Why would the German government select Tesla, specifically and exclusively, to "force" VW to collaborate with on remediation? Also, the German government has no jurisdiction over Tesla to get/force them to help VW. While it may make sense to us, it would never happen unless other companies were also involved and it was a deal to good to refuse for Tesla.
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Why would the German government select Tesla, specifically and exclusively, to "force" VW to collaborate with on remediation? Also, the German government has no jurisdiction over Tesla to get/force them to help VW. While it may make sense to us, it would never happen unless other companies were also involved and it was a deal to good to refuse for Tesla.
The Blue Owl
Endangerous Herbivore
It wouldn't make sense because of the vast differences in their objectives, and most importantly in their corporate culture. Those differences are irreconcilable. Much smaller investments from Toyota and Daimler didn't turn into bigger partnerships very likely for the same reason.
Not to mention, of course, that the German government cannot "force" a German company to partner with an American startup, nor would they ever try, under any imaginable circumstances.
Forcing them to invest in EVs (not to partner with Tesla) is slightly more plausible, I suppose, but I don't see them going that route either anytime soon.
It would make a lot of sense for political reasons.
1) Germany can force VW to do certain things.
2) If VW offered Tesla a $5-20 billion loan to build Battery Factories I don't think Tesla would decline the offer.
3) Tesla is the only company prepared to build a mass market EV. Tesla is also the only company preparing to build battery factories that will employ tens of thousands of people and will EV capable of building millions of EV's.
4) The last thing Germang would want would be for VW to go bankrupt and for tens of thousands of people to be unemployed.
5) It would be a vet big political win for Tesla and VW if both companies partnered on some level to save the German economy and speed up EV sales.
6) Tesla partnering with VW would probably help Tesla expand rapidly in just about every market.
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The Blue Owl
Endangerous Herbivore
It would make a lot of sense for the U.S., Russia and China to become economic and military allies. We could get world peace!
There are a lot of reasons to believe VW will agree to any settlement that is better than the alternative.
Volkswagen Could Have to Pay $90 billion for Its Emissions Cheat | Foreign Policy
At this price I really wish I had more spare cash on hand, but I'm picking up my impossible to build Model X on Wednesday and need to write a check for it.
The Blue Owl
Endangerous Herbivore
larmor
Active Member
From another post on TMC: regarding mercedes and diesel emissions:
http://www.forbes.com/sites/bertelschmitt/2016/02/02/dieselgate-reaches-daimler-a-defeat-device-by-another-name/#2715e4857a0b2f61a9d01891
So would this move the SP for mercedes, but keep TSLA stationary or cautionary since TM is expected to get it right, while others are actually cheating... I think we also need to revisit world wide sales of MS in 2015 vs. S Class... Just sayin'
http://www.forbes.com/sites/bertelschmitt/2016/02/02/dieselgate-reaches-daimler-a-defeat-device-by-another-name/#2715e4857a0b2f61a9d01891
So would this move the SP for mercedes, but keep TSLA stationary or cautionary since TM is expected to get it right, while others are actually cheating... I think we also need to revisit world wide sales of MS in 2015 vs. S Class... Just sayin'
The Blue Owl
Endangerous Herbivore
Yeah, I know of that statement. As I said, it would make sense for VW to start being serious about EVs (really, it would make sense for all automakers).
But you were talking about a VW-Tesla partnership, and that will just never happen, forced or otherwise, as long as a radical leadership change doesn't take place at VW.
I'll also point you to this article that goes into more detail.
How The EPA Won $1 Billion From Diesel Cheaters Long Before VW
Blatant stock manipulation. There will be real numbers that will answer questions about guidance, demand, production and delivery ramp for Model X, etc in one week. To publish articles downgrading the stock based on analyst's fears while containing false data one week before all questions are answered is criminal. There should be investigations to see if these people profit in any way when the stock moves based on their doom and gloom FUD, and they should be thrown in jail if they are. This is worse than insider trading.
I agree. The practical ongoing demand ceiling may be something like 10,000 model S a quarter without good sales in China. That could leave a Q1 with 12,000 cars delivered. That low number may be disastrous relative to expectations, but it hardly indicates a fundamental problem with Tesla.
For the investor, Q1 ER may be the best buying opportunity.
Krugerrand
Meow
Hmm...are you sure it even exists? It might just be a picture of your impossible to build vehicle that you'll get to see. But if it's a real X, take an umbrella. Wouldn't want you to get wet when those FWD don't open fast enough or don't open at all! Oh wait, you're in the Poconos...the doors will be frozen shut no doubt! Mostly though, I suspect your vehicle doesn't exist and they'll try and hard sell you an S from that vast inventory lot they've got out back because we all know demand for those have gone down the drain. :wink:
Some interesting news. The Prime Minister of the Netherlands and a special envoy met with (Tim Cook) Apple, Uber, and (Elon Musk) Tesla Motors, along with a few others today.
The Netherlands Prime Minister Meets with Top U.S. Business Executives in California -- SAN FRANCISCO, Feb. 2, 2016 /PRNewswire/ --
NLConsulateGeneralSF on Twitter:
The Netherlands Prime Minister Meets with Top U.S. Business Executives in California -- SAN FRANCISCO, Feb. 2, 2016 /PRNewswire/ --
NLConsulateGeneralSF on Twitter:
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I agree. 12,000 deliveries in Q1 would hardly indicate a fundamental problem. As long as they talk about the gigafactory, show progress on the Model 3, and report being able to produce at least 100 Model X's per week, then that should support the $25 billion valuation. Go Tesla!
I think the demand ceiling (i.e., not getting 50% yoy growth, but could still grow just slower) for S starts around 13-15k per quarter. They have been doing this without pushing too hard on referral/inventory last year.
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