Well, it has L3 charging...it is just capped to 50kw (max). Sadly, my wife sat at more than one supercharger at similar speeds with our old 2013 P85+ after Tesla capped charging speeds on the old cars. The real value of the superchargers over the competition isn't charge speed though. It's the sheer volume of superchargers. When we got the Model S there were 2 on her route from Dallas to San Antonio to see her sister... now there are like 10 or 11!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Words of HABIT
Active Member
I can't get past that first line disclaimer of the table:
DEALER MARKUPS FOR NON-TESLA NOT INCLUDED IN PRICE.
Therefore all consumer pricing information (except for Tesla which has no Dealers, no mark-up) is invalid. Tesla value comparison to OEM is far greater than shown in the table.
Just one example:
There's always dealers with an insane mark-up. Helps to keep the vehicle as a demo unless a mug walks in.
Bolt has a long wait. With the tax credit restored, they can't/don't want to make enough of them at the price.
They could have said Dealer markups/discounts and state incentives not included.
There are states (like Maine) where Tesla can't qualify for state incentives.
The table is also unrealistic because it uses the EPA estimated range instead of a realistic number.
And the net price label is wrong. It's not a net price.
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FEERSUMENDJIN
Member
I thought the news was that GM have suggested not to use the DC charging. That is the killer.
We have already established that the WS is rigged enough that earnings can be interpreted in any way WS wants. It is a fact of life and until it changes and goes back to proper fundamentals we are sugared.I'm both looking forward to and dreading earnings tomorrow.
Looking forward because I always love to find out how the company is doing financially.
Dreading because I do feel, given all the price cuts, that our margins are going to be taking a sizable hit tomorrow. A large enough hit to hurt the stock and drive us down lower again.
It's all short term noise of course and it won't impact my TSLA holdings whatsoever, but still, I'd rather the stock go UP than DOWN...
I am not holding my breath.
As long as it's not cold, windy, rainy and/or you have a heavy foot. I suppose it also depends on your city size.
Words of HABIT
Active Member
Yahoo Finance
Would any number above 0.85 Earnings Per Share raise TSLA? If not, what is The Street's whisper number?
Would any number above 0.85 Earnings Per Share raise TSLA? If not, what is The Street's whisper number?
Knightshade
Well-Known Member
Yes, it exists, and despite 100% of previous ones being recalled for catching on fire-- GM literally can not build enough of them to keep up with demand. That's why they're hard to find and dealers can add insane "market adjustment" taxes on top they put in their pockets.
Now imaging someone actually competent at manufacturing made a 25k EV, it was better, quicker, profitable, had a real L3 charging network, and was actually produced in large #s and actually sold for MSRP.
2daMoon
Mostly Harmless
With a little EPS boost from Energy sales and auto's increasing economy of scale, plus any other cost reductions achieved, is there any good reason to expect much of an EPS drop at all due to auto pricing changes?
While an earnings beat would be lovely, what I really want to hear during the earnings call are the sweet words “we project margins to increase as the year progresses.”
That would destroy the bear narrative.
That would destroy the bear narrative.
Indeed. GM has admitted they are losing money on these, so that price is fake, in the sense that it can't be sustained long term or at volume.
A more useful chart might have net price, but only include cars that we know (or suspect strongly) are at least break-even.
“…It isn’t hard to do.”
Car Ownership Statistics 2024
Americans place a high value on car ownership, a fact made evident by the latest car ownership statistics in the U.S. Between 2017 and 2021, personal and commercial vehicle registrations increased by 3.66%, indicating an upward trend in car ownership.[1] Most U.S. households (91.7%) had at least one
www.forbes.com
Don't even need the good charging network to sell at the moment.
Artful Dodger
"Neko no me"
Indeed, Adam Jonas / MorganStanley already started moving the goalposts in yesterday's Note to Investors : (AJ needs to create churn, the way a Maestro needs to conduct an orchestra)
MS/AJ: "Earnings Preview: 1Q May be OK but Forward Margins at Risk from Continued Price Cuts"
AJ's prepping the
Shameful business, that. Holding the world back is NOT an honorable profession.
Word.
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larmor
Active Member
No, no number or beat on earnings will raise the share price. In fact making TSLA investment grade has lowered the price. Producing and delivering cars in exchange for money on an ongoing basis has actually decreased the share price most recently over the past year. I wonder if the market knows of any metric to quantify this? /s
Would also be great to hear Elon say "I have a really good feeling about the economy."
MartinAustin
Active Member
How many times - over the years - have we heard an analyst say about Tesla "sure, they may have done great so far, for years in fact... but this quarter - this very quarter right here - things are gonna turn bad for Tesla. You gotta believe me!!!"
bkp_duke
Well-Known Member
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