I'm honestly trying to figure out why people think they sign an NDA before a tour, if it's believed that anything confidential should be hidden from view. What do people think the tour NDA actually covers?
Some of us live under NDAs all the time and they are kind of alien to many others. I've signed so many NDAs in my career I've lost count. Some seemed like CYA NDAs, (ie I wasn't really being shown anything all that proprietary, but they wanted to make sure they were covered in case something slipped through) and other times they were serious NDAs and I'd be looking at serious intellectual property. I also live with a lawyer, so I tend to take contracts seriously as a general rule.
Considering any Tesla owner or someone who has a car in production can get a factory tour with no screening, I think the factory tour NDA falls more under the CYA kind. However, I would be cautious about disclosing anything I saw that was unusual, but then I tend to err on side of caution in legal matters. I've never been sued and I don't ever want to be.
That said, I would not be surprised if Tesla is producing the Model Xs for the stores in NA right now. Possibly some destined for other continents too. Most of the reporters who drove the Model X at the launch were based in North America or worked for an organization large enough to send a reported to California from another continent. There are a lot of news organizations in other countries that would love to run a Model X story, so they may be building some to ship to the marketing people in various countries to loan out to reporters and generally show off the car.
News that 6 Model Xs were seen at the factory on a tour might nudge the stock a little bit, but overall it's not a huge thing. Now news that someone saw a Model 3 somewhere on the factory tour would probably be an NDA violation Tesla may pursue. Especially if someone got pictures. And it is possible there are some Model 3 parts at the factory in some workshop or something. They are probably working on the drivable prototypes now.
My 2 cents...
- - - Updated - - -
I don't see how a whopping total of 6 Model X undergoing final inspections could possibly be material to the value of TSLA shares. We don't even know if these are vehicles going to actual customers. What's material is the production ramp rate and whether Tesla Motors will meet Elon's prediction of hundreds of units built per week by year's end.
Actually we don't know they were newly produced cars. They could have been 6 mules that had some re-work to bring them up to current spec and they were going through re-inspection before going back into testing. If they are doing some tests on almost production ready stuff, they might want the mules to go through as close to the final steps of manufacturing as possible.
They may also have been newly built Sig cars, demo cars, or more Founders cars. It's all just wild speculation. The only actual fact was there were 6 Model Xs in the inspection area at the factory.
