Do Velociraptor emissions count? If not, behold after 2 billion dollars/years of research the Audi v-tron
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Words of HABIT
Active Member
Even with the 50% premium, looks like Tesla is getting Maxwell Tech at at a good price, MXWL coming off a multi year low.
anthonyj
Stonks
You hit the nail on the head. Q3 was a BLOWOUT, and people did buy at $360-$377 (for good reason) only to see $280 a month later. When $360 rolls around again, those same investors that did get burned will sell. It’s a vicious cycle, until we get some major breakthrough. Long term, I’m very bullish. For now, swing and add to core with my profits
As a TSLA shareholder, I'm psyched about the acquisition. As a MXWL shareholder, I feel like I didn't get a good price for the value MXWL's tech will contribute. A five year investment in MXWL, and I'll lose about 20%. Damn!
ZachF
Active Member
I think we will see "Maxwell" cells for the new Roadster and the new long range battery pack for the S & X (>120Kwh?), and then work there way down to the 3 and Y.
ZachF
Active Member
But in all seriousness, If those maxwell cells pan out, 500wh/kg for under $100/Kwh kills *all* segments of the ICE industry.
With tech like that you'd be an idiot to buy or produce an ICE vehicle.
With tech like that you'd be an idiot to buy or produce an ICE vehicle.
I could be wrong, but I think shorts want to derail the deal to harm Tesla. They persuade other companies to bid for it by saying the startup has valuable technologies.
Investment banks and hedge funds are not non-profit organizations. When they upgrade/downgrade a company, there are motivations behind it. Those who want to convince Needham to upgrade Tesla, probably don't understand the dynamics behind it. It's about money, not about what the analyst really thinks. GS is the best example. As long as they hold those Puts and their big clients are on the short side, GS analyst will never upgrade it, he will never say anything positive about the company.
Of course they say they maintain a Great Wall between their investment arm and research arm. I totally trust them. They are honest people. /s
I believed the same thing. However, hearing that Tesla is offering autopilot for free in China.. it isn't sitting well with me. Usually when I write some snarky "Oh I'm sooo concerned" post I'm kidding. This to me feels like a very very real concern. If anyone can reasonably explain why Tesla would do this if they had Chinese demand I would love to hear it.
Tesla's free Autopilot offering in China is a strategic move that paves the way for Full Self-Driving
anthonyj
Stonks
I don’t know... I bent 3 21” Turbines this winter... completely unavoidable. Wish I could move my business south!Rhode Island is worse
Buddyroe
Active Member
Please don't. Every Yankee that comes to the south complains about how bad the north is, then proceeds to start trying to make the south just like the north.
I kid (a little).
I was thinking about this move yesterday. I thought it is a great move, someone very smart is working on the pricing. In China (and many places), a good marketing strategy is to be viewed as the best and the more expensive product than your peers. Trying to show your products are cheaper than your competitors doesn't work well.
Instead of saying Tesla is offering autopilot for free, I view this as Tesla makes autopilot a standard feature in China, so automatically the starting price can go higher. It achieves both goals: the price is higher, the car is better (with autopilot standard).
Edit: another possibility is that autopilot take rate is not very high in China, this can help with gross margin.
Last edited:
A couple of things.
1. Teslas with shipping + import taxes end up being like 15k more than what it cost here. This compared to cheaper domestic made EVs, Teslas are actually very expensive.
2. Autopilot is pretty much useless in China and I don't believe the subscription rate will be very high. I am from Beijing, and from what I recall, road markers are almost nonexistent and off high way traffic is ridiculous. No one follows any traffic laws and it's almost common to have bikes and people just run into your car as you try to squeeze through. It's a freaken mess and I know I have a lot of problems driving in China.
3. You have to understand that most people are NOT living in single family homes. Those are extremely rare since condos are a common place. Tesla needs WAY more charging points in order to win over the Chinese public. But I understand they have a lot of level 2 220v chargers all over since the electricity is already 220v.
So perhaps this is a way to generate some orders for the Chinese new years or Tesla figured EAP is not very popular in China. I know I wouldn't get it if I was over since it's pretty much useless.
Likely two battery packs, one on top the other.
Perhaps. They also may been evaluating Maxwell technology for a long time and felt very confident that in the Roadster timeframe they could achieve much higher density. Double pack could be a fall back. I have no idea - just speculating.
Similar threads
- Locked
- Locked
- Locked
