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user9995

8 karma · joined October 25, 2018

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user9995··on Tesla Third Quarter 2018 Update [pdf]
>Its not necessarily unhealthy to keep some debt around, especially through the 2013 through 2017 timeframe when interest rates were abnormally low.

The Tesla bonds in question have a coupon of 5.3% and were sold into one of the lowest interest rate environments in history. They currently have an 8.5% yield. Rolling debt over on those terms is not fun.

user9995··on Tesla Third Quarter 2018 Update [pdf]
>They do, but no one wants to go to one of the few Nissan dealers in their area to charge their car in the event they need it.

Where I live we have 2 Nissan dealers and zero Supercharging stations.

user9995··on Tesla Third Quarter 2018 Update [pdf]
>I'm not sure where you get your information,

Laughable, isn't it? Once second of Google would prove it wrong. People literally don't care about reality when it comes to this company. Some PR site says it, and it becomes "fact". The list of things people claim Tesla has done/can do that has no basis in reality is long and growing longer.

user9995··on Tesla Third Quarter 2018 Update [pdf]
>What is this based on?

This is the "everything is Silicon Valley" view of the world.

Another hilarious one is: "why doesn't everyone just bike to work?"

user9995··on Tesla Third Quarter 2018 Update [pdf]
>Partnership/expansion of for-profit networks will never get there.

So people believe that Tesla is going to upend the entire auto industry, but can't believe that some company will figure out how to build nice charging stations?

So many contradictions in the arguments here. Yes, the Supercharger network was, basically, necessary for Tesla to reach a critical acceptance level. But operating and maintaining those stations is not free.

The idea that the major fuelling stations won't start adding fast chargers is incredibly naive. They already have the infrastructure and real estate. It's a no-brainer. If/when EV demand reaches those levels, it will happen.