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Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

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Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#211

Post by dudefeliciano »

paxys wrote: post #125
shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

Tesla is the world’s largest meme stock. People stopped applying rational pricing models, and rationality in general, to it a lot time ago.

yup, remember when musk was pushing doge coin? not much difference

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#212

Post by cyberax »

AnthonyMouse wrote: post #199
cyberax wrote: post #167

Earlier quoted context omitted.

Battery is not the issue. NMC li-ion batteries have fallen down to $100 per kWh on the _pack_ level (not cell). And LFPs are around $80. CyberTruck battery is around 130kWh, so that's just $13k for the more pricey NMC chemistry. This is what makes the Ford fumble with the electric F-150 so comical. Out of curiosity, I wanted to see if there are any Chinese brands selling batteries of this capacity. And there are plen…

> NMC li-ion batteries have fallen down to $100 per kWh on the _pack_ level (not cell). When the Cybertruck was released in 2023 it was $139, making it more like $18k. And that's just the battery , you still need to make the rest of the truck and pay all your other overhead before you get to the MSRP. The problem is you can't sell a boring $40k truck for $60k, so instead they tried to make an "interesting" truck for…

> When the Cybertruck was released in 2023 it was $139, making it more like $18k. And that's just the battery, you still need to make the rest of the truck and pay all your other overhead before you get to the MSRP.

But the rest of the car is not actually that pricey. Motors and power electrics are now reasonably priced, especially if you're making an actual working truck that doesn't need to do 60 mph in 3 seconds. The frame and body are cheap. So a decent $40k truck is definitely possible now.

> They'll figure it out when the demand shifts. It doesn't take that long to reconfigure factories, they do it every time they come out with a new model anyway.

Nah. I figure that the US automakers instead decided to wall off the competition for as long as possible to wring out every last drop of profit. And then just dump the rotting husks (maybe to Chinese buyers). Perhaps with a bailout or five from the government.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#213

Post by jqpabc123 »

shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

Long story short --- it's a cult --- there is no logical way to explain it.

Musk is the leader selling his own brand of fantasy that he makes up as he goes along. A lot (if not most) of what he says never comes to pass but people still cling to every prognostication as if it is gospel.

For over two decades, he was all about taking over the auto business with full self driving EVs. Obviously never happened. So now he is off to take over ride sharing and robots and AI and whatever else comes down the pike tomorrow.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#214

Post by thefounder »

maxdo wrote: post #205
thefounder wrote: post #204

Earlier quoted context omitted.

Giving people more ways to shut themselves in the foot does not improve the safety. I find the entire thing a kind of dark pattern as the system along with misleading marketing makes you lax over time just to catch you off guard. You get used with the system to work correctly and then when you expect less it does the unthinkable and the whole world blames you for not supervising a beta software product on the road on…

they have very good guardrails to prevent you that, unlike autolane etc. Teslas has sensors , eye trackers etc is it possible to shoot yourself in the leg, sure. But not in any different way vs human doing irrational things in the car, make up, arguing , love etc. Human-being is an irrational create that should not drive except for fun in isolated environment. Tesla or Waymo or anyone else.... It is good to remove hu…

>> It is good to remove human from the road, the faster the better.

I’m all for this but not to replace dumb people with dumb software. I think the FSD should be treated more like the airplane safety. We have the opportunity to do this right not just what’s the cheapest way we can get away with it.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#215

Post by jqpabc123 »

geertj wrote: post #163
tsimionescu wrote: post #143

Earlier quoted context omitted.

You need only look at Tesla's attempts to compete with Waymo to see that you are just wrong. They tried to actually deploy fully autonomous Teslas, and it doesn't really work, it requires a human supervisor per car.

Tesla have recently started introducing unsupervised cars cars as well.

Yes, they moved the "safety driver" into a chase car.

And the results speak for themselves.

https://www.gurufocus.com/news/8623960/tesla-tsla-robotaxi-c...

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#216

Post by ihagen »

linkjuice4all wrote: post #89
gradus_ad wrote: post #80

Earlier quoted context omitted.

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

It's especially strange considering the amount of work that Tesla (the company) put into becoming a car manufacturer which is certainly no easy feat. I'm sure some of the know-how, process, and tooling/supply lines could be transitioned to general purpose robot manufacturing - but why would you build these supply lines and factories just to screw it all up like this?

The world has changed. Cars belong to a consumerism-driven, globalized economy. Humanoid robots and AI belong to a technofeudal, fascist-like state with a government-driven economy. The ruler relies on his elite. The elite relies on AI, humanoid robots, and drones to project the ruler’s power and maintain the status quo. The peasants are no longer needed. They are now seen only as a burden.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#217

Post by Dah00n »

Neil44 wrote: post #178
pseingatl wrote: post #2

BYD is a formidable competitor and a great product for less.

It's strange to me that some Americans will cheer on Chinese companies over Tesla, even overlooking those companies questionable labour practices. (I don't know if you're American)

Why? Tesla has huge quality problems (ranked by far the worst used cars in several countries incl. in Germany), an awful CEO, etc. BYD are better quality and cheaper which is insane.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#218

Post by Dah00n »

DoesntMatter22 wrote: post #117
pseingatl wrote: post #2

BYD is a formidable competitor and a great product for less.

A lot of it is subsidized by the Chinese government and also, BYD's sales in January were down 33%

>subsidized

So, like Tesla. Why is it that when it is a Chinese company it is basically Evil Communism, but when it is in the US it is fine?

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#219

Post by citrin_ru »

asa400 wrote: post #48
citrin_ru wrote: post #12

Given less than stellar sales how come TSLA stock is not far below all times high and 15% higher than a year ago? Investors still expect some miracle?

It's a cult. Really. This is a stock devoid of any connection to reality, fundamentals, products, anything. All that matters is that Musk is on the nameplate. Do not bet against the ability of people in a cult to remain irrational in the face of overwhelming evidence. Do not touch the cult.

If it's a cult why BlackRock is heavily invested in TSLA? Should not be they more rational (e. g. look at P/E ratio and other financial stats).

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#220

Post by bjourne »

hcnews wrote: post #149
shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

At some point you have to wonder if there's some manipulation going on? Do 100s of bots buy and sell these stocks at specific times to keep the price up? Maybe there's an institutional investor or few who secretly back Elon and are part of a scheme? A bit speculative reply but would appreciate if anybody links any such analysis'/investigations. From my limited knowledge, I know people have been shorting Tesla based o…

The billionaire class loves their crypto nazis--they won't let Musk fall from grace. Given the Epstein files, the Panama papers, and what we know about the elite networks, you'd have to be a sucker not to believe that the stock market is manipulated to the core.
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