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  1. mrdoubleb

    All discussion of Lucid Motors

    I was wondering about the same thing. I tried to google it and also went through the ER but found nothing on that 1.136 billion short-term investment that suddenly appeared and drained cash reserves. The Q4 ER did have a "short-term investments" line that showed zero (dash), but the Q1 ER did...
  2. mrdoubleb

    Wiki Tesla Europe Registration Stats

    Unless @hobbes or @Troy object, i am proposing a hybrid approach for the June UK data as we have bits and pieces from multiple sources. SMMT has not updated their registrations site yet, but the have published a press release that shows Model Y at #2 in the month with 4194 deliveries. "Other...
  3. mrdoubleb

    EU Market Situation and Outlook

    I don't think they've announced any plans related to such a change. There is some logic in this for sure, but don't forget mobility (of employees) is lower in Europe than the US for example. So this would certainly result in Tesla losing a number of (majority of ?) employees that have worked or...
  4. mrdoubleb

    EU Market Situation and Outlook

    Yes, I have noticed this as well. One explanation could be Tesla HQ - located in the Netherlands - importing a few cars, maybe for homologation purposes, but I am not sure if those get registered the normal way if they are only manufacturers' test vehicles and are not commercially sold. But...
  5. mrdoubleb

    Android App 4.7.1-927

    Anyone else has the issue I'm having? After this latest update, the widget is not working, it just shows "can't load widget" message. Goggle Pixel 6 Pro Android 12 App 4.7.1-927 Car is on 2022.8.2
  6. mrdoubleb

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

    Have you actually listended to the JB interview? He says they use hydrometallurgical processes as well.
  7. mrdoubleb

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

    @The Accountant may be able to let us know if I am mistaken, but AFAIK amortization and depreciation of the Berlin factory and operational costs will start hitting margins once the new factory starts deliveries. For this reason it would be unfortunate to start deliveries at the end of the...
  8. mrdoubleb

    Wiki Tesla Europe Registration Stats

    @Troy @hobbes Happy New Year everyone! One of our anonymous contributors found an interesting source for UK data. It does not give you a model breakdown, but the brand totals are useful. December is already out ahead of SMMT. Electric Car Count — New AutoMotive
  9. mrdoubleb

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

    Am I the only one missing - at the very least - a big "Thank you!" to Mary Barra in this Tweet?!
  10. mrdoubleb

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

    It's funny, I should have taken a screenshot... this article had the FactSet number quoted when it first got published, but now after the release they have removed any reference to that.
  11. mrdoubleb

    Near-future quarterly financial projections

    Thanks, that's amazing!
  12. mrdoubleb

    Near-future quarterly financial projections

    @The Accountant could you help us understand Tesla's debt situation? Gary Black says Tesla has 16 Bn cash and 8 Bn debt. I think that 16 Bn may not include the Bitcoin position which is currently worth about 3 Bn or so I was told. In any case the more confusing part - for me - is the debt...
  13. mrdoubleb

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

    Latest in the tracker shows 18 ships. 16 from Shanghai to Europe, and 2 from Fremont to Taiwan & South Korea.
  14. mrdoubleb

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

    While the CPCA news is certainly awesome, this is the first quarter when Shanghai completely takes over for Fremont exports. So a few questions remain, but should be answered next month: Did Fremont lower/maintain/increase production, production that is almost fully going into NA now? (There...
  15. mrdoubleb

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

    I have a hard time believing this rumor. Shanghai Phase 1, Part B has just been completed and this was built for Model Y. Phase 2 is being planned and was thought to be for Model 2/Q but construction has not started yet. So unless Phase 1/B has half the facility empty and somehow they have...
  16. mrdoubleb

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

    1, would be surprised if it wasn't Tesla's fault. They manufacture and deploy the Megapacks, it is not like they deliver the components and someone else assembles the M2gapack itself on site 2, no offense, but hope you are wrong too. TSLA no longer reacts to car fires, at least not much and not...
  17. mrdoubleb

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

    Not trying to defend her, but many publications have dedicated headline writers. Even when they don't, usually editors have the final word on headlines. Happened to me several times that my headline was changed by the editor, often without my knowledge, as it wasn't "popping" enough.
  18. mrdoubleb

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

    Sorry, Dave, I'm afraid I can't share that.
  19. mrdoubleb

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

    This is too funny. I know, I know, GAAP profit is not everything, but Tesla just reported as much profit in Q2 as it did in the last 5 quarters added up together. Analyst: yeah, let's raise the PT by 1.7% LOL
  20. mrdoubleb

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

    I think the strategy has changed as well. Originally they were going to build a 150 GWh capacity factory to supply the US car factories. But i think now the thinking is cell production co-located with car manufacturing. So GF Nevada will remain the satellite of Fremont - they have a pretty...
  21. mrdoubleb

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

    Oh, look, Fred is whining again: He also acts like a passive-aggressive needy ex:
  22. mrdoubleb

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

    So my 2 cents on the Supercharger news... Honestly, as a shareholder I am not happy. The network is one of Tesla's main competitive advantages and now they are giving it up for peanuts. Ask Big Oil why most of the majors have sold their gas stations to 3rd party operators, or went branded...
  23. mrdoubleb

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

    Note, that Tesla raised FSD price to $10k in Q4 2020 (a quick search showed October 30), so those percentages have likely decreased even further. Also note, as you correctly point out this tracker is NA biased, and in Europe we have EAP as an option for half the price and FSD gives very little...
  24. mrdoubleb

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

    I can help you with who the $67 is 😋.
  25. mrdoubleb

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

    1, how many times does Elon have to say that Teslas WILL NOT have Starlink as you have to have a pizza box sized antenna mounted on the car? Every time someone brings it up he shoots it down, period. 2, stop having daydreams about getting Starlink / SpaceX shares for free. If it IPOs it will do...
  26. mrdoubleb

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

    I think the EPA ratings in this table have not been converted to kilomteres.
  27. mrdoubleb

    MASTER THREAD: 2021 Model 3 - Charge data, battery discussion etc

    Thanks, that's great data! According to the latest info, the new Shanghai produced Model Y SR has a new 60 kWh LFP battery, which explains how in the world it can have higher range than the LFP Model 3. IT will be interesting to see if they will keep producing a separate pack for the Y SR, or...
  28. mrdoubleb

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

    Well, I would not call it "fair overall". Consider this part: To explain the behavior, Mr. Musk told the court he didn’t respect Mr. Baron because the lawyer had once worked at a law firm whose partners became engulfed in an ethics scandal. “I think you are a bad human being,” Mr. Musk said to...
  29. mrdoubleb

    Off topic galore

    Lol, that must have been an autocorrect fail. I actually had to google "dainty" just now. :)
  30. mrdoubleb

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

    Oh, no! Germany is most definitely Western or at most Central Europe. In Eastern Europe it would have been enough to buy a few politicians and the permits would have been issued on day 1. Amateurs! 😜
  31. mrdoubleb

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

    Comparing the 77kWh ID.4 to the LR Model Y. Given how crazy complicated German car options / extras are and how different Teslas' equipment list is, I think it is pretty futile to try to compare exactly like for like. I once spent hours for an article on BMW 3 series, Mercedes C lass, Audi A3/4...
  32. mrdoubleb

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

    Noted, but fact is Q2 China deliveries were 11% lower than Q1 (and the March - June comparison shows -20%). Not down 50% like the FUD said, but still down a little bit.
  33. mrdoubleb

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

    Depends on the market. In Hungary there is a 20.000 EUR price difference between the LR Model Y and the ID.4 Pro. The Y is 44% more expensive. In Germany the Model Y is 13.000 EUR more expensive. The Model Y pricing is more in line with BMW iX3 and Mercedes EQC 400 and not competitive with...
  34. mrdoubleb

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

    No offense to Alex, but while this is good news of course, and finally Tesla's European sales charts look as they should, with the UK, Germany and France being the Top 3, not some smaller countries with a special subsidy or tax circumstance, I am not necessarily a fan of him posting this in this...
  35. mrdoubleb

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

    Thank God this thread absolutely does not have the habit of reading way too much into tweets! :) Joking aside, I have only ever seen this account tweet about Tesla China production and delivery numbers - they are the one who reported on the -16% figure that was later corrected to -11%. I think...
  36. mrdoubleb

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

    I think CPCA numbers are coming out tomorrow, so they are just probably referencing that.
  37. mrdoubleb

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

    So I have almost replied to this tweet, but then I realized it is pointless. We all know Plainsite is not an honest actor, some white knight fighting for the truth corporations trying to hide, but FUD Factory central, a short seller with an agenda. But it is still interesting to see just how...
  38. mrdoubleb

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

    I don't think they ever made money on these. The reason they were still producing these triplets (Seat, Skoda and VW variants with diff logo an slightly tweaked looks) was to minimize EU CO2 payments - i.e. compliance cars. These vehicles were pronounced dead 3-5x over the past years, but then...
  39. mrdoubleb

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

    German data is out: 4466 Teslas delivered in June. @hobbes @Troy Germany and UK added to the tracker.
  40. mrdoubleb

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

    On a more serious note, by our own tracker, with this data included, there have been 14.990 Model 3s delivered in the UK this year. That means that I am pretty certain, the Model 3 has the #11 YTD spot in the UK, as the chart cuts off at #10 with the Toyota Yaris having accumulated 15,124...
  41. mrdoubleb

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

    Rhetorical question: do they invite the owner/lawyer of every new car that burned down for an interview the day of the deliveries' report of that brand? Actually, never mind, The Plaid is an expensive, high performance car, so this is interesting..... So did they invite the owner/lawyer of that...
  42. mrdoubleb

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

    I know I am preaching to the choir here, but I find it extremely disingenuous how the Factset (and similar) numbers are being thrown around. Do we have any official, public source, where we can see this number? I am not aware. So instead we have Lora K. "reporting" that the Factset consensus was...
  43. mrdoubleb

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

    Reuters: "Tesla delivers record 201,250 vehicles in second quarter, beats analysts' estimates Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of...
  44. mrdoubleb

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

    I wasn't referring to the fact they sold everything they could by the end of the quarter - that is usual. But normally they are still delivering cars at the last possible minute, and here some reports say they were done the day before, or the morning of the last day.
  45. mrdoubleb

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

    Quick news from France: They sold 5,001 Model 3s in June, which is a new, all-time monthly record for Tesla according to our own tracker. https://www.automobile-propre.com/voiture-electrique-la-tesla-model-3-casse-la-baraque-en-juin/ EDIT: just to balance it out, Austria is coming in at 807...
  46. mrdoubleb

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

    OK, so I know this is anecdotal, but a bunch of people from all over the world in this Twitter thread at Sawyer's account report that their local galleries/delivery centers delivered everything that wasn't bolted down by, or before (!) the last day of the Q. Locations in the US include Santa...
  47. mrdoubleb

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

    We are reaching a level of FUD, where it is just too much even for CNBC anchors. If I'm not careful I'll start liking her... PS: never mind the second part of the segment, that guy, once again, acts like a drunk uncle at the dinner table who starts talking incoherently about things unrelated to...
  48. mrdoubleb

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

    Sorry if I'm behind on the latest, but did they change the time of the event? It was supposed to be at 7pm local time, which would be 4am in most of Europe (CET), but the event live counter shows 7 hours 10 minutes to go, which is 8:30pm LA/5:30am Europe. Update: nevermind, just found a tweet...

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