TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker and becoming a Supporting Member. For more info: Support TMC
  1. TMC is currently READ ONLY.
    Click here for more info.

TSLA Market Action: 2018 Investor Roundtable

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

Tags:
Thread Status:
Not open for further replies.
  1. heltok

    heltok Active Member

    Joined:
    Aug 12, 2014
    Messages:
    1,135
    Location:
    Sweden
    Yeah, good luck with that. Maybe consumers also care about other things beside being able to accelerate to 0-200km/h 4 times and 0-100km/h 10times. Like for example range, acceleration, comfort, safety, infotainment, storage etc. Just a theory.

    Looking forward to seeing Taycan vs SpaceX Roadster.
     
    • Informative x 1
  2. EVNow

    EVNow Well-Known Member

    Joined:
    Sep 5, 2009
    Messages:
    9,240
    Location:
    Seattle, WA
    Tesla opened losing some of the pre-market gains.Nasdaq losing gains as well. Tesla up 0.5%, Nasdaq up 1.25%.
     
  3. Fact Checking

    Fact Checking Well-Known Member

    Joined:
    Aug 3, 2018
    Messages:
    7,517
    Location:
    Vienna
    Isn't Porsche using 800V, while Tesla uses 350V? This means they can put roughly twice as much power to the batteries over the same thickness charging cable as a 350V charger.

    The question is whether the cells can be charged that quickly - which I believe is mostly a function of active battery cooling capacity, of which the Taycan appears to have enough.

    Are there any other physical constraints that are limiting the fast charging of properly cooled battery packs?
     
    • Like x 2
    • Helpful x 1
    • Informative x 1
  4. Krugerrand

    Krugerrand Is Cat

    Joined:
    Jul 13, 2012
    Messages:
    10,662
    Location:
    Tesla unfriendly place
    Huh?
     
    • Helpful x 2
    • Like x 1
  5. Chickenlittle

    Chickenlittle Banned

    Joined:
    Sep 10, 2013
    Messages:
    2,781
    Location:
    Virginia
    I wonder if tesla can open gf3 faster than anyone believes. Musk to give press conference in China in a month. We already know that factory will not initially make batteries. Could they initially operate like Belgium factory doing final assembly steps to qualify for subsidies and eliminate tariffs? That would be added to as factory is completed. I don’t pretend to know the rules/regulations but with support of Chinese gov, they may help tesla get a good head start
     
    • Informative x 1
    • Like x 1
  6. Drax7

    Drax7 Active Member

    Joined:
    May 18, 2013
    Messages:
    2,064
    Location:
    Florida
    • Helpful x 2
    • Funny x 2
  7. avoigt

    avoigt Active Member

    Joined:
    Sep 5, 2017
    Messages:
    2,788
    Location:
    Germany
    Here is some prove what Elon did really say and what 60 minutes edited to change the content wired. Its almost like doctoring...

    [​IMG] 25m25 minutes ago


    [​IMG]
    0 replies1 retweet2 likes

    Domenick on Twitter
     
    • Informative x 35
    • Like x 9
    • Love x 3
    • Helpful x 2
  8. KarenRei

    KarenRei ᴉǝɹuǝɹɐʞ

    Joined:
    Jul 18, 2017
    Messages:
    9,619
    Location:
    Iceland
    That is, obviously, the issue. There's no magic to moving current over a wire. C rates are the issue.

    There's a lot of limits, of which cooling is only one.

    That used to be my leading theory, but Porsche has already claimed that their cells are 270Wh/kg.
     
    • Informative x 1
    • Like x 1
  9. Todd Burch

    Todd Burch Voltage makes me tingle.

    Joined:
    Nov 3, 2009
    Messages:
    7,792
    Location:
    Smithfield, VA
    MMD almost complete...

    Amateurs...
     
    • Funny x 3
    • Like x 1
  10. Krugerrand

    Krugerrand Is Cat

    Joined:
    Jul 13, 2012
    Messages:
    10,662
    Location:
    Tesla unfriendly place
    Not unless you charge that sucker.
     
    • Helpful x 1
  11. KarenRei

    KarenRei ᴉǝɹuǝɹɐʞ

    Joined:
    Jul 18, 2017
    Messages:
    9,619
    Location:
    Iceland
    Almost like doctoring?
     
    • Funny x 4
    • Like x 2
    • Informative x 1
    • Love x 1
  12. Fact Checking

    Fact Checking Well-Known Member

    Joined:
    Aug 3, 2018
    Messages:
    7,517
    Location:
    Vienna
    I don't think they can achieve the desired acceleration with low energy density, so that was a non-starter.

    So maybe the price premium includes the notion that they might have to change the battery pack under warranty if users fry their cells via fast charging. Porsche might be hoping that most (95%+) of the users will put it in their garage with no DC fast-charging available. Those customers will subsidize the battery warranty of the 5%.

    Is anything known about the battery warranty? If I were buying a Taycan that would be my primary concern, as with any first-generation battery management system.

    Beyond the craziness of routing 800V within a car - 350V is crazy high enough already and pretty dangerous. Or is the Taycan 800V bus limited to fast-charging only, and the rest of the high voltage power bus uses a lower voltage?
     
  13. Krugerrand

    Krugerrand Is Cat

    Joined:
    Jul 13, 2012
    Messages:
    10,662
    Location:
    Tesla unfriendly place
    And there’s the qualifier that changes everything. More asshats.
     
    • Like x 3
  14. neroden

    neroden Model S Owner and Frustrated Tesla Fan

    Joined:
    Apr 25, 2011
    Messages:
    14,676
    Location:
    Ithaca, NY, USA
    OK, I'll stop you. Get a real broker, not Robinhood. Transfer that half a mil to IB or Fidelity or something. Robinhood is way too flaky to trust with big money. They take a larger "payment for order flow" cut than most brokers (IB doesn't take any, IIRC), and offer bad execution, and their platform is known for not working at crucial times.
     
    • Helpful x 6
    • Like x 5
    • Informative x 3
  15. Unpilot

    Unpilot Sell order in at $5999.99

    Joined:
    Dec 2, 2017
    Messages:
    4,576
    Location:
    A Coast
    Bastages
     
    • Funny x 2
    • Informative x 1
  16. Right_Said_Fred

    Right_Said_Fred Moderator

    Joined:
    May 11, 2012
    Messages:
    3,732
    Location:
    The Netherlands
    Even though we really like our cosy Belgian neighbours, the Tilburg factory is still located in The Netherlands,
     
    • Like x 4
    • Funny x 3
    • Helpful x 1
  17. Fact Checking

    Fact Checking Well-Known Member

    Joined:
    Aug 3, 2018
    Messages:
    7,517
    Location:
    Vienna
    Also note the following tidbit:

    "[Full transcript of the interview] was supplied to @arstechnica by @Tesla."​

    I.e. Elon had the sense to record the whole interview, or had the rights to get the raw material from 60 Minutes.

    Yes, the 60 Minutes video editing and the manipulated transcript they provided on Twitter was false/misleading material information. The SEC should go after 60 Minutes for essentially lying about a key corporate governance statement of a public company, that might have had an effect on the stock price.

    60 Minutes should really not be allowed to get away with this - this was clear-cut bad-faith manipulative editing that changed this statement Elon made:

    Elon Musk: "So essentially I could just pull for a shareholder vote and get anything that I want provided I could get support for at least a 1/3 of the other shareholders. At the end of the day the shareholders pull the vote."

    60 Minutes cut out the section in bold, changing the nature of the statement Elon made materially.

    Yes, I'm upset, because they are trying to steal good people's money, which attempt also happens to be illegal as sugar under SEC regulations.
     
    • Like x 25
    • Love x 7
    • Informative x 6
    • Helpful x 1
  18. KarenRei

    KarenRei ᴉǝɹuǝɹɐʞ

    Joined:
    Jul 18, 2017
    Messages:
    9,619
    Location:
    Iceland
    Could be worse - you could live in Sweden or Switzerland. Americans are always mixing those two up. ;)
     
    • Funny x 5
    • Informative x 1
    • Love x 1
  19. EVNow

    EVNow Well-Known Member

    Joined:
    Sep 5, 2009
    Messages:
    9,240
    Location:
    Seattle, WA
    The original term was MMD - Mandatory Morning Dip, market manipulation by shorts to drive down the price, usually in the morning.

    MMA - Market Manipulation Action.
     
    • Informative x 5
    • Helpful x 1
    • Funny x 1
  20. Chickenlittle

    Chickenlittle Banned

    Joined:
    Sep 10, 2013
    Messages:
    2,781
    Location:
    Virginia
    They are different?
     
    • Funny x 6
    • Love x 2
    • Like x 1
Thread Status:
Not open for further replies.

Share This Page

  • About Us

    Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.
  • Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


    SUPPORT TMC