justthateasy
Member
Looks like it's going to be another horrible day on the market and TSLA. Can't ask for a better way to start off a new year!
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But are the trolls diverting any of their attacks to FF? When that begins to happen then maybe they are for real. The paid shills (not talking about the shorts who just try to manipulate the stock price) only do what they are paid to do. So if the oil billionaires aren't concerned to me its not worth bothering right now.
More competition means rebates and lower margins, especially in the Model3 space/price brackets.
More rebates and lower margins? Okay, the competition can go ahead and do that... but they aren't going to run this at a gross loss. The whole point is to make a sustainable EV future that presents a profitable business case which is the whole point of the Gigafactory. Even if Tesla was tardy for the party in releasing model 3, the vehicle will be more compelling based on the sheer technology advantage of the software.
In addition, there's still going to be a huge conflict of interest on the sales outlet end for large automakers. On the flip side, those who aren't as price sensitive won't go to a GM because... it's a GM but will go to Tesla.
- 9 hours to fully recharge on Level 2 (likely 6.6 kW or higher)
- EPA-estimated range of 200 miles or more
- Available in late 2016
- Expected output of ~150 HP
- ~ 300 pound-feet of torque
- 0 to 60 MPH in ~ 7 seconds
- Top speed of more than 90 MPH
- DC fast charger will recharge car from 0 to 80% in 45 minutes (more than 50 kW?)
- Price still claimed to be less than $30,000 after the $7,500 tax credit
- 10.2-inch touchscreen
- Exterior structure is made of aluminium, carbon fiber and mineral magnesium
- Battery tucked under floor
- Seating for 5
- 4 USB ports, as well as the 4G LTE
2017 Chevrolet Bolt Details Leak Out Ahead Of Todays Reveal
Since LG Chem alone has 10-12 large car customers how do you know that there will be a disadvantage in terms of costs compared to the Gigafactory?
Would you take a bet that all of LG Chem's / Samsung SDI's customers will consume/order less cells/batteries than Tesla in 10 years?
Looking at early specs, the GM Bolt looks like a winner:
Where's Tesla advantage (especially in the Model3 space) when most other large car makers will release similarly specced EVs in all form factors and priced around $30-50k by 2020?
If people answer "Supercharging". Tesla spent little on their network so far. Large car companies and/or their charging partners can duplicate that network globally within 24-36 months as well.
I think we have entered a full blown bear market. You need TSLA to be one of the handful of stocks that could perform this year.
The only thing I'm concerned about in the *actual* short-term for TSLA is smoothing out Model X ramp, nipping the quality control hiccups in the bud, and making sure the Norway situation isn't more than an isolated incident.
And the short term thread has officially devolved - good job everyone!
/s
More rebates and lower margins? Okay, the competition can go ahead and do that... but they aren't going to run this at a gross loss. The whole point is to make a sustainable EV future that presents a profitable business case which is the whole point of the Gigafactory. Even if Tesla was tardy for the party in releasing model 3, the vehicle will be more compelling based on the sheer technology advantage of the software.
In addition, there's still going to be a huge conflict of interest on the sales outlet end for large automakers. On the flip side, those who aren't as price sensitive won't go to a GM because... it's a GM but will go to Tesla.
Any rebates they offer on EVs may also make them more compelling than their own ICE offerings. Are they willing to lose/make less on the EVs if it impacts profits and sales on their own ICE vehicles?
... Ot tftf could just be plain wrong. No need to be stupid to be wrong, however in the end the more cleverer people tend to be less wrong than the less cleverer peoples.
(I hope I didn't offend anyone by stating this obvious fact).
Tesla SP (TSLA) can't catch a break today. All of FANG is UP and showing strength and TSLA is in the doghouse thanks to oil.
TFTF is stubbornly sticking to the idea that EV's will compete with each other. In his mind if Tesla wants to sell 100k cars, and GM can sell 20k, Tesla can only sell 80k because EV buyers are green weirdos. GM can make a fine Bolt, and sell all of them. This doesn't impact Tesla or model 3 sales one iota.
Any rebates they offer on EVs may also make them more compelling than their own ICE offerings. Are they willing to lose/make less on the EVs if it impacts profits and sales on their own ICE vehicles?