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

[Mark's Beagle]

GM was my guess too:

Show-off

 

[heltok]

Wonder if Tesla will integrate this into their autopilot somehow:

 

[EVNow]

Scoop: GM Working On Electric Pickup Truck With Tesla Powertrain | CleanTechnica

Still explosive news if true. About GM that is.

This is really bullish for Tesla and damning for legacy industries. Because, GM had one of the longest EV programs - and has sold nearly 200k plugins in US, right behind Tesla.

Is this in response to Ford tie up with VW - or Ford's action in response to this ?

 

[gora321]

Phil LeBeau‏Verified account @Lebeaucarnews
Tesla's charging stations are a massive 'competitive moat,' Morgan Stanley says http://dlvr.it/QykXPn

6:29 AM - 12 Feb 2019
Phil LeBeau on Twitter

 

[sweter]

These days in Europe....

"I am the man that charge you up"

That red one is mine! Delivery next week in Germany!

 

[Todd Burch]

I'm liking this (M)andatory (Morning) (P)eak.

I'm down with MMP, yeah you know me.

Edit: Surprised we're pretty much tracking Nasdaq despite the GM truck rumors which are getting less rumor-y by the hour.

 

[JRP3]

Surprised we're pretty much tracking Nasdaq despite the GM truck rumors which are getting less rumor-y by the hour.

Hasn't shown up on the Yahoo feed yet.

 

[EVNow]

Edit: Surprised we're pretty much tracking Nasdaq despite the GM truck rumors which are getting less rumor-y by the hour.

I don't think the market is considering that news or has absorbed it. It is like capitulation by GM … but SP is where it was yesterday morning.

 

[SebastianR]

I'm liking this (M)andatory (Morning) (P)eak.

I'm down with MMP, yeah you know me.

Edit: Surprised we're pretty much tracking Nasdaq despite the GM truck rumors which are getting less rumor-y by the hour.

Yep, liking this, too (MMP).

I don't think that the analysts have made up their mind why the GM thingy is good/bad yet. They need to fire-up their good old Excel models and add all kinds of assumptions for the drive train business.

I also don't think we have thought this through on this board yet. The questions I have are:

- Is this going to be more like "intel inside" including "Tesla inside" marketing or more like "ETA is driving pretty much every mechanic watch there but nobody knows"
- Is this for the long-haul? I.e. is this more like Panasonic providing cells to Tesla or is this more like a stop-gap since GM internal team failed such as the B-Class collaboration with Mercedes
- How are they going to address the obvious and existing cultural challenges? There was some drama around the B-Class (there was a recall and Mercedes says it was a Tesla fault, whereas Tesla says that a simple OTA update would have fixed the issue - but either way, how can a non-OTA, all is to spec, "we respect model years over here" GM successfully work with a "fix it now, roll-it out tomorrow, provide an OTA-upate the day after" Tesla?
- How much volume are we talking about? Is this for a compliance car only (ref. the RAV4)
- Will these cars be allowed onto the Supercharger network?
- Who will service the electric drive train?

Etc. etc. etc.

PS: Also, while we are at it - let's not forget there are the Mercedes Van collaboration rumors flying around as well - is Tesla going to do both? Or only one? Or even none? And which one? For now we have a lot of fantasy - let's not get ahead of ourselves...

 

[Tslynk67]

I don't think the market is considering that news or has absorbed it. It is like capitulation by GM … but SP is where it was yesterday morning.

I'd expect a swift denial from Tesla if it were untrue...

 

[Ellec]

I don't think the market is considering that news or has absorbed it. It is like capitulation by GM … but SP is where it was yesterday morning.

The GM story isn't news yet, it needs an annoucment from GM and/or Tesla.

 

[Tenable]

I'm not sure that's true:

• Model 3 Performance starts at $52,850 in the US.
• €66,100 in Germany with 19% VAT, which is $74,700 with VAT, $62,800 without VAT, $57,060 with the 10% EU import tariffs paid.
• I.e. there's still a gap of $4,200 for transportation costs, which should be more than enough, shipping a car costs about $1,500 I believe, possibly lower in bulk.
• Per Model 3 ZEV income was zero in Q4. Other GHG credit income was around $1.5k per unit - @ReflexFunds might have more accurate estimates.

So in the end EU sales appear to be generating as much margin as U.S. sales.

I believe you are quoting the 3P cost "after savings" it starts at $60,900 cash in the US.

 

[Swampgator]

Tesla could provide drive-trains to GM as part of a deal to purchase one of the recently announced closing factories. Less capital outlay for TSLA and GM both. That would be a super deal.

 

[DaveT]

I’m skeptical that a GM/Tesla collaboration actually exists. Seems like a fake rumor, at least until we get further confirmation.

 

[mongo]

Tesla could provide drive-trains to GM as part of a deal to purchase one of the recently announced closing factories. Less capital outlay for TSLA and GM both. That would be a super deal.

Tesla want super-integrated factories like GF1 & GF3, converting an existing plant might not be cost/ mission effective (esp depending on the workforce requirements).

 

[EVNow]

The GM story isn't news yet, it needs an annoucment from GM and/or Tesla.

Yes, but market usually reacts to rumors ...

 

[AlexS]

The GM story isn't news yet, it needs an annoucment from GM and/or Tesla.

Or at least rumor reported by CNBC or something, Cleantechnica is considered spam by bots

 

[Fact Checking]

I believe you are quoting the 3P cost "after savings" it starts at $60,900 cash in the US.

Ha! Should have noticed. Too late to edit.

So it's -$3,800 difference instead, European prices really seem aggressive.

Point conceded to @RobStark.

 

[Tenable]

Yes, but market usually reacts to rumors ...

Tesla used to move massively with announcements and rumors. Now days it seems positive rumors and announcements are usually met with a tepid reception. Too many delays and missed deadlines mixed with massive FUD and you have investors on the sidelines waiting for evidence to hit them in the face after the fact.

 

[gora321]

Or at least rumor reported by CNBC or something, Cleantechnica is considered spam by bots

I told you not to be exposed to ICE exhaust pipe