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

Nocturnal

Supporting Member
Supporting Member
Aug 23, 2018
6,729
36,801
Deepening Crisis!
Even bulls don't realize the permanent advantages Tesla has.

Yes, competitors will be able to produce models approaching the performance of Tesla's offerings. That's inevitable in the Information Age. What they won't in any way be able to do is produce them at scale. The dreadful irony they're going to have to realize is that pushing TSLA to get leaner has forced Tesla as a manufacturer to approach absolute efficiency. Very very few legacy carmakers can achieve anything close to moderate efficiency.

GM announcing a partnership with LG is a good step, but they have dealerships, unions, legacy costs.....way too many headwinds to competitiveness on quality and price. Physically impossible for them to compete. Perhaps a small handful will successfully transition. I actually see the "5 year head start" we keep citing is more like 6 or 7 now, and the real competition will come from startups that don't yet exist.
Given the specs of the Cybertruck it does seem like Telsa is actually increasing their lead.

$10/mo for unlimited(?) cell data?!

I don't think you can buy this from anybody else at this rate, can you? Especially, I believe in Canada, EU this costs even more...

I think Tesla will still be losing money on this at $10/mo.
They will be losing less now though. ;)
 

lklundin

Active Member
Oct 10, 2014
2,973
20,516
Bavaria
Tesla driver cited with 'reckless driving' after crashing into police car while on Autopilot - Electrek
OK, this is exactly the kind of headline needed to counter FUD. Electrek and I are back together again. Feels good


My problem with most AP coverage (incl. the above) is their failure to point out the obvious, that the traffic law requires that the driver pays attention and holds the driver responsible when they fail to do so. What Tesla (rightly) says regarding AP cannot supersede the law and is thus secondary.
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
20,001
24,684
Texas
Well after having unsatisfactory experiences with accounts at etrade, scottrade, (td)ameritrade, and vanguard (never tried Schwab), I have to say I’ve been very pleased with Fidelity’s policies, web site, and overall experience for the last 4 years or so.
Except that with Fidelity, if you have a 401K, you only have a few relatively poor choices.
 

hobbes

Active Member
Feb 11, 2013
2,749
15,613
Germany
For a range of other EU countries Q4 data points are available for days 31 and 61 (also for '18) - I don't have them handy, but someone might.

PS. Well, here is a couple:
Sweden 2019:
November S/3/X: 75/104/51
October S/3/X: 15/47/21 (yes, more X than S),
Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable

Denmark 2019:
November S/3/X: 33/82/13
October S/3/X: 6/23/4,
Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable

Smells like a good opportunity for self promotion ;)...

Screenshot 2019-12-09 at 18.41.00.png

Tesla Europe Registration Stats
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
20,001
24,684
Texas
Got to say this is one of the weaker Kathy interviews. You can't try to explain your bear case that Tesla will only sell cars but then end with Tesla has other moats like energy and AI. She should have explained more about vertical integration, high margins, no dealers, etc etc to show them why Tesla can have a market cap higher than Toyota EVEN though Tesla will move less cars than Toyota. Hell the fact that Tesla will own all the "gas stations" that Toyota doesn't is another revenue generator(even though Tesla said it's not going to be but whatever, they can change their minds).
She knew they would interrupt any long paragraph. Given the hostile atmosphere, I think she did pretty good.
 

KarenRei

ᴉǝɹuǝɹɐʞ
Jul 18, 2017
9,619
104,589
Iceland
Smells like a good opportunity for self promotion ;)...

View attachment 486463
Tesla Europe Registration Stats

That thread's work is awesome. :) BTW, Iceland publishes weekly registration updates here (and a couple other similar pages, grouped by other parameters). Not useful now, but once they start delivering...

You don't need to read Icelandic to see how many are delivered by brand, but in case you're curious as to the ratios:

Okutaeki_eftir_orkugjafa_e621e043-2e61-4bf2-b876-4871252985b1.png


That's 33,13% diesel, 0,63% methane, 30,63% gasoline, 8,13% gas-electric hybrid, 1,25% diesel-electric hybrid, 16,25% PHEV, and 10% BEV.
 

printf42

Active Member
Sep 29, 2018
1,303
13,581
CA
Has this been mentioned yet:
View attachment 484212
Just saw this on Model 3 order page:
Order before Dec 8th if you want to take delivery before EOY, not guaranteed.
This is for continental US, and overseas already sold out for the year, huge demand problem...
Now this “order by Dec 8th” notice is gone, the notice of “take delivery before Dec 31th to get credit” is still there.

My interpretation is they sold out for the year, since there is no new order-by date. But they still want people to place orders in case there are cars that can not make it to the destination in last minute.
 
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Electroman

Supporting Member
Supporting Member
Aug 18, 2012
6,392
7,496
TX
in Europe, they need to do 20k this month to keep on par with Q3, and perhaps more if they need to get to 105k for this quarter.

Feasible?
 

wipster

Gold Member
Supporting Member
Nov 10, 2013
3,371
15,823
Kennewick, WA
Is it just me or does every Tesla vehicle look bizarre on a stage and then super-amazing in the wild? They need to start doing reveals with much more background to add perspective. That truck in traffic almost looks like something very useful that I would buy, not the doorstop I saw on the livefeed reveal. Same with M3 in the wild.
I have to say though, a little CT would make a way cool doorstop, especially with teeny tiny air suspension!
 

kbM3

Active Member
May 22, 2017
1,979
10,737
Orlando
Yoshino notes that lithium-ion production capacity aimed at EVs (xEV) matched the capacity for mobile and IT purposes in 2017. He projects that 15% of the passenger vehicle market will be xEV by 2025.

RvNE8TH.png


He believes that increased battery capacity, in combination with AI for FSD (AIEVs), will disrupt transportation ca. 2030. He touches on V2G and batteries designed for 600,000-km lifespan.

So... nothing new, right? But it's an inspiring message from someone who's not only a Nobel prizewinner in chemistry, but also Japanese. Maybe this will help convince Toyota to embrace EVs. That could be a big step forward.

EVs having a 15% marketshare in 2025?

Interesting. By my math Tesla’s marketshare in 2025, taking the midpoint of their 50%-100% growth target:

= 400,000 cars / year * 1.75^6 = 11.5M cars / year.
11.5M / 80M = 14.4%, so he’s predicting a 0.6% marketshare for all other manufacturer’s EVs combined:)

Of course that’s assuming Tesla’s Robo-Taxi efforts have completely failed and not started to displace gasoline car sales on a 5 to 1 basis!
 
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Singuy

Active Member
Jun 28, 2018
4,590
36,557
US
She knew they would interrupt any long paragraph. Given the hostile atmosphere, I think she did pretty good.

Just wish she will say something new and is more prepared if she was invited to talk about the cybertruck and bear case. Good she brought up Cybertruck interest in the Midwest. But more importantly she did not talk about how Tesla must have a break through in battery tech because the pricing of the cybertruck is insane! Then she can talk about how Teslas will be high margin products in an auto industry where margins are struggling hence the low multiples.

They bring up Toyotas market cap, she should counter with Ferraris market cap and put that *sugar* to rest. Margins determine multiples and on wallstreet it's all that matters.
 

Drax7

Active Member
May 18, 2013
2,124
5,502
Florida
So Market Watch has their usual line up of headlines where they are trying to make hay about "the dog ate my homework" accident. So I appreciated this one's title:

Self-driving Tesla slams into a cop car — and the driver blames his dog

Naturally, the article itself leads with a lie (an oft-repeated one about Musk promising full self driving by the end of this year) but I like the headline.

Self-driving Tesla slams into a cop car — and the driver blames his dog
And the dog was eating his homework, it’s a classic
 

Lycanthrope

S3XY old dude
Supporting Member
Nov 15, 2013
10,038
79,090
At home
Yeah, this smells like co-ordinated FUD. 'He-who-shall-not-be-named' published his 6 am EST article this morning with the title:

"Tesla driver cited with ‘reckless driving’ after crashing into police car while on Autopilot".
Notice how he waited a full day to publish this "news", but did so just as the pre-market session opens in New York? A full day+ since our resident 'concerned' netizen began his multi-dozen series of comments on the accident.

It feels like these two are reading the same FUD feed... :oops:

Ha! That's nothing, CNBC waited until markets had been open an hour before reporting it in the $TSLA page and then have been touching it regularly to keep it as the top story :D

Meanwhile, they do seem to be hedging their bets on AP - take your pick:

upload_2019-12-9_18-55-26.png
 

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