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Old 06-01-2018, 07:31 PM   #426
godfather2112
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Yes.
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Old 04-04-2019, 10:40 AM   #427
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There’s a demand cliff and Tesla’s model 3 just fell off of it for Q1.
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Old 04-04-2019, 10:54 AM   #428
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Offer 7500 dollars tax credit on an A4 or BMW 3 series and see what happens. Hardly a direct comparison.
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Old 04-04-2019, 11:03 AM   #429
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Yeah, and that pool of money is finite. In fact, a few states don't even offer those rebates any more because they ran out of incentive money. First come, first served so to speak.

Once you remove the subsidy, which is essentially what that rebate is, it can compete on level ground.
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Old 04-04-2019, 01:02 PM   #430
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Quote:
Originally Posted by godfather2112 View Post
Thereís a demand cliff and Teslaís model 3 just fell off of it for Q1.
If they hadn't expanded overseas, I would tend to agree.

The big point is right here:
Quote:
Due to a massive increase in deliveries in Europe and China, which at times exceeded 5x that of prior peak delivery levels, and many challenges encountered for the first time, we had only delivered half of the entire quarterís numbers by March 21, ten days before end of quarter. This caused a large number of vehicle deliveries to shift to the second quarter. At the end of the first quarter, approximately 10,600 vehicles were in transit to customers globally.
First part of the quarter they built and shipped for overseas.

Then they delivered 30,000 cars in North America in the last 10 days of the quarter.

If the 10k in transit had been delivered, they would only be down a few thousand M3 deliveries from Q4.
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Old 04-04-2019, 02:05 PM   #431
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Originally Posted by hooziewhatsit View Post
If they hadn't expanded overseas, I would tend to agree.

The big point is right here:


First part of the quarter they built and shipped for overseas.

Then they delivered 30,000 cars in North America in the last 10 days of the quarter.

If the 10k in transit had been delivered, they would only be down a few thousand M3 deliveries from Q4.
Few things to point out.

US demand has fallen significantly and not kept an upward projection. Sure, once deliveries hit China and Europe the number of model 3 sold and delivered will explode, likely for a few quarters. Then what happens after that? Rinse and repeat of what happened here?

Q1 could very well just be a fluke quarter and q2 returns full steam and blows out numbers, Iím not discounting that at all. Iím personally on the side that US demand for the 3 will not have a QoQ or YoY growth number in the US.

EVEN if they had come within a few thousand of their projections, itís still a miss regardless of how you spin it.

If demand is indeed decreasing in the US, why? Is it because there simply is not enough people interested in Tesla cars? Did the announcement of the model Y put customers on pause until thatís released? If so, whatís the fate of the mode 3? Are they not interested in EV? Are they waiting for other autos to release their EVís? Combination of all the above?

Tesla still has a lot of obstacles to overcome to become stable. I think the question becomes for investors, is when Tesla has a blow out quarter, will it be sustainable over the long term? Secondly, what happens when the company becomes valued as a car company? (which for the most part it is)

Letís exclude model 3 for a moment. The model S carries a very large margin of profit. If those continue to decline, the base and $42k variants are going to have to sell in such massive volumes to make up for the profit loss that itís going to be challenging. Not impossible, just challenging.

Iíve been out of the stock for 2 years (yes sold a little bit early but Iím fine with that). I think the stock is not worth buying at current moment but I do hope the company can get and keep things on the right track. Unfortunately I donít think Elon is the man for the job. The making knee jerk announcements and then walking them back (closure of dealerships and going all online) are not actions of a solid leader who understands their business.

If the company fails, itís because of Elonís ego and not knowing when to seek help.
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Old 04-04-2019, 02:28 PM   #432
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The big BIG point is the entire car industry is down. Reliable top performers are taking hits. At the end of the day we are talking large dollar personal transportation demand. Tesla is not immune to market pressures and fluctuations. That’s what I hate about this thread. There’s a disconnect between what’s normal and what’s expected and the double standards thrown around. Conquest of premium ICE vehicles was their primary sales driver. Now they have a product aimed at top trim bread and butter vehicles along with being an upgrade for budget EVs and hybrids. But when shoppers are not buying anything, Tesla suffers with the rest. Got nothing to do with Tesla. TSLA sure. But they gotta keep the lights on at their factory. They don’t have the luxury of closing a factory when demand shrinks.
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Old 04-04-2019, 02:41 PM   #433
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The stock market is hilarious


https://electrek.co/2019/04/04/audi-...-range-epa-us/

Tesla killer
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Old 04-04-2019, 02:54 PM   #434
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If only the Model Y would have been a similar shape instead of a 'coupe' CUV I might have ordered one.
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Old 04-04-2019, 02:57 PM   #435
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The stock market is hilarious


https://electrek.co/2019/04/04/audi-...-range-epa-us/

Tesla killer
I donít think any one person had pointed to one vehicle and said ďTesla killer.Ē Your post are also laughable as it contains near dick nothing except for ďTesla is the almighty savior.Ē
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Old 04-04-2019, 03:01 PM   #436
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The big BIG point is the entire car industry is down. Reliable top performers are taking hits. At the end of the day we are talking large dollar personal transportation demand. Tesla is not immune to market pressures and fluctuations. Thatís what I hate about this thread. Thereís a disconnect between whatís normal and whatís expected and the double standards thrown around. Conquest of premium ICE vehicles was their primary sales driver. Now they have a product aimed at top trim bread and butter vehicles along with being an upgrade for budget EVs and hybrids. But when shoppers are not buying anything, Tesla suffers with the rest. Got nothing to do with Tesla. TSLA sure. But they gotta keep the lights on at their factory. They donít have the luxury of closing a factory when demand shrinks.
Um b.s to a certain extent. Tesla last year outperformed the entire car market in sales growth and even out sold by a large margin the 3 series, a4 and c300. Conventional autos have been in a downward sales trend for several years. You can do the opposite of what the market is doing if your creating enough demand. Lastly, you completely ignored that Tesla NEEDS to keep demand up or return dick for profit and erode what little cash they have on hand and the cash on hand maintenance requirements.
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Old 04-04-2019, 03:10 PM   #437
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I donít think any one person had pointed to one vehicle and said ďTesla killer.Ē Your post are also laughable as it contains near dick nothing except for ďTesla is the almighty savior.Ē
maybe not here in this forum. The EPA range rating on that thing is terrible.

If Honda or Toyota were making EV's I would be buying those instead of a Tesla.

not everything is about you buddy.
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Old 04-04-2019, 04:08 PM   #438
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Originally Posted by godfather2112 View Post
Um b.s to a certain extent. Tesla last year outperformed the entire car market in sales growth and even out sold by a large margin the 3 series, a4 and c300. Conventional autos have been in a downward sales trend for several years. You can do the opposite of what the market is doing if your creating enough demand. Lastly, you completely ignored that Tesla NEEDS to keep demand up or return dick for profit and erode what little cash they have on hand and the cash on hand maintenance requirements.
You called my post BS then backed up everything I said. I donít think you really cared to understand my point. When in Tesla thread.
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Old 04-06-2019, 10:33 PM   #439
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Took the car to the drag strip again after the 5% increase on horsepower upgrade and I gain 1-1.5mph in the trap speed and lower my ET and 60'. I really love this car 😍 I hope they do another update to have 60' in the 1.6s that would be killer.





I also got the 8.5 update that has autopilot enhancements and is smooth as butter. It drives smooth and price on par with the best drivers out there.
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Old 04-07-2019, 11:52 PM   #440
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Is 1/8th mile drag racing big in the US? Not sure I've ever even seen an 1/8th mile track in Canada.
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Old 04-08-2019, 12:13 AM   #441
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This could be a very clever way for Tesla to make hundreds of millions if not billions of dollars by not selling their own cars.

“Fiat Chrysler will pay Tesla to avoid EU emissions fines”
https://www.google.com/amp/s/www.eng...void-eu-fines/
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Old 04-08-2019, 10:00 AM   #442
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Quote:
Originally Posted by godfather2112 View Post
This could be a very clever way for Tesla to make hundreds of millions if not billions of dollars by not selling their own cars.

ďFiat Chrysler will pay Tesla to avoid EU emissions finesĒ
https://www.google.com/amp/s/www.eng...void-eu-fines/
That's been at the core of tsla since **** boy took over. All of his ideas rape the public coffers. I would say reprehensible rather than clever.

One of the ways to justify buying a last-gen Corolla with a battery pack for way too much money is to race the 1/8 mile
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Old 04-08-2019, 12:02 PM   #443
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Is 1/8th mile drag racing big in the US? Not sure I've ever even seen an 1/8th mile track in Canada.
around my are there to 1/8th miles tracks and there is one 1/4th mile track about 2 hours from house. At one time lots of 1/4th miles track were closing about 4-5 years ago I don't know if that is still the case.

My next track trip might be Road Atlanta and see what my overpriced corolla can do .

I am really loving the model 3.
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Old 04-08-2019, 12:19 PM   #444
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1/8th mile drag racing makes even less sense than the 1/4 mile drag racing. Cars need a chance to get out of 2nd gear.
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Old 04-08-2019, 05:28 PM   #445
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1/8th mile drag racing makes even less sense than the 1/4 mile drag racing. Cars need a chance to get out of 2nd gear.
It only has one forward gear!

*I think*
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Old 04-08-2019, 05:50 PM   #446
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godfather, you are of course right
but I was thinking back to my days of bracket racing my trans am. Hell without shifting what is even the point of drag racing... a monkey could do it if all you do is stomp a pedal.
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Old 04-08-2019, 07:32 PM   #447
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godfather, you are of course right
but I was thinking back to my days of bracket racing my trans am. Hell without shifting what is even the point of drag racing... a monkey could do it if all you do is stomp a pedal.
Why bother with the monkey, save the weight, just let the car drive itself Can't wait for the 1/8 mile vid, empty car beats 68 camaro Pro Street with shifty driver....
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Old 04-09-2019, 12:09 AM   #448
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Why bother with the monkey, save the weight, just let the car drive itself Can't wait for the 1/8 mile vid, empty car beats 68 camaro Pro Street with shifty driver....
That would actually be funny to watch.
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Old 04-09-2019, 10:30 AM   #449
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That's been at the core of tsla since **** boy took over. All of his ideas rape the public coffers. I would say reprehensible rather than clever.

One of the ways to justify buying a last-gen Corolla with a battery pack for way too much money is to race the 1/8 mile
I donít completely agree with this. Sure, he got a government bailout during the recession but so did GM and Chrysler. Yes, his car have an EV tax credit but that credit is offered to all manufactures so itís not just Tesla. I mean hell, oil industry has been subsidized for how long now and to the tune of how many billions?

I can 100% support limited subsidies so that it allows new companies with tech that moves the world forward to establish and compete. Limited meaning there is a definitive time frame it ends and itís not 15+ years either.

I donít exactly understand why the payment goes to to Tesla and not the government but Iíd rather see the money go to a business than the government who would lose it within the leaders pockets.
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Old 04-09-2019, 11:46 AM   #450
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I donít completely agree with this. Sure, he got a government bailout during the recession but so did GM and Chrysler. Yes, his car have an EV tax credit but that credit is offered to all manufactures so itís not just Tesla. I mean hell, oil industry has been subsidized for how long now and to the tune of how many billions?
Every gallon of fuel sold bro. Why do these people conveniently leave that fact out every time these discussions take place? Big oil receive billions in subsidies yet hit billion dollar profit margins every year. It's yet another sign of hypocrisy and why our great nation is trillions of dollars in debt. It also explains the income or wealth disparity in the country.
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