VW on Tesla

[Mega]

https://www.carscoops.com/2019/10/vw...che-car-maker/

Allow me to trans-late.............

"F**k you Musk, you bastard!"
"We & the other gang members are going to kick the sh1t out of you & your company".

Mike

[Mega]

Re: VW on Tesla

Most cars will be Hybrids very soon, the producers understand that to fight off EV's they need to offer EV like "off the mark accelation" .........a 48Volt mild hybrid system should be able to offer this. Also they need to reduce Tesla sales of very expensive cars, force him into a narrow market sector with little or negative profit returns.......

[GRG55]

Re: VW on Tesla

...Also they need to reduce Tesla sales of very expensive cars, force him into a narrow market sector with little or negative profit returns.......

They don't need to do anything about Tesla's sales of aging "very expensive cars". Tesla is doing a good job killing sales of those all by itself. Looks like the lower margin Model 3 is cannibalizing sales of the more expensive Models S and X. A 45% drop in consecutive Q-over-Q deliveries is impressive indeed.

"Lower Model S and Model X deliveries are weighing on Tesla's business.

When combined Model S and Model X deliveries declined 45% between the fourth quarter of 2018 and the first quarter of 2019, the company's total gross profit margin fell from 24.3% in Q4 to 20.2% in Q1. While part of this was due to a slight decline in the Model 3's gross margin over the same time frame, much of this contraction was the result of reduced Model S and Model X delivery volume. This is no surprise: As Tesla's priciest models, Model S and Model X produce higher gross profit margin than the Model 3.

Perhaps Tesla has some surprises in store to reignite sales volume for its Model S and Model X in the coming quarters. But if it doesn't, it will have to rely primarily on improved economies of scale from higher Model 3 volumes in order to improve its automotive gross profit margin."

[jk]

Re: VW on Tesla

funny reading vw going more electric "for the good of the world" when so much german electricity derives from coal

[Mega]

Re: VW on Tesla

Ah !


https://www.carscoops.com/2019/10/bo...rminally-ugly/

GRG55:- in his defence I too would wait till BMW/Audi/Porsche etc had "Arrived" then facelift.......will not cost him too much to do + new battery tec.

JR:- its not about the truth, its about the dream.....

Mike

[Southernguy]

Re: VW on Tesla

Tesla shares up some 30% the last 5 days

[Mega]

Re: VW on Tesla

He makes a lot of money by "Selling GREEN Credits" to non EV car producers.........don't be shocked when VW sells the credits MUCH cheaper ........thus cut off another income stream

[GRG55]

Re: VW on Tesla

Tesla shares up some 30% the last 5 days

Do you think the company was underpriced by 30%?

Or do you think the company added 30% more enterprise value in a week?

Or do you think its still the same badly managed, cash sucking, revolving executive suite door, speculative promotion vehicle its always been?

[Southernguy]

Re: VW on Tesla

I have not the least idea what their share price should be. If y recall well it was as early as 2013 when EJ after a long and detailed analysis said Tesla was a short at around 100. And here we are.
What I think, and of that I am quite sure, is that Tesla is building the best and most competitive electric cars on the market. And that is the reason for the Chinese granting it the right to be the first foreign car company to build a plant without sharing with the locals. As for WV we are still waiting, after years of announcing billions and more billions investments on EV's to see a car that can be bought and works and is competitive. I lost quite a bunch on 2013 shorting Tesla. (no one to blame but me, of course). And recouped some of that money trading Tesla formerly. Now I don't hold any interest on Tesla other than following the news. I think EV's are the future of automotion and, so far, Tesla is on the avant garde. We shall see what follows.

[thriftyandboringinohio]

Re: VW on Tesla

Fascinating discussion here folks. There seems to be two distinct ideas under discussion.

First is a stock traders view of Tesla. If your investing timeline is short enough, you can disregard the fundamentals of the business and try to figure out the short term movement of the stock.
I've never had confidence trading, but people make huge fortunes doing it.

The business fundamentals for Tesla have looked weak to me since they started delivering cars in about 2014. The automobile business is highly mature; capital intensive; labor intensive; highly efficient; and has lots of overcapacity worldwide. Starting a business in such a market sounds like a recipe for going broke in the long term. But it's not impossible. I just bought a new Hyundai, and they only entered the US market in 1986. They seem to be thriving, despite entering a mature market late. Of course, Hyundai was a very different company than Tesla when it entered the US auto market. It was a huge heavy industrial conglomerate, building merchant ships and manufacturing semiconductors and performing large construction. They had deep pockets and a deep pool of talent when they spooled up, and they had the luxury of time by starting small and growing modestly as their brand caught on with the public, starting with cheapskates like me.

Looking ahead I don't see that Tesla offers anything that can't be matched by any other auto manufacture from Volvo to Ford to VW. Tesla have done better than I ever thought possible, good on them , and they are largely responsible for creating the public's desire to own a battery powered plug-in EV. Much of that early success was really a clever cash in on government subsidies for EVs. Sadly, market innovators often fall by the wayside as larger and better companies take their markets. I can only conclude that Tesla is doomed as a manufacturer of automobiles.

[Mega]

Re: VW on Tesla

It can go to pot quickly

[Mega]

Re: VW on Tesla

Ah, a chilk of light

https://www.zerohedge.com/geopolitic...onishing-39-q3

[Southernguy]

Re: VW on Tesla

You are probably right, Thrifty, after all GM was bankrupt 10 years ago, except that it was rescued by the government

Fascinating discussion here folks. There seems to be two distinct ideas under discussion.

First is a stock traders view of Tesla. If your investing timeline is short enough, you can disregard the fundamentals of the business and try to figure out the short term movement of the stock.
I've never had confidence trading, but people make huge fortunes doing it.

The business fundamentals for Tesla have looked weak to me since they started delivering cars in about 2014. The automobile business is highly mature; capital intensive; labor intensive; highly efficient; and has lots of overcapacity worldwide. Starting a business in such a market sounds like a recipe for going broke in the long term. But it's not impossible. I just bought a new Hyundai, and they only entered the US market in 1986. They seem to be thriving, despite entering a mature market late. Of course, Hyundai was a very different company than Tesla when it entered the US auto market. It was a huge heavy industrial conglomerate, building merchant ships and manufacturing semiconductors and performing large construction. They had deep pockets and a deep pool of talent when they spooled up, and they had the luxury of time by starting small and growing modestly as their brand caught on with the public, starting with cheapskates like me.

Looking ahead I don't see that Tesla offers anything that can't be matched by any other auto manufacture from Volvo to Ford to VW. Tesla have done better than I ever thought possible, good on them , and they are largely responsible for creating the public's desire to own a battery powered plug-in EV. Much of that early success was really a clever cash in on government subsidies for EVs. Sadly, market innovators often fall by the wayside as larger and better companies take their markets. I can only conclude that Tesla is doomed as a manufacturer of automobiles.

[Mega]

Re: VW on Tesla

https://www.dailymail.co.uk/news/art...9-quarter.html

What's interesting is the conments, no one likes Tesla or Musk.

They can't understand how he stay's in business?

Only in a World of FAKE cash can this shit fly!

[jk]

Re: VW on Tesla

https://twitter.com/tonynorthrup/sta...19937384050688

as santiagoaufund commented: Reminds me of that joke about the 2 best days of a boat owners life...