Thumper
Active Member
Happy thought. If Tesla refreshes S/X with M3 motors, that could free up old MS/X motor line to sell as drive trains to someone's pickup truck. Mmmm.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
There’s almost zero chance that Tesla would go bacrupt. I do not see how one would even entertain the thought.
Hmm... where did that Model Y efficiency number come from? Significatly less efficient than the Bolt?
The Tesla Model 3 page is rated at 310 miles for AWD, and the Model Y at 300 for AWD. That's 95% of the range. Yet they are claiming the Y as only getting 88% of the miles per kWh. At that low of an efficiency, the Y would need 86kWh worth of pack to make it's range.
That same chart shows the Model X75D having 92% the efficiency of the S75D... and on the face of it the Y would seem less of a change from the 3 as the X is from the S.
I call horse-hockey! I'd guess more like 3.8 miles/kWh
(edited to revise #'s for Model 3 AWD)
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You've clearly not talked with many shorts
Also, the word isn't spelled with a 'cr'; it's spelled with a 'nkw'.
@scaesare
It is from ARK Invest, their data so should be pretty clean, bolt surprised me also tho (upper right of picture)
Just go and read TSLAQ. In no way I was saying Tesla will go bankrupt. Hard to find the context in my post?
Johann Koeber
Happy Owner
Re: CO2 reduction in the EU and fines
This is from :
https://www.vcd.org/fileadmin/user_...CO2_emissions_cars_The_facts_report_final.pdf
Lots of useful information for those interested.
I would assume the cash will roll in only in later years (2021 ff)
This is from :
https://www.vcd.org/fileadmin/user_...CO2_emissions_cars_The_facts_report_final.pdf
Lots of useful information for those interested.
I would assume the cash will roll in only in later years (2021 ff)
mblakele
FSD Beta (99)
If I'm reading that EU/EC regulation 443/2009 correctly...
- Any "excess emissions premium" will be paid by the pool manager, which is FCA. Things might get sticky if FCA were to become insolvent.
- Subject to the regs, it looks like each pool can set its own terms privately. I doubt we'll see full transparency there. We'll have to infer what we can from public statements.
SW2Fiddler
We Are Cognitive Dissidents
Like everything else (in this simulation?), it’ll be a continuum, a cost/reward calculus...
Them that want that Amazon delivery or enough of them (or the lower-rate shipping option)... will “put the stickers on” their 1/8 mile driveway and near the entrance. Others wait. Others won’t at all. Adopt a highway!
omgwtfbyobbq
Active Member
Leasing is somewhat cash consumptive, but how cash consumptive depends on the take rate of high margin options and the margins on their 3s. Tesla can also keep the federal tax credit and they can package/sell the 3 leases at some point just like they did with the S/X leases.
For instance, if they lease a Performance 3 that costs $69k (+color, AP, and FSD), and their margins are at 35%, their cost is $44.875k in materials/labor, and their net cash outlay after profits and the federal tax credit is about $20k with a $1+k/month lease payment.
That's excluding sales from any emissions credits (ZEV, GHG, etc...).
Edit - Last but not least, the more 3s Tesla sells and the greater their share of the emissions credit market, the more valuable those credits become to Tesla. If Tesla can pull customers away from the other EVs/PHEVs sold by other manufacturers, then those manufacturers either have to discount their cars to sell them, or they have to buy credits from Tesla to offset fewer sales of their EVs/PHEVs.
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EVNow
Well-Known Member
That's ok. You need to distinguish between economics jargon and common language. Do not expect jargons used correctly in common language.
Fact Checking
Well-Known Member
Since Tesla keeps growing its pool membership will be more and more valuable. They might also need the cash less, which would allow them to negotiate more aggressively with a credible ability to walk away. Makes sense to hold a new auction every year to maximize the income.
Conversely FCA might not want to enter into a too long agreement either - thinking that they'd be able to build more EVs next year.
Anyway, from Tesla's point of view frequent negotiations are better.
You've clearly not talked with many shorts
Also, the word isn't spelled with a 'cr'; it's spelled with a 'nkw'.
If you are not short than why would you bother trying to dispel every little lie that shorts cook up. In a way, arguing with shorts gives them credibility.
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hacer
Active Member
Reminds me of when I was at Dumont d'Urville, a very windy place. One evening during a bad wind storm, I and a couple of other visitors who were staying in the remote dorms gave up waiting out the storm at the dining hall and headed out to our dorm. To make any progress you had to lean hard against the wind (fortunately we were mostly headed up-wind) at an absurd angle. Occasionally we'd still get lifted and tossed but much more frequently there would be a slight lull and we'd all fall flat on our faces (because leaning forward 60 degrees). Every time we fell down we'd laugh hysterically because really we should have been scared to death.
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Solar Aussie
Member
Gloating by shorts came to an abrupt end. Now the real value of Tesla will shine through and our shares will become stars and beacons for the future.
EVNow
Well-Known Member
If they are an absolute fringe with little to no effect on SP, you don't want to argue with them and give credibility.I have an excuse as I write on iPhone and do not see what I am writing
But when TSLA is the most shorted stock and 50% of sold stock on any day is short - you do need to swat their lies. Otherwise, it will be like Kerry ignoring swift boat ads.
tuesday, 4/9/2019, a tiny preview, b there or b square (1950's jargon, eh) (started watching launches in fall, 1956)
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Maybe I am not up to date but the short’s bankruptcy argument died once Tesla paid their debt in cash.
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