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Cars: 2015

Re: Cars: 2015

It’s not a truck, it’s a joke. But one that is going to win me a bottle of Scotch, so I think it’s hilarious. Bet is whether Tesla’s P/E ratio will be within a standard deviation of the S&P 500 average P/E ratio by 2028. If they go bust or get bought, I also win the bet.

Those are the only two scenarios I envision out of Tesla. They're either getting bought out, or going broke. There's no way he can keep operating like this for another decade.
 
Re: Cars: 2015

Yeah, what my friend (who works as a financial advisor for a major firm - caveat emptor) doesn’t get is that for them to be that close to the average P/E ratio, then investors would have to see them as a kind of average company. My frien thinks that the world is going to go electric and Tesla is going to dominate the market, so the “E” is going to go through the roof. Fine, but even if that happens, glamour investors are going to drive the price up proportionally even higher, and I will still win the bet. The only way for my friend to win the bet is if Tesla starts behaving like a normal, boring company, turning out predictable but not spectacular returns such that institutional investors (pension funds, etc) want to park some money there to keep it safe. Tesla is never going to be that kind of company - they’re going to blow up or get blown up, but they will never become normal and so investors will not treat them like they are normal.
 
Re: Cars: 2015

Looks aside, there is one point from this that stands out:

- The upgraded version of the truck has a 500 mile range. That is the first time I can recall seeing an EV with a range similar to a gas powered vehicle. Personally that is the big stumbling block as I'm someone who will drive 5-8 hours in a day around once/month without an opportunity to charge.
 
Re: Cars: 2015

Looks aside, there is one point from this that stands out:

- The upgraded version of the truck has a 500 mile range. That is the first time I can recall seeing an EV with a range similar to a gas powered vehicle. Personally that is the big stumbling block as I'm someone who will drive 5-8 hours in a day around once/month without an opportunity to charge.

The big stumbling block is going to be that it’s also going to take 10 hours to charge. This thing is a time bomb. Tesla is going to eventually **** up and start someone’s house on fire.
 
Re: Cars: 2015

The big stumbling block is going to be that it’s also going to take 10 hours to charge. This thing is a time bomb. Tesla is going to eventually **** up and start someone’s house on fire.

Whats the big deal bout 10 hours to charge? A charging station done to code should be no issue.
 
Re: Cars: 2015

I will say, I am impressed with the alleged 500mi range and towing capacity of the high-end model.

Could be a bunch of marketing BS on Musk's part, but...
 
Re: Cars: 2015

I will say, I am impressed with the alleged 500mi range and towing capacity of the high-end model.

Could be a bunch of marketing BS on Musk's part, but...

I've read that range on the X takes a big hit while towing. We'll see how this goes.
 
Re: Cars: 2015

You try telling an American to wait.

“My Apple Watch has to be charged daily?!”

Every Tesla owner has to wait now, I guess they accept that as I haven't read of any house burning as result of a Tesla charging
 
Re: Cars: 2015

It would be far more dangerous to charge more rapidly. 10 hours should be a comfortably safe rate (roughly equal to the rate of discharge). Much faster than that and I would worry.
 
Re: Cars: 2015

It would be far more dangerous to charge more rapidly. 10 hours should be a comfortably safe rate (roughly equal to the rate of discharge). Much faster than that and I would worry.
Tesla has a charging algorithm built into the car. I doubt you can charge it faster if you want to.

Sent from my SM-G950U using Tapatalk
 
Re: Cars: 2015

Just so - having a “charge control unit” effectively built into the battery is the only responsible way to sell lithium ion. You need to individually monitor the health and charge state of each cell and regulate the current to each one to ensure that they are charging evenly. And of course thermal monitoring is a given. Connecting unregulated voltage directly to the cell terminals would be a certain call to 911.
 
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