sparky
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Location: SoCal

Re: TSLA corporate outlook

Tue Oct 13, 2020 3:19 pm

I'm looking forward to car delivery numbers being a footnote in TSLA corporate outlook. Looking at Battery Day, the incredible quickness of China GF, Berlin GF and Austin GF and the ways in which Tesla continues the acceleration of the "acceleration of the world's transition to sustainable energy", I'm placing bets on $1T valuation by 2025. I want it to happen because I think it will mean the planet is starting to bend the curve towards lower climate harming emissions and because no other (non-Chinese) company seems to have the vision, leadership or technical chops. I'll also share in the gains made by a company trying to create a future that doesn't suck.

GaleHawkins
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Delivery Date: 15 Oct 2019
Leaf Number: 311365
Location: Murray KY

Re: TSLA corporate outlook

Tue Oct 13, 2020 5:28 pm

Battery Day was my first one to watch live. Hopefully our new 40 kWh battery in our 2016 Leaf SL will last until the $25K Tesla is shipping. So far after 8K miles/8 months it currently dropping at a rate of 5% a year but who knows what it will do long term.

cwerdna
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Delivery Date: 28 Jul 2013
Location: SF Bay Area, CA

Re: TSLA corporate outlook

Tue Oct 13, 2020 6:36 pm

GaleHawkins wrote:
Tue Oct 13, 2020 5:28 pm
until the $25K Tesla is shipping
I doubt it'll ship in the US. If it does, it will likely be expensive versions selling first and then they'll delay and/or make it tricky to get that car, possibly including removing it from their web page or having some excuse to raise the price. Every Tesla since Model S has followed a pattern like this.

People claimed here they "can't" do that w/the 3 but they did... they started with the $49K version (viewtopic.php?p=527767#p527767). "$35K" version was delayed for ages.

Model S was originally "under $50K" after tax credit: https://web.archive.org/web/20130105035 ... e-increase. They did that even before 40 kWh S shipped: https://web.archive.org/web/20130401060 ... eed-target. Eventually, base S prices rose to $70-ish K and there's been no tax credit for awhile.

'19 Bolt Premier
'13 Leaf SV w/premium (owned)
'13 Leaf SV w/QC + LED & premium (lease over)

Please don't PM me with Leaf questions. Just post in the topic that seems most appropriate.

GaleHawkins
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Re: TSLA corporate outlook

Tue Oct 13, 2020 7:47 pm

Tesla historical builds the high versions first so there's no delays on Tesla's part per say. I may go ahead and send Tesla $25K after the first of the year.

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jlv
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Re: TSLA corporate outlook

Wed Oct 14, 2020 8:41 am

GaleHawkins wrote:
Tue Oct 13, 2020 5:28 pm
until the $25K Tesla is shipping.
If past behavior is any indication, it will likely cost $35K out the door in the configuration everyone actually wants (and the one they probably first deliver). I suspect there will be a range limited version that probably comes to $25K + $1200 delivery fee and that very few actually buy it.
LEAF '13 SL+Prem (mfg 12/13, leased 4/14, bought 5/17, sold 11/18) 34K mi, AHr 58, SOH 87%
Tesla S 75D (3/17)
Tesla X 100D (12/18)
100K 100% BEV miles since '14
ICE free since '18

frontrangeleaf
Posts: 127
Joined: Sat Aug 03, 2019 10:07 am
Delivery Date: 08 Jul 2019
Location: Denver Area

Re: TSLA corporate outlook

Wed Oct 14, 2020 10:55 am

Which makes them like every other car manufacturer ever in this regard. Not to mention plenty of other manufacturers...

There's always an offer that the dealers don't actually sell. You can special order, if you're so inclined and well enough informed, but it's de-contented to the point that you probably won't want to.

What's new about this?
Empty-nesters - NW Denver-Boulder Area

2019 Leaf SL Plus
2015 Audi Q5 TDI
2007 BMW Z4 3.0Si
2012 VW GTI

goldbrick
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Joined: Tue Aug 01, 2017 3:33 pm
Delivery Date: 01 Aug 2017
Leaf Number: 311806
Location: Boulder, CO

Re: TSLA corporate outlook

Wed Oct 14, 2020 12:47 pm

frontrangeleaf wrote:
Wed Oct 14, 2020 10:55 am
What's new about this?
Not much except for the amount of hype that it generates and how everyone says the rest of the car mfg's are sooo far behind since 'Tesla is going to ship a $25k model (insert date here)'

GaleHawkins
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Delivery Date: 15 Oct 2019
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Re: TSLA corporate outlook

Thu Oct 15, 2020 5:33 am

Tesla being the only for profit EV maker drives a lot of "HYPE".

WetEV
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Location: Near Seattle, WA

Re: TSLA corporate outlook

Thu Oct 15, 2020 7:00 am

GaleHawkins wrote:
Thu Oct 15, 2020 5:33 am
Tesla being the only for profit EV maker drives a lot of "HYPE".
Nissan has stated that LEAF has been profitable.

There is a lot of anti-Nissan "HYPE".
WetEV
#49
Most everything around here is wet during the rainy season. And the rainy season is long.
2012 Leaf SL Red (Totaled)
2014 Leaf SL Red
2019 eTron Blue

GaleHawkins
Posts: 369
Joined: Sat Oct 26, 2019 5:24 pm
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Location: Murray KY

Re: TSLA corporate outlook

Thu Oct 15, 2020 7:19 am

WetEV wrote:
Thu Oct 15, 2020 7:00 am
GaleHawkins wrote:
Thu Oct 15, 2020 5:33 am
Tesla being the only for profit EV maker drives a lot of "HYPE".
Nissan has stated that LEAF has been profitable.

There is a lot of anti-Nissan "HYPE".
Facing bankruptcy tends to do that. Remember the anti Tesla hype before they become a sure thing and the most valuable car maker in the world.

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