GRA
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Re: TSLA corporate outlook

Wed Aug 30, 2017 5:47 pm

Via IEVS:
Tesla Reduces Price Of Model S, X 100D, P100D
http://insideevs.com/tesla-slashes-pric ... 00d-p100d/

The automaker says it was able to achieve efficiencies on these high-line versions and is now passing on some modest discounts to buyers.

The price drop breakdown is detailed below:

    Model S 100D price drops $3,500 from $97,500 to $94,000
    Model S P100D with Ludicrous sees $5,000 price reduction. Now starts at $135,000
    Tesla Model X 100D price cut of $3,500. Starts at $96,000
    Model X P100D with Ludicrous price slashed by $5,000. Starts at $140,000. . . .
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].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

lorenfb
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Re: TSLA corporate outlook

Wed Aug 30, 2017 10:46 pm

GRA wrote:Via IEVS:
Tesla Reduces Price Of Model S, X 100D, P100D
http://insideevs.com/tesla-slashes-pric ... 00d-p100d/

The automaker says it was able to achieve efficiencies on these high-line versions and is now passing on some modest discounts to buyers.



The benevolence that emanates from Elon is overwhelming, isn't it? Couldn't be that sales are declining and the 2017
guidance (110K units) might not be achieved. Also, who cares if losses increase more, the shareholders are typically
indifferent to losses anyway.

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LTLFTcomposite
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Re: TSLA corporate outlook

Thu Aug 31, 2017 12:41 pm

^ ...or they just determined they can sell more and make more by cutting the price a bit.
LTL
White 2012 SV delivered 10 Dec 2011 returned 25 Nov 2014 replaced with stopgap ICE Sentra
[35 months] [35K miles] [9 Bars]
2013 Volt replaced after 36 months/30k miles with ICE Rogue

GRA
Posts: 7221
Joined: Mon Sep 19, 2011 1:49 pm
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Re: TSLA corporate outlook

Thu Aug 31, 2017 4:52 pm

For those who care, a discussion which advances/critiques the hypotheses of both lorenfb and LTLFTcomposite can be found in the comments of the IEVS article I linked to above.
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].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

lorenfb
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Re: TSLA corporate outlook

Fri Sep 01, 2017 8:54 am

Another month of mis-reporting by InsideEVs http://insideevs.com/monthly-plug-in-sales-scorecard/ on Tesla:

1. Tesla reported 1st half of 2017 sales at 47K. Using InsideEVs numbers and about 60% U.S., the InsideEVs data
indicated 1st half of 2017 at about 35K.
2. Using the latest InsideEVs data YTD U.S. numbers for both S & X and a 60% U.S. distribution, InsideEVs' estimate
for total WW YTD thru 8/2017 as about 45K. Using Tesla's data which indicates about an average run rate of about
8K per month for both S & X, the actual YTD total should be about 60K.

Bottom line: InsideEVs' data for tracking Tesla is unreliable!

lorenfb
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Re: TSLA corporate outlook

Fri Sep 01, 2017 9:05 am

GRA wrote:For those who care, a discussion which advances/critiques the hypotheses of both lorenfb and LTLFTcomposite can be found in the comments of the IEVS article I linked to above.


Since Tesla products are basically inelastic, the effect (essentially zero) is explained here;

http://www.google.com/search?hl=en&source=hp&biw=&bih=&q=inelastic+demand&gbv=2&oq=inelastic&gs_l=heirloom-hp.1.0.0l10.7561.11439.0.15027.9.3.0.0.0.0.2520.4694.6-1j1j0j1.3.0....0...1.1.34.heirloom-hp..7.2.3355.W60ktB_KBwQ

GRA
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Re: TSLA corporate outlook

Fri Sep 01, 2017 4:29 pm

Via ABG:
U.S. labor board files complaint against Tesla over worker rights
Workers have to sign an agreement not to publicly discuss their working conditions
https://www.autoblog.com/2017/09/01/nlr ... er-rights/

The U.S. agency in charge of enforcing labor law on Thursday filed a complaint against electric carmaker Tesla, saying it found merit to workers' complaints about unfair labor practices.

According to the National Labor Relations Board complaint, Tesla violated workers' rights by requiring them to sign a confidentiality agreement that could bar them from talking about their working conditions and safety issues at the company's facility in Fremont, Calif.

The agency also investigated charges by the workers that Tesla intimidated and harassed them and violated workers' rights under federal labor law.

Tesla has denied the allegations. It hired a new head of human resources in May to deal with its working-conditions controversy. Founder Elon Musk has said that he views unions as bad for Tesla and has accused the UAW and traditional automakers of conspiring against him. He has disputed allegations of poor working conditions. But he has also warned of "at least six months of manufacturing hell" as production of the Model 3 ramps up.

The company must respond to the charges by Sept. 14. The NLRB has scheduled a hearing for Nov. 14 before an administrative law judge in Oakland. . . .

The workers said Tesla made them sign a document that they may face termination or criminal prosecution for speaking publicly, or to the media, about anything they observed at work or their working conditions, NLRB said.

If such a document exists, Tesla's going to lose this one (and deserves to).
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].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

Zythryn
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Re: TSLA corporate outlook

Fri Sep 01, 2017 4:42 pm

GRA wrote:Via ABG:
U.S. labor board files complaint against Tesla over worker rights
Workers have to sign an agreement not to publicly discuss their working conditions
https://www.autoblog.com/2017/09/01/nlr ... er-rights/

The U.S. agency in charge of enforcing labor law on Thursday filed a complaint against electric carmaker Tesla, saying it found merit to workers' complaints about unfair labor practices.

According to the National Labor Relations Board complaint, Tesla violated workers' rights by requiring them to sign a confidentiality agreement that could bar them from talking about their working conditions and safety issues at the company's facility in Fremont, Calif.

The agency also investigated charges by the workers that Tesla intimidated and harassed them and violated workers' rights under federal labor law.

Tesla has denied the allegations. It hired a new head of human resources in May to deal with its working-conditions controversy. Founder Elon Musk has said that he views unions as bad for Tesla and has accused the UAW and traditional automakers of conspiring against him. He has disputed allegations of poor working conditions. But he has also warned of "at least six months of manufacturing hell" as production of the Model 3 ramps up.

The company must respond to the charges by Sept. 14. The NLRB has scheduled a hearing for Nov. 14 before an administrative law judge in Oakland. . . .

The workers said Tesla made them sign a document that they may face termination or criminal prosecution for speaking publicly, or to the media, about anything they observed at work or their working conditions, NLRB said.

If such a document exists, Tesla's going to lose this one (and deserves to).


Agreed.
Previous owner of Prius, Volt & Leaf
Current owner of Model S
http://www.netzeromn.com

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LTLFTcomposite
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Re: TSLA corporate outlook

Sat Sep 02, 2017 9:18 am

Is it any wonder just about everyone has moved manufacturing to China.
LTL
White 2012 SV delivered 10 Dec 2011 returned 25 Nov 2014 replaced with stopgap ICE Sentra
[35 months] [35K miles] [9 Bars]
2013 Volt replaced after 36 months/30k miles with ICE Rogue

GRA
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Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Sat Sep 02, 2017 1:48 pm

LTLFTcomposite wrote:Is it any wonder just about everyone has moved manufacturing to China.

Yes, saves them the cost of paper they don't need to have their employees sign - they just fire them and/or have them arrested/beaten up without all the hassle, and no need to worry about safety, 8 hour days/forty hour weeks with overtime pay for anything beyond that, limited mandatory overtime, having to allow for and pay vacations, holidays, sick leave, health care, disability insurance or any other of those pesky quality-of-life issues. Why, the west simply hasn't been able to compete ever since mine owners could no longer employ children as young as five, 10 or more hours a day. Oh, the decadence . . .

[url]http://www.motherjones.com/environment/2015/10/kids-coal-mines-lewis-hines-photos/
[/url]
Note, the above was in the U.S. in the 20th century, not the U.K. 100 years previously, when even younger children worked longer hours in worse conditions: https://museum.wales/2191/

Then there was the 1911 Triangle shirtwaist factory fire, which killed 146: https://en.wikipedia.org/wiki/Triangle_Shirtwaist_Factory_fire

In addition to China, among others Bangladesh has managed to keep garment factory safety standards at a more reasonable, century-old level, and it's no wonder that Walmart has moved much of their production to such countries: https://en.wikipedia.org/wiki/2012_Dhaka_fire

even if the confirmed death toll was only 117 - I'm sure they can manage to beat our record if they try a little harder.
Last edited by GRA on Sun Sep 03, 2017 4:18 pm, edited 4 times in total.
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].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

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