Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[NicoV]

I also stand by my pre-reveal conjecture: those 6th & 7th seats are extremely unlikely to be appropriate for most NoAm adults. I'd say likely to be okay for junior high school age and below. To the extent that's correct, is it an appropriate CapEx investment to offer this option? Honest question; I've no good sense how that would pencil out.

It’s going to be available later than the 5 seat version. By that time, the capex won’t matter anymore.

 

[Krugerrand]

So.... nobody is surprised by the range? I’m kinda shocked they got the prices they put for that high of range. Was expecting a bit lower across the board.

I was very happy with the range of the configuration I wanted. Very.

 

[jhm]

So why is Tesla taking orders rather than reservations?

 

[Chocochip]

And now we know why Elon is more excited about the pickup truck than the CUV.

 

[Fobble]

So why is Tesla taking orders rather than reservations?

More money up front and more accurate order number?

 

[WarpedOne]

Because they are lowballing the timeline... this car will arrive early.

Now, what about:

When will deliveries of Model Y begin?
Model Y production will begin in late 2020 in North America, with deliveries beginning shortly after. Production will begin in Europe and China in the first half of 2021, with deliveries beginning shortly after.

 

[RobStark]

I also stand by my pre-reveal conjecture: those 6th & 7th seats are extremely unlikely to be appropriate for most NoAm adults. I'd say likely to be okay for junior high school age and below. To the extent that's correct, is it an appropriate CapEx investment to offer this option? Honest question; I've no good sense how that would pencil out.

It will fit a lot of svelte sexy French women and Chinese women.

See, America isn't so America-centric.

Model 3 3rd row not designed for obese North Americans.

The U.S. is the most obese nation in the world, just ahead of Mexico

 

[myt-e-s-l-a]

So why is Tesla taking orders rather than reservations?

Need the Money ! after re-payment of the convert bond

 

[Bobfitz1]

Why is it that nobody but me can get past their own agenda and bias to form a truly objective opinion? It's the same for the Tesla haters and the Tesla lovers.

Fixed that for you Buddy.

 

[Leo9]

Personally I think it looks too similar to the Model 3... I don’t see this product selling 750k units per year.
Model 3 specs, front and interior...not really exciting for a 2021 Tesla car.
Obviously I could be very wrong, but I’m underwhelmed.

 

[CaliBear1]

I think the Y will look great in person. Love the back and the profile looks. Initially I was disappointed in its the late 2020 production guidance. Since it shares so much with the Model 3 I was hoping Elon would drop an "early 2020" bomb. That would have lit up the market. However, I think Elon and Tesla are finally embracing the under promise and over deliver philosophy.

So, it's back to watching TSLA fight waves of FUD and hoping for it to catch fire in two to three years.

 

[Zhelko Dimic]

First SUV/CUV that looks good to me.
But then, I'm anti-SUV.
As long as it has high seating position, my guess is it will sell well.
BTW, my wife is excited to get smallish CUV that can seat 6+ in a pinch. She never wanted Model X because of how big it is.

 

[defc0n]

I have to admit I’m not crazy about the way it looks. Then again I usually hate blue cars. Having to wait until 2021 for 7 seats is frustrating. I’ll have a lot of time to think things over at least. It’ll probably grow on me over time; I need to see one in person. Pretty sure I like the look of the X better.

 

[Drumheller]

Just dispute it 32x with the CC company

or he can dispute zero of those charges, accept all 32 vehicles, and give the extras as Christmas gifts.

I need to send my address to him.

 

[Brian121]

At first was a little bit disappointed with the look on stage. But with the picture on the reservation pages, I kind of like the look of the car.

It gives out a steady and stud look, solid and heavy.

As an investor, I think it's a good move. Too much excitement, and delay, and sleeping on the factory floor for one week, permanently damaging you nerve. etc. For a moment, when the two ladies from the back seat exit the door, I thought I saw the falcon wing door, and I almost dropped from my chair. So this is good.

With 70% parts shared with Model 3, let's further take advantage of the economy of scale, and seriously generate some good gross margin.

This is all business like thinking, and not so much fanfare, which is what we need. The fanfare will come at the quarterly earning report date.

Net positive.

 

[Freder Reeve]

the streamers are back for rides

 

[Freder Reeve]

can't resist some like tesla though too

her ride

 

[myt-e-s-l-a]

First SUV/CUV that looks good to me.
But then, I'm anti-SUV.
As long as it has high seating position, my guess is it will sell well.
BTW, my wife is excited to get smallish CUV that can seat 6+ in a pinch. She never wanted Model X because of how big it is.

I think this is the death of MX.

 

[jhm]

Need the Money ! after re-payment of the convert bond

Correct my memory: the reservation on the M3 was $1000, but the deposit on the MY is $2500. Right?

So that would be more money. Plus reservation holders holding out for certain configurations was a bit of a problem for M3. With an order in hand, Tesla builds them and delivers them. The customer has to make an active choice to cancel the order to get their money back. But with the order, the buyer has 7 days from the delivery to reject the vehicle. So the MY ramp could be a much more orderly process for Tesla.

 

[mongo]

Model Y exterior is as I expected, but I am surprised at the 7 seat option. I imagine they’ll offer a 6 seat option (2 bucket seats in the middle) in the future. If i was buying today, I’d definitely replace our 6 seater Highlander Hybrid with the Model Y.

As an investor, little disappointed at the late 2020 production start. My hope is that they have learned from past mistakes and expect to actually start producing with some volume at that time.

If the pack is the same size as the 3, then there is the electronics penthouse under the 2rd row seats, so they have to be there.

I also stand by my pre-reveal conjecture: those 6th & 7th seats are extremely unlikely to be appropriate for most NoAm adults. I'd say likely to be okay for junior high school age and below. To the extent that's correct, is it an appropriate CapEx investment to offer this option? Honest question; I've no good sense how that would pencil out.

When do you haul 6+ adults? No way to get 3 rear facing car seats in a single 3/Y sized row. And even front facing is iffy from what I read.