Todd Burch
14-Year Member
Not profitable on a per-unit basis, no. But as a whole? Y—-err…
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
The intraday low SP just kissed the Lower-BB by 10:46 ET, which of course has been the wedgies' goal for these past few days of extremely high short-selling volume. Let's see what happens next: (JPower?)
Sure, they may be losing money per vehicle, but they will make it up in volume.
Editorial: California electric car sales are zooming. Too bad they’re mostly Teslas
Nearly 1 in 5 new car sales in California were zero-emission in 2022, but most of them are Teslas and other high-end models. That shows how far the state has to go in making the shift to electric vehicles equitable.
www.latimes.com
Upon first assumption, we would think it is our good friend Russ M. However, he is probably sick and tired of Tesla twitter coming @ him so...
ElectricIAC
Good-Natured Rascal
Sunlight
Member
Looks like we're being dragged down by Nio and Xpeng - again!
It looks like tech stocks in general are getting hammered too
StealthP3D
Well-Known Member
Not all Mach-e trim levels will profitable? And that's straight from Ford's CCO's mouth.
Interestingly, that statement would also be 100% true if *none* of the Mach-e trims were profitable, no?
It's an odd title and editorial about income inequality, using Teslas as an example to prove this point. Though I feel like people are buying Teslas because gas prices are 5 dollars so TCO is not as high as something like a premium car.Editorial: California electric car sales are zooming. Too bad they’re mostly Teslas
Nearly 1 in 5 new car sales in California were zero-emission in 2022, but most of them are Teslas and other high-end models. That shows how far the state has to go in making the shift to electric vehicles equitable.
Upon first assumption, we would think it is our good friend Russ M. However, he is probably sick and tired of Tesla twitter coming @ him so...
View attachment 901324
Nice to see some people get it...
www.sharecast.com
Berenberg has upgraded Tesla to ‘buy’ from ‘hold’, pointing to "misguided pricing concerns" and a share price collapse since the bank’s last update.
Berenberg said Tesla’s price cuts are an "investment in growth" and reflect its cost leadership strategy.
Berenberg upgrades Tesla, says price cuts are 'investment in growth'
Berenberg has upgraded Tesla to ‘buy’ from ‘hold’, pointing to "misguided pricing concerns" and a share price collapse since the bank’s last update.
www.sharecast.com
Berenberg has upgraded Tesla to ‘buy’ from ‘hold’, pointing to "misguided pricing concerns" and a share price collapse since the bank’s last update.
Berenberg said Tesla’s price cuts are an "investment in growth" and reflect its cost leadership strategy.
Nice to see some people get it...
Berenberg upgrades Tesla, says price cuts are 'investment in growth'
Berenberg has upgraded Tesla to ‘buy’ from ‘hold’, pointing to "misguided pricing concerns" and a share price collapse since the bank’s last update.
Berenberg has upgraded Tesla to ‘buy’ from ‘hold’, pointing to "misguided pricing concerns" and a share price collapse since the bank’s last update.
Berenberg said Tesla’s price cuts are an "investment in growth" and reflect its cost leadership strategy.
They didn’t. Berenberg actually lowered their price target. They changed the recommendation only because of the low current stock price.
Important to note that EVEN WITH the price cut, you still cannot get an AWD Mach E (in any trim) with the extended range battery under the $55K IRS limit for the rebate, AND there are no "7 seater" trims of the Mach e to qualify for the $80 "suv" limit (note: I believe Ford got shafted here too on the "car" designation). The standard range battery is rated at 224 miles in AWD trim, while the larger extended range battery is EPA rated at 310-312. Ford's margins (or lack thereof) on batteries showing up here.
Even comparing a base Model Y performance to a base Mach E GT with the extended range battery has the Mach E at $7K more after the cuts (neither qualifies for the rebate). Other trims with options are more competitive, but the lack of a truly competing $55K limit car is tough.
2daMoon
Mostly Harmless
Isn't that the UPPER-BB?
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Meaning that GM is even further behind TSLA than thought. They are going to go through their own 4680 teething pains-in about 5 years at the rate they move.Yeah, these articles came from a translated South Korean article. Seems like a rumor still but considering the source, I’d rate it probably true. The reason isn’t so much safety but cost. Once again, Elon knew what he was doing 15 years ago when they chose cylindrical (and it was for cost reasons back then too). The Korean article also says “Other car makers such as BMW, Volvo, Stellantis, and others are also planning to use the battery type as it has a productivity advantage over competing types.”
출처 : THE ELEC, Korea Electronics Industry Media(THE ELEC, Korea Electronics Industry Media)
General Motors considering using cylinder batteries over pouch for EVs
General Motors was considering using cylinder batteries over pouch batteries in its electric vehicles (EV), TheElec has learned.The US automobile giant had previously used pouch batteries from EV battery supplier LG Energy Solution for its models.Sources said this choice by General Motors’ has causewww.thelec.net
Sounds like there's more room for price cuts or an adjustment to the extended range option price, with the caveat that the tax credits are likely changing after March along with all the other annual changes coming up and whatever other tweaks occur.
This is capitalism at work, competition breeds competition and we shouldn't expect any of these companies to sit still. Consumers benefit in the end.
A small clarification may be in order. Elon was specifically comparing Dojo to H100 which is NVidia's newest chip that entered full production only last September. NVidia claims that H100 is 9x faster than their previous flagship chip A100 in training the largest AI models.
So matching and passing H100 is no small feat.
Have you seen which direction the size of the average American has gone in the last 20 years? I don't see XXXL people finding XS cars popular. Granted, that may be less of an issue internationally. But the 3 and Y are hardly large cars to start with, at least by American standards.
'Elon Musk has made me embarrassed to drive my Tesla now'
Elon Musk was once hailed as the secret to Tesla's success. Now he's one of its problems.
www.bbc.com
Damn you Elon!!
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