dandurston
Member
"I thought there was some chance we'd see a near term bankruptcy on Tesla, but now that is probably off the table"
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You mean these numbers updated through Q3? They are Tesla's own numbers since 4Q16. They are NOT my numbers. Check the Tesla production and delivery reports yourself. Then I tweak the numbers when the 10Qs are released. (Numbers always seem to change slightly).
I got accused of lying and banned for two weeks for saying Tesla had "1,000s of new unsold inventory" (which is true) without being given a chance to post this table. When I balked at being banned I was threatened with permanent banishment, which I am sure this post will get me.
All I do is tabulate Tesla's own data. I already posted the Model 3 table earlier in this thread.
So no sir, it is me who is owed an apology. But of course, that will never come.
Seems like something should survive from the BEV efforts of Renault/Nissan/Mitsubishi. Perhaps not all three, but considering how much of the non-Tesla BEV market they represent ... hopefully something survives. They seem to be trying harder than most (which, to be fair, is a low bar).
The guy sounds depressed.
So by your metric, there shouldn’t be any pent up demand for the Model 3. The Model 3 shouldn’t be outselling many gas cars and most likely will outsell all gas cars next quarter. After all, other manufacturers do have EVs on the market but people just don’t want them.
Is that right?
I would have purchased an EV long ago if they had the style, performance, range and high speed charging network of a Tesla. Tesla is the first car company to make an EV that checks all of those boxes. So yes.... I do blame the other manufacturers and oil companies for suppressing compelling EVs for so long.
The fact that the party receiving *fewer* votes has gotten into power repeatedly (2000 Presidential selection, 2016 Presidential election, many years in the Senate, many years in the House) is also making a lot of people really upset. Minority rule tends to amplify people's grievances, because it starts to seem like they *can't* be addressed at the ballot box. When the majority votes for one government, and the other guys get in, the majority understandably starts talking about civil disobedience and the illegitimacy of the govnrment.
Krugerrand
Meow
It is possible they risked putting several millions down to get one started, while not having a deal for land done in China. And while doing everything in their power to become FCF and profitable.
According to Trump, he would have just ran a different campaign if total votes were the deciding factor. Even though I’m not a Trump fan, I think he has a point. But we will never know since I don’t see the electoral college disappearing anytime soon.
i get what you’re saying. but like mr jobs said, give the people something they don’t even know they want. that was the model S.
the legacy makers knew the addiction to oil would lead down this path, decades ago. they all just played follow the leader. any one of them could have been the first mass market ev player. they could have budgeted off EV R&D.
i mean, many of them did, but they just never tried to make a decent go of it.
i’m sure they have pissed away plenty of money over the decades on junk projects, that dwarf what tesla has spent to date.
they had the opportunity, then, to initiate a smoother transition. not sure how smooth it would have been, but it would certainly have been easier than what they are facing now. that i think most of us agree with, and was what @Familial Rhino was retorting to me about.
consumers...(eyeroll)
we sold cigarettes to kids for decades for gods sake. we sold major wars to the public over and over again.
oem’s could’ve marketed and sold ice to eskimos if they wanted to. consumers are sheep.
Oh my God. I can't figure out your posts. You are either really dishonest, or really really dumb. Which is it Donn?
Do you *know* how ugly it got during the industrial revolution? I've studied it. We had two competing state governments at one point. The "union wars" involved actual guns and dynamite. A communist "strike committee" took over Seattle and was massacred by the Army. And in England, oh boy.
MacArthur murdered the "Bonus Army", half the world was taken over by fascism, and the US was only OK due to FDR.
Again....
Yes, and before -- the history of England is full of this stuff from Magna Carta onward.
It is violent.
adiggs
Well-Known Member
This is a pretty succinct description of my current valuation of the company (within a longer term context that it's going to grow a lot from THIS level, much less the actual current level that can be purchased from the market).
Possibly... it does depend on the state.
It depends on the state: in Texas, IIRC a study showed that over 3/4 of the road funding was NOT from user fees, but from general taxation.
Tesla sells cars under 50 miles as new "in the wrapper". Showroom models have almost zero miles. I was not talking about test drive or loaner cars with hundreds or thousands of miles that are also sold as "new" but discounted.
According to reports on the threads here on TMC in Atlanta, Charlotte, and up in NY cars are available (RWD) for immediate sale that are new and sitting on the lot. The waiting room threads are a great source of information.
I'm sorry TSLA is executing and destroying your thesis.
You know Elon has been on Big Bang at least once and on Young Sheldon as well. I think they would love to have a story involving a Tesla in their final year and I seriously doubt there would be any money exchanged for product placement. What a way to go out, in ludicrous mode!
My family owns two ICE vehicles. We will not purchase another ICE vehicle again despite the fact that they have served us well. With that said, I do not find the Bolt or Leaf compelling, and I would view money spent on leasing or purchasing one as money that I could be saving or putting towards a Tesla instead. In other words, I would view it as a waste. Bolts/Leafs require too many compromises that don't make the switch worth it, whereas Tesla vehicles do not require nearly the number of compromises, and, on the contrary, offer a number of substantial attractions that make the switch quite compelling.
The only thing keeping is from buying a Tesla right now is financial responsibility, and even that is a daily struggle lol.
On a personal anecdote, and I know this is way off-topic for this thread, my wife was not on board the Tesla bandwagon - until she drove one. Instantly converted. Wants a Model X so badly -- and she is a frugal, no-nonsense individual. This is a revolutionary product, and I am convinced that more and more people will come to understand that as they experience these vehicles for themselves. It's why I'm invested in this company.
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