Author Topic: TSLA - Tesla Motors  (Read 415287 times)

ERICOPOLY

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Re: TSLA - Tesla Motors
« Reply #10 on: May 31, 2013, 06:46:34 PM »
Their strategy is good.  First release the Model S where the competition is at similar price points, and where your customers have multiple car garages.  Meanwhile, expand your supercharger network.  Later, release the mass market model at 1/2 price when the superchargers network is far more expansive and your target audience has fewer stalls in the garage.

I'm a little disappointed in the government.  They did the space program, the internet program, and they spend trillions on the military to defend our supply of cheap gasoline.  But why not stimulate the economy by using government money to build out the supercharger network under the "if we build it, they will come" mantra.  Meanwhile, the supercharger station produce solar electricity -- if they don't come, the electricity can be sold wholesale and the costs will be recovered.  So it's zero risk to the taxpayer -- stimulus package that would actually pay for itself even in the event of total and complete failure.  Now that would be refreshing for a change.  Meanwhile, if it succeeds in jumpstarting electric vehicle industry, we can scale back on military spending.


deadspace

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Re: TSLA - Tesla Motors
« Reply #11 on: May 31, 2013, 10:41:07 PM »
Incidentally, SolarCity sells a battery backup system for homes to their residential consumers.

The batteries they sell are made by Tesla.

I wonder how much they cost:

http://www.solarcity.com/residential/energy-storage.aspx

Tesla does not make batteries -   these are from panasonic.   It continues to come up in arguments as a feature of Tesla's "vertical integration" which is just not true

Look at BYD   they own the Lithium mine and control the entire chain of production of their batteries- now thats vertical integration. 

treasurehunt

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Re: TSLA - Tesla Motors
« Reply #12 on: June 01, 2013, 01:19:38 AM »

Tesla does not make batteries -   these are from panasonic.   It continues to come up in arguments as a feature of Tesla's "vertical integration" which is just not true

Look at BYD   they own the Lithium mine and control the entire chain of production of their batteries- now thats vertical integration.

I understand that Tesla makes each battery pack using some 8000 individual lithium ion batteries from Panasonic. The technological advantage is in the making of the battery pack, not each individual battery in the pack. Based on what I have read, Tesla has patented technology in the manufacture of the battery pack, but I have no idea how difficult this is to reproduce for others.

Uccmal

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Re: TSLA - Tesla Motors
« Reply #13 on: June 01, 2013, 05:14:31 AM »
Their strategy is good.  First release the Model S where the competition is at similar price points, and where your customers have multiple car garages.  Meanwhile, expand your supercharger network.  Later, release the mass market model at 1/2 price when the superchargers network is far more expansive and your target audience has fewer stalls in the garage.

I'm a little disappointed in the government.  They did the space program, the internet program, and they spend trillions on the military to defend our supply of cheap gasoline.  But why not stimulate the economy by using government money to build out the supercharger network under the "if we build it, they will come" mantra.  Meanwhile, the supercharger station produce solar electricity -- if they don't come, the electricity can be sold wholesale and the costs will be recovered.  So it's zero risk to the taxpayer -- stimulus package that would actually pay for itself even in the event of total and complete failure.  Now that would be refreshing for a change.  Meanwhile, if it succeeds in jumpstarting electric vehicle industry, we can scale back on military spending.


Ericopoly for President!  Oh, if only.  The problem is that the oil industry is very powerful and has financed the campaigns of many of your elected officials.  However, the balance of power is shifting rapidly.  Of course the XOMs of the world can easily change course and they will. 

I think Tesla is really onto something.  Whether or not the stock is fairly valued is impossible to say.  I am reminded that Auto companies are not great investments.  One would probably be better off getting in on the ground floor of the dealership network.
GARP tending toward value

stahleyp

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Re: TSLA - Tesla Motors
« Reply #14 on: June 01, 2013, 07:14:19 AM »
Their strategy is good.  First release the Model S where the competition is at similar price points, and where your customers have multiple car garages.  Meanwhile, expand your supercharger network.  Later, release the mass market model at 1/2 price when the superchargers network is far more expansive and your target audience has fewer stalls in the garage.

I'm a little disappointed in the government.  They did the space program, the internet program, and they spend trillions on the military to defend our supply of cheap gasoline.  But why not stimulate the economy by using government money to build out the supercharger network under the "if we build it, they will come" mantra.  Meanwhile, the supercharger station produce solar electricity -- if they don't come, the electricity can be sold wholesale and the costs will be recovered.  So it's zero risk to the taxpayer -- stimulus package that would actually pay for itself even in the event of total and complete failure.  Now that would be refreshing for a change.  Meanwhile, if it succeeds in jumpstarting electric vehicle industry, we can scale back on military spending.


Ericopoly for President!  Oh, if only.  The problem is that the oil industry is very powerful and has financed the campaigns of many of your elected officials.  However, the balance of power is shifting rapidly.  Of course the XOMs of the world can easily change course and they will. 

I think Tesla is really onto something.  Whether or not the stock is fairly valued is impossible to say.  I am reminded that Auto companies are not great investments.  One would probably be better off getting in on the ground floor of the dealership network.

He's got my vote.  :)
Paul

ERICOPOLY

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Re: TSLA - Tesla Motors
« Reply #15 on: June 01, 2013, 07:46:05 AM »
Incidentally, SolarCity sells a battery backup system for homes to their residential consumers.

The batteries they sell are made by Tesla.

I wonder how much they cost:

http://www.solarcity.com/residential/energy-storage.aspx
-

Tesla does not make batteries -   these are from panasonic.   It continues to come up in arguments as a feature of Tesla's "vertical integration" which is just not true

Look at BYD   they own the Lithium mine and control the entire chain of production of their batteries- now thats vertical integration.

BYD does not make the picks and shovels used to mine the lithium.  Nobody is vertically integrated.

Tesla makes:
Battery packs
Vehicles
Superchargers
Direct sales of cars to consumers (no dealer network)

They are vertically integrated.

EDIT:  Oh whoops,SolarCity builds their supercharger stations, and they buy the photovoltaic components from other suppliers.  I guess that's also evidence that they're not vertically integrated.
« Last Edit: June 01, 2013, 07:51:33 AM by ERICOPOLY »

ERICOPOLY

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Re: TSLA - Tesla Motors
« Reply #16 on: June 01, 2013, 07:46:56 AM »
Oh, they don't make the Michelin Pilot Sport tires that go on the performance plus vehicle.  So they're not vertically integrated.

That's another one to bring up.

ERICOPOLY

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Re: TSLA - Tesla Motors
« Reply #17 on: June 01, 2013, 08:05:20 AM »
Toyota and Daimler are big Tesla investors:

http://www.forbes.com/sites/joannmuller/2013/06/01/what-do-toyota-and-mercedes-see-in-tesla-a-bit-of-themselves/

Daimler, for instance, uses a Tesla battery in the electric version of its Smart city car. And its upcoming Mercedes B-class EV, which goes on sale in 2014, will feature a Tesla powertrain. Toyota, meanwhile, gave Tesla a $100 million contract to supply the  electric motor, power electronics, battery, gearbox and software for the new $50,000 RAV4 EV. The SUVs are made alongside Tesla’s Model S sedan in a Fremont, Calif., factory formerly operated by Toyota and General Motors GM -2.17%. Toyota sold the plant to Tesla in 2010 for $42 million.

shalab

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Re: TSLA - Tesla Motors
« Reply #18 on: June 01, 2013, 08:29:53 AM »
Having ridden a tesla, don't see a reason to buy another car - you can run circles around others and maintenance is low. These guys can take over the car industry or be the GM of the 21st century. ( anyone who thinks otherwise should read 20th century GM story. )

I totally see my kids driving around a tesla when they grow up and it won't be their dad's car :-)


deadspace

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Re: TSLA - Tesla Motors
« Reply #19 on: June 01, 2013, 08:49:01 AM »
Oh, they don't make the Michelin Pilot Sport tires that go on the performance plus vehicle.  So they're not vertically integrated.

That's another one to bring up.

Except that the battery is 50% of the cost of the car so having cost advantages in battery production actually DOES matter.