RobDickinson
Active Member
Tesla sold ?? SR model Y in China which likely have smaller margins than some, but also lots of model S in USA and a LOT of cars in EU from china which has good margins..
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Dude’s tone is starting to remind me of TT007.
The Accountant
Active Member
Using a golf analogy . . my Q3 forecast is a layup shot avoiding the hazard of over-shooting. Rob is going right for the pin for the win.
He deserves the win - let's hope he does.
I prefer a price is right approach, closest without going over, so my guess is $2.000001 Bob.
mltv
Member
Noooo. did I really got transported to the Bizarro world 
bkp_duke
Well-Known Member
Noooo. did I really got transported to the Bizarro world
Sign of the apocalypse!!!!
So my university's alumni magazine came in the mail yesterday. Cover was a picture of the EV Hummer. Apparently even a top university can't see through GM's BS. How did this get published?
Electric Avenue: Vanderbilt alumni are helping steer General Motors toward a future driven by electric vehicle sales
General Motors' announcement that it would phase out combustion engines—the heart of its cars and trucks for more than 100 years—and move to an all-electric fleet by 2035 could have monumental implications for the global auto industry and broad efforts to combat climate change. The success of...news.vanderbilt.edu
They played the “ alumni helping build a greener future” card.
Anchor down
RobDickinson
Active Member
Perhaps one day they can sell cars there.
Re chip shortage, apparently Toyota (Australia) is handing out only one key when they deliver a new car because of the chip shortage. They'll send the other key later 
(Hearing this from a mate who bought a LC Prado)
Are they stuck in the last century or what?
(Hearing this from a mate who bought a LC Prado)Are they stuck in the last century or what?
RobStark
Well-Known Member
Elon has said Tesla will have at least one entry into each automotive segment.
"Models" doesn't matter. It is platforms. If GM has the same platform selling a CUV as a Chevrolet, Buick, and Cadillac from the accountants POV that is 1 vehicle.
Tesla is making a subcompact for Europe and a supposedly completely different subcompact model for China.
S3XY Cybertruck, Model 2 Europe, Model 2 China, Van or high density people mover, and Roadster. Tesla Semi. Model S and X didn't end up sharing as many parts as hoped for neither do Model 3 and Model Y. In large part because of Tesla's process of continuous improvement.
Plus whatever else may come about from Elon's brain.
GM's problem is running essentially two companies at the same time.
An ICEv company serving all the segments. As it shuts down in 10-15 years.
And another BEV company serving all segments that needs to ramp up. Ramp up platforms, vehicles and battery supply. Hummer EV, Silverado-e,Suburban-e,Tahoe-e,Express-E, all their GMC equivalents plus Cadillac Escalade will be from one platform. From $113k Hummer EV to Plumber Van Express-e . This is the segment that generates over 100% of North American profits. The rest is a net negative margin.
RobStark
Well-Known Member
Re chip shortage, apparently Toyota (Australia) is handing out only one key when they deliver a new car because of the chip shortage. They'll send the other key later
Are they stuck in the last century or what?
Yeah but now that Rob’s put out that high estimate, I’ll toss out mine.
I’ve been thinking $2.12 for no real reason, but didn’t say anything for fear of jinxing things especially with the estimated 83K units I have from a reliable source.
dhanson865
Well-Known Member
not an hour ago, just a rehash of last week, like seriously did you not watch the video interview with JB? And then see the 3 other tweets and articles quoting this same thing after the interview that were all mentioned in this thread?
Oct 7
If Bezeniga brings it up on Oc7 2022 as a "this day in history" will we see it again?
Yes! A little OT, but as with you this resonates loudly in my life. I repeatedly tried to impart this concept to our kids (now adults) with respect to speeding. Both had to get burned, before changing behavior. One appears to have a much higher risk toleranceTo phrase it in simple terms: You only live once. YOLO. Also die, unless your name is Bond.
. A fair warning for those who visit Virginia - 20+ miles over the speed limit or greater than 80 is reckless driving and is a criminal offense, not a traffic violation. One child learned the hard way.. Asymmetric risk definitely informs my decisions, which is why I don’t own a mountain..Looks like this is less than my USAA insurace that is @145/mo for this car (M3P) and I have 3 cars on the policy. I’d have to keep a 90 for a safety score though. I can do it for FSD beta, not sure I can to save $20/mo.
@Curt Renz
I really like it when you link Benzinga articles....the name alone makes it sound like its going to be very exciting and interesting.
@lafrisbee
You are a valued contributor! I've enjoyed your posts over past 1+ years. I remember the early posts about investing in $TSLA and making enough to pay for the Cybertruck. Can't wait until that becomes a reality in 2022.
It's worthwhile to pause and take a look at the big picture. Back over $4000 pre split. Crazy. And before all this craziness happened, we all have meaningful lives outside of $TSLA. We can't lose sight of that no matter how many "free" Cybertrucks we are up in this crazy game.
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