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  1. M

    Tesla Y 7 seater delays

    EDD just pushed to April 25 - May 23 :( I'm worried Tesla might not do another 7 seat build at this rate.
  2. M

    Tesla Y 7 seater delays

    Don't worry, mine keeps getting pushed further and further. Now EDD of March 16th - April 13th... at least I'll get the tax credit if it passes.
  3. M

    Tesla Y 7 seater delays

    I hope it's an error, but I emailed my delivery center and they said no VIN is showing up in their system so I likely won't get it this quarter. I'm located in Michigan and filled out everything right away. We're planning on trading in a 3 as well, but I doubt that has anything to do with the delay.
  4. M

    Tesla Y 7 seater delays

    Ordered July 29th and my EDD just got pushed to March 2022 from November.
  5. M

    Wiki Tesla Europe Registration Stats

    In Ireland's defense, I don't believe the 3 has launched there yet since they drive on the wrong side of the road. =P
  6. M

    Wiki Tesla Europe Registration Stats

    @bonaire, probably not huge. Troy is right as the top 13 countries in the EU+EFTA made up ~91% of the total new passenger car market last year. GERMANY 22.0% UNITED KINGDOM 15.2% FRANCE 13.9% ITALY 12.2% SPAIN 8.5% BELGIUM 3.5% POLAND 3.4% NETHERLANDS 2.8% SWEDEN 2.3% AUSTRIA 2.2% SWITZERLAND...
  7. M

    Wiki Tesla Europe Registration Stats

    @Troy you might just want to add a few of the other countries to the main chart as Model 3 sales gain momentum. Denmark almost sold more 3s in Feb than all S/X in 2018. It's getting exciting!
  8. M

    2017 Investor Roundtable:General Discussion

    The 8-12% NEV policy will result in only 2-3% (~500k-800k passenger vehicles) of China vehicle sales being xEVs. It's not a 1:1 requirement, PHEVs count for 2 credits and BEVs 3-5 based on pack size (current policy drafts weaken some aspects further). Read ICCT's October 2016 policy update on...
  9. M

    Short-Term TSLA Price Movements - 2016

    Every EV sold in 1 of the 10 ZEV states with a ~200 mile EPA range (>350 mile UDDS cycle range) will qualify for 4 pre-travel ZEV credits through the end of their 2017 model year. Pulling financials from Tesla's SEC fillings, pre-travel ZEV credits are being sold for ~$3,500 a piece. After the...
  10. M

    EU Market Situation and Outlook

    @Troy Use the following spreadsheet for Canada registrations ("CDN EV#s" tab): Canadian EV sales The owner posts Polk registration data, but unfortunately only for Canada (US is still an estimate). Canada 2014: 847 2015: 2010 2016YTD: 1180 (898 S 282 X)
  11. M

    Model3Tracker.info

    Would it be possible (and not too much work) to add an option asking what the reservation owner's current primary vehicle is?
  12. M

    EU Market Situation and Outlook

    Looks like tracking Tesla Europe registrations just got a lot easier: | EAFO
  13. M

    SolarCity (SCTY)

    Limit is $250k.
  14. M

    EU Market Situation and Outlook

    There seems to be 43 Model S sales in Ukraine for 2015: EV Sales: Ukraine December 2015 (Draft) I tried to find his source, but could only come up with this (maybe someone else will have better luck): СтатиÑтика | УкрÐвтопром
  15. M

    Alternative Energy Investor Discussions

    Correct, from the most recent sales call, "Sales to the U.S. market represented approximately 68.5% of our revenues, a decrease compared to 71.9% in the previous quarter." The CFO also said they expect sales to remain ~70% U.S. through 2016.
  16. M

    SolarCity (SCTY)

    "SolarCity will begin producing the first modules in small quantities this month"
  17. M

    SolarCity (SCTY)

    Found this story on another Solar forum. There is a pretty large savings delta between Solar City and the two competitors. "According to Greenman-Pedersen's report, Solar City's proposal showed an annual savings in the first year of up to $94,525. Over 20 years, the city would save $2.95...
  18. M

    SolarCity (SCTY)

    DTE (Michigan utility) implemented an abnormally large increase to electricity rates this year of ~7-8%, effective July 1st, depending on the plan and usage. Of importance is the average cost per kWh (without the flat fees) went from a range of $0.12-$0.13 to $0.13-$0.14 on the base plan causing...
  19. M

    Georgia dealers sue to limit Tesla sales

    Governor has signed! HB 393 2015-2016 Regular Session
  20. M

    Michigan Superchargers (location speculation, discussion)

    I tried contacting Meijer corporate, but have yet to receive a response. I'll be sure to keep my eyes open when I'm driving around.
  21. M

    CPO Tesla on the way, can't wait!!!

    Would you mind sharing a little more info on the deal (price, mileage, options, etc)? I'm very interested myself and CPO prices are almost in my price range!
  22. M

    Michigan Superchargers (location speculation, discussion)

    I will be very surprised if that permit is for Tesla. Several Meijers in the area have a few 240V chargers. Meijer at Warren, MI:
  23. M

    EU Market Situation and Outlook

    By my calculation: Q2 - 192 Q3 - 282 Q4 - 223
  24. M

    EU Market Situation and Outlook

    Getting back to sales... Switzerland was posted. Looks like this will be the best month and quarter for Europe so far (even without my UK guess)!
  25. M

    Georgia dealers sue to limit Tesla sales

    Senate approved. Now on to the Governor! General Assembly OKs Tesla bill - Atlanta Business Chronicle
  26. M

    2015 Q1 Discussion thread for Delivery numbers, Earnings Report and Conference Call

    You are correct, just went back and reviewed the call transcript. Deepak and Elon discussed the topic and it sounds like they will show it in the next financial statement!
  27. M

    2015 Q1 Discussion thread for Delivery numbers, Earnings Report and Conference Call

    I would be interested to know how many CPO vehicles Tesla sold this quarter in addition to new vehicles, but I doubt they will break it out.
  28. M

    Purchased THREE (3) Tesla Model S inside of 90-days!

    How does the lease math work on your wife's 60kWh? Only ~$600/month is amazing does that include the trade-in knocking down some of the cost?
  29. M

    SolarCity (SCTY)

    @jhm Do you have a link to the bill or more information? When does it go into effect if passed? I wonder if SCTY will open house in Georgia right away since it's outside of their two current operating zones.
  30. M

    EU Market Situation and Outlook

    Final Feb '15
  31. M

    EU Market Situation and Outlook

    Does anyone have a good source for Tesla sales/registrations in Italy? It seems like Green start has stopped updating their market section and UNRAE - Unione Nazionale Rappresentanti Autoveicoli Esteri still lumps Tesla into the other category from what I can find.
  32. M

    EU Market Situation and Outlook

    @maoing here is what I have so far for Feb:
  33. M

    Legislation to Lift Ban on Tesla Sales in Maryland - Hearing on Feb. 19, 2015

    That video is painful to watch, but I'm glad Tesla seems to be getting more support overall. What is the next step? Will there be a vote of some sort soon?
  34. M

    EU Market Situation and Outlook

    Agreed. Year over year Europe came in almost double Jan '14. I think the weak demand overall (although it is mostly China focused atm) is being overplayed by the media/shorts. Should be exciting to watch this year.
  35. M

    EU Market Situation and Outlook

    Here's what I found for Jan '15 (UK is my guess and I'm missing Italy):
  36. M

    Where is the Model X Test Mule? Is there one?

    Will you post anymore teasers?!
  37. M

    Tesla Service Centers

    I got bored and put these charts together. I found approximate service center openings by tracking Tesla's website changes, sale estimates from insideevs.com, industry dealer count and industry sales from wardsauto.com.
  38. M

    P85D sighting / test drives

    I rode in a P85D at the St Louis store on Saturday (12/13). They said they were only allowing rides right now, but it was still a blast.
  39. M

    Short-Term TSLA Price Movements - 2014

    Elon will be speaking at the 2015 Automotive World Congress on January 15th, which coincides with the Detroit Auto Show (not sure if it means Tesla will be more likely to release any new news, but still interesting). World Congress -- Automotive News
  40. M

    EU Market Situation and Outlook

    Per a request, here is what I have for 2014 YTD (I'm missing just a few for November).
  41. M

    EU Market Situation and Outlook

    Updated November numbers:
  42. M

    EU Market Situation and Outlook

    In Oct '13 there was 1 Model S registered in Poland, but for Oct '14 there was 0. The dates on that article seem old, but it's hard to read from the translation. Look at: http://carmarket.com.pl/ranking.php
  43. M

    EU Market Situation and Outlook

    Should be an interesting November and December! (let me know if I'm missing any countries or have incorrect values)
  44. M

    EU Market Situation and Outlook

    October is coming in as one of the weakest months for Europe since Tesla started selling there. They must have cleaned house to meet/exceed their Q3 guidance.
  45. M

    EU Market Situation and Outlook

    Thanks Ingenieur! I agree my UK estimate is probably high, but at this point I don't have any better information to use (I don't know why SMMT won't separate out Tesla, I've emailed them but no luck). Judging from the forums I easily expect a few hundred units to have been sold in HK so that's...
  46. M

    2014 Q3 Data Points & Estimates

    According to the article Maoing posted: 3431-1543 = 1888 (not 1688) Here's what I have for Q3 based on registration and import data. Red are my estimates and I'm assuming HK isn't included in that China number. It's still possible for Tesla to meet guidance with their September push in the...
  47. M

    EU Market Situation and Outlook

    Maoing does that include Hong Kong? I calculated 1,633 registrations for Europe in Q3 (UK is still an estimate).
  48. M

    ZEV credits

    @uselesslogin last year Tesla received $3,464/ZEV Credit or $98,696/ZEV g/mi NMOG Credit so the upside for Q3 would be below that, which generates an absolute upper limit at ~$64 million for this year (Q4 '13 through Q3 '14). I'd guess they will show something between $40-50 million this quarter.
  49. M

    Short-Term TSLA Price Movements - 2014

    @AlMc Thanks for the reference! @techmaven There is no set rate for how much the credits are worth to my knowledge and I'm sure each automaker has unique transfer deals. Using last years average rate as the high side, Tesla could generate ~$54 million this year (they already showed $10 million...