Krugerrand
Meow
Pfft! I know mine right down to the last testicle. Cost basis: mouse
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
JRP3
Hyperactive Member
Nice surprise, the Hertz deal certainly wipes out any potential FUD from the software mix up.
jkirkwood001
Active Member
Didn't even think of this benefit. Even drive cars between locations to meet demand, drive cars through car wash, etc.
TheTalkingMule
Distributed Energy Enthusiast
One of the most news-neutral nothing-is-happening Monday mornings, yet.....not a peep on Tesla from CNBC. Lol
Bloomberg Radio had it on prominently, including the Brady deal.
2daMoon
Mostly Harmless
Another day's chores will remain undone as it becomes increasing difficult to drag myself away from watching the ticker.
Coming to the realization of this substantial lapse in personal productivity due to TSLA ownership really Hertz.
Coming to the realization of this substantial lapse in personal productivity due to TSLA ownership really Hertz.
SageBrush
REJECT Fascism
I was mulling over the reported Hertz sale, and I have to say that I'm not sure it should move the SP
- It reads as a vote of confidence in Tesla and I'm sure it is. But Tesla will not sell *more* cars because of this since demand already outstrips supply. And I'll play the Debbie downer and note that Hertz has to resupply its fleet in short order and Tesla may be the only manufacturer able at this time to meet the order.
- Will Hertz look after these cars and promote them as well as a private customer ? I doubt it
- Will these cars be used as much as a private car ? I doubt it will be more.
Will hertz keep the cars for longer or do people think they will continue to sell them after the usual period they do with ICE vehicles ?
A note: yesterday's after hours activity strongly suggests the Hertz news had not leaked. I'll categorize that as another tick to the Tesla team.
SunCatcher
Member
Hertz: "Hey Tesla, we want to buy 100,000 cars from you, but we need a deal."
Tesla: "Here's the deal; you give us full price like everyone else, and we give you the cars."
Tesla: "Here's the deal; you give us full price like everyone else, and we give you the cars."
Well at the moment the deal has added about $41 Billion of value to TSLA
I see what you did there.
Will Gordon Johnson call Tom Brady a busted Football Story?
2daMoon
Mostly Harmless
If the Tesla fleet extends the useful life of the car to multiples of the former ICE fleet, this move will likely turn the ship around for Hertz. A drastic and significant reduction in costs from maintenance and early retirement of assets as used sales, which in the past resulted in more new ICE purchases, should offer a huge positive impact to their bottom line.
You arent sure that a guaranteed order for 4.2B/1B GM is a positive? I dont go out of my way to criticize on this forum, but come on.....
The major difference in people who criticize Tesla or say its just another car are those that have driven one, versus not. This will be a massive multiplier effect in future demand. It also puts even more pressure on the other OEM's in showing how far behind they are.
I am just hoping you wrote this to try and temper your excitement. because if not, you need to take a vacation or open some vino...or something.
I do think that it allows Tesla to secure pricing and put the Model 3 lines into very efficient run sequences where each and every car coming out of the factory is exactly the same. Allows production to be more efficient and produce more in the same amount of time.
TheTalkingMule
Distributed Energy Enthusiast
Mike Santoli(who hates Elon/Tesla) just called Tesla's last quarter "good, but nothing that wasn't expected". Lol
ZachF
Active Member
And.... Facebook is now in the rear view mirror!!!
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