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Auto Forecast Solutions Vice President Sam Fiorani agreed. He said, "Tesla has such a head start on the competition in the EV market that it is unlikely for anyone to pass them anytime soon. The Cult of Tesla will keep buyers attached to the brand for years to come. Even Audi and Mercedes are finding it difficult to tap into the same type of aura. While their market share will decrease, Tesla will keep the leadership position for years to come without a major misstep from within the company."
Wolfie The numbers were higher a lot higher than I thought would be possible with the exigencies surrounding chip shortage and logistical problems. I knew that Tesla were working around the chip shortage by re-programming different chips to fill the gap left by scarcity in micro-controllers and its very plain that other manufacturers either cannot or have not done the same. I am unsure why this is and I don't think all is at it seems. We know that legacy manufacturers are having difficulties producing EVs. very big difficulties producing them at scale and making a profit, a convenient chip shortage is a good scapegoat for cutting production of EVs and making ICE cars which require fewer chips instead and which appear to be selling well and a at a profit. VW the one legacy OEM that has seriously embraced electrification know that Tesla are producing higher performing vehicles a lot quicker and a lot cheaper than they can. If this is true for VW (and they have said it is) then all the others are in really deep trouble and its only going to get worse.
Chump I am a small PI I do not work for anyone I just try to keep the record straight to enable the silent majority who read BB's to get a fair view and expose the FUD for what it is. Now lets have think who might be an a on the payroll the naysayers and FUDsters who continually seek to undermine the Tesla share price by spreading half truths, untruths and downright lies not only because they are short on the stock maybe they are working for legacy auto companies or oil companies or stock market manipulators.
Promote biased views??,,just facts as far as I can see where dogberry is concerned. ''Those with experiance'',I really hope you're not including yourself on that one Chuma as that would be really funny.
We may be amateurs as you say koffee but some here (Dogberry) are clearly on a payroll of some kind to actively promote biased views of Tesla. There is almost no objective view of Tesla in any of the links you keep sharing with us. Everything is just adding fuel to the hype.
Those with experience may understand this type of scenario better whilst those with hopes and dreams tied to Tesla will keep believing that a cartoon sketch looking vehicle they call a cyber truck is the ultimate vehicle to conquer the market. I think the cybertruck is not very tasteful appearance wise. It looks like a cardboard cutout from a breakfast cereal box for kids.
I have a different taste I guess. It may workout who knows?
Dog , Thanks it's an interesting watch. I admire the belief in these guys. There is just no room for doubt, and this is part of why the shareprice is so high
Since nfortunately "certainty" is actually another red flat. In the article i posted the author made some fantastic observations about this. "certainty is the mark of the amateur investor, while the pros deal in probabilities". And that "certainty" permeated the whole of the podcast like when the guy said "and when the cybertruck comes out it will blow everybody away".
Really ! ha ha to 90% of the population it looks like a joke toy car, but there is no doubt whatsoever to this guy it's "blow everybody away"
Eileen, Jep, Chump, Please take a look at https://www.youtube.com/watch?v=zVjd-xnzULg I think there is much food for thought and a lot of takeaways it starts with a VW management meeting held on Thursday. VW is widely thought to be the legacy auto maker with the best chance of surviving vehicle electrification, it is much further along the track than Ford, GM, Stellantis, Toyota, Honda etc. and the presentation indicates that senior VW management are very worried by Tesla. There is other stuff covered which you may or may not find interesting I know Eileen will be thrilled to know the Q3 numbers will be announced 0930 EST.
Dog, just a bit of tongue in cheek there. Although I think at the end of every quarter Tesla have been known to double sell the same car to boost orders. ie they cancel someones long standing order and sell it to someone else , thus booking two sales at quarter end.
No the real disagreements come in the financials where we can see accruals constantly going up , despite the company getting up front payments.
Eileen 'Of course they know them by now, there must be a big debate going on right now about what number to put out this time. They might be thinking about going higher than consensus.' It sounds you you do not agree with the production numbers, seriously how does one go about fiddling production figures? The figures have to correspond with VIN numbers which the authorities use to keep track of all the vehicles made by all manufacturers several fan boys also access this information and analysts too presumably.