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I am not. A high percentage of those cars in transit in the EU at least were paid up full before the end of quarter and therefore contribute to the customer deposit line.

Tesla is not the company where you can fundamentally disagree with the CEO and hope to stay on. Maybe that's part of why the full financial and legal executive team revolved the last 6 months.

Sobering thought of the day for those who still think that the SolarCity buy was a smart financial move : second quarter in a row that the solar VIEs tap income from Tesla instead of taking away losses. Oh. And they've been bleeding net cash too for a bit longer.

We are only a few dollars away from the floor on the Maxwell share conversion. May complicate getting enough shareholders to pledge.

End of quarter cash was $2.2B, but Tesla delivered nearly half of the cars this quarter in the last 10 days, representing over $2B revenue only coming in quite late in the quarter. It might have been that the inter-quarter cash as I calculated it halfway through here was even an...

Puzzling indeed. Another one I don't understand What has a future resale value guarantee to do with a negative revenue impact today? Also : was gross margin calculated on this deflated number? Likely doesn't change the number that much, but still. Sounds weird to me.

Frankfurt is veel te weinig volume om een leading indicator te zijn. Die beurs volgt gewoon wat de vorige dag nabeurs in Amerika is gebeurd. Zelf ga ik absoluut niet bijkopen. Integendeel. Ik geloof niet in een snelle heropstanding.

Service and maintenance continues to be a very sore spot. Last year, the excuse was that the infrastructure was built out for larger volumes of cars. Which is strange, because one of the biggest customer complaints is a lack of timely service. This quarter, Tesla finally acknowledges that the...

Er was gisteren niet veel tijd om na (verlate) bekendmaking van de cijfers te handelen. Ik zou het vandaag nog even willen aanzien alvorens oef te zeggen dat een grotere negatieve reactie uitblijft.

According to Ross Gerber. Tesla will work with an existing big name insurer as the underwriter and will provide big data to possibly help premiums. That makes it more likely the whole insurance thing isn't a big deal for Tesla investors.

Not really good news, since if it is indeed a switch, it will lower the capacity ceiling for the S/X (currently at 100k).

Meanwhile Tesla has the best FSS (Full Self Service) at their pump stations.

Only 2 % of cars were subject to lease accounting this quarter, so that is at best a rounding error.

I naturally assumed Tesla insurance would be backed by a third party insurer. Is Tesla really looking to become an insurer itself? From what I understand there are hefty regulations around that business, especially on minimum capital etc.

No. Producing a car that only delivers next quarter has no influence on the profit/loss statement, only on the balance sheet. I still need to listen to the call myself, but I still cannot square 100k deliveries with a loss except with truly dramatic margins. Regarding the wave unwinding, I’ll...

Stands out as very curious for me too. Also, how can they be not profitable with 90k to 100k deliveries???

The simplest reason makes most sense for me : it took a few weeks longer than expected and by then they had missed the window of making the switch early in the quarter. May also explain some of the weird shuffles in the S/X lineup in Q1 : if they had planned to switch over by Q1 but then had to...

Drivetrain and other technology is shared between and transplanted to different vehicles or different construction year for the same model all the time by legacy constructors. I see you are retreating into the tactic of moving the goal posts by adding two more qualifiers (price/interior) to...

Plans that run multiple years ahead are absolutely standard in this industry. I fail to see what is amazing about this. This is a nice example of one of my bigger issues with this community. Whatever Tesla does, for some it is always somehow amazing. Take three year of planning ahead ...

Het zijn wel degelijk de oude cellen. De V3 laadsnelheid is dan ook niet 250KW zoals op de Model 3, maar 200KW. De beperking op het vorige S/X model zat hem voornamelijk eerder in de bekabeling. Wel een goed punt dat dit het juiste moment had geweest om CCS op de Europese S/X te plaatsen. Is een...

Feeling a lot better about the S/X refresh than the FSD demo. That's how you do it : take your strength and experience, improve on it beyond what a competitor can do and drop it on the market when you can actually deliver the goods. Well done. The usual outcry from customers who bought recently...

Met dien verstande dat in dit geval het Tesla is die wanneer je om een 318 vraagt heeft gezegd : bestel online maar een 320 en bel ons daarna om er een 318 van te maken. Niets coulance dus, gewoon doen wat Tesla eist.

Dat denk ik betwist niemand. De vraag is, wat doe je als je niet (veilig) terug naar rechts kan? Versnel je dan boven de snelheidslimiet, of blijf je op je snelheid. Ikzelf blijf dan op de snelheidslimiet rijden. Hoffelijkheid in het verkeer stopt voor mij wanneer ik daarvoor de regels zou...

Mercedes wisselt net zo traag van vak, denk niet dat het aan de herkomst ligt.

So what exactly was the purpose of this 'investor day'? It did not feel like it was targeted at investors at all.

Tja : Tesla Self-Driving Demonstration

Dat is het meest dodelijke van al die fantasie verhalen van Elon. En echt tragisch is dat er na de beruchte "Paint it black" frauduleuze video geen weg terug was. Toegeven dat hele verhaal volledig uit de duim gezogen was werd onmogelijk en de dingen die ze wel fantastisch voor elkaar krijgen...

The silencing refers to reaching out to his (brother's) employer on an executive level and visiting his parents to talk about their son's behaviour...

Good point. Although not sure how I feel about Straubel splitting his attention too much. It's also a bit weird that battery recycling is not something that Tesla wants to take on themselves.

According to short sources, Tesla is trying to silence this guy for a longer time now. Which I believe is credible : the account that Elon replied to that doxxed him was clearly someone from Elon's entourage and dated back to July 2018. So he was on the radar sufficiently to warrant research...

That's not what this was about. Obviously money in Tesla's hand is the best way to drive EV acceleration forward. What I objected to was the notion that Fiat was on board with an electrified future.On the contrary, it is dragging its feet as much as possible, even to the point of paying its...

On the contrary, Fiat is paying Tesla to continue to sit on their ICEs instead of making a rapid transition to electrified drivetrains.

Yeah, that's the point : so has been Gracias.

Ok. Are we getting into Lalala land? Disagree just to disagree with me instead of trying to learn something about Tesla? Think before you post, please. Let me spell it out : we are trying to explain losses, not profits.

Debt repayments don't affect profitability. Not sure you can. You asked for it.

Fair enough. What about if the Q1 is really bad, will the collective here acknowledge that Q2 is likely going to bad negative as well?

I really am willing to look at signs that contradict my own gut. So surprise me.

Now that we have established that aggressive divesting schedules and directors leaving are correlated, what does that say about JB’s selling over the last few months?

Profitable for all quarters going forward. So what’s the Q1 force majeure that made Tesla miss that guidance? Also do you think Q2 is going to profitable? So far, I am not seeing a lot of encouraging signs.

Just some questions 1) is the restraining order already granted? 2) if not, is there any chance to get it in place before the demo day? 3) by filing the restraining order, Tesla explicitly laid out it plans for demo day. Unfortunately may encourage others to go and be 'unhelpful'. I am sure...

What was the "force majeure" that sank Q1?

Die 15k spaargeld gaat je veel meer van pas komen over 2 jaar bij de aanvraag van je hypotheek. Om niet eens te spreken over de 400euro afbetaling die rechtstreeks van je leencaoaciteit zal afgaan. Niet doen dus.

Daar had ik inderdaad niet mee rekening gehouden. Erg vervelend. Overigens ben ik het met je eens dat Tesla wel degelijk minimaal moreel een grote verantwoordelijkheid heeft in deze. De manier waarop ze deze veranderingen in prijs en beleid brachten was duidelijk enkel gericht op hun eigen...

Dat is dan helder : aangetekend schrijven naar Leaseplan met de mededeling dat ze je een product leveren dat niet conform is aan de eerder gemaakte afspraken. Laat je bijstaan door een advocaat. Dat Tesla verder niet wil meewerken aan de beloften die Leaseplan naar jou toe heeft gemaakt is jou...

Recente foto's van de kade tonen dat die afgeladen vol staat met Tesla's. Ze zijn hem gewoon tot de nok aan het vullen denk ik. Iets wat ze met de boten verleden kwartaal niet (altijd) deden.

Dan vraag je je wel af natuurlijk wiens verantwoordelijkheid het is (lees de rekening zal betalen) moest het ooit naar boven komen dat dit niet de catalogusprijs is van je wagen.

While this is true, Gracias is selling 50k shares out of a 270k position. Previously he was selling at a much more modest rate. It might be that he just needs money, but it might also be that he is on the way out and separating from Tesla.

Shorts dug up a Form 144 filed April 15th by Gracias that he is going to sell another 50k shares over the next weeks.

He said he's taping the run himself so he can compare with official footage to determine if it is 'real' or stitched together from multiple attempts. Which is actually a good idea.

Eerste station in het VK opent : Fastned Blijkbaar is Fastned hier slechts de operator en is de lokale overheid eigenaar. Snelladen is de komende maanden dan ook gratis.