Future, please stop rationalizing. Most of the zealots here still haven't paid off their school loans! Then there's you. Huff, puff, BLLLADDDT!
If someone made a bunch of money off the stock, good for them. No different than Vegas.
This is EXACTLY the same thing you zealots said about the 4dr..... 20,000 early reservations. A complete year sold out. Don't you grow tired of pumping unfulfilled promises?
What miracles has he performed other than the proclivity to borrow massive amounts of money? Aside from building the vehicles, what has Tesla done sales or profit-wise? Name a single market in the world where Tesla has exhibited sustained growth?
You folks are so incredibly brainwashed you'll believe anything. One truism remaining a constant is 99.9% of you can't afford a Tesla. But you all enjoy talking like you can!
Cut it up any which way you wish, Future. Tesla needs a grand total of 21,000 deliveries, DELIVERIES, to hit the year number. You have all the answers. How does that happen?
Building out lines is production constrained? How so? Tesla occupies a factory that produced 500,000 vehicles in a year. How many production lines are necessary to produce 35,000 vehicles? Do you know? It certainly isn't more than two. But you act like this is rocket science? That there are so very many details no mere human can unravel?
Two quarters ago Musk declared he couldn't get enough batteries to effectively produce enough vehicles. He met with Panasonic an Voila! Batteries were suddenly going to be available. How did that work? Do you know? Arm-twisting? More money? Better planning? A diversion? I'll go with the latter. Tesla, IMO, did a horrible job of production planning if you believe there weren't enough batteries. Which is it, Dumpster?
Cssaxt, 7,800 would be a record for Tesla. How did you arrive at the conclusion?
Actually, I don't have thoughts on your numbers. But I will say I have serious doubts about Tesla even reaching 30,000 sales in 2014. Based on Q2 results posted by Tesla, 14,076 sales were recorded. 21,000 sales in Q3-4? Does this sound reasonable, even by a 5th grader's standards?
Aristocratized, it was Y-O-U who babbled about blowout 2nd quarter earnings. Look what happened.
Seriously, are you that stupid? Accumulate!
JMC/Cssaxt, this is nothing but a charade. Can you imagine a real company refusing to communicate numbers while leaving it up to people to guess? For God's sake a Cottage Industry has been formed on this board as Inventory Guessing has become the new board game.
Fremont was closed for 3 of the 12 Q3 weeks and the guess is that up to 9,000 4drs might be produced? Don't forget, a projection of 7,800 would be a record quarter. Does anyone think this makes sense?
Dumpster, do you read what you write? What are you trying to say? On one hand you and your friends have been touting all along about Tesla being production constrained. Now here you are, you and Musk, saying 150k a year PRIOR to the gigafactory. Maybe 200k "if they really stretched".
You guys are so delusional it defies all adult logic. No matter what Musk says, how in God's name can you rationalize every, single thing coming from his mouth or his PR people's mouth? It's all complete BS and you should know it. The company won't talk about slow business in the US? Fine! Production constrained is the reason. Not enough business world-wide? Fine! Talk about building a gigafactory that will be the largest facility on Earth. No partners? Fine! Just say they're coming.
You guys have worn me out. Sometimes I think my head will explode because I've never witnessed such unadulterated blabber in all my years in business. There's simply no way to reason with any of you. Take a stance opposite yours and the "interloper" might have well as kidnapped your family.
Do any of you have ties with ISIS? You must. Your ideologies seem the same.
Maybe. Imalm, you can explain why, after 11 years, Tesla has yet to post a profit? Is it a coincident? Or is it a coincidence?
If my numbers are correct, can you kindly explain how my comments could possibly be misleading, deceitful, and dishonest?
You're scratching for any semblance of rationalization. US sales are in big trouble. Moreover, the US IS the Tesla home market Then again, I'm sure sales are flagging because Musk is fighting all those states over selling rights, correct?
It's also true there's not a single market anywhere in the world where Tesla has shown sales increases after the initial adopters received their vehicles. If you can provide just one instance, I'd appreciate reading about it.
Don't forget! Misleading, deceitful, and dishonest are words already used! LOL!
JTF, you're completely clueless.
Future, you're right. Tesla has lost $1.03 Billion so far. Losses WILL continue. But none of it matters in the long term. 11 years of continued losses is but a blink of the eye, right?
JTF, would you mind quoting the rule stating estimates can't be lowered or raised? That once a number is submitted, it's unlawful to change it? Link please?
Oh, I did say the business is getting worse. But I also realize it's possible for Tesla to realize something. If the business was ONLY the US, I would have forecasted somewhere in the area of 12-13,000, about a 34% DECREASE in sales versus 2013.
Check out the articles yourself, smart guy. It's out there. B.....A.....R.....C.....L.....A.....Y'.....S. Try reading for a change!
Not gonna happen. i said the other day to JTF, analysts are now beginning to doubt Tesla has the ability(Business) to hit the mark. Just today Barclay's has come out and said it doesn't think it's going to fly.
Instead of you zealots religiously clinging to your beliefs, I think it's time to accept a little reality here.
Lone_, you consider yourself to be educated? Maybe you are! But you certainly lack business savvy. If you spent any time at all checking the Income Statement, you'd realize saying money was pumped back into the business from profits. Tesla R&D for Q2 was a bit over $100 Million. SG&A was even higher. As an auto company, Tesla can't afford to NOT continue R&D. Not possible. It's the ticket to admission in the game. Not spending money in R&D seals the fate of any producer of big ticket items.
Instead of dispensing your "enlightened" views of the world, perhaps you should spend some time taking a Business 101 course. Your grasp of the auto business is lacking to say the least.
N0m0re, this whole fairy tale about demand is simply not true. I've been saying it for almost a year.
i agree with your points and it's not surprising not a single Tesla lover has mentioned a word about it.
Tesla, the business, is in serious trouble, IMO. The usual litany of excuses seems to be no longer working as the investment community is now beginning to question the business plan. It's only going to get worse. Fish might not be jumping in, but I think the rats are jumping out!
I prove your point? You don't have a point, JTF.
Tesla advertising would have to fulfill one of two objectives: Brand awareness, or call-to-action advertising. Does this mean discounting? Maybe not. It could be in the form of a superior leasing package with higher-than-normal residuals coupled with an outstanding money factor. Tesla could also devise a lease where the customer must adhere to a higher cap cost reduction. These are points you wouldn't be conversant about as you actually don't understand leasing. While Tesla would need to buy down rates or pay to pump up residuals, it could, in theory, work. Tesla just needs some in-house people who understand sales/marketing.
Advertising doesn't mean giveaways. Your comments about year end sales where Mercedes and BMW don't advertise isn't true. BOTH advertise their Christmas Events along with Lexus. You see, both MB and BMW enforce policies they call "Distress Advertising". That means neither company will allow a dealer to advertise at invoice anywhere. if they do, either company will penalize dealer by making them forfeit holdback monies or advertising rebate monies, both of which can be significant.
Of course, you can stick to your surface knowledge if you wish. But if you're going to discuss advertising, perhaps you should be a bit more prepared, ya think??
Results, JTF! Results! Where are they?
You're beginning to sound like that shampoo commercial some years ago when the woman said, "...And they'll tell their friends. And so on, and so on...."
Hey! I was merely commenting about something one of YOU began, advertising.
Oh, and Tesla DOES NOT offer a competitive financing or leasing program no matter how long you hold your breath!
Remember, if you can, JTF, there's a difference between a retail contract and a fleet contract. Do you know the difference? Didn't think so.
Mark, do you even possess a logical bone in your body? Doubtful.