If all that tech was wrapped in a reasonably attractive package, I would be tempted. It’s got some great features and drives well.
But that current, impractical, and ugly, body makes it a hard pass.
Understanding Tesla's Current Stock Valuation
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But that current, impractical, and ugly, body makes it a hard pass.
A hard pass for sure. Maybe they can take that tech and put it into something that actually looks like a pickup instead of a dumpster. People might buy it.
My admittedly modest intersection with EV is the installation of a Tesla charger at our house (full 60A capacity) and the ownership of a plug in hybrid. Plugging the car in takes seconds. Leave it for the night, get it unplugged later. Always ready. Never a line. No pulling in/out of a gas station.
So very easy. Far easier than filling up a gasoline car.
The cost/mile with our electric rates is about 1/3 that of gasoline in the same car. We did a road trip to Disney in the car, so, we have a good idea of the MPG.
We don’t have the electric plan that allows for discounted rates at night, because the terms and conditions from Dominion Power are onerous, and would preclude charging, or running the laundry, during the day, which we often do.
So, even paying flat rate for electricity, we are at 1/3 the cost/mile with EV, with much more convenient “refueling”.
EV is a very attractive option. Plug in hybrid offers the best of both worlds, at the moment, and the increased cost/complexity ($10,000, roughly, on MSRP over a regular hybrid) of the plug in hybrid will pay for itself in about 80,000 miles. Not the fastest payoff, but a payoff nonetheless.
A pure EV would result in far faster payoff because of the “refueling” savings and lower maintenance.
We have been looking at an EV as a replacement for the S600. The silence of electric cannot replace the “soul” of the V-12, but economics are compelling, and the acceleration is still there.
So very easy. Far easier than filling up a gasoline car.
The cost/mile with our electric rates is about 1/3 that of gasoline in the same car. We did a road trip to Disney in the car, so, we have a good idea of the MPG.
We don’t have the electric plan that allows for discounted rates at night, because the terms and conditions from Dominion Power are onerous, and would preclude charging, or running the laundry, during the day, which we often do.
So, even paying flat rate for electricity, we are at 1/3 the cost/mile with EV, with much more convenient “refueling”.
EV is a very attractive option. Plug in hybrid offers the best of both worlds, at the moment, and the increased cost/complexity ($10,000, roughly, on MSRP over a regular hybrid) of the plug in hybrid will pay for itself in about 80,000 miles. Not the fastest payoff, but a payoff nonetheless.
A pure EV would result in far faster payoff because of the “refueling” savings and lower maintenance.
We have been looking at an EV as a replacement for the S600. The silence of electric cannot replace the “soul” of the V-12, but economics are compelling, and the acceleration is still there.
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I'm still surprised steer by wire didn't make it into the Model S refresh. The yoke makes sense with variable steering where you never go hand over hand.
Maybe the next refresh/update.
Yep... It is pretty hard to imagine the CT sales will magically improve...
Tesla stock price has never been about the earnings, it has always been about Elon's promises of the future.
A guy I worked with asked me about buying TSLA 5-6 years ago and I told him I wouldn't touch it with a 10 ft pole. TSLA had narrowly escaped bankruptcy on the Model 3 and was barely profitable, yet the company was worth worth more than GM, Ford, and Chrysler combined. At the time Ford had just made a $billion profit selling F150's. Somehow TSLA has gone on to about a 20X appreciation and is still barely profitable while F is about the same place.
Car companies, airlines, and anything having to do with food or fashion are investment no go zones for me. They are just too fickle.
A guy I worked with asked me about buying TSLA 5-6 years ago and I told him I wouldn't touch it with a 10 ft pole. TSLA had narrowly escaped bankruptcy on the Model 3 and was barely profitable, yet the company was worth worth more than GM, Ford, and Chrysler combined. At the time Ford had just made a $billion profit selling F150's. Somehow TSLA has gone on to about a 20X appreciation and is still barely profitable while F is about the same place.
Car companies, airlines, and anything having to do with food or fashion are investment no go zones for me. They are just too fickle.
All stock investing is about the future.
Tesla was burning cash in 2018 witht the new Model 3 mfg lines breaking down. They put up the tents; our car was built in one. I should have bought stock instead of the car, right? Who knew?
Tesla just signed a $16.5M contract with Samsung. Any other car companies code their own firmware?
You are right about the big guys selling more cars, have tons more revenue, etc. They also have lower margins and lose $$ on every EV sale.
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Look into solar + batteries. You might even be able to go battery only and arbitrage.
S600 is baller. How many miles? Check out the Lucid Air Touring.We have been looking at an EV as a replacement for the S600. The silence of electric cannot replace the “soul” of the V-12, but economics are compelling, and the acceleration is still there.
Curious... If you were to buy today, or in the short term, what would you pick?We have been looking at an EV as a replacement for the S600. The silence of electric cannot replace the “soul” of the V-12, but economics are compelling, and the acceleration is still there.
I can tell you, for my use case, I am completely satisfied with the M3P. I tell some people the Model 3 is not for everyone, but if it works for you, you just might love it. I drove the Juniper for the 1st time the other day; I thought it was great; wifey not so much... Ha!
Now I live in the land of crazy high fuel, but as you point out, charging at home is soooo convenient; it has to be experienced to be appreciated.
There are a bunch of Lucids running around here, but that is a lot of scratch for a vehicle. Kinda funny, I don't care for the looks of the light colored ones but the dark grey and black are stunning. Still too much money though. Part of the problem is, I have no problem throwing the keys to family and friends. There has to be a limit...
The Lucid would be my first choice - it has the range, and it is a luxury sedan, but it is awfully expensive.
I would actually lean towards the Volvo S90 Plug in Hybrid if I had to buy today. Same powertrain and air suspension as my wife’s XC90, which puts it at 455 HP. A quick, quiet, luxury sedan with a great ride and handling (including AWD) in the spare, simple, Scandinavian vernacular.
It’s a lovely car.
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We’ve looked into Solar - but we don’t plan to be in the house long enough for the ROI to work out.
The S600 is just over 135,000 miles. The V-12 runs like new. It’s a beast. I’ve never owned a car that felt so much like a jet. Endless torque, blistering acceleration, and it handles corners like something half its size, the ABC suspension keeps it perfectly level in hard cornering. Just amazing.
The current stock price valuation is more about the story and promise of self driving than selling cars, or robots, or solar panels, or other energy storage businesses.
The assumption is Tesla would do better or just as good as their competitors in self driving who uses lidar despite being vision only, and they can build cars at much faster rate and cheaper because they are vertically integrated. Depending on whether you are convinced it would be a great deal or not.
Waymo has done what Tesla currently do in San Francisco 3 years ago, currently they don't need a driver anymore like Tesla do. I don't know why people say Tesla has an advantage, and the market is there for them to build so many vehicles in large volume, and will work in more places (in bad weather) than Waymo.
It's just not the vehicle that was shown and quoted early on price or capability wise.
When they shrunk the truck it could no longer fit the pack that met the early spec.
The in bed xtender pack was ill conceived from the get go.
This is a pretty common theme from the regular guys - a curtain drops and a car spins on a platter at a show, claims are made, expectations set, the production version ends up a watered down facsimile of its original promises.
It's looking like it's relegated to an expensive toy- Not entirely without merit, but not what we were promised or really wanted.
Teslas version of a hummer so to speak.
We can hope that the tech that comes from it makes its way into future vehicles.
If a company is not absolutely committed to, and hasn't fully adopted lean manufacturing practices, then yes, you are correct. A build-to-order production system will only work with a significant amount of excess capacity, in comparison to the demand. And there would definitely need to be some sharp logistics planning, and avoid delays in trying to batch ship.
Those caravans that we used to see of Tesla car carriers, definitely did not fit with what was needed to make build-to-order work. I've never wrapped my head around what Tesla thought they were accomplishing, by delaying departure of car carriers, so it could be part of a caravan across the country. Was it supposed to be some type of publicity stunt?
Tesla was simply managing the demand ramp that they were not ready for. Fremont built in batches by delivery location.
FYI, I have coded Corporate Forecast - Production Plan - GM analytics programs; that's much of my career. In fact I met with Tesla's then CIO to develop their custom manufacturing solution. Musk hates SAP as do I.
They're smoking hot deals if you go used or lease. The only thing that gives me pause is the ride height. They sit very low to the ground, so getting in and out is a bit of a chore.
EVs take a nose dive, for sure. Us early adopters are aware... Ha!
Yes, some of the sedans sit low, our M3P is a prime example. The Model Y is definitely more user friendly...
I think maybe I will check out used Lucids...
Here are the pros & cons for me a.t.m. No position.
- Robotaxi hasn't had any serious incidents
- It hasn't repeated any minor mistakes
- It's expanding really quickly
- Waymo is having more incidents, per City of Austin
On the con side, losing those regulatory credits is gonna be brutal.
- Robotaxi hasn't had any serious incidents
- It hasn't repeated any minor mistakes
- It's expanding really quickly
- Waymo is having more incidents, per City of Austin
On the con side, losing those regulatory credits is gonna be brutal.
I just find this all so hard to believe seeing how FSD works. It just doesn't seem possible.
