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

[kanweg]

Do you want the projected release timelines as published in 2017, 2018, 2019, 2020, 2021 or the schedule they will publish next year? Because they all look about the same in terms of how many years until EV's are released - it's always in two to three years there will be an abundance of excellent electric cars. It's a mirage designed to delay the transition to EV's.

That seems to be a bit of a caricature. While I agree that things do move too slow, there are now some 5 dozen pure EV models on the market in Europe. Significantly better than a couple of years ago.

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The supply is still lobsided though, skewed to the SUV and more expensive cars. (But that is how it has worked with everything. The first computers, TVs, refrigerators were at first only available to the happy few. Wright’s law and all that).

 

[WattsHappening]

An hour away from CPCA China sales numbers for November.

How sad/awesome is it that I am so looking forward to seeing these numbers that there is no way I could think of sleeping.

 

[MartinAustin]

An hour away from CPCA China sales numbers for November.

How sad/awesome is it that I am so looking forward to seeing these numbers that there is no way I could think of sleeping.

...and now it's only 40min away!

 

[Tes La Ferrari]

...and now it's only 40min away!

The market looks to be anticipating nice numbers…European trading has the current price at $1069.97, trending up from the open 29 minutes ago.

 

[30seconds]

What is the latest estimate on start of Berlin production?

I had been expecting a couple thousand units this year, but that looks unlikely. Will push the ramp out, so I’m trying to estimate / guesstimate by how long.

Fortunately Shanghai seems to be picking up the slack (and then some!). I was expecting a 1m production run rate by the end of 2021, which amazingly looks highly probably for just Fremont & Shanghai alone.

For reference I think Tesla produced a total of 1.4m cars from 2014-2020. Making 900k+ in 2021 alone is a huge jump.

Was looking for Berlin to be the icing on this incredible 2021, now hoping that it doesn’t turn into some sort of fiasco.

 

[WarpedOne]

Berlin is already a huge fiasco.
There will be imports from Texas into Germany,

 

[RobDickinson]

There's no retail cars coming out of Berlin or Austin this year

 

[RobDickinson]

China November..

Over / under 65,000.. Guesses?

 

[elasalle]

There's no retail cars coming out of Berlin or Austin this year

This year is over in 22 days

 

[WattsHappening]

China November..

Over / under 65,000.. Guesses?

Heart says over. Head says under.

I hope to look foolish.

 

[Englishman]

https://twitter.com/x/status/1468492867014328324

 

[RobDickinson]

Well. That sucks!

 

[WattsHappening]

https://twitter.com/x/status/1468492867014328324

So is that 53K or 74K total?

 

[bballshinobi]

So is that 53K or 74K total?

53K total.

 

[WattsHappening]

53K total.

Ruh roh.

 

[Englishman]

£53k based on (I think) previous definition of wholesale... But Twitter confused as well at the moment!!

 

[bballshinobi]

View attachment 741909

Is he wrong?

Hopefully I am wrong lol. I just go by the format that has been used by the reports of previous months.

 

[insaneoctane]

Isn't subsidizing EVs AND gasoline simultaneously an oxymoron?

 

[insaneoctane]

Will the future $25K Tesla be inflation adjusted and just become the $30K Tesla?

 

[Englishman]

Full report here.