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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Mike Smith
Active Member
GE has a higher P/E than Tesla. GE is on the cutting edge of engineering and technology.
Interestingly, if the vehicle is already inefficient to drive based on aerodynamics, motor efficiency, etc., then heating during cold weather will *seem* to have a smaller effect on range. The heating might still require plenty of juice, but it will be a smaller percentage of the TOTAL power used, and therefore a smaller *percentage* of the range will be lost on an inefficient car.
For a given amount of battery, the efficient car will go farther no matter what the weather...but, it might show a bigger percentage change between warm and cold weather range.
Assume, for example, that the passenger cabin and battery need 5000 Watts of heating to stay comfortable at some cold outside temperature. That's 5 kWh of battery used in an hour. In an efficient car that can go 4-5 miles per kWh in good conditions, you're looking at 20-25 miles of extra range used per hour of driving, due to the cold weather. In an inefficient car that can only cover 2-2.5 miles per kWh, you'd only be losing 10-12.5 miles of range per hour of driving due to the cold weather.
In the end, the efficeint car will be more economical to drive no matter the weather, and would always travel farther for a given kWh used from the battery, but the difference between warm and cold weather could just be larger.
Example: In an hour of driving at 60mph:
- Efficient car in warm weather, getting 4 kWh/mile, will travel 60 miles and use 15 kWh of battery capacity.
- Inefficient car in warm weather, getting 2 kWh/mile, will travel 60 miles and use 30 kWh of battery capacity.
- Efficient car in the cold, needing 5kW of heating, will travel 60 miles and use 20 kWh of battery capacity. (Consumption up 33%!)
- Inefficeint car in the cold, needing 5kW of heating, will travel 60 miles and use 35 kWh of battery capacity. (Consumption "only" up 17%...but it will always be worse than the efficient car in overall energy consumption).
Personally, I'd rather have the car that can go 300 miles on 75 kWh in the warm, and drops to 225 miles in the cold, instead of the car that I had to buy a 100 kWh battery just to go 200 miles in the warm, and it drops to 172 miles in the cold. Sure, the percentage loss, and the miles of loss, are both smaller...but there are other numbers there that matter a lot more.
Of course, tesla has advantages in both realms -- Tesla seems to make some of the most efficient cars in terms of miles per kWh in good conditions, and their use of efficient heat pumps and scavenging heat from different components helps to lower the power needed for the heating. We could be talking about needing 1-2 kW of heating via the Tesla system, where an inefficient heater might require 5 kW. So, with an efficient car and efficient heating, you get the best of both worlds -- efficient driving in warm weather, and efficient heating in cold weather to reduce range loss.
*Edited for spelling.
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All things being equal, yes, but they aren't, Teslas are more efficient, with better battery management, chemistry, etc.
thesmokingman
Active Member
Concur, all impacted the same fundamentally. I didn't touch Tesla's being better cuz well thought that was a given. Half of the comp doesn't even have battery pre-conditioning...
Captkerosene
Member
Good summary of the Megapack business on Reddit:
I thought that the best part was the pricing history of the Megapack. Not enough info to precisely estimate margins in 2023 but it does look like we'll have to burn through a good sized backlog of much lower priced units. Best to lower your expectations on sales and especially profits for TE for at least the next several quarters.
I thought that the best part was the pricing history of the Megapack. Not enough info to precisely estimate margins in 2023 but it does look like we'll have to burn through a good sized backlog of much lower priced units. Best to lower your expectations on sales and especially profits for TE for at least the next several quarters.
Bullish sign has been activated:
www.fa-mag.com
Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away
Tesla stock has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.
Bullish sign has been activated:
Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away
Tesla stock has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.
If only they interviewed folks at TMC 
thesmokingman
Active Member
Baller!Bullish sign has been activated:
Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away
Tesla stock has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.
Bullish sign has been activated:
Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away
Tesla stock has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.
(I'm only laughing on the outside)
trayloader
Member
Nu avatar?
Hope not a dead cat v
why are you labeling her in that regard, dare to explain?
I thought you might've had some thoughts on what you posted or somebody else might've been able to share some wisdom. I don't know who that person is or why or if we should pay attention to them. There have been far too many contrarian viewpoints on how TSLA will trade in the short term, find it hard to put much weight in any of it at the moment. Not that it really matters to me as I'm not much of a trader, but I still find it interesting.
Guy buys a stock and 6 months later says 'my people can never get ahead because we never invest" and its because you can lose all your money. That my guy, is called gambling at the casino.
Sounds like he's got one of uncle Leo's QKID machines...Bullish sign has been activated:
Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away
Tesla stock has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.
"Adrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year"
The other guy (bold mine):
"The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.
Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains."
So what he's saying is that he's 15x up on his original investment, that's not a loss, right, or am I missing something here??
Other than the small amounts of money involved, this could be any of us here
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This man has not learned the secret of HODL'ing. If he sells today, he will learn a very valuable lesson about a year or two from now....
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