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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Mon Apr 09, 2018 7:58 pm 
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I don't think Tesla's investors are that bothered by losing money, except where that loss brings awkward questions. They own Tesla because it represents a positive bet on the future of humanity.

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Mon Apr 09, 2018 7:59 pm 
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Those short positions can go very wrong.

Eg:
2016
Herbalife

Result....
2018
Bill Ackman's hedge fund empire crumbles in less than 3 years from public wrong-way bets on Herbalife, Chipotle


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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Mon Apr 09, 2018 8:23 pm 
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Eschatologist wrote:
I don't think Tesla's investors are that bothered by losing money, except where that loss brings awkward questions. They own Tesla because it represents a positive bet on the future of humanity.

Good for them. I'll remember to thank them when they get wiped out. I consider my investment in oil and gas to be a more positive bet on the future of humanity. It'll keep the lights on while we figure out something better. Let's hope the Cult of Elon doesn't make things actually go backward.

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Mon Apr 09, 2018 9:09 pm 
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ps200306 wrote:
Eschatologist wrote:
I don't think Tesla's investors are that bothered by losing money, except where that loss brings awkward questions. They own Tesla because it represents a positive bet on the future of humanity.

Good for them. I'll remember to thank them when they get wiped out. I consider my investment in oil and gas to be a more positive bet on the future of humanity. It'll keep the lights on while we figure out something better. Let's hope the Cult of Elon doesn't make things actually go backward.

Indeed. Opinions differ!

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Tue Apr 10, 2018 9:34 am 
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werpen wrote:
Its getting nowhere on the european market, probably because it cant make or deliver rather than a lack of demand
https://cleantechnica.com/2018/04/09/ne ... es-report/


U wot m8?

Quote:
According to market researchers JATO Dynamics (via Auto News Europe), Tesla’s Model S in Europe jumped 30 percent to 16,132 units in 2017.

The firm compares the vehicle to the Mercedes S class, which saw its sales grow 3 percent to 13,359 units, and the BMW 7 series had sales of 11,735 units – down 13 percent.

To be fair, that’s accounting for the entire European market. In their very own home market of Germany, premium German automakers are still beating Tesla in sales.

2017 was also the first full year of sales for Tesla Model X in Europe and it has also made some great strides in its own segment.

According to JATO, Model X sales in Europe last year were 12,000 units, which is about the same as its gas-powered competitor the Porsche Cayenne and about 2,000 more than the BMW X6.

As usual, Norway has been the biggest contributor to Tesla’s success in Europe last year. Electric cars reached a new record high of 52% market share in Norway in 2017 thanks in part to Tesla’s record deliveries and the introduction of a few new models.


https://electrek.co/2018/02/20/tesla-do ... rman-cars/

The Model 3 is not available for deliveries in Europe at all yet, so Tesla do not compete in that market.

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Fri Apr 13, 2018 5:09 pm 
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Musk and The Economist having a Twitter dust-up

Image

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Fri Apr 13, 2018 8:42 pm 
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Mantissa wrote:
Musk and The Economist having a Twitter dust-up

Why's he getting all defensive when "Tesla's investors aren't that bothered by losing money"? :wink:

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Sat Apr 14, 2018 10:39 am 
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ps200306 wrote:
Sommerville over in the Indo reckons Tesla is horlicksed. Hard to imagine a more negative article:

https://www.independent.ie/business/wor ... 84625.html

Quote:
This company is a poster child for the negative implications of quantitative easing and the malinvestment that it encourages. Tesla only exists because of the generosity of strangers to lend it money.

With interest rates around the world rising it is only a matter of time before that generosity evaporates.

The company's current corporate bonds are already showing signs of strain.


somerville tweeted the musk response to the economist yesterday.

Musk takes to sleeping on the factory floor to boost employee morale, when all the employees are robots.

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Sat Apr 14, 2018 11:57 am 
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Maybe if he spent less time tweeting B.S. and splitting his time between two companies he wouldn't have to sleep there. He is full of it. Talking like he is the only person alive who threw themselves into long hours. A pure marketing gimmick.

http://www.forbes.com/sites/jimcollins/ ... 094f381a06

What In The World Is Tesla Doing? Bizarre Manufacturing Processes Produce Massive Cash Burn

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Sun Apr 15, 2018 1:37 am 
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Tesla CEO Elon Musk offers rare look inside Model 3 factory


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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Sun Apr 15, 2018 12:06 pm 
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ixus wrote:
Maybe if he spent less time tweeting B.S. and splitting his time between two companies he wouldn't have to sleep there. He is full of it. Talking like he is the only person alive who threw themselves into long hours. A pure marketing gimmick.

http://www.forbes.com/sites/jimcollins/ ... 094f381a06

What In The World Is Tesla Doing? Bizarre Manufacturing Processes Produce Massive Cash Burn


Given Jim Collins’s recent prediction history with Tesla, that’s a strong Buy signal :-)

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Sun Apr 15, 2018 1:21 pm 
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Tesla battery degradation at less than 10% after over 160,000 miles, according to latest data
https://electrek.co/2018/04/14/tesla-ba ... tion-data/

Quote:
The trend line currently suggests that the average battery pack could cycle through over 300,000 km (186,000) before coming close to 90% capacity.


Quote:
Battery degradation is often a big concern for new electric vehicle buyers. To a certain degree, the Nissan Leaf might be to blame since it had a lot of issues in that regard, which is why Nissan has a much more comprehensive battery capacity warranty now.


IMHO this is an import metric that will decides which electric car companies do well in the future.

VW chooses battery supplier
https://www.breakingnews.ie/business/vw-chooses-battery-supplier-832390.html
Quote:
LG Chem, Samsung and Chinese battery maker Contemporary Amperex Technology (CATL) will deliver batteries to VW, which has no plans to start producing powerpacks by itself, said Mr Mueller.


If they get the battery management/cooling wrong......could be very bad for VW,


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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Sun Apr 15, 2018 2:11 pm 
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snaps wrote:
Tesla battery degradation at less than 10% after over 160,000 miles, according to latest data
https://electrek.co/2018/04/14/tesla-ba ... tion-data/

Quote:
The trend line currently suggests that the average battery pack could cycle through over 300,000 km (186,000) before coming close to 90% capacity.


Quote:
Battery degradation is often a big concern for new electric vehicle buyers. To a certain degree, the Nissan Leaf might be to blame since it had a lot of issues in that regard, which is why Nissan has a much more comprehensive battery capacity warranty now.


IMHO this is an import metric that will decides which electric car companies do well in the future.

Also great news for the buyers of the powerwall units, it gives confidence that they should have a relatively long service life.

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Mon Apr 16, 2018 11:32 am 
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It's consistent with what I would expect from Tesla. Their technology and manufacturing is very good. Musk just constantly gives optimistic forecasts. Wall St punishes him for this mercilessly (and possible they're right to, too). That's one of the reasons he never took SpaceX public.

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 Post subject: Re: Tesla - Pimping Elon's Ride?
PostPosted: Mon Apr 16, 2018 11:47 am 
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Mantissa wrote:
werpen wrote:
Its getting nowhere on the european market, probably because it cant make or deliver rather than a lack of demand
https://cleantechnica.com/2018/04/09/ne ... es-report/


U wot m8?

Quote:
According to market researchers JATO Dynamics (via Auto News Europe), Tesla’s Model S in Europe jumped 30 percent to 16,132 units in 2017.

The firm compares the vehicle to the Mercedes S class, which saw its sales grow 3 percent to 13,359 units, and the BMW 7 series had sales of 11,735 units – down 13 percent.

To be fair, that’s accounting for the entire European market. In their very own home market of Germany, premium German automakers are still beating Tesla in sales.

2017 was also the first full year of sales for Tesla Model X in Europe and it has also made some great strides in its own segment.

According to JATO, Model X sales in Europe last year were 12,000 units, which is about the same as its gas-powered competitor the Porsche Cayenne and about 2,000 more than the BMW X6.

As usual, Norway has been the biggest contributor to Tesla’s success in Europe last year. Electric cars reached a new record high of 52% market share in Norway in 2017 thanks in part to Tesla’s record deliveries and the introduction of a few new models.


https://electrek.co/2018/02/20/tesla-do ... rman-cars/

The Model 3 is not available for deliveries in Europe at all yet, so Tesla do not compete in that market.


Rely on old data if you like
Quote:
Tesla Q1 Sales Down In Western Europe, Model S & X Down Globally


https://insideevs.com/tesla-q1-sales-do ... rn-europe/

Apparently tesla cant deliver to norway to some unsafe trucks

The march figures for Norway suggests Tesla comprised 26% of the EV market
https://www.electrive.com/2018/04/09/no ... -in-march/

So, like i said M8, its either they cant make/ deliver rather than a lack of demand

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