So 23,000 HP is around 17,000 Kw... How does that transfer into battery size? A megapack has around 4 Mw/h or 4,000 Kw/h right?
My brain hurts...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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My brain hurts...
CLK350
Member
Really, friend, did you *have* to go and post that???
Gains erased.
It is very rare for TSLA to go strongly *against* the Q's ; normally the MM's (Market Makers) plays the average "investor" with their moves, actually the more profitable (for them) options market. See @Papafox 's daily reports, for example Papafox's Daily TSLA Trading Charts
Turns out tomorrow might be another positive for TSLA as Xi's seems to be backing out, calming the situation/ markets - tho as usual nothing's certain in the markets, and that's for sure : D
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StealthP3D
Well-Known Member
That's a very good tire with a lot of technology embedded in it and manufactured to a high degree of precision. Its speed rated to 168 mph (continuous) while being loaded with over 3/4 tons per tire. The sidewall and tread construction handles high cornering, braking and acceleration forces expertly while remaining comfortable and dissipating very little energy (low-rolling resistance). The rubber compound works surprisingly well over a very wide temperature range and has excellent longevity (A traction, A longevity). I've used them off-road on very steep/sharp angular rock without significant chunking or tearing. You can buy the same tire without the acoustic foam for quite a bit less. Foam and foam glue is expensive and so is the extra step to install it while maintaining good high-speed balance.
Tires are made from petroleum and all the costs associated with that. In my opinion, this tire is a modern marvel and worth every penny if you want the foam. If you don't, save some money and buy the ones without foam. These are not your mom and dad's tires! In my opinion, the pressure of 42 psi recommended by Tesla is for additional comfort at the expense of corner grip and longevity. Run them at no less than 44-45 psi stone cold, first thing in the morning before driving even one mile, for the best corner grip and longevity. I've never had a car/tire combination that I could corner so aggressively with and still have perfectly flat treadwear right to the tire's end of life.
Tesla put the best rubber they could find on there because they knew it matters to handling, range, driving feel and general customer experience. They knew people would be testing the car with the OEM tires, so they spared no expense. And that is just one more really wise move by Elon (who I'm sure was the one insisted it had to have really good tires).
The really dumb thing Tesla started doing a couple of years ago (I'm not sure if they are still doing this) is delivering cars with the Pilot Sport 4S (not all-season) which are not rated to be driven at colder temperatures (even on clean dry pavement) without potentially causing the rubber to tear. I'm not sure what they were thinking putting such a specialized tire on a mass-market car. Some people can't even drive from their nearest delivery center to home without exceeding the tires rating in the cooler months of the year! Heck, even the Central Valley gets cold enough in the winter to exceed the manufacturer's recommendations! I'm willing to bet Tesla has sent new owners' home in their new car when the temperature at the delivery center was below the manufacturers allowed temperature range. That does not align with Tesla's focus on safety.
jabloomf1230
Minister of Silly Walks
CLK350
Member
Well - I'm really sorry I didn't remember that exact directive - in my mind the really unusual decoupling of the TSLA SP with the NASDAQ (1) and the huge objective (not opinion, factual) developments in the Twitter arena (2) justified mentioning it in the main Investment thread. How could the Thread not be aware of these?
Not questioning that I made a mistake not "getting" the rule correctly, I would have assumed (yes ass u me) the mods would at least just MOVE that post in the Twitter thread, not just zap it - which is sort of demoralizing for folks dropping on the thread and seeing no positive news on TSLA SP, only discussions of tires, software updates, trips across the US, FSD experience, and various casual ramblings.
Mod comment:
You write " I would have assumed (yes ass u me) the mods would at least just MOVE that post in the Twitter thread, not just zap it - which is sort of demoralizing for folks". You don't understand what has been repeatedly stated by multiple moderators, that deleting the post is both less work for the mod, it is also punishment for not paying attention.
Just this once I will copy the post to where it should have been, and delete the offending bit here. But we are all losing patience.
--ggr
Thread in question was posted today 22/11/28 around 4:20 pm
(1) Unusual decoupling of the TSLA SP with the NASDAQ
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I'll know tomorrow how 10.69.3.1 does in snow. None of the previous versions slowed at all.
TrendTrader007
Active Member
Right. really makes very little difference as to what someone's specific investment philosophy is. Fortunately, there are several ways to accomplish great results and vice versa. whatever keeps you in a winning investment is ultimately good. For me following (in order of importance):I don't buy into blending psychiatry with investing, nor do I believe in TA so reasoning by analogy isn't something I normally do.
HOWEVER, you are correct that TSLA has been consistently walked down over the past year while it's fundamentals have gotten stronger quarter over quarter. The PE has fallen hard while the bottom line has improved drastically. At some point this behavior will change, it's a mathematical certainty the PE can not fall continuously while the company grows at this pace.
Now, the PE might never go up again either, it might hit a level and stay relatively flat for many years. This would of course result in the share price skyrocketing every quarte while the financials go up and away. Or the PE might climb too alongside the financials going up. Either way, the SP will go up someday, and with all this compression it's likely to go WAY up.
Someday. Could be next month, could be next year, could be we trade sideways until 2026. BUT, it WILL go up in time.
Like always, just hold and enjoy the ride.
extremely strong brand name with greatly loved products used by most of the world
strong CEO, preferably founder with significant ownership stake
Rapid growth company with extremely high EPS and Revenues, profit margin
little to no competition in present and as far in future as possible
several other fundamental factors including but not limited to ROE, free cash flow, growth map, moat, pace of innovation, debt, share buybacks, dividends etc. but all relatively secondary to top 4 listed above
only after all this is present then comes TA, contrarian thinking, market conditions etc.
knowing your own risk taking capacity and psychology as well as that of other market participants can be helpful.
all this can unfortunately easily be offset by making wrong impulsive moves in markets based on short term action or improper use of leverage so self control is very important
Tesla definitely meets all the major criteria and most of minor criteria. it's not as much of a checklist approach but more of you know a great company when you see one and not letting anyone talk you out of it. also makes a great difference to portfolio results as to concentration in a single company vs diversification and how long you hold a winning investment
market timing can be very important to those who are highly leveraged or trying to achieve a very high rate of return or build a very big super concentrated position in a company like Tesla. for many, it may not make much difference if all they do is simple long term buy and hold , which in itself is probably one of most effective wealth creation tools. less # decisions in markets are probably better unless you are running a quant hedge fund
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I thought I read, a couple years ago, about an electric mining truck (in
The mine was atop a mountain, for net-positive cycles all day long.
Couldn't find it again googling...
EDIT- Thanks to @Artful Dodger and @UrsS for posting the link!- Switzerland's electric mining dump truck charges itself - Autoblog
It does kind of charge itself, and it's not claiming to be a perpetual motion machine since it mostly moves huge amounts of ore downhill for charging.
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World's largest EV never has to be recharged
The eDumper makes a good case for going fully electric with heavy-duty construction, mining, and industrial equipment.
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Likely this convo is an odd one for the Investors Forum (but I am helpless to re-direct it). That said ...
... for the record, I looked up the invoice on the repair, which said "Installed Occupant Classification System (OCS) Filter Module". As a (retired) techie, I wondered what this could be. I thought a sensor fault would be a physical "butt-in-seat" thing, so why could it possibly be an out-of-band spurious signal sensitivity? Turns out it happened without a passenger in the seat, too, so maybe that could be a non-contact sensor thing, and I reacted with "yay, it's fixed" no matter how. Maybe it was a known silent "Engineering Change Order" (ECO) from 2018 model 3s -- will we ever know?
Now trying to relate this to the investor forum, and how this could connect to your 2012 Leaf experience post. I personally was racing to get this documented/repaired before the Model 3 4-year warranty ran out, because it was an "intermittent" fail. And Tesla was great about it, but would they be if I only noticed it a month later when the warranty ran out? Would/has Tesla said, so sorry you gotta do the whole seat for more than a grand? Is Tesla noticeably better for out-of-warranty work? Do tell!
Likely this would be too slow for most parts but might work for tires. Finished goods parts are tightly controlled generally and commonly overnight shipped. I had world wide service responsibilities for a medical device company and parts were like unobtainium.
I had authority to strip parts of finished production products for service requirements but it was a street fight to get that (rare) authority from manufacturing. Once I seized that authority, it changed my relationship with manufacturing. Without that threat, service parts inevitably play second fiddle to production goals. There is a lot to this arrangement (quality system etc) but the big winner is the customer as it should be.
Captkerosene
Member
I've always thought that airlines keeping the customers alive plays into the economics to at least a small degree.
Maybe I'm mistaken.
I hope not. Tesla should build their own - we don't need partners. Please remember that our trucks will be driving themselves at some point.Tesla Partnership with Buc-ee's (26 New Locations) is a Buc-ees thread. Just a quick note on why you might care.
"They are building largest convenience store in the nation being over 74,000 square feet and hosting more than 120 fueling positions, EV Charging Stations."
This is sure to have Superchargers as it fills a hole in the supercharging network. I've been asking for superchargers at this area since the first supercharger was added to Knoxville years ago.
TrendTrader007
Active Member
Fact not opinion:
Never in its entire history since June 2010 IPO has Tesla ever had more than 4 straight losing months
4 straight losing months:
Once in 2011 followed by 2 up months
Once in 2014-2015 followed by 3 up months
Once in 2016 followed by 7 months rally
In last 13 months we’ve had 2 instances of 4 months straight down plus a 3 month down
If December is red for Tesla that will be first ever instance of 5 straight down months
Never in its entire history since June 2010 IPO has Tesla ever had more than 4 straight losing months
4 straight losing months:
Once in 2011 followed by 2 up months
Once in 2014-2015 followed by 3 up months
Once in 2016 followed by 7 months rally
In last 13 months we’ve had 2 instances of 4 months straight down plus a 3 month down
If December is red for Tesla that will be first ever instance of 5 straight down months
Attachments
Indeed. I just read that Teslarati and a few others have deleted the article from their sites. What a bunch of diddley
They talk about using Regen braking in that attached article. Chile and Peru would be perfect countries in which to use that capability! So you're saying having the load on going downhill created more energy than was used going uphill? Interesting... Perpetual energy? Not counting the power exuded by the loader of course...
Yes. Think of it like hydropower, except instead of water flowing downhill, it's rock/ore. Perpetual until the mountain is sufficiently reduced in size.
The applications I have seen drop the load off at the bottom of the hill, so the trip back up the hill is mostly empty.
So you need mine with a trip that predominately downhill until the load is dropped off.
True, but IPO to now never has TSLA had a CEO that sleeps in the offices of another company while working there 95% of the time.
Artful Dodger
"Neko no me"
Well, Caterpillar is by no means the first one. Switzerland's electric mining dump truck charges itself - AutoblogAnd if you think the Semi will take a while to charge, look at this (and good on Caterpillar BTW):
Caterpillar Successfully Demonstrates First Battery Electric Large Mining Truck and Invests in Sustainable Proving Ground - Batteries News
Caterpillar successfully demonstrates first battery electric large mining truck and invests in sustainable proving ground.batteriesnews.com
And there is no problem charging this particular 600kwh mining truck.
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