smkettner
Well-known member
When Tesla has a 30 day supply at the showrooms will be when they worry about sales slowing.
2014 Sep Plugin Sales Discussion : Leaf 2881 ,Total 10538
- Thread starter evnow
- Start date
Help Support My Nissan Leaf Forum:
evnow
Well-known member
And the reason to think there is a "potential downturn" is ... ?lorenfb said:
To me that statement looks like a speculation based on top of another speculation.
lorenfb said:
They are both guesses. Better numbers will be available in about a month when Tesla reports their quarterly numbers.
What does your comment asking if we have some TSLA owners worried about the Q3 report have to do with this?
evnow
Well-known member
I'd take any Tesla related article in non-EV related websites/news outlets with a large dose of salt. Most of them are fact-free and designed purely to attract clicks or are promoting or demoting TSLA, the stock. They have almost no interest in EVs as such.
Not to get into the "what's going on with the Tesla estimate" at InsideEVs too much, but we spend an inordinate amount of time trying to come up with a real-world/realistic estimation of monthly sales for Tesla.
We in no way look at the company worldwide quarterly estimates at all to arrive at a US delivery number, or for any theories on what the US split should be. We just do the research to the best of our abilities and "it is, what it is". August = crappy, September = exceptionally high.
That being said of the historical results, we have never been off more then 300 units net on any quarter where result were quantifiable 100%, and our average quarterly miss is a little under 150 units...so its not too shabby. But I'm not saying in anyway we are perfect; it is more than possible for us to get a month or quarter wrong now or in the future.
As InsideEVs is a media outfit only concerned really about plug-in news specifically, we don't allow for any 'financial/stock ownership position" considerations. I personally don't own any Tesla shares...as long as I work at IEV I will not own any shares; none of the persons on the staff own shares (or are holding options).
Truth be told, the day Tesla starts reporting monthly numbers will be the best month ever. Its very tricky/time consuming doing the work...and because our track record has very accurate so far, we get pounded near daily to explain the methodology/research behind the numbers, and to make future predictions by those employed in the investment community.
We in no way look at the company worldwide quarterly estimates at all to arrive at a US delivery number, or for any theories on what the US split should be. We just do the research to the best of our abilities and "it is, what it is". August = crappy, September = exceptionally high.
That being said of the historical results, we have never been off more then 300 units net on any quarter where result were quantifiable 100%, and our average quarterly miss is a little under 150 units...so its not too shabby. But I'm not saying in anyway we are perfect; it is more than possible for us to get a month or quarter wrong now or in the future.
As InsideEVs is a media outfit only concerned really about plug-in news specifically, we don't allow for any 'financial/stock ownership position" considerations. I personally don't own any Tesla shares...as long as I work at IEV I will not own any shares; none of the persons on the staff own shares (or are holding options).
Truth be told, the day Tesla starts reporting monthly numbers will be the best month ever. Its very tricky/time consuming doing the work...and because our track record has very accurate so far, we get pounded near daily to explain the methodology/research behind the numbers, and to make future predictions by those employed in the investment community.
