Recent content by Chocochip

Next time, please say something before you vanish abruptly... helps keep the stress levels down! And obviously: great to have you back! 😊

Haven't seen any updates from our Captain @Mr Miserable recently, hope it's just a short holiday...

The European-sized registration plate brackets suggest these Highlands are headed to the UK, maybe to ROI (less likely given the fairly large number of vehicles).

I was a bit confused by this bc I wasn't aware of the backstory... here's the original report on the GALAXY LEADER hijacking: Yemen’s Houthi rebels seize cargo ship in Red Sea and call Israeli vessels ‘legitimate targets’

Is TANNHAUSER no longer of interest? Seems to be headed to Europe...

Given everything we know about new production lines getting started and ramped, the second alternative seems a lot more likely - first refreshed Model 3s in Europe sometime in October. This also gives Tesla a chance to clear out whatever remaining inventory of the current version they have in...

If my understanding is correct, the VIKING SEA spent less than a full day docked at Shanghai South, so she wouldn't have had time to be fully loaded there, is that a fair assessment?

What might be "wrong" is that Tesla seems to be starting the production of blue Model Ys in Berlin, so they might have reassigned all European LHD orders of that variant for Berlin production, which caused a delay given the slow ramp-up of the new colour. That theory is supported by the fact...

UK demand currently seems weak based on Q1 sales numbers (no way to check the actual order book AFAIK), and there's already a large inventory in the country. I'm not surprised Tesla is in no rush to dispatch a UK-bound ship.

🤣 Now I get it! Erm… (way past) time for me to go to bed… Anyway, TSLA to the Moon! 💪🏻

What a crazy idea, for a company during its growth phase to show… growth! 🤔 Of course, nothing in your post above should be misconstrued as an admission that Tesla’s demand in the UK is currently low, nuh-uh! [insert *nothing to see here!* meme]

Look at this table. Pay attention to the values highlighted in yellow. Understand what they mean — how Tesla’s sales move in relation to the overall auto market, not in isolation. If Tesla’s sales moved in lockstep with the overall market, there would be no change in its market share. Same thing...

Correct. My view is that it’s helpful for the investor community to understand what those reasons are, so they can assess the possible longer-term consequences. Others here are of the view that those reasons are irrelevant and are best to be ignored. 🤷🏻‍♂️

Everything you stated in this post as fact is wrong, it’s really amazing! No, Tesla wasn’t discounting cars when it was breaking delivery records in the UK last year. It also didn’t have inventory. I’m sure it had higher logistics costs at the end of quarters, but no discounts. And their ASPs...

You’re missing the point entirely, it’s quite shocking to watch! Nobody argues that Tesla should hang on to their cars until they find buyers at the original price! The point is that they NEED to lower prices in order to get sales, and even those lower prices weren’t enough for them to match...