Definitely.
That 200k is based on vehicles sold for use in U.S. Easy enough to delay new car sales to Q2. More CPOs at end of Q1?
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
That 200k is based on vehicles sold for use in U.S. Easy enough to delay new car sales to Q2. More CPOs at end of Q1?
I didn't address it because an unsubstantiated anonymous rumor wasn't germane about the point I'm making about the official statement Tesla has released moving it's 2020 year end production goal to 2018.
Clearly not only the end goal had to change, but all the interim goals did as well. That article you quote says design/engineering was completed 13 months ahead of schedule, so clearly to meet the end-of-2018 goal the ramp was also going to have to be compressed.
So you are the one that estimated they are 7 months behind the revised goal. Fine. Call it 10 if you'd like, I don't care. My point is that they are doing it well ahead of what was originally stated as the end goal.
Benzinga - this morning: Tesla's Q4 Model 3 Miss: Adam Jonas Says Buy The Dip (NASDAQ:TSLA)
Last edited:
Buddyroe
Active Member
Just so you know, I am prodding you for this info because I am using it elsewhere for the same argument. I apologize.
I actually tried to account for that by including all 2013's (22k) into the count. The 4k in 2012 and roadsters would be offset by the rest-of-world 2013 deliveries. But there's still a 12k difference between my numbers and Troy's. I'm more inclined to believe Troy's as well, but am holding out hope that Troy missed something in his count.
Quick note that non-CA owner invites for day-one Model 3 reservation holders are starting to spit out in greater numbers today. There are a few folks chiming in here. I would expect based on the varied locations given that there was a decent-sized non-CA invite batch sent earlier this AM.
Earlier today I posted my first negative comments about the poor way the M3 ramp was communicated.
But just now I received my configuration invitation, so all is forgiven!
Chicago MS owner, so the ramp is definitely underway.
But just now I received my configuration invitation, so all is forgiven!
Chicago MS owner, so the ramp is definitely underway.
ValueAnalyst
Closed
yep, Virginia previous owner here - just got my invite to configure. Decisions, decisions
how badly do i want that AWD
Waiting4M3
Active Member
Paracelsus
Active Member
yep, Virginia previous owner here - just got my invite to configure. Decisions, decisions
Same delima here..........just got the invite, and have always planned on the AWD version Model 3 since we live in very rural Northern Idaho. But it would be nice to be assured of the tax credit this year as well. Given some of the discussions on the board today regarding expected date to reach 200,000 vehicles we may ultimately have to decide between a 2 wheel drive Model 3 or an AWD Model S if we want the tax credit. And the irony is that the only vehicle we need to upgrade on our hobby farm is our pick-up. If the semi truck drawing of the pick-up was real and seated two people up front I would probably just upgrade to that instead.
You could just wait until this summer when more clarity on both comes up. From what we have seen, you can just sit on the invite, and it's not like the tax credit just disappears.
Edit* You actually liked the drawing of the pick-up?
ValueAnalyst
Closed
there are people who reserved it online who are getting invites. This round has to be in the several thousand range. All Jan delivery.
Paracelsus
Active Member
Thanks @Mkorpal. And yes, I did like the 'pick-up' concept (both size and capacity). We are in the process of selling a Mercedes Sprinter RV conversion (Roadtrek AgileSS) and are looking at options that are more more robust for our needs. I was considering building our next RV on a Mercedes Unimog frame - similar to the Global Expedition RV's. The Tesla pick-up concept could be a wonderful replacement for the Unimog on many levels. And I fully expect to see Supercharging capacity along the entire PanAmerican Highway at some point. So while all options are open to get us from Alaska to Tierra del Fuego and all around North America in the longer term, in the timeline we are looking at with a personal build of the expedition camper I think it might be a fit for us. And it will certainly haul a few sheets of plywood for our next barn project in the meantime.
Esme Es Mejor
Member
As a CA owner who hasn’t been invited to configure yet, I am outraged!
Not really, though. I didn’t make a reservation until March 2017, I’m waiting for dual motors (& maybe performance), and loving my 75D.
It’s great to hear that the launch is going nationwide.
DurandalAI
Member
I also wouldn’t be surprised if they’re trying to spread out the deliveries to not max out any one delivery center’s capacity.
I appreciate your contrarian perspective, and hope you stick around.
Credit where credit is due on your expectations for the ongoing ramp. I agree they are not sandbagging the 2.5k timeline.
Where I disagree with you most is valuing TSLA as a traditional automaker and ignoring their competitive moats and the premium valuation the market wants/continues to give them. Maybe the time for more standard valuation will arrive, but IMO not while they have potential Y/semi/roadster/solar ecosystem/FSD still teasing the market with their potential or 'potential'.
Credit where credit is due on your expectations for the ongoing ramp. I agree they are not sandbagging the 2.5k timeline.
Where I disagree with you most is valuing TSLA as a traditional automaker and ignoring their competitive moats and the premium valuation the market wants/continues to give them. Maybe the time for more standard valuation will arrive, but IMO not while they have potential Y/semi/roadster/solar ecosystem/FSD still teasing the market with their potential or 'potential'.
Johann Koeber
Happy Owner
No reason to delay.
Just send them elsewhere. Canada? Europe?
I'll be happy to take mine anny time
- Status
Similar threads
- Locked
- Article
