TSLA - Tesla Motors Inc (NASDAQ)

[JohnDe]

Remember when you could change the battery out of your phone?
Well it got to a point where it's no longer needed.
The 4860 is designed for reliability. Its likely impossible to service. But it doesn't use screws or wires (which are high high % rate fails). I'm sure it was press fit and the whole thing done in a way to be as reliable as possible. A lot of the guys that like to reuse and repurpose batteries do not like it though.

So the big take is do you want serviceability or something manufactured not to break. Hmm what cars have dealerships that make a butt tonne of money from servicing cars.

We were talking about this the other night.

I have used an Apple iPhone for work for years, the early ones would just get me through a workday. I would know it was time to upgrade the phone, when I it no longer could get through the day without adding charge.

My current phone is an iPhone 12 pro, it still gets through the whole day and all the way until I go to bed at night when I charge it while I sleep.

I use my mobile all day long, from 6am till I go to bed at night. Phone calls all day long, surfing the internet, checking my email, making orders, checking deliveries, updating my website and social media, editing photos, and so on.

The current iPhone is the 14, I've thought about upgrading but I can't see any benefit yet. Not with my 12 battery still working after 14+ hours of continual use.

Battery management is what has been the big difference in battery life.

 

[moXJO]

We were talking about this the other night.

I have used an Apple iPhone for work for years, the early ones would just get me through a workday. I would know it was time to upgrade the phone, when I it no longer could get through the day without adding charge.

My current phone is an iPhone 12 pro, it still gets through the whole day and all the way until I go to bed at night when I charge it while I sleep.

I use my mobile all day long, from 6am till I go to bed at night. Phone calls all day long, surfing the internet, checking my email, making orders, checking deliveries, updating my website and social media, editing photos, and so on.

The current iPhone is the 14, I've thought about upgrading but I can't see any benefit yet. Not with my 12 battery still working after 14+ hours of continual use.

Battery management is what has been the big difference in battery life.

I had a Samsung galaxy s5 up to 2019 or so and the battery wasn't an issue. I'm not big on changing things that work fine unless its tools in trade.
I have battery tools from 23 years ago (obviously with degradation though) that work fine.

Teslas batteries are as much about the manufacturing process, as they are about cost, efficiency, design at scale.
The purpose is to take advantage of being able to manufacture as many cars as possible to beat the competition in a market that will explode the closer we get to carbon zero.

 

[JohnDe]

I had a Samsung galaxy s5 up to 2019 or so and the battery wasn't an issue. I'm not big on changing things that work fine unless its tools in trade.
I have battery tools from 23 years ago (obviously with degradation though) that work fine.

Teslas batteries are as much about the manufacturing process, as they are about cost, efficiency, design at scale.
The purpose is to take advantage of being able to manufacture as many cars as possible to beat the competition in a market that will explode the closer we get to carbon zero.

My first phone was a Nokia, huge battery on it and I hardly used it back then. The only calls I would make was to a couple of family members and friends, no need for it at work. Even with the minimal calls, no web surfing or games, the battery would need charging after 8 hours.

I always thought Nokia was the bee's knees, I could only afford the basic one back then. Wow. How things change in a short time

 

[moXJO]

My first phone was a Nokia, huge battery on it and I hardly used it back then. The only calls I would make was to a couple of family members and friends, no need for it at work. Even with the minimal calls, no web surfing or games, the battery would need charging after 8 hours.

I always thought Nokia was the bee's knees, I could only afford the basic one back then. Wow. How things change in a short time

Mate of mine use to use his phone as a weapon when jumped back in 1999. You could knock people out with them back then with no damage to the phone. Now that's a feature.

I had a Sony ericsson t28 because the flip phone looked cool.
Imo 1999 was just the right amount of tech to life balance. I could still online trade back then too.

 

[Value Collector]

We were talking about this the other night.

I have used an Apple iPhone for work for years, the early ones would just get me through a workday. I would know it was time to upgrade the phone, when I it no longer could get through the day without adding charge.

My current phone is an iPhone 12 pro, it still gets through the whole day and all the way until I go to bed at night when I charge it while I sleep.

I use my mobile all day long, from 6am till I go to bed at night. Phone calls all day long, surfing the internet, checking my email, making orders, checking deliveries, updating my website and social media, editing photos, and so on.

The current iPhone is the 14, I've thought about upgrading but I can't see any benefit yet. Not with my 12 battery still working after 14+ hours of continual use.

Battery management is what has been the big difference in battery life.

The biggest killer of phone batteries is when people charge them to 100% and let them sit there all night, and then drain them to 0%.

Apple IPhone now have the ability to smart charge, in that if they now you put the phone on charge every night, it will stop charging at 80% and then finish charging close to the time you usually pick it up in the morning.

You have to activate that setting though.

 

[mullokintyre]

Tesla is still losing friends in China.
From Reuters

SHANGHAI, Jan 7 (Reuters) - Hundreds of Tesla (TSLA.O) owners gathered at the automaker's showrooms and distribution centres in China over the weekend, demanding rebates and credit after sudden price cuts they said meant they had overpaid for electric cars they bought earlier.

On Saturday, about 200 recent buyers of the Tesla Model Y and Model 3 gathered at a Tesla delivery centre in Shanghai to protest against the U.S. carmaker's decision to slash prices for the second time in three months on Friday.
Many said they had believed that prices Tesla charged for its cars late last year would not be cut as abruptly or as deeply as the automaker just announced in a move to spur sales and support production at its Shanghai plant. The scheduled expiration of a government subsidy at the end of 2022 also drove many to finalize their purchases.
Videos posted on social media showed crowds at Tesla stores and delivery centres in other Chinese cities from Chengdu to Shenzhen, suggesting wider consumer backlash.
After Friday's surprise discounts, Tesla's EV prices in China are now between 13% and 24% below their September levels.

Analysts have said Tesla's move was likely to boost its sales, which tumbled in December, and force other EV makers to cut prices too at a time of faltering demand in the world's largest market for battery-powered cars.

While established automakers often discount to manage inventory and keep factories running when demand weakens, Tesla operates without dealerships and transparent pricing has been part of its brand image.

Those Chinese can be so fickle.
I am going to guess that the Chinese will keep making their EV's cheaper and cheaper to drive the competition out of business.
Has worked for damn near everything else.
Mick

 

[mullokintyre]

Got an email from Tesl this morning telling about their new pricing structure ( i.e. they are now cheaper).
So those people who have already ordered but not yet taken delivery,, are they going to get the new prices I wonder?
Noticed that Teslas hare price has come off recent lows, but is still at the same price as it was in August 2020.
Mick

 

[frugal.rock]

If I was thinking of trading Tesla, I'd consider trading these leveraged products rather than Tesla itself.
1,2 or 3 x long or short.

3x Tesla (TSLA) Long ETP | Leverage Shares ETPs

The Leverage Shares +3x Long Tesla (TSLA) seeks to track the iSTOXX Leveraged 3x TSLA Index, which is designed to provide plus3x the daily return, adjusted to reflect the fees and costs of maintaining a leveraged position in the stock.

leverageshares.com

 

[rcw1]

Got an email from Tesl this morning telling about their new pricing structure ( i.e. they are now cheaper).
So those people who have already ordered but not yet taken delivery,, are they going to get the new prices I wonder?

Good afternoon mullokintyre
Yes ?.

Kind regards
rcw1

 

[JohnDe]

Got an email from Tesl this morning telling about their new pricing structure ( i.e. they are now cheaper).
So those people who have already ordered but not yet taken delivery,, are they going to get the new prices I wonder?
Noticed that Teslas hare price has come off recent lows, but is still at the same price as it was in August 2020.
Mick

There’s an article that came out last week about this, different discounts for different countries.

5 years ago, Elon Musk said that Tesla would be working on building the best EVs & better processes to bring costs down.

When I ordered my Tesla I received one of the several discounts that Tesla have offered over the past 3 years of Aussie sales.

Yes, they get the discount.

 

[Garpal Gumnut]

I was looking at putting an order in for a small punt on Tesla before going abed last night.

Then I looked at the chart.

The over 70% loss in value since November 2021 and the apparent consolidation about $120 would be a good entry point, if the massive downtrend is about to finish.

$120 was resistance and support back in July-October 2020.

I chickened out and slept well.

Some higher highs and lows or a sideways consolidation would make me more interested.

I am told Elon has been having some problems on the Twitter Internets.

gg

 

[sptrawler]

@JohnDe and @moXJO it is a breath of fresh air, to see posters that think for themselves and form their own conclusions.
It gives a grumpy old man a glimmer of hope for the future. Lol

 

[sptrawler]

By the way, I was being genuine and not condescending.
I find both your posts, well thought out and even if biased, they are balanced and not just a parroted blurb based on on media hype.

 

[sptrawler]

I was looking at putting an order in for a small punt on Tesla before going abed last night.

Then I looked at the chart.

The over 70% loss in value since November 2021 and the apparent consolidation about $120 would be a good entry point, if the massive downtrend is about to finish.

$120 was resistance and support back in July-October 2020.

I chickened out and slept well.

Some higher highs and lows or a sideways consolidation would make me more interested.

I am told Elon has been having some problems on the Twitter Internets.

View attachment 151595


gg

Just looking at the chart and removing the white noise, I would think they are probably where they should be, but I only invest on the Australian market. So I don't follow them and don't know the underlying financials.
But applying my personal logics, pre covid, before people became bored and had money to spend on shares, Tesla were in the growth blue sky and media hype phase.
Now that we have moved on from that, Tesla has become a front runner in the acceleration to E.V's, but that has been counter balanced by negative media coverage on Musk.
It's a bit like the negative media coverage on Morrison regarding Bushfires and floods, except Morrison wasn't on the stock market, so there was no stock reaction, only a voter reaction.
Tesla have good products on a lot of fronts, it is just a case of picking the bottom IMO.
Just my opinion and as I've said, I don't hold and have no interest in holding, so it is just an opinion.

 

[sptrawler]

Found another analysis of the new 4680 battery pack. Few gremlins there..

Tesla 4680 vs 2170 battery cell test reveals lower energy density in the Texas-made Model Y​

View attachment 151355Giga Texas assembles the 4680 Model Y (image: Tesla)
Those Model Y buyers who queue for an Austin-made unit with the 'revolutionary' 4680 battery cell may be in for a disappointment. A teardown and analysis of one such cell returned lower energy density than that of the Model Y with 2170 battery. Still, Tesla benefits from the lower per-pack price.
Daniel Zlatev, Published 11/18/2022 ?? ?? ...
E-Mobility

Tesla 4680 vs 2170 battery cell test reveals lower energy density in the Texas-made Model Y

Those Model Y buyers who queue for an Austin-made unit with the 'revolutionary' 4680 battery cell may be in for a disappointment. A teardown and analysis of one such cell returned lower energy density than that of the Model Y with 2170 battery. Still, Tesla benefits from the lower per-pack price.

www.notebookcheck.net

Best forward that link to BMW, they are heading down the same track, I just wish they would read ASF and save themselves a huge amount of grief.

BMW to reportedly adopt Tesla's 4680 battery format

BMW is reportedly going to adopt Tesla’s 4680 battery format with supply from EVE, a battery supplier that is also...

electrek.co

 

[moXJO]

I'm seeing zero strength in the green days or good news. Let's see if $100 holds the next few days

 

[sptrawler]

I'm seeing zero strength in the green days or good news. Let's see if $100 holds the next few days

The old money is a bottomless pit. Lol

 

[JohnDe]

Tesla's Price Cuts vs Competitors.

Tesla just passed giant price cuts for its US models. I go through comparisons vs its competitors and draw conclusions that are extremely grim for legacy auto.

I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.

 

[Trader X]

Tesla mounts a plastic brake cover-up​

Poorly disguised cost cutting.

 

[InsvestoBoy]