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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I’d say it’s not quite that simple. Currently, their customers get gas at their locations to run cars used for commuting, generally getting around town and occasional road trips. With the move to EV’s, large swaths of their previous customers will be “filling up” at home for the former two use cases. At the very least, their market becomes smaller.
StealthP3D
Well-Known Member
It's really sad how selfish humans can be. I know I care about protecting my family and other occupants whenever I'm responsible for them in my car. I also want to minimize the chances of making others sick reduce pollution of the when I decide I want to go somewhere. I would assume everyone would share these same values but apparently not.
Mostly I feel because of the headlines about "China's Tesla" which had zip zero nada to do with Tesla in China. Also pretty suspicious.
HG Wells
Martian Embassy
To: Boss Short
Boss, should we approach gas stations for a donation to our troll farms ?
Would be a shame, if they lose more customers.
Chief Editor
Shortsville Times
Artful Dodger
"Neko no me"
Customer and Product Support | Tesla Support
Has how-tos, plus videos for the 3 different models. Seems like it could use an update to cover the new features.
Model 3 Support Videos | Tesla
Model S Support Videos
Model X Support Videos
I'm a TSLA owner but not yet a Tesla owner. It would make sense to have instructions and optional videos for operation, maintenance, and safety available on the LCD screen (kind of an augmented owner's manual if you will), if it's not there already. This would include info from the factory (which could automatically be updated as necessary) plus a section for the owner's text and audio/video notes to themselves and perhaps other drivers.
If that's not already being done, I think it would make for a great feature in the future.
Yeah. I apologize. It was over reaction to fatigue from the constant memes here that Tesla and Elon are the victims of an evil cabal of big Auto, big Oil, big Utilities etc. conspiring against them to undermine their noble mission, and that every gyration in the share price is manipulation by "da shortz" or Wall Street ghouls. That's not my view of reality, but I've read enough posts here to recognize many are emotionally invested in those themes, and I shouldn't have trampled on fellow humans' feelings.
My view of reality is that TSLA is an ideological battleground security with a paucity of useful information disclosed, which allows continual distortions by both proponents and skeptics--that's what creates the volatility and the intriguing yet risky opportunity to trade it profitably. One thing I've learned in the last decade is to not hold on to a position in either direction too long or you will soon be whipsawed.
I don't do Twitter, Reddit or many of the other battleground sites unless someone posts a link here to something specific. I did not know about Plainsite's alleged bias, but it probably wouldn't have made a difference if I had. I've read enough motions and briefs in support thereof to evaluate whether the assertions seem credible in the context of other available circumstantial information regardless of how the filing was obtained. Advocating anyone should ignore potentially useful information in a court filing because of where it was published seem foolish, but I'll leave it to you and PlainSite to argue that one.
I know nothing about the Plaintiffs (City of Riviera Beach Police Pension Fund). Are you sure they chase ambulances rather than driving or escorting ambulances?
No one in on-going discovery publishes "actual deposition transcripts." It would be expensive and silly. If a deposition excerpt is quoted in a court filing (motion, brief, etc.) it becomes part of the public record, unless a party is granted confidentiality. Pre-trial antics are a two way street, and I suspect the Defendants have capable counsel.
No one in on-going discovery publishes "actual deposition transcripts." It would be expensive and silly. If a deposition excerpt is quoted in a court filing (motion, brief, etc.) it becomes part of the public record, unless a party is granted confidentiality. Pre-trial antics are a two way street, and I suspect the Defendants have capable counsel.
Actually, I did not know the Plainsite founder " is apparently also a TSLAQ nutcase" and about those ambulance chasers--thanks for checking those facts.
Unless they live in apartments that don't have overnight charging capability that is, in which case their market may increase. Not everybody can charge at home, so this just increases the convenience of the store/fueling station.
Artful Dodger
"Neko no me"
Per Carsonight, employees at GF1 have been told the goal is for 10K bty pack production by end of 2019. At an avg 65KWh/pack thats a 32GWh/yr run rate. Add in 3GWh for TE, and there's Panasonics' promised 35GWh/yr capacity.Tesla guided for 2-3 GWh for energy this year. They should be at a 3 GWh / year rate by this point, so to be conservative, you should account for that.
Hopefully they’re above 28.5 GWh/ year rate
That'll cover Tesla's needs for Model 3/Y at Fremont, but we're gonna need more for Semi and the pickup. GF3 will soon be independant for its bty needs, likely by the time Fremont ramps up Model Y.
Cheers!
Interesting that, in the section where they talk about curbing abusive naked short selling, they fail to mention their discontinuation of the uptick rule in 2007, the single action most responsible for reigning in abusive short sales ( previous to the implementation of the uptick rule, short selling on downticks was the cornerstone of abusive and manipulative short selling). Says a lot about the SEC and their woeful failure of protecting investors.
Artful Dodger
"Neko no me"
They will feel very good, because they have a job what they like to do. Probably many autoworkers will be freely available after ICE factories laying off staff. And "Tesla - Made In Germany", sounds fantastic for Europeans. Probably some guys in US will pay more to get German built Tesla in US, as I said in previous post assembling cars is in Germans blood.
Bet TSLA
Active Member
TheTalkingMule
Distributed Energy Enthusiast
I would argue this new super-Wawa model is barely profitable in the first place. My thesis isn't that they can't pivot to supercharging and still be a reasonably useful convenience store, it's that the properties they've chosen to expand onto are way way too expensive if you take away the gasoline element.
95% of charging will be done at home, this whole "stopping for gas" thing won't exist. Wawa will be stuck with massive ultra-prime location properties selling Doritos. Plus no one really buys cigarettes anymore. AND their hoagies are 60% of what they used to be. Don't even get me started on how the meatball classic has gone downhill.
Whoever is driving this growth internally looks like a rock-star right now, but it's nowhere near sustainable. Probably not even if EVs weren't about to eliminate their entire business model. Perhaps they'll shrink down dramatically or the properties will have appreciated in value, but I think it's much more likely they eventually drown in debt.
That wouldn’t increase their market, just make it decrease less. Said people in apartments likely already have gas cars that have to be filled up for all 3 reasons at gas stations. If apartment dwellers don’t have access to charging at home or work, then they have to fill up their cars exactly like they already are. I suppose most Tesla’s have lower range than most gas cars, so they might make such visits a bit more often, but I can’t imagine that’ll be enough to counteract the wholesale loss of all homeowners and others who can charge at home/work as regular customers.
Lol - I just summed up the known July and August Model 3 numbers from Europe, plus the September numbers for the realtime countries. So no "final week of rush" in the realtime countries and no entire final month (e.g. the big month) in the others. The total? 17506.
Meanwhile, Q2 was 18339 *for the whole quarter*.
That is to say: if the non-realtime countries delivered *zero* in September, and the realtime countries just suddenly stopped delivering tomorrow... we'd *still* have almost as many European Model 3 deliveries as all of Q2
Meanwhile, Q2 was 18339 *for the whole quarter*.
That is to say: if the non-realtime countries delivered *zero* in September, and the realtime countries just suddenly stopped delivering tomorrow... we'd *still* have almost as many European Model 3 deliveries as all of Q2
Lol - I just summed up the known July and August Model 3 numbers from Europe, plus the September numbers for the realtime countries. So no "final week of rush" in the realtime countries and no entire final month (e.g. the big month) in the others. The total? 17506.
Meanwhile, Q2 was 18339 *for the whole quarter*.
That is to say: if the non-realtime countries delivered *zero* in September, and the realtime countries just suddenly stopped delivering tomorrow... we'd *still* have almost as many European Model 3 deliveries as all of Q2
Cool. And Troy updated his estimates, now over 100k, so 100k is pretty much secured.
BUT still total delivers around 75-77k...rightLol - I just summed up the known July and August Model 3 numbers from Europe, plus the September numbers for the realtime countries. So no "final week of rush" in the realtime countries and no entire final month (e.g. the big month) in the others. The total? 17506.
Meanwhile, Q2 was 18339 *for the whole quarter*.
That is to say: if the non-realtime countries delivered *zero* in September, and the realtime countries just suddenly stopped delivering tomorrow... we'd *still* have almost as many European Model 3 deliveries as all of Q2
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