Ukland Wombat
Member
IMPORTANT: It is not in Tesla's interests as a business to comfirm it's reservation numbers. This is proprietary strategic information. The Australian store staff reportedly confirmed that they won't. There is no reason for them to change this policy which they have progressively strengthened over the years. As soon as they give this datapoint potential competitors in China for example can work up a quantifiable investment case and US obstructionists can build a quantifiable case for an anti-Tesla lobbying and without it they are left to guess in the dark not knowing something that Tesla knows while the doubters and deniers help suppress competitive and obstructionist resolve on Tesla's behalf.
Best not to build hopes on a datapoint reveal for a short-term stock pump. That is not how they roll.
The first time Tesla uses this information will be in trade for massive material gain FOR THE BUSINESS - i.e. Incorporated in the prospectus for a massive minimally dilutive and ridiculously low-interest bond sale, NOT to help speculators to cash out of short term calls. The most likely timing for this IMO remains around the Q2 ER where the reservation account total becomes public information unless they apply to the SEC for confidentiality - which I think is unlikely. This is also the timing when the longer term reservation trends for M3 will be solidified in data and coincident with when Tesla has stated it will start the big push for pre-production capacity ramp CapEx. Anything prior to that would be opportunistic but suboptimal from a strategic perspective and this management team is way smart enough to know it.
Julian, I think most who post here are greatly underestimating reservation numbers if the M3 will be shown to have enough 'wow' about it. (Won't expand here but just say I did in reply to Lango in this thread a few minutes ago.)
My point being: If reservation numbers are staggering (yes that is my guess) we will be treated to a running tally maybe even broken out country by country. My bet is Musk is thinking bigger than just TM here.