WetEV
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Re: Official Tesla Model 3 thread

Thu Feb 21, 2019 8:22 pm

WetEV
#49
Most everything around here is wet during the rainy season. And the rainy season is long.
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cwerdna
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Re: Official Tesla Model 3 thread

Thu Feb 21, 2019 11:11 pm

lpickup wrote: If you are an investor looking for promises, I don't think you get investing.
Sure, you cited typical boilerplate. Companies have gotten into trouble w/the SEC for making false or misleading statements.

Google for:
sec misleading statements filings site:sec.gov
sec false statements filings site:sec.gov

Investors also likely look at other publicly disclosed information outside of SEC filings such as marketing, the company's web site, Elon's and the company's social media statements, etc.
lpickup wrote: Yes, and I think you missed my point, which is nicely illustrated by that document. In 2013 for $57,400 (or $59,900 after the increase) you could get a hypothetical 40kWh vehicle. Now for that price you can get a 75kWh vehicle. Is anyone really bemoaning the fact that they can't actually get a 40kWh Model S? Or is it that they couldn't get a $57,400 vehicle (at the time)?
You're comparing apples to oranges.

The cheapest Model S now is $85K. That's a far cry from $57.4K or $59.9K.

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SageBrush
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Re: Official Tesla Model 3 thread

Fri Feb 22, 2019 12:04 am

LeftieBiker wrote: It's rather amusing to see you become Tesla's own attack dog.
It is less amusing to see you succumb to senility
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-----
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GRA
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Re: Official Tesla Model 3 thread

Tue Feb 26, 2019 7:35 pm

Direct competition for the Model 3. See viewtopic.php?f=10&t=28029

FWIW, while I've always thought the Model S had classic looks, the Model 3's never done it for me -from the side the proportions seem to be subtly off, and the view from the front always reminds me of a sitting bullfrog. It'll be interesting to see what the P2 looks like. The quality control should be better than it typically has been on Teslas. Last night I saw a Model S where the rear lights, the outboard parts of which are on the rear fender panel and the inboard parts on the hatch, made the misalignment of the hatch with the panels to the sides really obvious - the two parts of the left rear light were at noticeably different heights, and the right side, while better, was also clearly off. 1990's Kia indeed.
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

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lorenfb
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Re: Official Tesla Model 3 thread

Tue Feb 26, 2019 9:09 pm

The $35K M3 to arrive by Q2?
Although I previously stated that I anticipate the production of the Standard Model 3 to begin within the next three to five months, I expect an announcement on this matter much sooner than that. One possible date for this announcement would be March 15, the date that Elon Musk tweeted the Model Y will be unveiled. I believe that this would be the most likely date for a release because Musk is known for his flashiness and surprise announcements, like the Roadster 2.0 at the Tesla Semi Event. By announcing the Standard Model 3 production date at the Model Y event, Musk would be doing something of similar magnitude as announcing the new Roadster. Since this date is coming quite soon, I would advise taking advantage of the lower Tesla stock price and investing before the Model Y release. Upon the release of a concrete production rate, I expect the stock to rally 6% in two days, not inclusive of the previously mentioned 9%, making an investment prior to this announcement that much more lucrative. The Standard Model 3 will become Tesla’s next best-selling vehicle and move the brand into areas it never would have been able to enter before.
https://seekingalpha.com/article/424428 ... -soon?dr=1

Surely there're MNL believers, e.g. palmermd, right?
:D :D
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palmermd
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Re: Official Tesla Model 3 thread

Tue Feb 26, 2019 10:39 pm

lorenfb wrote:The $35K M3 to arrive by Q2?

https://seekingalpha.com/article/424428 ... -soon?dr=1

Surely there're MNL believers, e.g. palmermd, right?
:D :D
I do not believe much of anything from SA. Certainly not this. Personally I do not think we will see the standard range packs to be built until very late in the year (if at all this year). Tesla has their hands full delivering long and medium range vehicles world wide at this point. No point in even attempting to do these smaller packs until you figure out how to build the higher margin variants with more consistency.
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lorenfb
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Re: Official Tesla Model 3 thread

Wed Feb 27, 2019 11:03 am

palmermd wrote: Tesla has their hands full delivering long and medium range vehicles world wide at this point.
ROW deliveries in Q1/Q2 will unlikely require more than 100K of Tesla's production, i.e. per Elon's 400K total 2019 guidance.
So that's hardly a constraining factor for Tesla's not "delivering" on Elon's 2016 $35K M3 announcement three years later, right?
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sparky
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Re: Official Tesla Model 3 thread

Wed Feb 27, 2019 8:15 pm

lorenfb wrote:
palmermd wrote: Tesla has their hands full delivering long and medium range vehicles world wide at this point.
ROW deliveries in Q1/Q2 will unlikely require more than 100K of Tesla's production, i.e. per Elon's 400K total 2019 guidance.
So that's hardly a constraining factor for Tesla's not "delivering" on Elon's 2016 $35K M3 announcement three years later, right?
You pulled that 100k number from where?

lorenfb
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Re: Official Tesla Model 3 thread

Thu Feb 28, 2019 12:04 pm

sparky wrote:
lorenfb wrote:
palmermd wrote: Tesla has their hands full delivering long and medium range vehicles world wide at this point.
ROW deliveries in Q1/Q2 will unlikely require more than 100K of Tesla's production, i.e. per Elon's 400K total 2019 guidance.
So that's hardly a constraining factor for Tesla's not "delivering" on Elon's 2016 $35K M3 announcement three years later, right?
You pulled that 100k number from where?
How about:

1. Per Elon - 2019 guidance of 400K
2. Typical ROW % of total guidance, 50%
3. Assume Q1/Q2 50% of 400K guidance, 200K
4. ROW @ 50% of Q1/Q2, then ROW = 100K

But then again, who really knows what the on-going demand in the U.S. will be for the M3, and thus whether Elon can achieve 400K, right?
#1 Leaf SL MY 9/13: 74K miles, 48 Ahrs, 5.2 miles/kWh (average), Hx=70, SOH=78, L2 - 100% > 1000, temp < 95F, (DOD) > 20 Ahrs
#2 Leaf SL MY 12/18: 4.5K miles, 115 Ahrs, 5.5 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F

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EVDRIVER
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Re: Official Tesla Model 3 thread

Thu Feb 28, 2019 3:08 pm

lorenfb wrote:
sparky wrote:
lorenfb wrote:
ROW deliveries in Q1/Q2 will unlikely require more than 100K of Tesla's production, i.e. per Elon's 400K total 2019 guidance.
So that's hardly a constraining factor for Tesla's not "delivering" on Elon's 2016 $35K M3 announcement three years later, right?
You pulled that 100k number from where?
How about:

1. Per Elon - 2019 guidance of 400K
2. Typical ROW % of total guidance, 50%
3. Assume Q1/Q2 50% of 400K guidance, 200K
4. ROW @ 50% of Q1/Q2, then ROW = 100K

But then again, who really knows what the on-going demand in the U.S. will be for the M3, and thus whether Elon can achieve 400K, right?

And $35K Tesla is here with glass roof and 200 plus mile range. Should have terrible sales.

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