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I think you are not that far off base. The market knows there will be capital raise, but it doesn't know the size or structure of the deal. $1B,2B,3B....more? Will it be equity, convertibles, debt or a mix? The markets hate uncertainty. Tesla really needs to determine the structure and size of...

I think this sums it up. There is no turning back for Tesla. They have taken in $400 million in deposit and will likely raise additional capital soon. They are fully committed to the M3 and being a major car producer. I do not think they could survive as a niche producer of the S and X. If it...

Try spending some time on the Seeking Alpha Boards. EM is either the next Bernie Madoff or a Martian looking to destroy the human race. Drivin is likely sugar coating his views for this board.

I agree with your assessment. When EM sets a stretch goal, I think there is little chance of actually achieving the goal. However, to his credit, something impressive is achieved. Unfortunately, I think that this strategy has chipped away at EM credibility and created a situation where...

This thread is pure gold. Thank you to all the current owners taking the time to post.

I do not agree. I think that EM only expected 100-150K M3 orders and all his plans were really based on this assumption. When Tesla received reservations at the current level, EM had to ramp up plans and clarify expectations. Now on this board, yes everyone seemed content to wait until 2019...

I can't imagine anyone spending $100k on a car unless they have some interest in "status". I think that the m3 is attracting individuals on a budget. The math matters. Car payments, insurance payments, money saved on gas, tax credits...it all matters. I am sure everyone wants to reduce their...

I think that current reservation holders know there will be a wait but I do think that there will be a relationship between time and the percentage of reservations that convert to actual sales. If Tesla ramps up slowly and pushes low option cars to the back of a long line, I think reservations...

I set a limit of $40k for myself which isn't much more then the base.

Certainly doing NOTHING was never mentioned but the US cannot clean the planet without everyone contributing or the cost we bare attempting to do so will further handicap our industry. The burden ultimately falls disproportionately to the "middle class" as critical jobs are moved overseas...

The EPA report you reference shows the 2015 proposed budget vs. 2014 actual expenses. We really will have no idea what the EPA actually spent in 2015 until the numbers are published. Regardless, the fact is that Developed Nations have borne and will continue to bare the cost of dealing with...

Really? I have never heard of a fake turbo whistle. So if someone buys the smallest house in a nice neighborhood, are they a poser or does this only apply to cars? I think you are referring to the aspirational market which makes up about 95% of the US so I guess we are all posers of some form.

I think the idea that Tesla will produce all the highly optioned cars first then move its way down to the Base model is incorrect. Yes, that is how it was done when Tesla was producing 40k cars a year and that is what EM said when he was only expecting 65-100k reservations, but clearly things...

Exactly, they never intended to release a blank nose on the m3, although all the hand ringing made for additional publicity. They wanted to release it on the S first, then the M3 follows. They do not want the tail wagging the dog. IMO, it looks great on the S and 3 and from a branding stand...

This is my feeling in regards to this. They have no clue who will order what and once they send out an invitation to build, they must have a window in which the car will be built. Certainly a Low Spec will be at the back of the window, but I find it hard to believe that they will push off a...

I completely understand why Tesla would want to build all high spec cars first and I understand how they handled this in the past. However, I have to believe Tesla will try to deliver cars with a more balanced approach. I assume individuals will be invited to build their car based on their...

I think it would be very difficult for Tesla to implement any kind of pay as you go model on supercharger access. Once Tesla assigns a pay per use value, it becomes nearly impossible to sell lifetime access. Everyone can do the math and even S owners would be unwilling to accept a $2000 charge...

I think the first 115K are pretty rock solid. These are people who have wanted a Tesla for a long time. For the 215k that came after, it depends on Tesla. If they deliver on time, in numbers and close to the $35K price point, they will convert 75%. So we are talking about 275K. If Tesla...

I do not think that a Model X nose addition would sacrifice much function. If Tesla leaves that nose blank, it is an invitation for many owners to add their own faux grille or whatever they think looks good. Remember that neighbor that painted their house pink? I think it is important that...

I like both posts by S3XY and Mihai but I think Tesla will go with something similar to the Model X presented by S3XY. The nose of a car is an important part of branding a manufacturer. BMW, Mercedes, Audi, Etc. all have created strong brand identity and every model has a theme that is present...