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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Apparently so, Honda just moved over 36K CRVs in the US alone last month and more than half of them were hybrid variants, with rumors of the ICE-only version going away at its MMC in two years. So, I guess yes. Who doesn't want better mpgs?
On March 28 this youtuber made a drone video of Lathrop, and counted 446 Megapacks (around ~1.7 GWh).
Given that Tesla recognized 4 GWh for Q1, we can probably expect a better Q2 for Tesla Energy: there is no way these 446 were delivered and installed in just 2 days...
Given that Tesla recognized 4 GWh for Q1, we can probably expect a better Q2 for Tesla Energy: there is no way these 446 were delivered and installed in just 2 days...
Battery and Engine issues. Sounds like fun...no thank you.
In a word: no
In many words:
A 5 year loan results in a remaining principle balance of about 45% after 3 years.
8% -> 45% left
0% -> 40% left
Keep in mind that these things can take like a year before Tesla recognises this as sold. We may be looking at Q1 2025 revenue here.
Krugerrand
Meow
Not going to say it, but wondering if it counts that I think it? I guess we’ll find out in a bit. Easy to ask for forgiveness than permission is my motto today.
bballshinobi
Member
Probably too busy celebrating after covering on Tuesday/Wednesday lol
EVs will beat hybrids in mpg and cost of ownership.
So I guess it boils down to vehicle cost (and may be charging worries for some. ) So come 2026, tesla will have even less competition in EV space.
If one is worried about charging and running more on gas, (which seems to be the norm for lot of hybrid owners), then it kinds of beats the purpose in the 1st place. cheers!!
Stretch2727
Engineer and Car Nut
Interesting thread from Rohan on some of the challenges with FSD and EU regulations. Seems to indicate the driver needs to acknowledge certain actions by the car.
I was tempted, but refrained, Thank you!
Cannot believe after such a horrible Q1 delivery number, TSLA now is higher than Monday and last Friday close.
$176.15 now
Any news that causes this to happen?
$176.15 now
Any news that causes this to happen?
Drumheller
Active Member
I think it's really a matter of clarity being needed...and hopefully that clarity comes in with a reasonable cost number.
On the one hand, we hear of Tesla's battery costs being under $100/kWh and falling. And long ago, Elon tweeted that he envisioned replacing the modules in a 3 or Y battery pack for $5-$7K (IIRC). That sounds reasonable...especially if you also get some credit for the recycling of the old/used battery pack that is being replaced.
On the other hand, every battery replacement I have heard/read about from Tesla seems to be marked in the $15-$25,000 range. Of course, it's the big numbers that get headlines, so who knows what the reality is. And, of course, sometimes that is the actual cost to the customer, other times it is just marked as the internal cost for a free/warranty replacement, so the customer isn't paying. Granted, even this is much better than some of the competitors, where I have heard of at least one story of a damaged battery replacement being quoted at more than the price of the new car (Hyundai IONIQ 5).
Volume production of the 3 really got going in 2018...so it's still a couple more years before many of those start coming out of the 8 year battery warranty. And, even then, I'd expect numbers to be small, since most modern things last well beyond the warranty period.
But, really, it would help the used market if Tesla just offered some real clarity -- more than just an Elon tweet -- in some sort of writing. Many people would like to see Tesla's estimate of typical/expected/designed battery life for each model/trim, and some sort of written commitment to a range of prices on a replacement cost for a damaged battery.
Stretch2727
Engineer and Car Nut
Many now focused on FSD and not so much deliveries. It will be interesting on the earning call how much information we get on FSD subscriptions and how they plan to monetize robotaxi. My guess is not much at this point.
Money
So they say
Is the root of all evil today
But if you ask for a rise
It's no surprise that they're giving none away
2daMoon
Mostly Harmless
BREAKING NEWS!!!
DOGZ TAKE THEIR BONES TO BURY IN THE YARD
The market's "Big Dogz" have decided they can no longer risk investment money in attempts to shake out weak hands and buy TSLA on the cheap. One dog was overheard to say, "it's about to pop and I don't want to be short when it does" outside a NY deli.
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Actually, I expect more plug-ins hybrids on the market. A lot of money have been spent on battery plants. While yes, there will be EVs from competitors such as the Chevy Equinox EV debuting this year, a mainstream effort. I expect more hybrids, especially plug ins to satisfy the market. Jeep and Toyota has shown plug ins are a popular trim, even when priced insanely on the Rav4, Wrangler and Cherokee.
It is ironic or hypercritical since automakers stated they would skip plugins because they were unnecessarily complicated and it was easier to go straight to EVs.
Again, those in the market for an EV have overwhelmingly chosen Telsa. And that is not changing. Just need to expand the EV market.
But was it of the right type in the right location? And at full production rate ~40-80k of the inventory is likely to be in transit at any given time, and not actually available for purchase. (It doesn't matter if you have a million white Model 3 Performance vehicles in Italy, if your demand for that variant is in Norway.)
And we have anecdotal evidence, from people's reports on TMC, that the inventory available to them was not of the configuration they were willing to buy.
Just for the Model Y there are 140 different builds/configurations. Is Troy really saying that there was sufficient inventory of all 140 configurations in all locations in Europe? If we assume the same number of variations for the other models that means there are 560 different options to choose from. If you wanted just one of each variant available at every Tesla location worldwide you would need ~700k vehicles in inventory.
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