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SalisburySam
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Re: Official Tesla Model 3 thread

Tue Dec 31, 2019 10:25 am

^ What he said!
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goldbrick
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Re: Official Tesla Model 3 thread

Tue Dec 31, 2019 12:03 pm

I don't really like wading into the Tesla 'discussions' but I have to say....I saw an darkish metallic orange Model 3 yesterday here in Boulder and it was a good looking car. I've never seen that color before and wonder if it was a special color or repainted or ??

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EVDRIVER
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Re: Official Tesla Model 3 thread

Tue Dec 31, 2019 12:56 pm

goldbrick wrote:
Tue Dec 31, 2019 12:03 pm
I don't really like wading into the Tesla 'discussions' but I have to say....I saw an darkish metallic orange Model 3 yesterday here in Boulder and it was a good looking car. I've never seen that color before and wonder if it was a special color or repainted or ??
Probably a wrap.

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Re: Official Tesla Model 3 thread

Fri Jan 10, 2020 12:56 am

hyperionmark wrote:
Fri Oct 06, 2017 12:52 pm
And many Tesla bears only look at their car segment and forget this is now a wide base energy company. And even though their car segment is largest it is comforting to know as a shareholder how diversified they are.
cwerdna wrote:
Sat Oct 07, 2017 1:39 pm
hyperionmark wrote:Congrats...you just wasted a lot of time. I didn't even read any of that. :)
What can I say? Tesla fanboy and "cult of Elon" based upon misperceptions.

Tesla is nowhere near diversified and them buying SolarCity, a $ losing business isn't particularly helpful.
While looking at https://ir.tesla.com/node/20246/html#It ... Statements for something else, I took a look at their revenues on page 5. Automotive revenues made up nearly 85% of their revenues. Energy generation and storage was just under 6.4% of revenues.

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Oils4AsphaultOnly
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Re: Official Tesla Model 3 thread

Fri Jan 10, 2020 1:28 am

cwerdna wrote:
Fri Jan 10, 2020 12:56 am
hyperionmark wrote:
Fri Oct 06, 2017 12:52 pm
And many Tesla bears only look at their car segment and forget this is now a wide base energy company. And even though their car segment is largest it is comforting to know as a shareholder how diversified they are.
cwerdna wrote:
Sat Oct 07, 2017 1:39 pm
hyperionmark wrote:Congrats...you just wasted a lot of time. I didn't even read any of that. :)
What can I say? Tesla fanboy and "cult of Elon" based upon misperceptions.

Tesla is nowhere near diversified and them buying SolarCity, a $ losing business isn't particularly helpful.
While looking at https://ir.tesla.com/node/20246/html#It ... Statements for something else, I took a look at their revenues on page 5. Automotive revenues made up nearly 85% of their revenues. Energy generation and storage was just under 6.4% of revenues.
That's a pretty significant amount when you factor 6.4% of $7B is over $400 million in a single quarter.

It's a growing revenue stream. So don't expect billions from it yet until gigafactory Reno ramps up higher. They've been having issues hiring skilled workers - latest Panasonic earnings said they've just solved this by hiring and retraining chemical engineers in other industries to do the job.
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cwerdna
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Re: Official Tesla Model 3 thread

Fri Jan 10, 2020 2:04 am

Oils4AsphaultOnly wrote:
Fri Jan 10, 2020 1:28 am
That's a pretty significant amount when you factor 6.4% of $7B is over $400 million in a single quarter.

It's a growing revenue stream. So don't expect billions from it yet until gigafactory Reno ramps up higher. They've been having issues hiring skilled workers - latest Panasonic earnings said they've just solved this by hiring and retraining chemical engineers in other industries to do the job.
For YTD 2019 vs. 2019, per the same page, revenues are actually down slightly in that segment.

From some digging I did for a response on another forum, seems like their solar business is a disaster with MW of panels being installed per quarter or year being way down vs. their peak. At least their energy storage business is making up for that.

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salyavin
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Re: Official Tesla Model 3 thread

Fri Jan 10, 2020 1:06 pm

Maybe their solar prices are higher than other installers? There is still a nice tax credit for solar though that is stepping down. Some utilities are looking at charging for time of use so if they are approved which I suspect eventually they will be then the battery business may have increased growth for "peak shaving". If for example I stored my solar energy in a battery (which I do not have at this time) I could pull it at a popular time like 7pm or so when the sun is down in the winter and people are home from work making dinner etc. avoiding the higher time of use charge but not pulling from the grid at that time. I did hear that Xcel in Colorado applied, not sure they will be approved this time but give it time I bet they will.

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Re: Official Tesla Model 3 thread

Mon Jan 13, 2020 4:31 pm

IEVS (Bjorn Nyland):
Tesla Model 3 Is Surprisingly Good To Camp In, Even In Winter
https://insideevs.com/news/392645/tesla ... st-winter/
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Re: Official Tesla Model 3 thread

Sat Jan 18, 2020 5:08 pm

Interesting that Tesla with NEDC in Australia.

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Re: Official Tesla Model 3 thread

Tue Jan 28, 2020 9:26 am

With the Model 3 selling so well, any guesses what will become of them all when the warranty expires?

Asking because I looked at a very nice 2013 S 85 130k miles, $28k. Lots of fun to drive, excellent condition. But most of my "Tesla-enabled friends" said "run away!" (actually they all said "buy new!"). It sounds like most Tesla owners are planning to sell before the warranty expires. It also sounds like the value of a Tesla crashes when you can't get a warranty, and we're already seeing that with 6-year-old cars.

To maximize the warranty period, a new Model 3 owner could opt for the 8-year extended warranty; then sell back to Tesla before 100k miles. Tesla can resell as CPO with 2-year warranty, so the car should still have decent value. But two years and 25k miles later, the car doesn't even qualify for the 3rd-party "X-care" warranty. It sounds like those 10+ year/125k+ mile Model 3s will only be purchased by drievers who can self-insure.

So long as Tesla remains a luxury brand, then it's completely OK for the car to be expensive to maintain outside of warranty (I can get a Certified 2016 Mercedes C300 for $21k... but I wouldn't want to pay to maintain it). But Tesla is talking about making "million mile batteries," which would be pointless if nobody wants to own the car after 10 years.

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