Not really. Please remember the backlog in 2014 was exceptionally large due to port strikes. On the contrary, the delivery of model S went exceptionally smooth in 2015 with a lot of US customers ordering in December still getting their car in the same month and international orders timed to empty the pipeline (something Tesla had said they would not do anymore).
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Not really. Please remember the backlog in 2014 was exceptionally large due to port strikes. On the contrary, the delivery of model S went exceptionally smooth in 2015 with a lot of US customers ordering in December still getting their car in the same month and international orders timed to empty the pipeline (something Tesla had said they would not do anymore).
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
The root cause for guidance misses is it's hard to scale production while constantly improving the product, with quality maintained and while introducing new products being built in parallel on the same production line.
You're making a straw man argument here.
Elon's talk about the July 1st deadline as the hard deadline that must be met but won't be met gives us access to his thinking.
Demand is a prerequisite for growth but not a primary driver. Just like access to capital, raw materials, regulation, service centers, delivery specialists, factory workers, machines for production, software etc. etc. are prerequisites. The important question is has there ever been a point in time where lack of demand has been the limiting factor for continued growth? The answer is no and is still no. That is the main thing I need to know as an investor.
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But it it relevant to the conclusion that Tesla is farther ahead in the ramp of the X and there are still not enough orders to dramatically fill the production line for the next few months.
Ok, that's a useful benchmark for TE. Net margins of 50% on 2GWh of sales in 2017. I am not quite that confident but for me there is too little firm information to either refute or confirm this hypothesis at this point.
I just shared this with my friend in Singapore and he told me import cars are subjected to a 250% import duty. Licence plate fee is another 60k SGD. So a base BMW 3 series would cost a consumer in Singapore nearly $150k USD. The Model 3 rebate is good but small compared to the import duty...
Because they were having trouble rapping up Model X and have to stimulate Model S demand temporarily to compensate in order to meet guidance. If production was truly not an issue, with the stimulated demand especially in late Q3 and Q4 2015, they should still be able to produce equal or more than they delivered. But they couldn't as we've seen in Q4 2015. Now, are they still offering that much incentive or they just raised the price of Model S?
Tax Structure for Cars | Costs of Owning a Vehicle | Owning a Vehicle | Roads & Motoring | Land Transport Authority
If Golf Carts and Electric Motor Bikes are exempt from import duties, it seems likely all Electric Vehicles will ultimately be exempt.
According to this website, the only duties on Tesla vehicles being into Singapore are the 7% sales tax, and the 20% Excise tax.
HS tariff codes, import duty & taxes for Tesla electric car
It seems likely the strange $13,000-$15,0000 emissions tax will be changed soon.. I can't find anything about import duties for Electric Vehicles being imported into Singapore.
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Pulled out a quote from original article:
"Transport Minister Khaw Boon Wan pointed out that even though electric cars do not produce tailpipe emissions, the process of generating the electricity used emits carbon: "The greenest form of transport is public transport. So do follow me - if you cannot be a 100 per cent public transport user, at least be a part-time public transport user."
He added that the Transport Ministry would also look at adopting electric vehicles for public transport, as it urges commuters to move towards a car-lite Singapore."
Rules will probably change over time to restrict privately owned real EVs too. Now taxi fleets maybe another story...
"Transport Minister Khaw Boon Wan pointed out that even though electric cars do not produce tailpipe emissions, the process of generating the electricity used emits carbon: "The greenest form of transport is public transport. So do follow me - if you cannot be a 100 per cent public transport user, at least be a part-time public transport user."
He added that the Transport Ministry would also look at adopting electric vehicles for public transport, as it urges commuters to move towards a car-lite Singapore."
Rules will probably change over time to restrict privately owned real EVs too. Now taxi fleets maybe another story...
I'm very very sorry, but when you pick the most extreme outlier and call it a typical example, my demand for your gut analysis suddenly falls off the carpet and drops through the floor. Figuratively speaking, that is.
Recent Bear Activity
Ok scouts, listen up.
We've seen a lot of bear activity in these parts lately, but no worries, it's going to taper off dramatically soon. Bear attacks are most common towards the end of their active periods. With black and brown bears, we call it hyperphasia prior to hibernation, but with Tesla bears we call it anxiety prior to the end of a downtrend. Use your compasses to stay on course and we'll be out of the woods soon, quite possibly beginning this week.
Ok scouts, listen up.
We've seen a lot of bear activity in these parts lately, but no worries, it's going to taper off dramatically soon. Bear attacks are most common towards the end of their active periods. With black and brown bears, we call it hyperphasia prior to hibernation, but with Tesla bears we call it anxiety prior to the end of a downtrend. Use your compasses to stay on course and we'll be out of the woods soon, quite possibly beginning this week.
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Now why did I click that link?
Because I didn't check and it went to seekingalpha... what a waste of time and energy... another few cells of my brain are now irreversibly damaged...
Because I didn't check and it went to seekingalpha... what a waste of time and energy... another few cells of my brain are now irreversibly damaged...
I frequently type Tsla into google to see price in premarket and usually some articles pop up. This morning I noticed that it included this thread, JHM profile pic popped up with a link to page 800 of this thread. Anyone else notice this before or is this new? could mean more new posters
Hogfighter
Professional Lurker
Those curtains are going to create a demand problem.....
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