Based on q2 financial results webcast, accessible from here -
Tesla - Events Presentations
Key takeaways -
1. Tesla is confident they can meet or exceed guidance for 2014, of 35k/yr.
2. Demand will be roughly split by half for models S and X, and will be roughly 40% US, 40% Asia and 20% Europe.
3. As mentioned in title, 2015 run rate expected to be 100k/yr.
4. By 2020 they expect 500k+/yr.
As for my speculation, during 2015 we will have a much better indication of what the true demand for Tesla models S and X, since currently demand is suppressed due to limitations on production. Since there are doubts around if Tesla will meet its q2 guidance, we should expect corrections in the stock price, provided Tesla meets its q2 guidance. In 2015 if the 100k number is any close to reality, we should expect dramatic corrections in the stock price since this significantly beats expectations, and speaks well for Tesla's chance of meeting the 500k+/yr by 2020.
I expect 2015 to be the year most of the correction to the stock price will take place, with another correction once the model 3 starts selling, in 2017 -18.
[edit: run rate, not deliveries]
Tesla - Events Presentations
Key takeaways -
1. Tesla is confident they can meet or exceed guidance for 2014, of 35k/yr.
2. Demand will be roughly split by half for models S and X, and will be roughly 40% US, 40% Asia and 20% Europe.
3. As mentioned in title, 2015 run rate expected to be 100k/yr.
4. By 2020 they expect 500k+/yr.
As for my speculation, during 2015 we will have a much better indication of what the true demand for Tesla models S and X, since currently demand is suppressed due to limitations on production. Since there are doubts around if Tesla will meet its q2 guidance, we should expect corrections in the stock price, provided Tesla meets its q2 guidance. In 2015 if the 100k number is any close to reality, we should expect dramatic corrections in the stock price since this significantly beats expectations, and speaks well for Tesla's chance of meeting the 500k+/yr by 2020.
I expect 2015 to be the year most of the correction to the stock price will take place, with another correction once the model 3 starts selling, in 2017 -18.
[edit: run rate, not deliveries]
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