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I disagree. I think we have reached a peak and now the question is if Tesla can keep this level of sales or if they maybe drop off.this is not important to the intrinsic value of Tesla
Anecdotally, I've seen more new Modrl X's lately, including neighbors across the street. I think it likely that sales are softer coming up to model 3 production, but maybe they are just getting a little more production from the three shifts? I voted 23-25, but hopefully I've got the under. If they are selling 80% of production and shipping 20% for inventory sales and running at capacity, they should build 27,500 to 32,500 assuming they are at 2500 a week.
Is 22500 your Q2 estimate, or Q2 to date.Q2 Vins so far for MS/MX (as of 6/13)
12100 9030
Prod (MS/MX)
12100 11500 = 23600
Delivery
12400 10100 = 22500 (47,500 for H1)
I have to think possibly a few Model 3 "Production" cars are delivered to employees by June 30 to be included in the Q2 ER as news. Hong Kong should be stagnant for Q2 due to the push in Q1. China is an outlier.
For the quarter. Only "to date" that I have is Vin #s.Is 22500 your Q2 estimate, or Q2 to date.
A "fantastic" beat of whose estimates? Your estimate?For the quarter. Only "to date" that I have is Vin #s.
Q1 was a "fantastic" beat of estimates based on Hong Kong and China activity. But does it match Denmark in how it blossomed and died after the incentive loss or not, depends on whether the ordering trend goes to Model 3 now or stays with MX/MS later in the year.
A "fantastic" beat of whose estimates? Your estimate?