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[Closed] Tesla - on the way out?

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It's still early days for e-cars.

If the manufacturers could collaborate to standardise on battery size & shape, it would be possible to swap batteries at service stations in the same time it takes to refill a fuel tank, probably faster. Smart power metering would allow you to pay for just the extra charge on the replacement full battery. Give it time.


 
Posted : 01/08/2018 9:09 pm
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it would be possible to swap batteries at service stations in the same time it takes to refill a fuel tank, probably faster.

Again which problem is that solving for most journeys? Battery swaps is an interesting idea but only if your doing over 300 miles in a stretch, given that is about 5hrs of driving it's about the right point for taking a decent break.

From here in Manchester 300 miles gets me to the south coast or just about Ft William


 
Posted : 01/08/2018 9:15 pm
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It's solving the problem of rapid recharging away from a suitable power source. It would work for the longer journeys, and for those people who live in flats & park cars on the street. So the infrastructure change would be minimised.


 
Posted : 01/08/2018 9:22 pm
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800v chargers will give 80% of a 300-350mile range charge in 15mins I believe. 15mins every 250mile sounds absolutely fine to me. These chargers will be available next year.


 
Posted : 01/08/2018 9:43 pm
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All the big names are producing, increasing the the amount the produce or planning to.

Are they though? Hyundai admitted they didn't contract for enough batteries for the ioniq, so for the new Kona they... order hardly any batteries. At their current rate of production Tesla will build almost twice as many cars annually as Jaguar, total, not just electric. Everybody thought the new Leaf would have a 60kwh battery, but then it comes out with a 40kwh one instead. VW have said they are constrained by battery supply. Toyota, having given up on fuel cells, are now wanging on about "self charging hybrids". Most companies are introducing hybrids, but nobody has really grasped the nettle and invested much of their own money in the one big bottleneck.

I'm sure the third party suppliers will get there at some point and things will really start moving - there is a lot planned for 2020 - but Tesla are there now.


 
Posted : 01/08/2018 11:27 pm
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800v chargers will give 80% of a 300-350mile range charge in 15mins I believe. 15mins every 250mile sounds absolutely fine to me. These chargers will be available next year.

Yeah but who can spare 15 mins in 5hrs of driving!!


 
Posted : 01/08/2018 11:44 pm
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@snaps: fair enough, I assumed based on all their adverts for hybrids and the fact that they've been trying for years and you can still count them all on your fingers 🙂

They're currently having difficulty in their largest market, California:

https://www.greencarreports.com/news/1117927_hydrogen-supply-shortage-leaves-fuel-cell-cars-gasping-in-california


 
Posted : 01/08/2018 11:52 pm
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While Tesla managed to ship 16k units last month it should be noted that ford sell roughly 2500 f series pick ups per day in the us alone.

It is an impressive start from Tesla but they are still a novelty/prestige item for now. If any of the majors can come up with a car at a sensible price it will be a game changer.

hydrogen and solid oxide fuel cells were bullshit for cars since they were proposed.


 
Posted : 02/08/2018 12:01 am
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do you think EV’s would be where they are today?

largely nowhere, still a small niche? Yes. EV's will happen for the masses, it'll just take another 10/20 years to fully catch on.


 
Posted : 02/08/2018 2:23 am
 Drac
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Yeah I’m postive they’re upping production they’ve pretty much all stated they would. For example.

https://uk.reuters.com/article/uk-volkswagen-electric/volkswagen-expects-to-beat-electric-car-sales-goal-on-china-europe-demand-idUKKCN1IT1RC


 
Posted : 02/08/2018 5:08 am
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I think they’re never going to take on the big guys but what they have done is put a massive spotlight on EV’s and start some real social change and that is highly commendable

Wasn't that the point of Tesla in the first place? I seem to remember reading that Musk had the intention of making their technology open source anyway; hence, effectively killing off Tesla as a primary manufacturer. Aside from that, I've always had the impression Tesla were a fly-by-night operation; at least as a car manufacturer.


 
Posted : 02/08/2018 5:52 am
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"800v chargers will give 80% of a 300-350mile range charge in 15mins I believe. 15mins every 250mile sounds absolutely fine to me. These chargers will be available next year."

While it's a nice tag line are you really going to purposefully shorten the life of your battery life by using that service ?


 
Posted : 02/08/2018 6:17 am
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Yes, as for me and most people it would only be required very intermittently, home charging would cover 99.99% of my needs. Ofc EV (in their current form) aren't suitable for everyone but they're already at the point that if you've got the money to spend on a high-end EV then range anxiety isn't really a factor for most people anymore and it's only going to improve & get cheaper.


 
Posted : 02/08/2018 8:17 am
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all EV is is transferring the pollution

so if the range and charging issues that people seem anxious about means people use their cars a little less casually and configure their lives a little more carefully in terms of where they live and work...  then everyones a winner. Even if the power being generated isn't any cleaner.


 
Posted : 02/08/2018 8:58 am
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The power generated is a bit cleaner over all - given the amount of renewables now available ( and nuclear if you count that as clean 😉  )


 
Posted : 02/08/2018 9:19 am
 Del
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Yeah I’m postive they’re upping production they’ve pretty much all stated they would. For example.

I'm sure you're right in that they're making the right noises and going in the right direction, but they could be going a lot faster. That article even mentions that VW don't know if they will have enough battery supply to serve the southern hemisphere at all, and also mentions the 12 month waiting list for the e-golf which, while apparently a very good and popular car, they have stopped selling altogether while they come up with their newer ID range in a couple of years time.

It seems everybody is planning to mass produce EVs in either 2020 or 2022, although in what numbers remains to be seen. How many Teslas will be on the roads around the world by then?

I wouldn't like to guess whether Tesla will remain a small brand or become a mass manufacturer in their own right when the transition eventually happens, but I definitely don't think they're going away.


 
Posted : 02/08/2018 10:07 am
 Drac
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Golf E proved to be extremely popular so they peaked their planned production way before they expected. It’ll be interesting to see how the ID range performs, it’s what I’ll be looking at.


 
Posted : 02/08/2018 11:01 am
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This thread is funny. People arguing from so many misconceptions my thumbs simoly cannot cope with the typing required to respond on my phone 🙂


 
Posted : 02/08/2018 11:13 am
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molgrips earlier


 
Posted : 02/08/2018 11:19 am
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Looks like it could be going private at a fair premium.....

https://www.independent.co.uk/news/business/news/tesla-elon-musk-tweet-stock-market-share-price-private-funding-a8481631.html


 
Posted : 08/08/2018 11:48 am
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TESLA have a huge market cap for a company which has never made any money and have no IP.

They have a product which is no longer a concept a great pr team and quite rightly the investors want to know when they are going to see returns. People aren’t giving their money to improve the world they are investing to make money. Trouble is Elon does not like it when these questions are asked.

going private will take these conversations out of the public eye but they will still need to be had.


 
Posted : 08/08/2018 7:02 pm
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As long as the offer he's making is real, and not just a way of showing off on Twitter. I see the share price has gone up, which is nice for Musk and is a two fingered salute to all the short sellers, but if he's making it up...He could wind up in Jail...


 
Posted : 08/08/2018 7:11 pm
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Makes a lot of sense, the whole quarterly earnings cycle is a huge distraction for a growing tech company and does detract from long term focus..

We'd also benefit from the sale as the wife and I both own Tesla stock indirectly via SMT, which is 5% Tesla at the moment.


 
Posted : 09/08/2018 11:31 am
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Makes a lot of sense, the whole quarterly earnings cycle is a huge distraction for a growing tech company and does detract from long term focus..

for sure it is distracting but when you have a market cap which makes you probably in top 5 car companies by value in the world you stop being a playhouse and have to live up to the investors expectations. Sadly many of these expectations may be unrealistic as the PR team at Tesla has been so good compared to all other EV cars


 
Posted : 09/08/2018 3:33 pm
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but when you have a market cap which makes you probably in top 5 car companies by value in the world you stop being a playhouse and have to live up to the investors expectations.

Tesla don't set the share price, the investors do based on their expectations for the future; which may be wildly out. They have only themselves to blame if long term the share price doesn't live up to expectations. Despite what people think of EM personally, Tesla have been pretty up front about cash, sales, revenues etc; so there is no grand deception going on, just normal wild investor exuberance with a 'tech like' stock. EM has on a number of occasions said the share price is over valued....


 
Posted : 09/08/2018 3:45 pm
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well the soaring share price will have shafted a lot of short sellers and that might have been Musk's intention  - as to Musk tweeting that he has secured the funding to delist - if not 100% fact then could well be a US Securities law violation and not a small one

..and Tesla never had a quarterly earnings cycle only a quarterly negative cash flow report

it'll be text book when its all over


 
Posted : 09/08/2018 3:47 pm
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