Valdemar
Posts: 2665
Joined: Tue May 10, 2011 10:32 pm
Delivery Date: 09 Sep 2011
Location: Oak Park, CA

Re: TSLA corporate outlook

Sat Jul 25, 2020 8:23 am

LeftieBiker wrote:
Fri Jul 24, 2020 5:51 pm
Amazon acquired or destroyed most of its competitors. Tesla is still going to have lots of competition in 5 years.
More than today it seems.
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB), -1CB(53.92Ahr)@140k/29mo,
51.1AHr, SOH 80%, 150k miles

9kW Solar

smkettner
Posts: 7501
Joined: Mon Aug 09, 2010 10:13 pm
Delivery Date: 26 Feb 2014
Location: Orange County, CA

Re: TSLA corporate outlook

Sat Jul 25, 2020 8:52 am

Valdemar wrote:
Sat Jul 25, 2020 8:23 am
LeftieBiker wrote:
Fri Jul 24, 2020 5:51 pm
Amazon acquired or destroyed most of its competitors. Tesla is still going to have lots of competition in 5 years.
More than today it seems.
If the competition survives to even compete. Amazon is still taking casualties.
1 bar lost at 21,451 miles, 16 months.
2 bar lost at 35,339 miles, 25 months.
LEAF traded at 45,400 miles for a RAV4-EV
RAV4 traded in for I-Pace Dec 2018

Valdemar
Posts: 2665
Joined: Tue May 10, 2011 10:32 pm
Delivery Date: 09 Sep 2011
Location: Oak Park, CA

Re: TSLA corporate outlook

Sat Jul 25, 2020 10:42 am

The main competition is backed by Ice business. If they have to pull their EV offerings from the market it will be because of low demand and not because they went under, low demand for EVs would not be good news for Tesla as well.
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB), -1CB(53.92Ahr)@140k/29mo,
51.1AHr, SOH 80%, 150k miles

9kW Solar

Zythryn
Posts: 1128
Joined: Fri Jun 04, 2010 4:49 am

Re: TSLA corporate outlook

Sat Jul 25, 2020 3:00 pm

Valdemar wrote:
Sat Jul 25, 2020 10:42 am
The main competition is backed by Ice business. If they have to pull their EV offerings from the market it will be because of low demand and not because they went under, low demand for EVs would not be good news for Tesla as well.
I think that is unlikely.
More likely is ICE manufacturers will fail because of lack of demand for ICE vehicles, not EVs.
So far, EVs have taken about 2% of the market. This number is growing.
Traditional manufacturers have to be ready for the switch. I don’t know if the switch will be in 2 years, or 30, but it will happen.
Previous owner of Prius, Volt, Leaf & Model S
Current owner of Model 3
http://www.netzeromn.com

GaleHawkins
Posts: 400
Joined: Sat Oct 26, 2019 5:24 pm
Delivery Date: 15 Oct 2019
Leaf Number: 311365
Location: Murray KY

Re: TSLA corporate outlook

Sat Jul 25, 2020 6:15 pm

Zythryn wrote:
Sat Jul 25, 2020 3:00 pm
Valdemar wrote:
Sat Jul 25, 2020 10:42 am
The main competition is backed by Ice business. If they have to pull their EV offerings from the market it will be because of low demand and not because they went under, low demand for EVs would not be good news for Tesla as well.
I think that is unlikely.
More likely is ICE manufacturers will fail because of lack of demand for ICE vehicles, not EVs.
So far, EVs have taken about 2% of the market. This number is growing.
Traditional manufacturers have to be ready for the switch. I don’t know if the switch will be in 2 years, or 30, but it will happen.
I find it hard to understand people can think EV's are in trouble. Building EV'S may not be rocket science but with only one profitable EV maker maybe rocket science is a requirement.

ICE makers that are operating in the red fully understand the game is over for them when their lenders pull the plug on them.

salyavin
Posts: 203
Joined: Thu Sep 26, 2019 9:51 pm
Delivery Date: 30 Dec 2019
Leaf Number: 318726
Location: Littleton , CO

Re: TSLA corporate outlook

Sat Jul 25, 2020 6:55 pm

EVs are not going away, the growth is not as fast as I had hoped. I still hear the same old stuff. My boss wants to drive across Kansas and is worried about range, most EVs go over 200 miles there are chargers. It takes too long to charge. How is 30-40 minutes too long? Just take a break and walk around a little? I had some othere go on about my acceptance of low expectations and putting up with long charging times. I suspect they or their children will eventually change over and the EV market will continue to grow. I was just hoping at this point with long distance charging networks and many EVs that can go a couple hundred miles (Tesla, Kia, Bolt, Audi) and drive those long distance we'd hit a quick turning point but I just don't see it yet, seems more gradual. Young people are often not seeing cars as needed more of a service so there is that shift going on too. I have heard for years people say ICE is going to collapse just wait, sure it is but it looks to be a slow process.

Valdemar
Posts: 2665
Joined: Tue May 10, 2011 10:32 pm
Delivery Date: 09 Sep 2011
Location: Oak Park, CA

Re: TSLA corporate outlook

Sat Jul 25, 2020 7:00 pm

Zythryn wrote:
Sat Jul 25, 2020 3:00 pm
Valdemar wrote:
Sat Jul 25, 2020 10:42 am
The main competition is backed by Ice business. If they have to pull their EV offerings from the market it will be because of low demand and not because they went under, low demand for EVs would not be good news for Tesla as well.
I think that is unlikely.
More likely is ICE manufacturers will fail because of lack of demand for ICE vehicles, not EVs.
So far, EVs have taken about 2% of the market. This number is growing.
Traditional manufacturers have to be ready for the switch. I don’t know if the switch will be in 2 years, or 30, but it will happen.
If there is demand for EVs the traditional manufacturers will ramp up their efforts to make them. Yes Tesla is leading in the niche today, but if EVs go mainstream will they be able to maintain this leadership? More compelling EVs are on the horizon, Nissan Ariya, Volvo XC40 recharge. Ford Mach E. They will surely take away some of the potential Tesla customers already. Even RAV4 Prime buyers will be cross-shopping the MY I'm sure.
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB), -1CB(53.92Ahr)@140k/29mo,
51.1AHr, SOH 80%, 150k miles

9kW Solar

coulomb
Posts: 106
Joined: Thu Oct 09, 2014 5:08 pm
Delivery Date: 07 Mar 2015
Leaf Number: 200445
Location: Brisbane, Australia

Re: TSLA corporate outlook

Sat Jul 25, 2020 7:31 pm

Valdemar wrote:
Sat Jul 25, 2020 7:00 pm
They will surely take away some of the potential Tesla customers already.
Yes. And there is only 98% of the market left to divide up! :)
2012 Leaf with new battery May 2019. New to me June 2019.

Zythryn
Posts: 1128
Joined: Fri Jun 04, 2010 4:49 am

Re: TSLA corporate outlook

Sun Jul 26, 2020 7:20 am

coulomb wrote:
Sat Jul 25, 2020 7:31 pm
Valdemar wrote:
Sat Jul 25, 2020 7:00 pm
They will surely take away some of the potential Tesla customers already.
Yes. And there is only 98% of the market left to divide up! :)
Bingo!
Previous owner of Prius, Volt, Leaf & Model S
Current owner of Model 3
http://www.netzeromn.com

coleafrado

Re: TSLA corporate outlook

Sun Jul 26, 2020 7:47 am

https://www.reddit.com/r/TeslaModelY/co ... ditioning/

Tesla's one advantage is that it has a lead in the North American market and has a whole local partnership with Panasonic. Everywhere else, like the EU, its competitors are on home turf.

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