Musk endeavours

[odysseus2000]

VW ID. 3 appears popular in the UK.

1,500 sales and waiting list of 20,000 according to article below. Will there be enough batteries to supply demand?

https://www.thisismoney.co.uk/money/car ... -DAYS.html

regards

Howard

Perhaps these 20k people will get bored and buy a 3 instead.

Joking aside we don't know if these figures are real or marketing.

Regards,

[dspp]

VW ID. 3 appears popular in the UK.

1,500 sales and waiting list of 20,000 according to article below. Will there be enough batteries to supply demand?

https://www.thisismoney.co.uk/money/car ... -DAYS.html

regards

Howard

Only if the relevant manufacturer invests in their supply chain. So far only TSLA has had the courage of their own convictions to do so at the relevant scale.

(VW appears to be in the top 4)

regards, dspp

[odysseus2000]

Hi Howard,

Did you used to work for Microsoft?:

https://youtu.be/eywi0h_Y5_U

Regards,

[Howard]

Hi Howard,

Did you used to work for Microsoft?:

https://youtu.be/eywi0h_Y5_U

Regards,

No, but I was lucky enough to sell Apple shares around 5 years ago and bought Microsoft.

Maybe Tesla shares will do as well in the next five years.

Howard

[odysseus2000]

Hi Howard,

Did you used to work for Microsoft?:

https://youtu.be/eywi0h_Y5_U

Regards,

No, but I was lucky enough to sell Apple shares around 5 years ago and bought Microsoft.

Maybe Tesla shares will do as well in the next five years.

Howard

Apple up about 3x in last 5 years, Msft up 5x in last five years, so a good change for you.

Regards,

[odysseus2000]

Benefits of vertical integration in manufacturing based on new 3 teardown:

https://www.teslarati.com/tesla-hardwar ... -teardown/

Regards,

[odysseus2000]

Tesla apparently considering using iron phosphate batteries:

https://seekingalpha.com/news/3542534-t ... ent=link-3

Regards,

[Howard]

Bill Gates chooses a Porsche Taycan.

https://www.bbc.co.uk/news/technology-51546891

regards

Howard

[dspp]

Bill Gates chooses a Porsche Taycan.

https://www.bbc.co.uk/news/technology-51546891

regards

Howard

Is it one of the self-immolating variety ?

https://electrek.co/2020/02/17/porsche- ... e-florida/

dspp

[odysseus2000]

Bill Gates chooses a Porsche Taycan.

https://www.bbc.co.uk/news/technology-51546891

regards

Howard

For a while I followed Bill Gates on Twitter but I found him rather boring and stopped.

There was a video of him driving a model x on youtube which I had assumed was his, but it is all about choice and if he wants a Taycan then he wants a Taycan.

It will be interesting to see how the Taycan fair now that there are a few hundred out in the wild.

Regards,

[odysseus2000]

Cyber pre-orders believed to have reached 500,000:

https://electrek.co/2020/02/19/tesla-cy ... ers-tally/

Regards,

[odysseus2000]

Energy generation and storage seen as drivers of Tesla share price and caused a raise of the price target:

https://www.bloomberg.com/news/articles ... t-high-928

Regards,

[odysseus2000]

Interesting video demolishing a bear on Tesla. Folk who are bearish on Tesla might find this of interest;

https://youtu.be/xAbk6Y0R4qI

Regards,

[Howard]

Interesting video demolishing a bear on Tesla. Folk who are bearish on Tesla might find this of interest;

https://youtu.be/xAbk6Y0R4qI

Regards,

Just listening to this guy's monotone delivery almost persuaded me to short Tesla. .

Is there a reward for suffering through the whole video? I managed a couple of 20 second samples.

Sad!

regards

Howard

As an antidote, this may be worth a read:

https://www.forbes.com/sites/jimcollins ... 08f5a58d4a

[odysseus2000]

Interesting video demolishing a bear on Tesla. Folk who are bearish on Tesla might find this of interest;

https://youtu.be/xAbk6Y0R4qI

Regards,

Just listening to this guy's monotone delivery almost persuaded me to short Tesla. .

Is there a reward for suffering through the whole video? I managed a couple of 20 second samples.

Sad!

regards

Howard

As an antidote, this may be worth a read:

https://www.forbes.com/sites/jimcollins ... 08f5a58d4a

Ha Ha

The reward is that if you see the mistakes this guy made you might adjust your own views and make some fast money, but I would prefer that the bears follow this guys lead as it helps make spectacular short squeezes.

Regards,

[odysseus2000]

Renaissance fund shows how to make money with Tesla:

https://www.marketwatch.com/story/the-h ... 2020-02-18

Regards,

[Howard]

It will be interesting to read what effect the slowdown in China has on Tesla's sales in Q1 and Q2.

Reading across from commentaries from companies like Proctor and Gamble (see below) demand in China has dropped substantially, as well as consumer products this must affect the sale of all types of car and their supply chains including BEVs.

Tesla's sales in Europe, where they are reported, have dived in January and February and we know that their sales in the USA dropped in Q4.

We can expect a significant rise in UK sales this year given the massive UK government incentives for BEV company car drivers and there are ships delivering cars to Europe due to arrive before the end of March.

Tesla confidently forecast sales in excess of 500,000 this year just a couple of weeks ago. It will be interesting to see where these will come from. Obviously their investors believe they will smash this target but it's going to take some amazing growth in Q3 and Q4 to deliver this.

https://www.forbes.com/sites/andriachen ... 4ad850156f

regards

Howard

[odysseus2000]

It will be interesting to read what effect the slowdown in China has on Tesla's sales in Q1 and Q2.

Reading across from commentaries from companies like Proctor and Gamble (see below) demand in China has dropped substantially, as well as consumer products this must affect the sale of all types of car and their supply chains including BEVs.

Tesla's sales in Europe, where they are reported, have dived in January and February and we know that their sales in the USA dropped in Q4.

We can expect a significant rise in UK sales this year given the massive UK government incentives for BEV company car drivers and there are ships delivering cars to Europe due to arrive before the end of March.

Tesla confidently forecast sales in excess of 500,000 this year just a couple of weeks ago. It will be interesting to see where these will come from. Obviously their investors believe they will smash this target but it's going to take some amazing growth in Q3 and Q4 to deliver this.

https://www.forbes.com/sites/andriachen ... 4ad850156f

regards

Howard

We may see some uptake in S and X sales because both have biodefence mode with filters that stop virus from entering the cabin.

Regards,

[odysseus2000]

Model 3 achieves 350 miles in consumer reports test, compared to EPA range of 310 miles:

https://twitter.com/robertfall4/status/ ... 16704?s=21

Regards,

[odysseus2000]

For anyone interested, I am now out of all my Tesla with the hope of buying it back at lower prices, something I don't always manage and have to rebuy higher than I sold, but we shall see.

Regards,