smk4565
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Everything posted by smk4565
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The Buick Envista base price is actually less than the 2024 Trax and Trailblazer. Buick isn’t mid-Lux anymore, they are basically a dumping ground for GM global products how Saturn used to be. They could make Denali a Chevy trim and not need GMC. I think GMC is mainly around because of the dealer agreements, and it isn’t worth paying off all those dealers off. If GM was starting from scratch today it would probably be Chevy-Cadillac, but they are 100 years into this model and aren’t going to change it now.
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Polestar 4 - The New Breed of Electric SUV Coupe
smk4565 replied to G. David Felt's topic in Polestar
I meant black plastic body cladding. -
Buick News: Buick adds a coupe shaped Envista crossover to the lineup
smk4565 replied to Drew Dowdell's topic in Buick
Because... money. -
Polestar 4 - The New Breed of Electric SUV Coupe
smk4565 replied to G. David Felt's topic in Polestar
Body cladding = SUV. This standard was set by the 90s Pontiac Montana. -
Polestar 4 - The New Breed of Electric SUV Coupe
smk4565 replied to G. David Felt's topic in Polestar
This brands naming scheme makes no sense. Also makes no sense that they have like 17 dealers, and very low production volume. This thing has Jaguar I-Pace shape, and that didn't sell. I don't see how this brand makes any money, eventually the Chinese will probably get tired of subsidizing it. -
You can find plenty of forums with GM and Ford quality issues too, Northstar V8 and Triton V8, enough said there. Here is the 10 year resale from Car Edge on the Lexus and Lincoln, the Lincoln after 10 years is worth $10,000 less and $9,000 less after just 5 years. And the Aviator actually has the same 45% drop in 5 years. These Lincolns are bad resale, which is why people buy a Lexus, because when they go to sell it in 5-10 years, it is worth way more money.
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2024 Lincoln Nautilus pricing with destination: Premier: $51,810 Reserve: $56,145 Black Label: $75,860 2023 Lincoln Aviator Standard: $53,340 Reserve: $59,005 Black Label $80,725 These are pretty close in price, and all those Nautilus prices are with the 2.0T, if you add the $1500 Hybrid that gets the power a little closer to the Aviator, it is basically the same price.
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The RX may be a blah, but the Lexus build quality and reliability leads to low ownership cost and high resale value. A used car buyer won't touch a GM 3.6 V6 with 150,000 miles on it, when people won't think twice about a 200,000 mile Lexus. My aunt is on her 2nd ES350, the first she put about 220k miles on then passed on to my cousin who has been driving it the past 2 years, that car might be nearing 250k miles at this point. And that's dealing with Minnesota winter abuse too. And good on Mazda for doing rear drive and a straight 6, but that probably could have been used 5 years ago. Seems like hybrids and turbo 4 or EV has been the trend, and they are setting up 10 years of a thirsty 6 cylinder that makes turbo 4 power.
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And those good vehicles usually come from Tesla and Toyota. But I’d take the Lincoln over a Nissan/Infiniti, Acura or an XT5, although this costs more than an XT6. And you can’t trust Land Rover or Alfa Romeo reliability. The Cadillac Lyric with the tax credit is cheaper than the Nautilus. That seems like a no brainer.
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Buick News: Buick adds a coupe shaped Envista crossover to the lineup
smk4565 replied to Drew Dowdell's topic in Buick
The Encore is still on their website, but the Encore GX and Envista will suffice for 2024 model year I am sure. And really the whole line up is pretty disappointing, there are a lot of better SUV's than an Envision, and Palisade, Telluride or Mazda CX-90 are better than an Enclave. GM's crossovers are pretty aged and tired. And if they don't care because they are just letting them run out the clock and putting money in EVs, that's fine, as long as they can crank up EV production in a hurry. -
I can't figure out if I am more surprised that the Nautilus is still on the market, or that they actually spent money to redesign it.
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Buick News: Buick adds a coupe shaped Envista crossover to the lineup
smk4565 replied to Drew Dowdell's topic in Buick
I don't think they need AWD, not everyone does, and they went for price and simplicity of trim levels and single power train, which is how you keep cost down. Buyers over estimate the need for AWD, just like they over estimate the need for 300+ mile EV's when they only drive 25 miles a day. This actually undercuts the Encore by $3,000, which I am not sure why that old Encore is even around still, but in that regard this should sell because it looks better than the other 2 small Buick SUVs and it is the cheapest Buick SUV. -
Buick News: Buick adds a coupe shaped Envista crossover to the lineup
smk4565 replied to Drew Dowdell's topic in Buick
The price is attractive, it is pretty cheap, if you can live with the weak power train and no AWD. Which the Kia Seltos has AWD and a 1.6 turbo optional. The Corolla Cross has more power too. But if you want crossover coupe, here you go. -
That’s overkill of plastic crap.
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In your own example the cheapest Mach-E in 2021 was $42k, right now it is $50k with half the Tax credit amount. Thus the price went up. The cheapest Model Y in 2022 was $65,990 with no tax credit, now the cheapest Model Y is $49,990 with a $7500 credit (if the buyer qualifies of course) dropping it to $42,490. It is $23k less at a time when every other car has rising prices. Once you factor in gasoline and maintenance it is probably cheaper to buy a Model Y than most midsize ICE SUVs.
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The cheapest Mach-E you can order is the California Route 1 at $57k. I did search Shults Ford who has 2 in stock, 1 Select at $50,535 and 2022 Premium at $58,815. And that is assuming they sell at msrp which I think they do but some dealers still mark up. They are in similar price points before tax credit but the big difference is Tesla makes money and Ford is losing money on every EV they sell. Tesla can afford to cut prices because they have shredded manufacturing cost so much. Ford can’t afford to do that, probably why the F150 Lightning price is up 50% since launch and still not profitable. And they could get away with that since there aren’t other EV pick ups except the high dollar Rivian. when the Ram, Chevy, Cybertruck hit hit market there is going to be competition on price.
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How are they ramping up if they sold less cars? Ford, Hyundai and Kia all said they would produce more EVs in 2023 than in 2022, yet we see sales down 8% on Ioniq 5, down 19% on Mach-E, down 36% on EV6 in the US, but the EV6 is down in Europe too. Tesla 3/Y sales globally were up 44% in Q1 of 2023 and set a record for their best quarter ever. These legacy OEMs have been saying for years they are ramping up, but they aren’t actually doing it. Tesla is going to sell over 1 million Model Y this year, so Ford should be setting a goal of 1 million Mach-E if they want to be on par with Tesla. And same with Kia or Hyundai or Chevy Equinox EV, etc.
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The Model Y comparable trim to comparable trim is cheaper than the Mach-E and has a $7500 tax credit vs $3750 that the Mach-E gets starting April 18th. And the Model Y is faster with more range. Probably why the Model Y outsold the Mach-E nearly 20 to 1 last quarter. Let's look at the Ford sales chart: Down 19.7% in Q1. And this was their Tesla killer? And then there is the Kia EV6 down 36% for the year, 69% drop last month. And Hyundai Ioniq 5 down 8% this year, down 22% last month as they trend downward like Kia. These bozos are what Tesla is supposed to be worried about?
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2022 Kia EV6 $41,400 2023 Kia EV6 $48,700 ( and lost $7500 tax credit) 2021 Mustang Mach-E $42,895 2023 Muatang Mach-E $45,995 And keep in mind you can’t order the base Mach-E so the lowest cost is $57,995 and the tax credit drops to $3750 on April 18th compared to $7500 last year. 2022 F150 Lightning $39,974 2023 F150 Lightning $59,974 And Kia and Ford are losing money on those EV’s so they keep jacking the price up. With the tax credit factored in a Kia EV6 is $14,000 more than a year ago, the F150 Lightning is $20,000 more, the Mach-E if you could order the base model is $6850 more. The Model Y Long Range price is $13,000 lower than last year plus $7500 tax credit so $20,500 cheaper than a year ago and there is a standard Model Y now available that is $3,000 less than the Long Range that you couldn’t get before. A Tesla is now cheaper than a Ford or Kia, game over, American car brand back on top. USA! USA!
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Tesla just cut prices again, $1,000 to $5,000 depending on model. The other guys are raising prices, pretty predictable how this will turn out.
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Actually Mercedes-Benz hit 6,000 Euro per unit in 2022: 14,809,000000 Euros in net profit Sold 2,456,063 units 6,029 Euros per unit.
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By manufacturer, Tesla is #1 at $9,000 per car, Mercedes-Benz is 2nd at $5,000, BMW just behind that. Toyota, GM, Ford, Honda, Hyundai/Kia, VW are all under $2k per car. That is counting Porsche as part of Volkswagen. On an individual brand basis, Ferrari would be #1 they make like $95,000 profit per car, then Rolls, Bentley, Porsche are all way up there based on brand. But by corporation, Tesla is 5 times higher than the other volume corporations and double Mercedes-Benz who is more similar size in volume to them.
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Tesla can still cut prices by $5,000 per car, and have better margins per can than anyone but Mercedes and that would stoke more demand. Also Tesla only has 4 models, vs most of the companies ahead of them in sales have 20-30 models. The future growth comes from new models.
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It is going to be real heavy and real expensive. This goes to a general problem with EV's in every buying battery on the consumer's part. Or the car maker over selling battery. Many gasoline cars have a 300 mile range, no one cares because there are gas stations everywhere. If there was a larger public charge network, and you could charge at home, a 200 mile battery would be plenty for probably about 95% of people. The dept of energy has a 2022 estimate of $153 per kWh (at scale of at least 100,000 units per year). So if we use that number the Ram REV battery is $35,037 at Stellantis cost, the mark up to dealer, mark up to consumer, at $40,000 in msrp for just the battery, while an average Ram without a battery is $50-60k, a top trip $75k? (not a TRX). Now we are talking a $100-115,000 truck, if the ICE truck goes away, who can afford that? You aren't selling 500,000 units a year. So they need a Ram REV with a 100 kWh battery (in addition to 168 and 229) that is a $15,000 pack and you have $20,000 in cost out right there. And everyone needed to get cell prices under $100 per kWh to start to get these EV's more affordable. GM also had a bad Q1 in 2022. But GM did beat Toyota in Q1, so it was a good quarter for GM.
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Model 3/Y sales are up nearly 40% in Q1 and those have been around like 5 years. Why aren't Chevrolet or Toyota up 40%? The demand for Tesla I would imagine is 10 times that for Chevy or Toyota. Although I agree that the S/X really need an update, and the 3/Y could use a refresh, maybe even just adding a little screen for speedometer behind the steering wheel. But Tesla cars don't look stale because they don't load them up with plastic body cladding, badges, 2 tone paint, door moldings, etc that all age poorly and they don't have to worry about grille openings and all the bumper plastic that tends to lead to dated styling because the whole car is just body color.