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Old 08-26-2019, 06:58 AM   #1251
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Shonuff, just a puff of smoke or the occasional lucky cobweb
Yeah we know your puff of smoke..

No that’s not the juice. It’s our Tesla loving El NickSter spotted in the Wild urban jungle.

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Old 08-26-2019, 08:23 AM   #1252
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The Solarcity purchase was definitely a bailout. I think the solar business problems are a direct consequence of all the manufacturing problems the Model 3 had. It sucked up so many resources that not enough attention was paid to Solarcity. The question is what will happen after the factory in China gets online. Will Tesla devote resources to getting solar going again? It seems like launching the promised products (including solar roof) should take priority over building a factory in Europe.
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Old 08-26-2019, 09:10 AM   #1253
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Hybrid ? Plug in Hybrid or all electric battery ?
https://moneymaven.io/mishtalk/econo...ntent=featured

Death of the Hybrid Vehicle: GM and Volkswagen Say Goodbye

GM and Volkswagen pulled the plug on hybrid cars. Ford and Toyota didn't.

Only 3% of sales are hybrids. Why bother?

With that hard to fault logic, GM and Volkswagen Pull the Plug on Hybrid Vehicles.

"If I had a dollar more to invest, would I spend it on a hybrid? Or would I spend it on the answer that we all know is going to happen, and get there faster and better than anybody else?" GM President Mark Reuss said in an interview.

GM's view contrasts with other auto-making giants, including Toyota Motor Corp. and Ford Motor Co. which are working on full electrics but also expanding their U.S. hybrid offerings. The differing strategies show a division within the auto industry over what is the best path to full electrification, as manufacturers pivot from their more than century-old reliance on gas-powered vehicles.

Last week, Continental AG, one of the world's biggest car-parts makers, said it would cut investment in conventional engine parts because of a faster-than-expected fall in demand-yet another sign the industry is accelerating the shift to electric vehicles.

Hybrids, which were popularized by Toyota's Prius last decade as a social statement, accounted for about 3% of U.S. sales in 2018, according to research firm LMC Automotive.

Aggressively Chasing the 3% "Social Statement" Crowd

David Filipe, Ford's head of powertrain engineering. "We're going to be aggressively chasing this space of hybrids."

How can aggressively chasing 3% of the market make any sense?

Hybrids never made any sense to begin with.

They appealed to yuppies who wanted to make it appear they were doing something for the environment without really doing a damn thing.

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Old 08-26-2019, 09:22 AM   #1254
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Originally Posted by AVANTI R5 View Post
Yeah we know your puff of smoke..

No that’s not the juice. It’s our Tesla loving El NickSter spotted in the Wild urban jungle.

https://youtu.be/y4rLs_itz_U
Must be before I got my 2nd furnace installed - truck is much faster now and pollutes even more. Teslans accuse me of burning the paint right off of their cars, but turns out self-peeling paint is just one of the features of their garbage golf carts.
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Old 08-26-2019, 09:51 AM   #1255
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and it seems that test cars are running down the Tesla China Gigafactory line.


Last edited by juanmedina; 08-26-2019 at 10:09 AM.
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Old 08-26-2019, 10:37 AM   #1256
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Taycan is the final nail in the coffin for the only profitable Tesla models (which aren't selling regardless).

China pic is of parts produced in Fremont, shipped there for a dog 'n pony show. The first leg of "production" will be to put together pre-fabbed parts shipped from Fremont. The deal structure in China makes it impossible for it to ever succeed. It's so insane I don't even want to make money from it anymore - just file BK and stop taking advantage of idiots.
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Old 08-26-2019, 10:38 AM   #1257
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The Solarcity purchase was definitely a bailout. I think the solar business problems are a direct consequence of all the manufacturing problems the Model 3 had. It sucked up so many resources that not enough attention was paid to Solarcity. The question is what will happen after the factory in China gets online. Will Tesla devote resources to getting solar going again? It seems like launching the promised products (including solar roof) should take priority over building a factory in Europe.
The solar business will die a much delayed death. Tesla needs to focus on model Y, truck, semi, roadster. I doubt he would be able to sell the solar business off as the panels are so far behind the competition in terms of efficiency.
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Old 08-26-2019, 10:44 AM   #1258
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Originally Posted by E. Nick View Post
Taycan is the final nail in the coffin for the only profitable Tesla models (which aren't selling regardless).

China pic is of parts produced in Fremont, shipped there for a dog 'n pony show. The first leg of "production" will be to put together pre-fabbed parts shipped from Fremont. The deal structure in China makes it impossible for it to ever succeed. It's so insane I don't even want to make money from it anymore - just file BK and stop taking advantage of idiots.
Uhh you realize that this strategy will help them avoid tariffs, more much more quickly than trying to fully localize production first? Even before the trade war there were significant tariffs on American built cars in China.
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Old 08-26-2019, 10:56 AM   #1259
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The solar business will die a much delayed death. Tesla needs to focus on model Y, truck, semi, roadster. I doubt he would be able to sell the solar business off as the panels are so far behind the competition in terms of efficiency.
Methinks thou doth give it too much credence. Solar is not nor has it ever been a business. The "coachworks" ceased being a business after the model 3 failure bankrupted them/him.
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Old 08-26-2019, 11:07 AM   #1260
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Uhh you realize that this strategy will help them avoid tariffs, more much more quickly than trying to fully localize production first? Even before the trade war there were significant tariffs on American built cars in China.
Strategy? You mean buying tickets for 5 different lotteries, knowing full well that your survival depends on winning all 7 before end of year? Wait, but we only bought 5 tickets. Darn, maybe we can raise debt on the last 2 citing the expected return of the first 5 we're about to win...

Just go read the China deal - you can't even get past the terms with the Chinese before you realize it is doomed.

Last edited by E. Nick; 08-26-2019 at 11:18 AM. Reason: clarity
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Old 08-26-2019, 11:31 AM   #1261
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I try to stay away from Tesla threads due to the Kool-Aid, but can't resist this one, as it is simply not factual.

No Tesla can even come close to an M5 in the 1/4. 0-40 MPH is the only place the Tesla has a chance. I know because I live in the most highly concentrated Tesla area in the world, and have an M5. Even my X5 is faster than the Tesla from a roll.
This was Nicky five year ago . Everything that he says take it with a grain of salt.
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Old 08-26-2019, 11:43 AM   #1262
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This was Nicky five year ago . Everything that he says take it with a grain of salt.
I don't see your point, other than highlighting your own creepiness. What was incorrect about my post 5 yrs ago? And what have I been wrong about exactly?
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Old 08-26-2019, 11:47 AM   #1263
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I don't see your point, other than highlighting your own creepiness. What was incorrect about my post 5 yrs ago? And what have I been wrong about exactly?

Everything .... We are still waiting for Tesla's bankruptcy that you been predicting for years. I am highlighting how blind and uninformed you are.
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Old 08-26-2019, 12:05 PM   #1264
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https://youtu.be/8I-6_H0haAw

Everything .... We are still waiting for Tesla's bankruptcy that you been predicting for years. I am highlighting how blind and uninformed you are.
You have presented no argument and no facts, just platitudes (and lies - I've never predicted Tesla declaring BK) as always. Conflating a platitude from 5 yrs ago (which I refuted with anecdotal evidence) with a video of a drag race from today, with different cars, somehow invalidates the fact that I absolutely nailed the trade that you dared me to enter?
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Old 08-26-2019, 12:15 PM   #1265
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The hateraid is stronger than the koolaid. Stay away from the aids kids.
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Old 08-26-2019, 12:49 PM   #1266
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I've never predicted Tesla declaring BK
https://forums.nasioc.com/forums/sho...postcount=1135

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So ridiculous - it should be under bankruptcy protection right now, writing off debt, selling assets, and restructuring as a niche automaker.
To be clear, I don't disagree with you - this post is to show you did say it.

--kC
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Old 08-26-2019, 01:14 PM   #1267
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They are bankrupt and should have filed and restructured long ago. That is very different than predicting they would file BK, which I have never done. The lack of specificity changes the assertion and makes the entire argument either disingenuous or nonsensical. It is the same as knowing they are worthless vs shorting the company. I never shorted it until dared to do so, and it is all documented here.

I remember arguing years back with a Teslan who would declare victory when the stock would go up, yet I had no position. It was never the argument, but because he was constantly losing the argument, he'd pretend we were arguing about something else and post that instead. It's idiotic.

Facts and logic have largely been replaced by feelings and beliefs, especially during periods of frustration, and the appetite for schadenfreude is greater than ever. Add to that the faceless internet and you get the devolution of rational debate into... Owe my Balls!
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Old 08-26-2019, 01:16 PM   #1268
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weeeeeeeeeeeelllll that is not predicting it in a declarative way technically. He just said they should be doing this. Never said they will be bankrupt by XYZ date.

Just a fly on the wall here.. carry on.
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Old 08-26-2019, 01:47 PM   #1269
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Nick is also well aware that Tesla has several options to raise revenue if needed and when he says go bankrupt aka restructure, it doesn't mean tomorrow, next week, next month, this year or next year. Just that if the current trend of business continues, it will drive them to bankruptcy.
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Old 08-26-2019, 01:59 PM   #1270
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Nick is also well aware that Tesla has several options to raise revenue if needed and when he says go bankrupt aka restructure, it doesn’t mean tomorrow, next week, next month, this year or next year. Just that if the current trend of business continues, it will drive them to bankruptcy.
Of course - he doesn't realize he's admitting his lack of understanding of corporate finance in the assertion itself. But even if an argument were more intelligently constructed using facts that made sense, the assertion still doesn't relate.

I believe this is shown to all Teslans (and Scientologists) at orientation. Sadly, I think they're showing it in schools at this point also.

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Old 08-26-2019, 02:17 PM   #1271
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Of course - he doesn't realize he's admitting his lack of understanding of corporate finance in the assertion itself. But even if an argument were more intelligently constructed using facts that made sense, the assertion still doesn't relate.

I believe this is shown to all Teslans (and Scientologists) at orientation. Sadly, I think they're showing it in schools at this point also.

http://youtu.be/vjOrOMVFCbs
Not going to name names but there was someone in this thread who thought when you buy 1 share of Tesla, you are directly giving that amount to Tesla. it’s clear some people do not understand the differences between the value of the stock and the actual business / revenue.
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Old 08-26-2019, 02:34 PM   #1272
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Not going to name names but there was someone in this thread who thought when you buy 1 share of Tesla, you are directly giving that amount to Tesla. it’s clear some people do not understand the differences between the value of the stock and the actual business / revenue.
Well, you never know, depending on how it shakes out, said genius might end up being correct... minus Goldman's kick of course
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Old 08-26-2019, 02:48 PM   #1273
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Not going to name names but there was someone in this thread who thought when you buy 1 share of Tesla, you are directly giving that amount to Tesla. it’s clear some people do not understand the differences between the value of the stock and the actual business / revenue.
Wait.. wait, hold up! Are you telling me Kermit will not see a single dollar of the Sesame Street Stock I bought when I was a kid!

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Old 08-26-2019, 02:56 PM   #1274
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Wait.. wait, hold up! Are you telling me Kermit will not see a single dollar of the Sesame Street Stock I bought when I was a kid!

Between the liabilities facing Oscar, the sexual harassment suits between Bert and Ernie, and the embezzlement charges facing Cookie Monster, the only thing Kermit is going to get is a pork-scented schmeckel
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Old 08-26-2019, 03:02 PM   #1275
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They are bankrupt and should have filed and restructured long ago.

They may owe a lot of money, but they have 5 billion in cash as of last quarter's numbers. That's hardly bankrupt, even if they keep rolling over debt like car buyers roll over negative equity.
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