Oddly Australia only allows you to order M3SR+ and M3P. No LR options, no white interior and no 19" sport wheels. Similar for other countries listed but some also exclude M3P, eg Hong Kong!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Oddly Australia only allows you to order M3SR+ and M3P. No LR options, no white interior and no 19" sport wheels. Similar for other countries listed but some also exclude M3P, eg Hong Kong!
Carl Raymond
Active Member
“We *do not* want to alarm” is exactly what you say in order to create a panic run for the exits. Hey, shorty?
Please note that the charge port design of the Model 3 is different in Europe: the European Model 3 can’t supercharge via the upper part of the CCS port (the type 2 part), and all European superchargers have been updated to dual type2/ccs connectors. It is very well possible that this would require a very different CCS adapter implementation in Europe versus USA. So I wouldn’t assume that the existence of a European CCS adapter implies plausibility for a USA CCS adapter.
Regarding frustrations expressed on forums
Recall that when M3 hit in the USA?
Folks were giddily grabbing the $70k hot rod
Forums were flooded with the frustrated 200 or so thousand
that had spent years anxiously awaiting the 35k impossible dream
For people stretching to 35K, and
hoping for a crazy low $27.5 price with the credit,
it had to feel like getting up Christmas morning
and there is a note under the tree
"will be back later"
"Have a cookie"
*
Something they almost had, but couldn't reach.
It follows that these would be the most frustrated, emotional posts.
The same thing is likely happening on the CH based forums now.
Recall that when M3 hit in the USA?
Folks were giddily grabbing the $70k hot rod
Forums were flooded with the frustrated 200 or so thousand
that had spent years anxiously awaiting the 35k impossible dream
For people stretching to 35K, and
hoping for a crazy low $27.5 price with the credit,
it had to feel like getting up Christmas morning
and there is a note under the tree
"will be back later"
"Have a cookie"
*
Something they almost had, but couldn't reach.
It follows that these would be the most frustrated, emotional posts.
The same thing is likely happening on the CH based forums now.
Mars ☰mperor
Member
Base price is 49000 lower.
But as I said there is no Autopilot at least for now.
So your quoting these sources won’t help.
Do the math yourself.
Mars ☰mperor
Member
Yes, I agree
Right now 328K looks reasonable
sundaymorning
Active Member
Then the US can disqualify anything below 4651mm in length. Two can play that game.
Before a lot of people were delaying ordering of US made Model 3 waiting to see what the deal for Chinese Model 3 was gonna be like. Now they have clarity and can make a decision. Some of these will decide that they would rather buy the US made Model 3 boosting the number of those orders.
sundaymorning
Active Member
Those who are upset were hoping to be in a Tesla Model 3 for a cheaper price, but unfortunately, Tesla needs to make a profit. Building up that GF3 isn’t cheap. The Chinese are very intelligent people when it comes to business, they’ll understand the dilemma, Tesla should work hard to educate people about Tesla pricing. I’m the end, the Model 3 is still better than its rivals, I’m sure people will purchase the 3. Plus VAT isn’t cheap.
CalX
Member
Elon must be really desperate with no demand to open up sales to all those locations but it won't be any use because electric sales are so low anyways and competition is coming.
More demand levers and pumping schemes!
/s
sundaymorning
Active Member
Leave the weed and whiskey at home, offer it to him off air, and tell him to stop poking the SEC. Focus on building the cars and be reasonable with targets.
RobStark
Well-Known Member
Problem is that disqualifies the Chevy Bolt et al.
Neither Congress nor the White House is particularly Tesla friendly.
I think they would defend Tesla in this hypothetical case in Germany.
Because it doesn't cost GM or Ford anything.
China registration site is still running slow.. kinda odd given the simplicity of the page.
It’s obvious Tesla is doing this just to increase sales. So pathetic. They claim they are supply limited but then why do they keep taking orders for cars if they have no supply? Makes no sense. I think they keep blowing up cars with fires and running them into trucks on autopilot just so people have to use insurance to buy new ones. Obvious fraud ponzi insurance scheme. Elizabeth Holmes has nothing on this fraud boy. The car is ugly too and no good on any real track.... plus I ordered mine like 3 weeks ago and it’s still not here so they can’t even do that right.
It’s obvious Tesla is doing this just to increase sales. So pathetic. They claim they are supply limited but then why do they keep taking orders for cars if they have no supply? Makes no sense. I think they keep blowing up cars with fires and running them into trucks on autopilot just so people have to use insurance to buy new ones. Obvious fraud ponzi insurance scheme. Elizabeth Holmes has nothing on this fraud boy. The car is ugly too and no good on any real track.... plus I ordered mine like 3 weeks ago and it’s still not here so they can’t even do that right.
sundaymorning
Active Member
He says he’ll update it in June as more deliveries are accounted for.
sundaymorning
Active Member
It was like a ditsy party girl going on about smoking weed on the job at Fremont and long shifts and no toilet paper and begging for follows. Almost certainly a troll except there was a pretty convincing photo of an employee badge which I bet was discovered in a dumpster or stolen etc.
Come the end of July at the Q3 earnings report Tesla should be able to accurately give guidance not only to Q3 revenue and cash flow, but also the amount of revenue and cash flow which will be generated in a quarter with full 3k GF3 production (most likely Q2, give or take a quarter).
If Tesla gives that kind of specific guidance, and is able to also say that (1) 7k sustainable M3 production has been achieved and (2) demand is strong, then the near term success of Tesla will be clear to all except the irretrievably brainwashed. And it really shouldn’t matter to the near term SP whether GF3 first reaches full production in Q1, Q2 or Q3. Or whether Q2 deliveries are more or less than 90k.
The market looks forward. Guidance is the key. I’m feeling reasonably optimistic that Tesla will be in the best position ever in July to give very substantive and positive guidance.
If Tesla gives that kind of specific guidance, and is able to also say that (1) 7k sustainable M3 production has been achieved and (2) demand is strong, then the near term success of Tesla will be clear to all except the irretrievably brainwashed. And it really shouldn’t matter to the near term SP whether GF3 first reaches full production in Q1, Q2 or Q3. Or whether Q2 deliveries are more or less than 90k.
The market looks forward. Guidance is the key. I’m feeling reasonably optimistic that Tesla will be in the best position ever in July to give very substantive and positive guidance.
Carl Raymond
Active Member
Just view some random words, numbers and pics of toilet paper unrolled. Then say “follow me” every three seconds. You will have an equally meaningful experience.
RobStark
Well-Known Member
Fact Checking
Well-Known Member
It's not a mystery, Tesla is cell supply limited, but:
- New car demand of any car manufacturer is geographically diverse and noisy at the end of the quarter, and there can be always be over or under-supply of units in a geographical region, especially if the end of quarter is within ~30 days, which is shorter than what it takes to build and ship cars to customers in China. If Tesla is shipping cars to the wrong place they can end up in inventory beyond the end of quarter, fueling 'unable to sell' FUD.
- There's absolutely no reason to lose sales to a hypothetical, non-existent $29,999 Chinese Model 3 being rumored on Chinese social media by trolls for months. By bringing pricing, feature-set, timing and availability clarity, by announcing that it's going to cost $47,000 in 6-10 months and opening up the configurator they are making it easier for Chinese customers to plan (or execute) their next Tesla purchase. "I'll pay $5-$10k more for a car made in the U.S.A. and available right now" is a valid consumer decision, but it requires the knowledge of the price of the Shanghai made Model 3 to make that decision ... This is a common-sense business practice to close current sales and to lock in future sales.
- The new China prices are largely Trump-tariff invariant, so Chinese customers who cannot immediately purchase a car from inventory and who are worried about extra tariffs increasing ASP by 20-40% overnight can order a Shanghai-made Model 3.
- But even for customers where neither of these factors plays a major role it's good for Tesla to up-sell customers to higher spec cars, because they generate more revenue and more margin.
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