quote:

Originally posted by trapper189:
Why would an automaker buy Tesla? What does Tesla do that another automaker can't easily replicate for tens of billions of dollars less than Tesla's current valuation?

Other automakers are accountable to their shareholders and would have a hard time explaining such an acquisition.

. Don’t limit your thinking that an automaker would be the likely candidate for a merger or LBO. There are multiple tech companies with the cash to absorb Tesla easily.

quote:

Originally posted by trapper189:
Why would an automaker buy Tesla? What does Tesla do that another automaker can't easily replicate for tens of billions of dollars less than Tesla's current valuation?

Other automakers are accountable to their shareholders and would have a hard time explaining such an acquisition.

Battery tech

^^.

Yes battery tech and electric motor are driving the stock in part. Supposedly they have partially solved the trade off when a battery density increases battery life time decreases. A million mile , 4000 charging cycles is the immediate goal.

up another $100 / share this morning

whoa

anybody shorting this stock the last couple days is about about to jump off the parking deck

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Investors see Tesla as a tech company like Apple and value according. But in reality they are an industrial manufacturer, and not a very good one at that. They have a bunch of amateurs designing and purchasing their production processes and equipment. Their OSHA safety violations are an order of magnitude higher than the industry.

Numbers that bad would get plant managers and senior manufacturing staff at my company fired in short order. Just like Amazon, when push comes to shove in leftist companies with billionaire founders who think they are smarter than everyone else, workers get treated worse and injured more often to get the numbers. Hmmm, isn't that why leftists say they need unions?

Tesla has interesting designs and technology, and they cracked the EV market by going big for early adopters, and not trying to make an "economy" car. EV's have the advantage of peak torque at 0 RPM and they can pull harder than traditional drivetrains if the battery can provide the current. Electric, green, nice looking, and goes like stink was the magic combination.

Now that the code is cracked, EVERYONE is getting into batteries and EV's. In the past couple years I've seen more battery assembly lines being built at the major powertrain integrators than I can remember. Cell fabrication, module assembly, and pack assembly.

Maybe Tesla will make it, but I think long term, their inexperience at manufacturing "affordable" cars, cluelessness on how to successfully implement automation, and subsequent quality issues will eventually wear thin as people move to other brands of EV's at lower cost. Tesla as a technology licensor and supercharger infrastructure provider might be the best long term plan.

Musk has the EV factory in China and plans to build 200 battery factories world wide.
He has the 5G low orbit satellites plus the space launch vehicles, solar panels, battery storage facilities, Quantum computer work, and computer to brain interface research.

By 2030, EV will be the leading transportation and combustion engines will be old tech. I wonder what we will do for gas?

Homes with southern exposure will probably bring a premium.

While he has borrowed a lot of money, the shorter's have looked at the balance sheet and not the stock chart. Someone forgot to tell them it is un-American to short a stock.

He sold some solar panels to Walmart and is being sued because several of them caught on fire. Was it a possible bad installation job?

You really think in 10 years EV will be the market lead? Respectfully that’s nuts. The infrastructure doesn’t exist to even make that a remote possibility. EV for buses and city transport, sure. For the average Joe going to work, vacation, play? Nope.

EV is like Jeep Wranglers. They make good 3rd cars.