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Originally Posted by Mori****a System
Who? In a few short months, the long range Leaf, the I-Pace, and the Kona are coming out. What makes TSLA superior to the Leaf in the mid range prices, the I-Pace at the high end, and the Kona at the low end? Do those advantages justify buying TSLA for 50b?
A Nissan is a ****ing Nissan, a Hyundai is a ****ing Hyundai and the Jaguar competes with the Model S and X - and will obviously fail.
Tesla competes with the Germans, not with 4th class car companies.
No one has said anything about current valuations, but the (400-x)k reservations + hundred thousands of more potential customers that want an appealing electric car is worth somewhere around 20-30bn.
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Originally Posted by Mori****a System
Look at Musk's compensation structure and his influence on the board and think about why this makes zero sense.
This is exactly something that he could lose in case of a capital raise.
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Originally Posted by Didace
Why? For the tech? It's not so special that you'd pay a premium. For the factories? It would help if they weren't such a disaster. For the name? I don't think so.
See above.
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Originally Posted by TeflonDawg
TSLA the company maybe.
TSLA the debt + OSHA and SEC investigations + etc maybe not.
The OSHA is a minor investigation. What do you think will happen? This is noise.
The NTSB released initial findings that aren't favorable, but far from a disaster.
SEC investigation is a rumor, certainly nothing that will costs billions.
Quote:
Originally Posted by TeflonDawg
Not giving up control of his company is arguably why TSLA may fail spectacularly. I would imagine that's why shorts are short in the first place, because they DO understand his incessant need to control. His inability to delegate is one extra example to that notion. I was under the impression he can't do a capital raise bc he can't disclose information that would be devastating to his agenda.
If you wanna go full tinfoil (tho it doesn't seem too far fetched) he not only can't raise capital, he recently sunk his own money into TSLA as a last ditch effort with what I'd guess is the last bit of available cash he's willing to part with to keep this thing alive. Couple that with TS' Perez Hilton post and the entertaining conference calls...popcorn.gif
All the absurdity and turnover has the feel of the Trump Administration. Then again, Trump seems immune to everything so maybe Elon Musk is too...
This is all speculation. The first paragraph has some validity, if Tesla was going to fail then due to that.
Certainly one contender, probably dozens of Chinese companies as well. Softbank, Saudi Arabia, there are a lot of people with a lot of money that would bid for the assets.