bkp_duke
Well-Known Member
Tesla offering discounts for existing Powerwall owners to add more storage.
Just got this in my email a few minutes ago.
Just got this in my email a few minutes ago.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I will happily pay full price for a couple.
Posted without comment. (But wearing a smile).
www.barrons.com
Anti-Tesla ETF Set to Close After Hefty Losses
An exchange-traded fund headed by George Noble, a vocal critic of stocks such as Tesla, and of celebrity bulls such as Cathie Wood, will stop trading and liquidate later this month.
www.barrons.com
UkNorthampton
TSLA - 12+ startups in 1
Posted without comment. (But wearing a smile).
Anti-Tesla ETF Set to Close After Hefty Losses
An exchange-traded fund headed by George Noble, a vocal critic of stocks such as Tesla, and of celebrity bulls such as Cathie Wood, will stop trading and liquidate later this month.
Been a few seemingly, more will pop up. They can make money for the house.
Not advice...
Wow, looks like a big fight for 240 close today. 
I do think Monday will rebound, but that's just because of the fairly high Put volume at 240. Max was 260 as I recall at the beginning of the week. So either everyone ran or Mr Market is doubling down again today for some action on Mon.
I do think Monday will rebound, but that's just because of the fairly high Put volume at 240. Max was 260 as I recall at the beginning of the week. So either everyone ran or Mr Market is doubling down again today for some action on Mon.
I couldn't care less what happens to that clown. He'll say/post anything that helps himself and I would not categorize him as a Tesla fan boy. Low on signal and high on noise.
insaneoctane
Well-Known Member
With such knowledgeable dealers, why would one need to do research first?
If anyone can make this work, he should be able to!
I set out to tear apart this article line by line...which I still do below...but then I got to the end and realized that it was actually a free advertisement FOR TESLA! See below...and the "advertisement" part is at the very end if you just want to skip to there.
First, if you do the math in the article, it's even more ridiculous than you might think. All dollar figures are in Canadian dollars...so that exagerates it for US readers, but the way the numbers add up is criticlal:
"bought a Ford F-150 Lightning EV in January for $115,000 Canadian dollars (around $85,000 U.S. dollars), plus tax"
-- Okay, fine, he bought an expensive truck.
"The vehicle compelled him to install two chargers – one at work and one at home – for $10,000."
-- Umm..."the vehicle compelled him"? Makes the vehicle sound bossy. What nonsense is this? Also: as noted, $10,000 total (or $5000 per charger) is ridiculous. And finally -- why would he need a charger at home and at work? Either he has a ridiculously long commute, or he drives a long commute in to the office, then drives his personal vehicle all day for work, then returns to the office, before a long commute home. As others have said: sounds like he must have a terrible unique situation, did zero research, and then just spent a bunch of money without thinking. Or, if he doesn't do a ridulous amount of driving, then one of those installs was just a pointless waste of $5,000. It says later in the article that 80% of his battery is good for 215 miles...so if he's not driving over 200 miles per day, then it makes no sense to charge at home and at work.
"To accommodate the charger, he had to upgrade his home’s electric panel for $6,000."
-- You might think this panel upgrade was part of the $10,000 above, but the next line says that it is an additional cost:
"In all, Bala spent more than $130,000 – plus tax."
-- Yup, $115,000 truck, plus $10,000 in chargers, plus $6,000 in the panel upgrade totals $131K. So somehow each charger install was $5,000 EXCLUDING the panel upgrade. Plus tax on top of all that.
Continuing to later bits of the article:
"Not long after the purchase, Bala got into a minor accident which, he said, required "light assembly" on the front bumper. Bala took the vehicle to the body shop and did not get it back for six months. He said no one from Ford answered his email or phone calls for help."
-- Of course, accidents can be blamed on the vehicles too! And, ah, yes, the good old non-auto-repair specialist declaring accident damage "light assembly," whatever that means. Also -- as far as I know Ford doesn't own body shops...so not sure why he was trying to call Ford about it.
Next: "Fast charging stations – which only charge EV’s up to 90% – cost more than gas for the same mileage."
--Citation needed. Pretty sure you can charge to any level you choose at every DCFC I've heard of. And costs vary of course.
"On the family’s first stop in Fargo, North Dakota, it took two hours and $56 to charge his vehicle from 10% to 90%. The charge was good for another 215 miles."
-- Okay, math time. The biggest F-150 Lighting battery (per google) is 131 kWh. If he filled 80% of the battery, that's about 105 kWh. If he spent 2 hours doing that, then he averaged 52 kW at the station. Either he picked the slowest thing that qualifies as a DCFC, or maybe, just maybe, he was so insistent on topping off the battery that he sat around well after the charge rate plummeted and wasted his own time.
The next portion of the article details faulty chargers...and that's believable on the "other" networks.
Next: ""It was in [the] shop for 6 months. I can’t take it to my lake cabin. I cannot take it for off-grid camping. I cannot take for even a road trip," Bala wrote. "I can only drive in city – biggest scam of modern times.""
-- I think the key there is "I can't." He says it repeatedly. The guy and the article are trying to blame the truck...but it really feels more like this guy didn't do any research, or planning, or even understanding the different levels of fast charging or how it's usually a waste of time to try to top off the battery. He bought the truck, then overspent on two chargers for some reason, plus a panel upgrade, then set out on a trip without much thought.
The guy's final advice is: ""Do your research before even thinking about it and make a wiser choice." "
-- Sounds like he realizes, at least on some level, that he should have done some level or research and planning.
Oh wow, I just got to the end of the article, and it turns out it's an advertisement for Tesla! The end of the article is quoted below...the bolding is mine
."Ford, in a statement to FOX Business, noted that driving ranges can be impacted by weather and geography, but also acknowledged some of the challenges facing the industry.
""This customer's experience highlights the urgent need to rapidly improve access to public charging across the US and Canada. Ford's EV-certified dealers will install public-facing DC fast chargers at their dealerships by early 2024, providing alternative charging options to those available today. Ford was also the first in the industry to gain access to over 12,000 Tesla Superchargers for Ford drivers."
GM also announced a deal with Tesla Supercharger stations starting early next year with the use of an adapter plug, giving them access to 12,000-plus chargers.
Then, in 2025, GM will start integrating Tesla's North American Charging Standard (NACS) connecter design in GM's EV vehicles so customers can plug into a Supercharger without needing an adapter. "
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dhrivnak
Active Member
I ended up going with the FranklinWH system which was obtainable and seemed to slightly best the PowerWall. Support has been great as well.
Yes there are other systems available here in Norway. But I don't need it that much. So I'll wait until I can get Powerwall here. And Solar Roof.
How would it beat the powerwall, is it integrated into the tesla app ? I can see solar, powerwall, car and the energy flow between them in the tesla mobile app that controls the cars.
My model 3 does as of last software update charge off of leftover solar, I can see in near-real-time how many kW flow between solar, home, car and grid. I have the car to charge up to 50% from any source and up to 80% from solar only so it captures excess electricity that would be sent to the grid at off peak prices until 3pm when peak pricing starts and all solar goes to the grid while the home consumes from battery and the car stops charging until midnight when off peak pricing starts.
Also it allows me to participate in the VPP events when we get paid $2/kWh when a grid distress event is used to pump an aggregate of tens of megawatts into the grid to support.
I am excited for what else tesla gets to integrate and enable us to do, v2g maybe on newer battery tech in the near future, robotaxi bringing us extra energy when low etc
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Artful Dodger
"Neko no me"
Main takeaways from Dr. Jeff Dahn webinar on Aug 01, 2023: (note these points are intended for all EVs with Li-Ion batteries, not just Tesla. Eg: Specific comments made about early Nissan Leaf problems with high heat in Arizona, says pts do not apply to Tesla LFP batts)
Take home message #1: Charging frequently to ensure lots of low DOD cycles is better than charging infrequently leading to high DOD cycles. Long drives from time to time are fine, but charge when you can is the message here.
Take home message #2: If the Li-ion battery in your EV uses single crystal positive electrode materials with moderate Ni content (i.e. NMC532, NMC622), then you really do not need to worry about microcracking in the positive electrode at all. So charge when you like.
Your battery is eminently suitable for vehicle to grid applications where many charge-discharge cycles will be appled to battery while the car is parked. After all, you have access to millions of km of driving you will never use!
Take home message #3: If you have a long range EV which has cells containing Ni-rich materials (> 70% Ni in NMC) then charge only to 75% of full charge if you can. (But you will probably be unable to determine the exact chemistry in your cells - some teardowns exist on You-tube)
This avoids the large volume changes that can occur which over many years can cause capacity loss. Microcracking is minimized and oxygen release from the positive electrode material is avoided.
Combining all of this together, assuming one does not know what kind of battery one has: Operating between 70% and 45% for the majority of the time is ideal. Store at 30% when going away for long times in the summer.
Cheers!
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dhanson865
Well-Known Member
If you are a glutton for punishment the video behind the spoiler tag is titled "Tesla won the plug war - and that's good news!" on a youtube channel called "Technology Connections"
But the guy that does the video has always been a more than a little bit anti tesla (not full on hater, but clearly on the negative tilt).
it's been a ride watching him over the years say the NACS plug should go away over and over again.
Then switching to OK someone else is using it but he still thought it was a mistake and should go away.
Then switching to OK multiple people are using it, but I don't like it, even though it's not a mistake.
Now he says it's even good idea and the connector was better all along but then complains about almost every thing that is Tesla specific.
It's a weird position because in some points of every video he does he'll give a technically accurate overview of some portion and then diverge to his personal opinions, go back to some other technically accurate statement and then diverge to his opinions. If you cut his personal opinion out it'd cut the video in half and would be a decently good presentation of the facts. If he had some oversight that held him in check and didn't let him go off track he could build a better channel.
He does have 2M subscribers so it's good he's come around somewhat on the NACS situation, but he still pushes an anti tesla undercurrent and calls people "Tesla Stans" even in this video.
Screenshot just in case it changes/gets removed.
But the guy that does the video has always been a more than a little bit anti tesla (not full on hater, but clearly on the negative tilt).
it's been a ride watching him over the years say the NACS plug should go away over and over again.
Then switching to OK someone else is using it but he still thought it was a mistake and should go away.
Then switching to OK multiple people are using it, but I don't like it, even though it's not a mistake.
Now he says it's even good idea and the connector was better all along but then complains about almost every thing that is Tesla specific.
It's a weird position because in some points of every video he does he'll give a technically accurate overview of some portion and then diverge to his personal opinions, go back to some other technically accurate statement and then diverge to his opinions. If you cut his personal opinion out it'd cut the video in half and would be a decently good presentation of the facts. If he had some oversight that held him in check and didn't let him go off track he could build a better channel.
He does have 2M subscribers so it's good he's come around somewhat on the NACS situation, but he still pushes an anti tesla undercurrent and calls people "Tesla Stans" even in this video.
Screenshot just in case it changes/gets removed.
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dhrivnak
Active Member
The FranklinWH is slightly more capacity 13.6 kWh and higher peak at 10kW per battery. It also has a nice BlackStart feature if you fully drain the battery there is still a reserve that will start at 10, 12, and 2 and try to start solar to charge the battery. It is the slightly safer LiFePO4 chemistry that our local inspectors like. It has some “smart circuits” one can configure to shut down at various levels. For example I shut off all EV charging if the grid is down and the batteries drop below 85%. The app is nice but I agree it is not integrated with the Tesla App.
Surprised that no one has mentioned that July Shanghai production numbers were out today. Just over 80k production. I know we had visible footage of Fremont production stoppage at the beginning of Q3, but was there any confirmation that Shanghai also paused production during July?
Posted without comment. (But wearing a smile).
Anti-Tesla ETF Set to Close After Hefty Losses
An exchange-traded fund headed by George Noble, a vocal critic of stocks such as Tesla, and of celebrity bulls such as Cathie Wood, will stop trading and liquidate later this month.
Some personal history. George and I had fun exploring non-US investments in the late ‘80s into the ‘90s. He had the advantage of having the immense heft of Fidelity behind him; we were much smaller and thus more nimble, being able to amass or trim positions more easily. But we would compare notes and opinions regarding Europe, E. Asia and, most especially, Latin America. I had the edge of experience and ties in Mexico, Central America, Colombia, Venezuela and, most significantly, Brazil. George was more experienced in Argentina, Chile, Peru and that behemoth, the Caribbean
.Many travels and conferences together; often goggle-eyed at blather and absolutely absurd statements coming out of Finance Ministers, CEOs, bankers and especially sell-side analysts. We made a point always of sitting in back rows for, errr, mirthful reasons.
BUT - although he was far “bigger” than I (and indeed, he was far bigger, too), I was older and had the gravitas of my…heritage…behind me and I absolutely believe he took to heart my rule that, if one simply couldn’t stay away from a bad investment but ‘had’ to short it (as indeed became par once he left Fidelity to start Teton), one can short fraud, but never the market.
Supposedly, NOPE was short TSLA “because the market (and Tesla specifically) was “too bubbly”.”
Was George smarter than I? By many standards, yes. But I did and do believe I was wiser: I left at the top of my game. Very few can do that, whatever their field. And I certainly didn’t, don’t and won’t short the market. When Tesla no longer possesses my growth expectations, or when management missteps escalate from dumb and avoidable to malicious or fraudulent, THEN I’ll sell. NOT because its short-term price is frothy.
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