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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
A highly disciplines approach is applied with very close coordination of all departments.
Very close coordination with all departments, except for the copy department.
SunCatcher
Member
Excellent report from Bjorn, in Oslo. As I have been thinking; there will be more gas/convenience store locations that discover the need for including EV charging stations. So they're integrating them into their businesses, and are finding a receptive audience.
"Circle K, they're not messing around. They know this is the future." "Circle K has figured out that they have prime locations for putting in EV Fast Chargers." Up to 150 KW charging. As good as a Tesla Supercharger!
With the widespread adoption of EVs in Norway, it's totally logical that this would happen. And as we all know; as goes Norway, so goes the world!
"Circle K, they're not messing around. They know this is the future." "Circle K has figured out that they have prime locations for putting in EV Fast Chargers." Up to 150 KW charging. As good as a Tesla Supercharger!
With the widespread adoption of EVs in Norway, it's totally logical that this would happen. And as we all know; as goes Norway, so goes the world!
Mike Smith
Active Member
The used market is getting flooded with German luxury cars people are trading in to buy their Tesla. So not only is Tesla stealing their sales, they're also making it harder for them to sell new cars by effectively lowering the price of used models.
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'The data shows exactly how rough the recent road has been for the once-dominant luxury marques. In the first six months of 2019 alone, a 2018 BMW 320i lost nearly 20% of its value, dropping from $37,700 to $30,700.* While it’s true that newer vehicles typically depreciate at a steeper rate, it’s not usually that steep. But again, The Tesla Effect is changing the norm. At three years old, a 2016 Mercedes B-Class would ordinarily depreciate at a slower rate. For the same time period as the BMW above, though, the B-Class dropped from $18,500 to $13,250, nearly 30%.'
{{ngMeta.title}}
'The data shows exactly how rough the recent road has been for the once-dominant luxury marques. In the first six months of 2019 alone, a 2018 BMW 320i lost nearly 20% of its value, dropping from $37,700 to $30,700.* While it’s true that newer vehicles typically depreciate at a steeper rate, it’s not usually that steep. But again, The Tesla Effect is changing the norm. At three years old, a 2016 Mercedes B-Class would ordinarily depreciate at a slower rate. For the same time period as the BMW above, though, the B-Class dropped from $18,500 to $13,250, nearly 30%.'
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larmor
Active Member
Life in California is hard, because the house is costly. So to balance that one needs to live a little bit away from their work. So everyone has to drive. Driving is a person's lifeblood, without it, can't get to work, can't sustain yourself. There were several times during our stay in California where gas prices went to $5 per gallon. People still have to work, and as i was able to witness, anecdotally, the metro train in Irvine ridership going to LA at 6:30 am rose in line with gas prices.
Alot of life is a little bit different in California than the rest of the US. In California, they find every reason possible to keep or raise gas prices. For example, transition to summer, well its the summer blend that is more costly. Coming winter, oh that is also more costly. Hurricane in Houston, gas prices have to rise in California. There are so many similar headlines that are used to keep gas elevated. Add in solar, and more sunlight in california, why not go electric-- range. The model 3 solves that, and in the end its just transportation to get to work. At the near luxury market, current model 3, people still make decisions based on economics just right after styling-- used to be huge numbers of MB C Class and model 3s.
Buckminster
Well-Known Member
Rick is back (308 views and counting):
I haven't watched (scanned..) yet.
Artful Dodger
"Neko no me"
OT. Transmission precision isn't the issue. LEO satellites will always be in the Earth's shadow whenever they have direct line-of-sight to the ship while its experiencing local nightime. ie: no solar power at night.
Only a geostationary satellite is able to see both the Sun and a nighttime surface ship continuously. Then the issue becomes competetion for limited orbital slots. Likely thats a resource better spent on communications infrastructure than on ship primary propulsion.
TL;dr yes we can power ships other ways than burning carbon.
Cheers!
Buckminster
Well-Known Member
Here, Tim discusses his thoughts ahead of his Elon interview. He wanted to get Elon talking technically and not bombard him with questions. Crucially, you have to wait a long time for Elon to finish his thoughts. The result was IMO Elon's best interview ever. We need to get Tim an hour or two with Elon and feed him a few Tesla stock related questions in between the oxygen rich questions.
Artful Dodger
"Neko no me"
While its nice to dream or speculate, the 8-k literally calls it the “China In-Transit Financing Facility”.
You know, for finished products which are finished, but still "In-Transit" to customers? Who haven't paid in full yet because the products are still in-transit? Thus Tesla uses bridge financing (a revolving credit line in this case) so they can keep making cars while they're waiting to get paid for the cars already built and shipped out the factory gate?
Don't worry. There is plenty of credit available to Tesla in Shanghai for whatever they need. That part will be huge. They have a plan, and when they're ready, they'll tell us some of it.
Cheers!
Not only are electricity rates in TX less than half that in CA, gasoline prices and natural gas prices in TX are also less than half those in CA.
Maybe some people in TX view gas prices cheap enough to forgo going electric as of now?
Artful Dodger
"Neko no me"
Yeah, its all like "I'm gonna make him an offer he can't refuse":
Now you come to me and say 'Don Corleone, give me justice'. But you don't even ask with respect, you don't offer friendship, you don't even think to call me Godfather ELON
Wernher von Braun Novel May Have Predicted Elon Musk | Mysterious Universe
"The Martian government was directed by ten men, the leader of whom was elected by universal suffrage for five years and entitled “Elon.” Two houses of Parliament enacted the laws to be administered by the Elon and his cabinet."
-- Wernher Von Braun, "Das Marsprojekt", (1952)
-- Wernher Von Braun, "Das Marsprojekt", (1952)
Jus' Sayin'.
Artful Dodger
"Neko no me"
Hmm, I see Jack alright. Is the other guy Rick?
Buckminster
Well-Known Member
No, the other one is Jackard....Hmm, I see Jack alright. Is the other guy Rick?
As more used Teslas come onto the market in the next couple of years these resale values are likely to be further impacted as the Teslas will have the additional advantage that:
- OTA will have kept infotainment features updated and added new features. This will compare with the 'frozen' features from the legacy manufacturers
- Autopilot will also have updated and there will be the option to add FSD to any HW2 and above models.
His conclusion seems correct. As soon as there is a critical mass of EV's everyone will install chargers.
Jack is the main reason why I wish that you could increase Youtube playback speeds to greater than 2x
Artful Dodger
"Neko no me"
'Youth and exuberance beats old age and treachery' - Caraoke Pt.2
"Thanks Elon,
RIP George Michael"
"Thanks Elon,
RIP George Michael"
We had price reduction for the 3 in particular for the Performance Model. This is true for many EU countries.
pyromatter
Member
When Tesla bought Grohmann Engineering GmbH, the founder Klaus Grohmann felt the company should continue to deliver to their old customers in the automotive industry. Elon Musk did not want that, so an arrangement was found by which Klaus Grohmann left the company.
Now it will be interesting to see what will happen with Hibar's deliveries to their old customers and what if any changes there will be among the upper management.
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