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

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No, I didn't see this coming, other than in the generalized "world domination" way. But I can't say that it hertz.

There has been one poster - @mongo - mentioning that the seeming discount at $42K might be at least in part were Hertz to handle the transport. That makes more sense than at first glance: Hertz has an enormous fleet of car haulers - probably the largest there is outside companies whose only business is such.

On edit: so far I've not been able to locate specifics on fleet sizes, but the largest car hauler specialists I've been able to find seem to be moving on the order of 120,000 vehicles per year - that would put Hertz in the same league. I did also see reference, though to hertz also using outside haulers - a specific instance was when, in truly short-sighted, business-crumbling fashion, Hertz & Enterprise moved 30,000 of their fleets out of Florida to Atlanta Motor Speedway in reaction to the pandemic.
Delivery is one thing. There are several others, but I'm dusting off ancient knowledge that may still apply. The largest firms tend to do their own delivery prep, warranty service, licensing, repair work, including collision and also have active resale operations. Depending on the countries involved those practices do vary.

For this one the charging infrastructure probably has a substantial amount of airport parking for privately owned vehicles, although the parking arrangements vary dramatically by location. There will be some serious experimentation by the new Hertz owners, including extended test drives, provision of Tesla service loaner cars and more.

An unconfirmed rumor passed to me from a colleague in France suggest that Sixt may be working on a deal also. traditionally Sixt has been quite German manufacturer oriented, but that has been changing as Sixt extends it's reach. He also claims there si great interest in building BEV car rental throughout the Mediterranean islands and coastal areas. He further claims that Morocco, Sicily and Corsica are all about to have substantial BEV fleets, with Tesla in the running for all of them. If true that is likely to, according to him, have everything from Zoe, Fiat 500e to Tesla.

That last paragraph does sound plausible not least because Tesla already has Superchargers operational in Sardinia, Sicily and Morocco and pretty much overs the mainland Europe coastal tourist areas. The quickest and easiest way for Tesla to achieve scale in those areas will be through the rental firms. Until many fo them failed during the pandemic, there has been restructuring with fleet selloff almost worldwide. Thus fleet rebuild now will tend towards BEV's due to cost structures and also availability.

Until today I never expected this to be a major deal for Tesla anytime soon. Now the world has turned upside down. I thought my French friend was delusional. Now I think he was just prescient.
 
FYI, I'm in the process of changing my rental from National to Hertz for a trip in a few weeks. This is the landing page now.
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LOL. Resistence at $950 in the Pre-Market; Already 1.13M shares traded by 8:10 E.T.

View attachment 725430

Shortzes are capitulating: 'Run, Duck, and Cover'. MMs fighting a desperate Rear-Guard Action with Patton's 3rd Army in the assault. Casualities are mounting, resistance is flailing. A new day is dawning. Forward!

IMO. ;)
HA! Patton was severely range-limited due to a lack of fossil fuel. Speaking of which...when is the military going to go electric? Talk about a Stock Price POP!
 
Excited to finally have a rental option that is not a Chevy Aveo or other death mobile.

I do wonder if any part of the deal is dependent upon successful "completion" of FSD or any component.

Update on my solar project being installed: They do not have the Powerwalls today as they are awaiting a shipment, so they tried to sell me on the previous model with an external inverter. Curious how long I will be waiting for that. And in other news my MYP that I have on order to replace my totaled MY was actually pulled forward from Jan/Feb to Nov/December which is exciting.
 
I’m betting the Hertz Teslas will have a unique software build.

Before Covid, I routinely made 5-hour flights with a car rental (Hertz as chance would have it) waiting at the end.

The only thing I wanted to do was get to my hotel, unpack, and plant my butt on a barstool. I did NOT want to:
1) figure out where the trunk release was
2) figure out how to adjust the mirrors
3) figure out how to adjust the wheel
4) figure out how to adjust the seats
5) figure out how to get to the hotel

What I’d want to see is a mini-menu pop up immediately with all the adjustments and input for the hotel. Boom, boom, boom - car adjusted, route displayed.
 
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And.... Facebook is now in the rear view mirror!!!

Hoho, yeah, it's good. But TSLA stock is like the 'Keeling Curve', in that it has a predictable annual cycle, with a dip each Spring and a high in Autumn:

600px-Mauna_Loa_CO2_monthly_mean_concentration.svg.png


So let's wait to see where we are in March before we declare FB in the rear-view mirror. We passed them briefly in Jan 2021 as well, but its really just a matter of time before the dips are higher than the previous ATH peak... :D

Cheers!
 
Sorry if already posted

During a media roundtable, Panasonic unveiled today a prototype of its upcoming new, high-capacity cylindrical lithium-ion battery: the 4680-type (a diameter of 46 mm and height of 80 mm).

This is a new type of battery on which the company has been working, at least since Tesla officially announced the new form factor in September 2020.

With the 4680's improved specs and lower costs, Panasonic would like to enter a new phase of its automotive battery business and already hinted at a willingness to investment in the project
 
Indeed !

About 12-years for the first million, and just over 2-years for the second million.
View attachment 724948
Nice!

Doubling cumulative production is significant for Wright's law, which would expect about a 15% reduction in total manufacturing cost.

Also not that vehicles per station and per connector has grown about 30% over the last two years. While there are particular stations that are lacking connector capacity, the overall trend it toward greater network efficiency. Tesla has to spend less Supercharge capex per car sold to satisfy demand for Supercharger access, as asset utilization goes up.

Tesla is reaching a scale that gives them substantial cost advantages. Cheers!
 
FYI, I'm in the process of changing my rental from National to Hertz for a trip in a few weeks. This is the landing page now.
Only in the U.S., and not in Canada yet. And only Model 3. But when I clicked on "Book Now", nothing happens. Guess Hertz is counting the number of clicks to determine how much they can charge. I tried to rent a M3 in Iceland three weeks ago. It was 350EU/day including zero deductible insurance. Hopefully it is less than that in the U.S.


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