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US Market Situation and Outlook (Rob Stark's American Megathread)

Discussion in 'TSLA Investor Discussions' started by Benz, Feb 4, 2015.

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  1. Oil4AsphaultOnly

    Oil4AsphaultOnly Supporting Member

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    The link stated that the data included April sales, which isn't included in Tesla's Q1 numbers.
     
  2. Doggydogworld

    Doggydogworld Active Member

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    GCBC now only shows monthly data for the brands that report monthly sales (Volvo and some Japanese brands). So the first article at the link does not include Tesla and many other brands. The table Rob posted, which includes all brands, does not include any April sales.
     
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  3. Brando

    Brando Active Member

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    I would find it interesting to look at dollars spent per model. Model S vs S Class for example
    Seems like a lot of work to find sales taxes to get the most accurate dollar amounts.
    Alternative might be a range of the usual MSRP price ranges lowest/highest or the mid price?

    You get the idea. Lexus 450 at $50,000 vs Model X at $75,000 - Model X might sell fewer but collect more dollars spent.

    I am curious, but not curious enough to do the actual work needed. Thanks for anyone you might try.
     
  4. Oil4AsphaultOnly

    Oil4AsphaultOnly Supporting Member

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    I missed that detail. You are right.
     
  5. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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  6. Brando

    Brando Active Member

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    thanks @RobStark -

    Scary to imagine how many pensions and retirement plans are invested in these volatile numbers.
    Curious to see gross revenue vs market cap.
    Careful what you measure - perhaps I don't really want to see that comparison - quarterly fluctuation might be shocking.
     
  7. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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  8. RobStark

    RobStark Well-Known Member

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  9. RobStark

    RobStark Well-Known Member

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  10. RobStark

    RobStark Well-Known Member

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    upload_2020-6-28_3-5-51.png

     
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  11. RobStark

    RobStark Well-Known Member

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    upload_2020-6-29_3-25-32.png
     
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  12. RobStark

    RobStark Well-Known Member

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  13. RobStark

    RobStark Well-Known Member

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  14. RobStark

    RobStark Well-Known Member

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  15. willow_hiller

    willow_hiller Active Member

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    I know we've mentioned it in this thread before, but came across an article about the new USMCA trade deal affecting Asian automakers and it made me wonder about Tesla: Japan auto companies triple Mexican pay rather than move to US

    I could see this lowering margins for competitors (isn't the Mach-e primarily manufactured in Mexico?), but how is this going to affect Tesla?
     
  16. RobStark

    RobStark Well-Known Member

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    This is a Model 3 Monroney sticker from a year ago. 50% US/Canadian parts 20% Mexican parts.

    It needs 66% US/Canadian for tariff free access to Canada and Mexico.
    Or suppliers need to pay Mexican workers standard entry level US Autoworker wages to qualify for that 66%.

    I know Tesla imports wheels,brakes, and carpet from Mexico.
    20% is a lot so I don't know what else.
     
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  17. Brando

    Brando Active Member

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    buy [Tesla gets the full amount]
    get a loan from a bank [Tesla get the full amount]
    get a lease from leasing company [Tesla gets the full amount]
    use Tesla lease [Tesla gets some money, collects payments including interest]

    Any other scheme of purchase would have to bring in the same money (OR increase sales numbers, which I guess a Tesla lease does).
    Tesla must (like any company) keep positive cash flow over time.

    i.e. Don't see Tesla only gettting $5,000 down can work.
     
  18. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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  19. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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  20. Brando

    Brando Active Member

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    side note:
    Who Owns Which Car Brands?
    A road map to auto industry ownership and partnerships
    By Jeff S. Bartlett
    Last updated: January 28, 2020
    https://www.consumerreports.org/cars-who-owns-which-car-brands/
     

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