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Musk endeavours

The Big Picture Place
odysseus2000
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Re: Musk endeavours

#428644

Postby odysseus2000 » July 18th, 2021, 11:37 pm

dealtn wrote:
odysseus2000 wrote:
Whether you feel Tesla has treated and/or mislead its consumers is something unique to you.


Are you sure you understand what the word "unique" means?


Every investor is unique with his or her opinions.

If the opinions of enough investors becomes a collective and dominant negative opinion the stock goes down.

Currently with Tesla I am seeing the exact opposite.

Regards,

BobbyD
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Re: Musk endeavours

#428646

Postby BobbyD » July 18th, 2021, 11:39 pm

odysseus2000 wrote:
BobbyD
...and you continue to post complete non-sequiturs!


I continue to post observations that are relevant to the equity price.


Unlike a potential class action law suit which would involve legal costs, potential losses and reputational damage...

dealtn
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Re: Musk endeavours

#428674

Postby dealtn » July 19th, 2021, 8:17 am

odysseus2000 wrote:
dealtn wrote:
odysseus2000 wrote:
Whether you feel Tesla has treated and/or mislead its consumers is something unique to you.


Are you sure you understand what the word "unique" means?


Every investor is unique with his or her opinions.


That's a "No" then. Thank you for the confirmation.

odysseus2000
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Re: Musk endeavours

#428738

Postby odysseus2000 » July 19th, 2021, 11:24 am

Munro comparison of Mach E and model y.

The amount of cost and extra materials, thence weight in the mach E compared to the Y is amazing:

https://youtu.be/m1kHsd3Ocxc

One should note that the Mach E is the next best to the Tesla, most other cars are greatly inferior.

Regards,

odysseus2000
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Re: Musk endeavours

#428863

Postby odysseus2000 » July 19th, 2021, 6:44 pm

Munro on FSD, version 9 Beta (18 minutes):

https://youtu.be/nbfKlQM7TII

Regards,

odysseus2000
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Re: Musk endeavours

#429041

Postby odysseus2000 » July 20th, 2021, 12:41 pm

Tesla China made sales very strong in June 2021:

In June, Tesla once again significantly increased its EV sales in China, reaching one of the highest levels ever.

https://insideevs.com/news/518928/china ... -june2021/

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odysseus2000
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Re: Musk endeavours

#429047

Postby odysseus2000 » July 20th, 2021, 1:10 pm

Tesla semi heading into production:

https://seekingalpha.com/news/3716707-t ... king_alpha

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odysseus2000
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Re: Musk endeavours

#429062

Postby odysseus2000 » July 20th, 2021, 2:29 pm

Government plants to decarbonise all UK domestic transport by 2050:

https://www.gov.uk/government/news/gove ... rt-by-2050

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odysseus2000
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Re: Musk endeavours

#429063

Postby odysseus2000 » July 20th, 2021, 2:31 pm

Motorway speed limits cut to 60 mph to reduce air pollution:

https://www.thesun.co.uk/motors/1563951 ... rce=pushly

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odysseus2000
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Re: Musk endeavours

#429067

Postby odysseus2000 » July 20th, 2021, 2:45 pm

Bezos goes to space:

https://twitter.com/CraigCaplan/status/ ... 53856?s=20

Bezos comes back to earth:

https://twitter.com/Quicktake/status/14 ... 51109?s=20

This looks to me a far more sophisticated and safer, due to detachable human section, space ship than the one Branson used.

Will SpaceX be the first to take passengers into orbit?

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tjh290633
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Re: Musk endeavours

#429144

Postby tjh290633 » July 20th, 2021, 5:42 pm

odysseus2000 wrote:Bezos goes to space:

This looks to me a far more sophisticated and safer, due to detachable human section, space ship than the one Branson used.

Will SpaceX be the first to take passengers into orbit?

Regards,

Branson's space ship is detached from the mother plane at high altitude. It does not use a rocket to launch it. It is more comparable with the Challenger shuttles.

TJH

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Re: Musk endeavours

#429151

Postby BobbyD » July 20th, 2021, 5:57 pm

VW BEV deliveries:

Q1 2021 - 59,948 (Q1 2020 - 33,605)

Q2 2021 - 110,991 (Q2 2020 - 30,857)

By brand:

VW: Q1 - 30,735; Q2 - 62,124
Audi: Q1 - 14,583; Q2 - 18,192
Porsche: Q1 - 9,072; Q2 - 10,750
Skoda: Q1 - 2,455; Q2 - 15,242
SEAT: Q1 - 2,217; Q2 - 3,955


BEV ramp-up to further accelerate in second half thanks to extended model range

Plug-in hybrid (PHEV) also in considerable demand; deliveries more than triple to 171,300 (56,303) units

Christian Dahlheim, Head of Group Sales: “Our global electric offensive continues to make good progress and customer demand is high. This year, we plan to deliver around one million electrified vehicles for the first time, and are confident that we will meet the fleet targets for CO2 emissions in Europe.”



https://www.volkswagen-newsroom.com/en/ ... -year-7328

odysseus2000
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Re: Musk endeavours

#429152

Postby odysseus2000 » July 20th, 2021, 6:05 pm

FSD version 9 in the rain (12 mins 28 seconds):

https://youtu.be/pGrKpdn7upc

imho, this now pretty close to level 5 and I expect level 5 quite soon.

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Re: Musk endeavours

#429156

Postby odysseus2000 » July 20th, 2021, 6:11 pm

Tesla software business forecast (Morgan Stanley) to be more valuable than hardware business:

https://seekingalpha.com/news/3716999-e ... king_alpha

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BobbyD
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Re: Musk endeavours

#429494

Postby BobbyD » July 22nd, 2021, 7:11 am

Unedited Mobileye Autonomous Vehicle Ride in New York: https://www.youtube.com/watch?v=50NPqEla0CQ

Argo AI, Ford and Lyft to launch self-driving ride-hail service in Miami and Austin


https://www.reuters.com/business/autos- ... 021-07-21/

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Re: Musk endeavours

#429876

Postby odysseus2000 » July 23rd, 2021, 10:36 am

Tesla expected to make $25b in revenue when superchargers opened to all
:
https://www.teslarati.com/tesla-superch ... other-evs/

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BobbyD
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Re: Musk endeavours

#429893

Postby BobbyD » July 23rd, 2021, 11:41 am

odysseus2000 wrote:Tesla expected to make $25b in revenue when superchargers opened to all
:
https://www.teslarati.com/tesla-superch ... other-evs/

Regards,


It's a stunning revelation.

It's literally multiplying a $10.50 session charge by more chargers and more sessions until the number is big enough to get picked up by somebody who won't bother reading it and just parrot the figure in glee.

It turns out that $10.50 multiplied by 500,000 multiplied by 15 multiplied by 365 is quite a big number! Thank god we have Goldman Sachs for such sophisticated and nuanced financial analysis!

The basis for that figure is one Tesla Supercharger for every 656 American man, woman and child, or one per 574 cars, or twenty Tesla superchargers for every existing Tesla supercharger each being used 15 times a day. I don't know why they stopped there. If there were not 500,000 Tesla superchargers but 5 million, and used not 15 times a day but 50 times the expected revenue, given the incredibly stable and scale resistant $10.50 session charge their revenue would be a scarcely less realistic 958 billion dollars.

The quality of summer interns at Goldman Sachs appears to be slipping, although even the GS intern doesn't appear to have been crazy enough to claim these outcomes were 'expected'.

BobbyD
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Re: Musk endeavours

#429930

Postby BobbyD » July 23rd, 2021, 1:55 pm

Tesla puts new Model S deliveries on hold, and it’s unclear why

- https://electrek.co/2021/07/23/tesla-pu ... s-on-hold/

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Re: Musk endeavours

#429952

Postby Howard » July 23rd, 2021, 3:12 pm

BobbyD wrote:
Tesla puts new Model S deliveries on hold, and it’s unclear why

- https://electrek.co/2021/07/23/tesla-pu ... s-on-hold/


Mischievously could I offer an alternative:

Tesla puts new German Factory on hold, and it’s unclear why.

regards

Howard

(Sorry no source!)

BobbyD
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Re: Musk endeavours

#430020

Postby BobbyD » July 23rd, 2021, 10:37 pm

Howard wrote:
BobbyD wrote:
Tesla puts new Model S deliveries on hold, and it’s unclear why

- https://electrek.co/2021/07/23/tesla-pu ... s-on-hold/


Mischievously could I offer an alternative:

Tesla puts new German Factory on hold, and it’s unclear why.

regards

Howard

(Sorry no source!)


or CT, or Semi, or Model X, or FSD. Now which one have I forgotten this time? Is anybody still treating roadster as more than a fantastical piece of marketing vapourware?


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