I think these A+ expressions are now following the news updates in relation to the expectations. If we get an SEC response in a timely fashion, bang big movement. If it's late, or less than expected, ho-hum. We likely have until November for any other type of significant news.
If EM could report some significant motion in the builds, that could create results. Simple rehashes of the sales pitches is not news.
I think at this point, it would be more useful to see reservations do some advancing, but I don't see much reasoning that drives the practical cost-oriented buyer at this point in time. That population is the great untapped resource at this time. I have always expected them to become motivated with-in 3months of production, or for half of those buyers, when the cars can be test driven.
With the expectation of 240k res's available and production no earlier than late 2016, there is no driving factor to reserve right now. On the other hand, if the supply were somehow limited, then that would spark a motivation to get 'em before they are gone.
Another way, set a schedule for the discount, maybe less discount by % for each month the buyer waits? That could create a motivation to act now.
When reservations start to climb, this will self motivate to climb more and faster. But what to start it?
Of course, if full funding were in hand, that would trigger activity, as always it would have.
If EM could report some significant motion in the builds, that could create results. Simple rehashes of the sales pitches is not news.
I think at this point, it would be more useful to see reservations do some advancing, but I don't see much reasoning that drives the practical cost-oriented buyer at this point in time. That population is the great untapped resource at this time. I have always expected them to become motivated with-in 3months of production, or for half of those buyers, when the cars can be test driven.
With the expectation of 240k res's available and production no earlier than late 2016, there is no driving factor to reserve right now. On the other hand, if the supply were somehow limited, then that would spark a motivation to get 'em before they are gone.
Another way, set a schedule for the discount, maybe less discount by % for each month the buyer waits? That could create a motivation to act now.
When reservations start to climb, this will self motivate to climb more and faster. But what to start it?
Of course, if full funding were in hand, that would trigger activity, as always it would have.
