1x Tsla Discussion Threads

[juliemara] 18/4/2024 23:23

I assume you mean "at least half a brain"?

[inaminute] 18/4/2024 22:40

I think being dragged down by poor styling/ better looking vehicles from competitors and also many people being put off by the Musk persona. The knowledge that depreciation is also really kicking in to the EV market would make anybody with half a brain stall a purchase

[juliemara] 18/4/2024 17:54

😳🤷🏻‍♂;️

[hosede] 18/4/2024 17:40

The cost of servicing debt will overwhelm everything else I think: Most people won't be able to afford cars - of any sort

[che7win] 18/4/2024 17:10

Not if governments have a say in the matter. They have legislated to punish car manufacturers who give the public what they want by altering market dynamics and penalising car manufacturers who sell too many ICE cars.And forcing companies like Ford to kill off their most popular cars like the Ford Fiesta.

[hosede] 18/4/2024 16:47

I doubt it will ever be 200 again. The great EV revolution has turned out to be a fake. Sales everywhere - except China - are falling steadily. I'm afraid the world debt crisis is going to kill the Green revolution - or a least set it back several decades

[juliemara] 18/4/2024 14:41

It will be $200 before it sees $125!

[claret dragon] 18/4/2024 07:25

I am not a fan of the styling of any of their models.

Regardless of the driveline.

I would not buy one if it had 5 litre lump under the hood.

On its way to the low of around $100.

[johnwise] 18/4/2024 07:14

Tesla To Ask Shareholders To Reinstate Elon Musk’s $56 Billion Package

[hosede] 17/4/2024 15:38

My 3k short is a gift that just keeps giving!

If the price keeps dropping I can't see the shareholders being too much inclined to approve Musk's 56Bn pay package

[simon gordon] 17/4/2024 15:05

H,

Seems the logical play but by the looks of it, they're going all in on a moonshot with robotaxis.

-----

FT - 17/4/24

Tesla’s business — well, the bit that sells cars rather than hype — has been visibly in trouble for more than a year. Investor who came in expecting a bump-free glide towards the global EV mass market should have sold already, while bargain hunters attracted by last year’s slump will probably have been stopped out by this year’s slump.

That leaves only the meme jockeys and futurologists. For them, going all-in on robotaxis may sound great for the 2030-something forecasts, and an earnings tape-bomb is just a speed bump.

[hpcg] 17/4/2024 13:22

Simon - yes I think Tesla should be positioning as an executive brand. That wasn't the ambition based on what the company has said, but they should reset IMO. The large vehicle markets are very different from each other so it is difficult to cover all sectors and only a handful of companies have done that.

[hosede] 17/4/2024 12:49

CFb
A major EW war seems likely in the next say 15 years: - they come about every 100 years - it may not be nuclear, but each side is likely to target the others power stations.
Meanwhile Tesla Shareholders are being asked to re-approve Musks ludicrous 56Bn pay package

[hosede] 17/4/2024 10:56

Careful
Yes Bitcoin is the new (FAKE) gold and if (when) power supplies get knocked out in the next world war EVS will comes to a grinding halt

[careful] 16/4/2024 22:30

Too much has been made about Tesla's first mover advantage and its unique technology.
Most experts have agreed that build quality is a problem relative to established manufacturers.
It takes time to get the corporate know-how as De Lorian found way back.

I think the basic car technology is commonplace already, and Tesla will struggle to get the market share and margins it once dreamed of.

Cathy Wood with her Arc fund and Ron Barron have millions tied up in Tesla,a grave error of judgement.
Nvidia will be a similar disaster, too much hype, there will be lots of competition.
Way overvalued.

There are lots of balloons ready to pop, including Bitcoin.

[cfb2] 16/4/2024 21:31

The media realises it can get clicks and eyeballs from mentioning Tesla or Musk and that is what sells the advertising.

Musk will never be liked by the Democrats because they get lobbied by the UAW and they have unsuccessfully set their sights on Tesla.

You'll note the sudden drop in "Trust & Like" from your article's graph coincided with Musk's initial attempt to acquire twitter. I'm sure you're also aware the first thing Musk did was to publish the internal Twitter emails, some of which showed they had been suppressing negative news stories about Biden and silently hiding posts by people the staff disagreed with.

Not everyone on the right are climate deniers but granted you've got the bible belts and inbreeding who think Trump is the second coming!

Most of the American population appear to be politically polarised and if any CEO says anything you can be guaranteed to upset almost half of them. I suspect the "Musk effect" is only going to get worse until the US elections are over.

[the cronk] 16/4/2024 21:19

I Agree with that, Musk has become a target for the Biden regime.

I have a friend who had around $1 million of stock, I dread to think how much he's lost recently.

Great tech, superb vehicles, but being dragged down by politics.

[simon gordon] 16/4/2024 21:03

cfb,

It's bad business to alienate potential customers. Many on the alt-right don't believe in climate change or want net zero, so are not interested in EVs.

Most folk are too busy to read Twitter. Because his trolling is so outrageous he makes it onto mainstream news platforms and hurts his brand with negative headlines.

That's probably why the brand is becoming polluted and toxic to some potential buyers.

[cfb2] 16/4/2024 20:53

Liberals are upset about Musk acquiring Twitter and care more about their ability to project what they feel is right rather than thinking for themselves.

When I buy a car I look at what it can do rather than what people think of me driving it. I'm driving an old Toyota, which has lived up to it's reputation for excellent reliability, but would switch to a Tesla when they have got FSD working in the UK to level 4. I've had exotic cars in the past and they have been nothing but unreliable and magnets for vandalism.

I expect many people would buy a Tesla if it were the only car capable of level 4 autonomy for the time benefits.

[hosede] 16/4/2024 18:22

I couldn't afford either! - I have a fourteen year old Alfa Giulietta - But then I don't do a lot of miles these days

[cfb2] 16/4/2024 18:00

I agree that the Tesla brand is not for you as you seem to have been swayed by the BMW and Mercedes advertising.

[simon gordon] 16/4/2024 17:49

Cfb,

Also the Tesla's don't look that stylish. Pretty ordinary. Not sleek and luxurious.

[simon gordon] 16/4/2024 17:46

cfb,

An aspirational brand.

When I see a Tesla on the road I think of Musk the troll.

When I see a Merc or BMW I think they've got dosh.