Short-Term TSLA Price Movements - 2016

[Johan]

I don't think we should wonder if there will be a small number of "90" cars that are software upgradeable to 100 kWh, we should assume there will be. Look at the history of how they did the step up from 70 --> 75 packs. How to do this without Osborning one self? You use up all your 70 packs and start putting 75 packs in the cars ordered as "70" cars. Then as soon as all the cars with the last actual 70 packs have been delivered or at least 100% payed for you announce the 75 as the new pack. They will do the exact same now with the 90 --> 100 upgrade.

 

[Yggdrasill]

If the 100 kWh pack uses 20700-cells to get the necessary energy density, that would either mean that the batteries wouldn't immediately be available, or that Panasonic has started supplying 20700-cells from it's Japanese factories. I'm leaning towards the former.

 

[replicant]

60 kwh online

 

[Dennadyne]

$66k entry point for 60 RWD now. Not quite low enough for Germany incentives.

 

[Gerardf]

$66k entry point for 60 RWD now. Not quite low enough for Germany incentives.

Well, at current exchange rate that is about Euro 58k.


A while ago on the Benelux part of the forum a similar incentives discussion came up about Dutch incentives possibly getting limited to Euro 50k.
It was suggested Tesla should deliver Euro 49k cars with a small battery (e.g. 10 kWh) that could later be swapped / upgraded to 85 kWh .. and as later upgrade activation of options for A.P. etc, etc.

 

[dalalsid]

Demand lever? Does this indicate some kind of bigger than expected ramp?

 

[Yggdrasill]

Well, at current exchange rate that is about Euro 58k.

I guess they'll sell it for €59,900 then.

Although, maybe it's still too high because of sales taxes.

 

[dalalsid]

They should exclusively sell this in Germany as mockery of the stupid incentive plan designed to specifically exclude Teslas

 

[JBRR]

Gyazo - 5abc44a713e384981cf2af20e648bc36.png

Looks too expensive still, unless I'm missing something?

 

[W84M3]

Gyazo - 5abc44a713e384981cf2af20e648bc36.png

Looks too expensive still, unless I'm missing something?

Belgium

Bleh.

 

[Gerardf]

Gyazo - 5abc44a713e384981cf2af20e648bc36.png
Looks too expensive still, unless I'm missing something?

It is just speculation this is partly due to the German rules. Also note that 60 kWh does not bring you very far with 210 km/h on the Autobahn. Only just from SuperCharger to the next one.

 

[Hogfighter]

I find the new pricing to be confusing....why not just list 4 models: 60, 75, 90D, P90D?

 

[Gerasimental]

EPA range for 60kWh battery pack has only increased from 208 to 210 miles since 2012? Am I mis-remembering?

 

[mrdoubleb]

Well, i understand the reasons but the 60 is a bit underwhelming. Was hoping for the 100...

 

[dalalsid]

I find the new pricing to be confusing....why not just list 4 models: 60, 75, 90D, P90D?

60 is just a software limited 75.

strange, the price is still over 60k euro - 64,300 currently.

 

[Gerardf]

Shorts trying to push opening below the 50 DMA ?

 

[Hogfighter]

60 is just a software limited 75.

Yea, that wasn't my question. Just wondering why on the website they don't break out the 75 alongside of the 60 and 90D. No biggie.

 

[schonelucht]

Fits with my longer standing argument that Tesla has spare production capacity for the S. Otherwise why fill a production slot with a low margin 60kWh that might lead to a 75kWh upgrade later when it could have been filled right away with a 75kWh model? But since they have spare slots anyway, it's a net win to get customers in the door that had been discouraged on price before. We know from model 3 reservations that demand exponentially increases as the price dips.

 

[Yggdrasill]

I think this is the right way to introduce a lower range Model S. The reason why they stopped offering the 60 kWh Model S was because not enough people were buying it. People were either refraining from buying a Tesla because they felt uncertain about whether the range would be good enough on the 60 kWh car they could afford, or they went for the 85 kWh battery.

Now, they can sell the Model S to more people who have smaller budgets and who are a bit uncertain about whether the 60 kWh Model S has sufficient range. I think the primary target group is Model 3 reservation holders. And the ~3k USD battery cells they include for free with each car probably isn't a huge hit to the margins.

 

[JRP3]

I'm really surprised at the reintroduction of the 60. With the Model 3 on the horizon why blur the lines between the two models by pulling the S back down market?