mutle
Member
I was wondering about the same thing. Is it possible that they didn't get any deliveries in March because they received a big batch earlier?
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I was wondering about the same thing. Is it possible that they didn't get any deliveries in March because they received a big batch earlier?
j0hn
Member
Having Elon at the production line seems to be paying off it this is any indication !
HG Wells
Martian Embassy
I suspect that these vin's are not the same as other vins.
Any one know if they have been checked for indicating new OPTIONS ?
Any one know if they have been checked for indicating new OPTIONS ?
Reciprocity
Active Member
Unfortunately it just means that VIN registration is running so much ahead of actual production that we can't use it anymore as an indicator of anything. I would not be surprised if this is a deliberate attempt by Tesla to reduce visibility on production rate.
It may mean that. We'll need to wait a couple weeks to find out.
The mini model 3 reservation gifts also requires a VIN for completeness. Once all 1st day reservation holders get their M3, there will no longer be any lead on this.
Can any one who has received their gift look and confirm the VIN, on this hunch I have
Like I said, we can't use it to try to devine what the actual production rate is. We need to wait for other indicators.
I´d think it could be used in combination with assigned VINS and/or highest assigned VIN like someone here suggested a few days ago. See if all three tell the same story and see if a time-lag that makes sense emerges. Yes? No?
Yes. And if you do that (combined with the 8-K from Tesla) you will see that that no sensible time lag from VIN registration to the rest of the indicators merges. Which is why I make the conclusion that I make. But apparently no one agrees, yet no one has tried to reconcile the data.
I think you mean derive.
But perhaps this has become so convoluted that 'devine'' (we´ll imagine it has an ''i'' there) is required.
Ok. I´ll find the door.
Your initial conclusion read (to me) that the VINs no longer have a tight correlation to production. This may or may not be the case. If the production did have a step change, the production rate may indeed match the VIN rate. It could also be that Tesla has another reason to pull so many VINs. At this point, I don't think we have the data needed to say which is the actual situation.
@Iceman
The use of 'divine' was correct. While it can mean heavenly being, it can also mean to probe the depths and discover the truth.
di·vine
dəˈvīn/
verb
verb: divine; 3rd person present: divines; past tense: divined; past participle: divined; gerund or present participle: divining
dəˈvīn/
verb
verb: divine; 3rd person present: divines; past tense: divined; past participle: divined; gerund or present participle: divining
- discover (something) by guesswork or intuition.
"his brother usually divined his ulterior motives"
synonyms: guess, surmise, conjecture, deduce, infer; More
discern, intuit, perceive, recognize, see, realize, appreciate, understand, grasp, comprehend;
informalfigure (out), savvy
"Fergus divined how afraid she was"- have supernatural or magical insight into (future events).
"frauds who claimed to divine the future in chickens' entrails"
synonyms: foretell, predict, prophesy, forecast, foresee, prognosticate
"they divined that this was an auspicious day" - discover (water) by dowsing.
- have supernatural or magical insight into (future events).
Not meaning to side-track any existing discussions, but Schwab's just requested to borrow TSLA shares for their shorts. The last time this happened was WAY BACK in 2016. I guess the short interest has gotten higher.
And Fidelity is now paying 1.5% to lend out (rebate rate), up from 1.25% yesterday.
ValueAnalyst
Closed
I agree. I don't expect Model 3 to reach 4k/w+ rate until May at the earliest, and VINs being registered this early doesn't align with other data.
Tesla delivered massive batch of 2,000 Powerwalls to Vermont electric utility, only ~10% installed
On the other hand, Powerwall is growing multiple times quicker than I had projected for 2018. This is not priced in the current stock price.
Does anyone know approximately how many hours it takes to install a Powerwall?
Agreed, as long as the buyer has a long-term time horizon (i.e. two years or more through the next recession).
Very dependent on the existing electrical, and local permitting/ inspecting process. Actual work could be done in a couple hours or less (best case).
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