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  1. Ogre

    Tesla Earnings Wednesday 25th

    Doesn’t need to. The fact that these cut in sooner than peaker plants essentially cuts them out of the loop. Having a huge peaker plant which never gets fired up is just as bad as trying to play head games with them. Any time the Megapacks kick on is a nail in their coffin.
  2. Ogre

    Arcimoto shuts down factory, stock plunges as it warns of bankruptcy

    Most people just want a way to get from one place to the other. The big problem with the Arcimoto was the fact that it costs $15k+ when it’s real competitors are scooters and ebikes which cost $2,000.
  3. Ogre

    Arcimoto shuts down factory, stock plunges as it warns of bankruptcy

    The big advantage of the FUV versus a moto Is space and comfort. The Arcimoto is a lot easier to drive than a motorcycle too. It’s more like a tandem smartcar than a motorcycle. You also have a roof so when it’s raining it’s not completely exposed.
  4. Ogre

    Tesla Earnings Wednesday 25th

    I think the big thing with Tesla’s energy offerings is their software. The batteries themselves are reasonably straight forward, but figuring out when to suck and when to blow power into the grid is a tough problem.
  5. Ogre

    Tesla Earnings Wednesday 25th

    I think you mean terra watt hours not GWh. Aside from that I totally agree. I’ve just seen posts from ZSG claiming Tesla will hit 60-80% margins and that strikes me as off. You don’t get those kind of margins unless you sell software.
  6. Ogre

    Tesla Earnings Wednesday 25th

    I’m a bit skeptical of ZeroSumGame’s claims about the Megapack. One of the big underpinnings of his claims about margins is some code which is “leaked” in their web code. This feels like a tremendously unreliable source of data. There is definitely a lot of smoke here though. So long as...
  7. Ogre

    Tesla Earnings Wednesday 25th

    There has been a lot of noise since the first of the year on Megapacks. Really hard to sort the wheat from the chaff. Tesla has a huge backlog of them and can sell them as fast as they can produce them. But what the margins look like and how fast they are ramping is a big mystery. They are a...
  8. Ogre

    Tesla Earnings Wednesday 25th

    How I HOPE the Cybertruck gets mentioned on this call. “We expect Cybertruck production will begin near the end of the quarter and if everything goes well customer deliveries will start in May”. Because that’s the only way I see a truck in my driveway for Christmas.
  9. Ogre

    Tesla Earnings Wednesday 25th

    Ok… earnings call is coming up. What are your thoughts on what we see? The growth numbers were a bit low in sheer volume, but Sandy Munro seems to think margins are going to be sky high. We also have the potential for a big positive surprise with (potentially) high margin megapacks making some...
  10. Ogre

    Arcimoto shuts down factory, stock plunges as it warns of bankruptcy

    They’ve been delivering their FUV for quite some time, but in small volume. I think the big problem is margins. Talked to my buddy who works there and there were only a few SKUs they made money on. They were only producing a couple hundred a quarter, you can’t run a factory on that volume...
  11. Ogre

    Arcimoto shuts down factory, stock plunges as it warns of bankruptcy

    I saw that. It’s a local business, I have a friend who worked there. Not sure if he still does or not. My wife and I had talked about getting one to pair up with the Cybertruck. Seriously bummed.
  12. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    Answered this about 2 pages back.
  13. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    I’ve owned my Tesla for 2 years and haven’t had this issue so can’t really say. When I do, I’ll shoot you a PM.
  14. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    I love the rubber floor mats from Tesla on mine, also the rubber mat for the rear storage area, we Live in the country, drive to random forest locations, and put dirty things and people in our car. We want it all hosable. Tesla gave us a free winter kit with mud flaps and some skin to protect...
  15. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    How’s the new Y treating you?
  16. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    Maybe if I sniffed more fumes the love affair with gas stations would make more sense.
  17. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    It takes 3 seconds to plug in the car. Since I do it at home it doesn’t matter how fast it charges. I’m doing something else. Often sleeping. Definitely not inhaling toxic fumes at a gas pump.
  18. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    It wasn’t an assumption. You said originally: You said right from go you were road tripping. Then later you changed your story up to back your 12 hour bladder weirdness.
  19. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    If your car has a low state of charge, you charge at 250 kW and add about 650 miles per hour. So about 55 miles. Cybertruck is likely to be twice as fast but we don’t know yet. The only time I’ve charged for 5 minutes is when the car was at 0% SOC and I was 10 miles from home and my wife...
  20. Ogre

    Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?

    PS this is a great argument for Ford spinning off their EV division unburdened by their legacy auto division. They could have an IPO to raise cash to run the business.
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