Auto Sector Stocks (Page 70)

ANALYSIS AND OPINION: It’s not looking too good in the public relations arena for Cadillac and GM when the national, now world conversation nows turns toward questioning the existence of luxury car brands after the Cadillac XT6-Gate GM Debacle. Aston Martin’s CEO weighed in with the XT6-Gate to establish six ultra brands, and none of the ones below it like Cadillac will surpass them. But let’s be clear: XT6-Gate is an American problem, not a European one.

ANALYSIS AND OPINION: While GM didn’t strike an iceberg like Titanic with the recent Cadillac XT6-Gate Roll Out, XT6’s Super Cruise “Radio Delete” from the options list Gaffe, and Caddy’s the ”Lead Brand” Announcement Kerfuffle with no Caddy BEV for three years, it certainly ran into the reefs too quickly like the Costa Concordia. Although it isn’t a massive blockbusting disaster, it is a serious debacle that needs some changes. And they better do it soon.

ANALYSIS AND OPINION: GM President Mark Reuss’ recent announcement of putting Cadillac as the lead brand against Tesla helped everything else but Cadillac. Cadillac just put their third gas CUV into their portfolio right after this announcement! A real all electric car company doesn’t do that! To be taken seriously by anyone you have to be reliable and believable, and that means having honesty, and to be honest, starting with yourself, you have to believe in yourself. Who’s fooling who?

ANALYSIS AND OPINION: Until recently no one in the car industry ever had an experience of what it was like to end production of a car product due to obsolescence, they and other peer brands have produced since its invention in the mid-nineteenth century. Shutting down gas while ramping up electric is a double money losing proposition into the tens to hundreds of billions. Only the wealthiest and most powerful car companies on earth can survive this conversion process, and I look into how this is so.

For those who think that the Indias, Brazils, Southeast Asias, Western Chinas, Central and South Americas, and Western and Southern Africas will go decades still buzzing around in coal rakers while we 30 second mega supercharge with our brand new 2035 Teslas, I have news for you: the Electric Car Revolution is already coming to those parts, and the ORA R1 mini electric car is the kind of vehicle that’ll proliferate like hotcakes there NOW, like the Model 3 is already doing here.

ANALYSIS AND OPINION: There have been incidents across the country lately that have become more noticeable and reportable to both news agencies and the police. “Coal Rolling” and “ICE-ing” are suppose to be acts of protest against emissions policies but they are really nothing more than acts of cowardliness by ignoramuses. Empower rather than arm yourself by doing these ten things to stop these shameful people.

ANALYSIS AND OPINION: As GM’s ten year plan for electrification and autonomy turns into a five year plan, that actually now is really an “ASAP plan,” GM is facing a reality that except for the Bolt factory, none of its North American facilities are fully ready for an all out massive BEV production schedule. As GM kills everything off about itself that burns gas, it has no choice but to turn to the Chinese for help. Please welcome the GM Chinese electric car at a dealer near you!

VW is about to unleash into the BEV wild a really cool mobile charger station that will top the cherry on the ice cream of negating the excuses for range anxiety and city BEV ownership: a mobile power bank that can top off as many as 15 BEVs in as little as 17 minutes. It can be rolled around in a parking lot during events, your boss can have one in the office garage, and it makes a great power source during rolling brown and black outs.

While Tesla and Electrify America sweep themselves across America’s interstates upgrading the supercharger networks, other networks with their superchargers elsewhere, incompatibilities between PHEVs and BEVs that may have been initially overlooked, are starting to become clear: PHEVs are incompatible with superchargers, and while the UK looks to ban them from superchargers, US car makers may already be taking care of the PHEV problem by just outright getting rid of them.

For decades Chinese car companies have all tried to enter the US car market to meet some kind of failure. Learning from the lessons of Chinese car companies past, one car maker known as Qiantu Motors (Dragonfly logo, means “freedom”), is teaming up with a California based electric car and energy startup to make its first foray into the US market with a battery electric sports car to take on Tesla’s portfolio. Qiantu starts the competition against the Roadster II, with the 2020 Qiantu K50.

OPINION AND ANALYSIS: With VW Group’s accelerated plans to cease gas car production sooner, Bentley needs to ask itself what kind of car company does it want to be? If Aston Martin stuffed battery packs inside the seats and boot spare tire wells and fenders of a Rapide, why there isn’t something similar done inside a Spur or a Mulsanne? Bentley isn’t doing that; they’re running counterculture to their heritage, and risk losing what they worked hard to get after leaving Rolls Royce: not becoming another Cadillac.

OPINION ANALYSIS: Rivian Automotive, the once Clandestine now Maverick Electric Pickup Truck Maker added another BEV to its portfolio, a full sized three rower SUV called R1S. I’m so glad they made it nice and boxy and conservative and all BEV. All they need to do now is stretch that battery tray and back seat room, bespoke it out, make it LWB, send it upmarket past Bentley and Rolls, and let it sit next to Rover SVAutobiography, to let their brand take off, and let the doe roll in.

OPINION ANALYSIS: America’s first plug in hybrid, a segment opening PHEV was put to death recently, the Chevrolet Volt was a cutting edge trailblazing vehicle that bridged the gap between siphoning off gas and waiting for battery technology to improve before pushing on to an all electric car world. So cancelling it seems counterintuitive. It is not. Actually Volt was a great accidental/incidental transition vehicle who’s time came and was way gone.

Unveil Review: Rivian Automotive, the Michigan based startup that for ten years carefully, but secretly planned to find the right vehicle, at the right time, and at the right moment, to launch an all BEV the world hasn’t seen, seemed to find the right recipe to unveil that vehicle NOW, as they launched something that Tesla had expectations of doing first: to launch the first all electric pickup truck in the world. And Rivian did it. Not Ford. Not Tesla. This is a game changer . . .

It was around this time twenty years ago that the now legendary Cadillac Escalade started hauling the ruling class and celebritydom on the streets of the big American cities as if they were elegant stage coaches of the Victorian or Edwardian Eras over 100 years ago. So after reading a story about the disastrous 2009 hybrid I decided to do a flashback ode to the iconic 20th century truck that lives on today.

D Day Reversed! As Tesla prepares for Cheap Model 3 “Production Hell,” the competition takes a Last Stand: Hyundai is ready to unleash a manufacturing fury of a “Production Hell,” with Kona to invade America via the Pacific. While VW and Ford sign a war pact treaty to enact their diabolical anti-Tesla master plan to unleash triple flanking fury coming soon from Dearborn, Chattanooga, and from the North Atlantic shores.

I find it pathetically sad that we are now in year 6 of the electric car revolution and Ford has yet to come out with not one of their own non-compliance full mass production BEV car. Not one. Thank God for startups, because the new British based company called Charge Automotive will make you pay just a little dearly, but you can even have a classic Mustang the way Ford would never have given it to you.

We’re now about a few days away from the launch of Rivian’s new mystery trucks, and instead of debunking myths, conjecture, theories, legends, and rumors, Rivian, purveyor of “electric adventure vehicles” only heightens them and with mystique. This time Rivian publishes a second teaser video showing their truck wading through 3 feet of water with 3 seconds of footage.

SHOCKING!! It seems Cadillac and electricity mix like oil and water. Never mind the gas versions are crap, plagued with electrical problems, they can’t even make reliable ones that partly run on electricity either! While GM’s CEO Mary Barra has a “zero crashes, zero emissions and zero congestion” ten year plan for GM’s future, Cadillac certainly isn’t helping with the failures they’ve had with each electric they tried to sell. CT6 was strike 3. Here’s why and what they can do about it:

Ford contemplates a four-door fastback Mustang being put into production. This comes just months after a massive passenger car cancellation for the USA market starting next year, particularly cancelling a Lincoln that could’ve helped Ford with this project, that ires Ford’s loyal passenger car customers, Ford investors who must be sick and tired of Ford with their shenanigans by now, and me, frankly, because you really don’t want to piss me off about cars!

As Tesla Corporation completes its plans to corner the BEV market with a nearly complete vehicle portfolio, VW Group launches Operation Polaris, a plan to beat Tesla at the same game VW invented before Tesla uses that same VW book to saturate it. While Tesla uses VW’s rulebook to reduce the cost of a cheaper Model 3, VW tries to outflank Tesla by throwing that same book back at them to launch production on such a massive D Day scale for their first ID electric car to try to drown out Tesla.

There are two powerful entities on Earth, VW Group and Ford, that are now looking to (ahem) “work more closely together” in areas where they can help each other most. Daimler and FCA, the two divorcées of another kind of Germanic-Americano relationship long ago, are mutual friends of both the Fords and VWs, and they send their regards to wish them both well. I explain why.

In my frustrating effort to keep pushing the movement toward full electric cars, I often get frustrated by the lack of enthusiasm and missed steps the legacy car makers have taken. If they really were enthused and eager to adapt to electric cars, they would have an all electric option for both their halo sports and pony cars. They don’t. Still. With lackluster Camaro sales, Chevy needs a “comeback kid” car. The eCOPO Camaro is it.

While Tesla takes care of the other high end of the electric vehicle market with Models S, 3, X, and soon Y and U, Uniti, the Swedish electric car startup maker is trying to find an angle on the opposite end by soon shortly putting an unorthodox 2 seat high tech and feature rich micro BEV into production. This car will be a hit in the EU, India, and Brazil no doubt, but in NA? Hmm. Well I hope so.

Tesla always seems to have side distractions they can never shake off, mostly originating from their mercurial CEO. But with both record profits and productivity, Tesla mustn’t destroy momentum to seize the moment and not be distracted by FBI investigations or stock fluctuations. They have four upcoming vehicles that will help them corner the electric car market at least for a while, and they need to capitalize on that.

One of the most frustrating things about owning an electric car is missing the easy dynamic once had by going to a gas station to refuel. As electric cars proliferate and investment money is spent, however, more and newer options, either now or coming on the horizon, will make public charging easier, and in a few cases, even for free.

With half the weight, a 100 mile range, low operational costs, and prices to match a compatible diesel vehicle, Workhorse’s new NGEN BEV truck means the gasoline and diesel delivery van is now on its way to becoming obsolete with an all electric one coming to a local delivery route near you.

In a strategy to keep them viable in what definitely will be an intensely competitive pickup truck market with the addition of several electrics by several makers, Bollinger Motors adds a sole purposed dedicated 1 ton Pickup truck based on its SUT it plans to put into production late next year, early 2020.

Once again, the Dieselgate scandal reared its smoking head as VW was hit with another near-billion-euro fine in Germany. Though it is nearly over in the U.S., the emissions scandal is alive, well, and living in Europe where at least three jurisdictions are studying more fines. Plus, VW faces a near-$10 billion euro stockholders suit.

Four years in the making and now its second year of production, the first European full production full electric response to Tesla is a British SUV already on its way in Jaguar fashion toward iconic status. If this represents the latest theater of battle in the cultural British invasion of America between David Beckham, tea and toast, the Mini, Elton John, James Bond, Range Rover, fish and chips, the BBC, Duran Duran, Bentley, the Beatles and so forth, then bring it on!