willow_hiller
Well-Known Member
It's the most efficient EV ever, according to the EPA. Gas Mileage of 2019 Hyundai Ioniq Electric Just beats out the Model 3 SR+. I'm guessing it's primarily the shape and the lightweight battery.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It's the most efficient EV ever, according to the EPA. Gas Mileage of 2019 Hyundai Ioniq Electric Just beats out the Model 3 SR+. I'm guessing it's primarily the shape and the lightweight battery.
Best sales pitch yet...I will order tomorrow.
Can anyone point me to some information concerning the GF3 production capacity. From memory I believe the GF3 target Model 3 production is 3k per week or 150k units per year. From what I have read the line itself will be an improved version of the Fremont Model 3 line (with single casting for rear underbody) so it is not clear to me why it will not ultimately be able to produce at a similar rate to Fremont, around 7k per week or 350k per year.
I think you're trying to keep her close to home.OT:
Scored my girlfriend a crazy lease deal on a Hyundai Ioniq EV. $99 a month, nothing down. That’s with fees rolled into payment, no sales tax on EVs in NJ. She really loves Tesla but she is a poor college student haha. Now she doesn’t have to drive a stinky gas car!
Simply crazy deal
“Weekly Bild am Sonntag on Sunday reported a recall of Mercedes-Benz Sprinter vehicles was imminent after KBA warned the luxury carmaker that the transporter vans may contain illegal engine management software.”
Seriously? I mean, for God’s sake at least get creative with your diesel chicanery. Software scams are so 2015.
RobStark
Well-Known Member
Last summer in CA you could score a Fiat 500e for $59/month nothing down for 24 months.
I wonder how it feels to drive around in that 500e (or the Ioniq from a few posts back) knowing that the CARB credits earned with that car made it possible to sell some more Chrysler gas guzzlers. Stuff that is too cheap always comes at a price.
Which reminds me of the fact that Tesla teams up with FCA for the European Emission scheme.
Did he used to be a character on Northern Exposure?
dc_h
Active Member
About 3 years from now? Ev transition will be obvious even to doubters.
pyromatter
Member
Fact Checking
Well-Known Member
This video is dated yesterday - I don't see the 220KV substation being operational in two days: it's still being worked on, and no incoming high voltage power lines visible anywhere.
Nice progress on the "Phase II" (or "Phase 1.5") foundations and building - they are already installing the roof structure.
Artful Dodger
"Neko no me"
VW has been saying 'any time now' since 2001. They won't switch over to EVs unless they are forced by Govt mandate or competetive neccesity.
JusRelax
Active Member
I think there is still a healthy chunk of risk ahead for tesla which should be reflected in the stock price. Keep in mind VW had $242 B of revenue last year and is valued at about $85 B. Tesla achieves $153 B, so what? What market cap does that justify? With traditional auto margins and assuming that growth stops there maybe 60-70B market cap, so more than today which is in the 40's but not a ten bagger. For a 10x jump up you need bigger revenue or bigger margins. Certainly possible, but probably not from just becoming a large vanilla automaker. And it's not a given Tesla can get to 153 B that quickly either there is big risk of needing to ramp slower due to constraints in their engineering resources or ability to scale production, especially battery cell production. I'm just pointing out you can have a fundamentals based short thesis (I personally don't) it doesn't have to be a momentum or fud fueled one like tslaq
To make 153 B of vehicles how many new factories will they need? How will they fund these as well as the increased float of materials and inventory? Even if all can be built at Chinese speed when do they need to break ground?
To sell 2.1M 3/Y how do you increase demand to that level, is just the lower asp enough or do you need advertising and other increased costs? What's the uncertainty in it and the cost beyond just lower asp? (Ie new service centers)
To me 140ish B in automotive revenue seems like a hard goal to reach within 5 years.
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So no meaningful income or significant growth prospects from software or Tesla energy after 5 years?
For the record: TradingInvest's delivery numbers are way below guidance. And beyond hugely underrating Tesla Energy and Tesla Network, also assume that Tesla will not introduce a lower-cost model, which Musk has already talked about doing.
Tesla is targeting scaling as rapidly a possible to 2TWh/yr. That's the equivalent of 23,5 million cars per year with 85kWh packs.
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High voltage feed is underground as indicated by the previous references to the multi-km duct/ cable Tesla Gigafactory 3 substation on track for activation by end of September. Connection to GF3 is likely through the trench that runs between the power building and the HVAC building. No above ground wiring.
Total length 55km.
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