November 12th 2013: Andrew Ross Sorkin of DealBook interviews Elon Musk.

[Benz]

November 12th 2013: Andrew Ross Sorkin of DealBook interviews Elon Musk.

Here is a link to the article with the video: http://dealbook.nytimes.com/2013/11...ss&utm_source=dlvr.it&utm_medium=twitter&_r=0

 

[Benz]

Elon Musk says that at Tesla they now have almost 25,000 on the road.

Interesting.

Let's do some calculations.

Tesla Roadster: 2,500
Tesla Model S: 2,650 + 4,950 + 5,150 + 5,500 = 18,250 (2012 + 2013 Q3)
Total: 20,750

The remaining part would have to be sold in October en almost half of November (say almost half of Q4 2013).

And how much would that remaining part be? Somewhere between 3,000 and 4,000? Let's be conservative and assume that the remaining part is 3,000. Then that would mean that deliveries in Q4 2013 will be 6,000 (AT LEAST). Right?

 

[Mario Kadastik]

And how much would that remaining part be? Somewhere between 3,000 and 4,000? Let's be conservative and assume that the remaining part is 3,000. Then that would mean that deliveries in Q4 2013 will be 6,000 (AT LEAST). Right?

They guided for 6000 in Q4, expect them to beat by 10% or so i.e. 6500. That'd mean that if we can take it literally that there are 25k cars (Elon might have readily rounded off 24k to 25k etc), then it means there are already ca 4000 deliveries done and half a quarter left with another 3000 or so added would be 7k. Unless they increase pipe stuffing the Q3 in transit vs Q4 in transit shouldn't change much so produced = delivered. If they do increase the stuffing, then we might see another 500 or so put away for deliveries etc meaning that it'll be anywhere from 5500-7500 ...