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TSLA Market Action: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. shootformoon

    shootformoon Member

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    About the ZEV credit, 2018 is 4.5% and 2019 is 7%. Can the credit be bought in 2018 and used/counted in 2019? If not, I suspect ZEV sales for tsla at tens of millions, not much more.
     
  2. Artful Dodger

    Artful Dodger "Ducimus, lit"

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    Tesla hired an expert as C.A.O. with past experience taking Seagate private and then public again. After the decision not to go private was announced, the new hire left. I think Elon had good advice at all stages. I'm not going to 2nd guess his moves. Cheers!
     
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  3. scaesare

    scaesare Well-Known Member

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    why-you-fail.jpg
     
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  4. scaesare

    scaesare Well-Known Member

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    Citation needed.
     
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  5. Esme Es Mejor

    Esme Es Mejor Member

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    Stop lying.

    If a car has high enough demand, it gets a waiting list. And no one on that waiting list gets a stripped version. Some people aren’t even able to get on the waiting list.

    To be fair to you, maybe you weren’t a successful enough dealer to get allotted any waiting list cars. But surely, you heard of more successful dealers who were allotted some high-demand cars, and were able to apply hefty dealer markups to those cars.

    Or maybe Ford didn’t have any high-demand cars back in your days as a dealer. I don’t know. I know they had a waiting list (and delays!) for the Ford GT, and they have one for the return of the Ford Bronco.
     
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  6. Artful Dodger

    Artful Dodger "Ducimus, lit"

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    BREAKING: Shortsville Times

    Mercedes unleashes their new 'Tesla-killer'.

    Fear, Uncertainty, and Doubt rule in the Valley of Elon.

    Bankwupcy Eminent.

    Real_German_Tesla_Killer.jpg
     
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  7. Esme Es Mejor

    Esme Es Mejor Member

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    Oh, you mean like the SR version of the Model 3? That particular option is backed up due to the high demand for LR versions soaking up all the supply. Of course, the SR is just delayed, not “unavailable.”
     
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  8. SOULPEDL

    SOULPEDL Supporting Member

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    Oh good, 2 cities deliver Tesla's then. I was worried there for a bit...
     
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  9. EVNow

    EVNow Well-Known Member

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    Not true at all. Just look at the history of Leaf, for eg.

    If you are saying, Tesla advertised a low price while taking bookings only to offer more expensive models later on, I wonder where they learnt that from ?
     
  10. tsunamiofhurt

    tsunamiofhurt Member

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    Here they come...
    Screen Shot 2018-09-23 at 6.58.47 PM.png
     
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  11. brian45011

    brian45011 Active Member

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    Does that admission obviate Tesla's Directors' & Officers' Liability Insurance carrier's duty to provide a defense to Elon in Shareholder Derivative Litigation arising out of his series of tweets on Aug 7? Also, is the corporation's indemnity for the benefit of its officers and directors when acting on behalf of the corporation inapplicable when an individual acts, not in his capacity as an officer or director but, for himself and other interests?
     
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  12. Skryll

    Skryll Member

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    Like, say, from selling a shieeeeet ton of unbelievably awesome cars at high margin? "Driving it is like playing a video game in god mode. It’s so much better than any car it’s like cheating."
     
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  13. Skryll

    Skryll Member

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    It's the shorts last hope 'tesla only makes luxury cars nobody can afford" they will be devastated when tesla actually follows their mission statement and puts the 35k model into the mix of produced cars in order to accelerate the transition to renewable energy in transportation. This is actually what will kill the ICE car, especially once apartement parking lot, workplace and destination charging is more common.
     
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  14. Nathan

    Nathan Supporting Member

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    Wasn't this discussed ad nauseam a couple of weeks ago? Jeez. Cant we just hold off discussing this until there is an actual ruling. Thanks!
     
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  15. RobStark

    RobStark Well-Known Member

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    CARB ZEV credits never expire. A 2017 credit can be sold or redeemed in 2027 or 2037. Or least until their are no ICEv sold that need credits against.
     
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  16. Snapdragon III

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    I think that article is about dealers in the UK.
     
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  17. bhtooefr

    bhtooefr Active Member

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    There's a few cases where smaller cars would be helpful to expand addressable market outside of the US - addressable market isn't a problem for Tesla, but once production is stabilized, increasing it can't hurt.

    The Model 3 is pretty similar in size to the Audi A4/A5, BMW 3/4-series, and Mercedes-Benz C-Class (the A4, A5 Sportback, and C-Class are a bit longer) that it most directly competes against, although with interior space approaching that of the next size class up (A6/A7, 5/6-series, E-Class). (Also worth noting that the new A-Class sedan is close to the Model 3 in size on the bottom end.)

    However, there's significant demand for smaller cars, even in the premium segment (and of course the Model 3 attracts buyers that don't see the point of the premium segment), especially in non-American markets, where driving in more crowded cities is common, and therefore a narrower and shorter car is desired. This is the space that the Audi A3, the BMW 1/2-series, and the Mercedes-Benz A-Class hatch, being 10-19 inches shorter than the Model 3 depending on model and body style, and a couple inches narrower than the Model 3. Or, if that's not enough, there's the Audi A1 and Mini Hatch, at 27-34 inches shorter, and over 4 inches narrower. (I'm using figures without mirrors for this, to be consistent.)

    That's a significant difference when navigating tight streets not designed for cars, and parking in tight parking spaces.

    Also consider that sometimes the lower mass cars get an enthusiast following, too - better handling, after all.
     
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  18. Bet TSLA

    Bet TSLA Active Member

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    They might pay double for a roof that won't get destroyed every time there's a big hail storm. Probably a significant insurance discount on that.
     
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  19. Beltsbear

    Beltsbear Member

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    I think that’s a pretty good requirement. If they don’t have the cash or a loan approved they aren’t going to be a paying customer.
     
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  20. Fact Checking

    Fact Checking Well-Known Member

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    Very good points, I was (way) too focused on the pricing aspect - but dimension and general form factor is indeed a big parameter that is essential to the ~55% of humanity who is living in cities.
     
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