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Short-Term TSLA Price Movements - 2015
- Thread starter Robert.Boston
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FredTMC
Model S VIN #4925
i don't have the link but tesla spokesperson said:
"Consumer Reports also found that customers rate Tesla service and loyalty as the best in the world. Close communication with our customers enables Tesla to receive input, proactively address issues, and quickly fix problems. Over-the-air software updates allow Tesla to diagnose and fix most bugs without the need to come in for service. In instances when hardware needs to be fixed, we strive to make it painless."
FredTMC
Model S VIN #4925
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
This would be a nice day for Google to announce an investment in TSLA, say 5% of the stock...
Fred: beat me to it
Fred: beat me to it
JRP3
Hyperactive Member
Exactly this of course. TFTF and his fellow rabid bears are relying on a false premise, i.e. that there is no market for Tesla if the other OEM's build compelling EV's, (which by the way none of them have yet, and we are still waiting to see how compelling the Bolt will be, but I predict not so much). Of course TFTF never claims that an EV by GM will cut into EV sales from BMW, or vice versa, or any other OEM, only Tesla.
FredTMC
Model S VIN #4925
I didn't pile on the CR report. I pointed out that intense EV competition from the incumbents will lead to lower margins and a loss of any sustainable advantage - while Tesla will still have a sub 1% passenger car marketshare in 5-10 years even in a best-case scenario.
Doesn't add up with the current market cap - LG and Samsung can quickly ramp up supply chains if needed with capital from major car makers.
This will hit Tesla hard even if it manages to solve/improve its reliablity issues over time. But I'm not optimistic on that front either.
Even if Musk's statement about Model X being the "hardest car to build in the world" is hyperbole how will the outlook for the X look like when the 'simpler' S has such issues today?
We wil see how these fancy X Falcon doors will hold up over time...
Or does anyone predict the X will have a better reliability score than the S? I wouldn't bet on it.
omg, I was just afk for three hours, and then this drop!
anyway, after a few minutes of thought, I set buy limits at 180 USD and 170 USD, just in case sh** hits the fan (flinged by the usual suspects).
EDIT: don't feed the tfrolls.
anyway, after a few minutes of thought, I set buy limits at 180 USD and 170 USD, just in case sh** hits the fan (flinged by the usual suspects).
EDIT: don't feed the tfrolls.
Last edited:
BMW in contrast to TSLA has very sane market cap and valuation metrics (same for GM post-2012).
I wouldn't write these comments if TSLA was trading in the mid-double digits.
mejojo
Active Member
hockeythug
Active Member
Sorry if this has ever been discussed before, I've never followed this thread/discussion before. Has anyone considered that Tesla's stationary products are going to use second life batteries? Just think about the incredible position that Tesla currently holds, to possess the ability to acquire the largest fleet of second life batteries for pennies, and immediately sell them as stationary storage products.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Yeah tftftftftftftftf... LG and Samsung can use a few of those pop-up factories they have in their back pocket to ramp up supply quickly, in the process undercutting Panasonic and Tesla price wise.
One last time: Focus on the LG innards, not the design. LG or similar suppliers can supply these EV kits to any large car maker...and they will try hard because of economies of scale once EVs / PHEVs become more mainstream.
There will be dozens of similar cars by around 2020, each one with a different design.
It's the same about people laughing about the BMW i3 design and not seeing the innards and innovative production methods. Or why do you think Apple was visiting BMW in Leipzig and also expressed high interest in their carbon fiber production supply chain?
The Blue Owl
Endangerous Herbivore
Consumer Reports Will Have Zero Impact on Tesla (TSLA) Model S/Model X Sales - Global Equities (Trip Chowdry)
http://www.streetinsider.com/Analys...Model+X+Sales+-+Global+Equities/10987134.html
The negative is of course that the door handles had issues. The positive is that despite the door handle issue, an executive of a very large company decided he would rather look totally ridiculous and roll down the windows to climb into his car than drive a different car. Which shows how dramatically more positive the overall experience of owning a Tesla vs. an ICE. Of course, I guess you would know better than me based on your signature. I only lease a Leaf, but would much rather drive it (within its ridiculously low range) than anything else. I know I'm probably weird, but I would gladly climb through the window of my Leaf vs. driving an ICE if the distance was within range.
tell me
who will buy a electric chevy sonic(ICE version msrp 14k) for 30K$ and can only drive at local
who will buy a electric chevy sonic(ICE version msrp 14k) for 30K$ and can only drive at local
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