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Electric and autonomous cars


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#3521 LeoVictoria

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Posted 18 January 2019 - 10:03 AM

I know y’all ignore me but it was actually relevant to this conversation what I highlighted....

 

Sad dasmo.  You know we love you.  In my eyes you'll always be the only investor with credibility.   And balls given the investment into the highly volatile Tesla.

 

Last year I said that the phasing out of the tax credit is going to be biggest threat to Tesla in the near future. Looks like those challenges are starting now and they are reacting.   Will be interesting to see if they can orchestrate the shift of production to Europe, and then shift that again to China from their new factory while US sales take a dip.  That should take them to the point of being able to profitably sell the base version of the Model 3 and offer leasing which should sustain demand but it's going to be a hell of a tricky year for them.



#3522 LeoVictoria

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Posted 18 January 2019 - 10:07 AM

Apparently Ford is readying hybrid and fully electric versions of the venerable F150 in part because they are concerned that Tesla (among others) are enough of an upcoming threat in that market.

 

But, I expect them to be priced to not sell like hotcakes, pardon my pessimism.

 

GM just hinted at the same..   "Stay tuned" for something to compete with the Tesla pickup truck.  That'll be interesting.  A good/mainstream EV pickup is at least 5 years away though.  


Edited by LeoVictoria, 18 January 2019 - 10:08 AM.


#3523 Mike K.

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Posted 18 January 2019 - 10:20 AM

The Human condition is hypocritical Mike. All things we humans do destroy something in order to create. It's a process of evolution to maybe achieve sustainability but deep down we know it's not really possible long long term.


Right.

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#3524 Mike K.

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Posted 18 January 2019 - 01:29 PM

In terms of weight I wonder if you could replace the 4x4 system in a half-ton to equip it with batteries while the motor picks up the slack once the juice is low. A winning truck needs to be reliable in that regard, but most pick-ups that never leave the city won’t need 4x4 (think municipal fleets).

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#3525 LeoVictoria

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Posted 18 January 2019 - 01:44 PM

In terms of weight I wonder if you could replace the 4x4 system in a half-ton to equip it with batteries while the motor picks up the slack once the juice is low. A winning truck needs to be reliable in that regard, but most pick-ups that never leave the city won’t need 4x4 (think municipal fleets).

 

That's basically exactly the Workhorse W-15.   Pickup targeting the fleet market.  130km electric range + gas range extender to go further.  Supposed to be in production now but not sure if it is.   Seems the company is a bit unfocused and working on some crazy autonomous personal drones at the same time.  

https://workhorse.com/pickup/

 

Looks like a neat platform but I doubt the economics at $52k make sense even if you put a relatively hefty price on CO2 emissions.    Capability wise it is still only a light truck.

https://cleantechnic...nica-exclusive/


Edited by LeoVictoria, 18 January 2019 - 01:48 PM.


#3526 Mike K.

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Posted 18 January 2019 - 04:52 PM

Right.

 

Fleet trucks tend to come in at the $25k range, and even lower depending on incentives or fleet discounts. To be competitive electric alternatives would need to come in at $35k.


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#3527 MarkoJ

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Posted 18 January 2019 - 07:26 PM

I would be willing to pay up to 100k for a Tesla truck with 400+ km of range. A F150 with a few options is already hitting 70k.


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#3528 DustMagnet

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Posted 18 January 2019 - 07:35 PM

I would be willing to pay up to 100k for a Tesla truck with 400+ km of range. A F150 with a few options is already hitting 70k.

 

I think a very large part of the market would not.  The pretty-common XLT trim starts at $32,600, so I'd say Mike's numbers are probably right.



#3529 MarkoJ

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Posted 18 January 2019 - 07:45 PM

I think a very large part of the market would not.  The pretty-common XLT trim starts at $32,600, so I'd say Mike's numbers are probably right.

 

Every other one I see has a Lariat badge. 

 

It's only a matter of time (8 to 10 yrs?) before there is a 50k electric truck. So many advantages like pretty much no need for generators on construction sites anymore. Just plug the power tools into the truck.  

 

I am in Taichung right now and super cool EV technology here. My friend has a scooter that goes 0 to 60 in 3.5 seconds, 80 km range, and the batteries you swamp at convenience stores using a card (no need to deal with a person). You walk in, drop the empty battery in a bank and pick up a fully charged one and throw it back into the scooter (no need to connect any wires). Works really well as my friend is not close a plug in his parkade. 


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Marko Juras, REALTOR® & Associate Broker | Gold MLS® 2011-2018 | Fair Realty

www.MarkoJuras.com - MLS® from $899 and $1,000 cash back for buyers | www.834sales.com & www.promontoryforsale.com - Building(s) specialist 

Looking at Condo Pre-Sales in Victoria? Save Thousands!

 

 


#3530 LeoVictoria

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Posted 19 January 2019 - 08:32 AM

I think a very large part of the market would not. The pretty-common XLT trim starts at $32,600, so I'd say Mike's numbers are probably right.

Different market though. Workhorse is targeting the fleet market so economics is all that counts (ok some fleets will pay extra for the environmental benefits but not most).

Consumer market is mostly about consumer taste, and consumers like expensive trucks. Average sales price for trucks in Canada is over $40,000

Edited by LeoVictoria, 19 January 2019 - 08:33 AM.


#3531 LeoVictoria

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Posted Today, 08:44 AM

Porsche reportedly now planning to make 40,000 of the electric Taycan per year.

That would be more than they sell of their 911.

#3532 Mike K.

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Posted Today, 09:25 AM

Ford just announced an EV partnership with VW, Porsche (owned by VW) just announced 40k cars, etc. Meanwhile Tesla’s stock price has imploded and its reducing its workforce.

Could a lot of this just be a ruse to unseat Tesla on the markets?

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#3533 Rob Randall

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Posted Today, 10:01 AM

According to the news this morning a lot of VW owners would love to trade their lemons for a VW, Porsche or Tesla. In fact I bet they'd take a Lada at this point.


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