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  1. S

    They somehow made the Cybertruck look worse

    The side panels are now more vertical or slab sided than previous versions. Older ones the side panels angled inwards. Still looks good, but I hope they don’t have the daytime running lights that far inboard of the sides. Makes the vehicle look skinny
  2. S

    Steering Wheel / Yoke option

    100 times this. Love an open roof on a beautiful day, especially in a silent EV
  3. S

    Tesla Model 3 in Australia

    Anyone in the IT world? Can these things take a period of time to update before we see it? Or is it looking like a no go?
  4. S

    Tesla Model 3 in Australia

    I thought these things are usually done at midnight. No idea though
  5. S

    Market reaction to Model Y unveil

    Love the Model Y, but it will definately cannabilise sales from the 3. Probably should of been more superficial changes like wheels and lights to appeal to different buyers.
  6. S

    M3 Demand Levers

    M3 should of been a SUV. As a small sedan price will be the big demand lever.
  7. S

    TSLA Market Action: 2018 Investor Roundtable

    The Model 3 should of been a SUV
  8. S

    TSLA Market Action: 2018 Investor Roundtable

    Share price picking up
  9. S

    TSLA Market Action: 2018 Investor Roundtable

    Ah ok. So it sounds like Tesla is under no obligation to issue an 8k? Oh well, so much for satisfying my curiosity of the proposal.
  10. S

    TSLA Market Action: 2018 Investor Roundtable

    So why did Tesla call a trading halt?
  11. S

    TSLA Market Action: 2018 Investor Roundtable

    And a buyout price has been declared, so it’s beyond any initial discussions (obviously).
  12. S

    TSLA Market Action: 2018 Investor Roundtable

    When does the 8k need to be lodged? Could be some very interesting reactions if it sets out details...
  13. S

    Valuing Tesla as a Private Company

    Is there potential for other benefits as private owners like discounted cars or pre-launch events? Doubt it, but would be a pretty cool bonus.
  14. S

    General Discussion: 2018 Investor Roundtable

    I don’t see it making an impact
  15. S

    TSLA Market Action: 2018 Investor Roundtable

    To be fair though assets don’t pay the bills, cash does. If you have to sell all your equipment and factories to pay your liabilities you are not going to be a business for long. The difference is Model3 is generating huge amounts of cash, especially with such high margin vehicles at the...
  16. S

    TSLA Market Action: 2018 Investor Roundtable

    I think it’s the Euros and in particular the Germans that are the ones to watch. So much national pride is resting on them transitioning to EV. Wouldn’t surprise me if BMW, Volkswagen and Mercedes with backing from German Govt created a charging consortium. One of the most interesting...
  17. S

    TSLA Market Action: 2018 Investor Roundtable

    I thought total debt was around $10 billion? Where is the extra $11 billion in liabilities coming from? I assume accounts payable would be a few billion.
  18. S

    Does Tesla make money on Supercharging?

    Be fascinating to work out the daily electricity cost for all the charging!
  19. S

    TSLA Market Action: 2018 Investor Roundtable

    Further tweet about Montana
  20. S

    TSLA Market Action: 2018 Investor Roundtable

    It’s rocketing
  21. S

    TSLA Market Action: 2018 Investor Roundtable

    Back over 300 again
  22. S

    From WSJ: Tesla asking suppliers for refund/cash to become profitable

    The company and product are too valuable to disappear. If the unlikely happened and Tesla did go bankrupt there would be suitors lining up to buy the company with its debt purged.
  23. S

    White Interior with what exterior color?

    personally I think it would look good with any. I can imagine the dark grey exterior looking smart with it
  24. S

    White interior available for AWD /nonP

    Just can’t get over how good the interior looks on these cars. I love the white but can see the appeal of the black and wood. My dream would be the white with the wood trim
  25. S

    1 - 3 month delivery on new orders - seriously?

    People are sometimes getting delivery calls within days of order. Tesla has massively improved their output. In some cases it’s quicker to get a Model 3 than a Camry.
  26. S

    TSLA Market Action: 2018 Investor Roundtable

    A lot of that doom may already be priced in
  27. S

    From WSJ: Tesla asking suppliers for refund/cash to become profitable

    It’s probably a beat up. If they were really desperate they could just sell off their solar business and remain in energy storage and vehicles. They’ve paid over $5billion for SolarCity, it they could get that in a sale they would be fine.
  28. S

    Elon Tweeting about Thailand and Reputation

    Some good may come out of all this, still so extraordinary how quickly Elon’s team developed and built apparatus that could potentially save someone’s life. If your kids were stuck in there, you would want every available resource thinking of a solution. I wouldn’t be suprised if the learnings...
  29. S

    Elon Tweeting about Thailand and Reputation

    I always took it as a repository ‘take your own medicine’ type of thing.
  30. S

    Elon Tweeting about Thailand and Reputation

    The longer there is no statement or apology the more I think things are happening behind the scenes - potential reshaping the role of CEO or adding COO. I guess they could be thinking it would be good to have some actions attached to any apology. I feel for the British guy having his reputation...
  31. S

    Elon Tweeting about Thailand and Reputation

    Without an apology I don’t see this story going away.
  32. S

    Elon Tweeting about Thailand and Reputation

    Give the guy a break, it would of been emotionally exhausting being in the cave for 17 days watching everyone risk their lives and have a marine lose their life. I understand Elon was trying to help though
  33. S

    Elon Tweeting about Thailand and Reputation

    Yeah Thailand is popular with expats as the weather and food is beautiful and there are loads of natural attractions - hence cave divers running businesses and/or living there. People can retire on their smallish British or European pensions/investments and live very well there due to the low...
  34. S

    Elon Tweeting about Thailand and Reputation

    I think an apology will probably fix this all
  35. S

    Elon Tweeting about Thailand and Reputation

    I don’t know. I’m not sure if there is any coming back from this.
  36. S

    Elon Tweeting about Thailand and Reputation

    Still curious who will speak first, Elon or the board. The silence has been deafening.
  37. S

    Elon Tweeting about Thailand and Reputation

    Could it possible that Musk wants to leave Tesla and this makes it more palatable to find a replacement?
  38. S

    Elon Tweeting about Thailand and Reputation

    This has the potential to be bigger than the Roseanne incident Wouldn’t be suprised if the Tesla board of directors issues a statement to distance themselves
  39. S

    TSLA Market Action: 2018 Investor Roundtable

    I don’t think they would be funding the battery part themselves, but in the end it’s not a huge imposition for a company. To put it into perspective Tesla paid almost 6 billion for SolarCity when you include its debt
  40. S

    TSLA Market Action: 2018 Investor Roundtable

    But really will a new plant in China be that expensive anyway? I doubt it would be much more than a billion, and they could spread that out over a few years.
  41. S

    Will sunroof become an option?

    in the early days I could of sworn that Tesla said there will eventually be three roof options for the Model 3; solid, glass and a glass sunroof. Is there any talk of when or if the sunroof will become available?
  42. S

    My New Model X rear ended only 2 hours after picking it up in Fremont

    I’ve followed a Model X and noted it did slow down quite a bit without activating the brake lights. I think the biggest thing is the tiny brake lights, following drivers would probably be expecting the entire light cluster to light up, so when it remains off bar a tiny slither of light at the...
  43. S

    Retrofit for Pre-Autopilot Teslas

    Thanks for linking this, I love reading about these type of projects. There are some very clever people out there!
  44. S

    200,000th US Delivery

    Changed my vote to June. Typically IRS will only care about when an item is invoiced and delivered, for taxation purposes they won’t be concerned with each individual states registration rules. If anything I could actually see some early July deliveries counted in June if the customer has been...
  45. S

    Anheuser-Busch orders 800 hydrogen-powered semi trucks from Tesla rival Nikola?

    Depends what you are doing there, if you are there to drop off or pick up a trailer or swap over drivers, you may not have a significant amount of time. Drivers are allowed to drive up to 11 hours, so you probably want that much in range - plus some allowance for buffer and steep terrain.
  46. S

    Anheuser-Busch orders 800 hydrogen-powered semi trucks from Tesla rival Nikola?

    I think Hydrogen fuel cells make more sense for trucks. Trucks live at, arrive and depart depots so you can concentrate fueling stations. And you can get huge range out of a hydrogen fuel cell that allows great efficiency. I see hydrogen fuel cells being a natural replacement for heavy diesel...
  47. S

    TSLA Market Action: 2018 Investor Roundtable

    Can the TSLA Round Table thread and General Investment Round Table thread be merged? They seem to do the same thing.
  48. S

    General Discussion: 2018 Investor Roundtable

    All this is making Tesla look worse.
  49. S

    TSLA Market Action: 2018 Investor Roundtable

    I thought I read somewhere that due to its very long wheelbase the IPace has more interior length than the Jaguar XJ limousine.