Tesla Talk 2

Aren't they Norway's best selling EV in 2025 ? Could the drop be linked to timing of shipments landing or has demand collapsed overnight in that market ...

Reuters have a slightly different take

https://www.reuters.com/sustainability/sustainable-finance-reporting/tesla-registrations-europe-show-little-recovery-january-2026-02-02/

If you were following EV news you would know that the tax breaks in Norway ended so there was a last rush. Same happened in Turkey too. German and French and Italian tax breaks are for low earners. DACH markets are controlled by VAG, MB and BMW.

There is no profit in China due to competition and Elon helped elect an anti-EV President who has rolled back nearly all emissions rules on UCe cars and removed funding for EVs. There is no safe haven for Tesla any more.

Would you be one of the smart and ballsy guys who got property prices discussion banned on AAM.

No I just don't engage in wishing for recessions because a drop in property prices might suit me,a bit like buying individual stocks as an individual I think trying to time the property market is a mugs game, I've been right on that at least !

I generally let the idiots get themselves banned in the property threads they lose the run of themselves eventually.

There has to be a recognition of the fact that some people are talking about $TSLA but some of us are talking about Tesla: The Consumer Car Company (this is the Motors forum after all, not an investing one)

I don't have any predictions for what happens to $TSLA (beyond a vague sense that their robotics and automation plans are overhyped and often vapourware) but I think you'd have to be rather brave to predict that Tesla will still be making cars to sell to consumers in 2030.

In 4 years time? Id say it's more likely than not and not sure why you are directing this post at me, I'm not the Warren buffet wanna be !

Will both the 3 and y have had extensive mid life revisions so yes you'd imagine in 4 years time they should be replaced.

You as retail investors won't end up holding the bag if you don't buy spaceX but remember that Tesla sent 2bn to xAI just last week for questionable benefit. That is 2bn they supposedly need for FSD and robots and to overhaul an aging offering of vehicles.

my comment on the property threads was more related to the impending explosion of the share price / property prices it wasnt specific to Teslas consumer car business, as you and others have pointed out they don't see themselves as (just) a car manufacturer any more that's pretty clear.

Regardless I'm not that bothered either way, i don't have a direct personal financial interest in the current or future share price of Tesla, I'm not unduly exposed on the future value of the Y we have either. I expect if they do get out of the consumer vehicle space it will be because they think they have cracked FSD and they can sell driverless cars, we will see on that front!

I am busy analyzing the delta between their sales in Ireland and the competitors who manage to get cars to their customers on 2nd JanuarY. VAG sales were strong with what some might argue is inferior product. How does that come to pass

That is the nub of it. BMW working 3 shifts to get cars built for a car not yet gone on sale while Tesla deliver when they feel like it so long as it can be recorded for that financial quarter. Toyota and Volkswagen got their EVs delivered and are near the top of the sales list.

Huh? I'm beginning to think you are pointing out stuff to use merely as a stick with which to beat Tesla, and your interest in deliveries and other manufacturers process logistics is completely incidental - as long as it supports the narrative that "Tesla be bad".

It has narrowed your previous account down to 2 candidates however.

time to put you on ignore now or maybe wait until the inevitable melt down and subsequent (re) banning…