I'll be interested in seeing how well it's battery longevity holds. I hope it does well, but with one of the highest C-rates around for charging, I do have concerns about how well the pack will hold up.
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You are correct. That problem hits them in January, when the credits expire. The current problem is burning through the reservations. Demand should be strong with the loss of tax credit looming. This "necessitated" a Musk Demand Tweet during the "quiet period". It appears the market does not believe...
MODERATOR: ALL TAKE NOTE OF MODERATOR’S RESPONSE TO THIS - POST # 20165 OR THEREABOUTS.
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The credit halves in January.
Same for everyone else, I think! I only remember it because I saw one, or rather the PHEV version. Actually I think the colour was nicer than the car.
It's the sort of car your grand-dad would enjoy...
I don't know, my grand dad drove around a 1960s yellow Toyota pickup that had at least 12 ladders strapped to it. Or at least until the State of California took it away from him.
All the local car dealers too. As Bjorn would say sheeeet.
Your running a car factory. Two constraints
1) Cars must be painted in batches of 500 per color
2) Cars must be shipped to stores in batches of 7
Under these conditions you have two choices: A) Give customers the choice of one color per store, or 2) Cache cars
Personally I would restrict Michigan buyers to only red Model 3s. But that is just me.
Your running a car factory. Two constraints
1) Cars must be painted in batches of 500 per color
2) Cars must be shipped to stores in batches of 7
Under these conditions you have two choices: A) Give customers the choice of one color per store, or 2) Cache cars
Personally I would restrict Michigan buyers to only red Model 3s. But that is just me.
I don't think they're "burning through" reservations. They've met the demand for LR RWD vehicles for reservation holders in the United States and perhaps most of the ones in Canada. They still have to go through all of the other LR configurations in the US plus all of the SR configurations in the US and Canada plus fill all reservations from other continents plus fill all of the new orders.
There are plenty of reservations and no demand shortage.
You know the main Model 3 competitor will have the same ramp down in EV credit at pretty much the same time, right?
Yes. GM (and all the other OEM's) can easily continue to subsidize their BEV's. Tesla, with their dept service coming due, can not... Interesting to see how much cash on hand, after extraordinary measures to hit the 5K mark (for 1 week)...
Maybe they can, but it doesn't seem like they're interested in doing it. Sergio Marchionne of FCA says please don't buy our EVs and GM doesn't seem interested in building very many Bolts or shipping them to areas with high demand like Norway and Canada.
That has nothing to do with:
1) The point made in the article
B) Your response/agreement
III) My question to you
Other than that, a stellar post.
BozieBeMe2
May I have this dance?
I have an idea for you,
Stop listening to JP Morgan. They have proven without a shadow of a doubt that they are not concerned about your financial well being.
mmd
Active Member
Wow, seems I hit a sensitive spot to cause such outpour of emotions! We could say the same things when Blackberry was at its peak
But you failed to refute the numbers, or explain the plot. Do you disagree that over entire Q2, cancellations outweighed new reservations? Do you disagree that Elon cherry picked a single week for some reason?
Here I made a pictorial view to make it easy for all of you to understand. All data points seem to point in the same direction. We will know soon (few quarters). May be Model Y queue opens up, and that will be the new excuse.
We will know it's bad when this "leaking" is stopped from the top. A daily production update isn't sent to the employees for nothing.
No one buys. They lease for around $100-$200 a month. HOV sticker with free gas at work, my friend.
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I'm not listening to them, it's all the other morons that do which annoys me!
M3P Review dropped to 2nd on WSJ website, but that still means it's being well read, I think?
sweter
Member
Wow, the shorts are even better than Elon at timelines.
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BozieBeMe2
May I have this dance?
you do know that those dealers will add to the costs, right?
Also, the dealer doesn't get to claim a sell until it is really sold? Teslas are generally, already sold, just waiting on the delivery,, to Book The Sale.
Mod: most of the recent posts have nothing to do with short-term market action. A lot of them are argumentative for no good reason. Please take discussion of competition, inventory, etc, to the general thread. --ggr.
BozieBeMe2
May I have this dance?
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