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09-22-2020, 08:54 PM | #2876 | |
Papi Chulo
Moderator Member#: 53794
Join Date: Jan 2004
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RMIC
Location: Boner kill city
Vehicle:... 2017 BMW M2 2017 F-150 |
Quote:
Elon, unlike the anitchrist Zuckerberg can be forced out of the company and now that Tesla is well established with a nice cash balance and runway, its about long term, not just meeting the next quarterly earnings expectations. If he puts a realistic timeframe on new development and meets those, he will guarantee his seat has president and ceo for a long time. Those who are patient and believe in the long term vision will be rewarded. Those who want quick profits will get left behind. Yes, I see a likely coming of downgrades from "buy" to "hold / neutral" from numerous analyst as they have become use to whats happening in the next 3-6 months, 1 year max. This is why I have held the position that analyst have become a complete crock of ****. Tesla isn't the only one but analyst would compete with throwing out higher and higher stock targets and **** would rally just because. If fundamentals still applied (they don't), you would look at a stock and it's growth and it would reflect the actual growth / performance of a company. If a stock gains 10%, previously the company would have increased its performance by a similar amount. I'll digress as I can keep going but I actually applaud Elon for giving an adult presentation and realistic time horizons.
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09-22-2020, 09:26 PM | #2877 | |
Scooby Guru
Member#: 133146
Join Date: Nov 2006
Location: SC
Vehicle:07 FPgreen 7.37@95 WRX VF39+E85 12.0, 121mph |
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09-22-2020, 09:32 PM | #2878 |
Scooby Specialist
Member#: 22863
Join Date: Aug 2002
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MAIC
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Vehicle:2015 WRX, 2022 Fozzy Painted fender collection |
We all know the $25k Tesla won't happen. They'll make a few perhaps, but it won't be an option on the website. And when you call to order it they'll tell you they're only making the $28k ***8216;plus' model, so that's what you'll have to order if you actually want to take delivery.
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09-23-2020, 07:15 AM | #2879 | |
Scooby Guru
Member#: 133146
Join Date: Nov 2006
Location: SC
Vehicle:07 FPgreen 7.37@95 WRX VF39+E85 12.0, 121mph |
Quote:
All Tesla Models have been going down in price through the years significantly on top of that they don't qualify for incentives anymore. For instance My Model 3 Performance Stealth went introduce was 68k and at the lowes was 52k. Tell me, are Honda Civics or Accords cheaper than a few years back? The 25k Tesla will happen maybe not 3 years but maybe in 5, who knows?.... There will be plenty of used Models 3 under 30k in 3 years. The new Model S Plaid is going to be crazy: https://twitter.com/Tesla/status/130...062422528?s=09 Last edited by juanmedina; 09-23-2020 at 07:32 AM. |
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09-23-2020, 09:32 AM | #2880 |
Scooby Specialist
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Join Date: Dec 2009
Location: cold
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I wonder what the real world range of the Plaid will be on a 75-80mph highway road trip, both in summer and in the winter. It has to be long enough that you can effectively skip charging stops that would be necessary on say a Model 3 long range.
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09-23-2020, 12:27 PM | #2881 |
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Member#: 133146
Join Date: Nov 2006
Location: SC
Vehicle:07 FPgreen 7.37@95 WRX VF39+E85 12.0, 121mph |
it seem that this you tuber was the driver... I wonder if someone like Randy can go even faster:
Next stop Nürburgring he says |
09-23-2020, 02:30 PM | #2882 |
Scooby Newbie
Member#: 448186
Join Date: Jun 2016
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Caranddriver said they miss the range by about 27% during their 75mph test.
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09-23-2020, 02:46 PM | #2883 |
Scooby Guru
Member#: 133146
Join Date: Nov 2006
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Vehicle:07 FPgreen 7.37@95 WRX VF39+E85 12.0, 121mph |
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09-25-2020, 07:17 AM | #2884 |
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Member#: 133146
Join Date: Nov 2006
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Vehicle:07 FPgreen 7.37@95 WRX VF39+E85 12.0, 121mph |
Last edited by juanmedina; 09-25-2020 at 10:40 AM. |
09-25-2020, 09:10 AM | #2885 | |
Scooby Newbie
Member#: 496462
Join Date: Jan 2019
Location: MN
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09-25-2020, 10:21 AM | #2886 |
Scooby Specialist
Member#: 1654
Join Date: Jun 2000
Chapter/Region:
NWIC
Location: Seattle, WA, USA
Vehicle:2019 GoCycle GX MV Agusta Brutale S |
TLDR from battery day
These all seem boring to a car guy, but as an investor I'm still buying more Tesla because they look undervalued. |
09-25-2020, 10:41 AM | #2887 |
Scooby Guru
Member#: 133146
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Vehicle:07 FPgreen 7.37@95 WRX VF39+E85 12.0, 121mph |
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09-25-2020, 11:57 AM | #2888 |
Scooby Newbie
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Location: Oregon
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^ Pretty much. Even if they only hit half of their battery goals, it will be a good improvement.
Plus, as batteries get cheaper, we can use them on the grid more. Considering how much the "big battery" in Australia is making with 3 year old tech and prices, utilities should be running to install them. https://reneweconomy.com.au/tesla-bi...profits-77644/ The future is indeed bright |
09-25-2020, 02:26 PM | #2889 |
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Sandy also pointed out that these cars are getting lighter with the higher density and cell-to-structure advancements. One-piece castings will help make them cheaper and stronger and more reliable.
The structural battery "pack" will be very robust if implemented the way Elon described it. They won't be serviceable, but the new chemistry is going to make that less of an issue. |
09-25-2020, 02:37 PM | #2890 | ||
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09-25-2020, 02:51 PM | #2891 | |
Scooby Guru
Member#: 4562
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Location: Auburn, WA
Vehicle:2014 Electric Datsun 2005 Adventure van |
Quote:
Unless you carry an empty Mt Dew bottle everywhere. In which case, ew. |
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09-26-2020, 10:18 AM | #2892 | |
Scooby Specialist
Member#: 1654
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Chapter/Region:
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Location: Seattle, WA, USA
Vehicle:2019 GoCycle GX MV Agusta Brutale S |
What Everyone Got Wrong About Elon Musk’s Battery Day
Disappointed investors and analysts are missing what battery experts recognize as a transformative announcement Quote:
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09-26-2020, 03:52 PM | #2893 | |
Scooby Specialist
Member#: 453
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Location: ***23567;***12373;***12356;***
Vehicle:2020 Kia Telluride 2021 Porsche Taycan |
Quote:
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09-26-2020, 07:05 PM | #2894 | |
Papi Chulo
Moderator Member#: 53794
Join Date: Jan 2004
Chapter/Region:
RMIC
Location: Boner kill city
Vehicle:... 2017 BMW M2 2017 F-150 |
Quote:
I still believe Tesla is overvalued as a company. However, that does not mean I believe Tesla is a bad company, a company that is likely to go belly up, or a company with a short run way for success. Actually, it’s quite the opposite. I’m not a fan of Tesla vehicles and yes, I’ve driven them. I do believe that they have incredible technology and do produce really good vehicles. It’s just not the vehicle for me. My wants and needs are different and it’s no different than me saying I won’t own a Mercedes, GMC, Audi, etc. Just like any other technology or company, they tend to skyrocket in the early stages and the plateau. It’s during that plateau that all the resources get poured into r&d for the next giant leap. Investors have become uncomfortably comfortable with immediate exponential growth and advancement which results in quick financial gain. Investors are mad because a lot of companies are staying private longer than historically done but once you go public, you do risk (unless your Zuckerdouche) of being voted out as CEO if the growth isn’t fast enough. Being public has both pro’s and cons. Investors absolutely hate hearing the company is going to run through cash so that they can advanced. Ironically, they will vote out a sitting CEO and replace with a new one who almost instantly promises to spend **** loads of cash with a promise of return in so many years. I’ll digress as I could keep going. Elon is finally doing the right thing for the company and essentially telling shareholders / investors so suck it, and that the company will invest in itself for the long term. |
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09-30-2020, 07:44 AM | #2895 |
Scooby Specialist
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Wife traded in her old daily driver that she was hardly driving due to Covid and working from home (2020 Mercedes GLE) and we took delivery of a Model Y LR AWD yesterday which we're going to share as a DD for work (I'll switch back N forth between the Tesla and Kia).
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09-30-2020, 10:05 AM | #2896 |
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Member#: 192568
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Location: Georgetown, KY
Vehicle:'23 F150, '23 Camry '21 RAV4 |
After getting sticker shock when looking at a V6 XSE Camry, I've been scouring the Tesla Model 3 forums lately. I'm intrigued by a long range dual motor 3.
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09-30-2020, 11:40 AM | #2897 | |
Scooby Specialist
Member#: 75071
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Tri-State
Location: Long Island
Vehicle:23 Solterra,ModelY Old: 05 08 11 WRX, 18 STI |
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09-30-2020, 12:09 PM | #2898 |
Scooby Specialist
Member#: 1654
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Model Y one-piece rear castings are being produced in Fremont now. That should accelerate the speed of production and reduce the cost-of-materials a fair amount. plan is to do front and rear this way for Model Y and 3. |
09-30-2020, 12:17 PM | #2899 |
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Is it normal for car manufacturers to shake out car parts in a parking lot (that is a construction site) like they're storing concrete blocks for a construction site? Those seem like parts that should be kept indoors, or at least protected from weather, no?
Maybe I have a false sense of what car manufacturing is, or maybe Tesla is really still just winging it... Given the quality issues I still see posted about regularly (composite wood trim to secure parts wtf), I'm thinking it's the latter. I can't believe people pay what they do for these cars. |
09-30-2020, 12:26 PM | #2900 |
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Really just depends on how long they sit out there and what they're made of. If it's an aluminum casting that won't ever get painted or goes through some kind of paint prep acid bath... who cares
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