Ha! True indeed but the small percentage who do will bitch if you don't have them so we still produce them for each release at my company.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Ha! True indeed but the small percentage who do will bitch if you don't have them so we still produce them for each release at my company.
This is almost certainly wrong; see my comment.
Per week.
S and X on
It's valid for that one 300 mile drive. In reality, drives are either much smaller or much longer.
And who DOES that, 300 miles without stopping? In an ideal case you'll be stopping once in the 40 kWh econobox and you will HAVE to stop if you're a safe driver in the 300 mile car as well.
Depending on the speed limit you decide to adhere to, the 300 mile car may actually need to hold back a bit to make it without stopping. A car that charges along the way and does so quickly, can keep higher speed and make better time.
Anyway, people like you are why manufacturers need to step it up. Crazy corner cases that are quite hypothetical, just to excuse an enormous environmental strain from a needlessly large pack, for bragging right and misplace range anxiety. They medicine is more chargers (complain with political parties and municipalities, provinces) and faster charging cells.
Roadster will be the worst of all. 200 kWh for cars that will see less than half the mileage of econoboxes. Might was well dump all our waste into the ocean straight up.
While I don't want to read too much into VINs, I like "47% international" -- I want to read it as a sign that they really are unwinding the "wave" methodology. Previously we'd get an all-US VIN registration, then an all-Europe VIN registration, etc.
I assume you assume this because of the $140M in the 10Q? But what justification do you have for thinking that this is a one-time payment, or that it's over multiple years? The pooling agreement is for only one year, even though it could have specified multiple years.
Artful Dodger
"Neko no me"
What is your basis for saying "probably"? There is risk with all new technology, but Tesla has a well established track record of bringing leading edge tech to the market in its products.
Maxwell has DEMONSTRATED 1.2x capacity in 15 Ahr sided pouch cells. JB Straubel is personally involved with overseeing battery tech. Tesla would not be buying Maxwell if this tech wasn't real.
As Elon said on the Q1 call, Tesla will hold a "battery day" some time later this year or next. Thats the current expectations of us super bulls. "Probably doesn't even work yet" is a TSLAQ fantasy and FUD talking point.
It's on their very own page?
So lets see. Because Tesla can't provide parts and half your cars are not working you have to shut down entire business that also operates other car types.
Wow. Call me crazy, but if half my cars still work fine and people want to rent them then I should rent them instead of letting them sit there and collect dust. You know...businesses exist to make money.
Also, maybe if other cars that don't have "Tesla" in the name still work I rent them too if people want them instead of pouting because I can't get Tesla parts.
This is like saying I have two cars at home and one is broken down and I cant get it fixed, so screw it, I am not going to drive the other one either.
This all sounds like made up.
That's a valid point. New product/process requires time and testing before getting into large scale production. On the other hand, Tesla probably researched before acquiring Maxwell. Plus they probably continued the work while waiting for deal to close. I wouldn't be surprised if some of the things get into next year's batteries.
Tesla is approaching the goal of million mile drive train + million mile battery pack. People should consider this when they purchase new cars. Buying/leasing a new ICE vehicle every 5~8 years is very costly, also gasoline cost and maintenance cost is substantial.
Krugerrand
Meow
Stop with all that logical nonsense.
ZachF
Active Member
OT
Go read _The Gods Themselves_ by Isaac Asimov, then get back to me. Until you've read it, you should not talk about this topic.
Yeah, well, that's humanity for you. If not for human psychology, we'd be dealing with our environmental problems by (a) changing zoning laws and (b) building electric trains. Instead, we have to build electric cars carrying batteries around (much more wasteful), and we have to build electric cars with more range than most people need most of the time.
Go read _The Gods Themselves_ by Isaac Asimov, then get back to me. Until you've read it, you should not talk about this topic.
Beyond, "it's a possibility more payments will follow", not seeing a lot of arguments either way in your other comments. That's why I wrote 'seems'. We'll know more next quarter.
Artful Dodger
"Neko no me"
Yup. Just TRY driving with your eyes 18 inches above the road. TRY not to get run over by that sanding truck sliding around an icy corner that you didn't see until its too late with your head down in the muck. This isn't going to work, and its not safe.
There's a reason Tesla puts its forward facing camera in the rear-view mirror housing: better visibility.
Oh. OK, yes, "it's a possibility more payments will follow". It's a *likely* possibility. All the insider leaks indicated the FCA contract was for more than $140 million, therefore I believe it is for more than $140 million.
I was also pointing out that the language saying the revenue wouldn't be recognized for a long time was probably simply due to the performance requirements of the contract not being verifiable until the EU regulators issue their pronouncement on fines, so even if this is a payment just for 2019, they might not be able to recognize revenue until late 2020 or even later (depending on how slow regulators are).
I'm simply preaching conservatism. I'm super bullish on Tesla long-term, but the path to be walked is not easy.
I have not read anything about demonstrated 1.2x capacity. Would you mind sharing a link?
ZachF
Active Member
Tesla was planning on buying roughly $20 million in Maxwell's products this year and next year, and around $60m per year thereafter.
Skip to 11:33, Gali has a breakdown of future revenue with and without Tesla.
I wonder if this is the technology that a Tesla employee was accused of working on on the side and recently lost their law suit on...
ZachF
Active Member
Current Tesla cells are 250wh/kg, and Maxwell has demonstrated 300+wh/kg. 300/250 = 1.2.
There is also a pathway to even larger energy density gains.
Per week.
S and X on
What if a Tesla from Germany ends up being not that great a car from a quality and fitting perspective? That would shine badly both on Tesla AND Germany as a car making nation. If somehow they are better, it shines badly on Tesla's operations in the US.
For Europe, Tesla would need to adopt a new product strategy. Investigate the market before going and designing a production line for some letterbox sedan without towing or instrument cluster. There is actual competition here in Europe, what ICEVs are concerned, they are what people need. Skoda Octavia, a best seller, comes in both hatchback and estate. This goes for many brands. No letterbox option. BMW will offer a sedan for posers, but then also add a wagon for people who actually need their car for something more the driver's seat.
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