Anti-Tesla Gibberish

[CapitalistOppressor]

Where did someone get the bright idea to associate deliveries with sales? Autodata never even mentioned sales, but every article since has been pointing out a "decline in sales".

Like - what would have been the U.S. May delivery numbers if Tesla sold 10000 cars? Or what about 0 cars? Would it have been anything other than 1425?

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There's no paywall there. The author's motivation is to get the price down since he shorted at $50. (Read his previous articles on it).

Deliveries is the only way we have to track sales in North America, now that the reservation system has been discontinued. There is no problem with the methodology. The problem is that folks are misinterpreting Autodata. The delivery numbers they are comparing to including all North American deliveries, while the Autodata estimate is only the U.S.

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Where did someone get the bright idea to associate deliveries with sales?

Oh, and to answer your question. Me?

Tesla Model S - The #1 Brand in America - Blogs - Tesla Motors Club - Enthusiasts & Owners Forum

 

[CapitalistOppressor]

This is actually more like pro-Tesla Gibberish:

Tesla's Spilled Secret May Be Its Smartest Move Yet

Commenters have already mentioned that the plans for Gen III are hardly a secret.

Lol, yes I've been seeing maybe more Pro-Tesla Gibberish lately than Anti. Amazing what a year does, lol... :biggrin:

 

[deonb]

Deliveries is the only way we have to track sales in North America, now that the reservation system has been discontinued. There is no problem with the methodology. The problem is that folks are misinterpreting Autodata. The delivery numbers they are comparing to including all North American deliveries, while the Autodata estimate is only the U.S.

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Oh, and to answer your question. Me?

Tesla Model S - The #1 Brand in America - Blogs - Tesla Motors Club - Enthusiasts & Owners Forum

Yeah, ok, fair enough. The delivery numbers are a good way to judged finalized sales (and thus income for the quarter). Obviously there is the Canada issue as you mentioned. I was thinking of a 'sale' more as when someone places an order, which isn't quite the same metric.

However, the main problem I have is that all these articles draw the conclusion that low deliveries == low demand. E.g.:
"According to this Investors.com article, Tesla had a 12.7% sales decrease in May (not including sales in Europe, which Tesla has not wanted to publish), which may confirm a lot of theories that after an initial sales boom from the enthusiasts sales will quickly slow"

To that I would like to bring up my point that the demand & orders placed could have been 0, 1425, or 10'000, and deliveries would have been exactly the same.

 

[JRP3]

I really don't think we need a specific SA thread for TSLA gibberish, the existing gibberish thread serves the same purpose. Mod merge?

 

[Robert.Boston]

I really don't think we need a specific SA thread for TSLA gibberish, the existing gibberish thread serves the same purpose. Mod merge?

Here in the Investor subforum we don't have a investment-specific gibberish thread. I've renamed this one to serve a slightly broader purpose.

 

[JRP3]

That still leaves two separate threads for Tesla gibberish, I don't think there is such a large volume of gibberish to require such, and often such articles contain technical as well as financial gibberish, how do we differentiate? I vote we just merge this into the other thread and keep it simple. We already have a Tesla specific thread and a general EV thread.

 

[mitch672]

That still leaves two separate threads for Tesla gibberish, I don't think there is such a large volume of gibberish to require such, and often such articles contain technical as well as financial gibberish, how do we differentiate? I vote we just merge this into the other thread and keep it simple. We already have a Tesla specific thread and a general EV thread.

I beg to differ. It MUST be on the investors subforum, many of these "articles" are specifically designed to crush the stock price from shorters, those of us who are long need to be aware of these, and we don't want it buried in the other thread. I hardly ever read the other thread, only so much time in the day. Feel free to ignore this thread if it bothers you. Not everything has to be consolidated into 1 thread.

 

[mitch672]

More fodder, really starting to smell nasty over at "Seeking Mediocrity": GM Just Curbed Tesla - Seeking Alpha

They still don't get it, Tesla has no competition, the Volt is not competition, it's not a full EV, the Leaf isn't competition either, doesn't have adequate highway range.... Just going to throw my hands up, these "authors" are less than clueless.

 

[Norse]

love their timing on the articles, im getting Money in to buy tmrw

 

[JRP3]

I hardly ever read the other thread, only so much time in the day. Feel free to ignore this thread if it bothers you.

That's the point, now I have another thread I have to follow, and no good reason for it. Any article with Tesla FUD has the potential to affect the stock price, so if that's your concern you should be reading all of it, which could be handled by one thread, as it has been.

 

[vfx]

Another vote for merge. They will end up being the same because any "Anti Tesla Gibberish" article in a major publication will end up in both. Please merge.

 

[Robert.Boston]

Fair points. All anti-Tesla stuff is, in effect, an attack on the stock. I'll merge (or get it merged).

 

[Doug_G]

After seeing your note, Robert, I went ahead and merged. FWIW I thought it was redundant also.

 

[huntjo]

I can't believe I just wasted a page and a half reading you morons arguing whether or not to merge threads. Does that classify as "pro-Tesla gibberish?"

:wink:

 

[NotTarts]

I'm seeing a bunch of articles over the internet stating the price of the Model S to be $90,000. Does anyone know where this comes from?

 

[Citizen-T]

I'm seeing a bunch of articles over the internet stating the price of the Model S to be $90,000. Does anyone know where this comes from?

Probably average selling price from the last quarterly report. I didn't go check,but I think it is somewhere around there.

 

[fastcars]

I know Model S is luxury car with EV as great selling point but again that makes following argument

Okay I am new to tesla forum but not the car world. ModelS is great EV, but price is too high.

I don't drive a lot & annually around 9,000 max. If calculate the average of 25 it will be 360 gallons x 4 = 1440 (even if I drop average to 20 it will be $1800 per annum for gas)

Now if you look at the Model S price and gas expense, I am not sure what to make (considering I have 4 years-old ICE car)

I want a next car as EV but cost of existing EV make little sense (Nissan, ford, Honda & GM has limited range EV). Hybrid like the prius makes a lot of sense with 150k mile's battery warranty & reasonably price with solid dependability.

I am pretty sure people are buying Model S to feel the joy of driving great luxury car but saving on gas if you're comparing with many ICE car owners makes me wonder...

 

[fastcars]

Model S is comparable to high end luxury cars like A8 or porsche or BMW. If you are buying any of ICE car above $60k you should look at the ModelS (again 85 goes around 100k).

People say that it is great EV and save you on gas for long run with ZERO maintenance. Again, I am lost and confuse that company stock goes up on 100k car (10/10 rating) with limited market cap and just for Q of profit.

I know in future they will have gen 3 with 30k and super charger etc but still confuse...

 

[jvonbokel]

Model S is comparable to high end luxury cars like A8 or porsche or BMW. If you are buying any of ICE car above $60k you should look at the ModelS (again 85 goes around 100k).

It sounds like you just answered your own question, but it varies from person to person. For me, I used to dream of owning a Mustang GT (~$40k). I had been following Tesla for years, all the while saving up for my Mustang, assuming the Model S was out of my price range. Then I saw a Tesla in person (beta model @ DC Store) last June, and it blew me away. I did the math, and the price difference vs the Mustang would be made up in 6-8yrs depending on the cost of gas. I got my Model S in January, and I've loved every minute of it. A friend of mine has a 2012 Mustang, and when I gave him a ride, he said the Model S is more fun! (plus I can carry 4 adults comfortably)

P.S. Mine is an 85 and the sticker was only $83k ($71.5k after tax credits in IL). You must be looking at the Performance Model, or "P85" as it's commonly referred to.

 

[Mycroft]

fastcars, the gas savings are a very small part of the purchasing equation. Much more important is the driving experience.

Set aside the green sentiments and the desire to get the US off imported oil as soon as possible. Set all that aside and focus on the driving experience and the performance of the car.

- One pedal driving
- Unmatched acceleration
- Ultra quiet - If you want the roar of a V-8 or V-10, then the Model S is not for you.
- Unmatched tech - Screens that are actually usable! Features that are, and will continue to be, added and improved long after the sale.
- A full tank every morning, just like your cell phone. - no more nasty gas nozzles and stations!
- Unmatched cargo capacity for a four-door sedan

If you want to save money, buy a used Ford Escort. If you can afford it, and want an unmatched driving experience, then buy a Model S.

Is that worth having to wait 20 minutes to charge up at a SuperCharging station on the occasional, relatively rare, long distance drive?