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oooh, pretty!GUYS, OMG
New design is up on tesla.com!
Just wait until Elon tweets/people actually cover the news... A lot has happened today, first true S refresh since 2012 and the X configurator is now open.Nasdaq up 0.6% and oil is up 2.7%. Tesla is down 1%, very disappointing!
I posted about it in the wait times thread, they have added a "May" date to new MX orders for the 90D and P90D and a June date for the 75D. They also have only opened the design studio up to US orders it would seem. At least as I change through to other languages/locations, including Canada, I can't get to their version of the design studio.
As I pondered above, I wonder what the implications here are for Q2. They have just placed MX 90s on the SAME timing as new MS orders. I am guessing that they have fully blended the BIW lines with the facelift of the MS to push those down the same paths (if they weren't doing this already). I am still nervous, for the first time, about demand numbers. Yes, they are upping their production to some crazy high numbers, so this is likely to put pressure on demand anyway, but the implications here are interesting to think about... could we finally see them having more production volume than order rates? I have been waiting for this to happen for a very... very... long time... It has to happen eventually, right?
New changes to the vehicle line up seems quite likely to influence short term price movements.Keep Model S upgrade discussion to where it belongs
Moderator Note:
Keep Model S upgrade discussion to where it belongs - which is NOT here.
I posted about it in the wait times thread, they have added a "May" date to new MX orders for the 90D and P90D and a June date for the 75D. They also have only opened the design studio up to US orders it would seem. At least as I change through to other languages/locations, including Canada, I can't get to their version of the design studio.
I just checked my iPhone stocks App and the Google News page on my computer, and neither of them are showing any news for the Model X design studio opening or the Model S refresh.
I wouldn't expect any major price movements on product refresh news. While the cosmetic changes to Model S and the addition of the HEPA "bio-weapon defense mode" are moderate in size, we don't know yet know the implications for sales.
Today isn't over...Yeah. Any tweets or news about Autopilot 2.0 would help SP, but apparently no announcement today.
I'm not seeing that. I see "Deliveries begin mid to late 2016" for 75D, and "Deliveries begin mid 2016" for 90D, and "Deliveries begin early 2016" for the P90D. That doesn't say anything about the number of orders ahead nor when a new order would get delivered. Is there a different source?
Go into the design studio for the model X to see the May/June delivery estimates.
Reasons for the disappointing stock performance today
* Model S refresh lacking headliner announcement (notable 100D and/or AP2.0)
* Model X recall
* Shorter Model X wait times than expected
* Shortest Model S wait times since at least 18 months
Well, those can't be the reasons because market does not know about most of them.Go into the design studio for the model X to see the May/June delivery estimates.
Reasons for the disappointing stock performance today
* Model S refresh lacking headliner announcement (notable 100D and/or AP2.0)
* Model X recall
* Shorter Model X wait times than expected
* Shortest Model S wait times since at least 18 months