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Can you elaborate on how you formulated your hypothesis? All contributions from D sales are incremental in the short term. Like I said in an earlier posts they are still delivering Model S RWD. With the D, all I see is higher ASP's and Gross Margins because the product mix changes to a higher echelon with a higher options uptake. Maybe I'm missing something?
This account of federal bureaucrats stalling deliveries rings true. Given the fact of the delay, this is good news because:
- There's no problems with Tesla product, e.g. no reworks required, that would increase COGS
- There's no problems with Tesla assembly, e.g. none of the QA/QC issues in the Signature Model Ss, that would slow the rate of production
- Tesla can simply reschedule production, and so still hit target production for the year.
- The Q4 ASP won't be as high as otherwise, so gross margins may be affected
- There may be more finished good inventories and fewer deliveries because of the Ds sitting on the lot awaiting delivery, or simply delivery specialist time that went to waste for lack of cars to deliver.
If the deliveries for PD are pushed out and RWD get priority in December as the other post suggests, that will directly affect rev and margins for q4. No?
mejojo
Active Member
Wouldn't it be a nice shot in the arm to see a picture of all those P85D's lined up in the lot awaiting delivery?
Obviously P85D delivery is the priority TM set for December. It pushes off the the delivery for EU/ASIA and all other models in NA while still keep P85D delivery available in December. So even 1 week delay means 25% hit to P85D delivery target. That being said the most recent weakness of TSLA especially straight days under 200MA is more contributed to TM execution itself than FUD or oild price.
Edit: btw, I used to have strong believe of TM execution and bought a lot of dips regardless FUDs. But this time I won't do so untill I see clear picture of TM exection back to normal expectation (not perfect execution though).
Edit: btw, I used to have strong believe of TM execution and bought a lot of dips regardless FUDs. But this time I won't do so untill I see clear picture of TM exection back to normal expectation (not perfect execution though).
Gerardf
Active Member
Hope this gets verified, and then hit the news..
"Tesla is currently selling Model S in only two counties in Asia. It sold over 5,000 cars in China and around 2,000 cars in Japan. India being the third largest automotive market in Asia is a natural destination in the future, company executives said."
Source : Tesla to enter India with new sedan at attractive price - The Economic Times
Via : Tesla Model S Sales Asia - Over 5,000 In China, 2,000 In Japan
But some have doubts : "Based on http://www.jaia-jp.org/j/stat/nc/ that is not true" (see comments).
"Tesla is currently selling Model S in only two counties in Asia. It sold over 5,000 cars in China and around 2,000 cars in Japan. India being the third largest automotive market in Asia is a natural destination in the future, company executives said."
Source : Tesla to enter India with new sedan at attractive price - The Economic Times
Via : Tesla Model S Sales Asia - Over 5,000 In China, 2,000 In Japan
But some have doubts : "Based on http://www.jaia-jp.org/j/stat/nc/ that is not true" (see comments).
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Runarbt
Active Member
xx said:
Why on earth do anyone assume it is 5000 units ordered and not delivered, when tesla _never_ have informed about their order number, but only cars delivered?!
Of course it is 5000 delivered cars in China and 2000 cars in Japan.
InTheShadows
Active Member
I also see a potential head and shoulders forming and I just read about a bearish crossover of the 50 day and 200 coming up.
I'm getting excited for a good buying opportunity.
Raffy.Roma
Rome (Italy)
We are already under the 200 DMA. IMO it would be better if Elon commented the FUD now rather than waiting.
Thumper
Active Member
Can Tesla ship Ds to foreign shores and next day air the window stickers when they are inevitably issued?
+1: I believe we are in a position where a positive tweet by Elon will have less impact than it once did. The positive catalysts will be more about meeting deadlines: GF on or ahead of schedule? an X production reveal or a model3 prototype and meeting guidance for deliveries.
OK so that is because the 265 EPA number is from 2012 tests. In 2013 they revised the tests to test from an 80% charge and 100% charge and then average the results. So figuring the range is calculated from a 90% charge that is equivalent to 269 miles on the 2012 test. Notice the MPGe values are the same and the highway miles are quite a bit better.
Link explaining the change:
2013 Nissan Leaf Real-World Range: Is It Any Higher?
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