EatsShootsandLeafs
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Re: TSLA corporate outlook

Wed Jan 23, 2019 6:49 pm

LTLFTcomposite wrote:Model Y is where it's at. Can't come soon enough.
:lol:

You can't be serious.

Model 3 was where it was at. That was going to make them profitable. Not the S. Not the X. The 3. If it's not the 3, why would it be the Y? And what's after that, maybe they finally make a pickup truck and that is the profitable vehicle, finally? Fans may tolerate them punting again but I don't see big investors making the same mistake twice.

WetEV
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Re: TSLA corporate outlook

Sun Jan 27, 2019 9:42 pm

EatsShootsandLeafs wrote:Model 3 was where it was at. That was going to make them profitable. Not the S. Not the X. The 3.


Actually, Tesla could have chosen to produce the Model S at a profit. They chose not to, but it was an option. They chose growth, and a massive investment in starting production of the Model 3.

Tesla may have not have a choice other than to try to keep making a little money producing Model 3's for a few years.
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lorenfb
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Re: TSLA corporate outlook

Mon Jan 28, 2019 11:57 pm

Saudi Arabia hedges on Tesla - FT
Jan. 28, 2019 12:10 PM ET|By: Clark Schultz, SA News Editor
Saudi Arabia's Public Investment Fund has drastically cut its exposure to Tesla (TSLA -1.6%) by hedging nearly all of its 4.9% stake, sources tell Financial Times.
State-owned PIF fired off the hedges after the market closed on January 17 with the help of JPMorgan. Shares of Tesla have dropped about 16% since the strategy was enacted.


https://seekingalpha.com/news/3426500-s ... email_link

For the Saudis, that's about $2.5B or about 50 million barrels (@ $50 per). But when you produce about 10M barrels per day, that's like
chump change to the Saudis. As most investors with TSLA in their portfolios aren't as "productive" as the Saudis, they might consider some
form of a hedge too, e.g. selling TSLA CALLs, given what might be reported next week by InsideEVs as the first month of 2019 ends.
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golfcart
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Location: Virginia Beach, VA

Re: TSLA corporate outlook

Tue Jan 29, 2019 4:56 am

I happened to be in the area so I stopped by the Richmond, VA Tesla dealership yesterday to ask some specific questions and check out the model 3 in a little more detail. I was surprised how much stock they had at the dealership ready for delivery... there must have been 20+, mostly dual motor, model 3's on the lot. I wonder if there was a big drop off in demand after the tax credit reduction or if they are just moving to more of a "cars on the lot ready for delivery" model. I don't remember ever seeing nearly that much available stock before.
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LTLFTcomposite
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Re: TSLA corporate outlook

Wed Jan 30, 2019 10:45 am

Has anyone heard if you get a software limited model S/X can it be upgraded later? How much?
LTL
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[35 months] [35K miles] [9 Bars]
2013 Volt replaced after 36 months/30k miles with ICE Rogue
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jlv
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Re: TSLA corporate outlook

Wed Jan 30, 2019 12:57 pm

LTLFTcomposite wrote:Has anyone heard if you get a software limited model S/X can it be upgraded later? How much?
They've sold the upgrade in the past (S60=>S75), so I would expect them too in the future. Based upon the advertised range, it looks like the base S/X is coming with about 92% of the battery available.
https://electrek.co/2019/01/29/tesla-la ... tery-pack/

This makes the new base car much nicer than my S75D, since it will SuperCharge at the full rate vs. the 99kW limitation on the 350V (75kWh) packs.
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dgpcolorado
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Re: TSLA corporate outlook

Wed Jan 30, 2019 1:14 pm

LTLFTcomposite wrote:Has anyone heard if you get a software limited model S/X can it be upgraded later? How much?
If it follows the pattern of previous software-locked batteries, you would be able to pay for the upgrade. I would expect the price initially to be around $8000 but in a couple of years it might drop to about $2000, if it follows the 60D to 75D pattern.

What Tesla appears to be doing is significantly lowering the price on the 100D without annoying recent buyers (too much, at least). The 310 mile range car will Supercharge just as quickly as the 335 mile range car — same battery — and the daily use range will be almost identical (it is likely that a "100%" charge will be about 92% of the battery). It appears that a longer range Model S is coming soon and this pack will then become the standard range model. For the time being, I would expect that nearly all Model S buyers will choose the 310 mile version, save for those willing to pay (a lot) extra for the performance car.
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LTLFTcomposite
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Re: TSLA corporate outlook

Wed Jan 30, 2019 2:56 pm

They still have a $9k gap to close to get to the short range model 3 so this approach wouldn't get them all the way there but IMO an "upgradeable" short range 3 could be interesting at a premium to the 35k price point. What was the short range battery supposed to be, 180 miles? As a customer I'd be more confident buying a short range if I knew I could get a do-over on the decision... also safer from a resale value perspective.
Of course it's all in the numbers.
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
2016 SV-adjacent May 2016 lost 4th bar March 2018

Zythryn
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Re: TSLA corporate outlook

Wed Jan 30, 2019 3:26 pm

Previous owner of Prius, Volt, Leaf & Model S
Current owner of Model 3
http://www.netzeromn.com

cwerdna
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Re: TSLA corporate outlook

Wed Jan 30, 2019 3:43 pm

LTLFTcomposite wrote:They still have a $9k gap to close to get to the short range model 3 so this approach wouldn't get them all the way there but IMO an "upgradeable" short range 3 could be interesting at a premium to the 35k price point. What was the short range battery supposed to be, 180 miles?

https://web.archive.org/web/20170731003 ... ations-faq said
Which features come standard with Model 3 for $35,000?
Model 3 is designed to be the safest car in its class, with 220 miles of range, and zero to 60 mph acceleration in 5.6 seconds. Standard features also include full self-driving hardware, Supercharging capability, a rear glass roof, a 15” touchscreen display, Wi-Fi and LTE internet connectivity, free over-the air software updates, full LED lighting, and an 8-year, 100,000 mile battery warranty.

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