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Tesla should buy two companies

With a market cap around $1 trillion now and two companies struggling now would be a perfect time to swallow both

Rivian has a market cap of $10 billion. Throw a 50% premium there for their shareholders. Issue Tesla stock to pay for it and $15 billion. Or about $5 of teslas $344 stock price. Would pay for it.

Rivians problems they can’t make their premium electric truck and suv line fast enough. They don’t have the infrastructure and money to ramp up.

The positive is that they make a premium product. Their suv and their trucks are $80-$100k models. Throw them into the Tesla production system and there’s a lot of margin there. Add in Tesla name and the recognition. Trade ups from Tesla’s ugly egg cars and you have a ready made marketing appeal and audience. Millions who know the company will be around. And who have the money to trade up to a premium high margin vehicle.

I always said I thought Tesla would fizzle out and eventually become the hybrid or EV arm of Ford or General Motors. I thought they were innovative and could integrate well with a legacy auto maker or even Apple. But Tesla got too valuable and now Tesla can do the same to others.

Rivian adds an Aug that Tesla really doesn’t have. That thing that Tesla has isn’t an suv. It sucks. And the cyber truck is not only a joke I hear they lose money on every one. Rivian keeps slipping and this would make perfect sense.

11 comments

11 Comments

Onikoroshi

Nov 21, 2024

here's an opportunity if not an asset play

https://www.reuters.com/technology/northvolt-files-chapter-11-bankruptcy-us-2024-11-21/

BigBallss

Nov 22, 2024

Replying to

Well, someone just loaned them $240 million to get thru the BK, they must have assets. Volkswagen owns 21% of the stock, they just can’t get anything right with EV’s.

China just makes things at a cheaper cost. Their edge in keeping labor costs down is impossible to match in countries where people expect a decent wage and standard of living.

BigBallss

Nov 20, 2024

6 years ago only a few understood what Tesla was building. I tried to tell you goofs, but you fought me. Everyone hated Musk. 😂

Oh well.

Edited

Onikoroshi

Nov 20, 2024

what are your thoughts on them doing a joint venture with Toyota who seems to have mastered hybrid technology?

for you know, a Tesla with a 600-750 mile range?

Toyota has a history of joint ventures with other manufacturers

Java

Nov 20, 2024

Replying to

Who is them? Rivian?

Toyota wants the world to go hydrogen fuel cell and they’re probably right. But see my response to San Clemente. The world isn’t fair. Gavin Newsom makes 6 figures and screws other peoples wives. He should be my paralegal.

I don’t see why Toyota would share that tech with Tesla. Toyotas premise I believe is to get away from lithium and rely on nickel. Which is cheap and seems too obvious. So I don’t know what magic they have.

If I were Toyota I wouldn’t. They’re the king of the world. They have trucks and cars and vans in every segment. They own hino. And Lexus. Literally every segment of the market. Buses. Big trucks. Luxury

So if I am Toyota that tech is mine. Tesla is too big a threat for me to share that. With rivian I could see it but rivian is too far gone. My suggestion above is based on two dead carcasses. And the fact that both of them have some sort of value essentially as protein to a predator

I take that back. ChargePoint is protein to a predator. Would eat them swallow them do it cheaply and no one would have a memory that ChargePoint ever existed within six months.

Rivian, however, has premium vehicles excellent tech, beautiful styling for the EV segment and they are actually being built and people want to buy them. A tricked out Rivian truck is going to run you $100-$105,000. If Tesla got involved with their robotic manufacturing and they sold five times as many of them and were able to do so for $75,000 each? They could blow the doors off the market.

SanClemente

Nov 20, 2024

Except Americans don’t want electric vehicles of any kind . Me included . Only reason to get a hybrid is so I don’t have to go to gas station as often.

Going to be a short 4 years before things swing far left again. Sc

SanClemente

Nov 20, 2024

Replying to

May want to check that direction trend since the election. sc

Java

Nov 20, 2024

Replying to

oh where do I start. Trumps election may slow the pace of this and hopefully slow it to a pace where we make the move for economic reasons. Saving on gas and using cheap solar and all that. And not mandates. Anytime government mandates anything hold your wallet. It means they’ve made something a priority. They don’t have the money or the political capital to pay for themselves. So they foist it upon the general public and force us all to pay.

Soooo I hope he slows or avoids much of that. But if you think solar or electric is going away? You’re reason the market and the election wrongly. This election wasn’t about electric cars. And this election wasn’t even a mandate. It’s like 49-48. The point is. America did not just rise up and throw the shackles of electric vehicles off of themselves. Lot of people are buying teslas and will continue to.

There are incidents. Trends and mega trends. Trumps election was an incident reflecting a trend created by brain rotted donkeys. But electrification of vehicles is a mega trend. Trump knows it. You’ll see. This drill baby drill isn’t gonna happen it’s window dressing. More on that later.

for now back to the subject. Tesla. ChargePoint. Rivian. Chop chop. Let’s do this people

SanClemente

Nov 20, 2024

Replying to

This will be interesting to follow. Half of the people in America do not own a garage to charge their cars .

Oil companies are shy on investing capital for something that maybe shut down in 4 years.

Batteries get better every year and the us just discovered huge lithium reserves.

The global warming hoax will make a comeback.

I wouldn’t bet ie. Invest either way, sc

Java

Nov 19, 2024

Company two they should buy is ChargePoint. Leading charging infrastructure company that was supposed to benefit from Biden‘s trillion dollar grift unfortunately, most of that money went to work programs instead of helping build the nations charging network.

ChargePoint has a network. Is large. And could easily extend teslas reach. Everyone knows about Tesla cars but their solar their charging and their battery storage has been where they’ve been growing and making money.

ChargePoint 2-3 years ago was at $8 a share. They are losing $1 a year and are priced at $1.10. In other words they are about done.

The value of the company? $400 million. This is probably illegal but if I am Elon Musk, I tell them to declare bankruptcy. That way I can go in and buy the assets for $400 million without being responsible for any of the liabilities.

400 million is couch change for Tesla. Their earnings for 10 days. Maybe 2 weeks.

What they get? Ready. Distribution. Corp custkmers. And control of a growing industry. All at an opportune bargain price. Every new industry gets overpopulated with startups and usually only a couple survive. There’s always a shake out and consolidation. And this is Tesla‘s opportunity to swallow one of the biggest, and therefore leave almost everyone else out on an island

I’m guessing the service network they already have can cover these. The major oartnodnthebststem is software so they can control it with their existing IT. The problem with rivian and charge point both is they don’t have the $ to support the growth they need to both make money and get to scale.

Tesla is already there and could take advantage. Cheaply. I’d companies within their industry to further assert scale and dominance. The very thing these companies lack. Tesla has .