We think BMW have positioned themselves as tech leaders to out-rival premium peers such as Tesla, and investors will increasingly be willing to credit this leadership with higher multiples.”
Tesla Motors Inc showed the world that there is demand for a high quality, low energy vehicle, and now it has to face the consequences of its actions. The San Francisco-based company said its mass market car Gen III will require a third production line, and deliveries are expected to start in 2017. Tesla Motors Inc (NASDAQ:TSLA) said the Gen III car will have a base price of $35,000, but total ASP including options would run to $45,000-$50,000. (just thinking out loud: could it be investors don't care for a discounted car price? When you go from luxury to discount retailer, what's the reaction? Add to the the negative cash flow from due to the cost of the third plant)
BMW is building something different from what Tesla Motors Inc (TSLA) is offering, and the changes its making to the manufactur
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