Tesla and Uber Unlikely to Survive (Vol. 2)
Discussion
rjg48 said:
SWoll said:
rjg48 said:
coetzeeh said:
So the Model 3 with the hatchback is significantly more expensive than the Model 3.Where do I sign?
Quite the comeback. Factually correct though, which is an improvement on your usual posts at least.
Hi all, been a while, hope you are all Millionaires on here by now since last Friday.
Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Getting back to cars soldTesla have promised 500 000 in 2020. So far they have 184900 so need to do 315 000 or 157 000 per quarter to match that expectation.
Given their two plants are all up and running lets see if they can match that. Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Make hay whilst the sun and share price shines. How very solar !
Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Getting back to cars soldTesla have promised 500 000 in 2020. So far they have 184900 so need to do 315 000 or 157 000 per quarter to match that expectation.
Given their two plants are all up and running lets see if they can match that. Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Make hay whilst the sun and share price shines. How very solar !
Edited by Gandahar on Tuesday 14th July 15:46
By the way, can anyone clue me in of Elon's tweet that the SEC has an E in the middle that means Elon?
It's rather puzzling because SEC means Exchange ????????
Note also that by law Tesla have to vet his twitter s
te and not let him just be a juvenile prick once again.I guess that's better than pedo though, so he has matured in the intervening years
Gandahar said:
Hi all, been a while, hope you are all Millionaires on here by now since last Friday.
Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Getting back to cars soldTesla have promised 500 000 in 2020. So far they have 184900 so need to do 315 000 or 157 000 per quarter to match that expectation.
Given their two plants are all up and running lets see if they can match that. Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Make hay whilst the sun and share price shines. How very solar !
Can you do a graph for share value against number of superchargers and share value against data gathered by machine learning?Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Getting back to cars soldTesla have promised 500 000 in 2020. So far they have 184900 so need to do 315 000 or 157 000 per quarter to match that expectation.
Given their two plants are all up and running lets see if they can match that. Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Make hay whilst the sun and share price shines. How very solar !
Edited by Gandahar on Tuesday 14th July 15:46
SWoll said:
Indeed, having seen the specs and prices of the BMW iX3 and Audi Q4 E-Tron, Tesla must really be worrying about how they are going to sell any Model Y's..
iX3 has a 285 mile range. Isn't that more than sufficient to majority of buyers?Also made in China it appears, and not Germany. So cheapest production costs they can get, so imagine they will be discounting from the £60k RRP if sales are slow.
Edited by hyphen on Tuesday 14th July 16:50
jamoor said:
Gandahar said:
Hi all, been a while, hope you are all Millionaires on here by now since last Friday.
Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Getting back to cars soldTesla have promised 500 000 in 2020. So far they have 184900 so need to do 315 000 or 157 000 per quarter to match that expectation.
Given their two plants are all up and running lets see if they can match that. Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Make hay whilst the sun and share price shines. How very solar !
Can you do a graph for share value against number of superchargers and share value against data gathered by machine learning?Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Getting back to cars soldTesla have promised 500 000 in 2020. So far they have 184900 so need to do 315 000 or 157 000 per quarter to match that expectation.
Given their two plants are all up and running lets see if they can match that. Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Make hay whilst the sun and share price shines. How very solar !
Edited by Gandahar on Tuesday 14th July 15:46
It's great as an incentive now, but not when everything is electric and you just go down Tesco/Sainsburys etc and charge up whilst shopping and get a 10% off voucher on your groceries and free electricity. It's a no brainer.
I am interested in seeing how Tesla, for their more and more expensive FSD can actually do or how close it gets to actually working. They keep reducing the price on the actual cars and putting up the price on the FSD.
This is the ultimate test for Tesla, if FSD does not deliver they are walking the plank ..... imagine the amount of class actions. They will be toast.
Considering they can't even get paint right
https://twitter.com/stevenle08/status/128110784863...
or panel gaps
SWoll said:
Gandahar said:
Tesla needs to make as many cars ASAP in 2020 and early 2021 before everyone else catches up..
Indeed, having seen the specs and prices of the BMW iX3 and Audi Q4 E-Tron, Tesla must really be worrying about how they are going to sell any Model Y's..
It's coming quicker than you think for Tesla.
Just before Covid issues
https://www.cnbc.com/2020/03/10/tesla-manufacturin...
jamoor said:
Can you do a graph for share value against number of superchargers and share value against data gathered by machine learning?
That would be reflected in the price? As any recognisable value would be added to the accounts.Tesla for example released that Auto Summons as it then allowed them to add this to the accounts as now realised.
SWoll said:
Indeed, having seen the specs and prices of the BMW iX3 and Audi Q4 E-Tron, Tesla must really be worrying about how they are going to sell any Model Y's..
From all available sales numbers of the Model Y and how quickly they are already dsicounting, its fair to say Tesla are probably already worried about how they are going to sell them.Gandahar said:
Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Don't forget, the reason for Tesla's massive CapEx vs lack of profit was that they are a growth company.. 
"During his tenure, Dhillon launched the company’s in-house seat manufacturing operations at a facility a few miles south of the main car plant in Fremont. It was considered risky for a car maker to manufacture its own seats, including its own proprietary seat frames. But with CEO Elon Musk in pursuit of pure vertical integration, which would give the company a high degree of self-reliance, Tesla managed the task.
Tesla went through a rocky period ramping up Model 3 manufacturing in Fremont in the last two years, but under Dhillon’s management, finally achieved its highest rate of production for any vehicle ever with the Model 3 there at the end of 2019, according to people who worked with him."
and then
https://electrek.co/2020/06/16/tesla-model-y-quali...
"One of the biggest problems was the fact that the backseat wasn’t attached to its base."
You couldn't make it up could you ....
Tesla went through a rocky period ramping up Model 3 manufacturing in Fremont in the last two years, but under Dhillon’s management, finally achieved its highest rate of production for any vehicle ever with the Model 3 there at the end of 2019, according to people who worked with him."
and then
https://electrek.co/2020/06/16/tesla-model-y-quali...
"One of the biggest problems was the fact that the backseat wasn’t attached to its base."
You couldn't make it up could you ....
Greggsybabe said:
SWoll said:
Indeed, having seen the specs and prices of the BMW iX3 and Audi Q4 E-Tron, Tesla must really be worrying about how they are going to sell any Model Y's..
From all available sales numbers of the Model Y and how quickly they are already dsicounting, its fair to say Tesla are probably already worried about how they are going to sell them.Gandahar said:
Is there a Tesla share price bubble? Well I was not sure so decided to plot Tesla market cap against the number of cars sold per quarter over the last year to Q2 2019
Don't forget, the reason for Tesla's massive CapEx vs lack of profit was that they are a growth company.. They still won't go bust though. Will be bought out in about 3-4 years time. Elon will have junked it, like he will do soon with his cousins, sorry, his, energy roofing company.
Starlink is probably his way to be the worlds richest man. It looks a good bet so far, unlike Tesla.
Hats off to him for that.
Tuna said:
SWoll said:
Indeed, having seen the specs and prices of the BMW iX3 and Audi Q4 E-Tron, Tesla must really be worrying about how they are going to sell any Model Y's..
They might worry some more if people sit in the iX3, Audi or Polestar and notice the difference in build quality hyphen said:
jamoor said:
Can you do a graph for share value against number of superchargers and share value against data gathered by machine learning?
That would be reflected in the price? As any recognisable value would be added to the accounts.Tesla for example released that Auto Summons as it then allowed them to add this to the accounts as now realised.
rjg48 said:
Tuna said:
SWoll said:
Indeed, having seen the specs and prices of the BMW iX3 and Audi Q4 E-Tron, Tesla must really be worrying about how they are going to sell any Model Y's..
They might worry some more if people sit in the iX3, Audi or Polestar and notice the difference in build quality 
The build quality thing makes me laugh, had nothing but German cars for the past 20 years and no end of both mechanical and trim issues with all manufacturers. Yes Tesla panel gaps aren't all great, the trim isn't the best quality etc. but after 8 months and 5k miles I can confirm the ownership experience is excellent and it still puts a smile on my face every time I drive it. Been a long time since I've had a car I could say that about.
To quote Jules Winnfield "personality goes a long way".
On the other points, if a car comes out from another manufacturer that suits me as an overall package better than what Tesla currently offer I'll happily change in a minute. Share prices and Elon's latest tweet mean less than nothing to me and I've go zero financial skin in the game as own no shares and our car is on a month by month subscription deal I secured at a ridiculous rate this time last year.
It would be nice if people didn't automatically assume you're a fanboy because you own/use a product and respond to certain ridiculous statements with actual experience. But then I suppose that's the modern world for you?
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