plus they are throwing a bone to Chinese company which makes the Chinese government officials happy with all the benefits that entails.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
plus they are throwing a bone to Chinese company which makes the Chinese government officials happy with all the benefits that entails.
Wow. What batteries are they using in the German cars? 0-100 km/hr in 0.3 sec!!!Wow, it's not just the UK that's out of orders this quarter!
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Boom!
does it show 351 miles at 100% charge? What firmware version is it on? (both things you can see in the app) Does it also show LR+ badging at the bottom in the app?It just so happens that I just took delivery of a 02/20 manufactured Model X and can look at this for you, but I will have to wait until I get home since my wife is driving it and not me.
PS. I can now say that owning the car and not driving it is not as bad as not owning it period, but it's damn close.
Artful Dodger
"Neko no me"
After-action Report: Thu Feb 20, 2020: (Full-Day's Trading)
Comment: "Macro-aided SP drop mostly undone by buying interest"
VWAP: $890.95
Volume: 17,675,696
Traded: $15,748,215,542.14 ($15.75 B)
Closing SP / VWAP: 100.97%
(TSLA closed ABOVE today's Avg SP)
Volume: 17,675,696
Traded: $15,748,215,542.14 ($15.75 B)
Closing SP / VWAP: 100.97%
(TSLA closed ABOVE today's Avg SP)
Comment: "Macro-aided SP drop mostly undone by buying interest"
Todd Burch
14-Year Member
This needs to be said every quarter because it continues to be misinterpreted...the dates move not because suddenly they’re sold out, but because of wave logistics. Deliveries shift to North America late in the quarter to minimize deliveries in transit at the end of the fiscal reporting period. Especially in a quarter like this when inventory is apparently quite low.
Every quarter this same thing happens around this same time into the quarter.
Say it with me everyone: “wave logistics, wave logistics, wave logistics!”
Here’s a non-poem to help you remember:
I like biscuits,
Wave logistics!
Every quarter this same thing happens around this same time into the quarter.
Say it with me everyone: “wave logistics, wave logistics, wave logistics!”
Here’s a non-poem to help you remember:
I like biscuits,
Wave logistics!
Exactly, so the Q1 wave allotment for the rest of the world is sold out until Q2. That is good news for TSLA.
Todd Burch
14-Year Member
Well it’s not bad news of course, but doesn’t say much. It’s a function of travel time to get vehicles to Europe and inventory, not so much sales. Even if Tesla sold just 1 non-inventory car this quarter to Europe, the date would still have switched to May.
OK, just be careful, and watch out for manhole covers, wet leaves in the fall, and Cadillac drivers on "FSD" or LSD as the case may be.I wish! Elon is already on record saying he'll never do a motorcycle though
The wave logistics you mention is only about the supply, the "sold out until May" change on the website indicates that the available supply in the current quarter's wave has all been sold to customers in the countries with the new May delivery date, so in a sense yes the cars are suddenly "sold out" as there are none left to buy from this quarters wave. Australia & New Zealand this isn't the case, with cars still available to purchase this quarter.
Tesla does not generally try to time cars selling out in Europe around the time they dispatch their last ship (let alone before then); they try to estimate how many orders they'll be getting after they dispatch their ships, because all of those orders can be filled in the current quarter if you send enough vehicles to the right markets.
The only reason to not do this is if you simply do not have enough production capacity to meet demand.
Exhibit A...
If you haven't seen it, another excellent post from @Papafox Papafox's Daily TSLA Trading Charts. Definitely worth a look.
Repeat from last quarter. This means that production for the overseas markets has finished this quarter. Many cars in these productions have not been spoken for. So if anybody overseas orders a car with specs available among these unspoken inventory cars will get delivery. But there is no guarantee that such inventory cars exist. Obviously there is no demand issue right now, but claims that all cars are sold out are exaggerated.
Artful Dodger
"Neko no me"
It's not the Batteries. It's German physics.
anthonyj
Stonks
There is no "coming crash". Put that money into $1880 calls or something. Tesla is going into bubble territory next month
anthonyj
Stonks
I sold it for $450 profit yesterday lol
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