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InsideEVs just posted November delivery estimates. Not great...
Interesting wording on the site, - the disappointing number is blamed on slow ramp of AP2 hardware.
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InsideEVs just posted November delivery estimates. Not great...
Interesting wording on the site, - the disappointing number is blamed on slow ramp of AP2 hardware.
The chart is for US Sales.Doesn't make sense
A full ship AP2.0 S&X already reached Asia a week ago
I blame the manipulating short sellers .InsideEVs just posted November delivery estimates. Not great...
The inside ev numbers are only for north america.
Doesn't make sense
A full ship AP2.0 S&X already reached Asia a week ago
Could you tell us more about that? Where do you have that information from?Doesn't make sense
A full ship AP2.0 S&X already reached Asia a week ago
Doesn't make sense
A full ship AP2.0 S&X already reached Asia a week ago
Yes they are. And they're significantly behind the pace set for NA deliveries last quarter.
Wouldn't it be possible that Tesla focused on overseas AP2 delivery in the first part of this Q? They normally save the bulk of US deliveries for end of quarter anyway.
Yes this is it should beWouldn't it be possible that Tesla focused on overseas AP2 delivery in the first part of this Q? They normally save the bulk of US deliveries for end of quarter anyway.
Ok I suck at these back of the envelope calcs, but still:
In Q4 2015, Tesla was able to deliver twice the number of Model S in Dec. than in October. In Q4 2014, Tesla delivered 2.7 times the number of Model S in Dec. than in October.
They have delivered a total of 1,650 S&X in Oct. 2016. Assuming a 2x multiple in Dec., means 3,300 S&X in Dec. 2016. So the total US deliveries will be 1,650 (Oct) + 2,300 (Nov) + 3,300 (Dec) = 7,250 deliveries in Q4 in US.
Assuming 50% for rest of US, another 7,000 for rest. Add the 5k cars in transit, we're at 19k cars in Q4... Assuming a 20% fudge (positively), we're still at only 24k. Doesnt look too good. Was hoping for 26k this quarter
Interesting wording on the site, - the disappointing number is blamed on slow ramp of AP2 hardware.
That's a very poor extrapolation. We've known that the factory has been cranking for some time but not with US vehicles. The regional allocation is far stronger in Q4 than other quarters.