-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yeah, when the share price is down we all realize posting on TMC all day might not be the wisest use of our time.
Phobi
Member
Yea, I pretty much figured it was a united front from us all to not jinx the movement lol
One thing I saw pointed out as well @The Accountant on twitter is that Tesla did the same number of exports as Oct with fewer ships. Meaning they're packing more cars on each ship like you mentioned. This could have material impact on logistics cost since they're being more efficient. I would have to assume it's decently cheaper to pack fewer ships with more Teslas (or Tesla have the entire ships to themselves) than having to use 30% more ships export the same number of cars.
Wouldn't know where to really start to estimate those logistic costs savings but I 'll be interested to see if there's a material impact on Q1's earnings.
Indeed. We built an IG process and had various governmental agencies competing to see who could regulate us, we are still not sure how they even knew we were there but once they started knocking it was terrible. We actually closed it down and moved data back to the UK. In our work everything moved according to court issued schedules but working in France made that impossible. We worked in UK, Belgium, Germany with no issues, Switzerland we had issues but that's a different ball of wax.
Not good: An ID.3 started to burn spontanuously (i.e. not while charging) in a parking garage in Brussels: ‘Garages zijn niet voorzien op brand elektrische auto’s’
It’s the third one in half a year in Europe. An ID4 also started to burn in the same period In Oslo.
The newspaper thinks it’s necessary to remind us that a Tesla started burning while supercharging in Antwerp in 2019.
The narrative in the press has changed now that their advertisers also sell EVs: the fire department had the fire under control quickly, and maybe our parking garages should be adapted to be more fire proof.
It’s the third one in half a year in Europe. An ID4 also started to burn in the same period In Oslo.
The newspaper thinks it’s necessary to remind us that a Tesla started burning while supercharging in Antwerp in 2019.
The narrative in the press has changed now that their advertisers also sell EVs: the fire department had the fire under control quickly, and maybe our parking garages should be adapted to be more fire proof.
Market is probably grateful that Tesla didn’t run a Super Bowl commercial.
Touche! I love almost everything about France in terms of travel, food, and the culture around food. As a foodie...that means a lot. OTOH I did not enjoy trying to get a team going in France. We finally gave up and moved the process to UK and Belgium. In about 3 years we plan to tour the white oak forest of France to see how these forest are managed for barrel staves.For reference purposes, I'm French
MartinAustin
Active Member
Ummmm stock doing pretty nicely. Over $900 by end-of-day?
1) China data showing robust shipments
2) $$$ Superbowl commercials from rivals. More people starting to think through "how come Tesla don't advertise?"
3) rebound from Friday... obvs
1) China data showing robust shipments
2) $$$ Superbowl commercials from rivals. More people starting to think through "how come Tesla don't advertise?"
3) rebound from Friday... obvs
Iain
Member
Great now all I'm thinking about are hairy crab dumplings.I'm used to visiting clients in Shenyang and Dalian (as well a few other places in China) on my travels.
The Shenyang rumours seem to be particularly focussed towards Shenyang (the city), rather than Liaoning (the province) or Dalian (the other big city). It would make sense to pick Shenyang if one were to go to Lianong, as Shenyang already has a suitable workforce and another big auto employer (BMW Brilliance). The whole area of Shenyang-Dalian-Liaoning is deservedly called China's rustbelt and as a result there is something of a push to encourage big business to locate big employment up there. The Party is more culturally dominant up North in places like Liaoning than down South in places like Shanghai.
This rumour is very Shenyang specific
As is this rumour
Tesla May Build Second Plant in China, More Specifically in Shenyang
The rumor began when the Dadong district in that Chinese city published that it was laying the foundation for “vehicle projects such as Tesla.”www.autoevolution.com
However Tesla China is already in partial denial mode
Tesla denies the Giga Shenyang rumors, didn't deny second Chinese Gigafactory plans
On February 13, we reported that the local government of northeast Chinese city Shenyang, Liaoning province, announced it is preparing to transform its main industrial area in Dadong district to accommodate EV companies such as Tesla. Today Tesla has officially refuted this news, saying there is...carnewschina.com
Food is yummy in Shenyang. I've had one of my best meals in China in a restaurant just like the one in the homage a Shenyang video, cheap, quick, and fantastic.
It's now Valentine's Day and yesterday was Super Bowl, so expect performance issues all around today. Naps will be in high demand (maybe already started on East Coast). Meanwhile, fully rested here and ready to talk French!
StealthP3D
Well-Known Member
My entire point was that the costs of a recall such as this run deep and wide. There is no way the costs of the recall don't impact GM economically and the lack of transparency here stymies independent analysis to the degree that leaves it worthless (or worse). GM has carefully managed the messaging coming out of this recall to create the impression it's all paid for by others but it's a false narrative. Any analysis you saw suggesting otherwise is probably contaminated by GM disinformation.
And the fact that GM has decided to stick with LG afterwards is not informative in the way you suggest. IMO, it's likely that GM is covering the true costs of this up by agreeing to a "recall tax" on LG battery purchases going forward in order to help LG pay for this. LG takes the brunt of the pain now in exchange for higher margins in the future. As usual, we don't know the whole story, but it will not surprise me to learn this is the straw that breaks the camel's back as GM goes under more suddenly than most could have imagined. Alternatively, the poor EV economics this kind of settlement could create for GM going forward could be used to beg for more government assistance in the effort to transition to EV's. It wouldn't be the first time GM leveraged their poor decisions to benefit from federal aid.
Last edited:
That's not going to work. Parking garages are filled with gas tanks now, and that will switch to more batteries in the future. Cars need to not catch on fire spontaneously in parking garages. Tesla is at that point now, with a million cars out there and 1 a year doing that. VW is at a rate 100x higher which is not acceptable.
It almost seems that if you have LG batteries in a car, you will have a problem sooner or later; Kona, Bolt, ID.3 & ID.4, Pacifica...
Stellantis recalling 19K Pacifica hybrid minivans for fire risk
The recall comes after GM in August recalled every Chevrolet Bolt as a result of manufacturing defects in batteries supplied by LG Energy Solution.
www.detroitnews.com
Still find it amusing that companies feel like it’s a good idea to increase association between Tesla, SpaceX, and the Mars mission.
Really… strikes me as dumb to point out that your competitor is literally the most successful rocket scientist on the planet. (Ok more a rocket engineer than scientist, but most of the public don’t get the difference).
Really… strikes me as dumb to point out that your competitor is literally the most successful rocket scientist on the planet. (Ok more a rocket engineer than scientist, but most of the public don’t get the difference).
They're preaching to the "but we have hunger to solve on earth!" crowd.
yes. Two companies did that this Super Bowl and others have associated advanced cars and rocketry before in recent ads. This is really not smart For the competition to do. When starlink starts to adverties I am sure they will place Tesla cars In their ads too. Tesla will forever mean advanced and high tech.
Similar threads
- Locked
- Locked
- Locked
