Auto Sector Stocks (Page 71)

Although the annual Orange County International Auto Show is the eighth largest auto expo in the world, it’s not the show New York, Geneva, Paris, Frankfurt, Tokyo has. What the show does do, however, is it gives you quality time for serious car shopping, and for us all a preview of the chicks to hatch without giving away the auto henhouse. That’s what the annual LA Auto Show is for, just eight weeks and 30 miles way.

Shhh. (Whisper). Have you ever seen a Rivian? In a way I hope not. Be careful if you have. At this stage don’t tell anyone. The electric truck startup might have to execute you for being exposed to company secrets moments away from their LA Auto Show reveal!

Which shall it be? Betamax or VHS? Although fully driverless autonomous cars are years and miles away, as we get there shortly, cars need to learn now, how to communicate to each other as they robotize. But car makers are battling each other over older radio DSRC v. the newer cellular V2X, and the debate, like American politics, is getting intense. It’s the same kind of moment we went through when deciding which video platform to use 40 years ago, even 100 years ago which kind of car, gas or electric?

It seems Tesla Corporation has another crisis at hand that they seem able to, in the end, solve one way or another, their way of course, and this time in the opposite of extremes. They are up to their necks with Model 3’s all around them that they can’t deliver them to customers on time. Actually because of either apparent poor planning or lack of a good relationship with several transportation companies to plan ahead, Tesla fabricates its own car carriers so they can ship their inventory.

After not being able to meet a target production date this year due to evaporated funding, Lucid Motors recently did all the things it needed to do to ensure it can meet its next target production date for its first car by 2020. And unlike other electric car companies, it did it quietly without much fanfare.

In a segment that was once considered exclusive to Americans only, that no foreign pedigree need apply, the French automaker in a bold and daring attempt to go where no foreign car maker has gone before, produces a concept in electric form with a warning to Ford and Chevrolet, that there’s a weakness with their own muscle pony cars, and Peugeot is ready to take advantage it, in the electric car market.

9/24/2018 UPDATE TO ORIGINAL STORY: A source apparently close to Chrysler is indicating that the rumors that Chrysler is looking to cancel the 300 and Charger sedans are not true. And instead of building the Portal minivan Chrysler is looking to have the Dodge Grand Caravan replaced by a mini MPV based on the Portal Concept instead.

With Type 1 Beetle Mark 3 in its swansong, VW decides in good timing that it’s ready to try its luck and good fortune on another storied halo, that some say as a van, has more potential of being even more popular and longer lasting than Beetle, even as an electric. Let’s hope Samba reaches its 100th Birthday in 2049 that Beetle almost made in 2038 (or earlier?), but didn’t quite live as long.

2013 was only a few years ago, a long time for most, lightning fast time in the electric car universe, and after all the talk, the drafts, the drawings, the concepts, the rumors, the prototypes, and camouflaged pre-production vehicles since, Audi finally presents its first full electric car. With a price point of about $80,000 USD, the Audi e-Tron Quattro aims to take its throne as a heralded German electric, while finally taking on the American Teslas.

Instead of going over the top like most car makers do, especially startups when introducing autonomous technology in their concept vehicles, BMW took a more practical approach recently with theirs, called iNext, a new electric driverless capable concept CUV but still a human hands on driving car which includes a steering wheel and pedals. So practical they intend to put something much like it into production in as little time as in 2021.

Meet Vera. She’s Swedish, and she means it, damn it. She’s a badass Level 5 Volvo robot electric tractor pod almost as low to the ground as a Porsche, only three times bigger. So low, if you’re not careful, she might mow you down before her collision avoidance and passive emergency braking systems are autonomously activated! Potential roadkill beware! No airbags need apply . . .

Here’s another ex-Ford that got spit out by the blue oval to go on with life and do better without them, since partnering up with Chinese Geely, Volvo is whipping out some amazing products even a new division, and the baby XC40 electric is a prime example. A BEV competes with Jaguar iPace, Audi eTron, and Tesla Model X, all at Model 3 prices. Another ex-Ford in your future. Not bad!

Instead of waiting to wonder what a Mustang BEV CUV will come to, rogue ex-Forder Aston Martin shows their former boss they don’t even need an SUV platform to electrify one of their products, they can do it on a current production car: their flagship saloon, the Rapide. Attention American Cops: this ex-Ford is definitely a Crown Vic and Explorer Inceptor Killer!

Thieves are hacking Tesla vehicles and their key fobs worldwide with special hacking computer hardware tools to steal the car within seconds. It took Tesla a year to solve it. All this, from the company that wants to bring us a world of electric cars without drivers, the problems that may seem too difficult for Tesla to solve over the electric cars they already have that still need them.

Sono Motors is a Bavarian startup electric car company that actually has a very good chance of making it to production being months/weeks away from making their sole solar BEV with the 7,200 orders they already have. Yes, that’s right, a BEV that has solar panels all over the car that provides a range extending 30 km or 18 miles for the 155 mile battery range a day.

After abandoning plans for Zil, the storied Russo-Soviet official state car builder that was supposed to make Vladimir Putin’s next set of wheels back in 2012, the Russian Federation tapped and funded a government entity to develop a LWB car. Here’s the thing: instead of relying on unreliable Russo-Soviet engineering, they German engineered and are now ready to market this SWB car with Europe in mind. Both cars have Porsche developed engines. I get it now. A Zil this is not. Not bad at all.

In formulating a response to Audi’s rollout of its first BEV e-Tron very soon, more so than responding to anything Tesla, Daimler AG bizarrely unveils a whole year before its debut, its first head-on to Tesla full production BEV, a historical vehicle on its electric E-Mobility platform in CUV variant in the separate Mercedes EQ line. But they baffled the media giving it only a puzzling 200 mile range.

With the continued uptick purchases of trucks and SUVs by US consumers, while global new car sales are slowing down, and gas prices remaining low the last two years, there is now a glut of used EV cars on the market, with bargains to be had if you know where and how to find one for the right price.

People would laugh at a vacuum company investing money and its reputation in building all electric BEV cars it’s never done before. But Dyson has something that took Tesla years to get and another thing it still doesn’t have, that gives Dyson an edge against Tesla: a manufacturing apparatus to build solid state batteries, and the key patents to make them, which are better than what Tesla is using.

As new car sales slow down for the first time since the Great Recession, car makers have had to make key decisions about marketing and production efficiencies, and Ford is no exception. Ford may be limiting itself with choices that customers will grow tired of, if it’s all about just one car: Mustang.

German camper manufacturer Dethleffs continues its experimentation in the EV camper market with another prototype. The last one we reported was a Type 3 RV EV camper covered head to toe with solar panels. This time it’s a EV RV trailer already in production as a conventional camper, that it’s still hitched to a vehicle, but self propels itself with two electric motors on each wheel. A large battery pack has implications for off grid camping and auxiliary home power.

In opening the first Jaguar Land Rover Classic facility in the US, the first of its kind, JLR is cleverly taking steps to preserve its heritage with the cars already in the wild. By expanding the restoration market by offering electrification and restoration options, it also takes steps not only to help clean the environment, but also cleverly erase the mechanical troubles its cars have been known for, for decades.

Poor Tesla: First it was the Shorts, now even the Russians are coming after them with a new Kalashnikov CV-1 electric car. Kalashnikov wants to build an electric car. But this Russian response from the inventors of the AK-47, to Tesla’s earth soothing, humanity healing, eco-conscious electric car lineup, is a retreaded 1970’s Soviet Era hatchback retro-electrified. Classic car conversion: maybe. State of the art design prototype: no. Roadware! Very nice!

Ohio electric commercial mobility company Workhorse Group has been in the news lately with either new products or updates on the progress of ongoing ones. They diversified their product line by rolling out a new helicopter drone recently in Manhattan. With the recent news of Ford introducing a hybrid, and Tesla’s plans to introduce a BEV pickup, eyes are now paying closer attention to Workhorse and their new pickup.

UBS takes a look at Tesla Model 3 to make a tear down assessment of its latest product to find lots of things to be impressed about the car except for the profit margin of the proposed $35,000 Single Battery Pack/Motor RWD Base Model 3 Sedan.

With the growing rapid output of worldwide EV production, the glaring reality of supply and demand becomes more obvious as to which key players in the auto industry are prepared for battery shortages and which ones are not. Regardless, if the company you buy a BEV from is not one of “the big three,” you should expect you car order to be delayed because of battery shortages by the factory.

The Tesla news blindsided and shocked the world. A stock exchange wasn’t notified, neither was the Securities Exchange Commission. Not even the board of directors of the company that was affected by the news. Stock prices went crazy, its stock was eventually suspended, everyone who’s anyone about billions denied they were asked to help, and a moment of explanation finally came: Elon Musk wants Tesla to go private, he wants an equity leveraged buyout, and he wants the Saudis to finance it.

Let me start off at bat: Don Marchionne is a great man. Period. I didn’t agree with him with his paltry 5 year electrification plan for FCA Group, but with his expedited departure, we can now look back with definitive successes and failures. This is how the Era of Sergio Marchionne came to an end, and the Era of Jeep begins as the dominant force in the car industry, perhaps to equal that of Goliath General Motors, now that Jeep takes the world stage.

Tesla Inc was smart for itself by taking down the mystery $35,000 price for a model version some have long been waiting for, hadn’t yet been built, not sure if it will ever exist, and that they were never really in a position to offer. They need to worry about surviving first, and you do that by making money. Period.

Here you can watch the live recording of Tesla's 2018 annual shareholder meeting in which Tesla showed a new image of model Y. Lots of investor eyes, Tesla owner eyes and Model 3 reservation holder eyes were on CEO Elon Musk who faced scrutiny at the shareholder meeting.