Tesla and Uber Unlikely to Survive (Vol. 2)

Tesla and Uber Unlikely to Survive (Vol. 2)

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off_again

12,415 posts

236 months

Friday 5th November 2021
quotequote all
TameBritishMuslim said:
Based on what?

Tesla has never paid him a cent (unlike other manufacturers).
Not true, well not directly at least. Sandy has been honest about the profit that he has made on their stock (though to be fair, he’s taken that profit now) and has raked in a considerable amount through the Tesla videos on their YouTube channel.

So no, Tesla has made Sandy a considerable amount of money, just not through direct payments or contracts. It’s all a lot more subtle than that.

ZesPak

24,450 posts

198 months

Friday 5th November 2021
quotequote all
In all press related matters, Tesla is just a clickbait goldmine.
I suspect the truth lies in the middle as usual. If Tesla was nothing out of the ordinary, Munro wouldn't put his reputation on the line over it.
But I do believe he will put it on extra thick for all the business it brings.

Ren said:
Polarize the people, controversy is the game
It don't matter if they hate you if they all say your name

off_again

12,415 posts

236 months

Friday 5th November 2021
quotequote all
ZesPak said:
In all press related matters, Tesla is just a clickbait goldmine.
I suspect the truth lies in the middle as usual. If Tesla was nothing out of the ordinary, Munro wouldn't put his reputation on the line over it.
But I do believe he will put it on extra thick for all the business it brings.
Yup, totally agree. If the cars were total crap, we wouldn’t be having these conversations! So that’s the good part. But seriously, what a world we live in though? Who would have thought that we would end up here?

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
off_again said:
TameBritishMuslim said:
Based on what?

Tesla has never paid him a cent (unlike other manufacturers).
Not true, well not directly at least. Sandy has been honest about the profit that he has made on their stock (though to be fair, he’s taken that profit now) and has raked in a considerable amount through the Tesla videos on their YouTube channel.

So no, Tesla has made Sandy a considerable amount of money, just not through direct payments or contracts. It’s all a lot more subtle than that.
Yes - he has gone on video to say that he was so impressed with the later tear downs that he bought stock, made a bucket load and then sold out.

He has also gone on video to say that the recent biggest buyers of his reports are the Chinese and their cars are also excellent in terms of build quality and engineering.

He now has stock/interest in three wheeled electric transport.. so what?

Everyone who 'makes content' and is reasonably successful on YT makes money from it unless they choose not to monetise.

What is being said here is that because he has in the past couple of years praised Tesla and because you and others do not like that, there must be something going on. It's funny how no one was saying how biased he is when he was slating Tesla!

Edited by TameBritishMuslim on Friday 5th November 09:05

Heres Johnny

7,260 posts

126 months

Friday 5th November 2021
quotequote all
Sandy is pretty much an irrelevance to a buyer. It's like praising the person who gave a kitchen a 5 star cleanliness record for the quality of the food. You wouldn't want to eat in a 1 star place, but being 5 stars doesn't make the food taste good.

He likes cheap manufacturing techniques and the ability to cost cut. He pariased the roof construction of the MY because they could use a cheaper roof lining material and didn't have to use a premium material like alcantara. Forget the user experience, the tactile nature of the finish, and the choices of the finish, the repair costs after an accident or anything else, he's about turning production into the cheapest low rent construction you can find.The single piece casting... has anyone actually stopped and thought "so what?" Why do I care? It might save $100 off the construction cost which Tesla will pocket. but will it make the car better? And will it make insurances costs go up if the repair bills are higher?

When he praises a suspension, it's not because the suspension is a good suspension to enjoy a drive, it's because it's set up to use cheaper materials and can be aligned cheaply. I don't know about you but when I want to assess a suspension I don't get excited about cheaper designs.

So thats the problem with Sandy, what he values has got little to do with whether the car is any good as a car from an owners perspective, but the Tesla faithful try to turn it into that.

hyphen

26,262 posts

92 months

Friday 5th November 2021
quotequote all
off_again said:
TameBritishMuslim said:
Based on what?

Tesla has never paid him a cent (unlike other manufacturers).
Not true, well not directly at least. Sandy has been honest about the profit that he has made on their stock (though to be fair, he’s taken that profit now) and has raked in a considerable amount through the Tesla videos on their YouTube channel.

So no, Tesla has made Sandy a considerable amount of money, just not through direct payments or contracts. It’s all a lot more subtle than that.
That's the main one, was Sandy well known before all the Tesla stuff? As most people quite like fame when they get some and want to keep it.

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
hyphen said:
off_again said:
TameBritishMuslim said:
Based on what?

Tesla has never paid him a cent (unlike other manufacturers).
Not true, well not directly at least. Sandy has been honest about the profit that he has made on their stock (though to be fair, he’s taken that profit now) and has raked in a considerable amount through the Tesla videos on their YouTube channel.

So no, Tesla has made Sandy a considerable amount of money, just not through direct payments or contracts. It’s all a lot more subtle than that.
That's the main one, was Sandy well known before all the Tesla stuff? As most people quite like fame when they get some and want to keep it.
Yes - in the engineering and automotive development world - but not to end consumers but manufacturers.

You're implying that because he has made money doing videos on YouTube, he cannot be trusted. Even though he has 35+ years of history before that and his videos are not only about Tesla. You have nothing to back this up except opinion.

Edited by TameBritishMuslim on Friday 5th November 11:45

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
Heres Johnny said:
Sandy is pretty much an irrelevance to a buyer. It's like praising the person who gave a kitchen a 5 star cleanliness record for the quality of the food. You wouldn't want to eat in a 1 star place, but being 5 stars doesn't make the food taste good.

He likes cheap manufacturing techniques and the ability to cost cut. He pariased the roof construction of the MY because they could use a cheaper roof lining material and didn't have to use a premium material like alcantara. Forget the user experience, the tactile nature of the finish, and the choices of the finish, the repair costs after an accident or anything else, he's about turning production into the cheapest low rent construction you can find.The single piece casting... has anyone actually stopped and thought "so what?" Why do I care? It might save $100 off the construction cost which Tesla will pocket. but will it make the car better? And will it make insurances costs go up if the repair bills are higher?

When he praises a suspension, it's not because the suspension is a good suspension to enjoy a drive, it's because it's set up to use cheaper materials and can be aligned cheaply. I don't know about you but when I want to assess a suspension I don't get excited about cheaper designs.

So thats the problem with Sandy, what he values has got little to do with whether the car is any good as a car from an owners perspective, but the Tesla faithful try to turn it into that.
I understand this to an extent, however, this is nothing new. Bean counters have been shaving a cent here and there over decades and anyone who has worked on, for example, BMWs of say the past 10 years knows how they have gone down hill compared to previous generations. Swirl flaps? Chains at the back of engines? Chains made of chocolate? Plastic gear box sumps? O rings made from rubber bands etc.

His firm is literally contracted by OEMs to improve engineering reliability and/or save cost. Driving dynamics and enjoyment are not his raison d'etre.

As we move forward to EVs where, overall, less vehicle maintenance is required and it's likely that any maintenance needed is limited (i.e. unless you're the dealer or a specialist, you can only probably change the brakes and suspension yourself) then not only cost savings but lean design become even more important.

He has clearly found a new (consumer) audience on YT and if he can also make some money from that - great! However, unless people have some facts around where his tear downs are incorrect, it just seems like sour grapes.

Heres Johnny

7,260 posts

126 months

Friday 5th November 2021
quotequote all
TameBritishMuslim said:
He has clearly found a new (consumer) audience on YT and if he can also make some money from that - great! However, unless people have some facts around where his tear downs are incorrect, it just seems like sour grapes.
He’s found audience of Tesla fanboys who just love to watch anything that is or appears to be pro Tesla, irrespective of what it is.

As for comparing to be swirl flaps, an issue from 15 years ago.. I think you’re losing the plot, but as you bought BMW I to if, Sandy holds the i3 as one of the most innovative cars of our time.

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
Heres Johnny said:
TameBritishMuslim said:
He has clearly found a new (consumer) audience on YT and if he can also make some money from that - great! However, unless people have some facts around where his tear downs are incorrect, it just seems like sour grapes.
He’s found audience of Tesla fanboys who just love to watch anything that is or appears to be pro Tesla, irrespective of what it is.

As for comparing to be swirl flaps, an issue from 15 years ago.. I think you’re losing the plot, but as you bought BMW I to if, Sandy holds the i3 as one of the most innovative cars of our time.
He was doing tear downs for AutoLine 6 years ago.. And his videos of Tesla were hardly flattering for the early models!

Yes, he liked the i3 a lot at the time, just a shame BMW (like others) keep wanting to milk ICE. Who knows where they'd be now if they'd continued extensive R&D.

skwdenyer

16,715 posts

242 months

Friday 5th November 2021
quotequote all
Heres Johnny said:
Sandy is pretty much an irrelevance to a buyer. It's like praising the person who gave a kitchen a 5 star cleanliness record for the quality of the food. You wouldn't want to eat in a 1 star place, but being 5 stars doesn't make the food taste good.

He likes cheap manufacturing techniques and the ability to cost cut. He pariased the roof construction of the MY because they could use a cheaper roof lining material and didn't have to use a premium material like alcantara. Forget the user experience, the tactile nature of the finish, and the choices of the finish, the repair costs after an accident or anything else, he's about turning production into the cheapest low rent construction you can find.The single piece casting... has anyone actually stopped and thought "so what?" Why do I care? It might save $100 off the construction cost which Tesla will pocket. but will it make the car better? And will it make insurances costs go up if the repair bills are higher?

When he praises a suspension, it's not because the suspension is a good suspension to enjoy a drive, it's because it's set up to use cheaper materials and can be aligned cheaply. I don't know about you but when I want to assess a suspension I don't get excited about cheaper designs.

So thats the problem with Sandy, what he values has got little to do with whether the car is any good as a car from an owners perspective, but the Tesla faithful try to turn it into that.
Put another way: when Sandy praises Tesla, yet the end product appears just as good as it did before (or better), it makes us more confident Tesla will be around in a year or two as they're actually making money building them smile

Re "why do I care?" - because Sandy likes simplicity above everything else. Simpler-constructed vehicles are less prone to unreliability.

anonymous-user

56 months

Friday 5th November 2021
quotequote all
skwdenyer said:
Simpler-constructed vehicles are less prone to unreliability.
No they are not. Well designed and throughly tested vehicles are less prone to unreliability.

off_again

12,415 posts

236 months

Friday 5th November 2021
quotequote all
TameBritishMuslim said:
Yes - in the engineering and automotive development world - but not to end consumers but manufacturers.

You're implying that because he has made money doing videos on YouTube, he cannot be trusted. Even though he has 35+ years of history before that and his videos are not only about Tesla. You have nothing to back this up except opinion.
Implying a lot, but not necessarily that he cant be trusted - its a lot more nuanced than that! What is clear is that (as others have commented) he has focused, and found, an audience around Tesla. Just in the last couple of weeks, the videos on the Jeep 4we have done badly while Tesla focused videos at around the same time have 3 to 4 times the number of views and engagement. Well, the Jeep isnt interesting, right? Here in the US, Jeep is an exceedingly strong brand and a quick scan of other channels shows that the 4xe has done extremely well! So its not the car, its the audience.

Its an insidious, sneaky and psychological trick that these platforms play. I am not saying that he cant be trusted, but what I am saying is that the platform manipulates both the audience AND the creator into a false sense of relevance. If this is conscious or not (suspect not), there are biases at play and that ultimately leads this situation. It could of course be a complete persona, I dont know, but what is clear is that there isnt the level of impartiality that we might like to see.

You go to a YouTube channel that is dominated by Tesla content, guess what? You find positive content..... You go to a channel that is dominated by Porsche content, guess what? Its positive too.... this is the world we live in. And to take this as evidence that somehow Tesla are the ultimate geniuses around the design, manufacture, cost cutting and innovation is cherry picking. Yes, its my opinion, as is it is yours. But you have to try and see through these biases and to what the reality is. Tesla have done some interesting and clever things - absolutely. But they also royally screwed up in others - see balance.

And finally, just to put some context on this also - his recent rant about how the 'big three' US manufacturers are dead in the water, claiming that only Tesla and the Chinese manufacturers will remain - claiming that its going to happen in a matter of years (only to contradict himself later) is weird. Yes, Chinese manufacturers are gunning for the global market. But have you see the state of US politics recently? You really think that the average US buyer is going to switch in a few years to a Chinese brand? Are you really suggesting that (and I hate the term) middle America is going to jump from their generational relationship with Ford, GM or Chrysler / Jeep / Dodge to a bland EV? Dont get me wrong, I am not for one second suggesting that this isnt a threat to them, they are. Everyone points to, in recent history, the likes of Hyundai - who came to the US 35 years ago and have a whopping 5% of the US car market! That overnight success and 'demolishing' of the US manufacturers was hardly what it might seem.

And just to put some context to things - I hear comments about the compact luxury segment (3 series etc) being killed off by the Model 3 - to a degree that is correct. But I did a quick bit of checking - BMW sold only 37,000 3 series in the US so far in 2021. Yep, the Model 3 has killed them - evidence that the 'legacy manufacturers' are dead, right? But you do realize that they sold 156,000 in China so far this year? Its a declining segment, absolutely - but we need to look at things in a wider context and understand that a number of manufacturers continue to sell a lot of cars around the world, and will continue to do so for years to come. Is the US an indicator of a major shift? Yes. But its not quite what it might seem, yet at least.

anonymous-user

56 months

Friday 5th November 2021
quotequote all
off_again said:
And just to put some context to things - I hear comments about the compact luxury segment (3 series etc) being killed off by the Model 3 - to a degree that is correct. But I did a quick bit of checking - BMW sold only 37,000 3 series in the US so far in 2021. Yep, the Model 3 has killed them - evidence that the 'legacy manufacturers' are dead, right?
The legacy manufacturer Subaru sold more than twice as many cars in the USA as Tesla this year. biggrin

Tesla have sold 223,302 cars (1.82% market share)
Subaru have sold 514,289 cars (4.19% market share)

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
off_again said:
TameBritishMuslim said:
Yes - in the engineering and automotive development world - but not to end consumers but manufacturers.

You're implying that because he has made money doing videos on YouTube, he cannot be trusted. Even though he has 35+ years of history before that and his videos are not only about Tesla. You have nothing to back this up except opinion.
Implying a lot, but not necessarily that he cant be trusted - its a lot more nuanced than that! What is clear is that (as others have commented) he has focused, and found, an audience around Tesla. Just in the last couple of weeks, the videos on the Jeep 4we have done badly while Tesla focused videos at around the same time have 3 to 4 times the number of views and engagement. Well, the Jeep isnt interesting, right? Here in the US, Jeep is an exceedingly strong brand and a quick scan of other channels shows that the 4xe has done extremely well! So its not the car, its the audience.

Its an insidious, sneaky and psychological trick that these platforms play. I am not saying that he cant be trusted, but what I am saying is that the platform manipulates both the audience AND the creator into a false sense of relevance. If this is conscious or not (suspect not), there are biases at play and that ultimately leads this situation. It could of course be a complete persona, I dont know, but what is clear is that there isnt the level of impartiality that we might like to see.

You go to a YouTube channel that is dominated by Tesla content, guess what? You find positive content..... You go to a channel that is dominated by Porsche content, guess what? Its positive too.... this is the world we live in. And to take this as evidence that somehow Tesla are the ultimate geniuses around the design, manufacture, cost cutting and innovation is cherry picking. Yes, its my opinion, as is it is yours. But you have to try and see through these biases and to what the reality is. Tesla have done some interesting and clever things - absolutely. But they also royally screwed up in others - see balance.

And finally, just to put some context on this also - his recent rant about how the 'big three' US manufacturers are dead in the water, claiming that only Tesla and the Chinese manufacturers will remain - claiming that its going to happen in a matter of years (only to contradict himself later) is weird. Yes, Chinese manufacturers are gunning for the global market. But have you see the state of US politics recently? You really think that the average US buyer is going to switch in a few years to a Chinese brand? Are you really suggesting that (and I hate the term) middle America is going to jump from their generational relationship with Ford, GM or Chrysler / Jeep / Dodge to a bland EV? Dont get me wrong, I am not for one second suggesting that this isnt a threat to them, they are. Everyone points to, in recent history, the likes of Hyundai - who came to the US 35 years ago and have a whopping 5% of the US car market! That overnight success and 'demolishing' of the US manufacturers was hardly what it might seem.

And just to put some context to things - I hear comments about the compact luxury segment (3 series etc) being killed off by the Model 3 - to a degree that is correct. But I did a quick bit of checking - BMW sold only 37,000 3 series in the US so far in 2021. Yep, the Model 3 has killed them - evidence that the 'legacy manufacturers' are dead, right? But you do realize that they sold 156,000 in China so far this year? Its a declining segment, absolutely - but we need to look at things in a wider context and understand that a number of manufacturers continue to sell a lot of cars around the world, and will continue to do so for years to come. Is the US an indicator of a major shift? Yes. But its not quite what it might seem, yet at least.
So because some videos are more popular than others, you're implying something is up with Sandy Munro? He doesn't control how the YouTube algorithm works but clearly, it shows that people are hungry for Tesla content and that in itself is pretty amazing brand power considering they do not really advertise.

Yes I am listening to Sandy Munro. I also listened to him when he hated how the Model S was put together and laughed at Model 3 panel gaps. I am not aware of any objective reason why I should not be listening to Munro and Associates and so far, on here, all I've read are thoughts verging on conspiracy theories.

With respect to his rant about the invasion of Chinese vehicles, that's his opinion and he is far more qualified than you and I to give his opinion. However, we can only see what materialises - and yes, just like Americans switched to Corollas and Camrys, it is possible.. but we'll see.

Personally, I don't want legacy manufacturers to die, I want them to change and move forward but many are appearing too greedy to milk ICE for all they can and at the same time they're making it harder to transition. I suspect there will be many mergers like Stellantis, others will be a fraction of their original size and some may go bust and be bailed out like with the laughable US Infrastructure Bill giving huge subsidies for tiny batteries and unions.

Edited by TameBritishMuslim on Friday 5th November 17:47

EddieSteadyGo

12,224 posts

205 months

Friday 5th November 2021
quotequote all
TameBritishMuslim said:
So because some videos are more popular than others, you're implying something is up with Sandy Munro? He doesn't control how the YouTube algorithm works but clearly, it shows that people are hungry for Tesla content and that in itself is pretty amazing brand power considering they do not really advertise.

Yes I am listening to Sandy Munro. I also listened to him when he hated how the Model S was put together and laughed at Model 3 panel gaps. I am not aware of any objective reason why I should not be listening to Munro and Associates and so far, on here, all I've read are thoughts verging on conspiracy theories.

With respect to his rant about the invasion of Chinese vehicles, that's his opinion and he is far more qualified than you and I to give his opinion. However, we can only see what materialises - and yes, just like Americans switched to Corollas and Camrys, it is possible.. but we'll see.

Personally, I don't want legacy manufacturers to die, I want them to change and move forward but many are appearing too greedy to milk ICE for all they can and at the same time they're making it harder to transition. I suspect there will be many mergers like Stellantis and some may go bust and be bailed out like with the laughable US Infrastructure Bill giving huge subsidies for tiny batteries and unions.
I prefered the #humblebragger version of TBM... this one can't seem to understand nuance in an argument without trying to just misrepresent an alternative point of view as being "conspiracy theories".....

Burwood

18,709 posts

248 months

Friday 5th November 2021
quotequote all
EddieSteadyGo said:
TameBritishMuslim said:
So because some videos are more popular than others, you're implying something is up with Sandy Munro? He doesn't control how the YouTube algorithm works but clearly, it shows that people are hungry for Tesla content and that in itself is pretty amazing brand power considering they do not really advertise.

Yes I am listening to Sandy Munro. I also listened to him when he hated how the Model S was put together and laughed at Model 3 panel gaps. I am not aware of any objective reason why I should not be listening to Munro and Associates and so far, on here, all I've read are thoughts verging on conspiracy theories.

With respect to his rant about the invasion of Chinese vehicles, that's his opinion and he is far more qualified than you and I to give his opinion. However, we can only see what materialises - and yes, just like Americans switched to Corollas and Camrys, it is possible.. but we'll see.

Personally, I don't want legacy manufacturers to die, I want them to change and move forward but many are appearing too greedy to milk ICE for all they can and at the same time they're making it harder to transition. I suspect there will be many mergers like Stellantis and some may go bust and be bailed out like with the laughable US Infrastructure Bill giving huge subsidies for tiny batteries and unions.
I prefered the #humblebragger version of TBM... this one can't seem to understand nuance in an argument without trying to just misrepresent an alternative point of view as being "conspiracy theories".....
I was wondering when someone else would notice the utter waffle.

skwdenyer

16,715 posts

242 months

Friday 5th November 2021
quotequote all
jsf said:
skwdenyer said:
Simpler-constructed vehicles are less prone to unreliability.
No they are not. Well designed and throughly tested vehicles are less prone to unreliability.
And the chances of producing a well-designed and thoroughly-debugged vehicle are dramatically improved if the part count is reduced.

For a given programme length / budget (a typical constraint), reducing the part count is going to provide a major advantage.

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
EddieSteadyGo said:
TameBritishMuslim said:
So because some videos are more popular than others, you're implying something is up with Sandy Munro? He doesn't control how the YouTube algorithm works but clearly, it shows that people are hungry for Tesla content and that in itself is pretty amazing brand power considering they do not really advertise.

Yes I am listening to Sandy Munro. I also listened to him when he hated how the Model S was put together and laughed at Model 3 panel gaps. I am not aware of any objective reason why I should not be listening to Munro and Associates and so far, on here, all I've read are thoughts verging on conspiracy theories.

With respect to his rant about the invasion of Chinese vehicles, that's his opinion and he is far more qualified than you and I to give his opinion. However, we can only see what materialises - and yes, just like Americans switched to Corollas and Camrys, it is possible.. but we'll see.

Personally, I don't want legacy manufacturers to die, I want them to change and move forward but many are appearing too greedy to milk ICE for all they can and at the same time they're making it harder to transition. I suspect there will be many mergers like Stellantis and some may go bust and be bailed out like with the laughable US Infrastructure Bill giving huge subsidies for tiny batteries and unions.
I prefered the #humblebragger version of TBM... this one can't seem to understand nuance in an argument without trying to just misrepresent an alternative point of view as being "conspiracy theories".....
off_again said:
Be cautious with Munro. He has jumped off the diving board and is going deep into the Tesla swimming pool. Yes, he is aware of a lot of the manufacturing processes and has a lot of experience in this area, but equally his objectivity around a lot of things is questionable at best currently.

Yes, he has made some valid comments and thats reasonable. He's also jumped on the crazy train and is riding it all the way....
EddieSteadyGo said:
Clearly Munro is a solid engineer. But I suspect from the point they started selling the Tesla 'secret sauce', they are making a lot more money than before. You can see the change in tone, once they realised what was getting their phone to ring.
Yeah, I see the nuance there - i.e. nothing with any factual basis.

TameBritishMuslim

172 posts

77 months

Friday 5th November 2021
quotequote all
Burwood said:
EddieSteadyGo said:
TameBritishMuslim said:
So because some videos are more popular than others, you're implying something is up with Sandy Munro? He doesn't control how the YouTube algorithm works but clearly, it shows that people are hungry for Tesla content and that in itself is pretty amazing brand power considering they do not really advertise.

Yes I am listening to Sandy Munro. I also listened to him when he hated how the Model S was put together and laughed at Model 3 panel gaps. I am not aware of any objective reason why I should not be listening to Munro and Associates and so far, on here, all I've read are thoughts verging on conspiracy theories.

With respect to his rant about the invasion of Chinese vehicles, that's his opinion and he is far more qualified than you and I to give his opinion. However, we can only see what materialises - and yes, just like Americans switched to Corollas and Camrys, it is possible.. but we'll see.

Personally, I don't want legacy manufacturers to die, I want them to change and move forward but many are appearing too greedy to milk ICE for all they can and at the same time they're making it harder to transition. I suspect there will be many mergers like Stellantis and some may go bust and be bailed out like with the laughable US Infrastructure Bill giving huge subsidies for tiny batteries and unions.
I prefered the #humblebragger version of TBM... this one can't seem to understand nuance in an argument without trying to just misrepresent an alternative point of view as being "conspiracy theories".....
I was wondering when someone else would notice the utter waffle.
Hey, surely you're 'progressive' enough to accept me, 'mate'?
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