Tesla and Uber Unlikely to Survive...

[anonymous-user]

Tesla will be the first automaker to lose the federal tax credit for electric cars

https://www.theverge.com/2018/7/12/17563908/tesla-...

Will be interesting to see how the market responds to that

[Dave Hedgehog]

RobDickinson said:

Uber service model is great to use, but as a company they are right stes. I don't know how they can loose so much cash either they basically cream a percent of the trips

the same as amazon, fantastic for the punters, utter hell for the people that work for them

[Dave Hedgehog]

JPJPJP said:

Tesla will be the first automaker to lose the federal tax credit for electric cars

https://www.theverge.com/2018/7/12/17563908/tesla-...

Will be interesting to see how the market responds to that

if only there was somebody corrupt at high level in the american politcal system who you could bribe to extend this

[anonymous-user]

Dave Hedgehog said:

if only there was somebody corrupt at high level in the american politcal system who you could bribe to extend this

stranger things have happened

though I think the word they prefer is lobby, rather than bribe

[TooLateForAName]

The $35K model seems to be being airbrushed out.

[RobDickinson]

TooLateForAName said:

The $35K model seems to be being airbrushed out.

They can't afford to make it yet. It would cost them more than 35k.

In another year or so battery and pack prices will have dropped so they can.

[Heres Johnny]

RobDickinson said:

TooLateForAName said:

The $35K model seems to be being airbrushed out.

They can't afford to make it yet. It would cost them more than 35k.

In another year or so battery and pack prices will have dropped so they can.

Wasn't the 35k after federal tax rebates in the US which are now going? Its also taking longer to get there so inflation, albeit small, is creeping in making it harder Be close if they ever can make it but it made a great headline at the time.

[RobDickinson]

No $35k was before the rebate

[Heres Johnny]

RobDickinson said:

No $35k was before the rebate

Either way it doesn't help sales with it going

[gangzoom]

Heres Johnny said:

Either way it doesn't help sales with it going

......not sure Tesla are at all worried about sales of the $35k version given the preorder list??

Am actually amazed so many people are ordering the AWD/Performance versions over the RWD car. I doubt very much Tesla will deliver many 'base' cars at all this year.

[Flumpo]

I haven’t read all of this so it’s probably already covered.

I can’t see Uber or more realistically their system rather than them disappearing.

I rarely use taxis if ever, but I was at Manchester airport this week at 7 am and needed a taxi. Arrow, who seem to have the contract there were pathetic. A very surely middle aged woman seemed to think she was doing me a massive favour for booking one of their taxis.

She barked fixed £65 at me and said it would be a 45 min wait. I said that seems a long wait and she snapped take it or leave it someone will take it. Fine I will try Uber love.

Load the app up and the price is fixed at £50 and the bmw 5 series is 4 mins away. The guy couldn’t have been better and kept apologising for the rush hour traffic. He then asked he he could just nip into the petrol station to get a drink. No problem pal. He came out and had bought everyone in the car a can of coke.

I can’t see arrow lasting without a major dose of customer service training and price evaluations.

[RobDickinson]

Flumpo said:

I can’t see Uber or more realistically their system rather than them disappearing.

yep ubers basic model will stay around, there are plenty of alternatives to them though, and many will couple with self driving fleets etc, uber itself is desperately trying to diversify and grab market share and its costing them in a business thats far more ephemeral than car manufacturing

[Heres Johnny]

gangzoom said:

Heres Johnny said:

Either way it doesn't help sales with it going

......not sure Tesla are at all worried about sales of the $35k version given the preorder list??

Am actually amazed so many people are ordering the AWD/Performance versions over the RWD car. I doubt very much Tesla will deliver many 'base' cars at all this year.

The pre order list includes 35k models. It’s the conversion rate of the reservations to orders that’s key. Current indications are they’re slowing down and you can order and take delivery in a few months in the US despite the reservation numbers suggesting you’ll be waiting a year before delivery. The only real conclusion is reservations holders aren’t switching to orders at the current price points.

[RobDickinson]

A chunk of people will be waiting for the $35k version, but I'm guessing at least half of those orders are from outside usa.

[V10 SPM]

If Tesla wants to compete seriously with mainstream manufacturers in the UK and the rest of Europe it needs to expand the dealer network.

[Heres Johnny]

RobDickinson said:

A chunk of people will be waiting for the $35k version, but I'm guessing at least half of those orders are from outside usa.

Man maths again, 400k reservations, lets say half are outside US... potential US order book is 200k cars

At 4k a week, that would take a year to fulfill.

Web site is quoting 1-3 months for delivery without a reservation. Lets say 3 months.

That implies the order backlog = 3 months or 13 weeks at 4k a week is 52k orders. Thats a long way off the 200k reservations. And that includes cars with a list price of $49k which is getting closer to the 35k target

Sure, people may want to wait for existing leases and so on to expire so they may be wanting to time it right but the whole scramble to get a reservation on the opening day to be at the front of the queue doesn't seem to have been that beneficial if in theory, even with nearly half a million reservations I can potentially order one in the US and if the web site is to be believed, get on in as little as a month which is probably the normal wait for a custom build car

Edited by Heres Johnny on Sunday 15th July 09:12

[RobDickinson]

ah the ol' they'll go bust if they dont make enough/dont have enough orders switcheroo.

now the dealer network certainly needs beefing up its not a boutique high end little car maker any more.

[tr3a]

Heres Johnny said:

RobDickinson said:

No $35k was before the rebate

Either way it doesn't help sales with it going

It is not 'going'. It just isn't available at the moment. No point in offering it on the web site if you're still fully occupied building/delivering higher specced and much more profitable models.

[tr3a]

V10 SPM said:

If Tesla wants to compete seriously with mainstream manufacturers in the UK and the rest of Europe it needs to expand the dealer network.

I hope they never will. Tesla has zero dealers worldwide at the moment and it's one of the best strategic choices they ever made. Car dealers will go the way of travel agents.

If you mean they should expand their sales/service centres, I don't know if I agree. If you want a test drive, they'll come to you. If you need information on the cars, the internet is a much better source than any salesperson. Service centers could probably be more plentiful, but that's only a matter of time. Much of the required service can be done by mobile mechanics, which seems to be quite successful already in the US.

Edited by tr3a on Sunday 15th July 11:10

[Heres Johnny]

tr3a said:

Heres Johnny said:

RobDickinson said:

No $35k was before the rebate

Either way it doesn't help sales with it going

It is not 'going'. It just isn't available at the moment. No point in offering it on the web site if you're still fully occupied building/delivering higher specced and much more profitable models.

It's been halved and phased out in their biggest market - their own

https://investorplace.com/2018/07/tsla-stock-hits-...