2daMoon
Mostly Harmless
For any who are not aware, MG is now a Chinese brand.
So, quite likely they will be sold outside the UK.
Just not in the US under current import regulations.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
For any who are not aware, MG is now a Chinese brand.
So, quite likely they will be sold outside the UK.
Just not in the US under current import regulations.
The mildly refreshed Model Y RWD introduced in China is actually quicker by a second compared to mine - 5.9 seconds vs 6.9 seconds . So the argument is moot. Pace of innovation, baby!
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I also wonder where the new production will come from. It doesn't sound like there is a lot of room for growth in the Shanghai and Freemont factories. Berlin is having trouble hiring. That just leaves Austin to start cranking out a lot more Model Y's while also trying to ramp the Cybertruck.
If they want to get back on the 50% per year growth trajectory, Tesla has to get going on Gen 3 ASAP.
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after seasonally low Sept .... looks like Oktober Fest 
is here ...
CPI .. Oct 12th
Earning .. Oct 18th
CT deliveries.. ? (youtube Clearwatts .. Sept 25th was decision day for final production ready model ...??)
US factory shutdown, new updated models ? MY RWD .. anything else?
still gunning for 1.8M deliveries for 2023 ....
is here ...CPI .. Oct 12th
Earning .. Oct 18th
CT deliveries.. ? (youtube Clearwatts .. Sept 25th was decision day for final production ready model ...??)
US factory shutdown, new updated models ? MY RWD .. anything else?
still gunning for 1.8M deliveries for 2023 ....
I think today's price action is mostly due to the MY RWD. It took a day for everyone to notice what a crazy-good deal it is.
Really glad I bought some chairs at $249.08 this morning. I buy every two weeks regardless of price. But it's always fun when you buy and it shoots up during the day.
2daMoon
Mostly Harmless
Yeah, these 5-6% days are real snoozers.
Hopefully things will pick up and we'll at least have a few more of the mediocre 10% days as the year progresses.
Words of HABIT
Active Member
Ford results are in for US Sales only. Not sure why the OEMs don't issue Worldwide production and sales figures that are easy access, so not compatible to Tesla's worldwide total sales figures for the quarter.
Notable:
"All-electric vehicles grew 14.8% to a record 20,962 on 42.5% growth in Mustang Mach-E deliveries and an 89.8% rise in E-Transit van sales. These increases more than offset a 45.8% decline in F-150 Lightning volume, as that vehicle’s Michigan production has been hampered for most of this year by quality issues and a six-week production stoppage to triple the plant’s annual production rate to 150,000 units."
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/F5UMFVVKMVFRPGGUY4LONIK6OY.jpg)
www.morningstar.com
Notable:
"All-electric vehicles grew 14.8% to a record 20,962 on 42.5% growth in Mustang Mach-E deliveries and an 89.8% rise in E-Transit van sales. These increases more than offset a 45.8% decline in F-150 Lightning volume, as that vehicle’s Michigan production has been hampered for most of this year by quality issues and a six-week production stoppage to triple the plant’s annual production rate to 150,000 units."
Ford: Third-Quarter U.S. Sales Set New EV Highs
Trucks and vans kept their momentum, and increases offset declines in other segments.
cliff harris
Member
Don't forget the semi. I think most analysts and journalists forget about it too, but its definitely coming. Its clear they are happy with the product, from promoting it recently with jay leno. They just need volume production now, and its not going to be as slow a ramp as CT, as its relatively conventional in comparison.
Also there are rumors of FSD beta in China soon. (and also in Europe 2024)
Last statement from Elon was that volume production wasn't slated to begin until late 2024 but considering ground hasn't been broken on the Giga Nevada expansion, that might be optimistic.
Some would argue the same for Tesla not breaking out US vs other marketsFord results are in for US Sales only. Not sure why the OEMs don't issue Worldwide production and sales figures that are easy access, so not compatible to Tesla's worldwide total sales figures for the quarter.
Notable:
"All-electric vehicles grew 14.8% to a record 20,962 on 42.5% growth in Mustang Mach-E deliveries and an 89.8% rise in E-Transit van sales. These increases more than offset a 45.8% decline in F-150 Lightning volume, as that vehicle’s Michigan production has been hampered for most of this year by quality issues and a six-week production stoppage to triple the plant’s annual production rate to 150,000 units."
Ford: Third-Quarter U.S. Sales Set New EV Highs
Trucks and vans kept their momentum, and increases offset declines in other segments.
I think the people that know something are those that have driven cyber truck apparently and rumor that there is a scheduled date for the delivery but they have not released the exact date. Cybertruck hype ready for ignition!!
I was planning on the ramp to help an older dog - has anyone worked the math to know the tailgate height when the truck is in it's lowest stance? higher or lower than a model Y trunk?
So when they reopen the F-150 production they'll get 3x the quality issues, good business model!Ford results are in for US Sales only. Not sure why the OEMs don't issue Worldwide production and sales figures that are easy access, so not compatible to Tesla's worldwide total sales figures for the quarter.
Notable:
"All-electric vehicles grew 14.8% to a record 20,962 on 42.5% growth in Mustang Mach-E deliveries and an 89.8% rise in E-Transit van sales. These increases more than offset a 45.8% decline in F-150 Lightning volume, as that vehicle’s Michigan production has been hampered for most of this year by quality issues and a six-week production stoppage to triple the plant’s annual production rate to 150,000 units."
Ford: Third-Quarter U.S. Sales Set New EV Highs
Trucks and vans kept their momentum, and increases offset declines in other segments.
Love physics @Tronguy, but I'm too thick to understand the maths, which you really need to comprehend it. Still, I got great pleasure over the Yeats reading laymen books on the subject by Gribbin, Feynman, Penrose, Greene and the like...
We're talking Semi here, not CT
Tesla Semi Volume Production Will Not Start Until Late 2024: Musk
Tesla CEO Elon Musk said last year that Tesla had a tentative production target of 50,000 Semi trucks for 2024 in North America.
insideevs.com
Please don’t quote this guy. This guy is so harmful to Tesla that investor relations black listed him from attending any future Tesla event. (he blocked me after I innocently pointed out his own pinned post
)
Was going to trade referral credits for upcoming trip, now most things (especially supercharging, premium connectivity) gone.. What gives?
- Bullish take: too much demand, no incentives needed
- Bearish take: saving money to make quarter numbers look better???
EDIT: or just a fluke while updating what you can choose?
Anyway, I was thinking that what you can get for your credits is fixed when you get them. Obivously not true
- Bullish take: too much demand, no incentives needed
- Bearish take: saving money to make quarter numbers look better???
EDIT: or just a fluke while updating what you can choose?
Anyway, I was thinking that what you can get for your credits is fixed when you get them. Obivously not true
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Artful Dodger
"Neko no me"
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