Recent content by Big Blue 1011

You may want to doublecheck the Spain figures for August. I think the total is 99, with 63 Model 3s EV registration statistics for The Netherlands, Norway and Spain

Don't you need to know the % mix of existing EV v ICE on the day we reach 100% electric sales? And the average age of each segment?

Me, too.

@hobbes Sorry, just saw your post. I'll download the instructions and make sure to follow them next time. :)

. NYC issued fewer than 14,000 taxi medallions. That’s why the cost went up. Regulated scarcity. Do you think it will take Tesla more than 10 years to sell 14,000 FSD robotaxis in NYC? If so, I’ll agree with your math.

Tesla’s product line is first in class and should be reason enough to have faith in the future of the company and the TSLA stock. I fear for those who would invest based upon speculation that the vehicles will actually appreciate in value based on FSD. For an apples to apples comparison, you...

Do you mean the NYC taxi medallions that used to sell for more than $1 million until Uber and Lyft came along? https://nypost.com/2019/02/20/councilmen-planning-bailout-for-taxi-drivers-after-medallion-prices-plummet/

Carter Worth just called the bottom on Fast Money. "Shorts should cover" Tim Seymour pushed back but Carter wasn't having any of it. He stuck to his guns.

Yes, thank you. We're on the same page.

How so? I look at short interest as a contrarian indicator, as the shares all have to be bought back and my theory is that shorts have a tendency to get skittish more quickly than longs when they experience losses. That's worked pretty well in the past, but not so much with TSLA recently...

Does anyone know if Model 3 SR+ shipments have begun to Europe? Norway deliveries, which are apparently real time or very close, continue to be all LR and a few P Edit to add: Cleantechnica reported on 4/12 that Tesla was accepting orders for SR+ in EU. Deliveries have picked up...

At this point, the most bullish indicator is the level of short interest. Even Chanos and Einhorn will make a cost/benefit analysis at some point and begin to cover. Most of the rest of the shorts will be committed to protecting their profits and begin to cover once TSLA becomes oversold...

As a bankruptcy lawyer, I can tell you that the consequence of a bankruptcy filing on current shareholders would likely be the very definition of worst case scenario. In almost all such cases, debt gets converted to equity in a newly formed entity and current equity gets wiped out. Envision...

If you account for the in transit inventory to get Q1 to CF break even, you would have to adjust Q2 deliveries downward, otherwise you are double counting.

I'm just a little surprised that there are that many 75Ds still around, since Tesla stopped taking orders on them 4 months ago.