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  1. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    UK: Latest update on discounted models from dealers - Battery Electric Vehicle deals & comparing to Tesla prices Tesla 3: £40-60k (excludes fuel savings). Model 3 AWD Long Range is £50k Tesla Y: £45-60k (doesn't state with regard to savings - might be cheaper as June/July cars might be from...
  2. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Stock market pricing goes up and down quite wildly - hence Warren Buffet said: Being in a Tesla bubble helps with keeping current and avoiding media misreporting. None of this is secret, not even hidden, one just has to go to original sources and avoid misreporting & deliberately...
  3. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Comments in purple
  4. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Facts/evidence not nonsense. How would one navigate life successfully? You've used emotional language to counter facts. It would have an effect in Toyota or Boeing, less so in Tesla. 1) Not Tesla's mission statement. I don't see that in Musk's other companies either: SpaceX, Neuralink, Boring...
  5. UkNorthampton

    Tesla sales continue downwards trend in Europe

    55% - which source. market? When I search I can find 55% profit drop - but that's excluding all sorts of spending such as one of the world's biggest AI computing clusters. "Down 2.3% since April 2023" from the earlier source. Is that what you meant? Please correct your post if it is in error.
  6. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Tesla: I'll ask you and others reading this thread... do you think Tesla operates as you and your DIY company did? Honestly? People can be jaded because of their experiences - I certainly suffered from working with unscrupulous executives & sales people. Technologists are a joy in...
  7. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Lay off the personal attack. It's a sign that you've lost the argument and it's against TMC rules. I've laid out counter arguments and believe your conclusions are flawed. It just seems to be relying on biased media headlines rather than based on facts. When you see a headline or article - just...
  8. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Toyota hybrid batteries last longer than most, but will fail as they cycle so often. Cycle life is very important. Prius batteries are different chemistry from some other hybrids, but still it's an uphill battle. Toyota/Lexus are involved in lots of unreported scandals. Quality, forged safety...
  9. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seems to me that Tesla only try to handle a small set of projects at once with a great team of world class people who can turn their hand to many complex problems, quickly becoming domain experts. Sniper vs machine gun approach of other carmakers who announce & cancel plans all the time...
  10. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Fix Or Repair Daily (FORD). Planned obsolescence is in many vehicle makes or COMPONENTS. It's in the component suppliers' interest to fail, even during a carmaker warranty as long as the supplier's warranty to the manufacturer is exceeded in enough cases. A few free replacements are fine in...
  11. UkNorthampton

    Tesla sales continue downwards trend in Europe

    As I'm sure you're aware Tesla lower prices when profits on a product line get beyond a certain point. At different times this has happened for cars, Megapacks and Superchargers. Despite this, Tesla have generally had great Gross Margins. Unlike others, cost of producing products was intended...
  12. UkNorthampton

    Tesla sales continue downwards trend in Europe

    The cost of making Teslas in China goes down over time due to a range of reasons Efficiencies that Tesla and their suppliers introduce in a way that no other car company can do - multiple improvements every day, trialled on a few cars, tracked via digital twin, homologated via twin & rolled out...
  13. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Good question, I'm going by reports on TMC & other places. Here is one report. Newer entries on that thread indicate end of June 2024 for Berlin supplying Model Ys - not sure what percentage/trims. Might be coming from Bremerhaven port. Also delayed China ships continuing to arrive (by Red Sea...
  14. UkNorthampton

    Tesla sales continue downwards trend in Europe

    It can be. Depends on business models. Pretty obvious to many who have consulted.
  15. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Or promotion working well, production partly or wholly shifted to nearby Berlin avoiding problems with shipping having to go south of Africa.
  16. UkNorthampton

    Tesla sales continue downwards trend in Europe

    I'm assuming you're joking (mentioning for other people). The alternative is that you don't realise many Teslas are imported by ship into Southampton and it takes a while to shift them to delivery centres - especially as many ports are really struggling with various factors nowadays including a...
  17. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wonder if media coverage/FUD would change if media companies had Tesla/TSLA stock https://www.theguardian.com/media/article/2024/jun/03/uk-broadcasters-trade-ad-airtime-for-advertisers-shares
  18. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So many different BYD models, probably a legacy computer setup with modules everywhere & inability to do Over The Air updates. And @GhostSkater has described the User Interface, especially charging/navigation. And BYD are touted as Tesla's main EV competition. Which is arguably correct. Prices...
  19. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    When an EV/Tesla Youtuber is randomly upstaged by Warwick Davis - Wikipedia eating a sarnie! Warwick's Tesla Model 3 is unmodified apart from pedal extensions (as per video). Also Renault/VW joint projects abandoned. UK used EV sales increase 70% at 21 minutes - this is probably the most...
  20. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Reports of $47 for stationary, $57 for cars from one manufacturer (CATL or BYD?), so definitely a premium. I still think that Tesla at the very least have steadied supply chains. The demand for EV cells has also in my opinion been hit hard compared to projections. Before: All these other car...
  21. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree. Tesla have shaped battery-makers' actions by having something in the wings that can take over if the others drag their feet. Now that there's an oversupply, Tesla are showing themselves to be reliable customers compared to flip-flopping unreliable legacies (similar to chip shortage...
  22. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wonder if he'll be gaoled. Is it wrong to hope so? I certainly hope his minions go unpaid & the propaganda against Tesla dies down a little. I predict that another two short sellers will bite the dust soon. It always goes in threes.
  23. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apart from a few stragglers*, as far as I know all recent UK Superchargers have been V4 with V3-style power. *straggler V3 dispensers in UK - sites held up by planning - kit probably reserved nearby but only recently installed. You don't want to redo any planning or power approvals if granted...
  24. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As I replied to you in another thread, my opinion (and we can all have differing ones) is that we're between waves of growth/products/expansion and Elon/Tesla are prepped for price wars, supply chain and other risks. Competitors are clueless as to current and future risks and are trying to...
  25. UkNorthampton

    Tesla sales continue downwards trend in Europe

    As you say, a human could do anything. As more cars have Full Self Driving enabled, edge cases & stupidity reduce. It often takes two or more stupid actors to have a serious incident. When only one is human, risk reduces. https://en.wikipedia.org/wiki/Trolley_problem FSD can work faster than...
  26. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Between waves of expansion - new models expected end of 2024-start of 2025. France's Tesla Y Van would sell well in many countries. Musk is prepping for a price war. Who will be harmed? Non-Tesla for the most part. A wave of cheaper Chinese EVs will affect European manufacturers of both ICE and...
  27. UkNorthampton

    Tesla sales continue downwards trend in Europe

    So current narratives (they just get repeated, often every 3 months because of Tesla delivery wave, otherwise whenever there's a factory upgrade or shipping problem). Can't people remember all the times (over many years) that variants of these have been debunked? China sales down - extremely...
  28. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So another round of "Tesla sales collapsing" FUD is shown as nonsense (China this time, cherry picking of Faroes or Vatican next time). Meanwhile Tesla is ahead of all/most other companies in securing supply chains in case of any impact from Taiwan-related disruption. I'd argue that Elon's...
  29. UkNorthampton

    Tesla sales continue downwards trend in Europe

    People are often ruled by emotions in the short term. Longer term they conveniently forget their position. I find it very curious, as I tend to be fact-based & go to the original sources when I can. I think that those who let facebook dominate their social media are really harming themselves...
  30. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    8 out of 10 have Tesla as main EV. Milton Keynes is where VW Finance is based, so many cars for staff nationally might be registered through Milton Keynes. Not sure why Birmingham is Vauxhall unless there's something similar. For those who are unaware, Vauxhall is Opel in Rest of Europe, part...
  31. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Semantics, but poster of info may not see through the intent & manipulations of a malicious creator. So batteries not lasting long based on mobile phone experiences/EVs break bridges because someone takes an ICE and adds a battery rather than intelligent Tesla design - ignorant poster is still...
  32. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I like this promotion, even if a little too much admin required. In principle, I like straightforward things, lower costs, longer warranties - but I'm aware that many like ideas/lotteries like this
  33. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Great point. I knew "hybrids" had some utility. Last mile can be overground until there's enough demand or tunnelling supply to finish the route. Allows suburbs, airports etc to be integrated long before dedicated tunnels exist.
  34. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A lot of fear-mongering is nonsense. Just takes time to be found out. USA used Teslas selling fast. No indication nor X replies as to what is a typical "Days on Market" - but implication that for Teslas it's a low number of days. More info would be useful. "
  35. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Also, once Boring company have decent procedures & a decent machine design that's good enough for production - they can blitz it then, working tunnels in parallel. I suspect though that they'll be improving substantially for a long while yet and won't feel able to rapidly expand until much...
  36. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Hydrogen/thorium/fusion powered "huge mobility tricycle"?
  37. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Boring companies are expected by many to be cheaper than roads to build. Maintenance is far less. Surface less affected, you don't have diversions, temporary lights, chaos for months on end. Need some more capacity - add a new tunnel. Can't do that with roads unless you buy land, destroy...
  38. UkNorthampton

    Tesla sales continue downwards trend in Europe

    I'm still astonished by the ignorance. The most ignorant don't watch youtube, but instead use facebook, Daily Fail/Express etc Seems most people care more about 1) Colour 2) Shape (overly aggressive or pretty) 3) Everything else Therefore I'd like to see informational advertising, more...
  39. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Price will fall as efficiencies & battery prices improve. LFP in China is $47-57 per kWh (47 for storage, 57 for cars). Costs more for a pack, but just for cells, say 60 kWh pack - it's £2,687 for cells. How much for an engine & transmission with thousands of moving parts, warranty reserves for...
  40. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Just to point out - the Bloomberg article seems like nonsense. Top 8 groups, we have hundreds of models from many manufacturers. Often sales of these minnows are tiny, even across the whole of Europe. I saw a Fisker the other day... only one ever. From the second graph, I'd say Tesla (light...
  41. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Elon has said it's between growth phases. I can believe that. Others might not. I'm surprised by how well Tesla is doing in Europe. Germany & UK have reasons for lower sales. Honestly, try living in the UK at the moment... depressing
  42. UkNorthampton

    Tesla sales continue downwards trend in Europe

    I think Tesla will be the one to compare to, safe choice. If these 10% price cuts come to UK - then other options will be more expensive in most cases.
  43. UkNorthampton

    Tesla sales continue downwards trend in Europe

    It's recent as the last time I looked/noticed, Teslas weren't (as far as I remember) on the first page. This has been the situation for years. I think what happened was - new EV hyped - people looked, previous EV owners looked at alternatives - they often already had enough info on Tesla. I...
  44. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @hobbes updated. I'll leave this comment here as info on further speculation in media is expected, but have deleted my original
  45. UkNorthampton

    Blog Boring Company Opens Vegas Loop

    Perhaps watch the presentations? Three dimensions, avoiding surface impediments (money, planning, closures), cheap to build & maintain (weathering/potholes - my local roads are like an obstacle course). If a route gets too busy, build another tunnel while barely impacting current ones.
  46. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Seems Tesla is winning in Europe according to 2024Q1 stats which I'm surprised at because of the headwinds of parts & car logistics and other factors. Musk knew what was happening in China & he prepared both China and other Tesla teams. Norway has recently had another 10% or so price cut, maybe...
  47. UkNorthampton

    Tesla sales continue downwards trend in Europe

    Previous graph was top 8 car Brands. I switched to top 8 Groups & there's probably the answer - lots of VW/Stellantis/Hyundai brands that have near-clones. Plus so many more smaller brands than North America has. MG is a big seller but SAIC isn't in the top 8 Groups Not as rosy for Tesla, but...
  48. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not everyone has studied/passed a German-level driving test (unfortunately).
  49. UkNorthampton

    Tesla sales continue downwards trend in Europe

    You can't see through that propaganda? April (first month of quarter - always lowest). "Down 2.3% since April 2023" - that's pretty minor considering everything that's happening right now. Germany removed subsidies + resale gimmick. UK economy looking a bit ropey, transport (ships + car carrier...
  50. UkNorthampton

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think it's more of a fundamental belief of Elon's. Free trade is good, subsidies to fossils & EVs are bad, but need to kill those fossil subsidies before/same time as EV subsidies. I'd prefer if all kinds of pollution (uncapped oil wells, groundwater from flooded tanks, fracking, Nigeria's...