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Hybrids Vs PHEVs vs All Electric, page-622

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Scott th Ratbag

57,796 Posts.

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10/01/24

13:11

Post #: 71811258
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Originally posted by moorookamick: ↑

IMO Tesla who is significantly dependant on China for bottom line profit
will likely get a jolt once Toyota and VW get their EV acts together.

The market cap of Tesla vis a vis Toyota is absurd, IMO, and from
2025 onwards when Toyota produces a Hybrid or an EV equivalent
of every model it produces now .

IMO Tesla's market cap will wither back to sub $200 billion.
That said is Tesla a good long term short?

Toyota has profited from its Hybrids/plug-in hybrids and IMO
its EV production will ramp-up over the next 5 years when
western markets have adequate charging infrastructure in place
and when the vast majority have made the "culture shift" to EVs .

PS: Ive seen a few large BYDs on the road recently

Expand

imo Tesla's mc is more about the PR effect and awe of Musk rather than the productivity and profitability.

its the sales that makes the difference.
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