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Recent content by NannerAirCraft

  1. NannerAirCraft

    EU Market Situation and Outlook

    Tesla To Set Model 3 Sales Record In The Netherlands: 6,500 In Q3 Currently at 4,821 registered Model 3 in the Netherlands for September. Looks like we're still waiting for data on Friday's deliveries I'm hoping it's similar to Thursday's 500+ day and then there should be a couple more to...
  2. NannerAirCraft

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

    That's the third highest delivery day ever for Model 3 there and more than any day in all of Q2! September is gonna be huge. Also of note 234 of those 369 were LR AWD so good mix!
  3. NannerAirCraft

    US Market Situation and Outlook (Rob Stark's American Megathread)

    Incredible the demand Tesla still has in california for all 3 models. Looking forward to the H2 numbers since seasonally the second half is much stronger in sales.
  4. NannerAirCraft

    EU Market Situation and Outlook

    Do we have any idea how well Model 3 is selling in the UK so far? This is the first full month is been available I think and they've registered a lot of RHD vins recently.
  5. NannerAirCraft

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

    Scalped some short term calls on this rise just now. Still going after I sold.
  6. NannerAirCraft

    US Market Situation and Outlook (Rob Stark's American Megathread)

    Tesla Model 3, S & X Sales In U.S. In July 2019 13,450 for the first month of the quarter vs 10,050 in Q2. Demand very strong considering the loss of another half of the tax credit. Model S&X are also up compared to April. Total Sales of 15,650 vs 11,925 in April. Obviously these are all...
  7. NannerAirCraft

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

    I don't see any mention of when Phase 3 will start from the article and I'm guessing it all won't happen in one quarter. Anyone have info on how long until they start installing the next 50,000?
  8. NannerAirCraft

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

    At current volumes though it's simply still not enough to deliver a consistent profit. They had 25%~ in Q3-Q4.
  9. NannerAirCraft

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

    According to the google sheet I use for my estimates yes 10k per week combined S3X would produce a modest profit although that is assuming opex stays the same and margins don't fall any further.
  10. NannerAirCraft

    US Market Situation and Outlook (Rob Stark's American Megathread)

    In June Tesla Increased Its Share In The U.S. Plug-In Market To 68% Looking at the rest of the charts in the article it seems like the Model X is holding up well compared to the slump of the Model S compared to recent years sales.
  11. NannerAirCraft

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

    Wow they said orders exceeded deliveries this quarter that's incredibly bullish for demand seeing as they delivered 95k vehicles! That China factory can't come soon enough.
  12. NannerAirCraft

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

    Model 3 deliveries in the Netherlands are now only 12 units off from breaking the Q1 total with two days left. If you include S&X they have beat the Q1 total as a brand. Also seeing a nice increase in S&X sales in Spain and Norway compared to Q1.
  13. NannerAirCraft

    Near-future quarterly financial projections

    Wow is the Model X really selling that good in China? Do we know if this data from JL Warren is accurate?
  14. NannerAirCraft

    Q2 Delivery/production Predictions

    Whoops sorry about that also just saw I missed 82.5-85. And it does seem like over time the Model X is pulling past the S in sales with the increased demand for SUV's.
  15. NannerAirCraft

    Q2 Delivery/production Predictions

    Hey all I didn't see a thread for people to predict Q2 deliveries and production so I thought I would make one. So far according to comments made by Elon and leaked sources it's gonna be pretty close on if Tesla can manage to surpass their record from Q4 which was 90,966. I'm hoping Model S&X...