Battery Electric Vehicle News / Enjoying the Transportation Revolution

ABrass

Martyn1981 wrote: »

If you simply have to have a massive SUV/truck, then it's better to be a BEV!

The HUMMER Returns As An Electric Vehicle — 1,000 Horsepower, 0–60 MPH In 3 Seconds

Years ago I suggested that a Hummvee would be perfect for an EV conversion as it's designed to haul around excessive weight. The question is is it going to be closer to the military H1 or the rubbish SUV knock off H2?

Sorry, just thought I'd reference some news to change the pace.

Martyn1981

Exiled_Tyke wrote: »

On another note, I didn't realise this had happened either and can't see the new status. I use Safari.

Hope we can get back to clean scientific fact and debate (at least for a while) and if that puts me into the status of being a member of Team Mart then I feel very honoured to be such.

Perhaps it's because I'm still using the old format that was changed 3(?)yrs ago? We had the option to stay with it, or update to the new one, perhaps, that's the reason.

What I see looking at the last post on here is:

GreatApe Old 30-01-2020, 2:46 PM
PPR

Fantastically Fervent MoneySaving Super Fan

Regarding reporting GA, Whilst I did do that about 2yrs ago when he offended pretty much all of us with his borderline rascist and religious intolerant posts about Middle eastern oil, I've had him on ignore since, as there seemed no point in responding or reporting him.

[I did engage back in the Summer, when Ken insisted we should all do so, but those discussions on nuclear policies were insane, and I went back to ignore.]

However, since he was offending people and posting inappropriately on here, I fully support anyone who felt the need to report him. As I've said before, if he was telling people tobacco was safe on a medical board then that would not be tolerated, and I don't believe misinforming people over the issue of AGW is any less important, even if Ken insists that denial opinion is as important as scientific fact.

There must be an almost infinite number of sites where people can spread lies about AGW, so I remain completely baffled as to why this small number of (IMO) angry old men want to do it here.

Be it RE, BEV's, storage etc, in my eyes it all seems to be good news, and dare I say it ... fun. Wasting time arguing over long dismissed FUD is pointless, unless you enjoy disrupting others enjoyment!

Martyn1981

Couple of interesting vids I saw yesterday, first:

one on the Porsche Taycan, and claiming a respectable 2.9miles /kWh, far higher than the shocking EPA figure. The info comes from Tom Moloughney who knows his stuff, and is based on a long trip in the US at 70mph+.

I think this is great news, as I can sing the praises of Tesla all day long, but for the environment and transport we need BEV's from all the car companies, so fears that 'even' Porsche couldn't get decent efficiency was concerning.

This Disputes Porsche Taycan's EPA Range

Martyn1981

And the second vid, and a bit of a rant. I saw this recent exchange between a Tesla Bull and Tesla Bear, but the Bear claims were 'odd' to say the least.

[For a quick bit of background, the 'Bull' is Galileo Russel, he's a vlogger and founder of Hyperchange. He's a smart, smart guy. A year or so back folk may recall that Elon got pee'd of with 'bonehead' questions from the institutional investors on an earnings call, and simply ended them and moved to questions from the retail investors, he then chatted with Gali for about 20 minutes, despite his team trying to move him on a couple of times, but said he'd stick as the questions were so good.

In the last call Elon hinted that something very big was coming up regarding batteries, but he couldn't say anything till the Battery Day, but then stressed that reatail investors had put the puzzle together - something that most people have interpreted as being Gali and his vlogs on potential battery development.]


So, back to the exchange, and here's my problem, I'm interested in BEV's and Tesla, I watch the news, read the news and try to learn, but my understanding is small, perhaps 5% of the whole picture, and therefore the real experts should know vastly more than me, but the 'Bear' was talking BS:

He claimed Tesla demand was collapsing, what based on quarter on quarter rises for years?

He then explained how the Shanghai factory production was far more than Chinese demand for TM3's based on Dec and Jan sales. Again I'm no expert, but I know that sales have fallen because they've announced cheaper (import tax free) Chinese made TM3's are about to be sold. So Chinese demand should be based on sales prior to the announcement and bumped up to reflect lower prices, not the most recent reduced sales.

It's all this ridiculous FUD that drove me to buy shares back in June as an act of rebellion against lies and bonehead comments.

The vid attached is an excellent response to / reaction to the exchange, and explains why the 'Bears' claims are ridiculous. Not for everyone (possibly anyone) but I thought the package gives a good insight into the difference between a knowledgable person who's done no end of research on the subject, and someone who just hopes to trick with lots of cherry picked data, an expensive suit and possibly an agenda:

Tesla Bull vs Bear Debate (reaction video)

1961Nick

JKenH wrote: »

Seriously, GA has been banned because among other offences he was ”arguing without the provision of source links to inform discussion were provided”?

You seem very well informed. Are you a member of the admin team?

Moderators don't go round looking for members to ban ... someone shopped him or more likely it was a coordinated effort.

JKenH

Martyn1981 wrote: »

And the second vid, and a bit of a rant. I saw this recent exchange between a Tesla Bull and Tesla Bear, but the Bear claims were 'odd' to say the least.

[For a quick bit of background, the 'Bull' is Galileo Russel, he's a vlogger and founder of Hyperchange. He's a smart, smart guy. A year or so back folk may recall that Elon got pee'd of with 'bonehead' questions from the institutional investors on an earnings call, and simply ended them and moved to questions from the retail investors, he then chatted with Gali for about 20 minutes, despite his team trying to move him on a couple of times, but said he'd stick as the questions were so good.

In the last call Elon hinted that something very big was coming up regarding batteries, but he couldn't say anything till the Battery Day, but then stressed that reatail investors had put the puzzle together - something that most people have interpreted as being Gali and his vlogs on potential battery development.]


So, back to the exchange, and here's my problem, I'm interested in BEV's and Tesla, I watch the news, read the news and try to learn, but my understanding is small, perhaps 5% of the whole picture, and therefore the real experts should know vastly more than me, but the 'Bear' was talking BS:

He claimed Tesla demand was collapsing, what based on quarter on quarter rises for years?

He then explained how the Shanghai factory production was far more than Chinese demand for TM3's based on Dec and Jan sales. Again I'm no expert, but I know that sales have fallen because they've announced cheaper (import tax free) Chinese made TM3's are about to be sold. So Chinese demand should be based on sales prior to the announcement and bumped up to reflect lower prices, not the most recent reduced sales.

It's all this ridiculous FUD that drove me to buy shares back in June as an act of rebellion against lies and bonehead comments.

The vid attached is an excellent response to / reaction to the exchange, and explains why the 'Bears' claims are ridiculous. Not for everyone (possibly anyone) but I thought the package gives a good insight into the difference between a knowledgable person who's done no end of research on the subject, and someone who just hopes to trick with lots of cherry picked data, an expensive suit and possibly an agenda:

Tesla Bull vs Bear Debate (reaction video)

I would worry if anyone relied on YouTube videos for investment advice.

It is quite hard to form an opinion on Tesla because people are so divided on its future. Tesla is different and is breaking all the analysts rules.

If you look at it as a conventional auto maker it is over priced. If you look at it as a tech company it is a bargain. Arguments can be made on both sides and the gap between the two methods of valuation is impossible to bridge.

Then there are those who have vested interests attempting to manipulate the stock price. On top of that there are retail investors who have bought Tesla not because of what the analysts are telling them but because they believe in what Elon Musk is doing. Then there are those out to make a quick buck.

When you have a mix like this fundamentals go out the window, market sentiment takes over. Tesla although being a relatively small player in volume terms now is the second most highly valued auto maker in the world.

We just don’t know what the future will be in 2 or 3 years time when Tesla grow in size and other manufacturers have the capacity to manufacture EVs in huge volumes. How will the markets, (the institutional investors) value Tesla then; will it still be as a tech company or an auto maker? Tesla appear to be able to develop products faster than other auto makers and may retain that edge which would seem to suggest that they will for a long time command a higher P/E ratio than the traditional auto makers but how much higher? Tech company higher?

Just what the price should be now or next month though is anybody’s guess.

EricMears

1961Nick wrote: »

Moderators don't go round looking for members to ban ... someone shopped him or more likely it was a coordinated effort.

I really wouldn't be surprised if 'he' (using a spare ID) had reported 'himself' !

I've missed some of his posts (hopefully a lot) but from those requoted I got the impression that he regarded any sort of controversy as desirable - so what could be better than having people discuss his banning. :rotfl:

joefizz

JKenH wrote: »

Just what the price should be now or next month though is anybody’s guess.

Hmmm. Prescient. Perhaps.



A lot will depend on what happens with coronavirus as Tesla is driven by sentiment, not fundamentals. Look back through forum posts and its china this, china that, capex, socom, exif, radar.. ok maybe not the last 3.
China is supposed to return from new year break tomorrow... lets see how that goes...
Ive done business in China, Ive been to China a couple of times, including once stupidly going out of Hong Kong on a day trip on what is effectively today (last day of the holidays). I found myself queuing up to pay a stupid amount of money to get the last helicopter flight back to Hong Kong as I hadnt booked a reserved seat on the fast ferry. Im too young to remember the fall of saigon but any disaster movie scene where millions attempt to get any form of transport out of a place and you get the idea.


Dont underestimate what any restrictions or extension of the holiday will do. I certainly wont be ordering any chinese components for a while (and havent done for 2 weeks - but again CNY so no point).


I had a discussion with one of my Tesla owning mates over Christmas and whilst we agreed on most of the analysis he said I sounded a lot like the teslaq people. Id never heard of it, although Im not really surprised its a thing, but like everything else its just noise.


As for youtube and investing, youtube is a great source for data and real life reports, its pretty !!!! for analysis. Theres enough coming out about the various tesla factories if you know where to look, well away from the fan bois and the teslaq nuts.


Jim Cramer has just backed tesla to the hilt so Id expect them to go to zero by the summer ;-) (sounds as bullish as he did with bear stearns...)


I posted before about the new models coming online this year and already there has been a slew. Even looking at Teslas own figures, the model 3 sales killed the S and X effectively - well if you have to own a tesla you may as well own a cheaper one, or maybe they just reached their saturation points.
Same thing will happen with the Y which is why they group Y and 3 together for future predictions.


Last month I bought an all round camera system for my camper for less than 100 quid. Must remember to disinfect it ;-) I can put face recognition on the feeds already.....


This isnt just a Tesla comment but any particularly tech company that relies on Chinese sales or chinese supply (which is all of them). Will be interesting to see how this plays out when the markets open again. You can be sure China will do whatever it can to give the impression all is well.

ABrass

Even looking at Teslas own figures, the model 3 sales killed the S and X effectively - well if you have to own a tesla you may as well own a cheaper one, or maybe they just reached their saturation points.
Same thing will happen with the Y which is why they group Y and 3 together for future predictions.

Not entirely. The model 3 and Y share so many parts and manufacturing kit that you can build them on the same line. That's why they group them together. If they get loads of orders for nice profitable high end Model Y then they'll build those rather than lower margin model 3s. It will be a direct one for one change, until the newer lines are set up so they can provide more of either/both. That's not the Y cannibalising the sales of the 3. It'll take years to know if that happens when and if supply ever outstrips demand.

As for killing the model S and X sales, that isn't backed up by any numbers I've seen.

1961Nick

EricMears wrote: »

I really wouldn't be surprised if 'he' (using a spare ID) had reported 'himself' !

I've missed some of his posts (hopefully a lot) but from those requoted I got the impression that he regarded any sort of controversy as desirable - so what could be better than having people discuss his banning. :rotfl:

The "hybrid" posts were getting very monotonous, but he argued his point well & was generally courteous despite intense provocation.