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Old 12-14-2022, 02:23 PM
  #2551  
HerrDr
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Originally Posted by Porsch
Don’t know but it sure doesn’t seem like Porsche is making many 911’s in general, so it’s hard to imagine that will suddenly change for the T. People always say these special edition cars are designed to move extra inventory but you sure can’t say that seems to be the case this time around. Plenty of people still looking for base and S cars.
I would assume their strategy might be that if they can't make enough 911's to meet profit targets, limit more 911's to special editions that have much larger profit margins. But at the same time I have seen more than a few articles and production number releases showing record profit...due to increased 911 sales. So I don't know. Is the supply/demand real or artificial to boost profits and rationale for ADM?

From Stuttcars you see a steady increase in 911 production numbers year over year through 2021.

https://www.stuttcars.com/porsche-sa...ction-numbers/

and the issue of Panorama I received yesterday shows a 10.1% increase in 911 production over 9 months 2021 to 2022. Sure there are delays and shortages on certain items (Bose, steering column motors, etc), but 911's are being made at record levels. Unless I'm missing something.

Edit: I'm aware Porsche has no direct incentive in dealerships making cash on ADM, but something seems off.

Last edited by HerrDr; 12-14-2022 at 02:25 PM.
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Old 12-14-2022, 02:53 PM
  #2552  
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Originally Posted by HerrDr
I would assume their strategy might be that if they can't make enough 911's to meet profit targets, limit more 911's to special editions that have much larger profit margins. But at the same time I have seen more than a few articles and production number releases showing record profit...due to increased 911 sales. So I don't know. Is the supply/demand real or artificial to boost profits and rationale for ADM?

From Stuttcars you see a steady increase in 911 production numbers year over year through 2021.

https://www.stuttcars.com/porsche-sa...ction-numbers/

and the issue of Panorama I received yesterday shows a 10.1% increase in 911 production over 9 months 2021 to 2022. Sure there are delays and shortages on certain items (Bose, steering column motors, etc), but 911's are being made at record levels. Unless I'm missing something.

Edit: I'm aware Porsche has no direct incentive in dealerships making cash on ADM, but something seems off.
Very interesting, thanks for the link.
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Old 12-14-2022, 02:55 PM
  #2553  
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Was told today that my dealer's allocations were moved out to Jan 3rd for the Ts... let's see if that happens!
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Old 12-14-2022, 02:56 PM
  #2554  
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Originally Posted by HerrDr
I would assume their strategy might be that if they can't make enough 911's to meet profit targets, limit more 911's to special editions that have much larger profit margins. But at the same time I have seen more than a few articles and production number releases showing record profit...due to increased 911 sales. So I don't know. Is the supply/demand real or artificial to boost profits and rationale for ADM?

From Stuttcars you see a steady increase in 911 production numbers year over year through 2021.

https://www.stuttcars.com/porsche-sa...ction-numbers/

and the issue of Panorama I received yesterday shows a 10.1% increase in 911 production over 9 months 2021 to 2022. Sure there are delays and shortages on certain items (Bose, steering column motors, etc), but 911's are being made at record levels. Unless I'm missing something.

Edit: I'm aware Porsche has no direct incentive in dealerships making cash on ADM, but something seems off.

Interesting to see increased production in 2021 for 911s given supply constraints, looking fwd to see 2022 numbers.
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Old 12-14-2022, 02:57 PM
  #2555  
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Originally Posted by HerrDr
I would assume their strategy might be that if they can't make enough 911's to meet profit targets, limit more 911's to special editions that have much larger profit margins. But at the same time I have seen more than a few articles and production number releases showing record profit...due to increased 911 sales. So I don't know. Is the supply/demand real or artificial to boost profits and rationale for ADM?

From Stuttcars you see a steady increase in 911 production numbers year over year through 2021.

https://www.stuttcars.com/porsche-sa...ction-numbers/

and the issue of Panorama I received yesterday shows a 10.1% increase in 911 production over 9 months 2021 to 2022. Sure there are delays and shortages on certain items (Bose, steering column motors, etc), but 911's are being made at record levels. Unless I'm missing something.

Edit: I'm aware Porsche has no direct incentive in dealerships making cash on ADM, but something seems off.
Nothing is off.

While PAG does not benefit directly from a dealership charging ADMs, they do benefit indirectly.

Instead of PAG providing trunk money to a Porsche dealership to offset cars that sit on lots (i.e., a base Cayman or Boxster or Panamera), which would show up on their balance sheets as an expense or "cost" (i.e. an outlay to a 3rd party dealership), PAG instead can provide a GT or 911 allocation to a dealership knowing that a "hot" car like a GT3 or GT4 or (nowadays) any 911 will allow the dealer to demand a healthy markup beyond the MSRP.

The ADM essentially now is the "trunk" money that dealerships used to get from mothership PAG to offset unexpected costs or "dead" cars.

Porsche gets to provide "trunk" money without doing any violence to their balance sheets (which are now public fodder post IPO) and the dealers still get their "trunk" money. It's a win, win.

Last edited by ipse dixit; 12-14-2022 at 02:58 PM.
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Old 12-14-2022, 03:07 PM
  #2556  
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Aforementioned Panorama table of USA production numbers
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Old 12-14-2022, 03:49 PM
  #2557  
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Thank you Herr. Just seems like there are never any cars to be found I guess.
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Old 12-14-2022, 04:22 PM
  #2558  
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Originally Posted by Macboy
I just saw that you went for the silver exclusive design wheels so they match the silver exhaust perfectly. Black wheels with black exhaust.


I just love the idea of being able to drive more than 1000km with one tank on a sportscar. Can’t explain why really.
I would end up with gas that was 3 years old in. my tank!
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Old 12-14-2022, 05:24 PM
  #2559  
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Considering the number of Macans and Cayennes that seem to be sitting on dealer lots, and the lack of 911s and 718s, Porsche is doing something wrong!
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Old 12-14-2022, 05:55 PM
  #2560  
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I wanted to add one more piece of interesting news from todays trip to the dealer. The National Porsche Rep was there today so this is why I was getting all of this confirmed info directly from him. On top of the configurator update news, The Bucket Seat news, and the allocation news...
Earlier in this thread I posted pictures that show the buttons on the dash that are for PASM, Sport Exhaust, Front axle Lift etc... When you look at config there are TWO "custom" buttons with diamonds, and only the exhaust shows up if you select the exclusive design tailpipes in silver... THIS IS NOT A GLITCH. The T will not have the exhaust button inside unless you option the exclusive tailpipes, OR if you option front axle lift... which is why all the press cars have the exhaust button because they all had front axle lift on them.
This may not matter to most, but I really like the exhaust button easily in reach, so I will now be altering my build to have one of those two options to ensure that I get that button.

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Old 12-14-2022, 06:31 PM
  #2561  
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Toph - thank you. Do you have the post # you reference?

And why would FAL be related to the exhaust button? I’m not even sure why certain tailpipes would be relevant, but I am really lost on the connection to FAL.

TY
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Old 12-14-2022, 06:32 PM
  #2562  
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Originally Posted by anythingbuttime
I would end up with gas that was 3 years old in. my tank!
You drive that little?
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Old 12-14-2022, 06:53 PM
  #2563  
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Originally Posted by Porsch
You drive that little?
Right?
Old 12-14-2022, 06:55 PM
  #2564  
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Originally Posted by toph4242
I wanted to add one more piece of interesting news from todays trip to the dealer. The National Porsche Rep was there today so this is why I was getting all of this confirmed info directly from him. On top of the configurator update news, The Bucket Seat news, and the allocation news...
Earlier in this thread I posted pictures that show the buttons on the dash that are for PASM, Sport Exhaust, Front axle Lift etc... When you look at config there are TWO "custom" buttons with diamonds, and only the exhaust shows up if you select the exclusive design tailpipes in silver... THIS IS NOT A GLITCH. The T will not have the exhaust button inside unless you option the exclusive tailpipes, OR if you option front axle lift... which is why all the press cars have the exhaust button because they all had front axle lift on them.
This may not matter to most, but I really like the exhaust button easily in reach, so I will now be altering my build to have one of those two options to ensure that I get that button.
I don’t think that is true. The gulf blue car without ras doesn’t have fal or tailpipes in silver and has the exhaust button. Spec sheet for that car and YouTube video attached .

https://media.porsche.com/mediakit/l...-S-GO-4013.pdf

https://m.youtube.com/watch?v=Hfzv-XImvs4




Old 12-14-2022, 07:20 PM
  #2565  
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Originally Posted by reddysum
I don’t think that is true. The gulf blue car without ras doesn’t have fal or tailpipes in silver and has the exhaust button. Spec sheet for that car and YouTube video attached .

https://media.porsche.com/mediakit/l...-S-GO-4013.pdf

https://m.youtube.com/watch?v=Hfzv-XImvs4

The North American Porsche Rep Was at my dealer in MA today and I spoke directly with him... He confirmed that the car will come with two diamond "custom Buttons" unless you select either FAL or Exclusive design tailpipes... The FAL is always going to be on the far left of the button layout, and they didnt want to leave the second button in as a Diamond custom button if the far left is designated as FAL. If you select the "Exclusive Design Tailpipes" they give you the exhaust button on the dash as a result of selecting that option.. No idea why other than its a quirky T option.
To answer your question about the press cars... they are euro spec/pre production cars, so maybe they just didnt align those with the way they are going to be built going forward... but the Porsche Rep mapped this out exactly how I just described above

Hope this helps.
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