What you said. I came to the same conclusion: the fossil fuel interests are using the economic importance of fossil fuels to control governments. We have to break the economic value of fossil fuels in order to remove their control over governments. Tesla is doing more to break the economic value of fossil fuels than anything else I could invest in, and on top of that, has somehow put itself in a market-leading or near-monopoly position in most of its markets. (Which is why it's a better investment than, say, solar panels.)
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It's uncommon for moderators to explain their decisions, but since this one seems to be causing some ripples I think it's ok to make an exception and explain some things (although this should not become a habit).
SoGA Fan Club is correct in noting that the Ferrari luxury/exclusivity discussion has no place in this thread. We try to remove or curb as many of those off topic discussions as we can. But we also have lives to live, and we are in different time zones, so we cannot track everything. Also, I don't think mods want to act like cops all the time. The thread has to remain a pleasant place for exchange of thoughts and information, not a police state.
I liked that you started contributing to the thread and encourage you to keep doing so. I also liked that you gave an update on the number of superchargers under construction being the highest in a long time or even ever. That is very useful information. So is knowing that the stock of unsold Teslas is at a very low level. But what the thread does not need is a daily shoutout about the number of superchargers under construction or the number of cars in stock. As there is little change from day to day it does not add useful information to the conversation. Even if it is just 1 post on 400 posts (of which many contain no useful information either). It will still soon become a nuisance to many, even if there are a lot of people who now mark the posts as informative (that number would probably go down over time, once the updates become repetitive).
So there is no problem with sharing those numbers once every 1-2 weeks, which allows for any trends to be detected, but a daily update will get on everyone's nerves pretty quickly.
You can always start a dedicated thread for these updates, as suggested by some.
Future remarks or questions about moderation can be sent via PM.
Mod
Congratulations!
So if I jump on the ferry - from Norway - can I charge my TMX or do you use US standards?
Yeah, I routinely keep track of all the other BEVs manufactured. Thank you Jose Pontes! Here's a brief summary:
-- 2018 BEV+PHEV sales: 2,018,247 (about 2 million)
-- 2018 Chinese sales: 1,102,375 (54% of entire world sales)
-- 2018 Tesla sales: 245,240 (12% of entire world sales)
2018 Tesla China sales weren't very large. So we can safely say that Tesla is over 20% of the non-Chinese sales.
Excluding PHEVs, the global manufacturer rankigns are
#1 Tesla
#2 BAIC
#3 Renault + Nissan if you count them as one company (which you should not)
#4 BYD
#5 Chery (who only make "city cars")
The next five includes Hyundai-Kia and four more Chinese companies.
Recall that this is 2018, and Tesla was only ramped up for half the year. 2019 is going to be a blowout.
Tesla is in a position of market dominance which cannot be broken for years outside China. Their competition in volume production is BAIC and BYD, and BAIC doesn't export. Nobody else is anywhere close.
‘Unwinding the wave’ is not happening like I expected. Instead of an extra ship in the last month of the quarter, it seems all ships for this quarter have already left San Francisco.The last ship heading towards EU left 3 days earlier than in Q1.
I wonder why in Q2 the first EU ship only departed the 17th of the first month? At a production rate of 1000/day, Tesla only needs 4 days of production to fill the first ship. Even if Tesla keeps producing USA cars untill 30/6, we should see a ship leave for Europe at the latest at the end of the first week of Q3, if not, not a lot of wave unwinding will happen.
BTW: The Benelux FB groups are currently flooded with pictures of proud people taking delivery of their Model 3.
I wonder why in Q2 the first EU ship only departed the 17th of the first month? At a production rate of 1000/day, Tesla only needs 4 days of production to fill the first ship. Even if Tesla keeps producing USA cars untill 30/6, we should see a ship leave for Europe at the latest at the end of the first week of Q3, if not, not a lot of wave unwinding will happen.
BTW: The Benelux FB groups are currently flooded with pictures of proud people taking delivery of their Model 3.
prediction ....#10 Exxon Mobil will be dropped from list
Due to the tax credit expiration, I do think they'll be producing all out for the US for June. (OK, maybe also Canada given the credits there.) I expect an immediate switch back to Europe right at the start of Q3, so I would also expect a ship to leave for Europe at the end of the first week of Q3 (maybe a day or two late if the switchover causes delays).
That's a meaningless statement. Obviously, the ones where anything goes wrong are the ones where the customer has to phone someone up. The test of whether Tesla's communications are improving are how they deal with these "unusual cases", not how the "easy cases" work.
They may be unwinding in terms of not trying to get all the cars delivered this quarter. Batching overseas production (which may require some changeover time and line maintenance) together still makes sense as does filling the ships. The down side is the number of days from build to sale.
And here I though it was because unsold inventory as reported on-line is not necessarily accurate...
EV-CPO shows Model S new inventory down by about 140 since I last checked last week; they are doing well at clearing out the old Model S inventory. At this rate they will get it mostly cleared by the end of the month. (The tax credit expiration probably helps.) There is a small burst of X and 3 inventory, but I'm assuming that's just due to normal fluctuation, since the numbers are still under 100 each.
Swampgator
Active Member
They are perfectly able. They don't want to. Never did. That car has been a compliance car all along, with the release timed to hopefully blunt the Model 3 effect. #fail
The icons are grey, so they haven't been built yet**. But we're European here
Non-EU, but EFTA.** I don't know the Supercharger construction status, but I stop by the service centre every couple days to check on its progress
In Belgium, clearing out the pre-raven cars doesn’t go well. The last week only 1 car disappeared from the 16 available.
$251,136,000 in net profit. Stupendously unlikely. Expect the S&P 500 addition after Q1 next year.
Well, there's about 156 to clear in Europe, about 41 in Asia-Pacific, about 58 in Canada, and about 343 in the US. If they can clear out the US pre-Raven S inventory, I'm not particularly worried about their ability to clear out the rest-of-world inventory. Further discounts may be necessary in some markets, but it's just a small number of cars.
Cohiba
Member
A friend of mine bought that one, referred by me
Not wrong. There’s still no official word on the yellowing screens. Or, rather, there’s about 40 different words, many of which contradict each other.
Cars produced the last week (or two) will have problems getting delivered in NA so we may see more ships being loaded starting then.
I think it will go back to 25K, but I think the mix is going to be much more towards the X -- the S is similar to the 3 but the X isn't similar to the Y. X only just passed S in US deliveries in 2018.
I'm guessing we'll see a shift from the current 12.5K S / 12.5K X to more like 10K S / 15K X.
Similar threads
- Locked
- Locked
- Locked
