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

[M3Rider]

Gali made a new hyperactive video.
He waited too long though, feels like not a whole lot of new stuff said.

 

[MC3OZ]

“It may not survive a nuke, so why bother?”

Tesla is offering a money back guarantee in the event of death from a nuclear incident.

Doesn't that make it worthwhile?

 

[StealthP3D]

Gali made a new hyperactive video.

I don't know how hyperactive it is - it's the first time I needed to watch a Hyperchange video at 1.25X speed. Normally I watch them at regular speed.

 

[TradingInvest]

He hinted at a couple other markets this will hit and I for sure think the CT will sneak up on the minivan market. It’s going to be super safe for the young fam and very roomy with the covered truck bed to keep all the kids stuff and equipment secured.

So, how big is the minivan market?

The US minivan market is about half million a year, a relatively small market. CyberTruck can address some of the need.

At this point I hope Tesla will focus on FSD, batteries, and work on existing products: S3XY CARS.

Model S is the best large sedan.
Model X is the best large SUV.
Model 3 is the best mid-sized sedan.
Model Y will be the best mid-sized SUV/CUV.
Cybertruck will be the best truck.
ATV is not a big deal, though many people will want it.
Roadster will be the best car ever.
Semi will be the best semi.
Solar roof has no competitor.
Megapack, Powerpack and Powerwall are the most compelling products in energy storage.
Gigafactories 1~4

That's quite an achievement. They will be super busy in the next 2 years. Getting into more categories won't help.

 

[LN1_Casey]

Observer says blue unit has a horizontal display similar to the one seen in the Model 3.

Oh, ew. That's one of the things I dislike most about the 3, Y, and now CT. I much prefer the vertical screen to the weird, 'floating' horizontal. Though I wonder if they'll get a bigger screen than 17", since the S and X are the "higher end" sales section, without branching into Roadster territory.

I guess if the models do come out with a horizontal screen this coming summer, I'll have a cap on the age range of my S purchase.

 

[aubreymcfato]

Many here suggest Tesla should starve non-European markets in favor of EU markets next year in order to accumulate credits to sell to FCA-PSA worth upwards of $10k per Tesla(perhaps more if PSA doesn't sell enough BEVs to satisfy the supercredit provisions). Does that make Model 3 a compliance vehicle?

Of the 3100 US Ford dealers over 2100 are already Mach E certified, including outside of CARB states.. Prohibiting any one of those 2100 from fairly buying Mach E runs afoul of various franchise dealer laws.

No franchised dealer in non-CARB states has every filed a complaint about not being able to acquire BEVs because there wasn't sufficient demand to make a difference to dealer bottom line.

The main (but important) difference is that Tesla produces every car as an EV, and they make all they can. Then in some markets they can "double dip" and earn more money.

Traditional OEMs produce just as many EVs they need to make *other* non-EV cars. That's a big difference.

 

[FutureCTOwner]

According to ARK investments CT received ~1500 orders from Australia and ~3200 from the UK. Per capita that is about the same but I expected much higher orders per capita from Australia.

Hi all. My first post on the forums. I've been following the forum for a number of years and enjoy my daily catch up of all things tesla. I have recently placed an order for a CT also, so exciting times. With regards to the above comment about Australian CT orders being surprisingly low, I have noticed there has been very little coverage in the mainstream media over here and that may explain the low order numbers. People are possibly just not aware of it. It's the perfect vehicle for this country so my feeling is as the profile of the car increases, more orders will come through. I'm certainly very excited about the prospect of driving mine.

 

[sundaymorning]

mashable article about the fisker

lease / buy terms seem very flexible. i wonder how they make that work on the books
First side view of upcoming Fisker Ocean electric SUV shows its shape — Mashable

looks cool, but we’ll see when more details come out i guess.
sorry for apple news link, my uncle sent it to me.

Fisker is looking more and more like a scam. It’s been years, several prototypes, claims of wild battery breakthroughs, yet no manufacture within sight. Reminds me of GACR, Green Automotive which was also a scam.

 

[Fact Checking]

Not sure why Unsworth character other than the fact that he is a pedo or not, really matters here ?

Even if he is a 3rd rate scumbag, Elon's comment would have to be assessed solely on the merit of if he is a pedo or not, and nothing else should be brought up in trail in front of jury.

Unsworth's reputation and character might matter to the finding of libel: if there's evidence that Unsworth actually provoked Elon with the express purpose to sell his story, that he attacked Elon to increase his own value in the "story" - there might be no libel.

Unsworth didn't actually cite a single piece of evidence of anyone taking the pedo tweets seriously - most people took it as an escalating verbal splat that started with Unsworth telling Elon to shove his submarine "where the sun doesn't shine". All the while Unsworth was attacking and denigrating the actual cave drivers in private chat messages with his friend and was fantasizing about how much money he'll be able to get for the story, after one of the cave divers died and while the kids were still in the cave.

Unsworth's reputation and character also very much matters to damages: even if they find libel, the jury will have to decide whether Unsworth's reputation suffered, and put a dollar amount to it. If Unsworth's reputation was bad to begin with, if there's evidence that he actually provoked Elon with the express purpose to sell his story and win a monetary settlement, then the jury could end up finding Elon technically guilty but awarding a very low "damages" sum to Unsworth.

Also, Unsworth's partner is on record saying that Unsworth found Elon's tweets "funny", in which case they'll find it harder to convince the jury that they were in "emotional distress".

Unsworth also claims emotional distress to family members in his lawsuit: in which case the evidence that he abandoned his wife and his daughter in the UK to live with his partner in Thailand, and that his daughter is refusing to talk to Unsworth for this reason, is very much relevant to determine the extent of how Unsworth's family "suffered".

A couple of pieces of character evidence were excluded from the trial by the judge in a pre-trial ruling yesterday: such as that when Unsworth was a financial advisor in the UK there were fraud allegations and a fraud finding against him by a UK regulator, or the evidence regarding whether Unsworth viewed child porn, or his partner's alleged online messages regarding "night work" will be excluded from the trial as well. On the other hand Elon's SEC settlement and other lawsuits will be excluded too.

So all these character questions of Unsworth are front and center in the trial - and that's true on Elon's side as well: his Buzzfeed email is going to be shown to the jurors, which won't be flattering.

 

[SO16]

My read is that traditional truck buyers are 90% against and 10% in favor of CT design. Not a lot of undecideds.

Full size trucks sales are ~3M per year in North America.

That could translate to 300k sales per year from traditional buyers, plus non-traditional buyers in North America plus RoW. According to ARK investments CT received ~1500 orders from Australia and ~3200 from the UK. Per capita that is about the same but I expected much higher orders per capita from Australia.

After there are a couple of thousand CT units roaming around Idaho and Wyoming it may become to seem normal. And therefore more palatable to traditional pickup buyers. Or it could end up more like a Prius. Iconic and selling well for what it is but never entering mainstream status and influencing overall vehicle design. It is impossible to know for sure how history will judge to the CT design.

Thats not what I’m seeing. The mood is shifting for the positive in a big way towards the CT. Besides it really doesn’t matter what most people “think” right now. What actually matters as that once these get on the road and people truly understand it’s capabilities and toughness, these are going to sell even faster.

 

[SO16]

Oh, ew. That's one of the things I dislike most about the 3, Y, and now CT. I much prefer the vertical screen to the weird, 'floating' horizontal. Though I wonder if they'll get a bigger screen than 17", since the S and X are the "higher end" sales section, without branching into Roadster territory.

I guess if the models do come out with a horizontal screen this coming summer, I'll have a cap on the age range of my S purchase.

My guess is that the 3 and Y will continue to get the 15 while the CT, S and X will get the 17 horizontal.

 

[RobStark]

The main (but important) difference is that Tesla produces every car as an EV, and they make all they can. Then in some markets they can "double dip" and earn more money.

Traditional OEMs produce just as many EVs they need to make *other* non-EV cars. That's a big difference.

That has been the difference.

Many of the VW Group products are cell constrained. Much like most of the Tesla's history.

The Mach E is cell constrained.

 

[RobStark]

Thats not what I’m seeing. The mood is shifting for the positive in a big way towards the CT. Besides it really doesn’t matter what most people “think” right now. What actually matters as that once these get on the road and people truly understand it’s capabilities and toughness, these are going to sell even faster.

That is the Group Think in the pro Tesla echo chamber.

I don't read any nonsense from the Seeking Alpha TSLAQ crowd either.

But I do like to visit truck forums, conservative political forums, hunting forums to see what the "other" side is thinking. It is overwhelmingly but not 100% negative.

Of course postings,videos, and even $100 deposits don't matter.

What matters is sales in the future.

Nobody really knows.

 

[uselesslogin]

That is the Group Think in the pro Tesla echo chamber.

I don't read any nonsense from the Seeking Alpha TSLAQ crowd either.

But I do like to visit truck forums, conservative political forums, hunting forums to see what the "other" side is thinking. It is overwhelmingly but not 100% negative.

Of course postings,videos, and even $100 deposits don't matter.

What matters is sales in the future.

Nobody really knows.

Is there a forum that is a good example?

We’ll see. It seems there is way more buzz in Nebraska certainly than anything Tesla has done before. 2 people I know plan on buying it. That isn’t saying much but I’m the only one I know with a model 3 and nobody else had even reserved it. I don’t remember anyone here even noticing the Model Y launch but everyone has brought up the Truck. But... we are talking wealthy suburban people who would only really use it as a family vehicle.

 

[MissAutobahn]

Happy Thanksgiving to all.
I love it...

 

[Christine69420]

Tesla Model 3 Car of The Year in Denmark

Again people in Europe display their love - UK, Germany, Norway - and now Denmark. And possibly more - I cannot keep up!

A googly translation of the source at FDM.dk:
Google Translate

The Car of the Year in Denmark 2020 is the Tesla Model 3. The American electric car won on 27 November a reasonably safe victory in the annual Danish car competition.

This marks the first time in the 52-year history of the car that a decidedly American car will win. And the first time it happens for a clean electric car.

The latest and only time that the Car of the Year in Denmark has been electric was the charging hybrid Opel Ampera, which won in 2012. It was also built in the US.

The result in the final

(last column is points)

1 Tesla Model 3 - 166

2 Peugeot 208 - 131

3 BMW 3 Series - 116

4 Kia Xceed - 105

5 BMW 1 Series - 82

Motor / FDM has four members of the judging committee, which consists of 24 leading Danish car journalists. Three of Motors / FDM's jurors had Tesla Model 3 in first place, while the fourth had the electric car as its No. 4.

 

[dgodfrey]

Even if he is not, shouldn't the jury consider if EM was provoked (submarine up your a**)? And finally there must be damages. How was he harmed and how much income did he lose? His character and employment expectations and harm are highly relevant.

BTW I think a victory for EM would be that he has to pay nominal damages 10k or less

I tagged a "love" on this simply because you being a lawyer lends credibility and it's an outcome I would prefer.

 

[ReflexFunds]

All Model 3s (SR+, AWD, P) are now sold out until February in all European markets.

 

[UncaNed]

Very interesting reading through the comments too. Also follows up a good question:

Vanessa Kitty 17 hours ago
How far does the Tesla truck goes with full payload?

REPLY
The Eclectic Beard 17 hours ago
I've actually tweeted out to Elon Musk to see what the estimated ranges are for the 3 models when a near capacity load is being towed.

Edit: Vanessa Kitty... she's probably holding out for the six-wheel Cybertruck.

I wanna 6 wheel Cybertruck!!

Just because it's KEWL! But it would also open up for many other uses from tow truck to dump truck to super off road.

 

[LN1_Casey]

All Model 3s (SR+, AWD, P) are now sold out until February in all European markets.

#NoDemand!

...We're still decrying that, right? Right? ...Hello?

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