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  1. AndyH

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

    OT: Volvo has previously used the nomenclature b for petrol(bensin in swedish) and d for diesel engines. But since diesels don't sell they've now cleverly renamed them to b. They will no doubt soon bring out the electric e too, fully diesel powered of course:rolleyes: This isn't anything new...
  2. AndyH

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

    Me thinks the 5 billion raise might be ment for this. Rumour was that it was a 10% stake and 10% of LG Chem was 5 billion at the time of the raise.
  3. AndyH

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

    Afaik. The difference between Mobileye and Tesla is quality of data and what that data is used for. Mobileye plans to use their data to continuously update HD-maps that their self driving cars rely on. Tesla is using their data to train an AI that doesn't have to rely on HD-maps to be able to...
  4. AndyH

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

    It's shaping up to be good day here:D About doing good with money. There's a Swedish book about investing in cleantech which I usually come back to from time to time. It's called "Guld och gröna skogar" and in it there's a diagram that compares carbon footprint from different acts during ones...
  5. AndyH

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

    Weekend OT Svenska Spel a Swedish government run gambling company has a scratch ticket out now where you can win a Tesla. And best of all they're running tv ads for it:D
  6. AndyH

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

    Polestar is a racing team that raced modified Volvos. 10 years ago Volvo bought them and started releasing Polestar tuned Volvos. Both are technically under Geely but Volvo Cars are still parents of Polestar at least in some aspects. I'd love to own a Polestar, they're good looking cars with a...
  7. AndyH

    Coronavirus

    I noticed that Trump talked about Sweden regarding corona and he said we're suffering badly and the US is handling it a lot better. Swedens numbers are a lot better than for example New York but slightly worse than total US numbers. Swedes likes to travel and we're close to the Alps so a lot of...
  8. AndyH

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

    I almost feel sorry for the shorts now. Almost in this context should be read as: nah, never, nope, no way Jose, are kidding me?, not in a million years, not even when that thing below freezes over, not even when pigs, manates, hippos and other comically heavy creatures starts flying...
  9. AndyH

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

    There are a lot more big European battery factories coming. Apart from the Northvolt factory in Sweden you mention VW is also planning to build a factory of similar size in Poland together with Northvolt. LG is doing one in Poland too with the aim of 70gwh within a couple of years. Catl are...
  10. AndyH

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

    EV market share at 6,7% compared to 1,4% a year ago. Model 3 sold more than twice as good as any other EV or PHEV in September. This despite Teslas being expensive in Sweden because of our weak krona. Model 3 SR+ is 550000sek vs Kia E-Niro 64kwh which is 445000sek. In Norway price of M3 SR+ and...
  11. AndyH

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

    But, how would the Germans feel about building cars for an American carmaker? What's their attitude to Opel for example?
  12. AndyH

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

    It's not all videos. This one has a lot of good comments: I've noticed something lately. If you're early and leave a well written and humble comment to an article or video then that will often change how the rest of the comments evolve. Tslaq and other haters seem to fear logical and level...
  13. AndyH

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

    Yes, and if you're worried about a plaid S osborning current S then just think about what that plaid S will do to the sales of other fast sedans.
  14. AndyH

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

    So, after getting on the board of our co-op here in Sweden I finally managed to get permission for EV-chargers. Last time I tried and failed was two years ago. This time was vastly different with no resistance at all. Everyone was convinced that EVs are the future now. Government incentives...
  15. AndyH

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

    There was a segment on prime time news in Sweden tonight about setbacks in development of self driving cars. A Swedish engineer at Lyft explained that the main problem holding everyone back now is lack of relevant data for training. If only there was a company that foresaw that problem...
  16. AndyH

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

    Tesla would be better off without the FUD. But the FUD does let Tesla grab market share without other carmakers reacting. In the long run all this FUD is just doing harm to us humans, the auto industry and the shorters. Not to mention the media that is actively killing itself by becoming too...
  17. AndyH

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

    Parking lots are the perfect proving ground for FSD with edge cases galore. There's insufficient or weird road markings, lots of non standard signs, people everywhere and cars driving on the wrong side of the road. All this at low speed so the risk of a fatal accident is minimal. Evolution of...
  18. AndyH

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

    Shoddy engineering. It's a cramped 2+2 that weighs 250kg more than a M3P. Range or performance isn't any better despite that massive battery. Induction charging does sound nice though even if it's only 11kw.
  19. AndyH

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

    Elon said "feature complete" which means that the first versions of all the necessary functionality would be available like traffic light and sign recognition. That's still very far from reliable FSD. He then said that it would take a year more for all the different functions to mature enough...
  20. AndyH

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

    We have this in Sweden. The rebates are good but introducing penalty taxes is tricky. It's like the Tesla tax credits ending in US but in reverse. At the end of this year Swedes will linely be buying dirty ICE like crazy because of the penalty tax increasing next year. Morons.
  21. AndyH

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

    Are those cylindrical cells the total Chinese output or just the amount of cylindrical cells used in the auto industry? Judging by what I've read there's a lot more than 2.71gwh being produced. One article lists 14 smaller companies that have been making 18650 and are now already manufacturing...
  22. AndyH

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

    Fully Charge talk with Benchmark and Bernstein. Total of all currently proposed battery factories will lead to 28 million EVs per year by 2028. Last 7 years growth of mining battery minerals is the fastest growth in commodities ever. That includes iron, coal and oil. Next 5 years will...
  23. AndyH

    Model 3 Leasing

    VW isn't spending $91 billion on R&D. That number probably includes battery contracts and other costs. VW has promised that they will spend $50 billion on R&D to bring new electric and autonomous cars to market. But when VW disclosed this they also disclosed that in the same time frame they will...
  24. AndyH

    Repair discussion (out of main)

    The video of him hitting the wall and then calling his dad is this video. He says before calling his dad and the insurance company that he has read online about these kind of repairs taking 3-4 months so they frame it well from the start. After that we got this epic series of moronic mishaps.
  25. AndyH

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

    Gali on Hyperchange mention recently that it took Toyota 10 years to scale the Prius to similar production numbers that Tesla is already achieving with the Model 3. Prius numbers. For the first 7 years Toyota only managed to scale to a yearly production of 43k. The Prius was different to most...
  26. AndyH

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

    The site is 856000m2. That's bigger than the small town where I live which has a population of 2500. It literally takes an hour to walk around it. Size of current phase 1 construction is shown in this map: To grasp the scale better one can use this page to draw the factory over a familiar area...
  27. AndyH

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

    Chris Harris, king of petrolheads actually says he's going to buy a Model 3 after his review on Top Gear. This is like the pope becoming a buddhist.
  28. AndyH

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

    Design a desirable product, make lots of it and deliver all over the world. No need to advertise. That takes care of itself like in this UK review. It's done by a younger journalist and he gets it, both the car and the mission behind it.
  29. AndyH

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

    OT: In Sweden we're celebrating this day by force feeding on pickled herring and dancing "the little frog dance". Escaping that for a drive in your Tesla sounds better than our usual method of schnapps-induced amnesia.
  30. AndyH

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

    M3 UK deliveries. A man also talks to the camera while walking backwards.
  31. AndyH

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

    This is exactly the fair and unbiased reporting of fact that's missing in traditional media. If it walks like a duck and quacks like a duck then it most certainly is a duck(or an ass in the case of Chanos). CNBC should report this: "Tesla stock handled it's mid morning dip quickly today and...
  32. AndyH

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

    I think Poland is also likely after Elon's visit there. The Polish prime minister traveled to US directly afterwards and did an interview with Fox where he talked about what Poland can do for Tesla.
  33. AndyH

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

    Toyota will apparently also partner with Panasonic. Those two-timing bastards. Pfft.
  34. AndyH

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

    I've been a moron and worried about the 25 pre raven S+X that's been sitting in inventory in Sweden for a while. But now there's suddenly only 5 S+X 75D left. For comparison our local VW dealer has 45 cars in inventory.
  35. AndyH

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

    Don't be shy now. You've been here before, there's no reason to be cautious. Just close your eyes and let it flow. It's only 200.
  36. AndyH

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

    So this is Christ's heavenly fart day in Norway? Okay... In other news deliveries to Sweden are slower than last quarter. Few cars have arrived and most that have ordered seem to get delivery in June. Public knowledge about SR+ is minimal here and FUD is plentiful. I really thought SR+ would...
  37. AndyH

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

    Yes, there's countless horror stories about crashed airplanes but people keep flying. FSD enabled Teslas will also likely drive around fully functional with people getting used to the tech a year or two before it's legal to remove the driver.
  38. AndyH

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

    Yahoo: What Wall Street gets wrong about Tesla Tasha is a champ. Questions free from the usual vitriol too. Nice.
  39. AndyH

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

    Somebody's cranking up the volume. Way past ten already. This stock goes to eleven! So says Nigel Tufnel.
  40. AndyH

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

    Purgatory comes to mind, the final grueling hardship before your admitted into heaven. There's apparently three things Catholics believe about purgatory. That there exists a place of final purification. That the process involves pain. That the prayers of those on Earth can ease that pain...
  41. AndyH

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

    Cars are arriving in Sweden again after a two month hiatus. 96 Model 3s was registered(probably pre-registrations done by Tesla) at car.info.:)
  42. AndyH

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

    Has Elon been demoted to intern now? Removing his CEO title is one thing, but making him an intern, well that's too much.:eek:
  43. AndyH

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

    Lots of good reviews of Teslas lately like this Canadian one. An old Model S gets a slow clap of appreciation for doing the basics of an electric car so much better than anyone else. Much deserved.
  44. AndyH

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

    If Panasonic is aiming for 35gwh at Giga1 this year then isn't that enough for 10k M3 per week + some storage by this years end? Shanghai 3k and 2k S+X on top of that = 15k per week. Run rate of 780k by early 2020 maybe.
  45. AndyH

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

    Morning Cornelia is arriving at Zeebrugge tomorrow. Zach Kirkhorn said recently that carriers contained more cars this quarter. Since there's been so few ships thus far maybe Tesla has been filling them. Dare one whish for over 5k or is that too much? If I could I would stand there all day...

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