Tesla model 3.........discuss

[DSpencer]

Re: Tesla model 3.........discuss

Sure, why is the customs /shipping data showing motors (yes, described as parts) from Fukuta to Tesla Motors. Fukuta does not sell or advertise motor parts , Fukuta sells complete ac induction servo motors.

Securities fraud! Do you drive a Tesla vehicle?

I'm fascinated by people mesmerized by Tesla motors without understanding how the car is made and the supply chain.

Please tell me how I fabricated the bills of lading from Fukuta to Tesla Motors, have I fabricated the Fukuta web site that clearly shows Fukuta sells complete motors, have I fabricated the Chinese news articles that show China Steel corp investment in Fukuta because they are the supplier of the motor/ drive unit for Tesla Motors?

Damn right securities fraud!

"Short and distort" is a type of securities fraud in which Internet investors short sell a stock and then spread negative rumors about the company in an attempt to drive down stock prices.

You claim that Tesla does not build their own motors. This is clearly disputed by the video posted above, showing them building their own motors while the narrator says "Tesla Motors builds most of its car components in house, including the A/C or alternating current motor". There's literally a video showing and stating explicitly that what you say is false. And still you want us to scour bills of lading and crappy translations of Chinese news articles? I don't give a damn about your bills of lading. The entire explanation has already been painstakingly laid out to you on numerous occasions anyway.

The origin of our dispute was you making false (and idiotic) claims about Tesla's accounting. Even you seem to have given up that nonsense.

Your actions fit the definition of "short and distort" like a glove. Fortunately for you, nobody takes you seriously so you can't actually impact the stock price. And if you're so worried about saving investors from bubbles, why don't you go to a forum where there are actually known TSLA investors? To my recollection there hasn't been a single person saying they own TSLA, saying they were going to buy TSLA or advising others to do so. To the contrary everyone here seems bearish to neutral.

And no, I don't own a Tesla nor have I ever driven one. I have talked to someone I know through the passenger window of their Tesla, so I guess I'm more biased than the guy buying put options.

Anyway, I've made my position clear and I ate all my lunch. Carry on tilting at windmills.

[BK]

Re: Tesla model 3.........discuss

Dspenser, why is Fukuta shipping motors for all these years if Fukuta doesn't make the motors?

Waiting. Where did all the export/import data come from between Tesla and Fukuta. Tesla Motors uses motors designed and built by http://fukuta-motor.com.tw/

Best Regards

[Milton Kuo]

Re: Tesla model 3.........discuss

At the very least, watch this video which is actually interesting to anyone who cares about how the motors are made:

https://youtu.be/ZOriitPjlcw?t=5m25s

Thanks for the link! This was quite an interesting video. From the look of things in the video, Tesla's manufacturing process compares favorably with VW's for their Phaeton:

I'll in-line the Tesla video here so people can watch it without opening a new tab:

[BK]

Re: Tesla model 3.........discuss

A great video on copper ac induction motors and includes interview with Fukuta GM,,,, no interviews with Tesla Motors representatives.

you are watching the assembly of a Fukuta motor - shipped to tesla motors in parts.

If I had apple ship Mac Book Air parts to my home and assemble the parts have I become a manufacturer??

[Milton Kuo]

Re: Tesla model 3.........discuss

And ... Tesla is recalling 2,700 Model X SUVs because of a problem with the third row seats sometimes falling forward in a crash.

http://www.cnbc.com/2016/04/11/tesla...el-x-cars.html

The Model X is a very expensive car so the total number of sold cars isn't high enough to create a logistical and financial super snafu when a recall occurs. However, if the down payments for the Model 3 are an indication of how many of those Tesla will sell in a relatively short period of time, Tesla must iron out the kinks or it could cost them a lot of money.

[BK]

Re: Tesla model 3.........discuss

Logistics and supply is the problem for Tesla Motors.

Every car company is a system integrator - meaning they buy parts and assemble them into a car. But, the largest most sucessful own and control part of the parts supply (motor works is often part of the major auto companies). But, when the large auto companies look for a supplier you need to select a parts manufacturer that is big and financially stable. Smaller suppliers may be cutting corners to survive and thrive.

Model X numbers are so small and yet one of the reasons Tesla Motors is selling at a $30 Billion (unsupportable and illogical) valuation.

[BK]

Re: Tesla model 3 - Motor manufacturer - Tomita-Fukuta article

This article goes into detail about the company that manufactures motors for Tesla Motors.

https://www.facebook.com/pilatus.int...70293879810521

Actual link to article http://money.udn.com/money/story/8889/1618944

Translation: https://translate.google.com/transla...944&edit-text=

[loweyecue]

Re: Tesla model 3.........discuss

A design can be imported - Why can't Tesla do a JV with Fukuta to set up a mfg plant or two in the US or in China? A new plant can be stood up and ready for production in a year or so, if they focus the right type of teams on it. There may well be other manufacturers with similar facilities that can be acquired and re purposed to produce these engines.

[flintlock]

Re: Tesla model 3.........discuss

I'm not so sure why people are so excited about the deposits. Aren't they fully refundable if the buyer changes their mind? Though I suppose it still adds up to a nice interest free loan. It could also lead to a cash crunch if the herd decides to go in another direction. The price will probably continue to climb from the original $35k . Realistic prices will be in the low 40s, which is not that bad, but likely to cause a lot to pass who were enthusiastic at $35k. . Couldn't Tesla get in trouble if too many back out? Will tight supply cause even more to move on to something else? I actually considered putting down a deposit but then thought better of it. But it would be interesting.

[BK]

Re: Tesla model 3.........discuss

loweyecue, Who or what is going to lend tesla motors the cash to build engine mfg plants in the USA or China? There isn't enough demand for Tesla cars (400,000 $1000 deposits is nothing for the average car manufacturer) and Tesla Motors is essentially broke if you consider their cash burn rate and inability to generat income from selling cars. People forget that the Tesla has yet to prove that it can generate positive cash flow and income from selling cars.

[BK]

Re: Tesla model 3.........discuss

Flintlock,
Tesla Motors is a mania. When Charles Ponzi was near the end he saw the biggest boom in his business.

When South Sea Bubble a few months from collapse Sir Issac Newton (a guy pretty good in math) re-invested is entire fortune.

[vt]

Re: Tesla model 3.........discuss

BMW loses three key executives in it's core electric car development team to Future Mobility Corporation owned by Tencent Holdings, a Chinese firm.


"BMW unveiled the i3 battery electric vehicle at the Frankfurt Motor Show in 2011 and began selling the vehicle two years later. The i3, marketed as an ecological city car, was soon followed by the futuristic i8 plug-in hybrid sports car.
But sales haven’t lived up to the hype, and BMW has slowed development of future models. Last year, BMW sold 24,057 i3 models, and 5,456 i8 models, a 66% increase in BMW i division sales."

http://www.wsj.com/articles/bmw-lose...ine-1461086049

[lakedaemonian]

Re: Tesla model 3.........discuss

What I'm wondering is if the traditional big manufacturers, already knee deep in hybrids/pure electrics(Toyota/BMW/Mercedes/GM), will be developing new modular platforms that are pure electric and/or ICE range extension and just in a holding pattern until battery cost/energy density improves enough to push hard, rather than just being an insincere exercise in future tech branding.

I've seen a prototype of a well known manufacturer up close and personal that is far more than just a prototype but a well refined vehicle ONLY awaiting a battery pack that is cheap enough and dense enough for guaranteed roll out sometime before 2020.

That was almost 2 years ago.

In 2 months my Stanford cohort gets an hour and change with Elon Musk and a factory tour the following day.

I'm keen to see if/how it all adds up.

[BK]

Re: Tesla model 3.........discuss

Considering man has been working on perfecting batteries more than 100 years we may be near the end of optimizing this technology? Maybe the pure electric is an its outer bounds of performance and hybrids/electrics with range extenders will win the day?

If you go on a Tesla Motors tours please ask to see where they build the motors (or don't or assemblethje part they get from Fukuta).

http://web.roc-taiwan.org/us_en/post/4981.html

[aaron]

Re: Tesla model 3.........discuss

They will just sell debt. Hey banks, we have an order for a gazillion cars. All we got to do is build them. Can you help?

The answer will be yes, so long as they have greased the proper hand.