I'm impressed with the capital efficiency. Not only are they working on the major projects you described, but also building out service and supercharger networks and have smaller projects on the go that don't get much notice (supercharger factory, other small factories to support their automation teams, whatever is going on with solar roof manufacturing, trial semi line, etc) and all that for $1.5b a quarter.
Here in Finland there's a 50k € limit for incentives. And the incentive is only 2000 €.
So we now have the expensive model (Plaid) back, X coming too, with potentially higher volumes than ever before and potentially higher margins than before. Price increase seems in line with expectations that they are hitting their goal for number of orders.
I have to think this is nothing but disastrous for VW. For Europeans that are OK with MIC, it’s a direct ID.4 sales competitor, and when the MIC MYs start showing up and people see how good they are, others will be happy to wait for the MIG version. More ID.4 sales lost.
All because the id4 is so bad. I'm also way too lazy to put a period in id4 when no period works just as well. Same for capitalization.
I hope they are recalled. Don't need any more battery fire issues.The Bolt fires seem like only the beginning or tip of the ice berg for LG as this Bolt had the final SW fixes to prevent issues.
These fires are occuring *after* the car is done charging. That means the BMS believes the battery is in a good state and has put it to sleep (in a good way). However, seems that thermal runaway is occurring and the BMS is unaware. This is so bad I can't even begin as the BMS is the ONLY way to monitor battery health.
I really hope these cars are recalled or at least there is some acknowledged way for owners to ensure battery stability.
Chevy Bolt EV catches on fire after receiving both of GM's 'software fixes'
Another Chevy Bolt Fire in a fully updated Bolt. We get exclusive details and an in-depth investigation. Is it time for GM to replace all the batteries?electrek.co
Awesome! Excellent news for European customers! I very much prefer Shanghai Y production being these high margin variants as much as possible.
Yep China is a large country over half is empty, like central NV empty, there are people and villages but no cities or wealth. Then most of the southern inland areas don't have the wealth (one exception), the money is really along coastal cities or in the area between Shanghai and Beijing. This is a 600 mile long corridor of high wealth and population. This makes scaling up in China a very interesting game, everyone is looking for the same sort of store location, etc. At the same time any physical presence is seen by a lot of consumers. In this regard I think you have a great point, if people see and touch a Tesla they may be more inclined to buy one. You could well be right that sales build sales. I'm not a fan of relying on China for sales but if Tesla helps push China to EVs than that in and of itself is great.
Yep exactly and frankly all the pro VW comments here are ...well they tick me off. VW and GM have done more to delay the transition to a clean environment than other legacy auto makers. The same families control VW so ownership did not change, most of management did not change. Hope they fail first.
It is a price hike on a lux car, just demand/supply curve showing that the car was mis priced to begin with when put side by side with the competition. Sure it is a family sedan sized car, really it is a super car for speed freaks. They'll pay. Also a long range car for those able to pay and apparently many are willing to pay for range. I think the interesting thing is that production is limited.
A year and a half ago, Elon tweeted "chairs are underappreciated". It was not entirely clear at the time, but we've now become more and more convinced that he was cryptically saying that the market wasn't fully pricing TSLA shares.
True, but as long as they’re limited by battery supply and can sell everything they make, the extra cash goes toward the mission.
Time: | Stock Price | Max Pain | Highest Call | Highest Put | Call OI | Put OI | Total OI | Put/Call |
07/08/21 7:00 AM | $626.75 | $652.50 | $700 | $450 | 216,377 | 620,660 | 837,037 | 2.8684 |
07/09/21 7:00 AM | $655.46 | $650.00 | $700 | $450 | 230,731 | 629,718 | 860,449 | 2.7292 |
