Separate names with a comma.
Any info on EU availability of the folding 2nd row with seven seats?
If only there was a visionary in charge of the company with a clever and agile team behind him and a track record for finding smart and consumer...
Thank you! But I don't have a Chademo adapter. I have decided I will charge to 100% at Vienne SC and just manage the power consumption to make it...
Any news on Clermont-Ferrand? Desperately needed to cross over from Lyon to Bordeaux later this month...
http://www.popsci.com/technology/article/2010-11/nasa-engineers-propose-combining-rail-gun-and-scramjet-fire-spacecraft-orbit As I see it, NASA...
I can only support this with my own experience. Me has one Leaf and one Tesla. I frequently travel for business and get nice rental cars (high...
Good for you! :-D An investment in Tesla is an investment in the future (in many senses of that expression).
I don't think you mean "naked short" in the way that term is usually meant. A regular short position means I went to someone who had shares,...
Total short losses 26oct12 - 27feb14 (close): Trading: $5,985 million Interest paid: $275 million Total losses from shorting: $6,261 million...
Yeah, will have to do yet another Tsunamometer soon. I think I'll wait for the next release of short interest, though.
OMG. The Pain this squeeze will cause. Shorts have more than 4x the exposure they had before the Q1'13 earnings squeeze: Short interest on...
Mario, I am using a very simplified methodology. The short interest is updated every 14 days. I take the stock price at the start of that period...
Oh, how quickly time came again for new Tsunamometer© update! :-) Total short losses 26oct12 - 24feb14 (close): Trading: $5,042 million...
Time for new Tsunamometer© update! Total short losses 26oct12 - 14feb14 (close): Trading: $4,421 million Interest paid: $270 million Total...
The most brilliant thing is how they score a lot of publicity and goodwill with the announcement that they are sticking to the same pricing policy...
There, put out an update. The really funny thing I see in the underlying data is that shorts seem to have "averaged up" - short interest was...
After a temporary (and partial) reprieve, Tesla shorts are almost back to the horrible place they were at in October. Total short losses 26oct12...
I agree fully. The stock will be bound to a (quite broad) range by people looking to end pain - if it rises, people who sat through the downturn...
Wow, thank you for the kind words! My family, my job and my "extracurricular activities" are so time-consuming right now that I just pop by...
Nice one, Sleepy. I liked the ending with mentioning the ethical aspect of what Tesla does - "the good fight". Being on the side of reason and...
Heartfully supported!
The statement you are quoting was in response to the following statement: What I am saying is that the qualitative factors wcalvin refers to can...
Would also amount to an admission that there is a problem with the current design (which I think there is not).
Norwegians report that their configurations have increased between $3.5k and $15k. My own has increased by $8k (S85 with most options).
As of today, the prices have gone up significantly for many configurations. The base prices seem to have been increased very slightly (at least...
The really interesting thing about the article is the $1.4 billion Dept. of Energy loan to finance the plant. Safe bet that Tesla will apply for...
I think you misunderstand the issue. It is not one of willingness of the cell suppliers. It is one of aggregate production capacity in the...
They are supply constrained at the moment, but that situation will not persist. Especially not since they are ramping the production up so fast....
I agree, the financing of the giga-factory will be interesting. I think there will be some cleverness there. I also think that their cash pile...
I agree with you, Sleepy, regarding stock based comp. I also don't like that they take that out of the non-GAAP accounts, which they state they...
Yeah, very strong! Makes me believe they will go significantly above 25% GM in Q4.
Yes. My 2 cents they will do this: 1. Keep the architecture of the current packs mostly intact for Model E 2. Use the same modules in the packs,...
Well, if they moved Model X forward that would create suspicion that Model S demand is soft... ;-) [SIZE=1][COLOR=#c0c0c0] Formalities and...
Yeah, probably that. I need to be in the former group 100%, not have one foot in the other camp. ;-) Boom! Higher North American demand in Q3...
You could tell at the start of the call that he had seen the market reaction. He is spilling the beans because he wants the market to realize...
I am puzzled. Elon is dropping one attractive info nugget after the other!
Albeit the North American pipeline would be pretty similar in Q2 and Q3 (maybe 40-50 less in Q3). I believe they produced 6,050 cars. Say that...
OK, OK, you goaded me into bragging. I also had revenues at $602.3M (actual: $602.6M) and gross margin at 21% (actual: 21%). :-P
I noted this sentence in the Q3 Shareholder Letter: If this is an exact statement, then it follows that they have no inventory of ZEV credits -...
My sense is that they decided to stop pumping quarterly results, and rather do what's best for the long term. Fill the in-transit pipeline,...
VIN method completely discredited.
Well, counts in both ends of the quarter. For instance: 14% in Q2 might have been 9% at the start and 19% at the end. Then Q3 could be 22% by...
We must (for now) kill the VIN analyses. They are adding unwanted volatility to the stock and creating FUD (and, in some cases, completely...
Well, one could envisage that the cost of a 60kWh battery pack would by then have fallen sufficiently to make a $35k feasible (yeah, I know, kind...
Good to see you back here CapOp. :-) What do you think they will do about form factor for Model E? On the one hand, I agree with you that...
Ah yes, that is probably the mistake they are making. They think that in-transit cars is the same as international sales. If I read it that way,...
...or demand shortfall? ;-) I vote for ramp-up.
Yes, but that was total, not just US. Maybe Valuewalk added international without understanding that.
I got worried. I'm not sure they are beating these overoptimistic numbers. - - - Updated - - - The difference between US and International...
I think it is reasonable to think that production could fluctuate somewhat from week to week. Some factors that could cause this: * Operators...
