Is this the end for Jaguar?

[El Presidente]

6 hours ago, BoliDan said:

It's certainly a don't touch stock right now. It has rebounded out of speculation and the current valuation is clearly not worth what it is at. When a company is posting record losses but stocks are gaining value, it should be your first sign to stay far away. Wall Street is classifying it as a "meme stock" being similarly mocked as "meme coins".

The international markets have no foreseeable future since China has swooped in with much more affordable and attainable EV models. Not to mention vans due to the company refusing to comply with other countries laws which will tarnish the brand much more than the domestic political blowback. With more news of Tesla trying to sweep flaws under the rug rather than addressing them like their self-driving AI mistakes that are leading to what would be fatal accidents, and ridiculous warranty clauses that prevent CT owners from getting replacement or refunds on typical maintenance/modifications, they have a laundry list of problems to overcome other than image. 

How does one value Tesla? 

If one begins to see it solely as a motor vehicle company, then wildly overvalued. Their EVs are no longer segment leaders internationally and unlikely to be so again. Throw in geopolitical misteps and...aye Karumba!

Roll in XAi and a successful robotaxi operation, that changes the lense. There is a pathway to a very successful future but it is no certainty.  

In the end a Telsa investor weighs it up and needs to back Musk to pull it off. Current valuations are unlikely to be sustained on solely a successful model launch. 

Just my 2 cents.

[Ford2112]

I bet the new Jane Bond will be driving an EV DB 9.

[ha_banos]

15 hours ago, Ford2112 said:

I bet the new Jane Bond will be driving an EV DB 9.

I wonder if she'll transition in the franchise or just be fluid. Would make a great sub story.

[99call]

20 hours ago, El Presidente said:

geopolitical misteps

That's definitely one way of putting it. People are trying to weigh up the calculous of their potential investments, against the backdrop of events past, present and potential futures. For me it's much more simple personal calculous, and I find it eternally depressing that it isn't that way for the rest of society. Elon Musk, Peter Thiel and Curtis Yarvin are all eugenicists, racist, misogynist despots and I wouldn't give them the steam off my p*ss.  I may be poorer financially for doing so, but I would not trade that for how I would feel about myself. 

Much like if there was a horse at the races called 'Enochs White Power Pony'. or 'Pol Trot'. I would not be betting on it.    

Incidentally do Geopolitical misteps look a bit like this?

[99call]

13 hours ago, ha_banos said:

I wonder if she'll transition in the franchise or just be fluid. Would make a great sub story.

Yep, crazy...or maybe Bond could wrestle in bed, and be over powered by an muscular androgynous looking black women...AND seem to like it!!??? 

Oh wait a minute...Crap...This already happened 1985!!!!! The world's gone mad! Personally I'm absolutely disgusted, and feel massively let down by the whole of Broccoli family...and Pinewood Studios...and especially Oddjob! An absolute diabolical liberty.      

[ha_banos]

12 hours ago, 99call said:

 Yep, crazy...or maybe Bond could wrestle in bed, and be over powered by an muscular androgynous looking black women...AND seem to like it!!??? 

Oh wait a minute...Crap...This already happened 1985!!!!! The world's gone mad! Personally I'm absolutely disgusted, and feel massively let down by the whole of Broccoli family...and Pinewood Studios...and especially Oddjob! An absolute diabolical liberty.  

I was talking about transitioning from Aston to Jaguar.

[99call]

12 hours ago, ha_banos said:

I was talking about transitioning from Aston to Jaguar. 

I know you were mate, it wasn't a dig at you, I was just using it as a vehicle (pardon the pun) to maybe pose a question mark as to whether or not as a society are regressing, as to things we find shocking or challenging. 

 

[El Presidente]

12 hours ago, 99call said:

to maybe pose a question mark as to whether or not as a society are regressing, as to things we find shocking or challenging. 

Not challenging, just idiotic. 

...Be it Jaguar or Elon.

[ha_banos]

12 hours ago, 99call said:

I know you were mate, it wasn't a dig at you, I was just using it as a vehicle (pardon the pun) to maybe pose a question mark as to whether or not as a society are regressing, as to things we find shocking or challenging. 

Dang. I was deliberately setting up an on topic cheap shot honey pot there. And naively didn't think anyone would see through it. 

I'm not very good at being a smart ass.

[99call]

12 hours ago, El Presidente said:

Not challenging, just idiotic. 

...Be it jaguar or Elon.

I think looking back what Jaguar may have attempted, was to draw some parallel to the New Romantic movement in the 1980s. Colourful, odd, androgynous. In the 1980s New Romantics was to a large degree seen as a pro-Thatcher right wing movement, aspirational, and the antithesis to anti-establishment Punks. Jaguar got it wrong in so many different ways, but the main one being, that the right wing of today wouldn't be caught dead dressing like this, and the left wing hasn't got any money.

Duran Duran's Rio music video looks like it's been made by Jaguar's current team. The difference being in the 1980's people seemingly weren't having conniption's about dayglow jackets.

[ha_banos]

So finally this thread had me go read around a bit. I have zero interest in Jaguar. Never owned one. But seems we've missed the point. The claim from Jaguar, of course, is the drop in sales is part of the strategic rebrand decision. To cease sales for 12 months. So no new cars have been available since April this year. They've yet to launch the new range. So of course, the sales figures for the year will tend to 0! So there's no point looking at the sales drop figures. It's the strategic plan. Probably to come out, so to speak, with pronouns blazing!

We really have to wait and see when their EVs come to market. A bit nuts choosing to stop sales for a year. Just goes to show how powerful marketers can be. Can you imagine the board meetings? 

Only, like these ads, no one's seen any cars...

[99call]

Some more images of 1980's city traders letting their hair down...or up should I say. 

[BoliDan]

20 hours ago, El Presidente said:

How does one value Tesla? 

If one begins to see it solely as a motor vehicle company, then wildly overvalued. Their EVs are no longer segment leaders internationally and unlikely to be so again. Throw in geopolitical misteps and...aye Karumba!

Roll in XAi and a successful robotaxi operation, that changes the lense. There is a pathway to a very successful future but it is no certainty.  

In the end a Telsa investor weighs it up and needs to back Musk to pull it off. Current valuations are unlikely to be sustained on solely a successful model launch. 

Just my 2 cents.

Good assessment, agreed 

There's lots of pivots Tesla is working on and I think Elon making it clear it's a tech company and not just an EV company which could definitely save it. I think Elon's focus on robotics was a good step, but then it's kind of diminished into a nebulous and no one knows what's going on. I'm not putting any eggs in the brain chip basket. I spent my life adapting to technology, not sure I want to become it. 😳

As an outsider looking in,I'm suspicious of a stock with a CEO that has so much pumping power to make markets as well as those who are caught up in the buying at discounts in the current market volatility.

[El Presidente]

11 hours ago, 99call said:

I think looking back what Jaguar may have attempted, was to draw some parallel to the New Romantic movement in the 1980s

I see your parallel. One is a rock band phase (late 70's into early 80's?) and the other a corporate virtue signalling pukefest phase (2013-2024).

Hopefully both retired to the annals of history 

[Dlowil]

Robotaxi and Tesla Energy (Energy storage & grid storage) are by and large their largest revenue generating opportunities. If there’s anyone I wouldn’t doubt it’s Michael Jordan, Tom Brady and Elon Musk.

[SigmundChurchill]

Apparently Ferrari is making Jaguars now?

[BrightonCorgi]

On 7/4/2025 at 10:29 AM, El Hoze said:

 ...Maybe a Bentley I could see with a battery? Like the diamond studded Cartier with quartz? But for me Aston and Ferrari I just can’t get my head around an EV version even though I am sure they would be fun to drive. 

For sure a Rolls Royce begs for an EV. The Rolls Royce Spectre is one of best cars on the road. Jaguar will never come close.

 

[Cestis4]

Never buying an EV unless I’m forced to. 

[BrightonCorgi]

On 7/6/2025 at 2:58 AM, Ford2112 said:

I bet the new Jane Bond will be driving an EV DB 9.

A Subaru Forrester more like it.

[BrightonCorgi]

On 7/3/2025 at 10:09 PM, Montezüma said:

Jaguar is no longer Tata?

They are still with Tata according to publicly accessible information, but there's supposedly a partnership of some sorts going on.  Tata never wanted Jaguar, but it came as a package deal with JLR.  Tata would love to offload Jaguar, but who wants it at this point? 

If they are committed to being an EV company, perhaps Tesla should buy it.  

[VeguerosMAN]

47 minutes ago, BrightonCorgi said:

They are still with Tata according to publicly accessible information, but there's supposedly a partnership of some sorts going on.  Tata never wanted Jaguar, but it came as a package deal with JLR.  Tata would love to offload Jaguar, but who wants it at this point? 

If they are committed to being an EV company, perhaps Tesla should buy it.  

Musk might be a bit crazy but I don't think he's that crazy enough to buy Jaguar and get whacked