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windgrins
Buzzy Bee
Hi Julian,
I expect one more tweet from Elon on Wednesday because that is what he said he would do on an earlier tweet. So this will account for the first week's reservations (almost). After that, I believe you are going to get your wish with future press comments being "We received over 300,000 Model 3 reservations within the 1st week after the reveal. We're keeping the total number of reservations going forward as internal information. The level of support shown is enough to accelerate our plans past the point that we can reasonably execute."
Tesla Motors: Model 3 Built for the iPhone Generation?
Over the weekend, we learned that Tesla Motors (TSLA) had taken order for 276,000 Model 3sin just 72 hours…and the car won’t even be delivered until sometime in 2017. Global Equities Research’s Trip Chowdhry contends that the Model 3 has been “designed for the iPhone generation” and that alternatives from General Motors’ (GM) , Toyota Motor (TM), and other competitors are “Dead-on-Departure.” He explains:
Reuters
• Tesla has set a formidable world record of any Consumer Technology company, of booking orders of more than $11.6 Billion within the first 72 hours
• General Motors Bolt is DoD (Dead-on-Departure), and General Motors should just cancel this project; completely misses the mark with the iPhone generation consumer “It’s An Ugly Tiffin Box”
• Digitally centered consumer is sick and tired of General Motors, BMW, Mercedes, Audi, Toyota etc. and almost every existing Auto manufacture who have shown zero innovation and have been producing “Ugly Tiffin Boxes” for decades
• Tesla Model 3 has been designed for the iPhone generation consumer, whose lives are digitally super-centered … and competition is completely clueless .. somehow it seems that existing auto manufacturers believe that iPhones can be powered by Gasoline and not Batteries
Over the weekend, we learned that Tesla Motors (TSLA) had taken order for 276,000 Model 3sin just 72 hours…and the car won’t even be delivered until sometime in 2017. Global Equities Research’s Trip Chowdhry contends that the Model 3 has been “designed for the iPhone generation” and that alternatives from General Motors’ (GM) , Toyota Motor (TM), and other competitors are “Dead-on-Departure.” He explains:
Reuters
• Tesla has set a formidable world record of any Consumer Technology company, of booking orders of more than $11.6 Billion within the first 72 hours
• General Motors Bolt is DoD (Dead-on-Departure), and General Motors should just cancel this project; completely misses the mark with the iPhone generation consumer “It’s An Ugly Tiffin Box”
• Digitally centered consumer is sick and tired of General Motors, BMW, Mercedes, Audi, Toyota etc. and almost every existing Auto manufacture who have shown zero innovation and have been producing “Ugly Tiffin Boxes” for decades
• Tesla Model 3 has been designed for the iPhone generation consumer, whose lives are digitally super-centered … and competition is completely clueless .. somehow it seems that existing auto manufacturers believe that iPhones can be powered by Gasoline and not Batteries
sundaymorning
Active Member
sundaymorning
Active Member
In the past year X was delayed with no end in sight, this time we know exactly where X is on the map. I've seen 3 X this weekend for 2 consecutive days, including this morning on the way to work.
FredTMC
Model S VIN #4925
That would be really "over the top" good. I'm not expecting this in Q1. Nor FCF
It SHOULD. From what I read in a Chinese news article, Tesla did great there in March. And the guy in charge of China operations is looking forward to selling 10k vehicles this year, comparing to what Elon said (5k) earlier.
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Interesting. It is also potentially tactical to wait for the haters to speculate on a Q1 miss in the media and then slam them with a beat in that order. It is also potentially possible that they are stealth book running a capital raise with delivery beat information as security that filling the book will be immediately profitable for any institution that subscribes.
Just additional speculation. It is highly improbable that they have mismanaged Q1 and have to water down the M3 unveil narrative with a miss and the highest probability rests with how they can best play a delivery beat Ace.
Causalien
Prime 8 ball Oracle
Or it can be simpler. Their phones are ringing off the hook about deals. Elon probably put the accounting department on the phone.
It's not the numbers. It was the physical lineup that proves the numbers are true. The power wall had a big nimber, but it was easy to brush away because "it's not real customers."
It's not the numbers. It was the physical lineup that proves the numbers are true. The power wall had a big nimber, but it was easy to brush away because "it's not real customers."
It probably will this afternoon. I suspect at the very least they are tipping off analysts of inbound good news - hence waiting for Monday rather than the weekend. If they want more than just good coverage from Wall Street it could take until tomorrow or Weds for disclosure.
Ulmo
Active Member
Well fill depends on a number of different factors in pre/post market trading. Just because you place an order for one thing doesn't mean it will fill for it if the bid is higher and it wasn't filled previously due to differences in available/requested volume - if that makes sense.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
If the Q1 deliveries beat guidance there would have been an announcement by now. I don't think they did beat, with the slight delay in the X ramp. It doesn't matter though, they have shifted to focus to M3 to divert attention from the non-beat or even slight miss - just look at Elon tweeting cumulative reservations like he was updating his Facebook status on spring break and divulging one tidbit after another to random Twitter users. Nothing wrong with that, the 3 is what's important now. I'm just saying if you look where they don't want you to focus right now it's pretty obvious that Q1 deliveries weren't all that great.
Will post in long term thread.
Chowdhry really needs to quit smoking whatever it is he's smoking. Tesla has booked $0 in Model 3 orders. Even if reservations were orders, the $42k/vehicle ASP is just a WAG. He does Tesla fans a disservice by consistently spouting pie-in-the-sky nonsense. What Tesla achieved last week is impressive enough without distorting it into something it is not.
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