Humm, interesting author!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Humm, interesting author!
K_Dizzle
Member
Just wanted to add something interesting I saw recently. I’m in Poland for the month and my YouTube feed adds are mainly adds about a network of 500 BMW i3s all around Warsaw. You can rent them by the minute with pick up and drop off locations all around the city. No payment for parking is used as one of the main points in the add. Very compelling idea actually. BMW is not taking this lying down.
LN1_Casey
Draco dormiens nunquam titillandus
Wasn't there an EV rental thing going on that had to be canex'ed because of people destroying the cars?
Funny / sad how that article is over a year old now, yet we are still sort of in the same situation.
You guys tell your wives???
anthonyj
Stonks
The i3 is such a fun car. Amazing handling and torque. I had one with the back up generator and had to roll into a gas station while driving to the Jersey Shore since the electric range is 60 miles and one of the service stops were closed off. Good times
comparethemarket.com - cost of charging an electric car globally
Interesting chart comparing car charging cost globally, using Tesla Model S as the example. Ireland sadly one of the most expensive, double the cost of the US. Solar power not a great option here either, due to climate.
Interesting chart comparing car charging cost globally, using Tesla Model S as the example. Ireland sadly one of the most expensive, double the cost of the US. Solar power not a great option here either, due to climate.
What's the difference how much you make so long as you can pay cash and don't finance it?Thanks for the links - quite interesting although not surprising. It does terrify me people buying cars that cost more than they make per year. I remember a guy on Reddit announcing he was buying the Model 3 Performance ($75k with options) and he was earning $62k a year. It's a free country and everything, but this is how people get into trouble. I've never spent more than 25% of my annual income on a car - so yes I've owned some terrible cars in my youth!
Yeah but it also seems like this sets the ground for a reversal for a few weeks culminating in such expectations that the result is a miss come end of the quarter. Interesting to watch.
On another topic, with the launch of Starlink an initial success, has another possibility for TSLA peaked above the horizon?
Interesting, Rivian backed out of a deal with GM, supposedly because GM wanted to limit Rivian’s releases under their own brand name. And they went wit the Ford deal because they didn’t try to get similar restrictions.
So I agree the partnership is a mixed bag and it still seems a bit puzzling, because for Ford to use this to really accelerate F-150 electrification, wouldn’t they have to use the Rivian skateboard as-is? That would mean that Rivian brand and F-150e would have many common components, more like F-150e would be Rivian with a different body style. Which makes you wonder how will they differentiate? I assume they will use different wheelbases to allow the look and functionality to diverge.
Speaking of logistics and the wave, the last(?) ship of the quarter in just now being moored at pier 80, the Grand Quest.
Barron's this morning.
Tesla Stock in 2019 Looks a Lot Like Netflix Stock in 2011
By
Eddie Yoon
June 4, 2019 5:30 a.m. ET
“...Similarly, Tesla is spot on in their belief that demand for electric vehicles will grow exponentially. In 2018, electric vehicles were 2% of total new cars sold in the U.S. but 20% of Americans want an electric vehicle (per a study by AAA). Electric vehicles already have roughly a 10% market share in California. Tesla accounts for more than 60% of the share of growth of electric cars. The idea that Tesla’s 30,000 dip in deliveries in Q1 2019 versus Q4 of 2018 highlights a fundamental demand problem with either electric vehicles (which could easily number in the millions in the near future) or Tesla itself (since their products are beloved by consumers) seems like a stretch....”
Tesla Stock in 2019 Looks a Lot Like Netflix Stock in 2011
By
Eddie Yoon
June 4, 2019 5:30 a.m. ET
“...Similarly, Tesla is spot on in their belief that demand for electric vehicles will grow exponentially. In 2018, electric vehicles were 2% of total new cars sold in the U.S. but 20% of Americans want an electric vehicle (per a study by AAA). Electric vehicles already have roughly a 10% market share in California. Tesla accounts for more than 60% of the share of growth of electric cars. The idea that Tesla’s 30,000 dip in deliveries in Q1 2019 versus Q4 of 2018 highlights a fundamental demand problem with either electric vehicles (which could easily number in the millions in the near future) or Tesla itself (since their products are beloved by consumers) seems like a stretch....”
Uhm - dealer network, manufacturing capacity, economies of scale, marketing power, in the case of Ford? To be honest I'd be more worried about Rivian's ability to remain anything but a developer/subcontractor for Ford, in the long run. Which is actually fine by me (if Ford had a decent EV then I'd probably not be driving a Tesla).
I love the Bloomberg headline from 20 hours ago: "GM and Fiat Chrysler Unmasked as Tesla's Secret Source of Cash"
You gotta give them credit, that's some excellent spin right in the headline.
You gotta give them credit, that's some excellent spin right in the headline.
I have a small amount of curb rash from a few months ago.Tesla just referred me to some repair shops. I just ordered a rim protection kit from Evannex that should cover it, provide some protection from the next one, and give me a nice red accent (you can choose all black).
All I can figure is that there was real damage beyond cosmetics, if the car is actually sitting at the service center waiting for parts. Or could it just be a story?
This is exactly why tsla needs to make service a profit center, 20% GM like the manufacturing counterpart.
Now it is a vicious circle, negative service margin --> lower priority/resource for service department --> slower service --> less service volume --> more negative service margin.
Frankly, tesla owners care more about service time than service/parts price.
This is again the proof that Elon's idealism makes operation improvement harder.
I hope somebody asks elon this at shareholder meeting:
How's your promised ramp up at Tesla Energy and Service going? Do you still remember them?
Now it is a vicious circle, negative service margin --> lower priority/resource for service department --> slower service --> less service volume --> more negative service margin.
Frankly, tesla owners care more about service time than service/parts price.
This is again the proof that Elon's idealism makes operation improvement harder.
I hope somebody asks elon this at shareholder meeting:
How's your promised ramp up at Tesla Energy and Service going? Do you still remember them?
LN1_Casey
Draco dormiens nunquam titillandus
If Ford makes an F-#E off Rivian's skateboard, I've little doubt it will look exactly like every other F-# series, besides badging. My friend upgraded from his 2014 model to a 2018 model before I left my last duty station, and I literally could not tell a single change difference in appearance. I'm certain that the F-# series will look the same until the Apocalypse.
Very bizarre, feels like there is a lot of positive headlines in the past 24 hours, under the warm embrace of my tinfoil hat, it feels like somebody flipped a switch somewhere to precipitate a reversal in the TSLA trend.
Artful Dodger
"Neko no me"
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