The c919 is much more like a Boeing 737 or Airbus A320 than like a 717. In particular it has wing mounted engines, not rear mounted.
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erthquake
Active Member
Uptick correlates with pro-Tesla talk at Sohn Conference:
After calling Amazon's surge last year, Social's Palihapitiya picks Tesla at this year's Sohn
That is true, but the original fuselage, much of the electrical and hydraulic systems looked like C717 extracts. The engine placement and wing are entirely different, and the fuel system appears to have nothing comparable to any legacy. My best guess is that they started with cribbed DC-9 series designs, later found wing mounted engines worked better, as almost everyone else has recently, so used other approaches. My comment was based on their justifiable effort to reduce development cost by cribbing what they could. FWIW, there is almost nothing A320-like except for fuselage dimensions, which are pretty much A320 dimensions. The wing, by contrast was actually done entirely by Comac and is supercritical. By the time they finished it was all theirs, part of the reason it has taken so long.
I was wiring shorthand,and obviously oversimplified to say the least.
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sahanim
Member
RobStark
Well-Known Member
JLR is engineered and manufactured in Europe. JLR European market share is less than 1%
Volvo is engineered in Europe. And save for the S90 and LWB S60 manufactured in Europe. Volvo's European market share is less than 2%.
Volvos,Jaguars and Land Rovers are not being imported from overseas displacing European Jobs and GDP.
Nissan and Renault have cross ownership and have an "alliance" in engineering and procurement but they remain separate companies.
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so apparently the rumor is einhorn is going to give an extensive short presentation on tesla at ira sohn tomorrow. the recent pop around 230p est was a manager who gave a bullish call on tesla.
here's the wikipedia on the guy who gave the bullish presentation.
Chamath Palihapitiya - Wikipedia
here's the wikipedia on the guy who gave the bullish presentation.
Chamath Palihapitiya - Wikipedia
Can anyone explain to me why hedge fund managers like Einhorn are taken seriously by the public/media? Here's his recent performance at Greenlight Capital:
erthquake
Active Member
I think in 15 years, a company will be worth over 2 trillion dollars. My bet is on Amazon, but might be Apple or Alphabet if they don't get disrupted before. Facebook also has a shot if they create a product around Virtual reality and Augmented reality (VR glasses, and content...), which might disrupt the smartphones and computers altogether.
So if Tesla is in the top 5 biggest valuation in 15 years, which is plausible given Elon's ambition. Then they might be in the ballpark of 1,5-2 T.
2T might seem huge, but already any company that is worth more than 400B, if their market cap keeps growing at a rate slightly higher than the market (say 12% on average), in 15 years it's over 2 trillion.
So if Tesla is in the top 5 biggest valuation in 15 years, which is plausible given Elon's ambition. Then they might be in the ballpark of 1,5-2 T.
2T might seem huge, but already any company that is worth more than 400B, if their market cap keeps growing at a rate slightly higher than the market (say 12% on average), in 15 years it's over 2 trillion.
racer26
Active Member
The point is that the statistics show these guys (by which i mean, hedge fund managers and several analysts who cover TSLA) are significantly worse than blind luck. You would literally be better off choosing stocks at random than following their advice.
erthquake
Active Member
Right, but the only reason anyone pays attention to Einhorn himself is because he's know for calling the 2007/08 crash.
Edit: I don't know enough to know whether his call was lucky or well-informed.
racer26
Active Member
*shrug* at the rate those guys spew speculative statements, at least some of them are bound to turn out correct.
JRP3
Hyperactive Member
I think that one was pretty obvious. I was telling friends and family about it well in advance and positioned myself accordingly, and I'm not claiming any amazing insight.
I think it's almost everyone other than Tesla trying to kick the transition to EVs down the road for as long as possible that is going to give Chinese automakers a massive opening to mature markets. I don't think any of this is an issue for Tesla, because from today, with over a year wait for new Model 3 reservations, through at least 2030, I think there will be a considerable gap between the demand for long range EVs and the supply, even if we reach the point of ten million plus Chinese EVs exported per year.
RobStark
Well-Known Member
It is in everyone's nature to pick the lowest lying fruit first. The Chinese EV makers will concentrate on meeting domestic demand which will give the legacy automakers time to get in before Chinese EV makers can turn their sights on foreign markets in any serious way.
racer26
Active Member
They've successfully kicked the transition down the road for 20 years. Why would they think that some Silicon Valley Startup is a reason to maybe stop kicking and try?
Tesla’s gross margin on the Model 3 could be a game changer in the auto industry
The margin is probably more important than some guys speculating about the SP, and btw more of a topic for the short term thread
The margin is probably more important than some guys speculating about the SP, and btw more of a topic for the short term thread
We've already seen signs of the legacy automakers moving to the world's EV future within the borders of China, while dragging their feet outside of China in regard to this very same global shift. I think this will largely continue. I think it is quite probable consumers outside of China will be more open to try a Chinese EV than otherwise as they are irked by the likely to continue feet dragging strategy by the likes of Toyota, Ford, etc. i.e., that these global giants might actually be offering such EVs in China but not in the U.S. or Europe would just add to the irritation/desire to look elsewhere, including Chinese built vehicles.
Sure, you have stated facts. None of these are major market movers. All of these are ambiguous.
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