Questions about EVs, Tesla, and Fisker
With Tesla earnings out of the way, I have an interview scheduled next week with Ross Gerber, President and CEO, of Gerber Kawasaki. He is a long time Tesla bull and follows the EV market closely. We are going to talk about EV stocks and the future of the EV sector. Please let me know if you have any questions you would like me to ask.
I have a question about margins, which are notoriously slim in the car industry. Does he have any insight on the kinds of margins Fisker can expect, and how that compares with the phenomenal margins Tesla achieves?
Great question on Margins^^^ not even sure how one evaluates Fisker margins!
Curious what he thinks about Which of the legacy automakers looks most likely to fail and disappear?
does he see a roll up among the EC start ups like Rivian/Lucid/Fisker/etc or an acquisition? Who is the likely consolidator?
I'm a bit more concerned with build quality and software. Lately it seems the EV market is plagued with build quality issues and software challenges, amongst other issues that may involve both (such as phone as a key).
This goes for Tesla just as much as Rivian, Ford, Chevy and maybe more I haven't heard. I love my Model 3 and likely got it at the most perfect time but the horror stories of others that were early adopters are far too many. I fear for others that will be buying Fisker in the first rounds of vehicles seeing the issues that came out in Model 3/Y, the R1T and R1S, the Mach-E and Bolt.
It really seems like even relatively minor issues take a long time to be resolved or never get the attention required for some owners.
As an investor, I am cautious that Fisker will also succumb to these issues and am curious if they have a plan in place for expected or unexpected service issues. Will they have a mobile service or service centers.
What about inevitable body work from accidents? Are they as picky as Tesla for repair and require specialized shops or can a Fisker vehicle be repaired anywhere?
@seancallahan Ross is an interesting individual on Twitter. I'd be interested in hearing his thoughts about the EV charging infrastructure and any plans to work with manufacturers to standardize the outlets. Especially with the infrastructure bill. So long as this hasn't been discussed before, that is.
Of course there are a lot of converters or adapters that can assist but it can be a lot of attachments form Tesla to CCS to J-1772 and many many more. Which is easier to convert? Plugs that are just about everywhere or the ports on new vehicles (obviously us old ones will need converters) but it'd be easier once a standard plug has been adopted then maybe convert the stations that aren't the standard and if you have an EV now, you'd only need 1 adapter.
@jrd1980mmo I used some of the questions from members of the forums here and other social media sites. Recorded it yesterday. The video is posted on the General Discussion thread on this forum in case you want to check it out.