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  1. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So many different BYD models, probably a legacy computer setup with modules everywhere & inability to do Over The Air updates. And @GhostSkater has described the User Interface, especially charging/navigation. And BYD are touted as Tesla's main EV competition. Which is arguably correct. Prices...
  2. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    When an EV/Tesla Youtuber is randomly upstaged by Warwick Davis - Wikipedia eating a sarnie! Warwick's Tesla Model 3 is unmodified apart from pedal extensions (as per video). Also Renault/VW joint projects abandoned. UK used EV sales increase 70% at 21 minutes - this is probably the most...
  3. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Reports of $47 for stationary, $57 for cars from one manufacturer (CATL or BYD?), so definitely a premium. I still think that Tesla at the very least have steadied supply chains. The demand for EV cells has also in my opinion been hit hard compared to projections. Before: All these other car...
  4. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree. Tesla have shaped battery-makers' actions by having something in the wings that can take over if the others drag their feet. Now that there's an oversupply, Tesla are showing themselves to be reliable customers compared to flip-flopping unreliable legacies (similar to chip shortage...
  5. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wonder if he'll be gaoled. Is it wrong to hope so? I certainly hope his minions go unpaid & the propaganda against Tesla dies down a little. I predict that another two short sellers will bite the dust soon. It always goes in threes.
  6. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apart from a few stragglers*, as far as I know all recent UK Superchargers have been V4 with V3-style power. *straggler V3 dispensers in UK - sites held up by planning - kit probably reserved nearby but only recently installed. You don't want to redo any planning or power approvals if granted...
  7. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As I replied to you in another thread, my opinion (and we can all have differing ones) is that we're between waves of growth/products/expansion and Elon/Tesla are prepped for price wars, supply chain and other risks. Competitors are clueless as to current and future risks and are trying to...
  8. UkNorthampton

    Tesla sales continue downwards trend in Europe

    As you say, a human could do anything. As more cars have Full Self Driving enabled, edge cases & stupidity reduce. It often takes two or more stupid actors to have a serious incident. When only one is human, risk reduces. https://en.wikipedia.org/wiki/Trolley_problem FSD can work faster than...
  9. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Between waves of expansion - new models expected end of 2024-start of 2025. France's Tesla Y Van would sell well in many countries. Musk is prepping for a price war. Who will be harmed? Non-Tesla for the most part. A wave of cheaper Chinese EVs will affect European manufacturers of both ICE and...
  10. UkNorthampton

    Tesla sales continue downwards trend in Europe

    So current narratives (they just get repeated, often every 3 months because of Tesla delivery wave, otherwise whenever there's a factory upgrade or shipping problem). Can't people remember all the times (over many years) that variants of these have been debunked? China sales down - extremely...
  11. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So another round of "Tesla sales collapsing" FUD is shown as nonsense (China this time, cherry picking of Faroes or Vatican next time). Meanwhile Tesla is ahead of all/most other companies in securing supply chains in case of any impact from Taiwan-related disruption. I'd argue that Elon's...
  12. UkNorthampton

    Tesla sales continue downwards trend in Europe

    People are often ruled by emotions in the short term. Longer term they conveniently forget their position. I find it very curious, as I tend to be fact-based & go to the original sources when I can. I think that those who let facebook dominate their social media are really harming themselves...
  13. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    8 out of 10 have Tesla as main EV. Milton Keynes is where VW Finance is based, so many cars for staff nationally might be registered through Milton Keynes. Not sure why Birmingham is Vauxhall unless there's something similar. For those who are unaware, Vauxhall is Opel in Rest of Europe, part...
  14. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Semantics, but poster of info may not see through the intent & manipulations of a malicious creator. So batteries not lasting long based on mobile phone experiences/EVs break bridges because someone takes an ICE and adds a battery rather than intelligent Tesla design - ignorant poster is still...
  15. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I like this promotion, even if a little too much admin required. In principle, I like straightforward things, lower costs, longer warranties - but I'm aware that many like ideas/lotteries like this
  16. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Great point. I knew "hybrids" had some utility. Last mile can be overground until there's enough demand or tunnelling supply to finish the route. Allows suburbs, airports etc to be integrated long before dedicated tunnels exist.
  17. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A lot of fear-mongering is nonsense. Just takes time to be found out. USA used Teslas selling fast. No indication nor X replies as to what is a typical "Days on Market" - but implication that for Teslas it's a low number of days. More info would be useful. "
  18. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Also, once Boring company have decent procedures & a decent machine design that's good enough for production - they can blitz it then, working tunnels in parallel. I suspect though that they'll be improving substantially for a long while yet and won't feel able to rapidly expand until much...
  19. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Hydrogen/thorium/fusion powered "huge mobility tricycle"?
  20. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Boring companies are expected by many to be cheaper than roads to build. Maintenance is far less. Surface less affected, you don't have diversions, temporary lights, chaos for months on end. Need some more capacity - add a new tunnel. Can't do that with roads unless you buy land, destroy...
  21. UkNorthampton

    Tesla sales continue downwards trend in Europe

    I'm still astonished by the ignorance. The most ignorant don't watch youtube, but instead use facebook, Daily Fail/Express etc Seems most people care more about 1) Colour 2) Shape (overly aggressive or pretty) 3) Everything else Therefore I'd like to see informational advertising, more...
  22. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Price will fall as efficiencies & battery prices improve. LFP in China is $47-57 per kWh (47 for storage, 57 for cars). Costs more for a pack, but just for cells, say 60 kWh pack - it's £2,687 for cells. How much for an engine & transmission with thousands of moving parts, warranty reserves for...
  23. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Just to point out - the Bloomberg article seems like nonsense. Top 8 groups, we have hundreds of models from many manufacturers. Often sales of these minnows are tiny, even across the whole of Europe. I saw a Fisker the other day... only one ever. From the second graph, I'd say Tesla (light...
  24. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Elon has said it's between growth phases. I can believe that. Others might not. I'm surprised by how well Tesla is doing in Europe. Germany & UK have reasons for lower sales. Honestly, try living in the UK at the moment... depressing
  25. UkNorthampton

    Tesla sales continue downwards trend in Europe

    I think Tesla will be the one to compare to, safe choice. If these 10% price cuts come to UK - then other options will be more expensive in most cases.
  26. UkNorthampton

    Tesla sales continue downwards trend in Europe

    It's recent as the last time I looked/noticed, Teslas weren't (as far as I remember) on the first page. This has been the situation for years. I think what happened was - new EV hyped - people looked, previous EV owners looked at alternatives - they often already had enough info on Tesla. I...
  27. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @hobbes updated. I'll leave this comment here as info on further speculation in media is expected, but have deleted my original
  28. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Perhaps watch the presentations? Three dimensions, avoiding surface impediments (money, planning, closures), cheap to build & maintain (weathering/potholes - my local roads are like an obstacle course). If a route gets too busy, build another tunnel while barely impacting current ones.
  29. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Seems Tesla is winning in Europe according to 2024Q1 stats which I'm surprised at because of the headwinds of parts & car logistics and other factors. Musk knew what was happening in China & he prepared both China and other Tesla teams. Norway has recently had another 10% or so price cut, maybe...
  30. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Previous graph was top 8 car Brands. I switched to top 8 Groups & there's probably the answer - lots of VW/Stellantis/Hyundai brands that have near-clones. Plus so many more smaller brands than North America has. MG is a big seller but SAIC isn't in the top 8 Groups Not as rosy for Tesla, but...
  31. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not everyone has studied/passed a German-level driving test (unfortunately).
  32. UkNorthampton

    Tesla sales continue downwards trend in Europe

    You can't see through that propaganda? April (first month of quarter - always lowest). "Down 2.3% since April 2023" - that's pretty minor considering everything that's happening right now. Germany removed subsidies + resale gimmick. UK economy looking a bit ropey, transport (ships + car carrier...
  33. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think it's more of a fundamental belief of Elon's. Free trade is good, subsidies to fossils & EVs are bad, but need to kill those fossil subsidies before/same time as EV subsidies. I'd prefer if all kinds of pollution (uncapped oil wells, groundwater from flooded tanks, fracking, Nigeria's...
  34. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not how I'd run a survey, but I'm not Sir John Curtice - Wikipedia Not a survey/article that I would let fool me. 'Charlie Munger said in 1995 in his famous Psychology of Human Misjudgment speech at Harvard: “Show me the incentives, and I'll show you the outcome.” '...
  35. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've asked a few people when their last decent project/piece of work was. Decades for most people answering. Better to work for Tesla when young, hungry, keen, committed, get TSLA options - then retire to a normal job to coast/excel more than most colleagues. Even then, the Tesla job leads to...
  36. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla voting demand has changed many UK and Rest of Europe brokers' policies on USA stock voting. First time many of these brokers have allowed it (popular customer demand). This is remarkable. My understanding is that you can transfer a SIPP just before retirement (in-specie) to get the...
  37. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If EV operating costs are much better than ICE, economics might lead to a faster replacement rate than current/historic - values of older diesels fall.
  38. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've just had an argument with another, they got confused about dates and might have been telling other customers porkies.
  39. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For UK, other non-USA locations, several brokers/providers are now allowing voting on Tesla. As far as I know this is unique and a result of a lot of customer and @TeslaBoomerMama (X/youtube) agitation/prompting. I've voted through two of my providers. Two more to go. Had to be done via secure...
  40. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Loving this video so far - Munro & bunch of youtubers on Cybertruck
  41. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cybertruck not as big as I imagined (seen in Tesla centre in UK, it's on tour). If it comes to UK, I'm allowed one.
  42. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apologies if I've missed this (article is 2 days old but I didn't notice it and didn't find "Melbourne Renewable Energy Hub" in a search). Tesla Megapack install (444 Megapacks - not sure if this is just for first phase). https://www.teslarati.com/tesla-megapacks-arrival-melbourne/ this...
  43. UkNorthampton

    Universal Basic Income (UBI) is coming

    The rate can be anything. Most proponents / writeups talk about a fixed % of the value of the land or the economic income of the land before improvements (what the land would rent for). With land use restrictions - planning/zones - percentages can be varied as can any tax-free portion for small...
  44. UkNorthampton

    Universal Basic Income (UBI) is coming

    Zones & unimproved value of land. Cities are taxed at much higher rates per hectare - ditto waterfront etc according to their economic usefulness/innate value. If a transport station (tube/metro/train/Boring Company) is added - it generally adds value to the existing owners even though they did...
  45. UkNorthampton

    Universal Basic Income (UBI) is coming

    Or energy. Sam's view may be overly skewed to his region. However, I've long believed that in an oil-driven economy, money and energy were near enough equivalent measures. Burn it for electricity or transport, use it for fertilisers and tractors, Electricity can fulfil most (all - with correct...
  46. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's illegal to run a car engine (unless in process of driving) in some countries. Eg rule 123 of highway code. A taxi that's waiting for a new passenger should have its engine off. That would kill many ICE 12 volts.
  47. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Probably manual payments from the old site commissioning team. I wonder if different payment terms in Sweden/Norway. I remember discussions in uk about following other countries' treatment of invoices and due dates as UK large companies rarely paid small ones within 6 months. In those other...
  48. UkNorthampton

    Did Tesla design cars to be able to take a range extender just incase?

    People researching buying/leasing EVs probably come across one of the many articles like this Leasing an Electric Car vs Buying: Which Is Better? | Pod Point "Leasing typically works out cheaper than buying Electric cars tend to have a higher list price than similar petrol or diesel cars. When...
  49. UkNorthampton

    Did Tesla design cars to be able to take a range extender just incase?

    Your statement is untrue. Smmt have shown that year to date EV new car percentage is above last year's. That's even as incentives have not improved. Private EV users include those leasing (Octopus, Gridserve, EDF Energy) and therefore likely to be counted as fleet. Greater propensity to lease...