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  1. Vaamo

    Musk on Tesla Pickup: ‘Coolest Car I’ve Ever Seen’

    Just out of curiosity. Tesla showed video of a car on the begging and end of shareholder meeting broadcast. First It was Model 3/Y in grey(the hood). Then the animation cuts, and there are some new shapes. Seems as the back of the car. Haven't found them on any of current unveiled lineup. Seems...
  2. Vaamo

    Blog Tesla Shows New Image of ‘Cyberpunk Truck’

    Just out of curiosity. Tsla showed video of a car on the beggining and end of shareholder meeting. First It was Model 3/Y in grey(the hood). Then the animation cuts, and there are some new shapes. Haven't found them on any of current unveiled lineup. Seems as the back of the car. Seems a...
  3. Vaamo

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

    They(E-car-club) were shutting down operations due to vandalism, but only in one town (Solihull, UK). Rest of the locations should continue further.
  4. Vaamo

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

    I bet Fred motivation can be also steered by the affiliate link on amazon. It was a bit too suggestive of an article for my taste. The lid. Isn't the lid supposed to be closed by the button on the screen?
  5. Vaamo

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

    It makes an opportunist from you. Which may or may not be bad, depending on the intentions and motivations behind your decisions. Based on the write-up you provided, it leaves bad taste in mouth for many, especially in this section of the forum. Only adding salt to the injury really. You said...
  6. Vaamo

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

    Is Jaguar loosing routinely 3.6 Billion pounds a year? I thought that it is $3.4B loss, and circa $3.1B was due to writing down a bad investment in China, which leaves $300M negative. Maybe they want to write it off all at once coupled with another loss, in another words, PR management. Yes, it...
  7. Vaamo

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

    it was few pages back, posted by RobStark, with a direct link
  8. Vaamo

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

    FC already mentioned, that estimates float the internet(basically since unveil). Most of them extrapolate dimensions from image comparison of Model 3&Y Edit: Model Y always seemed to me more like a higher sedan, than SUV or CUV. The closest I can think of is BMW5 GT series shape. There was...
  9. Vaamo

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

    1 like from JackieDonson. I see, must be "Stress" forcing you to join this community
  10. Vaamo

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

    I didn't say anything before, but always I see your avatar, I can't stop looking on that aggressive modification on M3. It is just a pure projection of a sporty/rage emotion. I absolutely adore it.
  11. Vaamo

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

    When Tesla will crack FSD problem, inventory will become a valuable asset. I understand, your aim is to inform about the low number on tracker sites, not to speculate. I just feel that it needs a disclaimer, stating that those numbers are historically not indicative of anything, and should be...
  12. Vaamo

    Tesla Production & Profitability

    Things change, Tesla most probably didn't expect such sharp decline in S&X, European part shortage on M3, or delivery issues with M3. Which definitely should be in realm of possible expectations. Then, at least tried take corrective actions during Q1. Different business segments. Much less...
  13. Vaamo

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

    Is it reliable source of information? Can you really extrapolate size of the inventory based on what is listed? Obviously inventory of Model X is not 19 units for US homologated model. The numbers are all but accurate. Why would Tesla made public the size of their inventory? Tesla action's...
  14. Vaamo

    Tesla Production & Profitability

    I agree with you in most points. Altough EVnow is right in the sense, that this is a war, and thinking otherwise will in fact hurt you as a company. Rising inventory is a problem, one you should fix quietly. Ordering and delivery system can be much more efficient at Tesla, which would...
  15. Vaamo

    Tesla Production & Profitability

    The claims about low demand and limited production of Model3 are most likely both true. Elon is trying to control spin of the conversation. Tesla probably was cells limited on production site during Q1, and simultaneously overproducing the demand(increasing the inventory). Almost whole Q1 the...
  16. Vaamo

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

    Quite aggressive. So far your post is not insisting lot of confidence that you want to do this (you can't be confident in such a risky market anyway). I believe you have already decided, but in order to succeed you should prevail with the trade long enough. Based on your post, it seems that you...
  17. Vaamo

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

    500k cells a day are a scrap? Isn't the daily capacity around 700k cells? That is plain lie right there in the beginning of the article :). I doubt it that scrap rate is over 5%, which is still a lot. Considering the number of Model3's produced, it just can't be 500k cells a day as scrap
  18. Vaamo

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

    As I can't edit as a new member, I try to quote. It is FUD. Although, on 31Dec2018, T.RowePrice had 5.2% stake in TSLA, holding 8,937,685 shares. They are holding much less, now at least according to the T. Rowe Price Personal Investor - Portfolio Holdings for Mutual Funds It seems to be cut...
  19. Vaamo

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

    Have someone came across T.RowePrice holdings numbers as of 31.3.2019 related to TSLA? Seems that T.RowePrice has cut their stake at TSLA for another 79% in Q1 2019 I have came across tweet from #tslaq. Nonetheless, as far as I have verified, the numbers are correct(still gathering the data...
  20. Vaamo

    My Tesla burns in house fire. Sad.

    Thanks, will use some for my hobby project.
  21. Vaamo

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

    Tricky indeed. I would guess the delivery fee will be detached, i.e. car price will be under 50k. It would be unreasonable from Tesla to price SR+ in violation of incentives in particular market. Even if the two are considered as bundled together(price of the car 50.200Eur) discount of 200 Eur...