WileyTheMan
Peanut Gallery Member
I'm fairly certain this will happen anyway, but not for some excuse like that. LR is simply available now and there are customers outside the US for them. Why not do it now?
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Not enough buyers for the LR Model 3's
- Thread starter derekmw
- Start date
The LR costs more than 40k to make according to all the teardown estimates. I think people often mistake the higher demand for AWD as a lower demand for RWD but there hasn't been any actual proof of that. The pictures of full lots get overblown, people seem to not think that cars need to be parked somewhere before being loaded on a truck for delivery. The most telling part of the lot pictures is that it is different cars/colors every time they post a picture, that says to me that the lots are just a middle ground for cars awaiting shipment.
It would be nice if it was a 35k car but it just isn't. I will actually be surprised if they get to 35k for the SR's without butchering the luxury of the vehicle. Cheap seats, trim, 16" wheels with hubcaps etc....
49K * 30% gross margin = $34K not 40K. Also German tear down says 28K per 10K production
I would expect lower quality materials. Why would they be that much better than comparable 35k vehicles?
T34ME
Active Member
Stop reading Seeking Alpha. It has no credibility, like a certain cable "news" channel.
no, there isn't. even if they somehow got that passed, the orange idiot in the white house would veto it.
That guy is so random you never know what will happen. That also assumes he is still in office by then...which is hardly guaranteed.
People are getting calls literally the next day to schedule delivery of their RWD models.
Tesla doesn't advertise. They are selling these many Model 3's without putting out TV & billboard ads. This compared to carmakers that spend millions on ads and yet still losing traction with their sales this year.
The more Model 3's are out there, the more people will want it. Demand won't be a problem. It's not as if LR demand is dropping without demand for other trims. Roughly 50% or more of the Model 3's being purchased are of Dual Motor variant (AWD/P). So if you read an article from an anti-Tesla place, they'll just tell you LR demand is going down....without mentioning that the Dual Motor demand has skyrocketed. That's "news" these days.
Tesla has demand levers they can pull...when they need to. Right now they don't need to.
The more Model 3's are out there, the more people will want it. Demand won't be a problem. It's not as if LR demand is dropping without demand for other trims. Roughly 50% or more of the Model 3's being purchased are of Dual Motor variant (AWD/P). So if you read an article from an anti-Tesla place, they'll just tell you LR demand is going down....without mentioning that the Dual Motor demand has skyrocketed. That's "news" these days.
Tesla has demand levers they can pull...when they need to. Right now they don't need to.
Well I kinda hope so - I want my RHD LR RWD in NZ ASAP! (did that make sense lol?)
I think you will actually see a spike in demand for the LR models as we head into the 4th quarter. If Tesla can deliver them by Dec 31. As the thousands of Model 3 hit the streets all over the US over the next few weeks, more people will see and discover the Model 3. When they find out that the tax credit decreases by $3500 Jan 1, it would be wise for Tesla to be able to offer a car to anyone who wants to take delivery of a Model 3. I bet Tesla could do "Delivery Events" like the one they had earlier this weekend all over the country, but make them open to non-reservation holders and unload hundreds of cars a weekend. The traditional dealers here who hold "sales events" at the mall here would drool for the kind of sales Tesla would have at a similar event.
artsci
Sponsor
Plain and simple, Seeking Alpha is not a trustworthy source for anything Tesla related. You can use it to track your portfolio, but basically regarding Tesla it should be called Seeking Prevarications.
Tesla delivers a few token SR Model 3s at the end of the first half of 2019. Deliveries of significance does not happen until back half of 2019.
There are plenty of LHD in countries other than the US that would gladly take that car.
SA is a joke for Tesla news. Tesla would have been dead 10000 times by time according to all their "facts".
There are plenty of LHD in countries other than the US that would gladly take that car.
SA is a joke for Tesla news. Tesla would have been dead 10000 times by time according to all their "facts".
AnarchyEOD
Member
The person who wrote this is a TSLA short, as evidenced in the photo below from that article. Almost every article I’ve ever read by them, especially the negative ones are written by shorts.
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Some of you are ****ing hilarious - going on and on about how the M3 doesn't deserve to be made yet, shouldn't have certain materials. THE CAR WAS DESIGNED FOR THE 35K PRICE POINT. They had two different presentations on it
I'm tired of people shitting on the basic model - you seem too uppity, like it is *sugar* or something. The only reason Tesla isn't producing it now is because they want to be cash flow positive and not have to go to the markets - THAT'S IT.
As far as I'm concerned, you don't work there and make the decisions - the official website says 4-7 months depending on your reservation place etc....THEY'RE GOING TO ****ING MAKE THE CAR SOON.
So get off you high horse because if they relied on the market already, the SR would be out in public.
I'm tired of people shitting on the basic model - you seem too uppity, like it is *sugar* or something. The only reason Tesla isn't producing it now is because they want to be cash flow positive and not have to go to the markets - THAT'S IT.
As far as I'm concerned, you don't work there and make the decisions - the official website says 4-7 months depending on your reservation place etc....THEY'RE GOING TO ****ING MAKE THE CAR SOON.
So get off you high horse because if they relied on the market already, the SR would be out in public.
chronopc
Active Member
I'm really surprised that doing this kind of thing isn't illegal. Apparently it's perfectly find to spread FUD.
EVSteve
110% Solar Powered
General rule of thumb. If the article is from Seeking Alpha your time is better spent elsewhere.
