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Tesla shares dive after Consumer Reports yanks recommendation for Model S

latimes.com

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Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#61

Earlier quoted context omitted.

Right. So when tesla appears to stumble on this path, that is going to impact the share price more severely than it would a company whose value is more inline with its peers.

But Tesla hasn't stumbled on this path, its stumbled on its vehicles. The vehicles have simply been a method to bootstrap their Supercharger network and Gigafactory, which are both on schedule. Arguably, once enough vehicle manufacturers were producing electric cars, Tesla could close up their vehicle manufacturing business if they were so inclined (and exist solely to provide battery packs).

So their success in these new markets is a foregone conclusion at this point and stumbling in their most significant product doesn't affect it?

Ok. I don't buy that but it's a perfectly reasonable assertion. Buy the dips if you believe that.

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#62
post #24

Earlier quoted context omitted.

Tesla's PE in 2016 is forecasted over 130. For comparison bmw is under 10. Tesla is priced for perfection.

I think Tesla is less priced for perfection and more priced for the future. Investors expect Tesla to eventually surpass companies like BMW, across the board for each model. By betting on Tesla, they're betting on Tesla being the dominating player in electric vehicles as well as electric vehicles dominating ICE vehicles in passenger categories. I also think the price includes things like their rapidly improving batte…

How rational is it to bet on Tesla continuing to dominate the electric car market once the electric car market becomes mainstream? There are much, much bigger players waiting on the sidelines for market conditions to change.

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#63

Earlier quoted context omitted.

But Tesla hasn't stumbled on this path, its stumbled on its vehicles. The vehicles have simply been a method to bootstrap their Supercharger network and Gigafactory, which are both on schedule. Arguably, once enough vehicle manufacturers were producing electric cars, Tesla could close up their vehicle manufacturing business if they were so inclined (and exist solely to provide battery packs).

So their success in these new markets is a foregone conclusion at this point and stumbling in their most significant product doesn't affect it? Ok. I don't buy that but it's a perfectly reasonable assertion. Buy the dips if you believe that.

> Buy the dips if you believe that.

I do!

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#64
post #42

Earlier quoted context omitted.

I wouldn't take the owner satisfaction ratings too seriously, people who buy Tesla cars are mostly rich enthusiasts of new technologies and will quietly deal with a lot of issues before starting to criticize the car. If someone doesn't care about the electric engine, there's really no reason to buy a Tesla - for the same price you can get a much more luxurious german car with proven technology. It's similar to people…

From watching a few friends own Teslas, it seems that they offer a superior repair and maintenance experience to many German car dealers, which helps with owner satisfaction in the face of reliability issues. It certainly doesn't bode well for Tesla's attempt to move to high-volume, lower-margin production, though.

Tesla has no other choice than to offer the best customer experience - otherwise they wouldn't stand a chance on the market as a new player. The question is how long will they keep it up?

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#65

As Consumer Reports suggests, this is totally understandable. Straight from CR: > The Tesla wasn’t the only high-performance vehicle that fell below average in reliability. Others include the BMW X5 and 5 Series, and the Chevrolet Corvette. > When automakers roll out new technology, be it infotainment, transmissions, or engine variations, it often has a deleterious effect on vehicle reliability. Tesla is not only the…

I wouldn't take the owner satisfaction ratings too seriously, people who buy Tesla cars are mostly rich enthusiasts of new technologies and will quietly deal with a lot of issues before starting to criticize the car. If someone doesn't care about the electric engine, there's really no reason to buy a Tesla - for the same price you can get a much more luxurious german car with proven technology. It's similar to people…

I don't know about all the other technology but the electric motor(s) should be much more reliable then the conventional combustion drivetrain

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#66

I wonder how many CR editors shorter Tesla stock before this was published. It wouldn't even be considered insider trading. I don't really put much stock in CR, unfortunately, the markets did -- quite unfairly actually since most folks buying Teslas aren't doing comparison shopping using CR.

It absolutely would be considered insider trading, as this report before its publication clearly falls under the definition of Material Non-Public Information, ie. any information that could reasonably be expected to affect the price of a security, and that hasn't been published yet.

You need a 'duty of trust' to a company to be an insider for IT purposes. There is 0 way a CR writer would have that.

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#67
post #52
post #11

Seeing as how the battery system is primarily what makes electric cars expensive, I really wish automakers would start delivering plugin hybrids that have, say 75 - 100 mile range on battery (to keep cost down), along with a very low horsepower gas engine. (Most plugin hybrids give you about 20 - 30 miles on battery). The way it would work: the battery would drive the front wheels, and you would use the battery for m…

Your suggested configuration has very big downsides. Basically, your config would be an electric car which carries around a complete internal combustion engine, gas tank, and exhaust system just in case it runs out of battery. For simple commutes and around town, you'd be better off jettisoning the weight and cost and getting a slightly bigger battery. The hybrid car as originally conceived is genius: Small and effic…

That's why I mentioned a low HP engine, that would be just enough to maintain highway speed, to keep the weight small. Gas tank could be small, maybe 5 - 8 gallons.

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#68
post #52
post #11

Seeing as how the battery system is primarily what makes electric cars expensive, I really wish automakers would start delivering plugin hybrids that have, say 75 - 100 mile range on battery (to keep cost down), along with a very low horsepower gas engine. (Most plugin hybrids give you about 20 - 30 miles on battery). The way it would work: the battery would drive the front wheels, and you would use the battery for m…

Your suggested configuration has very big downsides. Basically, your config would be an electric car which carries around a complete internal combustion engine, gas tank, and exhaust system just in case it runs out of battery. For simple commutes and around town, you'd be better off jettisoning the weight and cost and getting a slightly bigger battery. The hybrid car as originally conceived is genius: Small and effic…

Do you have an opinion on the Jaguar C-X75 concept?

http://www.theengineer.co.uk/in-depth/analysis/jet-power-bla...

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#69
post #48

I had a conversation with a (recently-departed) Tesla mechanic the other day (who has had experience working with every other type of car), and he said, "I knew every Tesla owner in the tri-state area on a first-name basis. Everything breaks." He did say that it's getting better with the newer models.

Everything breaks on other cars, too. I am not really sure what you're getting at with this comment. A mechanic sees nothing but broken cars.

Re: Tesla shares dive after Consumer Reports yanks recommendation for Model S

#70
I still think we should give Tesla the benefit of the doubt. This article feels like a hit piece, again. At the very least, it's a media organization gleefully taking a hit at an innovative company. I support Tesla less because it has great cars, but because it's really trying to build a better car.
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