1x Tsla Discussion Threads

[juliemara] 18/3/2024 07:25

Save time and don't bother watching!

[johnwise] 18/3/2024 06:50

VIDEO

This New Engine Just Killed the Future of Electric Cars

[hosede] 17/3/2024 10:30

Yes net zero is a myth . it's looking very much like we have set in motion a process that can't now be stopped. The earths temperature will rise anything up to 20 degrees C and the polar icecaps will go.
It's happened several times before and will happen "quite quickly"
But in geological times "quite quickly" can mean anything from 300 to 10,000 years (or more).

[johnwise] 17/3/2024 09:54

Award-winning journalist & author, Peter Hitchens, exposes the Net Zero absurdity straight to the face of George Monbiot on BBC Question Time.

Uncomfortable Net Zero Truth Bombs Dropped on the BBC




Video: Mark Levin sussed the government scam
The truth about global warming


If Zero CO2 was ever achieved every tree on the planet would die
VIDEO: A Dearth of Carbon Dr. Patrick Moore


VIDEO:This is Why Heat Pumps May NOT Be The Future

[johnwise] 17/3/2024 06:01

As China's BYD floods Europe with cheap electric cars, can old-fashioned tariffs slam on the brakes?


A giant Chinese cargo ship lumbers down the West Coast of Africa before making its way around the Cape of Good Hope. The 'BYD Explorer 1' is returning from a potentially game-changing trade mission: to flood Europe with cheaper electric cars, and knock Tesla off its perch.

The 200-metre long vessel is two weeks into the return leg of its maiden voyage, having dropped off more than 5,000 vehicles at ports in the Netherlands, Germany and Belgium.


VIDEO.. Tariffs
Donald Trump: "I'll take jobs back from China, Mexico"

[dominiccummings] 17/3/2024 00:29

They do it equally as well as each other, some firms good some poor

[hosede] 16/3/2024 18:39

Dominic
So why are manufacturers so reluctant to point this out? Im afraid Johnwise is likely right!

[johnwise] 16/3/2024 16:57

VIDEO

My ELECTRIC CAR is now WORTHLESS EVen the DEALERSHIP doesn’t want it back!

EVs are DISPOSABLE JUNK!!

[dominiccummings] 16/3/2024 12:48

From the same article:
"Edmund King, the president of the AA, told The Telegraph that shorter-than-advertised EV ranges come as no surprise to the public.

Motorists, he said, know that driving style and weather conditions “can greatly affect range whether driving electric, petrol or diesel”.

“Most drivers are aware that the miles-per-gallon figures quoted for petrol and diesel cars fall short of real world driving by about 25 per cent,” said Mr King.

“Consumers should take these official figures with a pinch of salt as the most accurate test of charge or fuel efficiency is for drivers to take an extended test drive.”

[hosede] 16/3/2024 12:29

THen I found this:

Oh Dear! Naughty boys

[hosede] 16/3/2024 11:27

Some quotes from this quite long article :-

"Hertz Global Holdings Inc. plans to sell a third of its US electric vehicle fleet and reinvest in gas-powered cars due to weak demand and high repair costs for its battery-powered options.

The dramatic about-face, after Hertz announced plans in 2021 to buy 100,000 Tesla Inc. vehicles, underscores the waning demand for all-electric cars in the US. EV sales growth slowed sharply over the course of 2023, rising just 1.3% in the final quarter as consumers were put off by high costs and interest rates.

“The elevated costs associated with EVs persisted,” Hertz Chief Executive Officer Stephen Scherr said in an interview. “Efforts to wrestle it down proved to be more challenging.”

within its own operations to decide whether the company should buy more vehicles, Scherr said. That means its agreement to buy 175,000 EVs from General Motors Co. over the next four years and another 65,000 from Polestar may take much longer to complete, he said.”
....................................................
It certainly looks like the tide has turned

[hosede] 15/3/2024 22:50

Yes cars are LOW MARGIN BUSINESS - but no-one told Tesla Investors
Protectionism! Adding even more to America's already gargantuan debt!

[careful] 15/3/2024 20:01

China a big problem.
They are moving up the value chain.
China beginning make great high tech electric vehicles at much lower prices.

The only solution is blatant protectionism, high tariffs and waffle about national security or dumping.

Cars have always been low margin business, so many go bust, competition is ruthless.
Overcapacity.

The American manufacturers were baled out by the government in recent times.
We investors soon forget that we lost the lot in 2008 and during Covid, but we were baled out by the taxpayer. Immoral.

[hosede] 15/3/2024 18:42

But Cathy bought another 62k yesterday! Holding it up single handed.

[mauricemonkey] 15/3/2024 14:18

Nothing to do with the other auto companies. Growth here is non existent and the p/e is through the roof.
Tiiimmmmbbbbeerrrr!

[dominiccummings] 15/3/2024 14:00

It's all about Auto companies that don't want to stop doing what they have always been doing. Any excuse will do.

[hosede] 15/3/2024 13:42

Maurice
I don't think the batteries are going to do much - short term - I was thinking next decade. Sp will surely fall into the 25-50 range quite soon.

[mauricemonkey] 15/3/2024 13:15

More copium - ignore the cars, it's a battery company. It sells a "wall battery" full of cells from other manufacturers, such as Panasonic, LG and CATL who can easily and cheaply create their own equivalents. LG already have an offering.
If you're hanging your hopes on a very low margin product like home energy storage, ruh roh.

[hosede] 15/3/2024 12:59

I guess you all saw that Smokehouse burnt over a 1.1 milion acres ( more than most English Counties) in the Panhandle, destroyed 500 houes over 7000 cattle and presumably a lot of peoples livelihoods. A sign of things to come!
If global warming advances anything like as fast as it appears, standards of living are likely to plummet and private ownership of cars may dwindle towards zero. A realisation that I don't think has really dawned.
Wall batteries that cfb mentioned may become Tesla's main product in the next decade

[cfb2] 15/3/2024 09:55

Meanwhile the manufacturers are lobbying various governments to remove tax incentives for EVs and relax emission rules for ICE cars. Watch any adverts for a car and they'll be pushing their credentials for EVs even though their only offering is a hybrid with a derisively small battery.

[dominiccummings] 14/3/2024 22:45

There's a whole big tribe of people whose livelyhood depends on ICE vehicles. Sales outlets, repairers, parts manufacturers. A huge number.
When someone like Ford says it is slowing EVs they all pile in with anecdotes about fires, accidents, and so on, attributed (often wrongly) to EVs.
It's what you would expect. Doesn't make it true though.

[blusteradjuster] 14/3/2024 20:31

That’s the problem with debunked junk.

It simply gets reheated.

[extrader] 14/3/2024 20:06

When even the 'poster child' for EV adoption - Norway, one of Tesla's biggest markets - can't make the rationale/economics for EV stack up, you have to wonder when the Emperor's body will be visible in all its glory...

hxxps://blog.gorozen.com/blog/the-norwegian-illusion

Well worth a read, IMO.

GLA

[cfb2] 14/3/2024 19:54

hosede: I think it is worth remembering that analysts are about selling their research papers, appealing to their customer base and getting publicity. This is why you often find them making outlandish statements and price targets because they know it will get them on TV. They know the one worse thing that being talked about is not being talked about.

Which share I would hold would depend on the risk I was prepared to take. Speaking generally and not knowing about SPOT: A company generating a revenue is safer than one that might generate a revenue sometime in the future. However, with a greater the risk the return is often larger. Depending on where you are in life your level of risk should probably vary. Shell might be a better bet if you were expecting a dividend for a retirement income, for example.