Todd Burch
14-Year Member
Tesla is becoming the Amazon of car sales.
By the way, how’d that work out for Amazon’s share price?
Oh. Nice.
By the way, how’d that work out for Amazon’s share price?
Oh. Nice.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
X Fan
Active Member
I believe this old Forbes articles covers it.
Forget The Autopilot Crash And Recall; Tesla's Daunting Debt Repayment Schedule Is The Real Issue
Mars ☰mperor
Member
Standard Interior with no center console cover
Note the dash is now a black plastic instead of a wooden trim.
Also no white seating for standard interior, makes sense.
For comparison purposes, here is premium interior
Note the dash is now a black plastic instead of a wooden trim.
Also no white seating for standard interior, makes sense.
For comparison purposes, here is premium interior
SunCatcher
Member
As an existing Model 3 RWD Long Range owner, I'm pretty happy to see my range increase from 310 miles to 325. My car just keeps getting better. What other auto manufacturer can offer this? Thank you Tesla!!! 
"We’re also excited to announce that we’re implementing a number of firmware upgrades for both new and existing customers. These upgrades will increase the range of the Long Range Rear-Wheel Drive Model 3 to 325 miles, increase the top speed of Model 3 Performance to 162 mph, and add an average of approximately 5% peak power to all Model 3 vehicles."
$35,000 Tesla Model 3 Available Now
"We’re also excited to announce that we’re implementing a number of firmware upgrades for both new and existing customers. These upgrades will increase the range of the Long Range Rear-Wheel Drive Model 3 to 325 miles, increase the top speed of Model 3 Performance to 162 mph, and add an average of approximately 5% peak power to all Model 3 vehicles."
$35,000 Tesla Model 3 Available Now
2virgule5
Member
Also settle the question of the long sought after SR pack & AWD (at least for now).
Shorts will spin that out all they want, if the market was any rational, stock of all automakers should plunge. I mean, who wants a base Bolt or a Leaf when you can have an M3 SR+?
Fact Checking
Well-Known Member
Yes. Here's the ones that will be repaid I think (the others like short term warehouse credit lines that I expect to be rolled forward):
- $566M Convertible Senior Note due in FY4Q19. SolarCity leftover.
- $210M Revolving Aggregation Credit Facility due in FY4Q19
Elon confirmed on Twitter if you got EAP, you get navigate on autopilot and auto park and summon
EDIT: and no-confirmation NoA release date is March 15
EDIT: and no-confirmation NoA release date is March 15
I hope they can move staff from the stores to the service centers. I like the people at my local stores.
Moving good human resources to the service area will be a win-win scenario.
As an aside, our local service center also incorporates a showroom.
Moving good human resources to the service area will be a win-win scenario.
As an aside, our local service center also incorporates a showroom.
As annoying as it's going to be for the next couple of months with the media claiming that there's no demand every time Tesla lowers their price..……….now that we finally have arrived to the 35k model there shouldn't be anymore price drops for a very long time. So tired of that narrative.
It is pretty disappointing to hear Musk say Tesla definitely won't be profitable in Q1 and only likely profitable in Q2. Only 4-5 months ago on the Q3 earnings, Musk was so confident that every quarter going forward was going to be profitable. It's pretty hard for me to understand how Q2 will not 100% be a profitable quarter.
Also, Musk might be waiting until Q1 earnings to talk about 35k Model 3 margin but sure would have been nice to hear him say they're at least break even right now
It is pretty disappointing to hear Musk say Tesla definitely won't be profitable in Q1 and only likely profitable in Q2. Only 4-5 months ago on the Q3 earnings, Musk was so confident that every quarter going forward was going to be profitable. It's pretty hard for me to understand how Q2 will not 100% be a profitable quarter.
Also, Musk might be waiting until Q1 earnings to talk about 35k Model 3 margin but sure would have been nice to hear him say they're at least break even right now
Large software release due on March 15th.
So far we know it includes:
So far we know it includes:
- Navigate on Autopilot without confirmation.
- OTA software/range/power upgrades.
- Advanced summon
- New AP3 in all cars from March 15th.
Mars ☰mperor
Member
Works like magic!As an existing Model 3 RWD Long Range owner, I'm pretty happy to see my range increase from 310 miles to 325. Thank you Tesla!!!
"We’re also excited to announce that we’re implementing a number of firmware upgrades for both new and existing customers. These upgrades will increase the range of the Long Range Rear-Wheel Drive Model 3 to 325 miles, increase the top speed of Model 3 Performance to 162 mph, and add an average of approximately 5% peak power to all Model 3 vehicles."
$35,000 Tesla Model 3 Available Now
John Beans
Member
Yeah, I think it's hunker down time on the stock. Stop checking where it's at for, say 6 months...
X Fan
Active Member
Price decreases are a shot across the bow of Audi, Porsche and others coming on stream with new product offerings.
Tesla has just made it much more difficult for them to take share/earn profit on their new releases.
Tesla has just made it much more difficult for them to take share/earn profit on their new releases.
2virgule5
Member
As an existing Model 3 RWD Long Range owner, I'm pretty happy to see my range increase from 310 miles to 325. Thank you Tesla!!!
"We’re also excited to announce that we’re implementing a number of firmware upgrades for both new and existing customers. These upgrades will increase the range of the Long Range Rear-Wheel Drive Model 3 to 325 miles, increase the top speed of Model 3 Performance to 162 mph, and add an average of approximately 5% peak power to all Model 3 vehicles."
$35,000 Tesla Model 3 Available Now
I'm also thankful but I suspect we had this range all along (EPA range was much higher than the advertised 310 miles), so we'll have a higher number on the dashboard for sure... and a faster car to displace these electrons
so I am curious what they mean by the sales location closings. the shorts are going to run with this that every location is closing. I am wondering if they mean most sales only locations are closing and they areq0 going to reduce sales cost at those that are also service centers. my service center is also a sales center and doubt it would make since to lock that side of building and not allow anyone in. could see reducing staff to limited appointment only at service centers.
There is a significant psychological effect at play here - I firmly believe that people are more likely to reach for a slightly upgraded product over a base product if they can afford the base product, even if they wouldn't have seen the upgraded product as affordable if it were the base product.
I'm glad expectations are continuing to be managed with regard to profitability. I'll hold out hope for a surprise upside, though.
I've never been bothered that my 2015 Model S got me a fraction of what I'd get at the same price today. However, I am a little annoyed that the Xmas gift Model 3 I purchased for my dad is now worth substantially less. As an investor, I like this move. Where I am puzzled is what happens to Tesla owners that paid 5k for EAP which now costs 3k. Do we at least have the option to upgrade to FSD for 3k instead of 5k? I believe someone posted that the new 3k package has a different feature set than the 5k version was meant to. It'll be interested to see how this plays out.
If Model Y pricing is $2-$3k over M3 with same configuration, feeding frenzy will be all over again.
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