FredTMC
Model S VIN #4925
Yep and you won't be able to get a base model when deliveries start. The fastest way to get a model3 is order a fully loaded one. This is no different than ordering MS or MX
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Yep and you won't be able to get a base model when deliveries start. The fastest way to get a model3 is order a fully loaded one. This is no different than ordering MS or MX
dc_h
Active Member
There is a secret agenda, Elon published it in 2006.
I specifically didn't make a reservation in order to avoid being tempted to buy a second car when I don't need or really want one. I intend to keep my Model S until at least 2021 when the extended warranty expires, and preferably at least a couple of years past that.
But if the Model 3 waitlist starts stretching into 2023, I might have to make a reservation!... But I hope Elon will manage to expand fast enough to avoid that level of backlog! If they were making them all at the Fremont factory and we assumed Oil4AsphaultOnly's ramp-up projections, that would require over 1.7 million reservations. Surely that many would lead to the prompt construction of a second (or third) factory and reduce the wait time.
Yep. For an interesting case of a company working on a different market segment, BYD is quite successfully taking leadership in the city bus market. (I expect school buses and charter buses will be next.) Proterra and New Flyer offer competition, but BYD is currently ahead.
For another example, there's a race to win the electric motorcyle market. At the moment I think Zero is winning but it's still a tight race with a couple of competitors.
Nobody's made inroads into the panel van market and it's a no-brainer.
The pickup market is *wide open* and Tesla seems to be too busy to move in on it yet, though Musk has mentioned plans...
This is a very interesting point. In fact, if I were a savvy marketing and advertising exec, I'd be looking to push Tesla for free - the halo-effect of having them on your books would be phenominal
Now that some seem more open to discussing a capital raise before Q1 ER, I picked up yesterday's post by Julian.
Nice to see you speculate about a raise soon (rather than H2 which you argued for recently for reasons of cash flow and de-risking). Also, got fun out of your list and your line below:
[Requote from above in Julian's list ]:
"....7. Analysts firms knock on Tesla's door and badger Musk for an appointment to be book runners for a fundraiser - but he says get lost!"
Yes I definitely agree there, IMO he will really say get lost in no uncertain terms. But thereafter it will play out quite differently, I think:
He will not take the banks into his confidence. To do so at this point would be fatal. Not at all.
This is the moment Musk will turn the tables on all the Investment Banks. He will tell them to go home for now and watch the April fireworks show, maybe have a chat about raising later in the month, a lot has to play out in the whole automotive world first.
IMHO, April is going to be absolutely cataclysmic for the Automotive industry. I don't want to say too much more until we have confirmation of Q1 deliveries, if only to know Tesla hasn't stumbled, so I'll stop on a powerful idea:
The Unveil told us M3 is beautiful, it looks $50,000 more than it costs (Thanks Julian you called it perfectly!).
And the base model is only $35,000 before incentives. But what else? Nothing surprising that Roadster, S and X owners did not already expect.
In other words the message so far has only been what amazing VALUE (I believed that, and you put it in great detail) and yet we are into the hundreds of thousands of deposits already. Musk is only feigning surprise BTW, he knew darn well it would play out exactly this way. It will be in the millions soon... (like I was saying before the unveil).
And yet we know Unveil Part 2 is "the super next level". And that Part 2 will be closer to production. Well my point is Musk is being coy here...tomorrow or next week is closer to production. We are going to be treated to Part 2 at some time in April once Musk is happy that the VALUE meme is sufficiently diffused into humanity's consciousness. Stand by!
Just for the record, I'll put my WAG for total reservations in April at 10m (i.e. $10B in deposits!). I'll pick up from there if Q1 deliveries are reasonable.
Nice to see you speculate about a raise soon (rather than H2 which you argued for recently for reasons of cash flow and de-risking). Also, got fun out of your list and your line below:
[Requote from above in Julian's list ]:
"....7. Analysts firms knock on Tesla's door and badger Musk for an appointment to be book runners for a fundraiser - but he says get lost!"
Yes I definitely agree there, IMO he will really say get lost in no uncertain terms. But thereafter it will play out quite differently, I think:
He will not take the banks into his confidence. To do so at this point would be fatal. Not at all.
This is the moment Musk will turn the tables on all the Investment Banks. He will tell them to go home for now and watch the April fireworks show, maybe have a chat about raising later in the month, a lot has to play out in the whole automotive world first.
IMHO, April is going to be absolutely cataclysmic for the Automotive industry. I don't want to say too much more until we have confirmation of Q1 deliveries, if only to know Tesla hasn't stumbled, so I'll stop on a powerful idea:
The Unveil told us M3 is beautiful, it looks $50,000 more than it costs (Thanks Julian you called it perfectly!).
And the base model is only $35,000 before incentives. But what else? Nothing surprising that Roadster, S and X owners did not already expect.
In other words the message so far has only been what amazing VALUE (I believed that, and you put it in great detail) and yet we are into the hundreds of thousands of deposits already. Musk is only feigning surprise BTW, he knew darn well it would play out exactly this way. It will be in the millions soon... (like I was saying before the unveil).
And yet we know Unveil Part 2 is "the super next level". And that Part 2 will be closer to production. Well my point is Musk is being coy here...tomorrow or next week is closer to production. We are going to be treated to Part 2 at some time in April once Musk is happy that the VALUE meme is sufficiently diffused into humanity's consciousness. Stand by!
Just for the record, I'll put my WAG for total reservations in April at 10m (i.e. $10B in deposits!). I'll pick up from there if Q1 deliveries are reasonable.
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Love how this guy puts Corey in his place. I'm beginning to hate his snarky & unsubstantiated commentary.
Why Customers Rushed to Order Tesla’s Model 3
Why Customers Rushed to Order Tesla’s Model 3
Causalien
Prime 8 ball Oracle
Revenge of the electric car.
Causalien
Prime 8 ball Oracle
Maybe its in the fridge?
Edit. I gave you a dislike and now I feel bad even though I shouldn't. I had an oven disappear from a guest house once. I disliked it too. The neighbor across the road, very nice lady from Finland said she watched it being carried through our hedge and thought it was very odd, but her husband had just stashed the garage full of illegally imported alcohol so she didn't think it was smart to call the cops. Bummer.
Anyway. Thought a dislike would demonstrate more genuine empathy.
I mean seriously.
My dog died
+1 +1 +1
Really?
This is not appropriate - I guess depending on how you felt about the dog in question. Could have been more
Did you really hate it but had it insured like the hope diamond like shorting the sh•t out of a fridge? If so please accept my apologies. If not I hope the email shows up.
You are over thinking things. This is just funny superstitious stuff. aka my crystal ball. It is suspected that tsla stock fundamentals follows my life events.
For example. When I bathed in ganga and came out without any infection, the stock jumped by 10%.
When Johan took me out for dinner and let me ride in his Model S, the stock went up 3%.
SO.....IF we extrapolate properly: If Johan drives you to bath in ganga will the stock go up 3x10= 30%? Johan, my friend, time to put a full charge into the S
sundaymorning
Active Member
I saw a MX today up close for the first time. I can tell you this thing is a stud, parked next to an X6 it makes BMW look like a dinosaur. The X is actually quite large, about the same size as the x6, overall it's just a sexy car with lots of smooth lines. You can trust me on this, once X gets into the showrooms, it will outsell every luxury SUV. cant wait to see X delivery numbers this month.
Because they haven't nearly gone through the existing orders.
But when they do, be ready for a flurry of bears roaring demand is weak because they completed the previous orders so fast. No matter the run rate at that time would be 500/week or 1000/week.
My reaction as well. I have no problem with the front of the M3. It just blatantly states, this is an electric car, no grill is necessary to cover something ugly like a radiator. It takes getting used to, however. I think we will eventually feel better about it, like some music. I don't like Mozart, for example, after reading something Bernard Shaw said in one of his plays, "the reason it's so boring in Heaven is that they play Mozart all the time." I'm sure if I listened to Mozart enough I might like it or at least understand, but I've never taken the time. Brahms I already know is orgiastic with filagree ad infinitum until you think he can't get out of it, and then the guy ends it appropriately. Oh!
Great ideas.
Check out the business section of today's (4-2) New York Times. The Saudi King's son is trying (at last) to diversify the economy through their Public Wealth Fund. A two trillion dollar contribution is to come from 5% of the sale proceeds of Saudi Aramco. The idea is to attract foreign investment to their country in alternative industries. What about a Tesla factory or so financed there by this fund? I mean another Giga and another Fremont.
I think you're right. There may be some empirical data to support this. It's my understanding word-of-mouth is the best way to predict a movie's popularity, for example.
I used to be a BYD investor. But watch out, if Tesla decides to produce buses (it's only a matter of when), everyone else has to step aside. No matter how much lead they had.
Saudi decided to get out of oil, maybe not completely out of it and the process will take a while. They do recognize the oil age is over. It will be interesting to find out who will buy their oil assets.
OK, now when Tesla announces that they have successfully accelerated the ramp, I want a video of a Model 3 accelerating up a ramp before doing a stunt leap.
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