This is my primary source of doubt in the 200k in July theory. S/X delivery estimates would have been pushed to July, not June.
nah, not yet, see comments above
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This is my primary source of doubt in the 200k in July theory. S/X delivery estimates would have been pushed to July, not June.
Elon & Team need to start producing the Model 3 in volume before the upcoming market downturn - currently expecting it by end-18 to early-19.
Or else.
This is my primary source of doubt in the 200k in July theory. S/X delivery estimates would have been pushed to July, not June.
It's really only doable if they are planning to deliberately make a huge miss on the M3 production targets for end of Q1 and Q2. End if they were doing it, it would make no sense to have US and EU deliveries for S/X on June. Instead push out US to July and bring EU in to May.
That does not make any sense. Instead they just ship everything to outside of the US. Enough demand there I am sure. You US folks sometimes forget there is a whole other world out there![]()
In that theory, I wrote that I thought that part of doing this would be building inventory (not custom ordered) cars for international S/X. If this is still needed, and is part of what they are planning to do, custom S/X for EU showing June is consistent with this. If they are going with extra inventory international cars, they want to prioritize getting those out ahead of custom international cars, so the inventory cars have a better chance (more time) to be sold in Q2 to keep actual numbers in the range of delivery/revenue expectations for Q2.
In Australia delivery is listed as late May 2018 for both Model S and Model X.
We are a very small market for Tesla's though.
There is also the matter of China and to a lesser extent S Korea. Where Teslas can be shipped and delivered in Q2 to both make numbers and not cross the 200kth threshold in the USA.
Hmm. Because they’ve not completed the west coast landing pad?Mission was a success. No attempt to land first stage, as planned.
Hmm. Because they’ve not completed the west coast landing pad?
"Can't let them pile up like Coke cans." -- Elon.no because it is a older hardware booster that they could only refly once anyway.
But let’s not forget Elon time where June often turns to July.This is my primary source of doubt in the 200k in July theory. S/X delivery estimates would have been pushed to July, not June.
They were going to try and catch the fairing though. Hope they have a camera drone nearby to catch the image for us!"Can't let them pile up like Coke cans." -- Elon.
Hey, TSLA is up more than 3% on volume above average, DJI only 0.5%, and you are discussing coke cans?! What´s up? Any news?