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[traxx]

Remember that discussion on Tesla resale prices

As I said it's going to be a big problem
http://mobile.reuters.com/article/idUSKCN0ZT1HH

[Output Flange]

Excuse my naivety here, but I don't get the impression that Tesla are aiming to be a credible car company. Surely their long-term goal is own the network of charging points, and become the "Electric Exxon"?

[NRS]

traxx said:

Remember that discussion on Tesla resale prices

As I said it's going to be a big problem
http://mobile.reuters.com/article/idUSKCN0ZT1HH

Is that new cars or backdated for all cars?

[walm]

Output Flange said:

Excuse my naivety here, but I don't get the impression that Tesla are aiming to be a credible car company. Surely their long-term goal is own the network of charging points, and become the "Electric Exxon"?

You mean the ones they let their customers use for free?

Charging points is a non-issue.
Almost no journeys need one if you have a 250+ mile range.
Charge at home or at your destination.
It's just marketing for the paranoid.

As for the removal of the guarantee - it looks like they simply don't need it.
Now there is enough of a functioning second hand market with >50% resale at 3 years there is no need to hold cash back to reassure new buyers. Those new buyers can see perfectly well that the residuals are fine, no?

[AOK]

walm said:

You mean the ones they let their customers use for free?

Charging points is a non-issue.
Almost no journeys need one if you have a 250+ mile range.
Charge at home or at your destination.
It's just marketing for the paranoid.

As for the removal of the guarantee - it looks like they simply don't need it.
Now there is enough of a functioning second hand market with >50% resale at 3 years there is no need to hold cash back to reassure new buyers. Those new buyers can see perfectly well that the residuals are fine, no?

Supercharging is only free to Model S and Model X owners... they have pointed out that Gen 3 buyers will have to pay for the privilege.

Doesn't matter anyway, as soon enough they will start phasing in their ultra-quick 'battery swap' technology... no doubt they will own the battery packs and you'll pull up to a 'electric station' and simply swap out an empty pack for a full pack, essentially just paying for the new energy (read fuel)... if its 50% cheaper per mile than petrol, it will catch on quickly... completely illuminates range anxiety too (no different to feeling an IC-engine car). And they'll make a killing (if they can patent the technology).

https://www.youtube.com/watch?v=H5V0vL3nnHY

[walm]

AOK said:

And they'll make a killing (if they can patent the technology).

I haven't run the numbers but while I agree it will alleviate 100% range anxiety there just isn't the demand for it.
Hardly anyone drives more than 250 miles.
And the price you can... well... charge is limited by the price of fuel because if it is too expensive then the long distance drivers (their only real customers for swaps) will just stick with ICE.

So you have a limited demand product with a price set by something completely independent.
It's just not a great business model.

[twinturboz]

Alpinestars said:

What do you mean by a silver breakdown?

Sorry late reply was expecting silver to come down in price, not exactly happening since then.

Anyone played the gold miners recently? Quite the run for Gdx since Jan, feel like I've been waiting ages for a pullback in Gold to get back in was looking for a 1280-1300 figure.

Speaking of Tesla, could be on for a break out soon.

Edited by twinturboz on Thursday 14th July 12:53

[Output Flange]

AOK said:

Supercharging is only free to Model S and Model X owners... they have pointed out that Gen 3 buyers will have to pay for the privilege.

Non-Tesla owners also have to pay to use them. No idea how many people that is, mind.

[TooLateForAName]

AOK said:

Supercharging is only free to Model S and Model X owners... they have pointed out that Gen 3 buyers will have to pay for the privilege.

Doesn't matter anyway, as soon enough they will start phasing in their ultra-quick 'battery swap' technology... no doubt they will own the battery packs and you'll pull up to a 'electric station' and simply swap out an empty pack for a full pack, essentially just paying for the new energy (read fuel)... if its 50% cheaper per mile than petrol, it will catch on quickly... completely illuminates range anxiety too (no different to feeling an IC-engine car). And they'll make a killing (if they can patent the technology).

https://www.youtube.com/watch?v=H5V0vL3nnHY

Heard of Better Place?
https://en.wikipedia.org/wiki/Better_Place

[010101]

010101 said:

M3Driver said:

Is it still a 'no-brainer' to buy more, or is there a downside I should be aware of??

Do you enjoy sweating over the Baltic Dry?

Does the company have any structural debt?

[p1stonhead]

So anyone get into Nintendo about a week ago?

[AOK]

TooLateForAName said:

Heard of Better Place?
https://en.wikipedia.org/wiki/Better_Place

I hadn't... interesting reading, thank you.

I would say though, that Better Place were not in the business of both making cars and supplying energy, just the latter. So just because they failed, doesn't mean others can't succeed... and an EV manufacturer to boot.

[NRS]

AOK said:

TooLateForAName said:

Heard of Better Place?
https://en.wikipedia.org/wiki/Better_Place

I hadn't... interesting reading, thank you.

I would say though, that Better Place were not in the business of both making cars and supplying energy, just the latter. So just because they failed, doesn't mean others can't succeed... and an EV manufacturer to boot.

Part of the reason for the collapse of Better Place seemed to have been the strategy by the CEO, who tried to do too much at once. I don't know anything about the actual market, but I don't think it's the best example to use as battery pack swapping will not work as a business.

[Shnozz]

p1stonhead said:

So anyone get into Nintendo about a week ago?

Apologies for the laziness in terms of not DYOR here, but how are they fairing with the Pokemon thing? And who are the majority stake owners in the game etc as I understand Nintendo own a minority stake non?

[p1stonhead]

Shnozz said:

p1stonhead said:

So anyone get into Nintendo about a week ago?

Apologies for the laziness in terms of not DYOR here, but how are they fairing with the Pokemon thing? And who are the majority stake owners in the game etc as I understand Nintendo own a minority stake non?

Nintendo are 93.18% up since the launch of the game. They own 30% of Pokemon I believe. I think the rest is owned by 'The Pokemon Company'.

[EricE]

p1stonhead said:

So anyone get into Nintendo about a week ago?

I wish. I contemplated buying some shares when they were 15% up the day after the US launch but didn't follow through.

People are going crazy for this game.
https://vimeo.com/174821377

[twinturboz]

p1stonhead said:

Nintendo are 93.18% up since the launch of the game. They own 30% of Pokemon I believe. I think the rest is owned by 'The Pokemon Company'.

Shame you can't short them, I'd have taken some short on the US equivalent in the 38's.

[K12beano]

Well, I took my ARM profit early in the day....


Just going to wait for the bid to fail and I can buy back in...

[traxx]

K12beano said:

Well, I took my ARM profit early in the day....


Just going to wait for the bid to fail and I can buy back in...

Cant see the bid failing - they have the money and there are no regulatory issues

[K12beano]

I know - it was slightly tongue-in-cheek... But you never know. Fat Lady Singing, yet???