A friend of mine is interested in a #Ford #Mustang #MachE GT, so I did some research and learned of the following issues:

- There is currently a recall going on for the Mach-E regarding the windshield and the panoramic roof possibly flying off.

1/5
- Opening doors with phone or keyphob seems to work very unreliably.
- Unstable Bluetooth connection, so that phone-based functions (e.g. music, navigation via Apple Carplay) are often unusable.
- At CCS fast-charging stations, the #MachE charges only up to 80% with…

2/5
…fast DC, then it switches to slow AC charging (11kW). This is not adjustable and means that on road trips you effectively only have 200 miles of range instead of the promised 270.
- The #MachE's fast-charging limit of 150kW (DC) is rather underwhelming nowadays, in…

3/5
…particular for the price of a GT.
- The #MachE only delivers its max power for 5 seconds, then throttles down (acc. to Ford, this is necessary to protect the battery; IMO this is related to heat issues of NMC pouch cells which shouldn't be used in EVs anyway).

4/5
- Only few software updates and only partially OTA.

It's pretty obvious that also the #MachE doesn't technically come close to a #Tesla. Which is also the reason why e.g. #Edmunds says „it can’t be recommended over a #Tesla #ModelY Performance".

5/5

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More from @ceo_plus_ch

5 Jan
This might help explain #Tesla’s valuation:

Excl stock-based comp, I estimate a Q4/20 operating profit (EBIT) of approx 1.7b. FY 2020 non-GAAP EBIT would amount to 4.2b.

Comparison with #VW's Passenger Cars division (25 models) 2019:
- 12 times Tesla’s deliveries
- LESS EBIT! Image
If you compare revenue and operating profit (EBIT) on a per vehicle basis, the difference between #Tesla and #FossilAuto blows your mind!

How would the incumbents profitably sell #EV’s when their current profit margin with gas-guzzlers is only 600 bucks per car??? Image
Note: #Tesla‘s 2020 revenue and EBIT in the 2 tweets/charts above are my estimates. Tesla has not yet reported any financials of Q4/2020 and FY 2020. This will happen at the next earnings call by the end of Jan.
Read 4 tweets
3 Jan
1/15

#CarMarketSwitzerland 2020:
After the great news that #Tesla achieved 500k global deliveries, I dug a bit into the 2020 car market data of🇨🇭and could discover really amazing facts.

Highlights:
- BEV market share Dec 20: 16%
- Tesla with huge push in Q4 & Dec

(Thread)
2/15

#CarMarketSwitzerland 2020:
Compared to Q4/2019, the market is down by 14.6% in Q4/2020, with declines of up to 64% (Lexus). #Tesla increased its sales by nearly 30%.
3/15

#CarMarketSwitzerland 2020:
Compared to 2019, the entire #COVID19 year is down by 24%, with declines of up to 55% (Opel). With 6’042 deliveries, #Tesla could keep the 2019 level.
Read 15 tweets
18 Oct 20
Bin gestern mal in die Tiefen der Spezifikationen des #VW #ID4 und des #Tesla #ModelY getaucht und habe Euch diesen Feature-Vergleich zusammengestellt.

Bitte auch Fussnoten beachten.

Comparison in english -> next tweet.
Yesterday I dove into the depths of the specs & features of the #VW #ID4 and the #Tesla #ModelY. Even found some time to compile this feature comparison for you 😉

Please do also check the footnotes.

Feature-Vergleich in deutsch -> vorgehender Tweet.
In case you‘re wondering how the #ModelY can have lower #TCO than the cheaper #ID4:
- Teslas hold value better than other #EV‘s -> residual value after 10y assumed 10% for ID4, 20% for MY
- ID4 has 2y maintenance interval
- ID4 with higher consumption and higher fast-charge cost
Read 4 tweets

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