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

bhtooefr

Active Member
Apr 16, 2018
1,156
6,543
Newark, OH, USA
Actually made at the National level (by DHS) as one of the 16 critical infrastructure industries.

Critical Infrastructure Sectors | CISA

To be fair, a lot of bodies - including CISA themselves - have been grossly misapplying the CISA guidance during this pandemic, IMO.

As far as I can tell, the CISA guidance was really written to determine the highest priority locations to defend against terrorist attack, not how to manage a pandemic.

I mean, I'm just going to quote the subsectors of the Commercial Facilities Sector:
  • Entertainment and Media (e.g., motion picture studios, broadcast media).
  • Gaming (e.g., casinos).
  • Lodging (e.g., hotels, motels, conference centers).
  • Outdoor Events (e.g., theme and amusement parks, fairs, campgrounds, parades).
  • Public Assembly (e.g., arenas, stadiums, aquariums, zoos, museums, convention centers).
  • Real Estate (e.g., office and apartment buildings, condominiums, mixed use facilities, self-storage).
  • Retail (e.g., retail centers and districts, shopping malls).
  • Sports Leagues (e.g., professional sports leagues and federations).
Ignoring the real estate sector, and some of the retail sector, most of that was actually closed despite CISA classifying it as "critical infrastructure", and despite GameStop trying to call themselves critical based on that guidance.
 

LN1_Casey

Draco dormiens nunquam titillandus
Supporting Member
Mar 6, 2019
2,059
10,177
Oahu, Hawaii
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LN1_Casey

Draco dormiens nunquam titillandus
Supporting Member
Mar 6, 2019
2,059
10,177
Oahu, Hawaii
Just saw this post in the Hawaii subthread.

Powerwall 2 Installs in Hawaii

Member was contacted by Tesla about switching their Model Y order for a deal on a Model 3, and not a shabby deal either. $35k for an in stock Model 3, which from my stalkings of Honolulu's inventory, is at least 5k (lowest listed is 39.9k).

Seems like Tesla is already starting to press for EOQ sales. Smart, with the limited abilities of deliveries that they can do with the contactless system.
 

Lycanthrope

S3XY old dude
Supporting Member
Nov 15, 2013
9,854
76,585
At home
When the dust settles it's interesting to see whether Fremont produces US or EU variant. On the one hand, European FCA credits greatly improve automotive gross margin as seen in Q1 results. On the other hand, there is still plenty of inventory left in Europe. Order backlog must be stronger in US and China compared to EU.

Current M3 inventory situation in Europe according to tesla.com:

Belgium: inventory left
Denmark: inventory left
Spain: inventory left
France: inventory left
UK: inventory left
Ireland: inventory left
Luxembourg: inventory left
The Netherlands: inventory left
Austria: inventory left
Portugal: inventory left
Switzerland: inventory left
Sweden: inventory left
Finland: inventory left

Czech Republic: SOLD OUT
Germany: SOLD OUT
Iceland: SOLD OUT
Italy: SOLD OUT
Norway: SOLD OUT

Probably a couple of car carriers would be enough for this Q.

I see 3 M3's in Belgium and one 2nd hand (which appears to be as expensive as the new ones :eek:)

Meanwhile, Elon's definitely tapped the zeitgeist here with nearly 420k likes...

upload_2020-5-12_12-41-20.png
 
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vikings123

Supporting Member
Supporting Member
May 27, 2019
1,124
8,460
MN
Just saw this post in the Hawaii subthread.

Powerwall 2 Installs in Hawaii

Member was contacted by Tesla about switching their Model Y order for a deal on a Model 3, and not a shabby deal either. $35k for an in stock Model 3, which from my stalkings of Honolulu's inventory, is at least 5k (lowest listed is 39.9k).

Seems like Tesla is already starting to press for EOQ sales. Smart, with the limited abilities of deliveries that they can do with the contactless system.

The post you linked says “Standard range”. 35K is the normal price for a standard range so I don’t think it’s correct to say that it’s a 5K discount.
 
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jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,959
23,896
Texas
Is there a chance of spreading the virus at Fremont? Of course there is. But I think that the procedures keep that possibility low. I went to the grocery today. Some people without masks. Some with masks on, but not covering their noses. Social distancing a joke. I would feel 100x safer in the Fremont Plant than I did at that grocery! At least at the plant everybody is playing by the same playbook and there is some level of enforcement of the rules.
FWIW, here the grocery stores and Costco are enforcing wearing masks (and I think wearing them properly because all I see is people with masks covering nose and mouth). Perhaps people are just more concerned here (even though the stereotype suggests otherwise).
 

SO16

Active Member
Feb 25, 2016
3,134
9,797
MI
While Tesla can say that other manufactures have been given permission to open*, it's also not lost on people that Tesla isn't the only "essential auto manufacturing" company that had to close to begin with.

*The Fox KTVU2 news report (Tesla restarts factory in defiance of shelter-in-place rules) said something in the video portion that I hadn't heard and not sure was accurate--that the other manufacturers haven't started production yet. Anyone know if Detroit or other manufacturer locations are up and running now?


The other automakers are CHOOSING to wait until the 18th because of their suppliers. All manufacturing could open yesterday. Their suppliers did.

Michigan reopens manufacturing today -- with some big changes
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,959
23,896
Texas
I assume once there is a factory in Texas, the law in Texas will not stop people in Texas, buying cars/trucks made in Texas, by a company with a HQ in Texas.
It doesn't stop them now, other than those who are uninformed about how little inconvenience the restrictions actually provide. Whether the restrictions will be lifted is another question. It basically depends on who gives the most money to the legislators. They don't do anything they are not paid handsomely to do. They certainly have little care about what their constituents want unless there is a huge outcry among their base.
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,959
23,896
Texas
State Legislature doesn't reconvene until January.
I believe one of the items on their list is reintroducing the $2000 annual EV tax to pay for "road damage". Even though ICE drivers only pay $73 average in gas taxes. We barely avoided that during the previous legislative session.
 

LN1_Casey

Draco dormiens nunquam titillandus
Supporting Member
Mar 6, 2019
2,059
10,177
Oahu, Hawaii
The post you linked says “Standard range”. 35K is the normal price for a standard range so I don’t think it’s correct to say that it’s a 5K discount.

I missed over that point. Good catch.

However, Tesla only makes standard range Model 3's under very specific circumstances. They'd not make one for inventory. I also checked Tesla.com, for Honolulu, and didn't see any Standard ranges in inventory. Perhaps the posted meant Standard range plus to differ from LR or Performance? :eek: I'll ask to clarify.
 

jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Supporting Member
Mar 8, 2012
19,959
23,896
Texas
Well, as the law exists today, I think it does. In fact, I think it would prevent Texans from buying any Tesla.
This is just incorrect. I have purchased two Teslas over the past 7+ years. From the consumer point of view, it works almost the same as in any other state: 1. You go online to order your car. 2. You pick the car up from the Service Centre (or have it delivered). 3. The inspection sticker is only good for one year. (New cars sold through a dealer get a two year sticker).

Where it differs is: 1. You have to go to the County Tax office to get your plates and pay your sales tax. 2. The car has to be paid for in full before it's shipped. (1 and 2 are the only real inconveniences.) 3. You can not use the computer at a gallery to place an order (you have to do it at home). 4. Your sales advisor is out of state. (So is Amazon.) 5. Phone calls have to go through California and be redirected.

For Tesla, the issues are: 1. No walk-in test drives. (You have to make an appointment.) 2. Tesla employees cannot talk price or financing. (The price part is silly because of the window sticker on the car.) 3. Phone calls have to go through California and be redirected. 4. Many people think you have to go out of state to take delivery of the car.
 

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