Tesla and Uber Unlikely to Survive...
Discussion
I cant imagine US sales staying that high for long until they release the $35k short range mid/late next year but who knows!
I certainly dont see theres 18k new sales for $50k up AWD and performance models in the US but the lemur is stretching the mid range market that must be hurting the camry types now too.
I certainly dont see theres 18k new sales for $50k up AWD and performance models in the US but the lemur is stretching the mid range market that must be hurting the camry types now too.
RobDickinson said:
Let's judge him on anecdotes hey.
Even 60 minutes just edited interviews to try and make him look bad.
Not just anecdotes.Even 60 minutes just edited interviews to try and make him look bad.
We have all seen his public behaviour - his attitude to the SEC, being accused of securities fraud, his strange twitter outbursts, accusing a normal member of the public of being a pedo whilst presenting no evidence (and repeating the accusation), getting into futile arguments trying to steal an artist's IP.
And there have been a steady stream of employees describing his bullying behaviour over a long period of time. So as I said earlier, I accept it is possible the most recent examples could have been exaggerated or even fabricated. But such is the problem when your reputation precedes you....
RobDickinson said:
It's tough when you are accelerating the world's transition to sustainable energy.
I don't like that type of argument...basically it says, "the ends justify the means". Many bad things get justified using that rationale. And it involves a false premise - the bottom line is that you don't need to bully your employees just because you are running a very large business.
Bullying employees is wrong for sure.
But we don't have any factual information.
And the US workplace is quite different from one's I've worked in. It's always astounded me how employers are treated there by almost everyone
I known 2 of Teslas factories are trying to unionize, I don't generally agree with the UK style unions of today but USA might just need them (amongst other things...)
But we don't have any factual information.
And the US workplace is quite different from one's I've worked in. It's always astounded me how employers are treated there by almost everyone
I known 2 of Teslas factories are trying to unionize, I don't generally agree with the UK style unions of today but USA might just need them (amongst other things...)
coyft said:
He's not "running" a very large business. He's created it, it's his baby, he's driving it forward, he's making it succeed, he's consumed by it.
We can't imagine the stress, pressure and just pure will to build something like that. Of course people are going to get shouted at, if they can't take it go and work for GM or Ford.
Nah. That's just obfuscation. There is no excuse. We can't imagine the stress, pressure and just pure will to build something like that. Of course people are going to get shouted at, if they can't take it go and work for GM or Ford.
t and deserve to be fired. Shocker I know.This is more relevant: https://www.cnbc.com/2018/12/14/china-reports-nove...
https://www.theguardian.com/business/consumerspend...
https://tradingeconomics.com/euro-area/consumer-sp...
The U.K. traditionally follows the US economically on a 6 month lag. The EU then follows shortly after. This isn’t happening because of the enormous political disconnect.
The U.K. is a critical overseas market as it has the largest population in Europe of people who like to spend more than they earn on non essential goods. Q4 has been a shocker in the consumer space and most industries are reporting a similar effect. It’s become a nation in hiatus. If it is due to Brexit then it is now going to drag on through 2019.
Tesla is now facing some big global economic headwinds at probably the worst possible time given that they must be getting close to filling all the US pre-orders and hitting reality, whether that is a good or bad etc.
The 35k car can’t really afford to be delayed and given the current strength in the share price they really ought to raise a chunk of money now rather than wait until they might need to. Plus they can always run a buyback if they don’t need it to tide over a gap where new orders don’t match production etc.
https://www.theguardian.com/business/consumerspend...
https://tradingeconomics.com/euro-area/consumer-sp...
The U.K. traditionally follows the US economically on a 6 month lag. The EU then follows shortly after. This isn’t happening because of the enormous political disconnect.
The U.K. is a critical overseas market as it has the largest population in Europe of people who like to spend more than they earn on non essential goods. Q4 has been a shocker in the consumer space and most industries are reporting a similar effect. It’s become a nation in hiatus. If it is due to Brexit then it is now going to drag on through 2019.
Tesla is now facing some big global economic headwinds at probably the worst possible time given that they must be getting close to filling all the US pre-orders and hitting reality, whether that is a good or bad etc.
The 35k car can’t really afford to be delayed and given the current strength in the share price they really ought to raise a chunk of money now rather than wait until they might need to. Plus they can always run a buyback if they don’t need it to tide over a gap where new orders don’t match production etc.
RobDickinson said:
lolz
Why?You claim to have the new sales figures for Tesla but refuse to release them to the wider public. And now you claim that global economics plays no part?
I know you are one of those extreme believers like a Trump fanatic or a Taliban but do you genuinely have any ability to see beyond being a propaganda mouth piece? Is there any sanity left in there that ever pops up and tries to remind you of what you once were?
I notice that you are now rationalising that new sales figures are likely to be lower than the delivery rate on the pre-orders in the US. That’s taken over 6 months to get you to understand that or rather find a way of dealing with what you did actually realise. And in the meantime you just posted silly remarks and propaganda. It’s all very tiring and in reality it’s the loony extremists such as yourself who hinder the adoption of EVs as normal people get repulsed so if you truly believed in EVs why would you behave in such a way?
...Shorts have utterly ran out of tesla narrative now are trying to point at the global economy.
EV sales are growing if any car sales are hurt it will be ICE and all those manufacturers with massive legacy costs. 80-90% of tesla spend is on investment they can switch off whenever they need to.
EV sales are growing if any car sales are hurt it will be ICE and all those manufacturers with massive legacy costs. 80-90% of tesla spend is on investment they can switch off whenever they need to.
RobDickinson said:
...Shorts have utterly ran out of tesla narrative now are trying to point at the global economy.
EV sales are growing if any car sales are hurt it will be ICE and all those manufacturers with massive legacy costs. 80-90% of tesla spend is on investment they can switch off whenever they need to.
What have the ‘shorts’ got to do with it?EV sales are growing if any car sales are hurt it will be ICE and all those manufacturers with massive legacy costs. 80-90% of tesla spend is on investment they can switch off whenever they need to.
I am merely discussing the risks facing every global exporter in the planet at present. Tesla is not immune from the risk of the U.K. consumer market slowing or a worsening trade war between the US and China. These are important factors for any business let alone one that is running on a cusp.
The single biggest threat to EV growth in the West is a slowing of consumer confidence and consumer spending or a rise in the cost of debt for as long as EVs remain premium goods.
I’m sure in NZ you have tiered food shops for different economic standings as everywhere else does. It’s a know phenomena that during contractions in consumer spending the more expensive store loses market share to the cheaper. In the U.K. that is Waitrose to Tesco traditionally. Well that economic effect occurs across the board and in the transport industry. The desire for consumers to spend more than they need is a big thing for EV adoption.
One may even argue that the predicted change in the EU zone has played a pivotal role in how other manufacturers are rolling out their EV products as they all run teamsnof economists whose job it is to study key markets and likely economic trends.
If change is coming then it is unlikely to be fiscally positive and we are already seeing a decline in luxury goods sales.
Getting the Model 3 moving outside the US is clearly critical in the short term
I am sure it is being worked on and will be mentioned in the Q4 update
Looking at the model3vins.com graphs shows registrations are pretty low in very recent weeks
http://www.model3vins.com/
I am sure it is being worked on and will be mentioned in the Q4 update
Looking at the model3vins.com graphs shows registrations are pretty low in very recent weeks
http://www.model3vins.com/
Edited by anonymous-user on Friday 14th December 10:40
DonkeyApple said:
This is more relevant: https://www.cnbc.com/2018/12/14/china-reports-nove...
https://www.theguardian.com/business/consumerspend...
https://tradingeconomics.com/euro-area/consumer-sp...
The U.K. traditionally follows the US economically on a 6 month lag. The EU then follows shortly after. This isn’t happening because of the enormous political disconnect.
The U.K. is a critical overseas market as it has the largest population in Europe of people who like to spend more than they earn on non essential goods. Q4 has been a shocker in the consumer space and most industries are reporting a similar effect. It’s become a nation in hiatus. If it is due to Brexit then it is now going to drag on through 2019.
Tesla is now facing some big global economic headwinds at probably the worst possible time given that they must be getting close to filling all the US pre-orders and hitting reality, whether that is a good or bad etc.
I think that's a far too simplistic view, true the Auto car market is down 6.9% YTD, however look a little deeper and it show a very varied picture.https://www.theguardian.com/business/consumerspend...
https://tradingeconomics.com/euro-area/consumer-sp...
The U.K. traditionally follows the US economically on a 6 month lag. The EU then follows shortly after. This isn’t happening because of the enormous political disconnect.
The U.K. is a critical overseas market as it has the largest population in Europe of people who like to spend more than they earn on non essential goods. Q4 has been a shocker in the consumer space and most industries are reporting a similar effect. It’s become a nation in hiatus. If it is due to Brexit then it is now going to drag on through 2019.
Tesla is now facing some big global economic headwinds at probably the worst possible time given that they must be getting close to filling all the US pre-orders and hitting reality, whether that is a good or bad etc.
Diesels sales -30% YTD, Petrol + 8.8% and AFV + 22% YTD
BEV sales increased 69% in Nov (due to new models) vs Nov 17 and are up 10% YTD
There are headwinds for sure, but it seems the growth of the BEV segment is negating this affect.
I'm also not convinced the headwinds affect the premium as much as other sectors, heck, even JLR posted UK sales growth in Nov!!!!
Edited by WestyCarl on Friday 14th December 13:07
I saw some detail on the VW ID today. I’m keen. Perfect replacement for the Golf which I use daily to go to the Leisure Centre. Small. Fine in narrow lanes and fits within a parking space to minimise dings. VW claim that it will have a 125Kw motor which sounds huge. Perhaps there will be various outputs. Offering up to 600km range
I think getting into something like this could be a great toe in the water. Net of grant, from 27.5 before options. -lease make a pre heater/cooler, available
I think getting into something like this could be a great toe in the water. Net of grant, from 27.5 before options. -lease make a pre heater/cooler, available
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