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Recent content by twan

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    EU Market Situation and Outlook

    I believe these are the official numbers from Norway: 487 in March, 705 for Q1. Bilsalget i mars - Opplysningsrådet for Veitrafikken AS
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    China Market situation and outlook

    Canada accounted for only 73 in July and August, so I suspect the quarterly total will be closer to 100 instead of 150. Also, Hong Kong is something we can account for separately. So I'd put it at ~2372 minus Hong Kong sales.
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    Bubbles and Billionaires

    However, 8 years after a car's purchase, Tesla can record that car's warranty reserve as revenue.
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    Short-Term TSLA Price Movements - 2014

    Tesla in pre-market trading is sniffing all time highs. Is today the day? That would be awesome. $280 is when I'll take some profits and wait for a lower re-entry.
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    EU Market Situation and Outlook

    For Switzerland, I have a source but the July numbers haven't been provided yet: http://www.auto-schweiz.ch/statistiken/autoverkaeufe-nach-modellen/ Although you aren't tracking it in this thread, we know of at least 8 cars delivered to Hong Kong in July from the press. What were your sources...
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    China Market situation and outlook

    For Q2 there were very accurate estimates for China deliveries. Do we have a source to monitor for July deliveries?
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    Articles/megaposts by DaveT

    Hi Dave, I just watched the most recent Google Hangout discussion. Great stuff. I wanted to point out something that I felt was overlooked. The group speculated on the battery improvements at length. For some reason, I haven't heard any investor mention that 2 years have passed since the...
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    Short-Term TSLA Price Movements - 2014

    Can someone clarify Elon's quote from last night: “Yeah. I mean another thing, our CapEx and R&D numbers are better than they appear because there are things you don't know about.” What does he mean by "better"? And what does he mean by "better than they appear"? I understand the overall...