OT: Electric vehicles
- Thread starter BellyFullOfWhiteDogCrap
- Start date
And I said “most of the last three years”. So its been a buy for three of the last thirty-six months (Dec 2022-January 2023 and May 2023.
I mean it really depends how you want to cherry pick it…
2021- Start $235, end $350
2022- Start $350, end $125
2023- Start $125 end $245
I’d say that’s more than 3 of 36 months. The whole 36 you’re correct on, but it’s been a pretty solid buy for very long stretches in between. From March of 21 ($195) to November’s all time high is a nice eight month stretch.
Cherry pick? lol. Anyone that has purchased TSLA during 33 of the last 36 months is sitting on a loss….. some as high as 50%. Cherry picking would be 3 of the last 36.
If I bought TSLA in any month in 2021, I would be sitting in a loss position. It started at $235 at 12/31/20, dropped to the $190s in May and was over $400 in November. The current price is below $190. A short-term buy, sure…..but equity analysts don’t evaluate a company for short-term moves. They evaluate a company’s value vs. its market cap. So, should we be criticizing analysts that thought the market cap was too rich over the last few years? I say no. If you have a different opinion, that’s fine.
Agreed, profitable short term for the majority of the last three years but down overall. Move it back to 5 years (where this conversation actually stated) and it’s still up. 😂
It’s not a question of what’s at any one location. It‘s a question of ubiquity.
There should be about as many chargers as gas pumps. Not charging stations or gas stations, chargers or pumps. Lots of people can charge at home, and almost nobody can pump gas at home. Otherwise, we’d need even more chargers than pumps.
When we have about as many chargers as pumps, then we’ll be in a much better place.
"Notably lower" from Musk himself.
This after Q4 rev's were basically flat yoy.
Q4 EPS down 40% yoy.
EPS has missed expectations the last 2 qtr's.
If negative EV sentiment continues Musk will have to announce some breakthrough technology or a new model in order to keep Tesla’s stock from going into a free fall. What’s interesting is that Musk’s behavior seems to have changed a lot - definitely not the IDGAF Musk of the past. Perhaps blowing the X deal and realizing his social media rants were counterproductive forced him to change.
You haven’t heard that Tesla is really an AI company. Robots is the future of Tesla now. It’s not an auto company.
Good discussion here with Jay Leno and two Tesla employees (one a VP) on the myths about battery longevity, charging, range, etc while driving a CT. This is a well done video and presents the CT favorably.
Now for the other side of the coin:
The F150 Lightning had the best range towing 11,000 pounds. CT had only 90 miles in cold weather. Rivian was in the middle.
Now for the other side of the coin:
The F150 Lightning had the best range towing 11,000 pounds. CT had only 90 miles in cold weather. Rivian was in the middle.
After watching the Leno in-depth review it’s disappointing that Tesla created an engineering marvel with such a stupid design. They could have toned it down perhaps making it more like Scout Motors (Rivian competitor owned by VW) and it probably would have been one of the best selling SUV of all time.
Not until they figure out lock differential. Has to have off road capabilities.
Ya, I have no doubt the CT is bad ass in terms of performance, it's just ugly as hell.
You should have doubts. It’s really fast on the track. But truck stuff, not so much.
Model 2, Musk is teasing late 2025, but most likely after that. Under $30K so it would be the most affordable Tesla, and I'm guessing a big seller because of that. So it is expected to be the next wave of growth for TSLA.
But margins will likely be lower, and does it pull buy away from it's other models, specifically the Y?
The looks of the thing is signalling it's a not a "work truck".
But I'd guess the truck stuff performance is still good, even if not as good as the E-F-150.
I see it more as a bro-truck, weekend warrior, take it hunting, mountain bike riding, hiking, skiing, etc type of vehicle. The other review I may have posted said it looks better in person than in videos/pictures. The angular windshield and the rear slant are turnoffs in the looks department for me. But the CT most certainly has less aerodynamic drag than the boxy F150. Two different segments of buyers, but there will be some overlap.
And who needs a really fast truck? Really fast trucks, for street driving, are a very bad idea.
The CT ad with a CT racing a base 911 while towing a 911 is moronic. Like it’s ever gonna be a good idea to be stoplight racing while towing something. If you manage not to kill anybody, then you have to immediately limp to a charging station.
More a competitor of the Hummer then the Silverado or F-150?
The Hummer looks very cool imo.
I still haven't seen a CT, but on vid's there are certain angles were it looks terrible, very stodgy, I want to say it looks like a fridgerator but I'm not sure that is what I'm really thinking. Even it's best angle it looks like it is trying way too hard.
Tech/gamer bro truck, I think.
Just so anti-functional to make a truck that isn't compatible with any existing roof racks, bed racks, pickup campers, etc. And so far the stuff that's been purpose-designed for it is as overdesigned as the truck itself, not to mention underwhelming and expensive.
Rivian still looks like the best option as an adventure truck. Ford a solid choice, too.
That monstrosity of a single vertical windshield wiper that looks like it may be close to the driver’s view is also a deal breaker for me. Terrible design regardless of all the reasons the engineer gave. The fact that Leno spent so much time on the wiper leads me to believe it’s a poor decision. And they should have at least demoed it when they took it outside for a spin.
Those are very good points about compatibility. Ran into someone who had a Rivian that was off road with theirs. Chatted it up with them, and the Rivian is intriguing. We are scoping out some in bed pickup tents, etc to perhaps do some camping once the Tesla network opens up. Or maybe we will just fly and blow more holes in the ozone layer. 😂
That bed mounted tent looked like a giant diaper.
I like Rivian a lot but keeping an eye on Scout Motors as I prefer the retro design.
Not sure if you came across these on your search, pricy but look like top notch quality for a pickup tent:
I just got a set of Decked drawers, one of the main reasons being, they make a nice flat surface over top the wheel wells in the bed. Built to hold like 2000 lb. Throw a mattress on it and should be quite comfy.
Yeah looking forward to seeing what Scout shows. Love the old International Scouts. Also like that VW is working with Magna Steyr on it - pretty nice history of 4x4s.
Did they announce plans for a pickup yet or just the SUV? I imagine they'll do both eventually but I've only seen the SUV teasers so far.
My first purchase of the stock was 2017. At first , a whimsical buy because I had always been interested in EVs and I became fascinated with SpaceX landing rocket boosters. It traded sideways for 3 years as the financial fundamentals got stronger and stronger. I kept accumulating during the sideways years wondering when WS would wake up. The coiled spring exploded in 2020.
I feel like we're in another sideways period. Nothing about Tesla's fundamentals signals weakness. It may indeed trade sideways for the next year or 2, or maybe more. Tesla is in-between major growth waves. The next generation vehicle will transform how vehicles are produced. I have little doubt the spring is coiling once again.
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Great video on how to focus on the state of charge % vs. the Guess O Meter that the Lightning features prominently on their display. The one guy is from Connecticut and travels in sales from Cape May to Maine. He said he loses 25% at most of battery in the winter.
The Lariat ER has a 131kWh usable battery. If you are going on a long trip, charge it to 100%. In the winter, even going at fairly fast speeds of around 75 mph on the Parkway, I am getting about 2.0 mi/kWH on average. At that rate, will get about 262 miles per charge, which on a long trip will get be over 3 hours of driving before taking a break.
The video is cued up here to that discussion on State of Charge vs. the Guess O Meter.
The Lariat ER has a 131kWh usable battery. If you are going on a long trip, charge it to 100%. In the winter, even going at fairly fast speeds of around 75 mph on the Parkway, I am getting about 2.0 mi/kWH on average. At that rate, will get about 262 miles per charge, which on a long trip will get be over 3 hours of driving before taking a break.
The video is cued up here to that discussion on State of Charge vs. the Guess O Meter.
Which is absolutely a change in the narrative.
Yes, growth will be lower. Tesla is nearly maxed out at current production facilities, and other than CT ramping up, no new production scheduled for this year. 2024 production will exceed 2023. Biggest grower this year will be energy.
WS guessing wrong on EPS is irrelevant to me.
So all of a sudden no growth was expected?
Stock price is not suggesting that.
So no growth is due to lack of supply? Then why the need to cut prices?
Slower growth and decreasing margins are not fundamentals?
