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

[Artful Dodger]

It will take roughly a year for Model 3 to overtake LEAF.

Yup, that's just 7 mths to overtake the Leaf, even if Model 3 production doesn't increase at all over Q2's average rate. Course that's likely already been bested.

Cheers!

 

[N5329K]

Short Squeeze

Great name for a proper yacht.
Robin

 

[RobStark]

Yup, that's just 7 mths to overtake the Leaf, even if Model 3 production doesn't increase at all over Q2's average rate. Course that's likely already been bested.

Cheers!

Nissan didn't stop selling the LEAF.

They will sell some LEAFs in the next 7 months.

Nissan just added the LEAF + with 62 kWh battery, so the sales rate for LEAF should increase too.

 

[ZeApelido]

New 401k to rollover IRA transfer, bought 25 more shares at 229. Still waiting for final transfer, have about 75 more shares I can get.

Looks like if there's an implosion, I'm going down with this ship.

But if there's an explosion, Elon can do whatever he wants to me on Mars

 

[Artful Dodger]

Nissan didn't stop selling the LEAF.

They will sell some LEAFs in the next 7 months.

Nissan just added the LEAF + with 62 kWh battery, so the sales rate for LEAF should increase too.

Yes, that's why it'll take 7 months and not just 6 (having done the math). Tesla is just bringing the SR+ into full production in Q3, so I suspect Model 3 sales growth will be higher than the LEAF over the next few months.

Cheers!

 

[Nocturnal]

New 401k to rollover IRA transfer, bought 25 more shares at 229. Still waiting for final transfer, have about 75 more shares I can get.

Looks like if there's an implosion, I'm going down with this ship.

But if there's an explosion, Elon can do whatever he wants to me on Mars

Join the club.

 

[rxlawdude]

I don't think there are very quiet methods to do this. Think of it like a hair blower; they're electric, but quite loud. Or a vacuum.

Ever used a Miele vacuum?

 

[trailhound]

Tesla engineers share Model 3 steering, drivetrain, and suspension secrets

Good info on tires, steering and suspension design on Model 3.
If already posted my apologies
was going to copy paste some passages from article but teslarati site must lock that out.

Trailhound

 

[mongo]

This research is still just a lab result and only reached 90 charge–discharge cycles before the cell was degraded to 80% capacity - so a long way still from commercialisation.

Did they happen to mention the energy density before the 20% hit? Cause I mean, if the design gives a 30% increase then it was still ahead at that point...

The main issue with the cell design used in this study is that the dual lithium salts in the electrolyte were depleted through the charge cycles.

So to restore it you need to add more di-Lithium crystals?

 

[mspohr]

Amazon has TSLA shorts!

Amazon.com: tsla shorts

 

[Unpilot]

So to restore it you need to add more di-Lithium crystals

Aren't those hard to come by

 

[LN1_Casey]

Ever used a Miele vacuum?

No, I have a Dyson and never heard of it before just now, but I googled the product.

However, The Best Silent Vacuums For 2019 - Home Vacuum Zone lists that brand as having 70dB, which isn't the quietest of things. And considering that the product isn't pushing 400-odd pounds through the water at speed, isn't the best comparison to a Jet Ski motor in loudness. I used it in my original example only to illustrate that a non-gasoline appliance still can be quite noisy, despite being pure electric.

An electric jet ski would be quieter, certainly, but it will not be Tesla quiet which is the original point.

 

[mongo]

Aren't those hard to come by

I believe so, as Scotty said many a time:
"I canna do it captn, I don't have enough powder!"

 

[Lessmog]

No, I have a Dyson and never heard of it before just now, but I googled the product.

However, The Best Silent Vacuums For 2019 - Home Vacuum Zone lists that brand as having 70dB, which isn't the quietest of things. And considering that the product isn't pushing 400-odd pounds through the water at speed, isn't the best comparison to a Jet Ski motor in loudness. I used it in my original example only to illustrate that a non-gasoline appliance still can be quite noisy, despite being pure electric.

An electric jet ski would be quieter, certainly, but it will not be Tesla quiet which is the original point.

[Silent laughter]

 

[Thekiwi]

There are three good reasons to use a P/S ratio:

1) Sales revenues is a very good indication of the demand for the company's products. Regardless of the gross profit margin, it indicates that the company is making things that the buying public wants.. A company with declining gross revenues may be profitable but in a declining industry or producing products that are no longer in favor. You may make golf clubs and have massive gross margins but if fewer people play golf then what is the future like?

2) Sales revenue is the easiest number to audit. A company may use "creative accounting" to brighten the bottom line - as many Tesla bears have accused Tesla of doing - insufficient warranty reserves etc. but it is very easy to arrive at the gross sales revenues by multiplying the number of vehicles delivered by an estimate of the ASP. Tesla couldn't add an extra $2 billion to the automotive revenues in a quarter without someone noticing that the ASP had soared to an unreasonable level.

3) Like point 1) - a company with growing revenues is a good candidate for a takeover if a buyer perceives the existing management team as being ineffective...so Tesla's gross revenues might attract a buyer who thinks that they have a better handle on the logistics of selling globally.

i agree wholeheartedly that Revenue Growth is an excellent metric to use - but the P/S ratio gives zero information about revenue growth.

 

[Mike Smith]

Jay Leno loves his Tesla: 'There's almost no reason to have a gas car'

 

[Beltsbear]

All-Time Top 5 (until June 2019)
1. Nissan Leaf (422.708)

2. Tesla Model S (277.176)

3. Tesla Model 3 (276.193)

4. Mitsubishi Outlander PHEV (215.385)

5. BYD Qin / Qin Pro (PHEV+BEV) (184.692)

EV Sales: All-Time Top 5 (until June 2019)

Model 3 overtook Model S in all-time sales in July 2019.

It will take roughly a year for Model 3 to overtake LEAF.

Amazing. Because in Maryland I see far more model 3’s then any other electric. Three model 3’s at work and zero leafs. (And two model S!)

 

[BioSehnsucht]

Nissan didn't stop selling the LEAF.

They will sell some LEAFs in the next 7 months.

Nissan just added the LEAF + with 62 kWh battery, so the sales rate for LEAF should increase too.

Yes, that's why it'll take 7 months and not just 6 (having done the math). Tesla is just bringing the SR+ into full production in Q3, so I suspect Model 3 sales growth will be higher than the LEAF over the next few months.

Cheers!

So, 6 months maybe, 12 months definitely? #sorrynotsorry

 

[Prunesquallor]

Amazon has TSLA shorts!

Amazon.com: tsla shorts

That position is much more attractive than I had imagined.

 

[Thekiwi]

Amazing. Because in Maryland I see far more model 3’s then any other electric. Three model 3’s at work and zero leafs. (And two model S!)

Nissan Leaf is a car that has been selling globally for years, whereas model 3 was very concentrated in the US initially.

Nissan deserves some kudos at least for what they have done with the leaf. It has been producing a 5-door EV with ~$30k base price since 2012, even if only at fifty thousand units a year. For anyone who is only after a economical, environmentally friendly city runabout as a 2nd car, a used 2016 Nissan Leaf with low mileage at $10k-$12k is a pretty good deal.