I received the information secondhand from a participant who was on the call and I have a high degree of confidence that the individual has the information accurate. Unfortunately, I cannot locate a recording of the call that is available to the public. Also, I'm curious as to why the journalists on the call did not publicize the detail that Tesla gave about order numbers. I haven't seen any article that references the delivery numbers as stated above.
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Short-Term TSLA Price Movements - 2015
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I received the information secondhand from a participant who was on the call and I have a high degree of confidence that the individual has the information accurate. Unfortunately, I cannot locate a recording of the call that is available to the public. Also, I'm curious as to why the journalists on the call did not publicize the detail that Tesla gave about order numbers. I haven't seen any article that references the delivery numbers as stated above.
One of the articles linked on here over the last few days also mentioned these numbers from the call. I'm afraid I don't remember which article. It's good to have it confirmed by another source though.
Update: actually I think it was the Credit Suisse commentary.
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Citizen-T
Active Member
I think it was a link with similar, but not the same numbers posted by Curt Renz few pages back:
Short-Term TSLA Price Movements - 2015 - Page 1031
Short-Term TSLA Price Movements - 2015 - Page 1031
I wonder why this wasn´t discussed here! Or did I miss something?
This makes the talk about the referral program being due to lack of demand quite senseless, doesn´t it? Maybe that was why it was suppressed in some news outlets so they could make a bear story out of it?
One technical detail though - US was up 30% YOY in Q2, Asia orders doubled from Q1 to Q2, that is clear, but Europe grew 60% in what timframe?
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It's a weird that it wasn't more widely mentioned in the press, but Credit Suisse described it as a 'Reporters round-table'.
Europe was also YOY, according to the Credit Suisse commentary on the referral programme.
O.k., the link thatCurt provided has text that is not identical to his quote, so it must have been changed later - it reads
That is exactly what Blurry posted, and also clarifies my question above (Europe orders are up 60% YOY)
Great!
Shouldn't Tesla require the reporters to publish the information provided at these calls? How can this not be considered a kind of insider trading?
hockeythug
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Strange that this info was buried. I was curious as to if there was a Q&A after or not.
jhm
Well-Known Member
Teslas gigantic factory in California shot in glorious 4K video by a drone : TreeHugger
Chicken soup for the Tesla soul.
Chicken soup for the Tesla soul.
Don't forget it's going to be essentially self-driving on the freeway, that alone seems like a pretty big thing. And if they can rig the air suspension to give it decent clearance it could off-road as well as a Jeep.
In terms of off roading the low battery is probably going to get in the way, but I really think that tesla sees this as a road vehicle first, second and probably third with maybe more clearance to help in deeper snow. I think that the lux suv category sales (X5, Q7...) really isn't driven by off road capability - although a minimum level of competence is needed to qualify.
My opinion is that Model X uptake is really going to be about the interior space and configuration. I think there is a real chance that we may see a real luxury second row option (w/o 3rd row) as well as a much better third row option than the X5 and Q7.
And I am of the strong opinion that we will get the launch in next 6 weeks
sub
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No vehicle is really off road capable off the showroom floor, dirt roads yes but not true off road. The model S will handle dirt roads so the X will be fine. What I see happen with luxury SUV's is once they have lost a significant portion of their value then the off road crowd picks them up and modify starting with adding protection to the underbody (skids/sliders and bumpers). This same protection could be added to the X by aftermarket companies.
I have an old 1994 Landcruiser that was 55k new, I bought it used for $4500 about 4 years ago and have put 3-4k into making it more off road worthy. It wouldn't do much better than an X off the lot and it is a legendary off road SUV. This will be the only ice vehicle I hang onto, it's driven less than 100 miles a month for towing, dogs, cargo and when I need space for 8.
I have an old 1994 Landcruiser that was 55k new, I bought it used for $4500 about 4 years ago and have put 3-4k into making it more off road worthy. It wouldn't do much better than an X off the lot and it is a legendary off road SUV. This will be the only ice vehicle I hang onto, it's driven less than 100 miles a month for towing, dogs, cargo and when I need space for 8.
RationalOptimist
Member
US DELIVERIES were up 20%. Elon is quoted as saying ORDERS are up 30%. For those facts to be reconcilable, either US backlog should have increased in Q2 (which I don't think happened)...or it must have decreased during Q2 2014. It's also possible Elon misspoke at what seems to have been an informal event, or that he was misquoted.
Did I miss something? Where did he say deliveries were up 20%? That seems remarkably low considering global deliveries were up more than 50% in q2 yoy.
RationalOptimist
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Ah, was assuming Hobbes' number. But I agree, seems low. Hobbes, do you have source for that 20%?
I mistyped, it was up 30% not 20% (that is orders for US in Q2 yoy)- source linked in my later post:
Tesla Motors, Inc. (NASDAQ:TSLA) - Why Tesla Referrals Aren't A Bad Thing For The Stock | Benzinga
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