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Should Tesla start reporting monthly delivery

Discussion in 'TSLA Investor Discussions' started by Waiting4M3, Oct 30, 2016.

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  1. Waiting4M3

    Waiting4M3 Active Member

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    Tesla started reporting quarterly after Q1 '15 when they crossed the 10K deliveries per quarter (IIRC), now that they may be closing in on 30K deliveries per quarter, or 10K per month, will they start reporting monthly?
     
  2. TMSE

    TMSE Member

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    No, there is too much variation month-to-month within a quarter and hence meaningless.
     
    • Like x 2
  3. jbcarioca

    jbcarioca Active Member

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    Even so several pretty small-volume builders do report monthly data. Once Tesla becomes 'mainstream' (whatever that is?) they'll probably go monthly.
     
  4. Waiting4M3

    Waiting4M3 Active Member

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    I can buy that argument back when they were ramping their 1st mass production car the MS in 2015, at some point on their way to making 500K cars a year, I hope there could be more stability
     
  5. EinSV

    EinSV Active Member

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    At least until Tesla has global production this would be a meaningless statistic. Too many ups and downs driven just by the time it takes to ship cars from Fremont to Europe and Asia. When Tesla is larger and has a few production facilities around the world it may make sense.
     
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  6. TexasEV

    TexasEV Well-Known Member

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    No. It's of no benefit to the company to do so. It's just financial porn for the automotive and investment press.
     
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  7. schonelucht

    schonelucht Active Member

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    For the Model 3 I could see monthly production numbers being a helpful metric for the investment community in assessing wether the ramp up is going according to plan. But I'd bet they won't release them.
     
  8. Waiting4M3

    Waiting4M3 Active Member

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    And this is the Tesla Investor's subforum. What's wrong with some pron?

    Tesla started announcing quarterly deliveries to combat baseless rumors and their impact on PPS. Sometimes PPS does matter, such as merger/acquisition involving stocks. Rumors/FUD have only been increasing lately with Tesla's investment going higher for M3/GF, and fossil fule and ICE car industry getting more desperate. Even the non-FUD stuff, such as Elon's tweets, often come at some random time that can completely mess up the PPS. Some more regular disclosures can help restore some sanity to PPS.

    Beyond just PPS, if M3 indeed ramps as quickly as Elon has promised, with the ~400K's of pre-order, each month is going to move the queue by a lot. Also the EV tax credit will taper off at some point. As a M3 reservation holder, I will be on the edge of my seat watching the delivery numbers, and I'm sure I'm not alone. There will be again wild guesses, malicious FUD. It would be helpful for Tesla to give us more info to keep the potential buyers informed and calm.
     

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