Recent content by Todesbuckler

Tesla boat confirmed ;)

Found this on Reddit: 23 Chinese EV companies are gone. Let's see what legacy car companies will cease to exist.

Any news? Stock is climbing 7 $ within 10 minutes

Yeah, it already makes a difference:

Gross margin is really difficult to estimate this quarter: Price decreases should have a strong negative effect Higher utilization of Berlin+Austin positive effect Less delayed orders with lower prices -> positive effect Positive effects from Euro/USD and Euro/CNY increases since Europe...

Nio is cutting their Q4 delivery outlook citing Covid issues: https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-prudently-adjusts-fourth-quarter-2022

It is probably hard to say what the underlying effect of Covid is. If we look at the overall NEV market, insured units increased compared to last week: China PV 12-18 Dec insured units NEV: 162K China PV 19-25 Dec insured units NEV: 182K At the same time, we see a decline for Tesla: 12-18...

I adjusted my delivery forecast for Q4 due to China demand concerns and my gross margin assumptions due to rebates in China, US and Europe. Overall, I think that my forecast is really cautious and hopefully too low on margins and deliveries. Right now, I assume production is 145k in Fremont...

Let's do some number-crunching: We probably all know people arguing that Tesla should be valued like other car makers. A typical argument goes like this: Tesla only sells 10% of Toyota and the stock should trade at 10% of Toyota's value. Well, this completely neglects the difference between...

Model 3/Y US new car inventory dropping fast with 7,500 $ discount: Model 3: Model Y:

Just found this website tracking Tesla US used and new inventory (except for duplicate vehicles at the same place): https://tesladata.mattjung.net/ Model 3 new inventory is already declining for some time: Model Y new inventory starts to decline with new discount: For S/X new inventory is...

Let's look at a numerical example: Assume Tesla is 10% of an index. Now, Tesla falls 50% and all other components of the index do not move. Index decreases to: 90*1+10*0,5=95 Tesla share of index is now: 5/95=5,26% Let's say Tesla was worth 200 $ and the index 2000 $. (Tesla 10% weight) The...

40 new Megapacks in Belgium

Looking at the YTD figures for premium SUV sales in China, I would rather worry about other companies than Tesla: Table from Moneyball:

Drop in pre-market likely because of this article by Bloomberg: