Tesla:Welcome X Æ A-12

Discussion in 'The Mainboard' started by TheFreak55, Apr 29, 2015.

  1. Where Eagles Dare

    Where Eagles Dare The Specialist Show On Earth
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    What were the Q4 numbers by month?
     
  2. Arliden

    Arliden Well-Known Member
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    17.7k Oct, 18.6k Nov, and 25.2k December.

    Also the Insideevs numbers show improved demand for S/X

    X sales have recovered to 2018 April May levels while S has improved noticeably from Jan/Feb Q1 it still lags behind April May 2018. These were mostly all non Raven models as well.
     
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  3. dblplay1212

    dblplay1212 Well-Known Member
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    Sales waaaaay down compared to Q4.

    Improved demand!

    :laugh:
     
  4. Gallant Knight

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    i think q4 is always good for car companies. lexus december to remember etc etc

    but yeah this is supposed to be some hyper growth story

    what i'll really be interested in are q3 and q4 numbers YoY. i could see q4 numbers being flat or even declining. if that happens the stock is going to get absolutely obliterated.
     
  5. Arliden

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    lol, Q3 & Q4 of 2018 had 0 international shipments, Q1 was the first time they shipped internationally.

    So you cant compare Insideevs April and May 2019 estimates to 2018 ones since they are US sales only.
     
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  6. Arliden

    Arliden Well-Known Member
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    See above, for someone who posts a shit ton about this company in the thread you don't follow basic stuff.
     
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  7. Gallant Knight

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    i mean you definitely can? if they could sell all these cars domestically then why would they pay to ship them overseas?
     
  8. dblplay1212

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    So sales should be much higher now that they are shipping internationally, right?
     
  9. dblplay1212

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    If Tesla ever files BK, you can bank on ksim14 to come here and let us know how it's a good thing for their future.

    "Just reorganizing. If you knew anything about this company you would know this is all part of their strategy."
     
  10. Arliden

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    lol sorry I pointed out why you jumped to a wrong conclusion bud.
     
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  11. dblplay1212

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  12. Arliden

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    You cant because if you make lets say 30k cars a month, you now send 15k overseas the maximum you can send to the US is 15k. I'd imagine Q4 delivery numbers in the US stand for a while espically first and second month numbers.

    Q3 and Q4 were anomalies because it was all pent up demand for Performance, AWD, LR; not indicative of true steady state demand.
     
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  13. Arliden

    Arliden Well-Known Member
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  14. Gallant Knight

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    Why is there a maximum?
     
  15. Arliden

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    There is not enough US demand for 30,000 $40k cars a month for any one car company. The European sedan market is double that of the US and the EV market in China is 2 times the size of the US one.
     
  16. Gallant Knight

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    i thought tesla had like 100,000 reservations still?
     
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  17. Arliden

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    But to answer this question seriously, Model 3 numbers they have a good chance at being higher than q4(60k), and overall deliveries will be close but I doubt they surpass 90.7k delivered in Q4.
     
  18. Arliden

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    lol come on dude, all reservations were worldwide anyways. The last countries that couldn't order just opened up this month which were RHD countries like the UK and Australia.
     
  19. Where Eagles Dare

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    Typically the time frame where the new year models hit the lot. So probably people jumping on new cars, as well
     
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  20. Gallant Knight

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    yep so more interested in YoY in Q4. if it's close or flat it will be no bueno for tsla
     
  21. Gallant Knight

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  22. Gallant Knight

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    europe is just such a huge market dblplay1212 you just dont understand

    In Germany, independent market analyst Matthias Schmitt uses electric vehicle subsidy applications to estimate orders. German Model 3 orders have fallen every month since the first of the year: in January, 911 cars; February, 835; March, 811; April, 735 and May, 664.
     
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  23. Gallant Knight

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    lol Musk said that he was “optimistic about being profitable in Q1 and for all quarters going forward.” The company lost $704 million in the first quarter
     
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  24. Arliden

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    I love how any positive news whips you and dbl up into a frenzy.
     
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  25. gus_chiggins

    gus_chiggins Where you goin’ with those clubs, punk
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    kslim SIAP, but do you work for Tesla?
     
  26. kslim

    kslim Guest

    :comicbookguy:
     
  27. Arliden

    Arliden Well-Known Member
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    Lol

    No I don’t.
     
  28. gus_chiggins

    gus_chiggins Where you goin’ with those clubs, punk
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    Ok. Just wondering
     
  29. kslim

    kslim Guest

    would you get an avatar already, this is getting out of hand
     
  30. Arliden

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    Haha yea at the gym now but I’ll work on it when I get back.
     
  31. Arliden

    Arliden Well-Known Member
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    Iam from the Bay though and have high school friends that do work for them at Fremont, so I’d like to see them succeed for that reason plus a litany of others.
     
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  32. dblplay1212

    dblplay1212 Well-Known Member
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    Anything less than Elon's mug or a Tesla logo is unacceptable.
     
  33. Where Eagles Dare

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    It's amazing dbl wants to call anyone a "Stan" when he does nothing but piggy back on any semblance of negative new GK post then attempts to disprove any bit of news that could be seen as positive.
     
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  34. Gallant Knight

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    if it is anything else i will ask mod devine to change it
     
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  35. Gallant Knight

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    i'm a born leader he cant help it
     
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  36. Where Eagles Dare

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    We know he's a follower
     
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  37. dblplay1212

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    Now I've seen it all. Normally I'm the contrarian. Now I'm the follower. Neat.
     
  38. Where Eagles Dare

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    I'm actually shocked you haven't talked about the sub $50,000 truck
     
  39. Where Eagles Dare

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    Nah, normally you're just wrong & that fits into which group
     
  40. dblplay1212

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    The one that will outperform an F150 and a 911?

    :laugh:
     
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  41. dblplay1212

    dblplay1212 Well-Known Member
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    "The goal is to be a better truck than an F-150in terms of truck-like functionality and be a better sports car than a standard 911."

    :roll:
     
  42. Where Eagles Dare

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    If you don't have high hopes, you really shouldn't do it.
     
  43. Joe_Pesci

    Joe_Pesci lying dog-faced pony soldier
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    he posted about tesla financial stuff for 6 months before he learned how much a model s costs. keep that in mind
     
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  44. kslim

    kslim Guest

    the f150 part should take much ( i own one)
     
  45. Where Eagles Dare

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    Believe he's stated it will be able to tow 300,000 pounds

    A maxed out Semi trailer is about 60k
     
  46. dblplay1212

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    If they make a more functional truck than an F150 that outperforms a 911 and it sell for under $50k, I'll buy you one.
     
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  47. dblplay1212

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    It'll need 18 foot wide tires.
     
  48. Where Eagles Dare

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    quoted

    #MeToo
     
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  49. Where Eagles Dare

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    Isn't a standard 911 kinda scoffed at by car buffs or is that a Porsche boxter.

    edit: Google tells me a 911 has 448hp, so much be the Boxter that is weak w/ only like 260
     
  50. dblplay1212

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    I think that's the Boxster. I know the 2000's models were frowned upon but I think they re-did them a few years ago and now it's the 718 Boxster or something. May be better now.