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OT: Electric vehicles

Data = worship. Got it
C'mon, it's like you think we can't actually read what you wrote. Here it is:

Total Q1 vehicle sales:
GM 1.4 million
Ford 966 k
Tesla 310 k

Total Q1 net income
GM $2.9B
Ford $3.1B
Tesla $3.3B

These #s should be eye opening. The way things are going, Tesla's bottom line income will be greater than Ford and GM combined sometime in 2023. So, is Tesla overvalued? I guess you have to ask yourself: Does the EV revolution maintain its momentum through the decade and beyond? Who is best positioned for rapid growth to meet that demand? And keep in mind, we are yet to see if any other auto maker can produce profitable EVs at scale.

Another factor to consider: Tesla has plenty of growth potential in other sectors that traditional autos do not. Energy generation, energy storage, artificial intelligence, robotics, insurance, + future products. These areas have HUGE growth potential.

The first part is where you list data. The last two paragraphs is you worshiping Tesla with your optimistic predictions for the future.

To be fair, the tweet to which you responded had nothing to do with vehicles of any kind and would probably have been a better fit for the stocks/investment thread than a thread about electric vehicles. So you got triggered by it and had to leap to the defense of a car company.

Given how well Tesla is doing, I fail to see the need for such defensiveness. But whatever. The tweet was provocative and you got provoked (aka, you threw a "hissy fit" to borrow your loose use of the term).
 

If you've been paying any attention, you know that the car market, both new and used, is wild right now. But which car, truck and minivan models are the absolute hottest? ISeeCars.com took a look at how fast cars sell from the time they're put on sale to when they're purchased. We've gathered up the top ten of the new cars and the top ten used models, here. Each list gives the model followed by the average number of days each one is on the market.

New

  1. Honda CR-V: 7.6
  2. Genesis GV70: 12.2
  3. Lexus RX 350: 13
  4. Toyota Highlander: 13.6
  5. Toyota Camry: 15.1
  6. Toyota RAV4 Hybrid: 15.3
  7. Ford Maverick Hybrid: 15.5
  8. Subaru Forester: 17
  9. Toyota Tacoma: 17.6
  10. Subaru Crosstrek: 17.7
Most of these vehicles are perennial high sellers. And, as ISeeCars Executive Analyst Karl Brauer notes, they're all facing quite low inventories. The Ford Maverick, in fact, has had orders closed for this model year. As such, anything on dealer lots is likely to be snapped up quickly.

Used

  1. Tesla Model X: 28
  2. Honda Insight: 28.9
  3. Hyundai Ioniq Hybrid: 29.4
  4. Tesla Model Y: 29.5
  5. Toyota Prius Prime: 32.8
  6. Mazda3 Sedan: 34.3
  7. Tesla Model S: 34.4
  8. Tesla Model 3: 34.6
  9. Chevy Volt: 35
  10. Ford Mustang Mach-E: 35.1
Something you'll probably notice among the used cars is that it's dominated by hybrids and electric cars, including the entire Tesla range. Brauer confirms our suspicions that recent high gas prices have driven customers to snap up more frugal machines. Brauer also notes that in the cases of the Teslas and the Mustang Mach-E particularly tight new availability is sending people after used cars. He says that many Tesla models aren't going to be delivered for another few months, and the Mustang Mach-E order books have closed.
Mazda3 only non-hybrid or EV model on that list. Damn fine car. Our kids each own one. Fantastic value, and fun to drive. 35 mpg highway, not bad for a non-hybrid.
 
C'mon, it's like you think we can't actually read what you wrote. Here it is:

Total Q1 vehicle sales:
GM 1.4 million
Ford 966 k
Tesla 310 k

Total Q1 net income
GM $2.9B
Ford $3.1B
Tesla $3.3B

These #s should be eye opening. The way things are going, Tesla's bottom line income will be greater than Ford and GM combined sometime in 2023. So, is Tesla overvalued? I guess you have to ask yourself: Does the EV revolution maintain its momentum through the decade and beyond? Who is best positioned for rapid growth to meet that demand? And keep in mind, we are yet to see if any other auto maker can produce profitable EVs at scale.


Another factor to consider: Tesla has plenty of growth potential in other sectors that traditional autos do not. Energy generation, energy storage, artificial intelligence, robotics, insurance, + future products. These areas have HUGE growth potential.

The first part is where you list data. The last two paragraphs is you worshiping Tesla with your optimistic predictions for the future.

To be fair, the tweet to which you responded had nothing to do with vehicles of any kind and would probably have been a better fit for the stocks/investment thread than a thread about electric vehicles. So you got triggered by it and had to leap to the defense of a car company.

Given how well Tesla is doing, I fail to see the need for such defensiveness. But whatever. The tweet was provocative and you got provoked (aka, you threw a "hissy fit" to borrow your loose use of the term).
I usually agree with you more than I disagree, but in my humble opinion, @BellyFullOfWhiteDogCrap has the better position, and you are being unduly harsh.

IllDistantCirriped-size_restricted.gif
 
C'mon, it's like you think we can't actually read what you wrote. Here it is:

Total Q1 vehicle sales:
GM 1.4 million
Ford 966 k
Tesla 310 k

Total Q1 net income
GM $2.9B
Ford $3.1B
Tesla $3.3B

These #s should be eye opening. The way things are going, Tesla's bottom line income will be greater than Ford and GM combined sometime in 2023. So, is Tesla overvalued? I guess you have to ask yourself: Does the EV revolution maintain its momentum through the decade and beyond? Who is best positioned for rapid growth to meet that demand? And keep in mind, we are yet to see if any other auto maker can produce profitable EVs at scale.


Another factor to consider: Tesla has plenty of growth potential in other sectors that traditional autos do not. Energy generation, energy storage, artificial intelligence, robotics, insurance, + future products. These areas have HUGE growth potential.

The first part is where you list data. The last two paragraphs is you worshiping Tesla with your optimistic predictions for the future.

To be fair, the tweet to which you responded had nothing to do with vehicles of any kind and would probably have been a better fit for the stocks/investment thread than a thread about electric vehicles. So you got triggered by it and had to leap to the defense of a car company.

Given how well Tesla is doing, I fail to see the need for such defensiveness. But whatever. The tweet was provocative and you got provoked (aka, you threw a "hissy fit" to borrow your loose use of the term).

Ever the troll.
 
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Great to see at Blue Oval City. I wonder if this will be looked at in Tennessee history as one of the all-time job creators along with the TVA and Federal Express.

 
Ever the troll.
Not always. But perhaps this time, a little bit, sure.

I'm not a fan of cultish behavior and generally speak out against it. Doesn't matter to what, or to whom, the cult is oriented.

This being an RU sports forum, it seems perfectly normal for folks to be a bit cultish towards RU athletics. Although that sort of thing can go too far (e.g. Penn State where the cultishness was at least partially responsible for a pretty horrific coverup). If this were a Tesla forum, I'd think it perfectly normal for people to be a bit cultish towards Tesla.

But being cultish about a thing, outside a forum dedicated to that thing, just seems misplaced and distasteful to me. Again, would people here enjoy me constantly promoting and defending, without cause, ____________________________ (fill in any other car company) all the time?

Tesla's a great car company. So are GM and Ford and Toyota and many others. None of them require constant promotion nor constant defensiveness here.
 
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Total Q1 vehicle sales:
GM 1.4 million
Ford 966 k
Tesla 310 k

Total Q1 net income
GM $2.9B
Ford $3.1B
Tesla $3.3B

These #s should be eye opening. The way things are going, Tesla's bottom line income will be greater than Ford and GM combined sometime in 2023. So, is Tesla overvalued? I guess you have to ask yourself: Does the EV revolution maintain its momentum through the decade and beyond? Who is best positioned for rapid growth to meet that demand? And keep in mind, we are yet to see if any other auto maker can produce profitable EVs at scale.

Another factor to consider: Tesla has plenty of growth potential in other sectors that traditional autos do not. Energy generation, energy storage, artificial intelligence, robotics, insurance, + future products. These areas have HUGE growth potential.
How much was from tax credit? Plus margin has to come down when you produce cars in Germany vs China.
 
How much was from tax credit? Plus margin has to come down when you produce cars in Germany vs China.
Tesla is no longer eligible for EV tax credits.
If you're talking about regulatory credits, other auto makers paid Tesla $679 million. It's not Tesla's problem other auto makers can't meet environmental standards. Maybe if they didn't drag their feet for a decade they wouldn't have to. The smart move would have been to invest more on R&D and less on advertising and bribing congress.

But go ahead and subtract that if it makes you feel good. Doesn't change the fact that Tesla is doing more with less.

"Plus margin has to come down when you produce cars in Germany vs China."
Another statement that will age like milk. What's different about the manufacturing process in Germany vs China? Any clue?
 
Interesting. I thought Tesla didn’t breakout sales by model.
Shanghai does, but Tesla as a whole doesn't. Sounds like their fiddling with the sales numbers. Another page out of the TSLAQ playbook? They've never been wrong before.

Or, you can just use the vehicle registration database. Oops.
 
Audi e-Tron GT paint colors are the best paint colors on the planet. Nobody can paint a car like Audi and they never will.

 
Shanghai does, but Tesla as a whole doesn't. Sounds like their fiddling with the sales numbers. Another page out of the TSLAQ playbook? They've never been wrong before.

Or, you can just use the vehicle registration database. Oops.
If one can find it, why not just report it? Hopefully you took my advice on waiting to buy Tesla after Musk sold.
 
If one can find it, why not just report it? Hopefully you took my advice on waiting to buy Tesla after Musk sold.
No idea. Not sure why it matter so much to you. S/X are reported together as are 3/Y.
I bought on Tues & Wed. Should have been Wed and Thurs, but I'll take it. With yesterday's morning plunge, it was pretty obvious what he was doing. Thanks Elon!

And I'll give credit when it's due. You were skeptical of him selling, I wasn't.
 
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Just wanted to say thanks for posting all the EV articles. Good stuff - please keep them coming.
 
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If anyone is interested, this guy provides Tesla sales breakdowns by model and factory. He's been doing this for quite a while, so assume his numbers are pretty good.

 
No idea. Not sure why it matter so much to you. S/X are reported together as are 3/Y.
I bought on Tues & Wed. Should have been Wed and Thurs, but I'll take it. With yesterday's morning plunge, it was pretty obvious what he was doing. Thanks Elon!

And I'll give credit when it's due. You were skeptical of him selling, I wasn't.
You are a long term investor so the difference shouldn’t matter if your thesis is correct.

My beef with the reporting is that so many unverified sources are posting all these numbers. Its susceptible to manipulation. A company of this size should be able to do better.
 
Maybe it was posted in the other thread, but I didn't see it. This is promising.


600 miles is about right for making EVs very attractive. That's 10 hours of driving at avg 60 mph (or even 5 hours at @mildone speeds). Plenty enough to plan and take an hour break if you're pushing big mileage.

Now, increase solar panel efficiency, slap em on the roof and let EVs blow past ICES in the main category holding them back.

I know, not yet ...but promising.
 
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Maybe it was posted in the other thread, but I didn't see it. This is promising.


600 miles is about right for making EVs very attractive. That's 10 hours of driving at avg 60 mph (or even 5 hours at @mildone speeds). Plenty enough to plan and take an hour break if you're pushing big mileage.

Now, increase solar panel efficiency, slap em on the roof and let EVs blow past ICES in the main category holding them back.

I know, not yet ...but promising.
I believe I may have already posted that article to the thread. But it certainly bears reposting, if I did. Because it's pretty exciting news about the future of EVs.

In any event, a certain other forum member, who contributes to the thread but shall remain nameless due to his sensitivity about everything, will have moved you into the "clown" category for having talked about the "impossible" 600 miles of range as if an EV could ever do such an unthinkable thing.

I somehow suspect you'll be able to sleep despite his silly and uninformed condemnation. 😀
 
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I believe I may have already posted that article to the thread. But it certainly bears reposting, if I did. Because it's pretty exciting news about the future of EVs.

In any event, a certain other forum member, who contributes to the thread but shall remain nameless due to his sensitivity about everything, will have moved you into the "clown" category for having talked about the "impossible" 600 miles of range as if an EV could ever do such an unthinkable thing.

I somehow suspect you'll be able to sleep despite his silly and uninformed condemnation. 😀
Is that an SUV?
 
Maybe it was posted in the other thread, but I didn't see it. This is promising.


600 miles is about right for making EVs very attractive. That's 10 hours of driving at avg 60 mph (or even 5 hours at @mildone speeds). Plenty enough to plan and take an hour break if you're pushing big mileage.

Now, increase solar panel efficiency, slap em on the roof and let EVs blow past ICES in the main category holding them back.

I know, not yet ...but promising.
EVs don't need 600 miles of range to be attractive, but this is very cool nonetheless. I'd love to know more about their battery. As a concept car are they using ultra light weight, expensive material throughout the vehicle? In other words, is this scalable?
 
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