase 2 | NRC Canada (March 26, 2021
Tesla was going to do this anyway. Why not take the grant money? The extra benefit was for other EVs since their chargers share the High Voltage infrastructure Tesla has to build to create a Supercharger site.
Even more fun? Tesla just received permission for 'per-KWh' billing for it's charging services in Canada, six (6) months after the bearacracy announced it's pilot program:
Tesla Switches to KWh Billing at Superchargers in Canada | DriveTeslaCanada ( Aug 3, 2023)
Tesla NACS is winning, slowly but Shirley.
Cheers!
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Confirmation will not change the "clicks" he will get.
Elon at it again, costing people's net worth to plummet. MSM at its finest
The price cut on the Model 3 can easily be justified by Highland.
According to Gary Black, 82% of Model Y sales are the SR (with an unchanged price). If that’s correct, these Y cuts, could actually IMPROVE gross margins, if the cuts encourage a decent migration to LR Y’s.
According to Gary Black, 82% of Model Y sales are the SR (with an unchanged price). If that’s correct, these Y cuts, could actually IMPROVE gross margins, if the cuts encourage a decent migration to LR Y’s.
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Don't you try and apply common sense to Wall St...
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