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Krugerrand
Meow
Stop with the slick car salesman pitch and talking like you know anything about how Tesla works.
Two points
1) I did not say it is not happening at all. I said you do not admit it; thereby telling customers their sales are not as important as getting a Q3 profit by selling their car sooner if they can.
2) They would not be having to cancel and reschedule deliveries multiple times (which is really p*ssing people off) if the DC personnel scheduled deliveries once the car has arrived and is inspected. Instead, they have personnel in CA or NV doing the scheduling with no clue what is going on in the transport department.
I am reposting this from yesterday. I think checking out Papafox's thread will also be useful for interpreting market action today. The MMD does not appear to be gaining much traction this morning.
Does anyone of you have expected Free Cash Flows for the years 2019, 2020, 2021 and 2022?
Is there any public realistic calculation available?
Is there any public realistic calculation available?
You don't need a MENSA IQ to understand that opening the production flood-gates might cause logistical issues with deliveries.
Seems good sense to me to operate in this was and although you could argue that Tesla should have foreseen it, kudos for them to reacting quickly and making the best out of the situation.
Krugerrand
Meow
It would be interesting to know the upgrade stats on the S 40s. What was the upgrade for that? I don’t recall. Thought it was only 2.5k? 9k is pretty steep for this market segment and we aren’t talking 4% of a a few thousand cars.
Nope. We’ve just had our first disagreement. Sorry, but our relationship has no where to go but down now.
Think I might have been too - I was sure I posted a comment the other day, but couldn't find it back?
Fred's credibility is fading daily. What a shame, he was a great source for several years.
Thought they sold everything Friday in pre-market 50 points below the SP...
Come on, where's your ambition, let's do that today already!
If I recall correctly it was originally $10k to upgrade from a S40 to a S60. Plus another $2,500 to enabled Supercharging.
They did eventually, really only recently, drop the upgrade price to something reasonable.
Krugerrand
Meow
Ah, that is true, but how many? Not many. We’re in a different size dimension with the 3.
Nobody has put any numbers to this idea yet. Nobody (in the scheme of things) wanted a 40s. The limited 75s were a result of Tesla changing the battery size while still having some orders for 60s to be fulfilled, so Tesla gave them what they ordered. Different circumstances.
Dan Detweiler
Active Member
I would love to say yes, but I have come to have a deep seeded respect (loathing) for the short's ability to rebound regardless of the accuracy of information they choose to do it with. When no information is free from being spun any way you want, your limitations become nonexistent.
Dan
bhtooefr
Active Member
So one problem with the LR-limited-to-SR idea for existing inventory (which is still moving quickly, AFAIK, just not as quickly as AWD) is that a fair amount of the SR buyers may also want a non-premium interior, to actually get their $35-36k car. (For that matter, if I were in the market (I'm not right now), LR non-premium RWD is what I'd want. (It's not even the cost that's the biggest factor, it's the fact that I despise leather and vinyl interiors, and actually prefer textile.))
Another problem is that they advertised the weight of an SR car as being significantly lighter than LR, and an artificially reduced capacity LR would not meet that requirement. (However, I could see a Model Y Medium Range based on the LR battery and upgradeable to LR after the fact making more sense, to avoid having three module sizes in the production pipeline, and allow a cheaper entry point after LR demand is satisfied.)
Another problem is that they advertised the weight of an SR car as being significantly lighter than LR, and an artificially reduced capacity LR would not meet that requirement. (However, I could see a Model Y Medium Range based on the LR battery and upgradeable to LR after the fact making more sense, to avoid having three module sizes in the production pipeline, and allow a cheaper entry point after LR demand is satisfied.)
That's not true. When I ordered my 60D S in May 2016 they had 3 models: 60(locked from 75), 75 and 90. That setup lasted at least 6 months if not more, and there was definitely no "fulfill old configuration order' business. It was very explicit and price difference was significant for me to choose 60S. They dropped upgrade price from 10,000 to 2,000 recently.
I know at least 2 other people locally who have ordered a 60 around the same time and haven't upgraded...
Me? I am still looking at 400 at the year end.
It would be lovely for them to stop making the RWD LR, keep increasing the volume of the AWD LR, and then start the ramp-up on the SR earlier than planned. This would allow them to keep their high margin cars while at the same time fulfilling their promise from two years ago.
looks like in first 8 minutes, same number of shares, more or less, bought /sold
oops, top graph is price, low ~$263, high spike to $278, last is graph is ~$272.5
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