golfcart
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Re: TSLA corporate outlook

Wed Jan 30, 2019 5:16 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? 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.


They told me the SR should have 220 miles range, a cloth interior, and no glass roof when I stopped by the Tesla dealership on Monday. She also said they did not expect it to be available before the tax credit cuts in half again on June 30th. They were really pushing the dual motor models already on the lot but that's way out of my price range.

From a strictly performance perspective, the smaller battery and lack of a glass roof should save a decent amount of weight making a M3 SR interesting with a performance package option. That said, they probably don't have a lot of incentive to make their cheaper car faster than the expensive one...
2015 S with Charge Package

cwerdna
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Re: TSLA corporate outlook

Wed Jan 30, 2019 5:39 pm

golfcart wrote:They told me the SR should have 220 miles range, a cloth interior, and no glass roof when I stopped by the Tesla dealership on Monday. She also said they did not expect it to be available before the tax credit cuts in half again on June 30th. They were really pushing the dual motor models already on the lot but that's way out of my price range.

We've been able to infer for a long time what the standard range wouldn't have by what's listed that's part of the premium package (https://3.tesla.com/model3/design#interior), which is a forced $5000 feature.

Originally, before the mid-range 3, the cheapest you could get was the LR 3, which had the $5K forced premium package and $9K forced upgrade to LR battery.

As I've mentioned many times, I do NOT want the glass roof (reports of cracks early on, concerned it'll be a money pit once the warranty is over), let alone have to pay extra for it. Cloth seats would be fine as I've never had non-cloth seats in a car I've owned or leased until this past weekend.

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cwerdna
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Re: TSLA corporate outlook

Wed Jan 30, 2019 5:44 pm

Tesla shares drop sharply after Musk announces CFO Deepak Ahuja is leaving the company — for the second time
https://finance.yahoo.com/news/musk-say ... 13332.html

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LTLFTcomposite
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Re: TSLA corporate outlook

Wed Jan 30, 2019 6:12 pm

Current models are 264 and 310 mile range so 220 makes sense for short range positioning. If people are willing to pay $35k for short range would they be willing to pay > $35k (but less than $44k) for short range that had the ability to be upgraded to mid range?

I suspect the problem with cutting out other stuff like premium seats is those things probably cost almost nothing and are pure profit for manufacturers.
LTL
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GRA
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Re: TSLA corporate outlook

Wed Jan 30, 2019 6:27 pm

LTLFTcomposite wrote:Current models are 264 and 310 mile range so 220 makes sense for short range positioning. If people are willing to pay $35k for short range would they be willing to pay > $35k (but less than $44k) for short range that had the ability to be upgraded to mid range?

I suspect the problem with cutting out other stuff like premium seats is those things probably cost almost nothing and are pure profit for manufacturers.

The thing is, while 220 miles EPA for $35k was a big deal when the Model 3 was announced, there's going to be a fair number of cars with more range and with base MSRPs not much more in that category this year, with later or no reduction of federal subsidies, so the Model 3 SR loses some of its luster (for those who've stuck with it thus far). Sure, it's faster than a lot of the competition, but the infrastructure advantage it had is rapidly narrowing thanks to EA.
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.

Leaf15
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Re: TSLA corporate outlook

Wed Jan 30, 2019 7:06 pm

GRA wrote:The thing is, while 220 miles EPA for $35k was a big deal when the Model 3 was announced, there's going to be a fair number of cars with more range and with base MSRPs not much more in that category this year, with later or no reduction of federal subsidies, so the Model 3 SR loses some of its luster (for those who've stuck with it thus far). Sure, it's faster than a lot of the competition, but the infrastructure advantage it had is rapidly narrowing thanks to EA.
Indeed, if Tesla was able to build Supercharger Network while barely selling 200,000 cars in US - nothing stopping other manufacturers to build even better network right next to Tesla as they do not own the land and all infrastructure work is mostly completed by local electric company and paid by Tesla, lol. You can see it in Maryland - public fast DC charging station are located right next to Tesla chargers and the best thing - non Tesla chargers are mostly free. I would not boast too much about Tesla superiority in charing network - it can be matched and exceeded in very short time. In our area EA already finished 150kW chargers, while Tesla keeps moving planned "coming soon" destination superchargers sites to next year, every year.
Leaf 2015 SV CPO traded for 2019 Hyundai Ionic Limited

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LTLFTcomposite
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Re: TSLA corporate outlook

Wed Jan 30, 2019 7:36 pm

I don't believe those other manufacturers will deliver those cars in any significant quantities, and the cars they do produce will be sold alongside ICEs by car salesman who don't give a f***. They will bad-mouth the EV models and they'll be shuffled to the back of the lot.

What's EA?
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
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cwerdna
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Re: TSLA corporate outlook

Wed Jan 30, 2019 8:13 pm

LTLFTcomposite wrote:What's EA?

Likely VW-funded/run Electrify America.

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Leaf15
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Re: TSLA corporate outlook

Thu Jan 31, 2019 5:15 am

LTLFTcomposite wrote:They will bad-mouth the EV models and they'll be shuffled to the back of the lot.
What's EA?
EA = Electrify America.
They did not bad mouthed EV in my case, but sure thing - EV are shuffled to the back of the lot, literally, :lol: .
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lorenfb
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Re: TSLA corporate outlook

Sat Feb 02, 2019 9:59 pm

MS/MX battery and SC evolution?

https://www.youtube.com/watch?v=uJMG01wesTs
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