Artful Dodger
"Neko no me"
Yo, not just probably. Lyndon Johnson's 1963 'Chicken Tax' killed the VW Pickup truck market in the USA. I think that's what Drumpf meant when he mispelled 'MAGA' (pining for his lost/wasted youth)
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
City of Amsterdam in Stavanger (second shipment to Norway from Zeebrugge):
CITY OF AMSTERDAM Current position (Vehicles Carrier, IMO 9174751) - VesselFinder
CSCC Europe is in the Azores:
CSCC EUROPE Current position (Vehicles Carrier, IMO 9391593) - VesselFinder
CITY OF AMSTERDAM Current position (Vehicles Carrier, IMO 9174751) - VesselFinder
CSCC Europe is in the Azores:
CSCC EUROPE Current position (Vehicles Carrier, IMO 9391593) - VesselFinder
Carl Raymond
Active Member
Buckminster
Well-Known Member
My thinking on the $35k situation. Could be to do with simplifying the message:
- Preparing for MY - important that the website is as simple as possible and that MY looks good value for max reservations / media interest
- Website/message simplification ahead of introduction of standard interior. Not to be confused with standard range. Check out the first pinned comment - The information came from a trusted source whom I cannot reveal so don’t ask
- Removal of 75s has been a success. This is the most important time (next 4 weeks) for MR demand in US.
- Reintroduction of SR will now guarantee significant media interest
Buckminster
Well-Known Member
Just to make clear to others, since this confused me at first glance: you're noting that the upgrade happened in December, and this post is just announcing the webinar. Aka, this isn't a new upgrade (not market-moving).
Should we be short-term scared of what Musk may have done on meme review?
Why? - it's not like eating pickles is the same as eating babies:
Carl Raymond
Active Member
“Narrow Line Of Dirt Not Being Swept Into Dustpan Without A Fight”
That’s a pretty apt description for short selling FUD disseminators.
That’s a pretty apt description for short selling FUD disseminators.
My take is that there is not going to be a SR, but rather that Tesla will bring the MR in that price range by incremental improvements. But, with sustained demand and weak competition, they are not in a hurry to do so (hence the shifting timeline).
RobStark
Well-Known Member
The only way trucks and SUVs designed primarily for the US market will be profitable is if they are made in the North America.
Not any Detroit company makes a car primarily for Europe and then decides to manufacture it in the North America. That would be stupid.
Saw on Twitter fud: data leaked from Tesla's website (inventory match flag), the current inventory is about 8500 cars still waiting on parking lots.
That's about (or less than) 2 weeks of production. Not that bad isn't it?
But it also shows how inventory growed end of December, so sales definitely took a hit (but one could also assume that those cars were put on botes)
That's about (or less than) 2 weeks of production. Not that bad isn't it?
But it also shows how inventory growed end of December, so sales definitely took a hit (but one could also assume that those cars were put on botes)
RobStark
Well-Known Member
What exactly did Johnson kill? How many Microbus with rear cabin replaced with a bed did he kill?
100k units 200k units 300k units per year?
BTW You misspelled "mispelled."
Oh, this explains why Reuters keep spreading so many lies and never bother to correct them even though they've been debunked again and again.
I wrote multiple times to Reuters to point to the obvious lies or false claims in their articles (e.g "The market for upscale electric cars is Tesla’s to lose, with sales of its entry-level Model 3 sedan expected to reach about 50,000 cars this year and almost double that in 2019"
in an article published on September 3 2018) and they *never* bother to correct/remove them.
It is really is a fake news source.
I'm curious about this. The latest US vin registrations were all RWD only, which implies that people previously interested in the S75 are not substituting for the P3D. There has only been one round of vin registrations for the US this quarter and the volume covers less than two weeks production so it is too early to make a conclusion, however if the next batch is RWD only it would be difficult to think there is much demand at all for the AWD version in the US currently as I would expect Tesla to prioritise production of these vehicles.
TeslaPilot of VIN0089 @allenrescue...and I thought I would not have anything to do today. @Sofiaan
3:24 PM - 18 Feb 2019
TeslaPilot of VIN0089 on Twitter
shlokavica22
Member
It's the obvious thing to do. I simply don't remember a more definite confirmation for that other than Jack.
Surprised no one's mentioned Hondas' departure from the UK. NOT Brexit related ( apparently) the BBC are devastated
~90% of the production at that plant goes for export btw.
shlokavica22
Member
You don't take into account what's Elon's long term plan/priority.
If FSD is the priority and "data mining" brings more value, the aim will be to bring to market as many cars as possible.
Carl Raymond
Active Member
Anyone care to estimate the stock price movement following the opening of orders for the $35K standard range?
I have read that the addressable market doubles for each $5K price drop. This will be an $8K drop, so the car becomes affordable to roughly 3 times as many buyers.
Of course the FUD will be that margins are squeezed and profits will turn to loss. I don’t believe that - Tesla are ready or they would not jump now. They have no compulsion to introduce the SR now. It’s happening now because they are ready. The volume is there, the margin is there, the workforce is down and automation up, the Grohmann cell pack line is ready (or will be).
And it’s not like every car off the line will suddenly be low end - Tesla are in full control of the model mix, via delivery wait time. Initially it will be a trickle, but a promise met nevertheless.
This very soon moment represents the fulfilment of master plan part one. Time to chill the champagne. I don’t care what the market does between now and then; it will be irrelevant.
I have read that the addressable market doubles for each $5K price drop. This will be an $8K drop, so the car becomes affordable to roughly 3 times as many buyers.
Of course the FUD will be that margins are squeezed and profits will turn to loss. I don’t believe that - Tesla are ready or they would not jump now. They have no compulsion to introduce the SR now. It’s happening now because they are ready. The volume is there, the margin is there, the workforce is down and automation up, the Grohmann cell pack line is ready (or will be).
And it’s not like every car off the line will suddenly be low end - Tesla are in full control of the model mix, via delivery wait time. Initially it will be a trickle, but a promise met nevertheless.
This very soon moment represents the fulfilment of master plan part one. Time to chill the champagne. I don’t care what the market does between now and then; it will be irrelevant.
shlokavica22
Member
Whaaat?
Yes. Have you ever heard me talk about it before?
That doesn't mean that if specifically challenged on the issue in a discussion specifically on the topic I'm not going to respond.
But I've been trying to avoid talking about this topic again and generally been ignoring replies on the topic, for the sake of this forum, so let's please not bring it back up.
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