Tesla share price

TBC15

What’s the news on Teslas new battery, when are we going to see it?

Thrugelmir

veryintrigued said:

Thrugelmir said:

Musk must be smoking something. 
Not a stock for widows or orphans. 

Any other good tips for us?

:-)

Does Tesla now finally have competition in market place in the form of the VW ID3?   Quality German engineering vs US innovative technology.

PS. I leave tipping to the speculators. Prefer sensible observation myself to playground antics. 

Gadfium

Thrugelmir said:

veryintrigued said:

Thrugelmir said:

Musk must be smoking something. 
Not a stock for widows or orphans. 

Any other good tips for us?

:-)

Does Tesla now finally have competition in market place in the form of the VW ID3?   Quality German engineering vs US innovative technology.

PS. I leave tipping to the speculators. Prefer sensible observation myself to playground antics.

From what Ive read of the ID.3, the idea of "quality German engineering" is a fallacy.  The car has cheap quality plastics and fabrics as well as needing a dealer visit to install the software that they haven't finished coding (OTA updates cant be done until this initial update is finished) .

Look at this for an example of "quality German engineering"

This how VW installs the initial software on newly built cars. The above photo was leaked, which shows dozens of ID3 connected to laptops, assuming – incorrectly – that this is how the car software upgrade is done. However, according to German Youtuber Chris Staffehl, who had access to the area where the cars are located, what we are seeing is not the update, but the installation of the original software on the cars to be delivered.The process is slow and laborious and involves two phases: in the first – which takes seven hours to complete – the software is installed using a USB flash drive and in the second the laptop completes the installation of the software in the car

https://tekdeeps.com/this-is-how-vw-installs-the-software-on-id-3/

Gadfium

TBC15 said:

What’s the news on Teslas new battery, when are we going to see it?

Which one?

The LFP chemistry batteries are in the Made In China cars which are being currently used in their domestic market. Tesla are currently shipping Made In China cars to Europe with the first deliveries hitting ground in the next few days (the first delivery boat is currently in the Med). I'd expect these cars to have LFP batteries.

If you are talking about the new tabless 4680 cell, then that is starting manufacture in the Fremont site. These may go into the cars produced at Giga Berlin, so it'll be sometime late next year. The 4680 tabless cell with the manganese chemistry will primarily be for the Semi and Cybertruck. 4680s with LFP chemistry for Model Y and 3 (assuming both get it) may start rolling out of Shanghai early next year once they complete the MY production line that they are building in Shanghai,.

If you are referring to the new structural battery format, then that again will probably start mass production in Giga Berlin.

Gadfium

Deleted_User said:

If you compare Tesla to car companies then you may be missing the big picture
Tesla is really about self driving taxis - and as such there is no car market as nobody owns cars (her term is "transportation as a service")
Cathie Woods explains it more eloquently than me
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-tsla-ark-invest-cathie-wood

Tesla is far bigger than even that. Solar panels for a start. They are also a licensed power supplier in Australia where they recently launched the world's largest Virtual Power Plant. In the last month or two they've also been licensed as a power supplier in Germany and the UK.

Musk is also well aware that other car makers will eventually become BEV makers if they want to continue trading. He sees Tesla's future as featuring heavily in manufacturing "“Eventually, every car company will have long-range electric cars. Eventually, every company will have autonomy. But not every company will be great at manufacturing. Tesla will be absolutely head and shoulders above anyone else in manufacturing. That is our goal” https://www.teslarati.com/tesla-giga-te ... y-testing/
He wants to position Tesla as the maker of the "machine that builds the machine".

Look at what they did with the building of the Shanghai plant and what they are currently doing with Berlin and Texas. Imagine you are a car manufacturer in the future and you wanted to open a new plant. Would you build it yourself, or buy a turnkey solution from Tesla that would be up and running in a 12 month timescale?

Thrugelmir

Exporting cars from Shanghai to Europe, suggests that Tesla isn't making the expected inroads into the local Chinese market in terms of sales volume. Likewise has concerns over VW.  A long established reputable European brand.  Germans do tend to buy German. 

Gadfium

Thrugelmir said:

Tesla's car division isn't even profitable yet. Nor are tax credits going to last indefinately. 

They dont have to. And they will last for another few years with more ICE makers forced to buy them It's easy business for Tesla and it all adds to the bottom line.

Did you miss Honda signing up to buy Tesla credits earlier this month? As time progresses ICE manufacturers are going to find it increasingly hard to make cars that comply to ever stricter emissions regulations. They are going to have to buy credits to continue to operate and unless they start to make rapid changes, the forthcoming ban on new ICE sales and Euro 7 will put them out of business.

Thrugelmir

You appear to be conflating two different things. A love of all things badged Tesla and the hard nosed investment approach as to what's a fair value to buy a share of the company for.  

Gadfium

Thrugelmir said:

Exporting cars from Shanghai to Europe, suggests that Tesla isn't making the expected inroads into the local Chinese market in terms of sales volume. Likewise has concerns over VW.  A long established reputable European brand.  Germans do tend to buy German. 

They are selling load in China, but that doesn't mean that they cant serve other markets. In reality, the suggestion is just your attempt to justify your position rather than a reflection of reality. Tesla sales are dominating BEV sales in China. They are developing a new production line for Model Y and are forecasting 500,000 cares out of Shanghai next year. Giga Berlin will be onstream in probably Q3 next year (they'll start accepting orders in possibly Q1). Once Berlin is up and running then there'll be no need to ship cars from Fremont and China as Berlin can serve Europe.

regarding VW, I think that they might just survive through the massive disruption that is starting in their industry. They've committed to BEVs which and they are investing heavily in Elctrify America. Mercedes and in particular BMW and Audi's futures look a lot bleaker.

Gadfium

Thrugelmir said:

You appear to be conflating two different things. A love of all things badged Tesla and the hard nosed investment approach as to what's a fair value to buy a share of the company for.  

Not at all. if you are implying that I somehow have a "love all things badged Tesla" then you are incorrect. I personally think that I have a better grasp of what Tesla is doing compared to what your comments are displaying, but that might be perception only.

Investing in Tesla has been pretty damn profitable for me so far, and I think that the future is even brighter. Put it like this, I certainly won't be buying VAG or BMW!