Correct, except for V2 with 150+ miles to the next SC--even then you have to bring your own food because the restaurant wait will take too long.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yeah but that potentially affects retained values across the fleet whereas releasing a model that simply has software-locked range creates some differentiation
at least I assume that's the strategy
90% is normal for me unless the ambient temperatures is 40+ C, then 80. And yes, I can count the number of times I've been lower than 20% on both hands (over 10+ years).
EPS was climbing rapidly in 2020 through 2021. Has been flat for last 6 quarters or so.
Artful Dodger
"Neko no me"
Haha, guess Jaguar has known for a while, wot?
Electric car amibitions will be stifled by fines for missing targets, Jaguar warns | via The Telegraph (January 15, 2023)
"Stifled" by an inferior product?
bkp_duke
Well-Known Member
That would negatively impact used S/X prices (further). A nerf'd version of the car is essentially a new offering, and doesn't have that downward pull on resell prices.
Buckminster
Well-Known Member
Agreed but charging times is still presumably one of the top reasons for not buying an ev. Additional demand would be guaranteed.
Treasury yields likely need to start heading in the other direction again
Looks like the 10-year yield just hit a new high, the highest it has been since the great financial crisis
Artful Dodger
"Neko no me"
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This really has nothing to do with MM's. There was clear incentive for them to prop up the stock based on open interest and volume with Puts at the beginning of this week and last week...and the week before that but there's been zero buying support. Just like back in Nov/Dec, MM's are not bothering to step in and volume has dried up and gone anemic.
Just look at volume over the past month compared to the 12 month or even 6 month average volume average. We're seeing the usual hedge fund shenanigans with dropping the stock hard in the AM and spoofing the stock as macro's go higher in the afternoon.
Seems just crystal clear what hedge funds are doing and that is to push the stock down to support levels (100 day moving average and the uptrend line from Jan low) and see if they can break support which would trigger more selling.
It's a pretty simple game for them. Drive the stock down to support and see if buying volume rushes in. If buying volume does come in, flip their bets to bullish and ride the stock back up. If the stock breaks support, short it even harder and see how low it will go. This was the exact playbook from Nov/Dec. They already broke the 50 day moving average rather easily which only emboldened them to push even harder. The 100 day moving average is 219/share. They'll likely test that next week and the biggie, the 200 day moving average is 196/share. No doubt in my mind if the macro's push down another 2-3%, then they'll try and blow through the 100 day average and test the 200 days
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Words of HABIT
Active Member
Remember the Fremantle Highway cargo ship en route to Singapore that caught fire off the Dutch coast two weeks ago? Main Street Media blamed a BEV as the cause, ate it up and spit it out on their news outlets. Just as I suspected, now that the smoke has settled, although the fire cause still remains unknown, all 498 BEVs are accounted for and are in good condition. The BEVs were located on the four lower decks. The worst fire damage is reported to be on deck 8, likely where the fire started. O'K, MSM, we are waiting for your breaking story updates. MSM, are you there?
"Even though the cause of the fire is still unknown, the EV theory no longer holds up after the freighter was inspected. The lower four of the twelve decks are essentially undamaged, and about 1,000 cars, including the 498 electric ones, are in good condition. This is according to the chief of salvage company Royal Boskalis Westminster NV, Peter Berdowski."
electrek.co
"Even though the cause of the fire is still unknown, the EV theory no longer holds up after the freighter was inspected. The lower four of the twelve decks are essentially undamaged, and about 1,000 cars, including the 498 electric ones, are in good condition. This is according to the chief of salvage company Royal Boskalis Westminster NV, Peter Berdowski."
Surprise! Media is misreporting the source of a Dutch cargo ship fire
How echo chambers, ideology, and instant gratification combine to create the persistent false associations that you're thinking of right now.
electrek.co
Krugerrand
Meow
I’m not enthusiastic about these kinds of announcements. We could all be dead by 2030. Make these announcements and then put the screws to people/stick a
poker youknowwhere to make change MUCH faster because we already know this will get dragged out an additional 5/10 years if it even happens.
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Krugerrand
Meow
It would be nice if those with white interiours were available in Canada. That and bring back a true towing package where one can install a brake controller and have an active charge line on the 7 pin trailer connector. Those both went away with the change to a 15.5 volt lithium battery. Not sure why they didn’t address that. Weird.
Jmho.
When did Tesla start worrying about resale values?. And why should they? If they did that will be the wrong strategy.
When they slashed Model Y prices in Q1 did they worry about resale values? If they want to be a niche player like Porsche that makes sense. A volume player should only focus on moving metal at decent sustainable profit.
insaneoctane
Well-Known Member
Plummeting retained values aren't great for your customer base or likely volumes as people who are looking at big depreciation (or worse yet are underwater on a loan) will be less inclined to upgrade, as we've seen anecdotally in this thread.
Sometimes it needs to happen, but you'd want to limit it as much as possible
Joe F
Disruption is hard.
A Cruise robotaxi recently found itself in a rather sticky situation.
A "Stick in themud cement" Cruise?
A "Stick in the
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