Stretch2727
Engineer and Car Nut
Then why is my Model Y Performance taking so long? Date has been pushed back 2x this quarter. First late April, then early May and now late May.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Man take it to the other thread.
Why? So others don't have to think about it? I don't want to think about it, but he's the one who decided to take this journey. This should be front and center discussion as he heads the company we invest in and buy products from.
Serious stuff went down on Jan.6th and he seems to be (because he continues to bash the left on his new company platform) on that side.....not good.
TheTalkingMule
Distributed Energy Enthusiast
These are direct grants to GM and Ford, earmarked to help build out battery capacity. Goes directly to the bottom line. How does that do anything but encourage their foot-dragging and sabotaging behavior of the last 20 years?
You want American battery pack production? Put a $15k point of sale rebate on EVs and a mild tariff on imports.
The way they've chosen to do it means they can parcel out the funds in the least effective manner possible, yet still gain votes in Michigan. The entire EV agenda is about winning Michigan, that's unlikely to have a meaningful impact on the transition. Meanwhile.....Elon is fighting off the Justice Dept and SEC while trying to actually produce reasonably priced EVs in America.
Maaaaybe Tesla gets in on this with the next US gigafactory announcement, but I doubt it. There will no doubt be strings attached and Elon will decline, just like with the German subsidies.
As i was educated over the weekend by @jbcarioca this is not advertising it is however fantastic promotion !!!!
Muskonomy promotion
while it is also true you cant buy advertising that is this good !
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Just briefly returning to fundamentals. I note the following items in the Tesla 2021 10K:
2021 2020 2019
Automotive sales: 44,125 24,604 19,358 $ billion
Warranty provision 1,056 625 555
costs incurred (525) (312) (250)
% of sales provision 2.39 2.54 2.71
What these charts all show confirms the data in the Tesla 10K, no surprise in that.
The revealing truth is that Tesla has paid a very high price for actuarial skepticism, so over-reserves at an 'unusual' level. We all should know why this is the case.
The fact is that no OEM even approaches the Tesla effectiveness and efficiency. What is more is that Tesla continues to improve as it has incredible growth rates and new factories, new products and new technologies.
Warranty costs are declining as manufacturing simplicity advances, so manufacturing becomes less expensive while this happens. Of course part of this comes from inexpensive recalls, OTA is quite cheap.
This has become an annual process for me, normally beginning with my own examinations then going to Warranty Week extracts. HODL becomes ever more obvious, doesn't it?
2021 2020 2019
Automotive sales: 44,125 24,604 19,358 $ billion
Warranty provision 1,056 625 555
costs incurred (525) (312) (250)
% of sales provision 2.39 2.54 2.71
What these charts all show confirms the data in the Tesla 10K, no surprise in that.
The revealing truth is that Tesla has paid a very high price for actuarial skepticism, so over-reserves at an 'unusual' level. We all should know why this is the case.
The fact is that no OEM even approaches the Tesla effectiveness and efficiency. What is more is that Tesla continues to improve as it has incredible growth rates and new factories, new products and new technologies.
Warranty costs are declining as manufacturing simplicity advances, so manufacturing becomes less expensive while this happens. Of course part of this comes from inexpensive recalls, OTA is quite cheap.
This has become an annual process for me, normally beginning with my own examinations then going to Warranty Week extracts. HODL becomes ever more obvious, doesn't it?
TheTalkingMule
Distributed Energy Enthusiast
Here it is....
Tesla Has Old Count of Musk’s Pledged Shares, Key to Margin Loan
Tesla Inc. said Monday in a securities filing that it needs more time to file a regular disclosure ahead of its annual shareholders’ meeting.
www.bloomberg.com
bkp_duke
Well-Known Member
Posts reported to mods.
There is a hard and fast no politics rule in this thread. You are not special.
BUT Elon has intertwined himself with politics now that he bought Twitter.
You guys can't see that? There's no separation anymore....
bkp_duke
Well-Known Member
Again, we don't give a flying F. Go take it elsewhere.
Rules are rules, you are not special.
Yep, on the earnings call, Zach said 50%+, despite Shanghai issues and Elon followed up reiterating, saying 50% YOY growth for multiple years and added even "a reasonable shot at" 60% total with Berlin and Austin ramping exponentially to high volume by EOY.
Not thrilled with Elon wading so directly into politics at a point when Tesla ownership was transcending environmental/political statements. Now his enemies on the left will be all too happy to stoke hatred of Elon and weaponize Tesla boycotts against him, and he's given them plenty of help.
ZachF
Active Member
All true, however we also need to factor in the low fleet age for Tesla. 50% CAGR means the average age of vehicles under warranty will be lower. On the other hand, Bathtub curve may also be an effect that counteracts that.
Elon is simply wrong here. Hasan was only saying that there is a neo-nazi faction of the GOP which might get larger.
I don't know what kind of game Elon is playing here. It's weird. But Elon has always been weird.
2daMoon
Mostly Harmless
What this has to do with TSLA, I grapple with. However, it reads as if written by someone who thinks that the extreme left and extreme right are all that exists.
Fortunately, the vast majority of folks fall more toward the balance point between those two extremes, and Elon has already commented how his goal is to make sure the Twitter platform will not be biased toward any extreme.
A working solution to any issue that is most likely to be agreeable to most people will nearly always be found at some point between the extremes. Whether the question is about investing, politics, business, or any of 420 other topics, those who find themselves on the fringes should consider such as potentially problematic and begin exploring positions closer to the middle.
This direction Elon has outlined for Twitter toward balance is more likely to reveal the kind of solutions which will resonate by garnering a lion's share of support.
I'm jiggy with any plan that steers discussion toward positive common points of agreement rather than toward further divisiveness.
Gigapress
Trying to be less wrong
The like button comes after a bit. I forget if it’s based on time or post count.
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