Who thinks that EV will dominate with in 10 - 15 years?

Who thinks Tesla will be on top?

Who owns Tesla stock?

Me.
Me.
Stupidly not me, but I need to fix that.

Love him or hate him, Elon sure knows how to get massive projects done.

*promote

Promoting this video and sending it back into the queue for one more try; last queued Thursday, September 3rd, 2020 10:26am PDT - promote requested by newtboy.

Keen to hear your answers.

He probably owns a rolling coal pickup.

*quality

There is a Chinese car company called Kandi that is planning to build their super cheap EV's here in the US to avoid tariffs and shipping costs. If they go through with it and the cars aren't absolute trash, you will be able to pick up a bare bones EV with a range of 100 miles for about 10k after tax credits.

Boosting this quality contribution up in the Hot Listing - declared quality by Mordhaus.

EV will be 85% of all new vehicles sold on showroom floors in with in 10 years

Tesla dominates today and is ahead of all by at least 5 years in technology.

1100 shares and want more.

They build factories in 11 months.

Giga Shanghai factory 2 will be pushing out cars in about 2 months
Giga Berlin should be pushing out cars next march.


Tesla just adding super stamper in Fremont CA Factory and the new shanghai factory 2.

My guess, they will exceed their goal this year of 560,000 and will hit 600K

By end of 2021 their goal is 2 Million vehicles.

Battery day/ investor day is this Sept 22. This is the biggest event of the year.
Their Nevada battery factory in NV is large enough to hold 97 747 jets. And its not enough. I expect big news. The million mile battery is all but a done deal. IE after 1 Mil Miles the battery only degrades 5 to 8 %.



In 1967, this movie scene told the future.




Today the word is TESLA

I like hydrogen.

As a 'car guy', the biggest draw to a Tesla [for me] is the acceleration ... and since the model 3, handling is 'good nuff for a stock car'. A model 3 even won scca solo b street.

Eventually they can get their electronics switching fast nuff to maintain torque above 100 (or add a gear), and it will probably be a pretty good track car too.

I never cared for the self driving and whatever else. I just care about the basics. Tesla basics are pretty good.

The down side of tesla is that you can't fix it yourself. Their parts are coded to each other, and even if you replace a bad part with a good one, it won't work till the ECM is coded to it. Pretty much a repair monopoly.

You can replace some control boards/software to help with that, but Tesla detects it and punishes you with a quick charge lockout.

Don't really feel comfortable owning a car I am not allowed to fix.

For someone like me, Tesla has only 1 vulnerability : Other manufacturers can choose to make fast EVs, too.
That's all it would take [for someone like me] to change Tesla from 'the only game in town' to 'just one of many'.

-scheherazade

*asia

Adding video to channels (Asia) - requested by ant.

Thank you. That is the first time I've seen you write something that isn't a throw away one liner. Appreciate it.

There are several factual issues with your reply but I'm just amazed you actually replied to a question.

Well replying to a Liberal is like beating you head against the wall. Since I am so out numbered here,I don't even try.

Other than that Mrs. Lincoln, how'd you like the play?

You're the official Trump Wall Tester!? Didn't even know that was a thing.

Great comment thread going on here.

👏

1. No -- unless they advance battery technology to either the point where you're getting 1,000+ miles on a single charge or can charge the entire battery in less than 2 minutes, electric is a novelty and hydrogen is the future.

2. Tesla is going to be eaten alive by the Chinese, Indians and Europeans.

3. TSLA? You mean the stock with a 1000+ P/E? BAAHAAHAHAHAAH!! At least with tulip bulbs, you got a pretty flower out of the deal.

Anyone who is buying TSLA right now needs to get off Robinhood and learn what the hell a P/E is.

Bob, and I mean this with all seriousness, SELL!! The over-valuation is so fucking crazy on TSLA right now that it makes the Dot-Com look like Berkshire Hathaway.

Now you know why i don't have any yet. I want some, but I'm not paying 40 times it's value.
Same goes for Amazon but it's only at 6 times value.
Robin hood?

You're assuming the people calling you out on your BS are liberals. That is one of your mistakes.

I was trying to be nice. I actually appreciate you contributing something for once.

Tesla is not leading the EV market today and they will not be leading it in ten years. The biggest EV market is China and Tesla makes up maybe 1/5th. China and India are the biggest emerging EV markets and both have locally developed EVs.

Telsa is not 5 years ahead of Panasonic, LG, BYD, et al. The breakthroughs are coming from labs you've never heard of.

Don't put all your stocks in the one EV basket. As Stukafox mentioned Hydrogen is the future. Current EV's are a stopgap.

Lol.

Bob. I was making fun of you for being the type that beats your head against walls. It went so far past you you declared every other conservative does it too. By your definition of conservative, which is a Trump parrot with no ideals, morals, ethics, or platform beyond Orange man good, that's correct.
True conservatives don't like Trump one whit. My mother has never voted for a non Republican in her life, but she is this election.

Too funny.

Did you mean... Every conservative nose grows.

Tesla is a good buy today even at 52 week highs. There is a growth path forward in which new factories are coming on line
Giga
Shanghai
Berlin
Texas

+ Giga Nevada battery factory adding lines.

Limiting factor is battery. Battery day should lay out the path forward.


Tesla is profitable , last 4 quarters, and believe this will continue.

I am looking long term. Min 5 years to 10 years.
I am looking for production to double approx every year.

600k this year goal
1.2mil min goal next year
2.4mil + in 3 rd year.

I've posted the 2020 NC transportation outlook on the Sift. It is really worth a look.



Also any one interested should look at Kathy Wood of ARC investment. Just look for her on you tube.
This is ARC investment link
https://ark-invest.com/analyst-research/tesla-price-target/

Sandy Monroe ( you tube) tore down a 2012 and a 2020 model and was astonished at not only in improvements but absolutely astonished in the technology lead of the produce. His group does this and sell reports to all. Evey Asian and Europe atuo manufacture has bought his report. Not 1 American Auto maker has.

Ford, GM are far behind.

Every ICE maker ( ICE Internal Combustion Engine) will have to not only continue that investment and also invest in EV. Dont think they have enough Research investment dollars on hand to do both.



Musk is a visionary Just look at what he is doing besides cars.

Space X . Few step into the space race and succeed like Musk.

Boring company . Fed up with traffic jams he look for solutions. Looked at boring machines and found then to be 15 times slower than a snail. Got a team together and designed a boring machine 15 times faster.

Supplemental storage energy for peak energy demands.

Solar panels. Redesigned and lower cost of ownership.

Musk salary /bonus ties to achievement goals, not just a set amount.


This a BUY time.
This is like buying Apple when Steve Jobs came back to Apple.


Over valuation is what people see Tesla to be worth.
Market forces, Technological improvements and Government regulations will push EV market to forefront over the next decade. There is no stopping this.

@bobknight33 So how'd that battery day go? Did you notice Musk's tweet?

"We intend to increase, not reduce battery cell purchases from Panasonic, LG & CATL (possibly other partners too)."

Funny how they're buying cells from some of those companies I mentioned despite being 5years ahead of anyone else huh?

To be fair, if they're selling so many cars their enormous battery factories can't keep up, while other ev makers and their suppliers have batteries to spare, that's not bad.

Not being able to produce enough batteries for your own products would suggest issues in management, production and scope. Having to increase component supply from what are essentially competitors for several years in order to meet demand isn't really a good thing IMO.