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TSLA showing cracks? TSLA showing cracks?

08-01-2017 , 05:24 AM
https://electrek.co/2017/07/31/tesla...-bmw-3-series/

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Matching Standard Features and Options

Now it’s where things get more complicated because each vehicle have features that the other doesn’t have, like the Model 3 comes standard with back-up camera and parking sensors, while they are a $950 add-on for the 330i.

While Tesla offers the Autopilot features as $5,000 (Enhanced Autopilot) and $3,000 (Full Self-Driving) upgrades, the safety features that the Autopilot hardware enables are standard and the 330i actually needs a $1,700 “Driving Assistance Plus Package” to match those features.

Navigation is also standard in the Model 3, while it’s an option in the 330i. It’s part of a $2,750 technology package that also includes a heads-up display, which is simply not available from Tesla. Though similar products can be bought and installed aftermarket, like this $800 Navdy HUD kit (currently discounted at $500), so we could add $800 to the Model 3.

Separately, navigation is a $1,950 option for BMW which is actually a perfect match.

Aesthetics

As for the paint options, the BMW 330i has the advantage of having more choices since the only standard color for the Model 3 is black, while the 330i has black and white.

Tesla offers 5 other colors – each for a $1,000 premium. The 330i has 10 more premium color options – each for a $700 premium.

But technically, you can have both cars in black without spending more.

As for the wheels, the 330i comes standard with 17″ wheels, while the Model 3 has 18″ standard wheels.The BMW offers way more wheel options, but it’s a minimum of a $600 premium to have 18″ wheels.

Total

If you have been following, The Model 3 is still $35,000 in order to get roughly the same options as a BMW 330i with $43,950 MSRP.


The interior is really growing on me now =)
TSLA showing cracks? Quote
08-01-2017 , 08:07 AM
Ya. That is so ugly only a mother could love it.
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08-01-2017 , 08:14 AM
heltok,

I like that snippet. That price comparison is for a car that doesn't exist yet.

Quote:
Currently, Model 3 buyers have to take the long range battery pack and premium package, which brings the price up to $49,000.
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08-01-2017 , 09:29 AM
Would be dumb to sell cheaper versions. The first million people will pay up anyway. They would sell teslas for $40k, and see them resold for $50k in second hand markets.
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08-01-2017 , 09:48 AM
His quote gives the impression that the Model 3 is cheaper and "better". He omitted the bottom part where it clearly states the comp they gave out doesn't exist yet.
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08-02-2017 , 02:43 PM
Think there will be big movement today after hours?
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08-02-2017 , 04:37 PM
http://files.shareholder.com/downloa...er_2017-2Q.pdf
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Model 3 production on track to achieve previously announced targets
 Expecting positive Model 3 gross margin in Q4; targeting 25% margin in 2018
 Deliveries grew 53% compared to Q2’16 in flat luxury vehicle market
 Projecting Model S and Model X deliveries to increase in 2H’17 vs 1H’17
 Q2 Automotive gross margin at 27.9% GAAP and 25.0% non-GAAP
 Q2 GAAP loss from operations improved sequentially, two quarters in a row
 More than $3 billion cash on-hand at the end of Q2
Quote:
2Q ADJ LOSS/SHR $1.33, EST. LOSS/SHARE $1.88
TESLA 2Q REV. $2.79B, EST. $2.51B
TESLA SEES MODEL S, MODEL X DELIVERIES UP IN 2H VS 1H
TESLA CONFIDENT CAN PRODUCE JUST OVER 1,500 MODEL 3 VEHICLES 3Q
TESLA SAYS MORE THAN $3B CASH ON HAND AT END OF 2Q
stock jump to $340 ish level on news (closed 325).
=)
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08-02-2017 , 04:49 PM
Quote:
Originally Posted by heltok
https://electrek.co/2017/07/31/tesla...-bmw-3-series/





The interior is really growing on me now =)
How could anyone look at that picture and think the Tesla looks better?
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08-02-2017 , 05:14 PM
Quote:
Originally Posted by IntheNow
How could anyone look at that picture and think the Tesla looks better?
I think it looks way better... but I am a huge fan boy.
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08-02-2017 , 05:29 PM
Quote:
Originally Posted by IntheNow
How could anyone look at that picture and think the Tesla looks better?
I guess it's a matter of taste. But it seems a lot of people like it. It is a big difference in the number of buttons and dials, I like it when companies are willing to be different. Who knows, maybe in a few years we will look back at car interiors as we today look back at smartphone design.

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Elon strongly emphasized that investors should have zero concern about Tesla reaching 10,000 units produced per week by the end of next year.
They remain on track to achieve 5,000 by the end of this year
80% of the journalists said they would buy the car, and most of the remaining 20% said probably
Model S and X has increased with the release of the 3, Elon says "pleasant surprise"
Rate of orders for S and X has also specifically increased since Friday of the 3 reveal
July Orders for S and X were 15% higher over Q2

Last edited by heltok; 08-02-2017 at 05:49 PM.
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08-02-2017 , 07:58 PM
I prefer the BMW interior due to more premium materials and a properly placed dashboard. But if BMW had fewer dials and Tesla's simpler design, I'd like that even more.
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08-02-2017 , 10:23 PM
Man this huge Tesla pop on what accounts to essentially zero if not bad news is kind of amazing
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08-03-2017 , 11:25 AM
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Originally Posted by syndr0me
Man this huge Tesla pop on what accounts to essentially zero if not bad news is kind of amazing
It's people looking at the bottom eps line. They beat expectations so people bought.
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08-03-2017 , 02:39 PM
Quote:
Originally Posted by syndr0me
Man this huge Tesla pop on what accounts to essentially zero if not bad news is kind of amazing
News was pretty good actually. Everything is on track, net increase of model 3 deposits after launch, margins on S/X increased indicating, demand is solid on s/x and increased in July leading up to model 3 launch. Which was a concern but it appears that the overall attention increase that Model 3 brings makes up for any 3 Osborne effect so far. Model Y is coming sooner and they will be using 3 architecture to make is easier/cheaper to start up. And it looks like Tesla will continue to be one of the fastest growing companies post IPO in history for at least another 5 years.
TSLA showing cracks? Quote
08-03-2017 , 02:49 PM
Quote:
Originally Posted by heltok
https://electrek.co/2017/07/31/tesla...-bmw-3-series/





The interior is really growing on me now =)
Quote:
Originally Posted by IntheNow
How could anyone look at that picture and think the Tesla looks better?






Superior head/leg room in both front and back and more storage space vs bmw 3 series.
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08-03-2017 , 04:09 PM
Jesus christ that's like going from a 24 inch monitor to a Galaxy S3 screen. It's like the epidemic of web design AIDS where what used to be on one page is now compartmentalized into 50 tiny places for tablet and phone tards, only worse because the space is still there unused. Taking design ideas from a ****ing Toyota Yaris



and making them worse is actually impressively awful.

Last edited by TomCowley; 08-03-2017 at 04:17 PM.
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08-03-2017 , 05:09 PM
Nice article compilation of just how impressive the reviews of the Model 3 have been so far, I'm surprised they have been this unanimously positive: Reviewers of Tesla’s Newest Vehicle Are Unanimous: “The Model 3 Has No Competition”
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08-03-2017 , 06:43 PM
Quote:
Nice article compilation of just how impressive the reviews of the Model 3 have been so far, I'm surprised they have been this unanimously positive
Electric cars are wonderful. Which is why Tesla is drawing stone dead. All of what wows people has nothing to do with what Tesla does and everything to do with a large battery pack. The Model 3 and its "redneck found an iPad and stuck it on his car scrounged from parts" look is proof of that.
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08-04-2017 , 09:59 AM
Quote:
Originally Posted by ToothSayer
Electric cars are wonderful. Which is why Tesla is drawing stone dead. All of what wows people has nothing to do with what Tesla does and everything to do with a large battery pack. The Model 3 and its "redneck found an iPad and stuck it on his car scrounged from parts" look is proof of that.
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08-04-2017 , 10:44 AM
https://ftalphaville.ft.com/2017/08/...ties/#comments

search 'electric vehicle realities ft.com' in google if you want to read it for free from the website For some reason it comes out messed up if I copy it here.

Actually article makes three mistakes. Degradation of battery is less than 10% after more than 200k miles for model S so far (actually tested). Not between 10-40% after 100k miles.

And power generation in a oil power plant is way more efficient than in a car engine. All said and done, cost per km in fuel is less than half of what you would pay at the pump.

Finally, regular cars have become much much cheaper to produce in the past few decades due to automation. But you don't see it because they load them up with new features so the price does not go down.

Last edited by dfgg; 08-04-2017 at 10:56 AM.
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08-04-2017 , 12:03 PM
The article says 10-40% over warranty period, which is 100k miles or 8 years. 10% is obviously on the low end of the scale but still seems to be within the envelope since battery would also degrade on the age front alone.

That said, there is no doubt Tesla's batteries are extremely high quality and unlikely to be the limiting factor in the life of a Tesla vehicle for at least within the warranty period. That really isn't a problem until early-mid 2020s when Tesla owners realize their cars have very resale value. (not a problem for Model S buyers, but model 3 buyers will care)

PS: my wife, who describes sports cars as dicks on wheels wanted a Tesla after seeing one.

Last edited by grizy; 08-04-2017 at 12:14 PM.
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08-04-2017 , 12:30 PM
Yeah that is true, but she tried to make it look like this was true for EV batteries in general. Which is kind of dishonest.
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08-05-2017 , 01:15 AM
https://electrek.co/2017/08/04/vw-br...in-competitor/
Quote:
It’s not often that a company sells ~70 times as much product as its main competition. But according to an interview with VW brand chairman Herbert Diess, published on VW’s employee web magazine “Inside” and reported on by Reuters, that’s the case between Tesla and VW.

In the interview, Diess claims “in the old world [our competition] is Toyota, Hyundai, and the French carmakers. In the new world it is Tesla.” He goes on to state that the reason for this is because Tesla “has abilities that we currently do not have,” particularly in engineering.
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08-07-2017 , 12:59 PM
Seems like Musk keeping his word. No new equity fundraising. Just junk bonds. BIMO.
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08-08-2017 , 01:11 PM
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Originally Posted by Mihkel05
Seems like Musk keeping his word. No new equity fundraising. Just junk bonds. BIMO.
Bloomberg is reporting 5% is rate Tesla is getting and there is plenty of demand. More good news for bulls, bears wrong as usual.

Musk brought his charm offensive to the debt market at a meeting for bond buyers in Manhattan on Monday and came away with orders for $600 million after just a few hours, according to investors briefed on the matter. The session was part of a four-day debt-marketing extravaganza aimed at raising $1.5 billion to support the electric carmaker’s new mass-market Model 3.

https://www.bloomberg.com/news/artic...ebt-with-dream
Quote:
Originally Posted by Cuban B
When model 3 turns a profit Tesla will be able to raise capital in non-dilutive fashion.
Looks like i was being too conservative, Tesla already transitioning to being able to raise money without dilution.
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