sundaymorning
Active Member
LOL you should be more concern for BMW Mercede, Audi and Porsche which has billions of inventory sitting for months.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
LOL you should be more concern for BMW Mercede, Audi and Porsche which has billions of inventory sitting for months.
I sense a chapter on media manipulation coming.
It's not official yet, but the Tesla mobile guy confirmed there will be a service center opening soon in Rochester NY.More good news for @neroden and anyone else in Central or Western NY... this was posted earlier today by the founder of our local fb EV group:
"More good news, now I’m hearing that Rochester is getting a Tesla service center as well."
It's not on the Tesla site yet. I'll try to confirm tomorrow with Tesla Mobile Service.
FYI they charged me $62.50 to rotate the tires, but he said the price is going up to $80+ soon. They charged $58.50 to replace the wiper blades. I was able to pay over the phone so I did not have to go outside at all.
EVNow
Well-Known Member
Very low on inventory. Just 2 days of 3 sales ! X is less than a week and S is less than 2 weeks.
I guess it will take a while to really fill the pipeline.
They exclude Tesla but based on the number the article gives, it would have had the lowest number of unsold vehicles of all shown manufacturers.
Representative: "How many accidents were you involved with in the past 5 years?"
Tenable: "Yes"
JusRelax
Active Member
I apologize, this is off topic, but anybody know why LYFT is up almost 5% today when the only news I see for them is their failure to overturn NYC's minimum wage law? Is LYFT's increase somehow correlated to Tesla's cash raise in some way that I don't know of?
EDIT: Every once in awhile, when Tesla has major news I check in on LYFT as well because I'm curious to see if positive Tesla news affects LYFT stock price detrimentally. The way I see it, as soon as that starts happening signifies when people have started to believe that Tesla Robotaxis are a possibility.
EDIT: Every once in awhile, when Tesla has major news I check in on LYFT as well because I'm curious to see if positive Tesla news affects LYFT stock price detrimentally. The way I see it, as soon as that starts happening signifies when people have started to believe that Tesla Robotaxis are a possibility.
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Note that this would only be unsold inventory, not in-transit inventory.
Esme Es Mejor
Member
They may be too rosy— we’ll have to see how the improvements on range, efficiency, and suspension play out.
Demand for S/X is fungible— if people buy 5k fewer S & 5k more X, it makes no real difference to the company. I’d love to see another vehicle that can make use of the 18650 batteries that S/X use— Elon’s cyberpunk niche truck could work for this, as could the Roadster. The important thing is that they match or exceed the revenue & profit of the S/X.
I think most people are assuming they’ll use the 2170 batteries for the Truck & Roadster— and they probably will— but if they are supply constrained on 2170 batteries & have an available supply of 18650 batteries, it might be wise to use them in another small-production vehicle. 5k Roadsters with 200 kWH packs would replace 10k Model S with 100 kWH packs. Likewise, 6700 Trucks with 150kWH packs would replace 10k Model S with 100 kWH packs.
I haven’t heard any rumors that either vehicle is ready to be produced this year, which is a shame. It’d be a perfect weapon to have at the ready. Of course, Tesla is pretty good about keeping secrets (see the Roadster reveal), so I hope these vehicles are closer to production than anyone realizes.
PS— 12 pages behind right now, so apologies in advance.
Zhelko Dimic
Careful bull
You need to pay for an upgrade only if you buy SR-, right. I expect Tesla was concerned how government would like at upgrade as part of the system gaming. Also Tesla doesn't want us really to buy SR-. They would give us SR+ at $CAD 8,700 (53,700-44,999) discount in the hope we buy upgrade?
No, much better to push us into SR+ and no headache for them.
Existence of $CAD44,999 vas important just to qualify higher trim of SR+, it didn't have to be an appealing offer, based on initial rules
As I understand news reporting, rules changed, or are about to change so that $45K limit is abolished and anything under $55K qualifies, so $44,999 (SR-) variant can be scraped. Now that there is a $5K incentive they don't even have to go back to regular SR offering at all. Today you get SR+ for the price of the SR yesterday. Literally. I just renewed my S60 add on trader.ca
last time I checked I don't own their stock, so no I don't give a *sugar* about them.
what is honestly the point of stupid bull comments like these?
Sean Wagner
Member
Hey @KarenRei, I'm coming to Iceland for a visit next month. Want that I should slip a Model 3 in my carry-on for you?0 3's, 0 S's, and 0 X's within 200 miles of me.
Also, ordered the new long range S 100 to replace my 2016 75D. I really didn't need to. But I really don't care.
Zhelko Dimic
Careful bull
Eh, you sound like many of my ex-bosses: 'It's only software'.
Good software is incredibly expensive to write.
Incredibly, shockingly expensive.
Which is actually Tesla's advantage as it will be hard for others to catch them.
With other companies I usually vote for directors as a whole, the named accountant, and against most other board sponsored recommendations, especially compensation schemes, unless I happen to know more. With Tesla the one exception, I voted for all board recommendations. Not a well informed opinion on specifics for Tesla, but based on evidence from your smarter than my posts here, I have more confidence in the company than what we do here because they have better information.
And this is why you don't make 600 mile range cars. The more miles you put in an electric car, the more it pollutes since more resources are needed that gains no benefit for the driver MOST of the life of the car. It's way better for Tesla and the world to make 2x 300 mile range cars than 1 x 600 mile range cars.
Kind of. You can judge by the rate of decrease to see some minimum level of demand. If you track VINs, you can get a much better indicator of demand with it.
Can we stop quoting these silly numbers? They are just what Tesla is willing to show you and in no way tell you anything about the real inventory. In fact, a few weeks ago Tesla went out of its way to make it harder for real inventory trackers to do their job. Which is why they now, too, are out of step with reality.
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