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Tesla Surges Above $500, Leaving Analyst Targets in the Dust

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321–330 of 407 posts

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#321

Earlier quoted context omitted.

At least in Germany it costs more like 15k for the roof of a big house.

300k is too much; 16k can cover half of your roof with panels, even in the SF Bay Area.

I was told this by a contractor friend in Ukiah California this weekend, he is now building these 2020 units and said TCI for abiding by the new laws was 300k on price of house to buyer

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#322
post #174
post #55

Earlier quoted context omitted.

Here's what you're missing... Most of the major automakers: Ford, Toyota, Honda, Nissan, Mazda, etc do not have viable business models in the near future. They are so far behind in sustainable transportation its only a matter of time until they lose their economies of scale and are no longer viable businesses. It's an "Iphone moment"... the other car companies have great "flip phones" right now.

This seems really optimistic about the adoption of electric cars. I suspect adoption will be drastically slower than you're imagining, and hybrids as well as gas vehicles will remain relevant for a long time still. Toyota of course has the top-selling hybrid, and introduced a plug-in hybrid version recently. Ford was in the #2 spot and Toyota was again in the #3. Honda takes #5. I think the thesis of these automakers…

A few fairly large economies are planning to ban sales of new fossil fuel powered cars by 2030 and a bunch more by 2040. https://en.wikipedia.org/wiki/Phase-out_of_fossil_fuel_vehic...

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#323

California law as of Jan 1 requires all new houses to have solar panels, EV charging port, no natural gas allowed. This 100% electric future being forced is attractive to Wall Street as it forces change, despite adding ~300k to the house price. Wall Street bares no relation to the street where cars are powered by gasoline or diesel with few exceptions. It takes 75 minutes to charge a Tesla EV, much longer in cold cli…

There is no way this adds 300K to the price of a house, and it does not take 75 minutes to charge a Tesla, more like 15-30 minutes at a supercharger depending on your state of charge. Stop the FUD.

Supercharger technology

Tesla logo at Supercharger station Tesla supercharging stations charge with up to 150 kW of power distributed between two cars with a maximum of 150[13][14] kW per car, depending on version.[15][6][16] They take about 20 minutes to charge to 50%, 40 minutes to charge to 80%, and 75 minutes to 100% on the original 85 kWh Model S. The charging stations provide high-power direct-current (DC) charging power directly to the battery, bypassing the internal charging power supply.[1] The next version of Supercharging was expected to charge with more than 350 kW.[17][18]

https://en.wikipedia.org/wiki/Tesla_Supercharger

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#324
post #174

Earlier quoted context omitted.

This seems really optimistic about the adoption of electric cars. I suspect adoption will be drastically slower than you're imagining, and hybrids as well as gas vehicles will remain relevant for a long time still. Toyota of course has the top-selling hybrid, and introduced a plug-in hybrid version recently. Ford was in the #2 spot and Toyota was again in the #3. Honda takes #5. I think the thesis of these automakers…

The number one factor that leads to one future or the other is battery price. With high battery prices the market stays with hybrids longer. With cheap and plentiful batteries it moves faster to full EV. What'll be interesting is if some vendors have access to lots of cheap batteries and so are living in one future while competitors are in the other.

Hah.. also: fear of war (with Iran) -> oil went up -> people think e-cars will be more attractive -> TSLA up.

One time a few years ago, oil went down and TSLA followed. It'd be interesting to see what will happen with the incoming recession (although then all stocks might go down with people pulling out of the market).

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#325

Earlier quoted context omitted.

Only sort of. John Q. Public has no reason to buy an EV. Today's gas prices don't put the same dent in his pocket that $5/gallon* gas did. And there's good reason to believe that $5/gallon gas is probably never coming back. I am for EVs, Tesla, and anything that can keep us from making large portions of Earth unarable and uninhabitable. But most people's car-buying decisions are driven by economic realities, not envi…

As a counter point to this, gas in Atlanta costs $3.11 for premium. A BMW 3 series gets about 30mpg. Driving 1000 miles per month in the BMW costs $104 in gas. GA Power offers $.01 per kilowatt hour rates in the middle of the night. A Tesla Model 3 gets 2.91 miles / kWh. Driving 1000 miles per month in the Tesla costs $3.44. Fueling the Tesla costs $1200 less per year than the BMW if you drive an average number of mi…

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Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#326
post #7

How do Tesla owners feel about the quality of their cars? I'm genuinely curious. This is merely an anecdote, but in my experience it seems like the overall quality of similarly priced automobiles from more traditional luxury carmakers is much higher. The only significant advantage of the Tesla is the fact that it's 100% electric. Also, this is merely a subjective personal preference, but I just don't like the style o…

My experience with highly priced BMW left me with the impression there is no real difference anymore unless someone thinks having knobs and buttons everywhere is a sign of quality. BMWs can be nice, but they (at least mine) have had some persistent issues. Sometimes I get the feeling, people think e.g BMWs are better because they are BMWs. Audi fans are also especially fond of their 'quality' even though this is high…

When they can get drive by wire to match the feedback that I get through my entirely mechanically linked '09 135i BMW I'll happily test drive another Model 3.

Model 3 is a great way to achieve mobility, but it's not a great driving experience.

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#327
post #174

Earlier quoted context omitted.

This seems really optimistic about the adoption of electric cars. I suspect adoption will be drastically slower than you're imagining, and hybrids as well as gas vehicles will remain relevant for a long time still. Toyota of course has the top-selling hybrid, and introduced a plug-in hybrid version recently. Ford was in the #2 spot and Toyota was again in the #3. Honda takes #5. I think the thesis of these automakers…

We’re about one step away in battery tech (which Tesla leads on, among other things (efficiency, integration, etc) from a mid range electric car be upfront cost equivalent with an mid range gas car. Once that’s there, plus charging infrastructure (which is rapidly coming up) the other benefits (maintenance, torque, quiet, fuel costs, etc) will be front and center for every car buyer making the choice between the two…

do they have a roadmap for charging infrastructure? What if they sell millions and it takes 20min to charge knowing that most people will charge at similar times when going to work?

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#328

Earlier quoted context omitted.

I agree that basic build quality is probably worse than a similarly priced BMW, Audi, etc. I haven't had any quality issues with mine but I know if I started measuring panel gaps it won't measure up to others in the price range. Noise insulation at highway speeds, door closing sounds, etc. don't quite measure up with the price either. Mostly I prefer the simplicity of the vehicle and drivetrain. Alternatives from oth…

I thought bmw and mercs do the window thing too.

Some do, some don't. It's definitely a common thing in higher end cars, I just think it's probably over-extending for Tesla to implement this more complex system in a car that's supposed to be cheaper as well as their first real high-volume production vehicle.

Other decisions (single center screen, recessed air vents, lack of physical controls) all seem to be about simplicity and reducing parts in favor of software.

Frameless doors and window seals kind of goes against that in favor of fashion.

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#329

According to Robinhood: “Tesla's stock has jumped 35% over the past month, becoming the most valuable American car company ever. GM and Ford produced a combined 39x as many cars as Tesla did in 2019, but the electric carmaker is now more valuable than GM and Ford combined. Oh, and Tesla lost almost a billion dollars over the past year while GM and Ford made over $10B in profit. Investors care more about future profit…

Have all the other auto makers dumped massive amounts of investment into sourcing batteries? Do they have their own GigaFactories? How about contracts with lithium mines?

Sure, the other auto makers have the existing infrastructure to assemble cars, but if they don't have a way to get batteries cost effectively, they are way behind the curve compared to Tesla.

Re: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

#330

Earlier quoted context omitted.

Imagine if you were annoyed at the UI in your current car. Don’t have to, the UI in the Leaf (at least in the first gen), sucks. But you know what would annoy me more? If my $50K+ car leaked water. That’s something the industry figured out over fifty years ago. I’ll take a shitty UI over over water invading spaces I won’t find out about until the rust and bad wiring show up.

Depends on the vehicle...Our C5 Corvette didn't get teh last minute deflectors and used to spill water on the rear speakers when opening in the wet. They fix a lot of problems, but the customers demanding new designs every few years means we still keep fixing some of the same problems over and over.

I’m talking about water pouring out of the sunroof, and coming out of the dashboard
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