CYBRTRK420
Member
I agree with you about pushing the announcement of GigaMexico to the Q4 Earnings call... Currently we essentially only have the CT and Roadster as undelivered products left, with the CT making quite some progress atm. Roadster is a very exclusive niche-product and not important for the masses. With CT production starting in Q2 2023, the Roadster will be the only undelivered product left.I've been thinking about the company's timing.
Some have rumored that the Mexico factory announcement will be this Friday, but I am starting to think no way.
Any news this week will be drowned out by the run-up to Christmas, and very quickly forgotten. Tesla ALREADY have an announcement opportunity coming up with the Q4 earnings call.
This is the perfect opportunity for them to
1) announce a new Mexico factory
2) announce a stock buyback
Of course, there are other wildcards, like announcing the model 2 small car, or announcing a completely unexpected van to be built in mexico, but I consider both of these unlikely so early. They are not going to want to steal the cybertruck and semi's thunder.
As someone who has held TSLA for > 7 years, I think right now we are in one of those frequent 'anybody selling now is just nuts' phases. That would be truye if the stock was $400, let alone $150. There are just too many good prospects that are imminent for it to make sense to get out now.
A VERY good time to get in though.
What would you say: When is the right time to announce or reveal a new upcoming vehicle? Could be a modular van for people and cargo, a compact "Model 2" hatchback for urban markets, a modular gen3 platform with multiple vehicles shown at once? Whatever it is, when is the right time to unveil it?
Looking at Tesla's history it's difficult to create an estimated timeframe how much time passes from product reveal to first delivers, but it will be at least 1.5-2 years. With only the Roadster left in the pipeline from mid 2023, I personally think it is not too far away...