Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Buckminster]

The Taycan is only 5 passengers with ... leg limitations in the back row though

This and half the cargo volume of an S. The true comparison is Taycan Vs M3.

 

[StealthP3D]

yanking your deposit - Rennlist - Porsche Discussion Forums
The comments are a sobering read... for Porsche.

Nah, Porsche management is smugly thinking how right they were when they argued Porsche buyers don't really want an EV.

 

[EVMeister]

Lolz Twitter

 

[Lessmog]

Lolz Twitter

Subtitled:

Elon Musk
@elonmusk
Um
@Porsche
, this word Turbo does not mean what you think it does
9:35 em · 5 sep. 2019·Twitter for iPhone

 

[willow_hiller]

In speaking of Tesla competition, looks like Ford's put out some promos for their upcoming "Mustang inspired" crossover. They're definitely positioning it as a competitor to the Model Y.

Most interesting is how these promos seem to throw their ICE vehicles under the bus. The designers are talking about how EVs are superior: "The feedback from the throttle is immediate in only the way a battery electric vehicle can really give you."

 

[StealthP3D]

This and half the cargo volume of an S. The true comparison is Taycan Vs M3.

While I mostly agree, the price disparity makes that a non-starter.

 

[Drax7]

An electric 911 Porsche with superior performance and range would
Have been a serious contender. This thing taycan is dead on arrival.

However they are incapable of that, so this smoke and mirrors
Contraption is what they serve.

 

[StarFoxisDown!]

So Porsche sells 37K 911s around the world and you think Porsche is not going to sell 40K similar priced Taycans? Not sure about Porsche but VW sells in over 153 countries around the world. I think Porsche can move 40K Taycans.

I flat out do not think Porsche is going to be able to sell 40k Taycan's. I don't believe they will be able to get the lowest priced Taycan down to anywhere close to what people were thinking which was the 80-90k range. I think when Tesla does their S and X refresh, it will crush low end Taycan demand and I think Roadster 2 will crush high end Taycan demand.

 

[thait84]

Strong TSLA day today. Hopefully we can close north of $230

 

[ProfTournesol]

does somebody know if there is a thread/sheet with the sales numbers for month 1 & 2 of Q3? with the main countries? NL, NO, BE, DE, USA etc? (where the numbers are verifiable)

 

[Tslynk67]

I do for exciting the roundabout to let other the sake of other cars wanting to enter.

In Europe you indicate before you exit, but... (this example for left-hand drive cars - Belgian's are exempt from all rules)

If your exit is the first exit, you indicate right before entering the roundabout.

If it's the second exit the you don't indicate on entering the roundabout, then right after passing the first exit.

If you're taking the 3rd exit or after then you indicate left before entering the roundabout, then right after passing the the exit before the one you intend to take.

This is common sense.

 

[Thekiwi]

Even if Porsche made a great taycan at $100k, it is kind of irrelevant to Tesla investors.

The success of Tesla is not based on $100k luxury cars selling tens of thousands annually, it is based on a portfolio of mass market cars costing $30k-$50k selling millions of units annually.

 

[humbaba]

While I mostly agree, the price disparity makes that a non-starter.

I think that pretty much sums it up. The advantage of the Taycan is in the Porsche badging. Its an expensive badge, but for those to whom it matters: cheers!

Here's my bad luck charm for the day: >+4%

 

[UncaNed]

If you really want to excite the roundabout, tickle it in a sensitive spot

...rubbed with blinker oil first.

 

[Christine69420]

Taycan

Some love it's looks. Model S is the same.

I recently drove an i-Pace. Much better than my old ICE. A purring V6 ??? No gimme electrons!

The thing I really missed? Superchargers. And autopilot. But most? No superchargers? SuCs!

They can put up Ionity chargers at Porsche dealerships and perhaps the Ring. But else? Where are they? Charging at fastchargers gets old really fast! No Ionity chargers anywhere I went in the Jag.

Driving the i-Pace feels good. Quick. Nimble. But charging? Such a drag! Tesla wins the drag race every time.

And to be on topic? Almost a green portfolio now...

 

[humbaba]

that was quite the spike at close, but still up >4%!

 

[Rb48888]

I don't believe they will be able to get the lowest priced Taycan down to anywhere close to what people were thinking which was the 80-90k range.

Not to mention an $80k base Taycan would mean what... a $70k base e-Tron GT?

 

[kengchang]

 

[jhm]

There will always be Porsche die hard fans....but if Tesla can start producing the Roadster by Q4 2020, Taycan really is dead. If Tesla does the S/X refresh in Q1 12020, Taycan is also dead. If Tesla does Roadster by Q4 2020 & S/X refresh by Q1 2020 the not only is the Taycan dead but Porsche's entire lineup and the company as a whole is seriously threatened. Porsche exec's have gotta be sweating bullets at the response so far from the reveal.

 

[Fact Checking]

So Porsche sells 37K 911s around the world and you think Porsche is not going to sell 40K similar priced Taycans? Not sure about Porsche but VW sells in over 153 countries around the world. I think Porsche can move 40K Taycans.

So the thing is, the Porsche Taycan is primarily competing with the Porsche Panamera, which has the following specs with the most expensive engine:

• Porsche Panamera Turbo S E-Hybrid Sport Turismo 0-60 – 3.2 seconds

The Taycan is beating that with 2.8 seconds, but doesn't come close to the 2.2 seconds of a Model S P100 Ludicrous.

An entirely rational decision by Porsche buyers would be to:

1. Not buy a Panamera, because the Taycan is faster and sexier,
2. many of them won't buy the Taycan either, because when comparing it to the other top EV: a Tesla accelerates better, has higher top speed and almost twice the range,
3. not to mention expected first generation technical problems: Porsche might have 100 years history as an ICE engine maker, but is otherwise an EV virgin.
   
4. (Probably less than 5% of Porsche buyers are using them on the tracks, so track performance does not matter, even if they have 4 vomit bags installed for the experience. )

So what would a large chunk of Porsche buyers do, even if they don't want a Tesla for some reason? Defer the purchase and wait. I think Porsche dealers are going to find it harder now to convince their customers to buy the ICE version.

And that's the biggest nightmare of ICE carmakers: cannibalization and Osborning.

But if there's an ICE carmaker on the planet that could in principle survive the conversion to EVs, it's Porsche with their high margins, very high customer satisfaction and brand recognition. I'm very curious of the next 2 years of Porsche sales.