Meh. Tesla is buying the oceanBYD has started buying car carrier ships. I wonder if that is too much vertical integration.
BYD orders 2 vehicle carriers from local shipbuilder Guangzhou Shipyard International
The order is BYD's first for car carriers, each capable of carrying up to 7,000 vehicles.cnevpost.com
-
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
I would rather see Tesla concentrate on localizing production. Even with unwinding, that shipping plays havoc with the Quarterlies.BYD has started buying car carrier ships. I wonder if that is too much vertical integration.
BYD orders 2 vehicle carriers from local shipbuilder Guangzhou Shipyard International
The order is BYD's first for car carriers, each capable of carrying up to 7,000 vehicles.
GhostSkater
Member
You can see the 9 modules here
Will be interesting to see how they are connected once Sandy takes one apart, I bet it is all in series, and not each module is a ~1000 V pack, since that would take way more chips, specially the cell balance ones, which at least until a while ago were hard to come by, and that approach would need 9X the amount, not the Tesla way
Artful Dodger
"Neko no me"
Pay no attention to the man behind the curtain.
Today is all about the PCE.
Personal Consumption Expenditures Price Index | U.S. Bureau of Economic Analysis (BEA)
Personal Consumption Expenditures Price Index Change from Month One Year Ago April 2023 4.4 % Marchwww.bea.gov
BULLetin: U.S. consumer spending dropped for second straight month in December | Marketwatch (Jan 27, 2023)
| Core PCE price index, year-over-year | Dec. | Actual 4.4% | Expected 4.7% |
Well, Hyundai Glovis is one of the largest auto shipping companies, including shipping of major factory equipment. They also are a major shipper for Tesla.BYD has started buying car carrier ships. I wonder if that is too much vertical integration.
BYD orders 2 vehicle carriers from local shipbuilder Guangzhou Shipyard International
The order is BYD's first for car carriers, each capable of carrying up to 7,000 vehicles.
One can argue that may be excessive vertical integration but it is also a crucial component of the auto business where logistics is a crucial component.
If an auto company has the capability I've no question it can be a competitive advantage with more stable costs than would be third party shipping.
Assuming that Sato-sama wants to change things, he will still have a lot of status quo to overcome. Very difficult in an established company--just look at VW and Diess. If he can cut through the bureaucracy he has a chance.
Artful Dodger
"Neko no me"
Wow, that's the same monthly cost as when the Model 3 lease was first made available on May 3, 2019. Talk about Inflation/Reduction! What major consumer product still costs the same as it did 4 years ago?!
Well done, Tesla!
Right, but those center modules seem to be close to double-wide (6 "ribs" on top, as opposed to 3), so I'im wondering if we are seeing the exterior enclosures the modules are in, and the center "can" holds 2 internal cell modules...?
Otherwise, it seems odd to have one module larger than the other two in each row.
The other thing is that it appears there's some metal framing in "front" of the forward-most visible module on the left side of the vehicle:
That looks angled "inwards" and looks like it would preclude a full row there...
Dikkie Dik
If gets hard, use hammer
Car manufacturing is only a small part of Hyundai Group:
Edit: wrong link
Yes... I posted that very link in my post that he's replying to.
That's my point: I'm not sure the physical picture and the drawing match...
jkirkwood001
Active Member
Whoo-hoo! Back up into 7th place! (from 20th a month ago.) Take THAT, Big Oil!
companiesmarketcap.com
Companies ranked by Market Cap - CompaniesMarketCap.com
Ranking the world's top companies by market cap, market value, revenue and many more metrics
companiesmarketcap.com
This is bizarre. I've seen this wick down to $159.23 several times now. Would this be someone selling a share back and forth between accounts, with tight limits, just to "paint the tape" momentarily. I don't recall seeing this before, that wasn't likely from someone exercising options.
Artful Dodger
"Neko no me"
Yeah, that's why Gene Munster was on CNBC after the Earnings Call complaining that "something isn't right" with the financials.
Note that earlier this month, Gene appeared on CNBC explaining that his fund sold their TSLA position when Tesla went below the $400B Market Cap threshold, and Gene was expecting it to continue lower. Instead, he's missed a 25% move up in just 10 days. Wonder if his fund will see more withdrawals after his 'genius' move?
Yeah Gene, you keep swing trading.... You got played by the Media, bruh! Bites, wot?
Cheers to the Longs!
Last edited:
JRP3
Hyperactive Member
Ah, right you are, ok so maybe that 3rd row is just not visible within the frame of the pic.The render shows wider center modules with 6 ribs as well
Thanks @JRP3
Artful Dodger
"Neko no me"
It'd be like 5,000-odd Semi's to add up to a billion dollars. So, know...
1 billion / 200 thousand - Google Search
Well, I got played too, not by choice.Yeah, that's why Gene Munster was on CNBC after the Earnings Call complaining that "something isn't right" with the financials.
Note that earlier this month, Gene appeared on CNBC explaining that his fund sold all their TSLA position when Tesla went below the $400B Market Cap threshold, and Gene was expecting it to continue lower. Instead, he's missed a 25% move up in just 10 days. Wonder if he fund will see more withdrawals after his genius move?
Yeah Gene, you keep swing trading.... You got played by the Media, bruh! Bites, wot?
Cheers to the Longs!
Perhaps he was in same boat?
While we’re waiting for the market to open, a little OT - this article is front page of the Charlotte Observer today. A feel good piece about race relations that all started with a Tesla.
“And he thinks about his granddaughter Danielle and the bold request that put this all into motion in the first place: Danielle had seen Ron’s Tesla, and thought it was cool, and thought it would be particularly cool if Ron would chauffeur her and her date to her school prom in 2018.”
No mention of Elon hurting the brand. Free advertising.
“And he thinks about his granddaughter Danielle and the bold request that put this all into motion in the first place: Danielle had seen Ron’s Tesla, and thought it was cool, and thought it would be particularly cool if Ron would chauffeur her and her date to her school prom in 2018.”
No mention of Elon hurting the brand. Free advertising.
Similar threads
- Locked
- Locked
- Locked
