I assume you're aware of the (low, but present) risk that Tesla is bought out before Jan 2021 for a price under or not much over $400, rendering your calls near worthless.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I assume you're aware of the (low, but present) risk that Tesla is bought out before Jan 2021 for a price under or not much over $400, rendering your calls near worthless.
1. I didn’t put that quote in. Just copied the link showing BMW is far from perfect.
2. Sad that BMW with over a century of experience, is still so poor. They should be a heck of a lot better. Don’t you agree?
Speculation is that Shanghai is giving Tesla electricity for free for a couple of years, so the cost advantage of just hooking up GF3 to the Chinese grid could be substantial.
Any corroboration of the speculation?
voip-ninja
Give me some sugar baby
Tesla supposedly has the best & brightest engineers in the world and has been building for 10 years... that's silicon valley time. In Munich or Detroit time that's like 50 years. Tesla should be able to put a car together and properly tighten all the fasteners, and put on a windshield straight, but somehow they can't seem to do that.
Yup, about a quarter of my portfolio down the pooper 30 minutes when that was announced. I haven't been hurt that bad in a long time.
No one who can afford a Model X and who has an infant/toddler/young'un needing to be in a car seat ever would choose a vehicle that hasn't those falcon-wing doors.
If they think like me. Or my wife.
sundaymorning
Active Member
BMW recalls 1 million vehicles for fire risk
BMW Car Fires: More fires reported in parked cars while engines off
South Korea to fine BMW $10 mn over engine fires response
South Korea is banning thousands of BMWs after engine fires
Criminal case filed against BMW over S. Korea car fires
“Matchbox”... now I know what the “M” stands for...
A BMW test drive down the street in Buena Park caught on fire spontaneously close to where I live. FYI.
The service I received from BMW was terrible. Although my car was still under warranty by Penske they wanted me to pay for the cost out of pocket, then took 3 weeks to refund me. The dealer tried to pass me onto Penske then Penske tried to pass me back to the dealer (although Penske was part of the BMW dealership family). They didn’t pay for my tow truck or gas when my car was in service neither. Tesla service on the other hand was awesome, they would even offer to pay for my gas.
BMW is being fined $10 million due to their slow and lack of response alone. Now imagine all the litigation stemming from homes being burned down while the car is parked and burning your valuable belongings. That’s $10 million due to being unresponsive to safety concerns that could kill passengers, test drivers and burn them alive. This doesn’t strike me as good customer service or reliable, instead it strikes me as being negligent.
I value my life and my family/friends too much to be in an “M”, or matchbox bmw.
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But I do agree that stupid manufacturing issues should be avoided and the cars better inspected. Not giving Tesla a pass.
It's IMHO not a likely event. That said, Elon (among others) definitely still wants to sell (now more than ever I'm sure), and the stock price is depressed, making the company a cheaper buy - despite having since proven its ability to ramp while cutting production costs. So you never know.
Then you realize 195 miles of range in the cold can quickly become 120. Or less.
Guuuuuys come on. One of you likes BMW and the other doesn’t. What in your experiences leads either of you to think you’ll convince the other here?
Fact Checking
Well-Known Member
Why are you still using anecdotal data, and why are you extrapolating it to an invalid, emotional conclusion? It's sloppy and unscientific, and has little to do with informed investment decisions.
I'm pretty sure that Tesla could announce an army of gnomes that build cars for free with 1000 miles of range and the stock price would still dip.
Looking back at expectations over the past few years vs actuals I just don't get it. Sure, you can always do better, but it's hard to imagine a realistic scenario where Tesla could be in a better position today.
Looking back at expectations over the past few years vs actuals I just don't get it. Sure, you can always do better, but it's hard to imagine a realistic scenario where Tesla could be in a better position today.
It's not a coincidence that the issues with model 3s are in that area, the mundane stuff that is handled by assembly lines, not on the design table. Apparently putting nuts and bolts together takes Detroit time to figure out. Batteries, software etc. run on silicone valley time.
Holy carp, guys, I'l still 20 pages behind, trying to catch up!
I'm deliberately not responding to any posts as I'd generate an extra two pages of garbage, in any case, most of the comments I would have made have been pointed-out by others - makes sense to catch up first, before you decide to post. Just tag quotes as you go and use them at the end if needed.
My take on the MY? I love it and it's exactly what I expected, if not somewhat nicer. The specs are good, the pricing superb - don't forget they can assume 10% you battery improvement/reductions to reduce the initial pricing.
My wife likes it too, she prefers a more upright position, so we'll likely skip the 3 and go for this, but won't order as I'll want to take it as a lease car when my X runs out in mid 2021.
In fact I think this will go down a storm in Europe, they love CUV's over here.
The reveal was a bit surreal. It was nice to see Elon chatty and relaxed, but he really is a terrible public speaker, should find someone else high-up who's good at it to take over the main show, with Elon supporting.
Although the company history was good, it rather swamped the reveal and the MY seemed like an afterthought, which was a shame. I think lining-up the S3XY cars was all well and good, but then take them off stage and bring on another couple of MY's in different colours, like the M3 event, and get some lights on them. Also should have opened the trunk on stage, many don't want the M3 because they prefer a hatch, so make it obvious, FFS.
Was awesome to see the R2, as ever and the Semi (two meanings to that, apparently, who woulda thunk it?) is just awesome.
Market reaction? I couldn't care less, I'm long on this stock, so doesn't change anything.
OT, Bjorn got his referral prize P100D, I can't think of anyone more deserving, he was making Tesla videos back in 2013 already and did a hell of a lot to raise awareness. Checkout the comment on the rear-lights at 3:14
Now back to reading...
I'm deliberately not responding to any posts as I'd generate an extra two pages of garbage, in any case, most of the comments I would have made have been pointed-out by others - makes sense to catch up first, before you decide to post. Just tag quotes as you go and use them at the end if needed.
My take on the MY? I love it and it's exactly what I expected, if not somewhat nicer. The specs are good, the pricing superb - don't forget they can assume 10% you battery improvement/reductions to reduce the initial pricing.
My wife likes it too, she prefers a more upright position, so we'll likely skip the 3 and go for this, but won't order as I'll want to take it as a lease car when my X runs out in mid 2021.
In fact I think this will go down a storm in Europe, they love CUV's over here.
The reveal was a bit surreal. It was nice to see Elon chatty and relaxed, but he really is a terrible public speaker, should find someone else high-up who's good at it to take over the main show, with Elon supporting.
Although the company history was good, it rather swamped the reveal and the MY seemed like an afterthought, which was a shame. I think lining-up the S3XY cars was all well and good, but then take them off stage and bring on another couple of MY's in different colours, like the M3 event, and get some lights on them. Also should have opened the trunk on stage, many don't want the M3 because they prefer a hatch, so make it obvious, FFS.
Was awesome to see the R2, as ever and the Semi (two meanings to that, apparently, who woulda thunk it?) is just awesome.
Market reaction? I couldn't care less, I'm long on this stock, so doesn't change anything.
OT, Bjorn got his referral prize P100D, I can't think of anyone more deserving, he was making Tesla videos back in 2013 already and did a hell of a lot to raise awareness. Checkout the comment on the rear-lights at 3:14
Now back to reading...
that should tell you: stop feeding the trolls.
Causalien
Prime 8 ball Oracle
At this point, spinning off Tesla Energy and the charging network is probably a better idea. Maintain a majority stake in both, but see if the other automakers/utilities wants some shares in exchange for being on the network.
But unless you are planning to sell in the next two weeks what difference does it make if they release that information today or in ~16 days? Tesla has said that they don't have plans to issue any new stock so they really couldn't care less about the stock price. The only possible impact I could see it having on them is terms for borrowing money, but that hasn't appeared to be an issue.
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Fact Checking
Well-Known Member
Two pieces of circumstantial data:
- Anonymous, unauthenticated leak on Chinese forum describing Guangzhou's competing offer to Tesla, which offer lost to Shanghai. Sweet terms, including free electricity.
- NIO's SEC filings describing the conditions under which the Shanghai Government offered to build their factory - which plans were abandoned recently. Very good terms, and it looks probable that the crown jewel project Tesla got even better terms.
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