Domain: tiger-web1.srvr.media3.us Investing In Tesla | Page 13 | Money Talk
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re: Investing In Tesla

Posted on 4/30/17 at 9:55 pm to
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 4/30/17 at 9:55 pm to
No mention of Daimler-Benz? Mercedes is ahead of tesla in driving tech and the company has an immense financing arm.
Also it's the best positioned for the real money market, 18 wheelers.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 10:18 pm to
Im in bed so I can't really reply like I could on my computer, but you mean this daimler?

Mercedes Is Making A Tesla Model S Killer

1. The Tesla pictured is a $35,000 model 3 not even the model S that it will be killing

2. The car is going to cost around $200,000 in 2018 when it’ll be released....thats what the article says then mercedes never released it, but wow $200,000 for the Tesla killer so its $50,000-130,000 more than a Tesla Model S, ok

3. Mercedes CEO is a pretty cock guy, he had this to say about the car we've yet to see almost a year after this alleged announcement

quote:

“We’re in business to make money, and is our EV a Tesla killer? I don’t know, I haven’t seen it yet. But we wouldn’t be doing it unless we thought we could sell it,” he continued. “It’ll be in a price bracket similar to Tesla Model S, have a similar cruising range, but it’ll be a Mercedes, so I think Tesla probably have good reason to be concerned about it.”


So he doesn't know if its a tesla killer but Tesla should be concerned about a car thats $130,000 more than its cheapest model S.....ok cool

Then there is this article about Mercedes Electric Venture from last year

LINK

quote:

It will use battery packs from a Daimler subsidiary: Daimler set up its own battery company, called Deutsche Accumotive, in 2009. Deutsche Accumotive already has one battery-pack factory up and running in the German city of Kamenz, with another set to begin construction this fall. Like Tesla's Gigafactory, the Deutsche Accumotive facility also makes batteries for stationary storage units for residential and industrial use.


Interesting Daimler set up their own battery subsidiary in 2009......but but but

quote:

But: Deutsche Accumotive builds battery packs and related control systems. It doesn't make the individual lithium-ion battery cells that go into them. Where will Daimler get its battery cells, and how many will it be able to get? That's not currently clear.


So as I said multiple times in this thread, the battery issue exists even for the great Mercedes-Benz

So again can you show me where they're leading on anything?

As far as their financing arm you speak of, let me give you a little chart for you to ponder



Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 4/30/17 at 10:51 pm to
All i was saying is that there is no discussion of future tech in cars without Daimler-AG.I meant future tech in the sense of driverless tech but its interesting you get a lot of your information from LINK.

I'm not familiar with the ICE related assets you linked.
Also that doesnt seem fair as a table saying that Tesla has 0 plant and inventory debt. That simply isnt true.
I found that 52 billion euros on Daimlers financial report but not as ICE-specific assets, that table seems misleading
This post was edited on 4/30/17 at 10:55 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 10:53 pm to
Did you see who wrote that piece? A brilliant man who created the Mac cluster. It has 0 related to the internal combustion engine....
This post was edited on 4/30/17 at 10:54 pm
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 4/30/17 at 11:00 pm to
quote:

Did you see who wrote that piece?

Should I trust a physicist for investment advice?
Or should I trust investment banks for investment advice?

TSLA Forecast

DAIX Forecast

You seem to take Tesla very personally, all I mentioned was that Daimler should be in the discussion
This post was edited on 4/30/17 at 11:01 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 11:05 pm to
O you mean investment banks who've been wrong for multiple years? Yes they're so trustworthy when it comes to seeing the future. You can believe whoever you want. I've spent countless hours reading on the matter and went from bear to bull once facts were presented to me. It's up to you to decide whether you want to dedicate that kind of time to learn more on the subject. As for me, I did, and I've made a lot of money to this point and hopefully many multiples of it moving forward. Mercedes is nowhere near the lead in self driving tech you have no idea wtf you're talking about. Waymo is at the forefront but tesla is right there with them. Tesla has their own car while waymo does not. I don't know where Mercedes is but they're not even close to uber or gm even.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 11:12 pm to
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 4/30/17 at 11:14 pm to
quote:

Mercedes is nowhere near the lead in self driving tech you have no idea wtf you're talking about. Waymo is at the forefront but tesla is right there with them. Tesla has their own car while waymo does not. I don't know where Mercedes is but they're not even close to uber or gm even.

LINK
soft paywall:
quote:

Mercedes-Benz plans to run a network of self-driving cars that can be booked through Uber’s app, in the latest step in the evolution of autonomous technology in the auto sector.


quote:

Uber will offer the service in addition to its existing ride options. It will take a cut of the revenues, while Daimler, Mercedes’ parent company, will operate the vehicle network. Uber will retain control of the network of passengers.


quote:

Daimler’s semi-driverless technology is among the most developed currently on sale. Its latest Mercedes E-class saloon is able to drive itself on highways, taking control of steering and braking, as well as changing lanes in countries or states where this is allowed by regulators.



You clearly have no idea what you're talking about.

Uber has partnered with Daimler to run their cars. Daimler leads the way in autonomous driving tech.



This post was edited on 4/30/17 at 11:27 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 11:16 pm to
You mean the uber self driving car that crashed recently? Their lead seems tremendous. Ok well where ar the Mercedes electric cars and gigafactory to produce enough batteries to "kill" tesla? I haven't seen anything but chatter from mb and since you have proof where is it? Anyways I really gotta get to bed we have a 7 am surgery for our pup in the morning
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 4/30/17 at 11:20 pm to
quote:

You mean the uber self driving car that crashed recently? Their lead seems tremendous. Ok well where ar the Mercedes electric cars and gigafactory to produce enough batteries to "kill" tesla? I haven't seen anything but chatter from mb and since you have proof where is it?

This is pointless ... you obviously didn't read what I linked or posted.

That wasn't a Mercedes car. Didn't a tesla car kill someone?

Also guess which company in that graph is from Europe? Is California the only place in the world to test driver-less tech?
This post was edited on 4/30/17 at 11:45 pm
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 4/30/17 at 11:25 pm to
Well how does one read your link without a subscription? Again Mercedes and uber are talking of doing this or doing that while is doing this or that and tomorrow tesla will build more electric cars while Mercedes will continue to talk about it. One company talks and one company does. You keep believing in the company who talks and I'll believe in the one who is building electric cars. Finally lol if you think kalanick is gonna do anything, uber is going nowhere under him, how many scandalous things has he done recently? He's an idiot and everyone wants him gone but he refuses to leave. Kalanick is who you hang your hat on, I'll stick to musk.
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 4/30/17 at 11:41 pm to
quote:

Well how does one read your link without a subscription? Again Mercedes and uber are talking of doing this or doing that while is doing this or that and tomorrow tesla will build more electric cars while Mercedes will continue to talk about it. One company talks and one company does. You keep believing in the company who talks and I'll believe in the one who is building electric cars. Finally lol if you think kalanick is gonna do anything, uber is going nowhere under him, how many scandalous things has he done recently? He's an idiot and everyone wants him gone but he refuses to leave. Kalanick is who you hang your hat on, I'll stick to musk.

1.Forgot there was a paywall, quoted what I was mentioning.

2.Daimler has more charging stations than Tesla which is relevant.

3.Daimler also owns one of the biggest competitors of Uber in Europe which is somewhat relevant.

4.Ubers CEO obviously has some leadership problems but i don't think that will affect the short term partnership.

5.You take Tesla way too personally, all I mentioned is that Daimler should be in the discussion as a competitor to Tesla.
This post was edited on 5/1/17 at 12:00 am
Posted by John McClane
Member since Apr 2010
37177 posts
Posted on 4/30/17 at 11:54 pm to
Prayers for the pup!
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 5/1/17 at 5:49 am to
quote:


5.You take Tesla way too personally, all I mentioned is that Daimler should be in the discussion as a competitor to Tesla.


Im saying until someone stops talking and actually does something, nobody is a competitor to Tesla.Where is that Mercedes $200,000 electric car mercedes promised in summer 2016 as a 2018 car? We haven't seen anything else about it other than talk. Meanwhile Tesla, its making electric cars this morning. It's making new all the time highs this morning in the premarket. Even GM launched this whole "tesla killer" campaign with their bolt and here we are and 4 months have gone through and its still an utter disaster. Yet GM spends billions on its marketing campaigns while Tesla does not. It sold:

January - 1162 bolts
February - 952
March - 978

Yet this is a car that won all kinds of awards

quote:

In December, the car received a boatload of awards, including being named 2017 Motor Trend Car of the Year. The Bolt is the first affordable battery-electric to travel 238 miles on a single charge – three times the distance of most EVs in its class and at a sticker price of about $37,000, one third the price of a Tesla, the leader in the field.


So again we go back to what I said earlier and its that people buy cars from big auto now bc they really dont have a choice. If you want a car you have to go play games, you have to deal with the BS it doesn't matter what car you buy. You have to play games with salesmen, you have to go back and forth negotiating, you have to waste hours to get a deal done. Meanwhile, Tesla, you hop online, order your car however you want it in a matter of minutes and put a deposit on a card. Then you either arrange financing or pay cash. You don't have to play games with some idiot salesman or his sales manager.

So despite the fact that Chevy has a comparable product to this model 3 tesla will launch, sans the charging network, those 600,000 who pre-ordered a tesla dont even seem to care to bother with this offering from GM. It goes 200+ miles and is by all accounts a fine car. People would prefer to wait and wait for a tesla than buy another car from big auto. Talk about a fed up crowd, reminds me of how everyone said hilary was gonna win based on the polls and then the silent majority propelled trump to a landslide win......

1/3 Of The Price Of A Tesla & Sales Still Sluggish
This post was edited on 5/1/17 at 5:56 am
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 5/1/17 at 6:44 am to
Daimler is focusing on the group that matters, 18- wheelers.
In 2015 their electric-semi truck could go 215 miles with a payload of 26k tons. Teslas electric car in 2017 gets 210-310 miles, weighing around 24 tons less. It outperforms other diesel 18 wheelers on hp, payload and torque.They also have very similar disengagement #'s to tesla in that California report you mentioned.

I don't know their advancement in 2 years because they run a tight ship about information but its easy to assume it got better. It's pretty much them vs waymo for industrial driving tech and even then waymos is only in the tech side not the manufacturing .
Daimler dominates the industrial trucking market and will continue to.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 5/1/17 at 7:15 am to
and with that said, nobody knows a damn thing about Tesla and their Semis that will be unveiled in september, so its hard to say if what Mercedes has is way better bc the current Tesla electric motor is more efficient than anything Mercedes has in any of its production engines so why wouldn't the Tesla Semi be well ahead of whatever other offerings are out there?

I don't see why they can't have 500 KWH battery or greater in a Semi, so until september, they're all vaporware like big auto is currently in the production vehicle space. On the otherhand, Elon has repeatedly mentioned it recently and even mentioned having driven it so it is real and it will be here shortly. You forget the bulk of costs in the trucking space is fuel, so the battery motor is surely something that could revolutionize what is basically an industry stuck in the past.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 5/1/17 at 7:22 am to
You conveniently forgot to mention that Mercedes lacks the 2170 cells that tesla created that are the most energy efficient cells available today
This post was edited on 5/1/17 at 7:23 am
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 5/1/17 at 7:29 am to
quote:

Or should I trust investment banks for investment advice?
I find this funny bc while Goldman Sachs and others dislike tesla, Morgan Stanley, Oppenheimer, and Baird all are incredibly bullish with adam Jonas from Morgan Stanley as possibly the biggest bull out there saying it will disrupt multiple trillion dollar industries. Gene Munster the biggest Apple bull of the past says there is no opportunity in the market like tesla today and one bank even has a $368 target on it while Goldman Sachs has I think a $165 target on it. So it's a tad unfair to say all investment banks don't like tesla like you mentioned.
This post was edited on 5/1/17 at 7:30 am
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 5/1/17 at 7:39 am to
I know what exactly what I posted and you're once again being misleading.
It was an average of analyst opinions. They weren't being "unfair". Way to cherry pick though.

Also considering Daimler actually has something, tesla's model is essentially "vaporware".
This post was edited on 5/1/17 at 7:40 am
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 5/1/17 at 7:42 am to
quote:

Elon has repeatedly mentioned it recently and even mentioned having driven it so it is real and it will be here shortly. You forget the bulk of costs in the trucking space is fuel, so the battery motor is surely something that could revolutionize what is basically an industry stuck in the past.

Of well if Elon sat in a truck it's obviously going to be the best thing ever made.
And yeah I totally forgot that fuel is heavily used by the trucking industry....

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