Tesla Cayman?

Author
Discussion

DJMC

3,438 posts

104 months

Friday 17th November 2017
quotequote all
v8ksn said:
I'm sure anyone who reads through this thread will come to the conclusion that it is YOU who is coming off as rather unhinged rather than cmoose.
No I disagree. I thought Phantom's posts were fine.

DJMC

3,438 posts

104 months

Friday 17th November 2017
quotequote all
v8ksn said:


Looks more like an Aston Martin DB10 to me
God that's ugly!

Same designer as this monstrosity?...


v8ksn

4,711 posts

185 months

Friday 17th November 2017
quotequote all
DJMC said:
God that's ugly!

Same designer as this monstrosity?...

rofl Thats horrific! I bet there is an aspiring rapper out there with this pinned to his wall as a goal! thumbup

SRT Hellcat

7,035 posts

218 months

Friday 17th November 2017
quotequote all
Quite a good looking piece of kit with somewhat incredible performance. EV's are not for me. Maybe one day but certainly not in the immediate future. What I find annoying is that Tesla has lost what nigh on one billion dollars. He can price a P85D or whatever the latest number is at £100K. But to make a profit the car should be say £200K or more. How many would be sold then. Same with this sports car. Easy to say I can give you Chiron performance at a fraction of the price. But if the price point should be the plus side of £1,000,000 to make a profit it is all complete BS.
If Tesla had to price their cars to make a profit and had not been propped up by the US taxpayer they would have been gone a long time ago.

patch5674

233 posts

113 months

Saturday 18th November 2017
quotequote all
SRT Hellcat said:
Quite a good looking piece of kit with somewhat incredible performance. EV's are not for me. Maybe one day but certainly not in the immediate future. What I find annoying is that Tesla has lost what nigh on one billion dollars. He can price a P85D or whatever the latest number is at £100K. But to make a profit the car should be say £200K or more. How many would be sold then. Same with this sports car. Easy to say I can give you Chiron performance at a fraction of the price. But if the price point should be the plus side of £1,000,000 to make a profit it is all complete BS.
If Tesla had to price their cars to make a profit and had not been propped up by the US taxpayer they would have been gone a long time ago.
I tend to agree, and also that if a traditional manufacturer of anything set a Q3 target of 1,500 and then produced only 260 as with the model 3, they would get fking savaged in the markets. But Tesla is the darling of the stock exchanges at the moment - it is all very frothy and I suspect Tesla could go under or get very close to it before being bought by Daimler or GM or something.

The losses are not sustainable at all and the revealing cars that aren't any where near ready to keep the investors on the merry go round reeks a bit.

Porsche911R

21,146 posts

266 months

Saturday 18th November 2017
quotequote all
pete.g said:
It looks a lot like the Mazda MX5-RF to me.





Edited by pete.g on Friday 17th November 12:19
Which looks like the new TVR lol

Pinball

457 posts

131 months

Saturday 18th November 2017
quotequote all
A two seater Tesla at the same price as the 718 with a similar all round performance would pique my interest. This one seems more of an i8 competitor.

BnB

1,059 posts

176 months

Saturday 18th November 2017
quotequote all
patch5674 said:
I tend to agree, and also that if a traditional manufacturer of anything set a Q3 target of 1,500 and then produced only 260 as with the model 3, they would get fking savaged in the markets. But Tesla is the darling of the stock exchanges at the moment - it is all very frothy and I suspect Tesla could go under or get very close to it before being bought by Daimler or GM or something.

The losses are not sustainable at all and the revealing cars that aren't any where near ready to keep the investors on the merry go round reeks a bit.
I'm seriously tempted to short TSLA in a big way but I think the support is still there for now.

Desert Dragon

1,445 posts

85 months

Saturday 18th November 2017
quotequote all
patch5674 said:
I tend to agree, and also that if a traditional manufacturer of anything set a Q3 target of 1,500 and then produced only 260 as with the model 3, they would get fking savaged in the markets. But Tesla is the darling of the stock exchanges at the moment - it is all very frothy and I suspect Tesla could go under or get very close to it before being bought by Daimler or GM or something.

The losses are not sustainable at all and the revealing cars that aren't any where near ready to keep the investors on the merry go round reeks a bit.
Is Tesla all private investor money or has it also had lots of US government grants? Very very good salesman their CEO I have to say. Looked at the company fundamentals, then share price performance and it reminds me of dot.com boom and bust co a bit. Basically no correlation between current share price and company's actual performance.

n4aat

458 posts

213 months

Saturday 18th November 2017
quotequote all
DJMC said:
v8ksn said:
I'm sure anyone who reads through this thread will come to the conclusion that it is YOU who is coming off as rather unhinged rather than cmoose.
No I disagree. I thought Phantom's posts were fine.
Not one to pile on, but I agree. Nowt wrong with Phantom's posts.

patch5674

233 posts

113 months

Saturday 18th November 2017
quotequote all
Desert Dragon said:
Is Tesla all private investor money or has it also had lots of US government grants? Very very good salesman their CEO I have to say. Looked at the company fundamentals, then share price performance and it reminds me of dot.com boom and bust co a bit. Basically no correlation between current share price and company's actual performance.
I know the battery factory was a $1.3 billion grant from the Nevada government. This was one of the key parts of being able to scale model 3 production and as of yet they are not succeeding.

The lack of correlation is huge, as you say there is some comparison to be made against dotcom companies.

BnB said:
I'm seriously tempted to short TSLA in a big way but I think the support is still there for now.
I am also, I just need to decide whether I have the balls to do it. I am 90% certain that I am right and I think now could be the time to do it.

To be honest I think they are going to get killed by the commodities markets. The big legacy car makers will have the cash reserves to outbid them for things like cobalt and lithium and will have economies of scale to secure supply for truly mass market vehicles.

I think at the very best Tesla will remain at roughly the size it is currently maybe slightly bigger and it's share price will eventually reflect that, my thinking for the short is that once the next big thing comes along the share price will correct and reflect the true value of a medium volume car manufacturer operating in what will eventually be a crowded market dominated by the conglomerates of VW, GM etc.


ooid

4,099 posts

101 months

Monday 20th November 2017
quotequote all
Does Tesla has a design language yet? I mean all models they are producing, its sort of mixing of something is currently trendy. A bit cliche super-arrogant hi-tech engineer approach to design. Looking at new Tesla now, figures and numbers fantastic again. But what is this car? their first roadster was based on Lotus, so it's already a mistake I think for a brand to start off a car with another brand. Now producing new roadster, surely they had to adapt some lines from the previous roadster (which is already lotus) so whatever they do, there is no idea or DNA at the end, and it will always look generic. not to mention, what they produce is completely new technology so why does it have to look like another car on the road?



When you put all Tesla models together, is there an overall design principle yet can easily be observed ? rolleyes

patch5674

233 posts

113 months

Thursday 4th January 2018
quotequote all
patch5674 said:
Desert Dragon said:
Is Tesla all private investor money or has it also had lots of US government grants? Very very good salesman their CEO I have to say. Looked at the company fundamentals, then share price performance and it reminds me of dot.com boom and bust co a bit. Basically no correlation between current share price and company's actual performance.
I know the battery factory was a $1.3 billion grant from the Nevada government. This was one of the key parts of being able to scale model 3 production and as of yet they are not succeeding.

The lack of correlation is huge, as you say there is some comparison to be made against dotcom companies.

BnB said:
I'm seriously tempted to short TSLA in a big way but I think the support is still there for now.
I am also, I just need to decide whether I have the balls to do it. I am 90% certain that I am right and I think now could be the time to do it.

To be honest I think they are going to get killed by the commodities markets. The big legacy car makers will have the cash reserves to outbid them for things like cobalt and lithium and will have economies of scale to secure supply for truly mass market vehicles.

I think at the very best Tesla will remain at roughly the size it is currently maybe slightly bigger and it's share price will eventually reflect that, my thinking for the short is that once the next big thing comes along the share price will correct and reflect the true value of a medium volume car manufacturer operating in what will eventually be a crowded market dominated by the conglomerates of VW, GM etc.
Did either of you chaps short Tesla in the end? I didn't have the balls or the available cash to pile in, but having seen this mornings announcement I am bloody sorry.

Hoping one of you might be feeling rather happy right now?