Are you also investing in Tesla?

[vfx]

Stocks going to drop even more, proably for 3 to 6 months at least. All the Roadsters are gone. The first year S and S Sigs are also sold out. If all the stores have Model S' on the floor like the LA showroom that now has a red Model S and the undercarriage mockup they will have a sales tool to take in the $5K deposits but with delivery at 2 years away, that may even probably slow a bit. So until they start delivering cars that get the balance of what is owed on them the company income is limited to the never reported Toyota, Fed Ex and Damiler deals. The Design Studio may even be seen as a company drain unless they announce with a few clients already booked.

Of course there is the good news too. http://www.fnno.com/story/331-tesla-...-tsla-f-gm-f-0

[vfx]

And to add, they will probably start taking Model X orders next month...

[AnOutsider]

Yes, but it's also possibly the X may cannibalize some S sales, pushing a potential cash in on a reservation out almost 2 more years. Just giving a potential negative.

Sent from my T7575 using Board Express

[Larry Chanin]

Yes, but it's also possibly the X may cannibalize some S sales, pushing a potential cash in on a reservation out almost 2 more years. Just giving a potential negative.

Yes, but the SUV/Crossover category is the most popular vehicle type on the road in terms of annual sales. So it may also generate additional interest, particularly for folks that need to transport 7 adults.

Larry

[richkae]

I strongly believe Tesla is going to sell every Model S made without any trouble. If some people prefer to wait for the Model X, others will step up to buy the S.

[Norbert]

Given that Tesla will start producing about 1500 cars a month at the end of 2012, the current list of reservations will last until spring 2013, about 15 months from now. Since the rate at which reservations are currently increasing is lower than 1500, delivery is coming closer. So as we come closer to mid-2012, I'd expect the rate of new reservations could easily increase, potentially even strongly, as the "it's for real" factor increases. Model X seems to have a wow factor of its own, and may attract a new level of attention, along with Model S test drives. Those things might compensate for the lack of a sellable product during this time.

[vfx]

... Model X seems to have a wow factor of its own, and may attract a new level of attention, ...

Which will also cement even further that Tesla is a "real" car company and spur more purchases.

[EVNow]

Yes, but the SUV/Crossover category is the most popular vehicle type on the road in terms of annual sales. So it may also generate additional interest, particularly for folks that need to transport 7 adults.

Not just that - people are willing to pay more for an SUV than a car and has better margins. Infact that is where the Detroit companies make all their money (when they do !) in the US.

[Robert.Boston]

Combine three factors:

• the "reality factor" of seeing the Model S on the road, on the one hand,
• higher gas prices from more political turmoil in the Straits of Hormuz,
• super Model X reveal and reservations

and the future of Tesla Motors seems very bright.

[jcstp]

1) Reservation # 6605 1/7/2012
2) US
3) General Production

P 6,498 (January 6, 2012)

WOW 100 reservations in ONE day!!!!!!!