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Reilly
Mountain climber
The Other Monrovia- CA
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You reading comprehension challenged types are so gullible, not to mention humourless.
You do have my sincerest pity.
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MikeL
Social climber
Southern Arizona
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That would be one of the most impressive market share grabs in history. According to the graph, Tesla’s share went from, what . . . 4% to 30% in 6 months. Wow!
Reservations are not sales. The graph is not lying, but it’s hardly telling the truth.
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tooth
Trad climber
B.C.
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Jun 10, 2018 - 04:54am PT
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Those aren’t reservations. They are US deliveries. You really don’t know that they are building and delivering almost 5000/week now? Most are coming up here to Canada right now do they don’t pass the 200,000 mark this month and trigger a 50% reduction in the federal tax credit for you Americans. If you wait till July 1 the reduction kicks in December 31 instead of June 30/October31 scenario which means thousands of Americans missing out on the tax credit. Once they turn off the Canada deliveries in July you will see the red line on that graph spike even more.
If it were a reservations graph, there wouldn't be any other manufacturers on there, since they aren't taking reservations, just orders painfully negotiated at a dealership. Plus, the red line would be much higher, 450,000 reservations and growing. This business model of having all that demand means all the supply will be sold, no 2017's left sitting on lots like with the i3, Leaf, Bolt, etc.
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A Essex
climber
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Jun 10, 2018 - 05:47am PT
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Trumpo will heavily tax and effectively ban electric vehicles
mark my words
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tooth
Trad climber
B.C.
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Jun 10, 2018 - 06:15am PT
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tooth
Trad climber
B.C.
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Jun 10, 2018 - 07:20am PT
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The fact that Ford and GM haven't gone into the electric segment in any meaningful way for automakers that large tells you something. The fact that 10 years ago Elon put together a 10-year plan, and now has part 2 out, hitting all the goals along the way tells you something. The fact that there is a crossover and then truck coming up next in the lineup tells you the rest of the story.
Taking any one piece of the pie out of the story tells you something, but an incomplete part of the puzzle.
An interesting comment on the price... my monthly budget hasn't changed after switching from payments and fuel and insurance on a Tundra to payments and fuel and insurance on a Model X. The fuel part offsets the payments part. The insurance is the same. I figure giving an American company money for their auto is the tradeoff I have to suffer if I can't give Saudi's money for their oil.
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August West
Trad climber
Where the wind blows strange
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Jun 10, 2018 - 02:33pm PT
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Those aren’t reservations. They are US deliveries. You really don’t know that they are building and delivering almost 5000/week now?
And based on Tesla history, those Model 3s will have more recalls than all the other vehicles you showed on that graph combined.
They are, at most, delivering 5000 prototypes a week.
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tooth
Trad climber
B.C.
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Jun 10, 2018 - 02:45pm PT
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Not from what I have experienced. But certainly the story according to the hyped media to fool the unaware.
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tooth
Trad climber
B.C.
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Jun 13, 2018 - 08:49am PT
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True to Elon’s tweet, shorts have lost about two billion so far this month on $TSLA.
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MikeL
Social climber
Southern Arizona
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Jun 13, 2018 - 07:45pm PT
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Tooth: Taking any one piece of the pie out of the story tells you something, but an incomplete part of the puzzle.
Let's look at that.
You did notice, didn't you, that the category presented is almost entirely "electric vehicles?" It's a niche. (It's been made clear from the beginning, that Musk will not make hybrids, which has much better economics, production economies, and surer technologies.) Electric passenger vehicles has been a niche for the last 15 years.
BTW, My research from industry trade rags indicated the claimed sales were reservations. Perhaps you have a more compelling source than Tesla itself.
I applaud innovation when I see it. But in corporate enterprise, it's a two-step dance. One, new product innovation. Two, innovation in production, otherwise called commercialization. The second one is waaayyyy harder. Trust me on this one.
As I think I said above, scale will determine a winner in a heavy capital intensive industry. I grant you that Tesla may be winning in his niche, but until he achieves the kinds of economies developed by truly innovative production capabilities (think Toyota about 15-20 years ago), Tesla will remain a niche player and not be able to become a dominant player in the industry.
There is a long list of one-off innovators who were impressively successful, but very very few who did it twice in a row. Musk is attempting what they would call in hockey a hat trick.
Be well.
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MikeL
Social climber
Southern Arizona
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Jun 13, 2018 - 10:24pm PT
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Yes! In most ways, we all want the company to succeed.
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couchmaster
climber
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Jun 15, 2018 - 03:39pm PT
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Elon Musk news I didn't see posted. Some of it's almost a month old but here ya are:
After ripping the dishonest media on Twitter, Musk said he was going to start a web site to keep a scorecard on truthful vs untruthful reporters and news sites. He was going to call it Pravda but it turned out some Russian folks had that site. He was happy to find that PravDUH was available, so look for Pravduh coming up.
Next: The Boring Company ran into issues on shipping the Flamethrowers noted upthread but deftly renamed them so as to not run a fowl of the law. The newly renamed "NOT A FLAMETHROWER" is now shipping. So look for those to show up at your homes soon kids, and remember, they don't ship with fire extinguishers. The "overpriced" (Musk's exact wording) Boring Company fire extinguishers are available at extra $$$.
Lastly: the name for the Tunnel Boring machine has been determined. The newly named machine, called Godot, (LOL! crap - this stuff is all so funny) is hard at work. https://cleantechnica.com/2017/05/13/elon-musks-boring-machine-electric-sled/
There's a video of the sled which they expect to carry cars at 125 mph underneath cities which is pretty good. Don't watch it if you have seizures. https://www.instagram.com/p/BT_itC8h0Cx/?utm_source=ig_embed
...a fowl...heh...
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Reilly
Mountain climber
The Other Monrovia- CA
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Jun 15, 2018 - 04:19pm PT
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On BBC I heard them talking about the Chicago hole. At its peak it would handle 2000 bodies/hour which is what a decent subway handles in a few minutes. It’s just that subways are for proles and punters and fancy schmancy E ticket tubes are for toffs. I just don’t get why all you pinko proles think it is so swell.
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Reilly
Mountain climber
The Other Monrovia- CA
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Jun 15, 2018 - 06:06pm PT
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Хорошо! I’m gonna invest in the new electric Zhiguli!
BTW, FYI, I’ve plenty of TSLA stock, I live to yank yer chain. You knew that, right?
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Majid_S
Mountain climber
Karkoekstan, Former USSR
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Jun 15, 2018 - 09:50pm PT
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1000 Tesla employees got emails at 1 Am in the morning to participate in a online meeting, at 8Am the next day, security removed their badges and and let go.
There 155 electric car company of some sort now in silicon valley working on the next cheap electric car and 80% are from China
Tesla will be filling chap 11
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Ksolem
Trad climber
Monrovia, California
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Jun 16, 2018 - 10:24am PT
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Musk has positioned Tesla as a growth company, but he just had to lay off 9% of his employees. That, and the company is having problems with their fundamental task: building cars. Today car makers are enjoying a boom while Tesla is shrinking. I think we're about to see the ideals of the tech world collide head on with the realities of the car making world.
You know the old adage, buy low sell high? Now might be the time to do the latter.
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August West
Trad climber
Where the wind blows strange
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Jun 16, 2018 - 12:09pm PT
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Tesla will be filling chap 11
It is certainly possible Musk runs it into chap 11. I still think it would be a better move to sell it to another car maker before it got to that point. Musk would probably only do that if investors really forced him to, but that could happen.
And even though I think the odds are against him, I don't rule out the possibility that Tesla gets through this rough patch and some day becomes a profitable company.
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Reilly
Mountain climber
The Other Monrovia- CA
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Jun 16, 2018 - 06:12pm PT
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It is certainly possible Musk runs it into chap 11
Possible?
If you retards ever read my posts (and anything else other than The Daily Worker) you would recall that not long ago I posted Tesla’s Altman Z-Score, a respected and quite reliable measure of a firm’s liklihood to go bankrupt. Solvent firms run in the mid to high 4’s. Anything less than 3 is cause for grave concern. Below 1.8 and it’s time to call the undertaker. Tesla’s, as of only a few week’s ago, was 1.3!!!!! Glowing press releases and Chairman Musk rants ain’t gonna fix that.
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tooth
Trad climber
B.C.
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Jun 16, 2018 - 09:58pm PT
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17,000 cars burn each year in the US but one Tesla makes the news. 17,000 climbers summit a route each year but one rope soloing couple falls off el Cap and my mom freaks out that I’m headed out climbing since that’s all the news talks about. Even though a gas car burns four times more often than a battery car and a newb raps off his rope more often than those of us who have been climbing for 20+ years.
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Reilly
Mountain climber
The Other Monrovia- CA
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Jun 17, 2018 - 04:15am PT
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Moose, I suspect he is hoping you don’t suffer unduly from yer recto-cranial infarction.
The man is trying to tackle some of the biggest problems of our times. Going to Mars is a problem? It’s not even a First World problem! And please don’t disillusion me by telling us you think his elitist subterranean white elephant benefits anything remotely close to the majority of us. And the problem of building cars economically is only a problem for him, and his crankloon kool-aid drinking investors.
BTW, I think I erred in saying I have much TSLA stock. I sold most of my funds with it quite a while ago and put the money into bonds. I’m sure I still have some but I haven’t bothered to look.
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