I don't think CT reservation is ever closed for Canada. Right now they just moved the CT tab to the top of the main page. In the past CT page is buried under the top right menu.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I don't think CT reservation is ever closed for Canada. Right now they just moved the CT tab to the top of the main page. In the past CT page is buried under the top right menu.
Pre-orders don’t actually count as earnings until the order happens since they are refundable.TSLAQ will say Tesla needs to pad the EPS so another million preorders will add $150M to the bottom line
Won’t stop them from saying it though.
Bet TSLA
Active Member
You could quite accurately replace "vinyl wrap" in that sentence with anything at all with respect to the car.
Two reason for growing inventory, delivery delays and price reductions are "inventory allocation" and "logistics". Smart use of AI here may be able to maximize deliverues and improve margins.
Supply chains snd internal inventory is snother area where AI might be able to help.
As Tesla becomes increasingly expert at AI and expands NN training resources, they will probably think of lots of ways of using AI to help run the business.
2daMoon
Mostly Harmless
Wait just a minute there.I'm not ready for a fast ramp, unless we get the Turbo Boost to the 400 SP our resident Technical-ogist promises mid year. Then I might be ready in another year. Granted, there are likely a significant number of those million that will not exercise their reservation when offered and that will just speed up when my turn comes.
I figure I'm at about 1 million down in the reservation queue, and I waited, on purpose, to take my number so I'd have time enough to grow the chairs' value to cover buying it without decimating my portfolio.
It is perfectly fine with me that or Canuck buddies and all my Pepper-wielding friends South of the border can now make orders, but, let's not be too hasty about clearing the backlog. Otay?
Yes, I had a similar idea.
Assuming that it can be done, the main limitation is the longevity of wraps.
It is another step closer to the "dry factory" concept.
In future re-wrapping cars is a task Optimus may be able to to help with.
All Tesla needs to do is make the vechicle wrap warranty match the actual longevity.
Re-wrapping the car after 5-7 years might be the trade-off, but that is an opportunity to change the color.
I further speculated that when wrapping cars any rust resilient metal can be used. Galvanized steel lasts 30-40 years on the roofs of homes, it can be stamped and is probably cheaper than stainless steel.
Factory paintshops often dunk car bodies in zinc as a form of rust prevention, that process is not as good as galvanizing which is done at a higher temperature.
However, while this is a possibility worth exploring, we don't yet know if Tesla is currently considering doing it.
If Tesla sells a half a million trucks “Too Quickly”, I suspect your concerns will vanish and your portfolio will do fine. For example, suppose Tesla was to sell half a million trucks by the end of 2024, entirely too fast you say? I wonder what that would do to the SP… (not at all a prediction)
I'm not ready for a fast ramp, unless we get the Turbo Boost to the 400 SP our resident Technical-ogist promises mid year. Then I might be ready in another year. Granted, there are likely a significant number of those million that will not exercise their reservation when offered and that will just speed up when my turn comes.
I figure I'm at about 1 million down in the reservation queue, and I waited, on purpose, to take my number so I'd have time enough to grow the chairs' value to cover buying it without decimating my portfolio.
It is perfectly fine with me that or Canuck buddies and all my Pepper-wielding friends South of the border can now make orders, but, let's not be too hasty about clearing the backlog. Otay?
Artful Dodger
"Neko no me"
I think that Deposits are non-refundable now (that was the case for my Model Y). If that's case for CT, those deposits should count as income in the quarter they were placed. Some of our accounting types may be able to help.
I don't need to linearly extrapolate, the crossover already happened, I just need to know that there are less ships headed to Europe than in previous quarters. The non-linearity will be less than previous quarters.
This is nice, but masks what actually happened in the opposite direction.
Previously, Tesla supply and demand was in equillibrium. For Tesla, the supply could be visualized as a vertical line as they seemingly will keep production as high as possible regardless of demand (as long as marginally profitable).
Then due to whatever combination of reasons (certainly including higher interest rates on loans), demand dropped. That means the demand curve shifted left.
Because Tesla is on the steep side of the demand curve, it's a double edged sword. Now they have to drop price alot for small improvements in demand to get back to Q_s.
Tesla did not control these equations by choosing to move along the curve because they had a massive increase in supply. The demand curve shifted.
IMHO if Tesla wants to sell more S’s, they need to make more colors “free” and add colors they used to have. Also they need to bring back bright trim. They already have brought back bright wheels on the 3. They could even just make it an option at extra cost. When the 4 years on the warranty is up I usually order a new one, but they have. Nothing for me at the moment. Have you ever looked at how ugly the cars on the order page look? They have given up on the new wheel and the order page defaults to a regular wheel. Thank God.
Knightshade
Well-Known Member
Tesla used to charge a refundable deposit of $1000.
In 2019, Tesla replaced that with a non-refundable $100 order fee...which is NOT a deposit and NOT refundable... and in 2021 made it $250.
I'm rusty on microeconomic theory, but I don't think your charts reflect what's happening. Your chart depicts supply and demand in a static environment. But supply is not static. The demand curve did not shift. Rather, what's happening is there is a total increase in supply (both Tesla and other manufacturers). The best depiction would be a second supply curve parallel and to the right of the one you show. The new supply curve will intersect the demand curve to the right (more quantity) and down (lower price) as the market clearing intersection. For example using your chart, currently, the market clearing volume is at Q100 and P16. But the new market clearing price will be like at Q300 and P5 or P6. Hope I'm making sense.
That is basically what Tesla is doing. They are increasing supply and riding the demand curve down to lower price but at exponentially higher volumes. And competitors can't compete because their manufacturing doesn't enable them to offer their cars at the market clearing price.
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If I'm not mistaken, the CT deposits were refundable. At least, I'm pretty sure mine was.
Andy O
Member
Rivian to offer 1.3b dollars worth of convertible note. Stock tanks 7% AH.
Knightshade
Well-Known Member
Sorry- yes I was referring to the general process of ordering vehicles---there was quite a bit of talk about the non-refundable part in various 3/Y threads lately because people were worried they'd pay $250 non-refundable and then the IRS guidance would cut or eliminate the $7500 credit this month.... But CT is (and has been) treated differently than others so far... no idea if that will change once it goes into production.
What gets done first, Giga Mexico starting production or Giga Berlin securing the permit to put a chalkboard in Room 104?
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