Tesla Model 3 revealed
Discussion
JPJPJP said:
Model 3 available from stock in NL now
Plenty of them too
https://www.tesla.com/nl_NL/inventory/new/m3?redir...
Do you think they’re pre-registering for sales reporting purposes?Plenty of them too
https://www.tesla.com/nl_NL/inventory/new/m3?redir...
skwdenyer said:
JPJPJP said:
Model 3 available from stock in NL now
Plenty of them too
https://www.tesla.com/nl_NL/inventory/new/m3?redir...
Do you think they’re pre-registering for sales reporting purposes?Plenty of them too
https://www.tesla.com/nl_NL/inventory/new/m3?redir...
JPJPJP said:
What does the availability of new m3 from stock in Europe say about demand?
I’m curious if that means all (most) pre-orders are filled, or if production capacity has been used on ‘easy to make’ or ‘most profitable’ variants first.
All it tells you is there isn't an endless stream of people with €55k to spend on a 3 series sized saloon. How many €55k A4/3 series/C class do Audi/BMW/Merc sell??I’m curious if that means all (most) pre-orders are filled, or if production capacity has been used on ‘easy to make’ or ‘most profitable’ variants first.
We'll soon see the same in the UK, £60k P Model 3s will be available from stock.
Model 3 pricing needs to be 10-20% cheaper, like the rest of Tesla range.
Tesla knows this, but for what ever reason either cannot or wouldn't drop prices. There is no issue with demand, the issue is price.
Edited by gangzoom on Saturday 8th June 06:44
JPJPJP said:
It will be interesting to see how quickly new from stock rhd m3 cars do become available in the uk.
First ones are on the water just now AIUI.
A few of us have suspected this has already happened based on the configurator changing to restrict what you could buy in an attempt to force people towards available stock. Speculation of course but a few weeks later the delivery data changed and the options came back suggesting that inventory had been sold. First ones are on the water just now AIUI.
And its not just Holland, Norway and France also list inventory, I didn't look at any others but I presume the same
JPJPJP said:
It will be interesting to see how quickly new from stock rhd m3 cars do become available in the uk.
First ones are on the water just now AIUI.
I think pretty much straight away, black on black spec though I suspect. But come September (maybe sooner) your get more choice and there will be 'free for life supercharging' on the inventory stock + some 'show room adjustment' - because Tesla doesn't officially do any 'discount' on list price First ones are on the water just now AIUI.
. Tesla really can't win can they?
If there were long waiting lists people would complain. If there are cars in stock there must be no demand and they are about to go bust.
I can walk into my local Porsche dealer and have a choice of 4 or 5 unregistered Caymans/Boxsters and that is one of how many dealers? Does this mean Porsche are in trouble?
If there were long waiting lists people would complain. If there are cars in stock there must be no demand and they are about to go bust.
I can walk into my local Porsche dealer and have a choice of 4 or 5 unregistered Caymans/Boxsters and that is one of how many dealers? Does this mean Porsche are in trouble?
Ryder35 said:
Tesla really can't win can they?
If there were long waiting lists people would complain. If there are cars in stock there must be no demand and they are about to go bust.
I can walk into my local Porsche dealer and have a choice of 4 or 5 unregistered Caymans/Boxsters and that is one of how many dealers? Does this mean Porsche are in trouble?
No. But Porsche isn’t claiming demand > supply for caymans / boxsters and when it does claim a supply constraint - eg gt3rs at launch - then none is for sale the following week as new stock on the websiteIf there were long waiting lists people would complain. If there are cars in stock there must be no demand and they are about to go bust.
I can walk into my local Porsche dealer and have a choice of 4 or 5 unregistered Caymans/Boxsters and that is one of how many dealers? Does this mean Porsche are in trouble?
It is about congruence: does reality reflect musk’s tweets?
Its not about 'winning' its about getting the best deal as a consumer.
Porsche can do the hard line 'no discount' policy because they are targeting a specific market, like Tesla were before the 3.
However Tesla is now in the volume game with the Model 3. How many people you know pays full price for a 3 series or C class? Our Lexus IS300H had a list price of £43k, we certainly didn't anything close to that, and anyone who did got ripped off.
As a consumer over production and need to achieve volume is fantastic news because it means there are deals to be made.
The 3 is a looking like a fantastic car, what's not to like about the possibility of getting one for cheaper than the list price?
Porsche can do the hard line 'no discount' policy because they are targeting a specific market, like Tesla were before the 3.
However Tesla is now in the volume game with the Model 3. How many people you know pays full price for a 3 series or C class? Our Lexus IS300H had a list price of £43k, we certainly didn't anything close to that, and anyone who did got ripped off.
As a consumer over production and need to achieve volume is fantastic news because it means there are deals to be made.
The 3 is a looking like a fantastic car, what's not to like about the possibility of getting one for cheaper than the list price?
Just a little bit of extra info, Tesla are listing the same cars in many countries - ie a given VIN is being listed in Holland, Germany, France etc. It king of makes sense if they're exactly the same but if you add the inventory numbers up for each country you end up with several times the real number
And while I have a little sympathy for the "can't win" argument, given the reservation numbers were alone meant to represent well over a years full capacity production, it does seem pretty quick to be building to inventory. They do make a LOT of evs, much more than anyone else but demand is not quite soaking them up.
Even if Tesla could make 500k cars this year, I doubt they could sell them But success could be building 325k cars at a profit and selling those More volume in production does not automatically mean they're in a better place
And while I have a little sympathy for the "can't win" argument, given the reservation numbers were alone meant to represent well over a years full capacity production, it does seem pretty quick to be building to inventory. They do make a LOT of evs, much more than anyone else but demand is not quite soaking them up.
Even if Tesla could make 500k cars this year, I doubt they could sell them But success could be building 325k cars at a profit and selling those More volume in production does not automatically mean they're in a better place
Heres Johnny said:
J
Even if Tesla could make 500k cars this year, I doubt they could sell them But success could be building 325k cars at a profit and selling those More volume in production does not automatically mean they're in a better place
Ofcourse they can sell 500K cars, at the right price Even if Tesla could make 500k cars this year, I doubt they could sell them But success could be building 325k cars at a profit and selling those More volume in production does not automatically mean they're in a better place
.I always thought Tesla could have worked very well staying in the £50k+ market but Musk wants to change the world.
The Model 3 is probably the biggest gamble in automotive history, am still not convinced Tesla are able to sell them at $35k for a profit, and if they cannot it'll bring the company down.
Heres Johnny said:
Just a little bit of extra info, Tesla are listing the same cars in many countries - ie a given VIN is being listed in Holland, Germany, France etc. It king of makes sense if they're exactly the same but if you add the inventory numbers up for each country you end up with several times the real number
And while I have a little sympathy for the "can't win" argument, given the reservation numbers were alone meant to represent well over a years full capacity production, it does seem pretty quick to be building to inventory. They do make a LOT of evs, much more than anyone else but demand is not quite soaking them up.
Even if Tesla could make 500k cars this year, I doubt they could sell them But success could be building 325k cars at a profit and selling those More volume in production does not automatically mean they're in a better place
It’s the big dichotomy. You can’t be premium and have open or excess supply. Even Porsche looked at removing some of the lower spec models so as to reduce supply and use the consumer demand to increase profits. And of course Ferrari is the obvious example of minimising supply to ensure maximum profits. And while I have a little sympathy for the "can't win" argument, given the reservation numbers were alone meant to represent well over a years full capacity production, it does seem pretty quick to be building to inventory. They do make a LOT of evs, much more than anyone else but demand is not quite soaking them up.
Even if Tesla could make 500k cars this year, I doubt they could sell them But success could be building 325k cars at a profit and selling those More volume in production does not automatically mean they're in a better place
Tesla has tried to do both which doesn’t work. But this is a result of consumer demand outside of CA not being as large as they had anticipated along with not being able to extract the rate of manufacturing savings they had worked on to be able to offer cheaper models.
But all it means is that they are collective massive levels of vital non CA sales and consumer data and just need to recalculate whether they can take on the likes of VW as high supply bargain basement product vendors and match VW’s profit margins or whether they start limiting supply to stimulate more demand from being more prestigious and find more profit that way.
Personally, I see Tesla as being the Range Rober beandnof EVs. A mid level vendor of premium, desirable vehicles that don’t have to be the best builtnor most efficiently built because they have a brand and supply level that commands a big fat margin and huge profits. I don’t see Tesla able to compete against the century old and highly efficient mass market manufactures. Plus, how many £100k Tesla’s will be sold if council estates and minicab firms are littered with £25k Tesla’s?
I reckon they will make more profit from making 4,000 cars a week than they do from 7,000. They’re a premium brand and can can command big price premiums as overtly shown by the S and X. They should leave the sub £40k market to the sub brands and stick to being kings of the premium market.
DonkeyApple said:
I reckon they will make more profit from making 4,000 cars a week than they do from 7,000. They’re a premium brand and can can command big price premiums as overtly shown by the S and X. They should leave the sub £40k market to the sub brands and stick to being kings of the premium market.
True, but that doesn't fit the "changing the world" narrative, and nor does it fit the astronomical valuation and investment.Gassing Station | EV and Alternative Fuels | Top of Page | What's New | My Stuff