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Musk endeavours

The Big Picture Place
odysseus2000
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Re: Musk endeavours

#407800

Postby odysseus2000 » April 28th, 2021, 8:03 pm

BobbyD wrote:
odysseus2000 wrote:Munro Episode 3 Ford Mustang:

https://youtu.be/sq_cQWYMoC8

He looks under the car and is impressed, lots of casting parts and other good stuff.

Regards,


You know in that clip where he said he sold his Tesla shares because he wanted to invest in another car company? Any idea what he bought?


APTERA, a maker of 3 wheel cars as far as I know.

Some details and why Sandy likes it:

https://www.youtube.com/watch?v=64JbHWU2fSo

Regards,

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Re: Musk endeavours

#407922

Postby BobbyD » April 29th, 2021, 9:39 am

Tesla have absolutely nailed model delays.

Tesla Updates Estimated Delivery Of Newly Ordered Model S And X

It's now October-November for the Model X at the earliest.


- https://insideevs.com/news/504216/tesla ... -model-sx/

odysseus2000
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Re: Musk endeavours

#408108

Postby odysseus2000 » April 29th, 2021, 4:13 pm

Ride hailing service using Tesla only cars said to be launched in NY:

https://twitter.com/sspencer_smb/status ... 22439?s=20

Regards,

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Re: Musk endeavours

#408149

Postby BobbyD » April 29th, 2021, 6:42 pm

Howard wrote:CleanTechnica have released their estimates for BEV sales in Germany. They estimate that Tesla sold 5,445 Model 3 cars in Q1.

That suggests that Tesla sales in March were only just over 3,000 cars.

VW BEV models are unsurprisingly selling well.

Tesla's share of the BEV market in Europe appears to be dropping again as more popular BEVs are available.

Will a delay in the German plant be a problem? At the moment the California and Chinese plant can easily meet European demand.

regards

Howard

https://cleantechnica.com/2021/04/08/ge ... re-growth/


In March:

Tesla sold 3,699 Model 3's, 2 Model S's and 2 Model X's.

VW sold 708 e-trons, 96 etron GT's, 409 Taycans, 594 Citigos, 6 Enyaqs, 2260 ID.3's, 872 ID.4's, and 3599 e-UP's for a total of 8544 pureblood BEV's.

ETA: Total BEV sales were were 30,101 so 28.4% of those were VW's compared to 12.3% Tesla

But this is a quarter month, for the quarter I'm seeing:

Tesla: 6074 (9.4%)

VW: 19,564 (30%)

odysseus2000
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Re: Musk endeavours

#408168

Postby odysseus2000 » April 29th, 2021, 7:55 pm

BobbyD wrote:
Howard wrote:CleanTechnica have released their estimates for BEV sales in Germany. They estimate that Tesla sold 5,445 Model 3 cars in Q1.

That suggests that Tesla sales in March were only just over 3,000 cars.

VW BEV models are unsurprisingly selling well.

Tesla's share of the BEV market in Europe appears to be dropping again as more popular BEVs are available.

Will a delay in the German plant be a problem? At the moment the California and Chinese plant can easily meet European demand.

regards

Howard

https://cleantechnica.com/2021/04/08/ge ... re-growth/


In March:

Tesla sold 3,699 Model 3's, 2 Model S's and 2 Model X's.

VW sold 708 e-trons, 96 etron GT's, 409 Taycans, 594 Citigos, 6 Enyaqs, 2260 ID.3's, 872 ID.4's, and 3599 e-UP's for a total of 8544 pureblood BEV's.

ETA: Total BEV sales were were 30,101 so 28.4% of those were VW's compared to 12.3% Tesla

But this is a quarter month, for the quarter I'm seeing:

Tesla: 6074 (9.4%)

VW: 19,564 (30%)


Where are your figures coming from and for what nations?

The March European sales I have for Tesla are:

https://carsalesbase.com/europe-tesla/

23,881

Meanwhile in the US an estimate of what they sold:

https://carsalesbase.com/us-tesla/

66,000/3 = 22,000. This site no longer breaks out monthly sales for Tesla, only giving quarterly.

In China they sold:

https://thedriven.io/2021/04/12/tesla-s ... -in-china/

70,000 in the first quarter, if equally divided = 70,000/3 = 23,000 in March.

If these rates of sale remain static then expect per year that Tesla will sell: 12x(23,881+22,000+23,000) = 826,000

One should remember that the re-vamped S & X are not currently being sold and the Y has not reached everywhere and new factories in Germany and US are not yet producing.

Regards,

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Re: Musk endeavours

#408183

Postby BobbyD » April 29th, 2021, 8:41 pm

Volkswagen Starts Construction Of Third MEB Plant In China


- https://insideevs.com/news/504407/volks ... ant-china/

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Re: Musk endeavours

#408184

Postby BobbyD » April 29th, 2021, 8:42 pm

odysseus2000 wrote:
BobbyD wrote:
Howard wrote:CleanTechnica have released their estimates for BEV sales in Germany. They estimate that Tesla sold 5,445 Model 3 cars in Q1.

That suggests that Tesla sales in March were only just over 3,000 cars.

VW BEV models are unsurprisingly selling well.

Tesla's share of the BEV market in Europe appears to be dropping again as more popular BEVs are available.

Will a delay in the German plant be a problem? At the moment the California and Chinese plant can easily meet European demand.

regards

Howard

https://cleantechnica.com/2021/04/08/ge ... re-growth/


In March:

Tesla sold 3,699 Model 3's, 2 Model S's and 2 Model X's.

VW sold 708 e-trons, 96 etron GT's, 409 Taycans, 594 Citigos, 6 Enyaqs, 2260 ID.3's, 872 ID.4's, and 3599 e-UP's for a total of 8544 pureblood BEV's.

ETA: Total BEV sales were were 30,101 so 28.4% of those were VW's compared to 12.3% Tesla

But this is a quarter month, for the quarter I'm seeing:

Tesla: 6074 (9.4%)

VW: 19,564 (30%)


Where are your figures coming from and for what nations?

The March European sales I have for Tesla are:

https://carsalesbase.com/europe-tesla/

23,881

Meanwhile in the US an estimate of what they sold:

https://carsalesbase.com/us-tesla/

66,000/3 = 22,000. This site no longer breaks out monthly sales for Tesla, only giving quarterly.

In China they sold:

https://thedriven.io/2021/04/12/tesla-s ... -in-china/

70,000 in the first quarter, if equally divided = 70,000/3 = 23,000 in March.

If these rates of sale remain static then expect per year that Tesla will sell: 12x(23,881+22,000+23,000) = 826,000

One should remember that the re-vamped S & X are not currently being sold and the Y has not reached everywhere and new factories in Germany and US are not yet producing.

Regards,


Given that the numbers were a response to a comment on March figures for Germany....

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Re: Musk endeavours

#408190

Postby odysseus2000 » April 29th, 2021, 8:56 pm

BobbyD
Given that the numbers were a response to a comment on March figures for Germany....


Thank you for clarification.

Regards,

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Re: Musk endeavours

#408199

Postby odysseus2000 » April 29th, 2021, 9:11 pm

Total 1st quarter Tesla European sales according to:

https://carsalesbase.com/europe-tesla/

were 1697+5523+23881 = 31,101

If the German Tesla sales figures for the 1st quarter quoted by BobbyD are correct at 6,074, then Germany represents

6074/31301 = 19.4% of Tesla's European market sales.

Regards,

odysseus2000
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Re: Musk endeavours

#408324

Postby odysseus2000 » April 30th, 2021, 1:46 pm

This is amusing for all the wrong stuff, Scotty Kilmer at his arm swinging best. So much falsehood put into making the case that Tesla cars are not green and no doubt many will believe him:

https://youtu.be/j_dkXeWsXio

Regards,

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Re: Musk endeavours

#408389

Postby odysseus2000 » April 30th, 2021, 6:54 pm

This is Sandy at his best in this 1hr 32min video about all things EV:

https://youtu.be/HtY1gcgy5N4

Regards,

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Re: Musk endeavours

#408393

Postby odysseus2000 » April 30th, 2021, 7:20 pm

Mach E Munro episode 4:

https://youtu.be/et8_iyWnoYQ

Continues to impress Munro & associates.

Regards,

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Re: Musk endeavours

#408400

Postby BobbyD » April 30th, 2021, 8:24 pm

This could be fun:

Saturday Night Live cast will not be forced to appear with Elon Musk, report says


https://www.independent.co.uk/arts-ente ... 40432.html

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Re: Musk endeavours

#408622

Postby odysseus2000 » May 1st, 2021, 6:09 pm

Finally I have found something for which ICE is advantageous to compared to BEV:

https://twitter.com/smartertrader/statu ... 69953?s=20

Regards,

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Re: Musk endeavours

#408839

Postby odysseus2000 » May 2nd, 2021, 9:41 pm

ID3 European sales 2021 Q1:

https://carsalesbase.com/europe-volkswagen-id3/

2909 + 3937 + 5137 = 11,983

ID3 European sales 2021 Q1:

https://carsalesbase.com/europe-volkswagen-id4/

336 + 481 + 4728 = 5545

Total ID3 + 1D4 = 17,528

Tesla model 3:

https://carsalesbase.com/europe-tesla-model-3/

1458 + 5344 + 23,507 = 30,309

Tesla model 3 in Europe is outselling VW (ID3+ID4) by 30,309/17,528 = 1.73x

This is with no current Tesla European production.

Regards,

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Re: Musk endeavours

#408845

Postby BobbyD » May 2nd, 2021, 10:03 pm

odysseus2000 wrote:
Tesla model 3 in Europe is outselling VW (ID3+ID4) by 30,309/17,528 = 1.73x

This is with no current Tesla European production.

Regards,




Image

- https://twitter.com/auto_schmidt/status ... 9775019010

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Re: Musk endeavours

#408849

Postby odysseus2000 » May 2nd, 2021, 10:38 pm

BobbyD wrote:
odysseus2000 wrote:
Tesla model 3 in Europe is outselling VW (ID3+ID4) by 30,309/17,528 = 1.73x

This is with no current Tesla European production.

Regards,




Image

- https://twitter.com/auto_schmidt/status ... 9775019010


But this is heavily skewed by all the sales to VW staff etc at the end of 2020. The sales of ID3 and ID4 are not doing so well in 2021 compared to the Tesla model 3.

Regards,

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Re: Musk endeavours

#408852

Postby BobbyD » May 2nd, 2021, 10:44 pm

First numbers towards Q2...

Norway April 2021

VW: 3232

Tesla: 5

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Re: Musk endeavours

#408853

Postby BobbyD » May 2nd, 2021, 10:46 pm

odysseus2000 wrote:
BobbyD wrote:
odysseus2000 wrote:
Tesla model 3 in Europe is outselling VW (ID3+ID4) by 30,309/17,528 = 1.73x

This is with no current Tesla European production.

Regards,




Image

- https://twitter.com/auto_schmidt/status ... 9775019010


But this is heavily skewed by all the sales to VW staff etc at the end of 2020. The sales of ID3 and ID4 are not doing so well in 2021 compared to the Tesla model 3.

Regards,


No Ody, it's heavily skewed by the sale of 13 different BEV models.

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Re: Musk endeavours

#408855

Postby odysseus2000 » May 2nd, 2021, 10:52 pm

BobbyD
No Ody, it's heavily skewed by the sale of 13 different BEV models.


VW has staked its future on the ID3 and ID4 platform.

The data shows that these two platforms are not selling well. Sure one can hide such failure by citing sales of other obsolete models, likely at heavy discounts but the problem for Diess is the ID3 and ID4 sales.

Regards,


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