Top Tweets for #TeslaDemandIssues
Tesla's Battery day can't come soon enough. One of the reasons this customer is cancelling his Model Y order is that hopefully by next year when he is ready to reorder, the car will have the "One million mile" battery.
#TeslaDemandIssues
How thin is Tesla’s #ModelY backlog? Customer from Portland, OR who ordered an AWD in mid-Feb is being offered to take delivery in 2 weeks. “I definitely made sure to say I was going to be inspecting it with a fine tooth comb..”
@DeanSheikh1
@markbspiegel
#TeslaDemandIssues
This production constrained car company which has unlimited demand, now has a new director in North America for "Marketing and demand generation".
$TSLA $TSLAQ
#TeslaDemandIssues
@markbspiegel Another one: Tesla customer from Chicago ordered an AWD #ModelY on 2/2/20. A rep recently convinced him to switch to a performance for immediate delivery. This means a city as big as Chicago has almost no backlog for P Model Y a year after taking reservations.
#TeslaDemandIssues
TMC member from Florida reports, "Y's are available right now. I received 3 calls with offers of immediate delivery because of cancellations."
This is the car that was supposed to have higher demand than the 3,S,X combined. $TSLA $TSLAQ
#TeslaDemandIssues
If Q1 deliveries <70K, the Q4 $500M contribution to cash flow from the delay in payments of components turns into a $1.5B punishment for cash flow
$TSLAQ 🚨
$TSLA EU deliveries are now showing March delivery dates (from Feb previously) for Model 3, S & X.
US Model 3s are 6-9 weeks for SR+ and 7-10 for AWD & P.
All Model 3s in China (US LR & MIC SR+) are showing Q2 delivery.
All looks positive for Q1 demand and deliveries.
Greetings and salutations, #TSLAQ! You won't hear this because of your self-imposed information bubble, but in case you do, FYI: your dreams of a bad Q1 are vaporizing before your eyes. #NoPriceCutsDespiteATaxCreditDrop #WaitTimesRising #TeslaDemandIssues #TSLAQMarginCallIssues
$TSLAQ, without irony, criticizing Tesla for having sold out even its display cars. ;)
#NoDemand #TeslaDemandIssues #WhereAreTheCars #TeslaNeedsManyMoreFactoriesIssues #Bankwuptcy #Musked
$tslaq rents the most expensive retail real estate in scottsdale but has no cars to display? @TESLAcharts
From the US Model 3 order page.
#DemandProblems #TeslaDemandIssues #TeslaDemandProblems #Musked #Bankwuptcy #TeslaIsAZero #PrecededByAnIncreasinglyLargeTwoDigitNumber
TESLA’S INCREASINGLY GLOBAL FOOTPRINT
Model 3 in 2018 was largely a story about the U.S. market
But 2019 is now proving to be a story about Model 3’s extraordinary success in international markets
The lot has basically cleared out after 3 weeks. No new cars yet. $tsla $tslaq #sgf #SGFreport @Paul91701736 #teslayoysalesdrop #teslademandissues #youvebeenmusked. #musked
I See some of Elons car carrier fleet are blue & grey now.
Empty Tesla car haulers headed east on 580, at least they're doing somthing with them.
You'd think they would be full leaving the Factory since there's such a demand for them.
#TeslaDemandIssues
@Benshooter 0% interest is what normal car companies do in the spring to dump inventory before new model launch. That is a giant red flag!!! $tsla. #teslademandissues
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