apvbguy
Well-known member
well said, the poster is just one of those who think life is a zero sum game.Zythryn said:Interesting.
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well said, the poster is just one of those who think life is a zero sum game.Zythryn said:Interesting.
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from what I've heard is that the pros use Ebay as advertising, almost all the deals are consummated off ebay.EdmondLeaf said:Rebel44 said:Quite a few owners want to upgrade to P85D, so they are selling their cars.EdmondLeaf said:Wonder why Model S sellers like listing cars on ebay: Model S 73 cars for sale, Leaf 54 cars for sale?
I do not believe that ebay is a good forum to sell cars, with just few real transaction and lot of cars re-listed after sale.
that's hysterical, referring to a 4600 lb car as purse sized dog.mwalsh said:Except many are not buying them for altruistic reasons, which is really neither here nor there I suppose. Many are buying because the Model S is the motoring equivalent of a purse-sized dog.
No, no, he's got it all wrong. You buy the car so that you can buy the matching ridiculously-expensive tote to put the tote (purse) -sized dog in: http://insideevs.com/tesla-design-collection-includes-driving-gloves-totes-bags-ipadiphone-gear/" onclick="window.open(this.href);return false;apvbguy said:that's hysterical, referring to a 4600 lb car as purse sized dog.mwalsh said:Except many are not buying them for altruistic reasons, which is really neither here nor there I suppose. Many are buying because the Model S is the motoring equivalent of a purse-sized dog.
your jealousy is showing
http://dailykanban.com/2014/12/musks-pants-fire-september-record-high-definitely-not-terms-model-s-sales/" onclick="window.open(this.href);return false;Musk’s pants on fire: September was a record high? Definitely not in terms of Model S sales
December 8, 2014 By Bertel Schmitt
...On October 27, 2014, the Wall Street Journal wrote that sales of Tesla’s Model S are “declining in its home market.” The Journal said that “through September, Tesla sold 10,335 Model S sedans in its home market, down 26% compared with the same period in 2013.” At Tesla, Musk disagreed.
In the rest of the auto business, an errant writer would have been ignored, for fear a reaction could create more waves. Or the reporter would get a phone call to set matters straight (I get those all the time.) Tesla is not like the rest of the auto business, therefore, the Wall Street Journal got an angry tweet from Elon Musk himself:
...Musk said that “September was a record high WW and up 65% year-over-year in North America.” He said September, not the 9 months through September. Easy for him to claim, because Tesla does not release monthly numbers – and who’s got the data to disprove him?
Shockingly, those data are readily available. From Ward’s, where the WSJ got them. Or from JATO, where the Daily Kanban found what everyone should be looking for. Send them a check, they send you the data. Speaking of which, let’s do a sanity check. The Journal’s data, sourced from respectable Ward’s, did show 10,335 Model S sold through September. JATO shows 10,068 Model S registrations in North America for the same period. This indicates that the data are independently sourced, and that they are coming to a very similar results. With a 40 year professional background in car counting, I have high confidence both in JATO.
...Now on to matters that deserve less confidence, let’s look at Musk’s claims of record highs worldwide in
Sorry, JATO’s data don’t agree with Musk. JATO shows that worldwide, registrations peaked in March 2014, and that they were down ever since. JATO shows September registrations of about half of the March peak. Tesla’s worldwide trend has been down for most of the year.
(Looking at the chart, one can’t help but notice a strange tendency among new Tesla owners to register their vehicle in the last month of the quarter, whereupon registrations crash in the following month. Just a thought.)
...what we know is this:
Musk’s claims of record sales in September cannot be independently confirmed.
Tesla registrations have peaked globally in the first quarter of 2014
As of September, more than 4,000 cars were reported as sold, but not as registered.
About half of the missing cars supposedly are in China, no idea where. Where the other half is, nobody seems to knows either...
According to anecdotal reports on TMC, Tesla stores were delivering a flood of cars at the very end of September, just before the end of the quarter. So it's reasonable to expect that a great many of those cars were registered the following month. Probably not 4000 cars, though.edatoakrun said:As of September, more than 4,000 cars were reported as sold, but not as registered.
As you have discovered, TSLA is a speculation, not an investment with any reasonable valuation based on fundamentals. It is similar to many internet stocks in 1999. Not exactly "tulip mania" in 1637, because Tesla might well grow into its lofty valuation over the next decade, but wildly speculative nonetheless.donald said:I was looking at TSLA as an investment opportunity.
I don't get it.
It has market capitalisation of $26bn, but assets of only $1bn.
Plus its borrowing to equity is over x2.
A good plan for the future, new product line-up and market position mitigates the b/e ratio and maybe doubles the virtual assets, but with 125 million shares issued, surely they should be around the $15 mark, not $200 current?
What am I missing? Is it just an over-inflated investment bubble? Not that you can't make money out of a bubble, but it's not a long term investment at that price, surely?
donald said:I was looking at TSLA as an investment opportunity.
I don't get it.
It has market capitalisation of $26bn, but assets of only $1bn.
Plus its borrowing to equity is over x2.
A good plan for the future, new product line-up and market position mitigates the b/e ratio and maybe doubles the virtual assets, but with 125 million shares issued, surely they should be around the $15 mark, not $200 current?
What am I missing? Is it just an over-inflated investment bubble? Not that you can't make money out of a bubble, but it's not a long term investment at that price, surely?
apvbguy said:it would be better if TSLA discussions were split off from the the TESLA car thread
http://insideevs.com/tesla-chief-information-officer-model-3-price-target-30000-40000/
what exactly makes you think that they are kidding? a market of over a billion people is a market most manufacturers would want to participate inmkjayakumar said:http://insideevs.com/tesla-chief-information-officer-model-3-price-target-30000-40000/
The last sentence on that articles says, "Tesla would sure like to capture a significant portion of India’s now-growing plug-in vehicle market".
Really? Growing plug-in market in India. Are they kidding ?
http://nextbigfuture.com/2015/01/roadster-30-upgrade-shows-tesla-will.html" onclick="window.open(this.href);return false;Tesla recently provided upgrades for 2400 Roadsters sold from 2008 to 2012 with a boost in range to over 400 miles Tesla is is probably the only Technology company to retrofit an older generation product with the latest technology...
Tesla Model S will have 500+ mile range probably by 2017 – 2018; and all the existing Model S, could be retrofitted with the new Battery Packs, when available...
OP is questioning whether the plugin market is really "growing".apvbguy said:what exactly makes you think that they are kidding? a market of over a billion people is a market most manufacturers would want to participate in
I think he wrote a fair article that is not tainted by a long or short position on TSLAdgpcolorado said:A Motley Fool tech analyst gives his perspective about living with a Model S here in Colorado snow country: 4 Things I Learned Driving a Tesla for 10,000 Miles
While he seems to think the stock is at a "pricey valuation" the EV newcomer seems pretty pleased with his Tesla driving experience.
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