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Tesla Delivers Record 97,000 Vehicles in Q3

ir.tesla.com

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Re: Tesla Delivers Record 97,000 Vehicles in Q3

#211

Post by dmode »

danhak wrote: post #13
chrisrogers wrote: post #8

Forecasters had expected 99,000, so below targets. Tesla has said they are targeting 400,000 for the year, so Q4 will need to be quite something.

Which forecasters? Morgan Stanley put out a note just this morning predicting 91,000 deliveries: https://www.zerohedge.com/technology/morgan-stanley-predicts... One of the most prominent TSLA shorts was predicting 82,000: https://mobile.twitter.com/markbspiegel/status/1167484390366... Full-year guidance is 360,000 - 400,000. They should have no problem hitting the lower end at this point.

Wow, that Spiegel guy seems to have lost his mind after being wrong about his Tesla prediction for decades

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#212

Post by davidgould »

new_realist wrote: post #191
xkjkls wrote: post #37

Earlier quoted context omitted.

Why do we think they are production limited instead of demand limited? They’ve had to lower ASPs for close to 5 consecutive quarters. That’s not indicative of production constrained.

Tesla has over 14,000 cars in inventory. They are not production constrained, which is exactly why they keep dropping prices.

That is about two weeks supply, which is extraordinarily low for auto inventory. Typical cars run 8 to 10 weeks inventory.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#213

Post by nickik »

grizzles wrote: post #201
rcMgD2BwE72F wrote: post #155

Earlier quoted context omitted.

>S and X models are just the model 3 chassis with a different body & trim. That's incorrect.

Well let's see. They use the same range of Tesla batteries. They use the same motors. The same brakes (Brembo), same transmission, similar suspension. Neither have an ic engine, fuel tank or radiator. The difference in the wheelbase between the Model X (116.7) and Model (116.5) is 0.2 inches. As I said a different body. If I'm incorrect tell me how.

Why are you just straight up lying about things that can be checked with ease?

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#214

Post by nickik »

threeseed wrote: post #73
sockgrant wrote: post #57

Earlier quoted context omitted.

Can the Taycan compete on price, speed, range, and charging network? AFAIK it loses in all of those categories.

Can a Tesla compete on brand, design, interior fit, build quality, support, charging speed, repeatability, handing ? AFAIK it loses in all of these categories.

> brand

Yes, its way better.

> design

Yes.

> interior fit

I much rather have the interior of a Tesla. I car much more about the cool features then complaining about a slight overlap of two plastic panals that are under the seat, or whatever car german fetishits obsess about.

> charging speed

They have a small advantage on a tiny number of actual charging stations but the majority of the time your gone charge much slower.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#215

Post by grizzles »

nickik wrote: post #213
grizzles wrote: post #201

Earlier quoted context omitted.

Well let's see. They use the same range of Tesla batteries. They use the same motors. The same brakes (Brembo), same transmission, similar suspension. Neither have an ic engine, fuel tank or radiator. The difference in the wheelbase between the Model X (116.7) and Model (116.5) is 0.2 inches. As I said a different body. If I'm incorrect tell me how.

Why are you just straight up lying about things that can be checked with ease?

I said the body was different. Tesla standardizing on Raven is not really a counterexample.

These other differences (eg. a few extra battery cells) are so chickenshit that if a factory level product engineer was making these changes 99% of the time it would be signed off by max one other engineer. I know because I used to be one of those engineers. The gist of what I'm saying is totally true. It's not like they are using different battery chemistries on their different models. All their big stuff has moved or is moving to a common platform.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#216

Post by rasz »

thethrowboat wrote: post #209
rasz wrote: post #206

Earlier quoted context omitted.

Most of central European i3 sales can be attributed to German power companies making a deal with BMW under the table. Pretty much 100% of i3 sales in Poland in 2019 went to innogygo, a Green car sharing company. Why Green? Because parent company, Innogy, is a subsidiary of RWE. The lets strip mine ancient Hambach forest ( https://www.bloomberg.com/features/2018-hambach-forest/ ) for Lignite - THE dirtiest coal possib…

I dont know whats wrong with that, isnt it better they buy green cars than ICE cars?

Nothing, other than i3 sales being fake, driven by desire of polluting German energy sector to greenwash its image and acquire carbon credits.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#217

Post by whamlastxmas »

Derek_MK wrote: post #95
skizm wrote: post #87

Earlier quoted context omitted.

I assume someone took away Musk's twitter privileges?

Yeah, the SEC did. After the contempt hearing, they had to renegotiate what constitutes "material" information as a part of their settlement, and that was essentially Musk/Tesla's wake-up call of "Oh, we only just BARELY got out of that mess". So as a result, they've actually been following what the original spirit of the settlement was meant to enforce. Of course, we're still seeing issues where Musk is getting sued…

How do you know he was lying instead of just, you know, wrong?

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#218

Post by Robotbeat »

xkjkls wrote: post #76
Robotbeat wrote: post #55

Earlier quoted context omitted.

Secondarily, the backlog has increased which implies they're demand-limited.

The order backlog includes the Model Y, which is a car that isn’t even in production.

Sounds (almost) infinitely production-constrained on the Model Y, then.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#219

Post by rtempaccount1 »

npo9 wrote: post #106
rtempaccount1 wrote: post #54

Earlier quoted context omitted.

Not every loss making company is an Amazon in the making :) Tesla is likely coming to the end of the period where they have a relatively unique portfolio of products. We're starting to see the traditional car makers come up with competitive vehicles. Whilst Tesla may ride this out fine, it's likely to have an impact on things like margins, going forward.

Is there an electric car that is a true competitor to the Model S?

not sure I've seen a good analogue for the Model S (yet)

closest competitor for the Model X at the moment appears to be the Jaguar I-Pace.

For the model three there's things like the Hyundai Kona and Renault Zoe which are becoming competitive.

I don't think it's there yet, but if I was an investor looking at a 2-3 year timeline, you've got to expect increased competition as there's various models coming along from various companies. Not all of them will be successful, but it's a fair likeliness that some will be.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#220

Post by mcguire »

whamlastxmas wrote: post #217
Derek_MK wrote: post #95

Earlier quoted context omitted.

Yeah, the SEC did. After the contempt hearing, they had to renegotiate what constitutes "material" information as a part of their settlement, and that was essentially Musk/Tesla's wake-up call of "Oh, we only just BARELY got out of that mess". So as a result, they've actually been following what the original spirit of the settlement was meant to enforce. Of course, we're still seeing issues where Musk is getting sued…

How do you know he was lying instead of just, you know, wrong?

Which would be worse for Tesla?
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