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"We are not demand constrained. We are potentially production constrained," insists Elon Musk...

"We are not demand constrained. We are potentially production constrained," insists Elon Musk during Tesla's (TSLA) Q4 call. Comments in the shareholder letter (.pdf) about a slower pace of Model S reservations in January and an elevated rate of cancellations, in response to Tesla's price hike, have some investors on edge. Tesla is counting on labor productivity gains - less overtime is mentioned - to hit its gross margin target. 25% of reservations are from outside North America. TSLA -5.9% AH. (live blogs: I, II) (Q4: I, II)
Comments (2)
  • Video here on Tesla Research Report http://bit.ly/11MDN6y
    21 Feb 2013, 05:10 AM Reply Like
  • Oh, such a problem ... imagine ... they can't fill the orders fast enough! And this is a company that some people think is in trouble and won't make it ... Check back in a couple years.
    21 Feb 2013, 11:09 AM Reply Like
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