Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

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

This site may earn commission on affiliate links.
In fact, the captain is so pro-Tesla that he offered to use his ship as a Tesla mobile office - so customers pick up cars directly from the ship and Tesla salespeople do the paperwork in the captain's office. For Tesla that would mean savings on the office space.

His message is a little confusing, but that's what I make out of it:
View attachment 370644

Wait, how do you conclude this is the captain of Glovis Captain ?

The tweeter Thirion Rémi looks and tweets like an air plane pilot.

PS. Btw, the US markets open tomorrow. It could be interesting if anyone had anything to post directly related to TSLA. (I think I will cut back on my own posting...)
 
Last edited:
About 2 or 3 years ago we had an medium size oil spill here in Santa Barbara. The local tiny newspaper, was publishing articles daily and the comments section was quite active. I was writing in the comments section recommending kicking the gas habit and offering recommendations for various EV's. What was amazing to me was that there were climate denier trolls all over those articles. Some of the same trolls we see on Cleantechnica and Elektrek! This is a tiny local newspaper yet those very same trolls are everywhere!
Amazing how those trolls spread and stick like an oil spill! :eek:
 
actually that ship is not part of the owned or chartered ships by the used shipping company (hyundai glovis) so time will tell.

But in a few hours the glovis symphony will arrive in SF , you can bet your ass that it is going to pier 80 because it is quit full !
Symphony is 10% larger by volume and car capacity then the first two ships. Not sure how much of hold is dedicated to Tesla, but the ship can hold 6600 cars.
 
How do you know the initial U.S. demand for high margin versions of the car?

If you mean how do I know what % of the 400K reservations were people wanting AWD or Performance rather than LR or SR, I have no idea. From a few posting on TMC, I'd read that many high margin cars were bought by new customers not existing reservation holders. At the time reservations opened, the number of variants and order of introduction were not public, so I don't know how clearly even Tesla knows how many reservation holders won't buy M3 until a 35K base version is available. Nor what % had to have an AWD or Performance.

I suspect many who reserved did not have one fixed amount they might spend. Leaving that up to what Tesla features/performance Tesla would offer at higher price points, down the line. I would guess the initial demand for high margin cars was the intersection of people excited about EVs and those who own high end sedans or aspire to buy them. I thought that word of mouth and drives from friends who purchased the more expensive versions would lead to plenty of additional sales after the early surge. I expected some slowing of AWD and P sales, but not so steep that making lower cost versions available would come to be viewed by Tesla as critical path to robust profits after the excellent Q3 results.
 
Looks like M3 delivery in China will start very soon:

11m11 minutes ago
News from Chinese Model 3 pre owners from China: Tesla Model 3 is now about ready for delivery in China. A delivery specialist will contact to finish the final documents. $TSLA #Tesla #China #Model3 #TeslaChina

Dxd2vI9U8AEUiw6.jpg

Vincent on Twitter
 
Article on SA taking apart a previous negative article about Tesla's VIE
An article was recently published by SA regarding Tesla's potential financial exposure to Variable Interest Enterprises acquired from SolarCity.

The analysis contained errors and mischaracterized the accounting for the entities, and this resulted in an erroneous conclusion.

The analysis excluded from consideration an important financial disclosure by the company that indicates the SolarCity VIEs will likely be a source of cash flow as they "run off".

Tesla Inc.: Poor Analysis Of VIE Exposure Is Misleading; Quick Comment On Layoffs - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha
 
If you mean how do I know what % of the 400K reservations were people wanting AWD or Performance rather than LR or SR, I have no idea. From a few posting on TMC, I'd read that many high margin cars were bought by new customers not existing reservation holders. At the time reservations opened, the number of variants and order of introduction were not public, so I don't know how clearly even Tesla knows how many reservation holders won't buy M3 until a 35K base version is available. Nor what % had to have an AWD or Performance.

I suspect many who reserved did not have one fixed amount they might spend. Leaving that up to what Tesla features/performance Tesla would offer at higher price points, down the line. I would guess the initial demand for high margin cars was the intersection of people excited about EVs and those who own high end sedans or aspire to buy them. I thought that word of mouth and drives from friends who purchased the more expensive versions would lead to plenty of additional sales after the early surge. I expected some slowing of AWD and P sales, but not so steep that making lower cost versions available would come to be viewed by Tesla as critical path to robust profits after the excellent Q3 results.
I don't see how, if you don't know the initial demand, you can then say you don't understand how "continuing U.S. demand for high margin versions should decline as steeply as it has" ?

For all we know it hasn't declined at all, no?
 
  • Like
Reactions: humbaba
If you mean how do I know what % of the 400K reservations were people wanting AWD or Performance rather than LR or SR, I have no idea. From a few posting on TMC, I'd read that many high margin cars were bought by new customers not existing reservation holders. At the time reservations opened, the number of variants and order of introduction were not public, so I don't know how clearly even Tesla knows how many reservation holders won't buy M3 until a 35K base version is available. Nor what % had to have an AWD or Performance.

I suspect many who reserved did not have one fixed amount they might spend. Leaving that up to what Tesla features/performance Tesla would offer at higher price points, down the line. I would guess the initial demand for high margin cars was the intersection of people excited about EVs and those who own high end sedans or aspire to buy them. I thought that word of mouth and drives from friends who purchased the more expensive versions would lead to plenty of additional sales after the early surge. I expected some slowing of AWD and P sales, but not so steep that making lower cost versions available would come to be viewed by Tesla as critical path to robust profits after the excellent Q3 results.

Supporting your statement about high margin cars, specifically the Performance. As late as last September while production was still ramping, the P3 was the only model that Tesla was guaranteeing would be delivered before the end of the year to non-reservation holders. All other models were showing Dec deliveries with no guarantee, and at that time, the weekly production output was still in the 3K range. It definitely caused a number of new customers to bump from the AWD up to the P. Smart.
 
Elon Musk on Twitter
Roughly 4 to 20 minutes for light to travel from Earth to Mars

To be honest each time he mentions 420 I got mixed feelings, part of me likes to see him messing with shorts, parts of me still holds OTM calls.
I just checked this, it actually is true...about 4 min on the closest Mars approach and 22 min on the furthest. Tesla going to 420 again? My calls hope so...
 
  • Like
Reactions: dc_h and ZenMan