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

[dc_h]

P100D+ ... I’m liking this a lot. First “+” Tesla since the P85+, my first Tesla. It had beefed up suspension, staggered tires, and drove much tighter than the standard P85. Now I’m enjoying a P3D with Track mode, etc.

Imagine combining the best of both - 2.4s 0-60 speed, active suspension, Track Mode with stiffer suspension and active cooling, and big sticky tires - salivating just thinking about it.

No doubt the Laguna Seca video tomorrow will be of the P100D+, and yes this version is bound to be released very very soon. $20K more than a current P100D and it’ll be a steal vs. the Taycan.

The real Porsche killer...

Sell them for 150,000 and announce only 1000 will be available. There could be a P120D in a year or two, but this would give them a car with limited edition appeal exclusivity that the Porsche would normally have in its own.

 

[defc0n]

No way it has three motors. Main feature is better brakes and software to use them more then regen on the track to control battery heating. Tires, seats upgraded for racing and track mode as you say. Maybe a slightly upgraded battery as well.

+$20k only.

In what way could the batteries be improved over other P100D?

 

[anthonyj]

Wahhh Ewon I thought u were reserving Pwaid for my two fwee woadsters wahhh

 

[RobStark]

Sell them for 150,000 and announce only 1000 will be available. There could be a P120D in a year or two, but this would give them a car with limited edition appeal exclusivity that the Porsche would normally have in its own.

Porsche says it has 30k Taycan reservations and half own a Tesla.

1000 is way too little.

 

[dc_h]

Tesla on Twitter: Racetrack with Model S Plaid powertrain and chassis prototype!!!

Not exactly Nostradamus, but I got this out 3 hours before Tesla.

 

[Beltsbear]

In what way could the batteries be improved over other P100D?

More tolerant of heating or less heating in the first place. Better cooling.

 

[KarenRei]

LOL:

Tesla on Twitter

The Laguna Seca record was broken by an entire second... by an amateur driver.

 

[RobStark]

LOL:

Tesla on Twitter

The Laguna Seca record was broken by an entire second... by an amateur driver.

 

[dc_h]

In what way could the batteries be improved over other P100D?

Enhanced cooling?

 

[dgodfrey]

Porsche says it has 30k Taycan reservations and half own a Tesla.

1000 is way too little.

I wonder if the Taycan reservation deposit is refundable? Assuming the P100D+ beats the Taycan's time, there's really no other objective reason to choose the Taycan over the Tesla. After being bettered in:

• Efficiency
• Range
• Quickness
• Speed
• Storage
• Charging infrastructure
• Price
• Value

all that was left was Trackability. If that's now ceded to Tesla, all that leaves is aesthetics and F&F. And those are arguably subjective.
This would be a major blow to Germany's premier sports sedan being smoked by an American luxury 5 passenger touring sedan in every category that matters.

 

[Prunesquallor]

I wonder if the Taycan reservation deposit is refundable? Assuming the P100D+ beats the Taycan's time, there's really no other objective reason to choose the Taycan over the Tesla. After being bettered in:

• Efficiency
• Range
• Quickness
• Speed
• Storage
• Charging infrastructure
• Price
• Value

all that was left was Trackability. If that's now ceded to Tesla, all that leaves is aesthetics and F&F. And those are arguably subjective.
This would be a major blow to Germany's premier sports sedan being smoked by an American luxury 5 passenger touring sedan in every category that matters.

I keep telling you guys, der smoking package!

 

[dgodfrey]

I keep telling you guys, der smoking option!

I think it also makes engine sounds.
6 cylinder air cooled turbo
or
fart mode?
Hmm, may have to concede this one to Porsche although my guests still chuckle at fart mode especially when I use the blinker prompt and forget about it after a while of no turns.

 

[heltok]

We lapped Laguna Seca
@WeatherTechRcwy
in 1:36.555 during advanced R&D testing of our Model S Plaid powertrain and chassis prototype (That’s a second faster than the record for a four-door sedan)

A member of the Tesla development team (amateur driver)

The impressive thing is that they casually broke the previous record during during R&D testing by an amateur driver. Just wait until they have the final product and professional driver trying risky record breaking attempts.

 

[LJS22]

No plaid for model 3 haha

 

[30seconds]

DON’T POKE THE BEAR.

I don’t know how to translate that to German or I would have done so.

 

[anthonyj]

RBC just gave TSLA a sell rating $190 PT

 

[AlMc]

DON’T POKE THE BEAR.

I don’t know how to translate that to German or I would have done so.

Stupse den Bären nicht an

 

[BornToFly]

Elon says Plaid powertrain is a year out. 3 Motors.

 

[Reinhard]

RBC just gave TSLA a sell rating $190 PT

RBC Capital analyst Joseph Spak reiterated an Underperform rating and $190.00 price target on Tesla (NASDAQ: TSLA) after hosting an investor meeting with investor relations and taking a tour of Gigafactory 1 in Sparks, NV.

As with most IR meetings, this one seemed to offer no new meaningful financial information but the analyst stated "The tour gave us greater appreciation for the complexity and challenges involved in making the “guts” of an electric vehicle. Tesla stressed the improved efficiency from the depths of earlier production issues. For instance, they seemed particularly pleased with the new Grohmann pack assembly line. However, they have also gone to more manual labor on certain elements vs. initial automation plans. It does appear that further efficiency gains are still possible".

September 10, 2019 6:56 AM EDT

 

[Curt Renz]

RBC just gave TSLA a sell rating $190 PT

RBC downgraded TSLA to Underperform (Sell) back in January and lowered the price target to $190 in May. Its clients are long out of TSLA or already short, so the effect should be negligible.

In fact their note reiterating their opinion was published yesterday before the market opening, then the share price rose nicely both yesterday and today.