.... and you even see the occasional single-seat Renault Twizzy on the roads:
OT correction: Tandem seater is the Twizy majority ...
But there's also a rather rare 1 seater cargo version.
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.... and you even see the occasional single-seat Renault Twizzy on the roads:
So which auto company will be the first "Blackberry" to fall through the market disruption of Tesla?It's starting....
In my opinion we see the beginning of a fundamental crisis of the ICE industry now. This will last a long while and it will be a very painful process where the end is unclear. Some will survive, others may merge or get bought....
Audi will etwa jede zehnte Führungsposition streichen
Audi to cut 10% of Management... CEO Schot, " its clear, our cost level is too high" " We want to become more younger, more dynamic and female." they also want to make larger steps in China and get faster into EVs.
"One of the largest U.S. auto dealers just had a rough quarter selling BMWs, and a top executive said Tesla Inc. played a major role."
Bloomberg - Are you a robot?
Both Audi and BMW are very much vulnerable and have nothing available to counter the 3 and Y.
Difficult years ahead and I expect many changes in Management and directions....
BlackBerrySo which auto company will be the first "Blackberry" to fall through the market disruption of Tesla?
So now Shorty Shorts will say that Tesla will be out of business when everyone owns a Tesla because then no one will buy a new one. Bankwuptsy is coming folks!Interesting line from the linked document: Small Car Market Share in California Falls to 21 Percent
Situation prior TSLA (for average customer)- buy a car, drive it for 3-5 years, get rid of it before it starts showing problems.
On the other hand- buy Tesla, keep it double the time. So obvious, but for the first time I see it in concrete data.
Edit: Another interesting observation- except for Subaru, the sales of all the brands above TSLA shrunk.
I don't like this price action at all and haven't for a while. So much odd buying in the markets, a bit overbought in many growth areas (from what was clearly oversold back in Dec) but almost everything has rallied over the 50 day at least (the majority of stocks) if not also their 200 day - and yet TSLA has gone nowhere.
I don't like that so many funds sold large positions last Q4/18,
and I don't like the looks of opening up leasing in the USA soon. MAYBE it's just employees at the moment, but if it broadens its a negative.
From past experience, the company will have to finance this directly - and then finance that out externally at a cost of capital (much higher than debt). OR, they will have to put in a guarantee on residuals to whomever is the external lender. Either way, it's a balance sheet and or operating capital hit as well as and income statement hit.
So the fretting about short term Tesla demand is somewhat ridiculous.
It's not ridiculous when you consider the fact many of the anti-TSLA propagators have significant positions in companies disrupted by TSLA. They try not necessary to convince the retail investment community to short TSLA, but rather to stay long on the positions they themselves hold (and probably try to unload with the time).
Thanks for sharing. She is a sharp thinker and more than held her own in a hostile environment. I was struck by the talking heads’ use of weasel words/vague claims.CNBC - this morning:
They know the hot chick is entering in fact a military academy.
You believe the members of the military academy are not gay ?
Funny post. Did you have to think a long time to come up with it? How about responsible people who want a status symbol? How about those for who safety is important enough to buy a luxury car? How about those who want comfort? What data are you relying on?There are two types of car shoppers in China:
Unfortunately most of the local brands target the later group.
- Ones who buy the strongest car in the market so they can drive it recklessly.
- Ones who buys the cheapest one because it’s still much safer then their electric scooter.
Data for the whole year with significant model3 production in the last six months of the year. Points out the problem of historic data. Why not look at market share for the last 5 years and show an even wider margin?2018 California Brand Market Share
Total Units 2,001,995
Toyota.........16.7%
Honda.........12.4%
Ford.............8.8%
Chevrolet.....7.9%
Nissan.........6.3%
Mercedes.....4.0%
Subaru.........3.9%
BMW............3.5%
Tesla...........3.5%
Jeep.............3.3%
Kia................3.3%
Lexus...........3.1%
Hyundai........3.0%
Mazda..........2.3%
VW Brand....2.3%
Audi.............2.1%
Ram.............2.0%
Dodge..........1.7%
GMC.............1.7%
Acura............1.2%
Infiniti............0.9%
Land Rover....0.9%
Chrysler........0.7%
Porsche........0.7%
Volvo.............0.6%
Cadillac........0.6%
Buick............0.5%
Mini..............0.4%
Mitsubishi.....0.4%
Alfa Romeo...0.3%
Jaguar..........0.3%
Lincoln..........0.3%
Genesis........0.1%
Maserati........0.1%
BTW Tesla ended up 409 units behind BMW.
BTW II Much more detailed California Market Info in US Market Situation Thread.
https://www.cncda.org/wp-content/uploads/Cal-Covering-4Q-18.pdf
This might be considered OT.Yes, there is some stereotyping in there. A second oversight is that most gay men are in fact bisexual. One once phrased it to me as: "I cannot afford to be picky".
Aside from BMW, where about 25% of ours units are mini Coopers and 20+ models?, Tesla is doing pretty good with just 3. Granted most are going to Europe and China now but also consider demand for SR will be off the charts, so much so I don't think they can fulfill the demand and many will eventually stretch for an MRData for the whole year with significant model3 production in the last six months of the year. Points out the problem of historic data. Why not look at market share for the last 5 years and show an even wider margin?
Data for the whole year with significant model3 production in the last six months of the year. Points out the problem of historic data. Why not look at market share for the last 5 years and show an even wider margin?