Tesla and Uber Unlikely to Survive (Vol. 2)

Tesla and Uber Unlikely to Survive (Vol. 2)

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HalcyonRichard

48 posts

57 months

Tuesday 21st January 2020
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Share Jam today
Dividend Jam tomorrow
Fun Jam everyday

Tuna

19,930 posts

284 months

Tuesday 21st January 2020
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Sambucket said:
But the chances of Tesla being forced to restructure into a 'normal' niche car company are increasingly low imo.
They have not produced any 'non-car' products yet. Autopilot upgrades are not a product.

For the moment, they are *only* a niche car company.

FSD is jam tomorrow. That doesn't mean it won't arrive, but they are not selling FSD right now. No restructuring needed.

RobDickinson

31,343 posts

254 months

Tuesday 21st January 2020
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Tuna said:
They have not produced any 'non-car' products yet. Autopilot upgrades are not a product.
yeah riiight...


RichardM5

1,736 posts

136 months

Tuesday 21st January 2020
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Tuna said:
They have not produced any 'non-car' products yet. Autopilot upgrades are not a product.
PowerWall is not a car.

Tuna

19,930 posts

284 months

Tuesday 21st January 2020
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RichardM5 said:
PowerWall is not a car.
Good point. I stand (sit) corrected. Mentally had filed that away with Solar City.

RobDickinson

31,343 posts

254 months

Tuesday 21st January 2020
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+ solar and solar tiles
+ powerpack and megapack

Semi is technically not a car either

RobDickinson

31,343 posts

254 months

Tuesday 21st January 2020
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TSLA closed up another 7% today lol.

almost 100bn value


Tuna

19,930 posts

284 months

Tuesday 21st January 2020
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Wikipedia said:
In August 2019 as Tesla continued to search for a viable solar strategy after logging its lowest-ever quarterly installations (second quarter 2019 plummeted to new lows of 29 megawatts, compared to the 2,013 megawatts residential leader Sunrun installed and SolarCity's once installed 253 megawatts in one quarter, back in 2015 before Tesla absorbed it), Tesla announced they would begin renting solar systems to customers in six states for $50 a month, in a plan to boost residential solar deployments.
So down to a little more than one tenth it's previous size, and a seventieth of the market leader?

That'll be why I forgot about them smile

Smiljan

10,826 posts

197 months

Wednesday 22nd January 2020
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Some people taking the maintenance free idea a little too far, spotted in a Bristol Hospital carpark. Not you is it Gangzoom?






gangzoom

6,283 posts

215 months

Wednesday 22nd January 2020
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Even am not that cheap, but the car is on cheapo tyres NanKang branded ones, £100 each, less than half the price of the OEM Latitude Sports.

They have a crazy tread wear rating, so should last longer too. 4.5k miles on them and haven't fallen off the road yet smile.

ds666

2,631 posts

179 months

Wednesday 22nd January 2020
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Blimey in this weather those tyres must be lethal . And at 3 points per illegal tyre his licence is hanging by a thread . Does he think self drive means you don’t need a licence ?

Zcd1

448 posts

55 months

Wednesday 22nd January 2020
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Smiljan said:
Some people taking the maintenance free idea a little too far, spotted in a Bristol Hospital carpark.
That is insane, and insanely stupid.

jjwilde

1,904 posts

96 months

Wednesday 22nd January 2020
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Looks like too much 0-60!

ZesPak

24,427 posts

196 months

Wednesday 22nd January 2020
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I won't condone damaging anyone's property, but if you were to slash those tyres, does it still counts as damaging?

That is just mental. Must be interesting to drive in the wet....

hyphen

26,262 posts

90 months

Wednesday 22nd January 2020
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RobDickinson said:
TSLA closed up another 7% today lol.

almost 100bn value
Not value, valuation.

jjwilde

1,904 posts

96 months

Wednesday 22nd January 2020
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hyphen said:
Not value, valuation.
jester

SWoll

18,339 posts

258 months

Wednesday 22nd January 2020
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Zcd1 said:
Smiljan said:
Some people taking the maintenance free idea a little too far, spotted in a Bristol Hospital carpark.
That is insane, and insanely stupid.
Staggering, but then I also don't understand why people do this.

gangzoom said:
Even am not that cheap, but the car is on cheapo tyres NanKang branded ones, £100 each, less than half the price of the OEM Latitude Sports.

They have a crazy tread wear rating, so should last longer too. 4.5k miles on them and haven't fallen off the road yet smile.
Not wanting to turn this into a tyre thread but more expensive tyres come into their own when you really need them as every test proves. I'd not even consider putting cheap tyres on an old banger for exactly that reason, let alone a 2.5 tonne EV used to ferry my kids around regularly. £75k EV and worrying about an extra £500 for tyres once every year or two?

hyphen

26,262 posts

90 months

Wednesday 22nd January 2020
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jjwilde said:
jester
Indeed you are

jjwilde

1,904 posts

96 months

Thursday 23rd January 2020
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Tesla market value passes Volkswagen to hit $100bn

https://www.bbc.co.uk/news/business-51214824

jester

Who's the clown now?

Me, who invested in Tesla and is now taking a year out to travel based on their success... or you... a troll on this thread? laugh

And yes, I intend to post photos of me enjoying my year out just to troll you, you clown biggrin

Gojira

899 posts

123 months

Thursday 23rd January 2020
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jjwilde said:
Tesla market value passes Volkswagen to hit $100bn

https://www.bbc.co.uk/news/business-51214824

jester

Who's the clown now?

Me, who invested in Tesla and is now taking a year out to travel based on their success... or you... a troll on this thread? laugh

And yes, I intend to post photos of me enjoying my year out just to troll you, you clown biggrin
So now we know why you shill so hard for St Elon! roflroflrofl

Good for you making money out of the growth, but the history of business is full of overhyped boom and bust, from Tulip Mania to the Dot Com boom and Cryptocurrencies biggrin

So, Tesla's current market value is about $270k per car sold, and VW's is about $9k...

The BBC don't quote the market value for Toyota, but a quick google shows it is currently just under $200bn, so not quite twice Teslas, with a Market value per car of about $22k

I do expect Tesla will be around for the long haul, but I'd be very surprised if the market values aren't a lot closer in 10-15 years time, on that per car sold basis.
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