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Tesla Talk 2

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Comments

  • Registered Users, Registered Users 2 Posts: 7,826 ✭✭✭maidhc


    No, VAG are selling more EVs than Tesla’s, that’s the point.



  • Moderators, Society & Culture Moderators Posts: 42,157 Mod ✭✭✭✭Gumbo


    He publicaly endorsed Trump in July 2024. But if you specifies to only talk about the after office date then yes, 2025. But then, that should have killed off Q2 sales. As per these forums, the anti Tesla said to wait until Q2 as Q1 doesn’t count because those orders were before the musk issue.



  • Registered Users, Registered Users 2 Posts: 1,325 ✭✭✭September1


    I think Q2 deliveries this year were lower than last year, even though Juniper was available. Q1 sales were also lower. I cannot see sales dropping to zero, as product is competitive.



  • Moderators, Society & Culture Moderators Posts: 42,157 Mod ✭✭✭✭Gumbo


    They will certainly drop. I expected 1500 May’s to sell in Ireland in 2025, but that looks unlikely, but I also expected M3’s to sell less due to the MY.

    Turns out M3’s are outselling MY’s here. That had to be down to cost €37k V €45k.



  • Registered Users, Registered Users 2 Posts: 22,148 ✭✭✭✭Cyrus


    technically left in the half year in question also. Technically.



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  • Registered Users, Registered Users 2 Posts: 22,148 ✭✭✭✭Cyrus


    Thats VW, Audi, Porsche, Skoda and whoever else they own though.



  • Registered Users, Registered Users 2 Posts: 22,148 ✭✭✭✭Cyrus


    Maidhc every time you post a falsehood and are corrected you ignore it and move on to the next battle, you have nothing to add here you are just on the wind up.



  • Registered Users, Registered Users 2 Posts: 3,493 ✭✭✭John arse


    Why would anyone aspire to owning an X3 though???🤔



  • Registered Users, Registered Users 2 Posts: 1,325 ✭✭✭September1


    We are small market and Tesla has for years ignored our need to be fleeced and sold cars without premium - that makes them even more competitive here. Imagine if instead of direct sales we had some local big distributor handling sales.

    I did not not mention anything about it because I'm not sure how is that important? Did he apologize for his actions or showed some other regret? He left saying he wants to focus more on his companies.



  • Moderators, Society & Culture Moderators Posts: 42,157 Mod ✭✭✭✭Gumbo


    It’s the RHD that kills us. There are better deals in Europe to buy these cars and American, but LHD.



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  • Registered Users, Registered Users 2 Posts: 4,647 ✭✭✭sk8board


    the simple reality is that if Tesla was valued on any fundamental level, these debates wouldn’t happen.

    Tesla is a great company, great products, great vision and all the rest - but it’s hopelessly detached from its market valuation, no matter how optimistic you are that every project will be a massive financial success in the (probably distant) future.



  • Registered Users, Registered Users 2 Posts: 4,647 ✭✭✭sk8board


    this weeks Elon Inc podcast from the FT covered that fatal FSD crash where Tesla were finally found liable for innocent pedestrian deaths, and they interviewed the court expert witness which was interesting,

    she stayed in her lane on the tech, but literally said that for as long as Tesla thinks it to use one single sensor (vision) to drive the car, it’s can’t ever get approval under current reg’s - which might explain Musk’s foray into trumps government. She said Musk is acutely aware of the limitations.



  • Registered Users, Registered Users 2 Posts: 60,775 ✭✭✭✭unkel


    The rest of the world disagrees with you. The share price is the consensus of the net present value of all future profits.

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 7,826 ✭✭✭maidhc


    But it might be wrong, and that’s the interesting thing. That’s why I am (a bit) obsessed with Tesla. The stock market is regularly wrong, as you know, and often corrects a small bit, and more times a big bit.

    i think the mood music for Tesla and its valuation is not positive.


    (I’m not joining Cyrus and gumbo in the rabbit hole, I could make personal attacks too and be offended if someone said something about a bland family car I use as a tool as well, but seriously…)



  • Registered Users, Registered Users 2 Posts: 22,148 ✭✭✭✭Cyrus


    you made personal attacks already maidhc why stop now? and no one is offended by your opinion on how bland their car is its just hard to take you seriously when you drive around in a rav4 and a camry and thing owning an old w211 e class makes a car enthusiast, on that basis so is my FIL. My etron was a bland baby wagon too apparently even though you had the model wrong, i think its not the cars you have an issue with you are just on the wind up.



  • Registered Users, Registered Users 2 Posts: 7,826 ✭✭✭maidhc


    And you went from a Mercedes to an Audi to a Tesla… next is a Dacia I assume! I assume the watch is gone from an iwc to a Casio! 😆

    I never had a w211. I had a few w201s and a w203 alright, but that’s my extent of Mercedes ownership.



  • Registered Users, Registered Users 2 Posts: 60,775 ✭✭✭✭unkel


    Of course it might be wrong, nobody can predict the future. But the consensus is the current market value of TSLA is exactly right. Or any other share for that matter 😂

    People coming up with but, but, but the P/E ratio is far too high or the sales or margins are up or down, have no idea what way a stock market works. Particularly when it comes to shares in companies that are or might be disruptive.

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Moderators, Society & Culture Moderators Posts: 42,157 Mod ✭✭✭✭Gumbo


    More proof that you’re an arsehole that can’t be taken seriously.



  • Registered Users, Registered Users 2 Posts: 22,148 ✭✭✭✭Cyrus


    the watch? i have lots of watches maidhc but no casios ;) im surprised you know what an IWC is but i digress. Look forward to you breaking the econobox habit and buying the fancy GLC or X3 you are eyeing up and giving us the low down.



  • Registered Users, Registered Users 2 Posts: 60,775 ✭✭✭✭unkel


    image.png

    Tempted to realise another very quick very sweet profit

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



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  • Registered Users, Registered Users 2 Posts: 4,647 ✭✭✭sk8board


    Slight correction, but an important one - the shareholders of tsla disagree with me.

    And that’s absolutely fine.



  • Registered Users, Registered Users 2 Posts: 60,775 ✭✭✭✭unkel


    Nope not just the shareholders. Also the people considering to become shareholders (potentially the whole world) and even negative shareholders (shorts). All their opinions are in the share price

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2, Paid Member Posts: 5,900 ✭✭✭...Ghost...


    If you're going to post financial charts, at least post the whole thing. This is not VW EV deliveries, it's VW GROUP EV deliveries. This is what you should have posted.

    image.png

    So, it's not just any BEV with a VW badge. The VW group has a few more badges to consider. This is not even the full list. Consider the Cupra is a SEAT. They all come under the groups financials for deliveries, even if they operate as separate entities.

    image.png

    You said VW, not VAG. Are there any other goal posts you would like to move?

    Stay Free



  • Registered Users, Registered Users 2, Paid Member Posts: 34,906 ✭✭✭✭listermint


    Tesla SP is running on vibes and expectation. Anyone arguing they are based on numbers or anything of the sort is being unserious.



  • Registered Users, Registered Users 2 Posts: 60,775 ✭✭✭✭unkel


    That's the German in the Model S with free supercharging for life. That was 3 months ago, it looks like he will hit 2.5 million km soon. Granted he has had 2-3 batteries and numerous motors (all replaced under warranty afaik). The early motors were problematic and the batteries were fine, but let in water over time

    image.png

    I think only a couple of cars have ever reached that and they were old skool tech with ridiculously regular maintenance like monthly oil services.

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 7,826 ✭✭✭maidhc


    does it matter? Even though vws value is in the doldrums it has the brands to leverage; the cars are still vws. It can sell almost the same car as a skoda, ad an skoda as an Audi as a Porsche. It can aggressively cut the price of a cupra and not cross contaminate Bugatti... something Tesla can only dream of.



  • Registered Users, Registered Users 2, Paid Member Posts: 19,776 ✭✭✭✭ELM327


    I've said that many times here, absolute nonsense of a share price, investing in Tesla is no better than putting it all on black in vegas at this point. It bears no relevance to the fundamentals at all



  • Registered Users, Registered Users 2 Posts: 15,101 ✭✭✭✭Red Silurian


    You could also spend it on booze and be guaranteed a good time rather than gambling it any maybe having a good time

    I do believe that at some point in the future the TSLA share price will crash. When, I don't know, but it's simply not sustainable for any company to have shares climb as much as TSLA does and not actually have anything much to show for it



  • Registered Users, Registered Users 2 Posts: 1,116 ✭✭✭Mr Q


    It had 14 motors by the time it hit 2m km if we're talking about the same car. That's only about 143k each, almost any ICE engine would go past that without issue.



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  • Registered Users, Registered Users 2 Posts: 60,775 ✭✭✭✭unkel


    Without maintenance, no oil services? 😉

    Current motor is in it 800k km afaik. As I said, the early motors in the Tesla Model S had issues. Long sorted since, all the facelift Model S (from 2016) and all Model 3 and Model Y have motors that pretty much last the lifetime of the car with zero maintenance

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



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