The BMW X5 is priced at 61k. Imo the Model Y will be in the X3 price range (41k).
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I normally have my pie after what occurs at 4:20, but this time I'll make an exception!
The Y is great and so is Supercharger V3, but I'm really excited about this...
The pickup reveal!
The pickup reveal!
Fact Checking
Well-Known Member
Note the timing: Elon announced the Model Y reveal three days after the $35k Model 3 reveal.
My take: all March production capacity already spoken for with new Model 3 orders ... no Osborning worries from the Model Y reveal. Elon waited for the new Model 3 order influx.
I'd expect the Model 3 SR delivery estimate to be updated from "2-4 weeks" to "4 weeks" next week.
I was hoping that would be Plant A Seed Day
Yah but I’m thinking about that. Can this not be construed by the SEC as manipulating the stock. What is allowed? What isn’t. Not an American so no idea how your system works.
Todd Burch
14-Year Member
Don't count your TSLA pops before they happen
It is my obligation to inform you that there’s a joke in there somewhere.
Singer3000
Member
Well done to Team Tesla. We’re witnessing right now a burst of excellent execution of what was always a masterful strategy.
Bob Marley and toast is the sort of thing I’d be doing if I knew I had Gary Kasparov’s king pinned exactly where I wanted it.
Don’t get too tied up with what TSLA will or won’t do. Once the cash flows from these various projects become real, the share price will take care of itself.
Bob Marley and toast is the sort of thing I’d be doing if I knew I had Gary Kasparov’s king pinned exactly where I wanted it.
Don’t get too tied up with what TSLA will or won’t do. Once the cash flows from these various projects become real, the share price will take care of itself.
dgodfrey
Member
You know that phrase by Gretsky, "skate to where the puck's going"? I keep thinking about the Volvo Polestar reveal this week (good timing Volvo) where they tried to copy the Model 3 right down to the phone as key and glass roof. Basically skating to where the puck is. Then Elon skates up just before they get to it and lays down a healthy slapstick full length, right into the net, collects a few chicklets (teeth) along the way.
Antares Nebula
Active Member
I mean definitely the circumstances have changed. MY unveil was originally March, then recently he said it would be later, closer to production (presumably to avoid Osborne effect), and now it's back to March. Unless production is going to start Q4??
Likely guess is that M3 higher trim demand dropoff was quicker/steeper than anticipated, so everything (M3 base release, MY reveal) were all pushed up by about 3 months. But honestly I don't think this makes a huge material diff to their finances. There will certainly be some short term pain (store closings and layoffs), but I think Tesla can successfully maneuver it. This was all going to happen, particularly improving the margins on the base model, Tesla just has to find a way to make it happen about 3 months quicker than they had originally planned. I think team Musk can do it.
The interesting question is if the higher trim demand was still strong, and Tesla stuck with its plans for base M3 by summer, would they have gained enough margin improvements through manufacturing efficiency gains or would they have still ended up closing sales stores? And this leads to the question of how much more the margins will improve now given the store closures and future manufacturing efficiency gains. In summary, was the closing of the stores and inevitability either way, or is it just an additional bonus, as the stores are really unnecessary (a la the Amazon way)?
Likely guess is that M3 higher trim demand dropoff was quicker/steeper than anticipated, so everything (M3 base release, MY reveal) were all pushed up by about 3 months. But honestly I don't think this makes a huge material diff to their finances. There will certainly be some short term pain (store closings and layoffs), but I think Tesla can successfully maneuver it. This was all going to happen, particularly improving the margins on the base model, Tesla just has to find a way to make it happen about 3 months quicker than they had originally planned. I think team Musk can do it.
The interesting question is if the higher trim demand was still strong, and Tesla stuck with its plans for base M3 by summer, would they have gained enough margin improvements through manufacturing efficiency gains or would they have still ended up closing sales stores? And this leads to the question of how much more the margins will improve now given the store closures and future manufacturing efficiency gains. In summary, was the closing of the stores and inevitability either way, or is it just an additional bonus, as the stores are really unnecessary (a la the Amazon way)?
The SEC can’t limit how they run their business. Otherwise literally any announcement or new product of any kind could be construed as manipulating the stock. Now, if he made that tweet without getting the OK from Tesla’s counsel then that’s a problem. But Elon isn’t a complete moron, so I’m going to assume that’s not the case.
This may work better than we think:
And if it does, the dealership model is in even more trouble.
Dan Detweiler
Active Member
Fact Checking
Well-Known Member
I don't remember him saying that the Model Y would be revealed later - can you quote where he said that?
I believe he was referring to Friday’s Options Action segment.
Sudre
Active Member
Either do we anymore. When you figure it out let us know.
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