That would be a way to create a frenzied run on the stock - 'TSLA shareholders as of X/Y/Z will be entitled to participate in the Starlink IPO and purchase X shares...'
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Sure, but I seriously doubt that specific part is true. Certain elements of the battery making process may be cheaper, but to say it’s more then 2x cheaper for the whole battery is hard to believe. Would be great if true.
HG Wells
Martian Embassy
sundaymorning
Active Member
This is another way to stimulate a slowing economy. Never underestimate the ability of governments to stimulate.
China allocates $10.26 billion to fight coronavirus
China allocates $10.26 billion to fight coronavirus
Hello again
I received surprisingly high amount of positive feedback (informative and like klicks) on my last post. Therefore I hope you will enjoy reading about the next part of our journey. Please be aware this only shows my personal experience and could be experienced completely different by somebody else.
Let’s go on with China:
We travelled from Shanghai via Suzhou and Xi'an to Beijing. We missed the Coronavirus by two months. I haven't seen a natural forest on the whole 20 hours we spent in trains. The whole area between coast and Xi'an (800 km wide) is basically one big network of big and small cities, some fields in between. As a Swiss, used to see forest and green areas quit often this was something unbelievable.
We crossed an uncountable amount of those grey block buildings, most still under construction, in the middle of nowhere. Living in those buildings is unimaginable for me.
But the people in China we talked to and had as guides were all (100%) super happy with their government because their live improved in the last three decades in a way most western people can't imagine. They fully accept the control of the government. To think of scenarios what will happen if the economic growth will turn negative is no option for them. When it happens and it will (thinking more long term here 20-30 years+) it will be too late and the people will suffer a long time to get the control over their country back. Reminds me a bit of Georg Orwell.
Regarding short term future of Tesla: China is addicted to bigger, better, faster. In the center of Beijing it seems nobody is driving a car which costs below 25k USD. Porsche, Mercedes Maybach series and all other luxury car brands are well represented there. Most of them seem to be Long editions, the people owning those cars seems to not drive them by themselves (that was at least my personal impression).
All people with whom I talked about Tesla think Tesla cars are absolute luxury, at least comparable with German premium brands. Many of them will consider a Tesla as soon as MIC M3 will hit the streets. The potential market in China for Tesla is incredibly huge, I think especially because they will not have any national «we have lost» feelings when they switch from BMW/VW/… to Tesla. Not like some Germans I know.
Big SUVs and pickups are at least in the cities not too common (personal impression), sedans are the better solutions especially because as soon as you leave the main road the alleys are thin and a CT size car will not be fun.
We basically only spent time in city centres, the potential for SUV and CT style cars might be really huge outside the centre.
Tesla sightings in China (within two weeks):
Suzhou (half an hour west of Shanghai)
2x Model 3
1x Model S
Xi'an (former and first capital of china)
2x Model S
Beijing (current capital of VR China)
4x Model 3
1x Model S (fully covered in chrome foil)
Mongolia:
What a great feeling I had just to see untouched emptiness while we crossed the north east corner of the Gobi dessert. An absolutely beautiful country. In Ulaanbaatar (following UB as the locals call it) they have four coal power plants, UB is in a valley, the air quality in winter is really bad. Far worse than in Beijing. It snowed in the first night after our arrival, when we came back to UB two days later all snow was grey to black covered.
Potential for Tesla in Mongolia: S,X,3 probably close to 0. Most Mongolians have nomadic relatives (still 60% of the Mongolians live in some ways as nomads) and therefore have to travel really long ways on dirt roads. To build a charger network is currently not worth it.
It might be a different case for the CT with 500 miles range. If you are somebody important in Mongolia you drive a Mercedes G wagon (the refrigerator on wheels), the CT could be the next big thing there, but regarding Numbers we talk about a few thousands per year maximum. Mongolia has after all only 3 million people. Density: 2 persons per km² (compared to Germany 232 pers. per km². Regarding traveling Mongolia is the most impressive country I have ever been and we plan to go back there someday.
Tesla count Mongolia: 0
South Korea:
We spent in total eleven days in South Korea, a week in Seoul and four days in Busan. The locals are really aware of Tesla, everybody knew about Tesla even we basically haven’t seen any on the roads. The South Koreans we met really care about environment problems and they also told us for 40k USD the Model 3 should sell really well.
Tesla count South Korea:
1x Model X in Seoul
Japan:
We spend a whole month in Japan (over Christmas and new-year). It was a bit difficult to get into a discussion with Japanese people. The few which spoke with me about EV, Tesla and cars haven’t really been aware of Tesla and EVs in general. Also the environmental aspect about it was not really a talking point, completely different to South Korea. We saw a few Teslas in Tokyo, Osaka and Nara, the store in Osaka is perfectly placed on the main shopping street in the centre. In the cities really small cars seems to dominate the picture. A smaller car like a Model 2 could really be a success. But I would never drive a Model S size car in Japan. Owing a car in Japan is at least in the cities absolutely not necessary. Public transport is next level good.
Tesla count in Japan:
2x Model S in Tokyo
1x Model 3 in Nara
1x Model S and X in Osaka
0x in Kyoto even we stayed there for 10 days.
Canada and USA:
We spend a few weeks in Vancouver, on Vancouver Island, Seattle and are now in LA.
It was and still is awesome to see so many Teslas. Especially in Vancouver the Tesla density seems to be really high. We spend two minutes on a bridge in Stanley Park and counted three Model 3 and two X’s within those 120 secs. We saw two Model 3 in Tofino on Vancouver Island, range and winter temperature is no problem it seems.
We went to the most American thing I could think off yesterday. The monster jam monster truck show in Anaheim. And even there on the parking lots between all those people having BBQs on the parking lot next to their Pick-ups we saw quite a few Model 3s. Our seat neighbours on both sides drive Ford Pick-ups but they will at least give the Cybertruck a try (you all know what will happen as soon as they give the CT a try).
Counter: A Lot!
Future outlook:
There are so many good business opportunities for Tesla around the whole world. I really love to be part of this.
· Factory places:
I really love the decision to produce in Shanghai and Berlin, this gives Tesla the unique opportunity to hire out of a much bigger talent pool than any other tech company. As a young engineer myself I would never consider working in the Germans no man’s land, but to move to Berlin to work for the company of the century really sounds like a great opportunity.
· Investor related:
The last twelve months showed why I really like my brother and my decision to go with buy and hold (we don’t expect to need the money in the next decade).
It’s nearly impossible to predict the market in short therm. Tesla was a great company twelve months ago and it is still now. Not that much has changed. Only the market cap went from far too low to still far too low. Timing the market with factors like the Corona hysteria seems to be almost impossible (I was in China before Corona but there haven’t been any indicators a Virus outbreak is coming soon /s).
Not an advice: If you don’t need the money in the next few years just buy and hold. Makes life so much more relaxed.
On our own behalf:
We (my brother, my fiancée and I) are in San Francisco from 21 of March to 26 of March. We asked for a factory Tour at Tesla Fremont. But a Model Y reservation is not sufficient. You need to own a Tesla but we will not until then. If somebody with a Tesla has 2-3 spots available and planes to see the factory during that time we would like to join them (diner afterwards is on me and I will through some Gigafactory Shanghai Hiking videos in the pot too). Please PM me if your and our plans match.
Fun fact to Xi'an China:
The first emperor’s grave is close to Xi'an, you probably know the terracotta army which is guarding the artificial mountain under which his mausoleum is buried. His mausoleum is still not opened, they think there are 6000 terracotta warriors, after approx. 40 years they have now put 1000 of them together, so if anybody is interested in an unsolvable dust puzzle, you might find your destiny there. The first emperor’s grave building used over 1/3 of the whole tax income, think about it the next time you think your government is the worst.
Time spent at impromptu CYBRTTK meet and greet 30 min
Cost of insurance claims 0 $
6 happy Tesla believers - priceless
Alphacrux
Member
Poteet, TX, the Strawberry Capital of Texas, is just south of Toyota's truck manufacturing plant. Would make sense for Tesla to build a plant in this area.
btw: 510 acres for sale, Pleasanton, TX right near Poteet
www.crexi.com - The Commercial Real Estate Exchange
btw: 510 acres for sale, Pleasanton, TX right near Poteet
www.crexi.com - The Commercial Real Estate Exchange
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Interesting article about a dealer in Dallas who sells used Teslas to cope with compressed new-vehicle margins:
Dealer sells Teslas and customized trucks to fight margin squeeze
Some excerpts from the article:
Dealer sells Teslas and customized trucks to fight margin squeeze
Some excerpts from the article:
OK EM did have a Strawberry Fields For Ever Tweet a week or so ago.
Based on these logarithmic charts, looks like Coronavirus will be tapped out in the next month or so, at around 100K cases and 2K deaths. Still tragic but will end up being a small economic blip in terms of MIC Tesla, IMHO.
Coronavirus Update (Live): 40,553 Cases and 910 Deaths from the Wuhan China Virus Outbreak - Worldometer
Coronavirus Update (Live): 40,553 Cases and 910 Deaths from the Wuhan China Virus Outbreak - Worldometer
larmor
Active Member
Who knows, but they intro'd the cybertruck with such a low price for 500+ miles range (relatively speaking, and of course the upper range on price is tayken). Something is up!
RobStark
Well-Known Member
I thought the point of Tesla is push other auto OEMs to switch to BEVs. Because Tesla alone can not switch the entire globe to the sustainable production and consumption of energy.
The only firms using cylindrical cells are the startups. Legacy OEMs don't cylindrical cells.
EDIT: Piece I read said that ...
New private owner claims AP/FSD was enabled when he took delivery, and only disappeared after next software update. Why would Tesla deliver the car to the dealer without first re-installing the software without AP/FSD? Maybe it really was removed, and the private owner is just saying that it was to bolster his case, along with the paperwork?
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StealthP3D
Well-Known Member
That is not the best comparison (AWD two-motor Taycan vs. RWD single-motor Model 3). At least I assume it was the single motor Model 3 since it called it the "Long Range" without identifying it as AWD or Performance.
The reason I think this is significant is because we have both a LR RWD and Performance Model 3 and, while the LR RWD is considerably more efficient at city duty and under 50-60 mph, I've been super impressed with the efficiency of the Performance Model 3 during extended high speed trips, 75-120 mph. Leaving aside that there are very few places in the US where this can be done safely, let alone legally, the Performance version does seem to come into its element at higher speeds and return consumption figures I don't think our RWD Model 3 could. I expect the AWD would be the same.
Note that these are unscientific observations but that both cars have the same 18" Aero wheels and OEM tires.
She’s been getting trashed on for her poor Tesla take last week. She’s trying to calm her DM’s and emails down. Her husband has owned that Tesla for a while though
Dan Telvock on Twitter
she’s still retweeting this idiot’s attempt to storm the beaches of GigaBuffalo.
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