Hogfighter
Professional Lurker
in your logic, how does the new orders affect the delivery date of existing orders which made a few years back? I would think it might be indication for slower X ramp up.
(sigh).
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in your logic, how does the new orders affect the delivery date of existing orders which made a few years back? I would think it might be indication for slower X ramp up.
in your logic, how does the new orders affect the delivery date of existing orders which made a few years back? I would think it might be indication for slower X ramp up.
Thanks. Anyone with think or swim knows where this data is?
Thanks.. I will have to open it in a laptop. Too much mobile app usage lately.Thinkback
Or some ither name I forgot. Orange button at the top right that allow you to go live through a day in the past and test your mettle.
No orders were made a few years back. Reservations sure, but orders were only made very recently.
And maoing I think you're well aware of the difference between reservation and order so what's your point exactly?
The only explanation is TM needs to take more time to produce XP90D, it could be more XP90D reservation coverted to orders, but with such drastic movement (3 months push out at least), I would think slower than expected production ramp up could be valid reason too.
For model X, all need to make reservation at first, then converted to orders. So I think those two concepts are inter-changeable for the queuing purpose. X90D was originally planned to start delivery early 2016, now pushed back to mid-2016. The only explanation is TM needs to take more time to produce XP90D, it could be more XP90D reservation coverted to orders, but with such drastic movement (3 months push out at least), I would think slower than expected production ramp up could be valid reason too.
Picked up our 2016 MS 90D this afternoon. Three other MS deliveries while I was there. Absolutely in love again with the product. Didn't realize how much I missed the MS. AutoPilot is AWESOME! Based on the ALL the deliveries commented on in Orlando I personally feel the dam has broken. In a great way.
Hang on folks!
For model X, all need to make reservation at first, then converted to orders. So I think those two concepts are inter-changeable for the queuing purpose. X90D was originally planned to start delivery early 2016, now pushed back to mid-2016. The only explanation is TM needs to take more time to produce XP90D, it could be more XP90D reservation coverted to orders, but with such drastic movement (3 months push out at least), I would think slower than expected production ramp up could be valid reason too.
I have no idea why this order is pushed back but I'm pretty sure the sky isn't falling. Could actually be....gasp, increased demand? Nah, not in your world.
edit - added "model s"
I have more balanced view, the reason I usually don't give positive views in TMC is because it's already enough enough in TMC, no need more noise.
FWIW, I'd appreciate hearing your balanced views. Your negative views actually give your positive views more credibility, which means positivity is not just noise coming from you. But when you censor your positive views you come across as biased negative and it turns into noise. I would suggest you don't have to balance the forum on your own, it's better to just be a balanced poster yourself.
Didn't you notice I've started long position a few weeks back, currently with 50%.
http://www.teslamotorsclub.com/show...g-Strategies?p=1274847&viewfull=1#post1274847
http://www.teslamotorsclub.com/show...g-Strategies?p=1283170&viewfull=1#post1283170
I think ACTION speaks itself if you can recall what I posted around end of March this year.
shouting down anything positive just in the name of "balance" is simply disingenuous.
Such as your constant assertions of "demand constraint", and now this Model X ramp.
I still think TSLA's growth is demand constrained and I benefited a lot from my assertion this year. In next a few quarters, due to model X backlog, so the demand constraints will be temporarily gone. That's one of the major reasons I start building long position, and I believe it'll come back again maybe late 2016.
Model X ramp is far disappointing than most investors can imagine. First, TM missed original 5K delivery goal; Second, TM will miss reduced 2K delivery goal in Q4; Third, the ramp up trajectory is still uncertain from many evidence compared to what TM claimed earlier;
Instead I have more balanced view
For model X, all need to make reservation at first, then converted to orders. So I think those two concepts are inter-changeable for the queuing purpose. X90D was originally planned to start delivery early 2016, now pushed back to mid-2016. The only explanation is TM needs to take more time to produce XP90D, it could be more XP90D reservation coverted to orders, but with such drastic movement (3 months push out at least), I would think slower than expected production ramp up could be valid reason too.
Not really. I just want to point out the flawed enthusiastic logic.
I still think TSLA's growth is demand constrained and I benefited a lot from my assertion this year. In next a few quarters, due to model X backlog, so the demand constraints will be temporarily gone. That's one of the major reasons I start building long position, and I believe it'll come back again maybe late 2016.
Model X ramp is far disappointing than most investors can imagine. First, TM missed original 5K delivery goal; Second, TM will miss reduced 2K delivery goal in Q4; Third, the ramp up trajectory is still uncertain from many evidence compared to what TM claimed earlier;
since you're clearly only capable of seeing the negative in everything, let's hear your explanation on this model S 90D delivery date getting pushed back? Production 90D estimated time frame changing
slow ramp? Everyone at tesla quiting, no employees to build cars? Shutting down line completely for weeks due to model X issues?
I have no idea why this order is pushed back but I'm pretty sure the sky isn't falling. Could actually be....gasp, increased demand? Nah, not in your world.
edit - added "model s"