Model X delivery date Forums Tesla Motors

1 Апр 2014 | Author: | Комментарии к записи Model X delivery date Forums Tesla Motors отключены
Tesla Model X

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lotusguynyc | 28 mei 2013

Given the additional capital raise, I would ask that you try to bring the model X date in. From a sales perspective, with a second product, the X will help substantially help ramp up unit volumes. For Luxury car makers Porsche and Lexus, the SUV is their leading vehicle and it wouldn’t surprise me if this happens with the model X as well. Most importantly, having the X for most of next year, can probably help ensure that you will double sales next year. It also reduces the risk of a slowdown in S sales.

Obviously everyone on this board wants a great product. We saw a great product over a year ago, and my guess it was capital requirements which was responsible for the delay. If you can move that date back up, I think it will really help your customers and your shareholders.

lotusguynyc | 30 mei 2013

Just to follow up to my idea with some tangible suggestions. It seems that lots of people interested in the X would want to drive an S while they are waiting. Most importantly, shipping the X out sooner increases addressable market significantly, and provides a more likely scenario that TSLA can double revenues for the next 2-3 years pre gen 3. The X shipping as soon as possible would be the best solution.

Q1 or Q2 would be great and this would virtually guarantee doubling sales in 2014.

If this is not possible due to supply chain and design, perhaps offer an S for a $1000/ month rental where TSLA maintains ownership. This would be available to x reservation holders only and would make the x deposit non refundable. In other words, the s rental program locks you into an X and provides true visibility for future X sales.

Tesla Model X

The returned S models can be used as loaners, test drive cars or sold as used for lower price points.

In most cases, one would never commit to a non refundable deposit without seeing or driving the X. Especially without seeing final price points and features. However, since you did such a good job with the S, I. as well as others would be willing to do this so we can start driving a tesla today. $1000 /month rental fee and a $20k deposit for the X are numbers I would be comfortable with.

The best thing Tesla gets out of this, is just in case S sales have a slight slowdown, tsla can report real X adoption through non refundable deposits. No one wants to see the stock get hit because tsla sold 500 less S’s than planned, and tangible X sales may help.

The other idea I had. and I would certainly do this, but not sure if others would, is I would sign X paperwork now, and pay for the X in cash upfront now, and in return I would have a loaner S until the X was delivered.


Anyway, I hope this discussion is food for thought to either deliver the X sooner, or have an S to X program.

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