dgpcolorado
Well-known member
^ I don't see a delay in the AWD Model 3 thus far — still says mid 2018. Perhaps the change in my account page will be coming. Or not.
When I select "hold my place" it says that I'll get an email when further configurations are available. So far the "mid 2018" for AWD remains on my configuration page.EVDRIVER said:Have you selected "hold my place" yet? Mine says mid 2018 for AWD
dgpcolorado said:When I select "hold my place" it says that I'll get an email when further configurations are available. So far the "mid 2018" for AWD remains on my configuration page.EVDRIVER said:Have you selected "hold my place" yet? Mine says mid 2018 for AWD
My impression is that Tesla is trying to push USA deliveries back enough that the 200,000th won't happen until July, given that Canadian line waiters can now order "First Production." If true, that would make for the full tax credit for the rest of this year and partial tax credits for all of 2019. Since I can't use the federal tax credit, it is only of academic interest to me (and I've decided that I like the Model S better anyway).
Edit:
Those who track such things report that Tesla has registered 4697 new VINs in the last three days, for a current total of 18540. It may be that the production logjam is easing.
Late on Wednesday, InsideEvs reported that availability of the long range all-wheel drive version of the Model 3 has been pushed back from mid-2018 to late 2018. This likely means that the company will continue to focus only on the long range rear-wheel drive version, which is estimated to be the highest margin variant. InsideEvs also stated that some consumers have seen their estimated delivery dates for the short range dual-motor version being pushed back, and there is further speculation that the complete standard battery version will be pushed back again soon.
Now it may not come as a surprise to many that there are more delays coming to the Model 3. As of Thursday, the Bloomberg Model 3 tracker only has about 8,000 units being produced so far in Q1 2018, likely implying the company will miss its stated production goal of 2,500 units per week by the end of the month. This would mean revenues will come up short, also leading to a potential billion dollar loss and massive cash burn.
Unfortunately for Tesla, more delays also means more trouble trying to hit margin targets. The Model 3 was expected to have a negative gross margin in Q1, and that was likely on a forecast for several thousand units more of production. As I've continued to detail, cobalt prices continue to soar, now above $43 a pound as seen below. They were just above $10 when the Model 3 was launched, so this is definitely going to be a problem down the line for all of Tesla's products that potentially require up to two dozen pounds of cobalt. While we don't know the official details of the battery contract with Panasonic, you can't argue that such a surge in cobalt will help Tesla.
Good data point for Tesla owners.dgpcolorado said:^ I don't see a delay in the AWD Model 3 thus far — still says mid 2018. Perhaps the change in my account page will be coming. Or not.
I wonder whether they will even produce AWD SR cars. They might just tie AWD to LR. However, Tesla did eventually just go with all dual drive for the S and X, so perhaps that will happen with the Model 3 someday.SageBrush said:...I am similar to you (Colorado, early reservation) but am not a Tesla owner.
My AWD date is "late 2018."
Until recently my AWD date was "2H 2018" and mentioned either SR or LR battery packs. Now the AWD option does not mention either battery pack so a somewhat pessimistic (but I think reasonable) view would be that the first AWD produced will be LR models. Since I want an AWD SR model I'm presuming early 2019 delivery.
scottf200 said:A short video on questions regularly asked. Well edited. (I watch videos on youtube directly with gear icon to change speed to x1.25 or x1.5)
I answer viewer questions about the car and give information after owning the car for 6 weeks and 2000 miles. Tesla Model 3 review video by Larry Benjamin. Published on Mar 23, 2018
lorenfb said:mtndrew1 said:Oh just ignore him, honestly. He’s goofy.
Have a problem focusing on the issues being discussed, or are you only capable of ad hominem attacks too?
mtndrew1 said:Tesla can remotely flash nearly every part of the car without it ever seeing a mechanic. If you ever watch one of the cars go through its update cycle you’ll hear and see many of the subsystems going through firmware flashing.
But when one posts laughable comments as above, one usually reverts to their trolling nature.
lorenfb said:scottf200 said:A short video on questions regularly asked. Well edited. (I watch videos on youtube directly with gear icon to change speed to x1.25 or x1.5)
I answer viewer questions about the car and give information after owning the car for 6 weeks and 2000 miles. Tesla Model 3 review video by Larry Benjamin. Published on Mar 23, 2018
It’s unfortunate that the reviewer (Larry) hadn’t driven or owned a BEV before driving the M3, as many of the beneficial features he describes,
e.g. acceleration, handling, quietness and smoothness, are available on most all BEVs. Furthermore, the cabin features which he demos such
as the automatic climate control air direction has been available on all cars for over 30 years. His main focus of the review was on the display
and its functions, i.e. most couldn't care less about music downloads. Nice try for Larry, but he needs to watch other BEV car reviews before
publishing on YouTube. Most present BEV owners or potential BEV buyers wouldn't benefit much from the review when considering a M3 purchase.
lorenfb said:It’s unfortunate that the reviewer (Larry) hadn’t driven or owned a BEV
lpickup said:lorenfb said:It’s unfortunate that the reviewer (Larry) hadn’t driven or owned a BEV
Why should that be a problem? The same could be said about the authors from SeekingAlpha you are fond of quoting.
lorenfb said:lpickup said:lorenfb said:It’s unfortunate that the reviewer (Larry) hadn’t driven or owned a BEV
Why should that be a problem? The same could be said about the authors from SeekingAlpha you are fond of quoting.
Their issue and mine is not with the M3 vehicle but with Tesla and Elon, e.g. taking reservations for a $35k M3
and knowing that it would not be delivered when production began or ever. Furthermore, if Tesla doesn't really
need to be concerned about profitability, then why doesn't Tesla deliver a $35K M3 now? It would develop
goodwill and threaten other BEV products, e.g. Leaf 2 & Bolt. Tesla would dominate the BEV market!
powersurge said:All I can see is that Musk is putting a bait and switch on the public. He made a big name for himself with the miniscule production of the Tesla cars.
Then he has quickly branched out into putting cars into space, pushing the idea of electric tractor trailers, and now self-driving busses. I think all of this is a scam because no company has that much money to initiate, research, and dominate all those new product markets!!!
lorenfb said:Their issue and mine is not with the M3 vehicle but with Tesla and Elon, e.g. taking reservations for a $35k M3
and knowing that it would not be delivered when production began or ever.
lorenfb said:As usual, you fanboys will say; "Cash burn, is that a problem?" As "learned" from the joke of a Tesla "finance primer" on YouTube.
lorenfb said:Remember, Tesla has only five more days to reach the guidance (one of many) of 2500/wk by the end of Q1. But who really cares, as Tesla can and will live in perpetuity with a negative cash flow, right?
lpickup said:lorenfb said:Their issue and mine is not with the M3 vehicle but with Tesla and Elon, e.g. taking reservations for a $35k M3
and knowing that it would not be delivered when production began or ever.
lpickup said:Sorry, that sounds good, but I'm calling total BS on it.
In your most recent posting quoting a SA article, you mentioned cash burn and product ramp (not necessarily related to base model) as key issues. Have you forgotten already, or just changed your mind suddenly and now think all that's wrong is the lack of a $35K Model 3?
lorenfb said:Furthermore, if Tesla doesn't really
need to be concerned about profitability, then why doesn't Tesla deliver a $35K M3 now? It would develop
goodwill and threaten other BEV products, e.g. Leaf 2 & Bolt. Tesla would dominate the BEV market!
lpickup said:And if we went back, we could cover the whole litany of issues you have with Tesla: build quality; poor design of 12V system; poor user interface; issues with phone as key.
Go back far enough and I suspect we'd find some posts saying that Tesla would go under before delivering ANY Model 3's.
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