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  1. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @HambiBleibt is also promoting these Tweets on their feed, it's a group protesting against the destruction of a 10000 year old forest (Hambacher Forst) for coal digging by RWE, which I believe is a legitimate concern, and it's hurting their cause, based on the replies.
  2. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla Q4 2019 Earnings Call (no commentary) (Cleantechnica on YouTube)
  3. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is quite a difference of scale to the time of Snow Leopard. Updates now roll out to hundreds of millions of devices on the first day, and because of Twitter the visibility into complaints has also increased. Since Tesla staggers the roll out of updates, some bugs can be found while only a...
  4. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    VW is currently live streaming their presentation of the new ID cars: The all-new ID. Pre-booking Launch Press-Conference
  5. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The €60k bonus is based on pre-tax (brutto) price, excluding MwSt. And in this case the price seems to be right around €59999.
  6. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Over here (also in Germany) it’s only close to 11.
  7. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That’s a replay from the last FH launch.
  8. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is some news that a crew dragon capsule had a anomaly during testing, doesn’t seem to have happened on a rocket if I understand it correctly. Chris B - NSF on Twitter
  9. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As someone who has been following Apple for many years I can absolutely believe it. Nikkei always post articles about how supplier sources indicate iPhone production will fall by 50%. Every year. Never happened.
  10. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Great post and I completely agree with your conclusion. A new narrative that is currently emerging is that S and X sales down are a problem for Tesla, because those cars (which you might remember from the good old "Tesla loses money on every car it makes" times) are what was driving Tesla's...
  11. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yesterday, on a ~2 hour drive (200km, split evenly among Autobahn and local roads) I spotted at least 3 other Model 3 driving. I think one was from Switzerland and all in different colors. Aside from visiting the Tesla service center, I have never seen so many Teslas in such a short time here in...
  12. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Has the EU denied Tesla homologation? Did no one in China pre-order a Tesla? Did Tesla go bankwupt? Because that's most of what I had been hearing from shorts most of the quarter.
  13. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Pretty sure that would only apply to the third month of production. The first two were almost entirely AWD and P for EU and China. Will be interesting to see ASP compared to Q4.
  14. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I got my car on March 7 and haven’t completed the process yet because you have to print out, sign and then scan some documents to finalize and so far I have preferred driving instead. Before I had to apply online and wait for a letter in the mail. I would not expect many people who took delivery...
  15. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You either need temporary tags or take the car on a trailer until it’s registered. Should be a low number compared to total
  16. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is nothing to worry about, but you're overlooking international demand that had been put on hold for an extra year, only because your law for tax credits was poorly written. Tesla did the smart thing by pulling demand forward into Q4, selling everything they could in America before...
  17. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Isn't that the airport he flies to when visiting the Fremont factory or Palo Alto HQ?
  18. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not share material news in a thread about current market movements?
  19. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If those tweets require pre-approval, how is this not a restriction of his free speech? Also, when are they going to apply the same standard to Trump’s Twitter Account which can move the entire market?
  20. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    SEC response to the court is in: secvmuskreplyravicher.pdf
  21. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Christian von Koenigsegg said that the new Jesko (named after his father who was instrumental in getting the company off the ground), which was introduced last week in Geneva, will be their last ICE model. Production of the 125 cars is planned to last until 2022. After that he expects to build...
  22. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As much as one can love a car after only driving 100km. ;) Can't wait till I'm off work today to try it out on some local twisty roads outside the city.
  23. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Proof that it did happen! Thanks to everyone here in the TMC community, this really helped make the wait seem less long than the almost 3 years it took.
  24. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Went and picked up my Model 3 Performance today. Went quick, no issues with the car and the acceleration is unbelievable. Only took 2 years, 11 months and 1 week of waiting. :)
  25. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Some good February numbers coming in from Europe and even better numbers so far in March. EV-Sales reports 198 Model 3 sold in February in Belgium EV registration statistics for The Netherlands reports almost 700 Model 3 sold so far, including 119 on March 1st and 45 yesterday KBA in Germany...
  26. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Model 3 VIN #300000 registered! Model 3 VINs on Twitter
  27. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I disagree. Thorium reactors in my view are similar to fuel cells, in that they're used in arguments to delay progress. For many years the car industry had told everyone that fuel cells will solve all problems and are just around the corner in a few years. Thorium reactors are used very...
  28. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm in a similar situation (and also one of the people closely following that forum for more information). Ordered on Dec 21st, invoice #29 (Performance Model 3). Yet still no progress since the early January call telling me I'm among the first deliveries. Some much later orders (late January)...
  29. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There are some reports from the new delivery center that Tesla is setting up in Hamburg harbor will be supplied from nearby rail, once it opens. They are also setting one up for Düsseldorf in nearby Neuss harbor, which also has rail lines nearby (but I have not heard any reports whether cars...
  30. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s pretty normal in Germany and most of Europe. Most cars have some information on the dealer printed on it.
  31. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No, there were reports of test-drive cars with AP disabled that had multiple hundred km on them already. However there are now reports on Twitter that deliveries will begin tonight: Jan Groenen on Twitter There is still a possibility that the cars include AP3 hardware but the AP software is not...
  32. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It was amazing and I’m glad I ordered the P.
  33. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I heard that there are multiple crews, each with 2 people, going around performing the upgrades. Each person can do 2 stalls in a day, so usually they convert 4 stalls and then move on to the next Super Charger the next day. Hopefully this way they can upgrade a couple of stalls in each location...
  34. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A second ship is currently loading more cars in SF. Both (and probably a few more) should reach their destination (first one is close to Panama now, second one might go to Asia as it appeared to be traveling up the coast from LA) well ahead of the end of the quarter to deliver most cars to...
  35. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't gamble. Options are gambling, holding stock for a long time is actual investment.
  36. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why would Tesla release this information on a day of option expiration? (Not an option holder, so it doesn't affect me, but seems to me like it could have been forced by a leak for example)
  37. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    MarketBeat on Twitter LiveSquawk on Twitter
  38. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seeing news that "Chinese premier meets with Tesla's Musk as trade talks end" on Twitter. No real articles with details yet.
  39. mutle

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Got a call from Tesla this morning to confirm delivery location, financing options (seems even leasing is available), referral code etc. on my EU P3D order. Seems they're still aiming for mid-February to early March and confirmed that my car is among the first to be delivered.
  40. mutle

    TSLA Market Action: 2018 Investor Roundtable

    Ah, you’re right. Then I’m order number 29 for Germany.
  41. mutle

    TSLA Market Action: 2018 Investor Roundtable

    I’m not seeing the number in the PDF. But I payed with Credit Card so it could be a serial for people paying with bank transfer?
  42. mutle

    European pricing and configurator now live

    From the german configurator: 19" Wheels: €1600 Colors: Midnight Silver and Deep Blue: €1600 Pearl white: €2100 Red: €2600 White interior: €1050 AP: €5200 (Update €7500)
  43. mutle

    European pricing and configurator now live

    Keep in mind these are local prices for Germany, every EU country seems to be slightly different.
  44. mutle

    European pricing and configurator now live

    No Mail yet. Refreshed and then had to click on the Manage button in the list to see the Configure button.
  45. mutle

    European pricing and configurator now live

    Just ordered my Model 3 (P3D with EAP and white interior)! Not an owner, but day 1 store reservation.
  46. mutle

    European pricing and configurator now live

    In the TFF-Forum someone shared a post where someone else heard from Tesla Germany that orders will open "in the next few days" and "very soon". Also apparently Tesla plans to collect all EU orders on Dec 31st and schedule production based on owner status and date of reservations.
  47. mutle

    European pricing and configurator now live

    Today the first people in Austria and Belgium were able to configure. No news from Germany yet.
  48. mutle

    TSLA Market Action: 2018 Investor Roundtable

    This is in fact why Koenigsegg uses a 800V system (supplied by Rimac) for their Regera PHEV, saves weight on wiring and IIRC they also said inverters are lighter. It doesn’t support DC charging and has a small battery though.