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

[S3XY]

Yeah - which one of you stalkers lives near GF2? Just park across the street in a white panel van with your surveillance equipment and try to look inconspicuous. We’ll want hourly updates, please.

Sorry, I have a day job.

 

[Dan Detweiler]

So who blinks first in the battle of idiotic price targets, Jonas/MS ($250), Levy/CS ($200) or Spak/RBC ($220)?

 

[azaz]

352 leggoo

 

[mongo]

Shameless OT plug for Michigan

I would scratch Michigan, that state doesn’t deserve Tesla. From my perspective, going into an entrenched state like Michigan is a no win situation, best to bring business to a friendlier more open minded state.

Don't blame the entire state and the people in it for a near literal 11th hour change to legislation that blocked Tesla from selling here. We have an available workforce, concentration of suppliers (for what little Tesla outsources), and good transportation options: centrally located in US, near Canadian border, freighters too.

Current lawsuit should have some action in February. Hopefully opening up Michigan for Tesla. (so dumb, it's not like we don't buy Teslas anyway, and the state loses out on the sales tax.

ah yes, TIM. What ever happened to that?

Not a darn thing so far. Which a rabid fan might say leans toward being a Tesla GF.

That leans toward being a Tesla GF.

 

[EVNow]

Doesn't matter what the specs are. Any journalist that is not asking Ford "how many do you plan to build?" is not a real journalist.

Earlier we used to talk about "compliance cars". We should bring back the term - all those low volume EVs are basically compliance cars. So they don't build the necessary volume (or in the case of Leaf, not enough demand) to be competitive.

 

[Mike Smith]

Ford is really going with "Mach-E" for their "mustang inspired" (whatever that means) EV huh?

I don't know why they did this. To Mustang fans it will be the Mach-r-E.

 

[sundaymorning]

Ahhhh, that's the reason Consumer Reports puts Tesla back on recommended list as reliability improves

Another $TSLAQ argument goes.

CR can shove it up their rear end, I don’t buy products base on their senseless claims. Next time they don’t recommend a product, it’ll be in my house. I’ll take two.

 

[CarlK]

Ahhhh, that's the reason Consumer Reports puts Tesla back on recommended list as reliability improves

Another $TSLAQ argument goes.

It was just a big slap on CR's face. It has been very tough on Tesla and too friendly on reviewing its competitions (like Audi' E-Tron). The thing is other than $TSLAQ type no one cared or believed what it says. People kept buying the car. The longer CR does that the more of its irreverence will be shown. It just HAVE TO do an about face. Probably still no one cares.

 

[Dan Detweiler]

I don't know why they did this. To Mustang fans it will be the Mach-r-E.

That's better than the Mach-R-Aina. Just sayin'.

Dan

 

[neezer]

Sigh, Anton at SA is at it again. Anyone care to reply to this guy? https://seekingalpha.com/article/4306642-tesla-lost-market-share-q3-bmw-mercedes-audi-volvo

 

[EVNow]

Tesla sedans regain recommended status in Consumer Reports survey

based on 3 and S reliability both being raised to average (the cars score quite well in their testing, but, reliability was a veto to recommending. I know, I know, the previous low reliability rating from CR looked quite contrary to their actual data).

That was probably the reason for the momentary big fluctuation at 12:46.

 

[woodisgood]

CR can shove it up their rear end, I don’t buy base products base on their senseless claims. Next time they don’t recommend a product, it’ll be in my house. I’ll take two.

Neither do F-150 buyers, apparently.

 

[Dan Detweiler]

Sigh, Anton at SA is at it again. Anyone care to reply to this guy? https://seekingalpha.com/article/4306642-tesla-lost-market-share-q3-bmw-mercedes-audi-volvo

Nope, I don't care to give him the time of day...or the click.

Dan

 

[EVNow]

Sigh, Anton at SA is at it again. Anyone care to reply to this guy? https://seekingalpha.com/article/4306642-tesla-lost-market-share-q3-bmw-mercedes-audi-volvo

Its the same old compare to '18 Q3, when Tesla sold mostly high ASP, high margin 3s. It was poor even by Anton's low bar.

 

[Boomer19]

we don't buy Teslas anyway, and the state loses out on the sales tax

same as dumb CT

 

[Off Shore]

Sigh, Anton at SA is at it again. Anyone care to reply to this guy? https://seekingalpha.com/article/4306642-tesla-lost-market-share-q3-bmw-mercedes-audi-volvo

Nice to have you join us, @neezer. It takes a while to come up to speed but please note we generally don't dignify the toxic spew from Smoking Alfalfa, and we NEVER ask others to do so on our behalf.

 

[woodisgood]

Much to say about the Mach-E, but I'll save that for next week, as it will undoubtedly be a topic of discussion on Monday.

 

[SpaceCash]

Sigh, Anton at SA is at it again. Anyone care to reply to this guy? https://seekingalpha.com/article/4306642-tesla-lost-market-share-q3-bmw-mercedes-audi-volvo

It is absolutely counterproductive to link to SA hit-pieces. Total waste of time and only gives goons attention they don't deserve

 

[Boomer19]

Sigh, Anton at SA is at it again. Anyone care to reply to this guy? https://seekingalpha.com/article/4306642-tesla-lost-market-share-q3-bmw-mercedes-audi-volvo

no, we dont
SA is a waste of everyone's time

 

[capster]

We don't even know what the heck they're going to call it! I really doubt "Cybertruck" will be an official name.

I’m pretty sure there’s a reason Elon keeps calling it a “Cybertruck" and I don’t think it’s because they flipped a coin and "Not-a-Pickup-Truck" lost. Just sayin’.