I emailed investor relations. See if that yields anything.
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I emailed investor relations. See if that yields anything.
I hope you're right. After 3 years, I'm ready!
Not to mention announcement of Model X order page open for general public. Good time to send traffic over to the site and show the new Model S features and look.
tinm
2020 Model S LR+ Owner
Heh, "I emailed investor relations." That's so cute. Like writing a letter to Santa Claus with the envelope addressed to "North Pole."
(Me? Cranky about Tesla Investor Relations never once responding to a single inquiry in 4 years? Nah.)
The question is, after the announcement(s)/conference, where is TSLA share price expected to go? Anybody see a continued upward or downward trend after that? I'm thinking positive for a while before it dips down.
Looks like the macros is calming down the excitement in TSLA. =\
Looks like the macros is calming down the excitement in TSLA. =\
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JRP3
Hyperactive Member
Visual refresh only makes sense if they need it to drive sales. A P100D should do that on it's own, so it might make sense to keep the refresh in reserve for now.
No, the S is in "Osborne" lockdown right now. The X and 3 clearly show the design direction and there is too much reason now to wait and see what the 3 is like before buying an S.
Market research: My 3 year old model S doesn't have AP or other cool features. I am itching to upgrade but I am holding off until the 3 clarifies, or an S refresh is announced, whichever comes first. This customer is Osbourned.
Not to mention a refresh will give another reason for "Osbourned" Model S customers to trade-in their existing Model S. This will give Tesla more CPO sales which again will help Financials tremendously. It's in Tesla's best interest to get a refresh out well before Model 3 launch, otherwise they will potentially suffer from "Osbourned" Model S owners holding out a little too long not willing to upgrade.
JRP3
Hyperactive Member
I appreciate the extensive research, but unless Tesla is actually seeing decreased S orders Osbourne isn't necessarily in the house yet. I question how many potential S buyers are going to wait 2+ years for the 3 instead of buying an S, especially if a P100D with improved 0-60 is announced, even with the existing nose.
Ulmo
Active Member
Various rumors that seem like they're pulled from TMC speculation:
Tesla is making the Model S a bit more luxurious, and more expensive
Updated Tesla Model S with more features, higher price coming soon - Roadshow
Tesla Model S may get 'Bioweapon Defense Mode' and 100kWh battery option this week
My email of April 4 says: "We've ramped up Model X production significantly and accelerated delivery timelines. In just a couple of weeks, we'll be opening up orders online and in-store for Model X. Before we do that, we'd like to invite you to configure yours first."
Tesla is making the Model S a bit more luxurious, and more expensive
Updated Tesla Model S with more features, higher price coming soon - Roadshow
Tesla Model S may get 'Bioweapon Defense Mode' and 100kWh battery option this week
My email of April 4 says: "We've ramped up Model X production significantly and accelerated delivery timelines. In just a couple of weeks, we'll be opening up orders online and in-store for Model X. Before we do that, we'd like to invite you to configure yours first."
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MitchJi
Trying to learn kindness, patience & forgiveness
A MS refresh could include a huge windshield like the MX and maybe the rear glass like the M3.
Q1 ER-CC should have the first full quarter of TE with the new automated production line, which should be substantial. Q4 production was brief, and the bottom line results were reduced even further due to the costs and the time involved in setting up the line. They probably sized the line to either accommodate the output of GF phase 1 output (1/7 the of 35gWh) or the 15gWh planned for TE at the GF. So if Panasonic can supply the cells... In any case this will be the first quarter of TE income with no zero Cap-Ex.
They should also report production of roughly 3k-4k MX which should be a boost to SP.
Q1 ER-CC should have the first full quarter of TE with the new automated production line, which should be substantial. Q4 production was brief, and the bottom line results were reduced even further due to the costs and the time involved in setting up the line. They probably sized the line to either accommodate the output of GF phase 1 output (1/7 the of 35gWh) or the 15gWh planned for TE at the GF. So if Panasonic can supply the cells... In any case this will be the first quarter of TE income with no zero Cap-Ex.
They should also report production of roughly 3k-4k MX which should be a boost to SP.
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Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Not likely for two reasons. First, that would be a major redesign/rework of the body. Second, that would eliminate the possibility of opening the roof. No panoramic roof if a fixed windshield is in it's place.
Anything that requires a new series of crash tests is likely not on the table.
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