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  1. G

    2019/20 Orders and Deliveries [closed]

    How busy is West Drayton?
  2. G

    2019/20 Orders and Deliveries [closed]

    They are going to be delivering a lot more than 3000 model 3 in UK this month.
  3. G

    2020 Shipping Movements

    How about ships from Philadelphia? I think Tesla loaded onto one ship from PHL last year.
  4. G

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

    Oh they are definitely going for it. Ordered some merch an hour ago... just received shipping confirmation.
  5. G

    2019/20 Orders and Deliveries [closed]

    Tesla close to break even for the quarter says Musk. Lets hope as many as possible get delivered in UK. I just picked up some merchandise from the online Tesla store. Every little bit helps this q ;)
  6. G

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

    Not clear to me from the text that the limit is only for cars 40k euros and less. "With the environmental premium, we promote the replacement of the vehicle fleet with climate-friendly and environmentally friendly electric vehicles. In the existing system, the federal premiums will double as a...
  7. G

    UK Gigafactory Inbound?

    Elon in London today
  8. G

    2019/20 Orders and Deliveries [closed]

    There is the US. After that is China which has its own factory. Who else is bigger?
  9. G

    Near-future quarterly financial projections

    Time to add "cancelled order" column to your tracker spreadsheet?
  10. G

    2020 Shipping Movements

    satellite image of pier 80 today suggests it is pretty empty.
  11. G

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

    Filing for q3 2019 TSLA shares owned by T Rowe was for 830,000 shares.
  12. G

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

    Filing before this one was for 830k shares
  13. G

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

    T Rowe Price increases holdings from 830,000 to 8,977,000 shares in latest filing
  14. G

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

    JP Morgan Chase & Co reports 609.49% increase in ownership of TSLA / Tesla Motors, Inc. - 13F, 13D, 13G Filings - Fintel.io
  15. G

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

    JP Morgan Chase increases TSLA holdings from 358,000 to 2,537,000 in latest filing. JP Morgan Chase Analyst price target 240 SELL.
  16. G

    2020 Shipping Movements

    who told you?
  17. G

    2020 Shipping Movements

    SFO to Korea?
  18. G

    trading

    Could be a 3x leverage play for earnings. Less issues with IV. Difficult to say. Obviously a size player though.
  19. G

    trading

    someone bought 75mill in Apr 380 calls today. Off-exchange transaction. Was not a sweep.
  20. G

    2019/20 Orders and Deliveries [closed]

    um... ev grant ending?? That is pretty big news
  21. G

    18" Aero vs 20" Performance: Ride Quality, comfort, noise etc

    That is a bit mean! Was that really their explanation?
  22. G

    2019/20 Orders and Deliveries [closed]

    next week? Did we miss a ship??
  23. G

    2019/20 Orders and Deliveries [closed]

    Shipped from US?
  24. G

    2019/20 Orders and Deliveries [closed]

    New splashy web page on BIK Tax. Benefit-in-Kind
  25. G

    2019/20 Orders and Deliveries [closed]

    Anyone here with company car leases expiring end oF March/April? Want to get into the 0% BIK rates and seems like would need to order ASAP.
  26. G

    Inventory M3 now available

    How do you know it is 3600?
  27. G

    2019/20 Orders and Deliveries [closed]

    Government plans to scrap the £3,500 Plug-in Car Grant subsidy for electric cars Get your orders in soon
  28. G

    More Uk-bound Ships?

    Asian Parade arrives Southampton on the 19th. Left Philly on the 1st. Did stop at 1 Swedish port and 1 German port though.
  29. G

    BC EV rebate to run out of money soon?

    Are EVs still selling like hot cakes in BC? I see the 'funds disbursed' number on the CEV for BC website is going up even more quickly than last quarter.
  30. G

    More Uk-bound Ships?

    Where are you seeing destination set for Southampton?
  31. G

    Model 3 August Delivery Figures published By SMMT

    Setting up a new route from Philly, presumably to add to the pile of September deliveries suggests to me that September is balls to the wall time.
  32. G

    Model 3 August Delivery Figures published By SMMT

    But wasn't it mainly London that kicked off around the 8th. I thought the other locations started up later than that? Also not sure how realistic it is for these places to hit the ground running at full speed.
  33. G

    More Uk-bound Ships?

    Its also possible that they are combining LHD+RHD loads together on one container ship. For example, the container ship, seatrade orange, was moored at a vehicle terminal (not the glovis one) at philly. Just made its way to Zeebrugge. Where it is currently moored at a spot where cars are known...
  34. G

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

    Couple points on this. The Telegraph article today on August model 3 sales in UK stated that Tesla specifically asked to be listed as "other" in the smmt motoring org data files. So when SMMT listed the top 10 August sales by model they were obliged to list the model 3 as "other". Quite comical...
  35. G

    EU Market Situation and Outlook

    Tesla Model 3 was August's third best-selling car
  36. G

    2019/20 Orders and Deliveries [closed]

    Tesla Model 3 was August's third best-selling car
  37. G

    EU Market Situation and Outlook

    @hobbes smmt out with UK registrations for August. "other" is listed as third most popular car model sold during August. Hint hint has to be the model 3.
  38. G

    More Uk-bound Ships?

    SeaTrade Orange
  39. G

    More Uk-bound Ships?

    seatrade orange is a container ship. Left Philly on August 26th. Arrival Zeebrugge on the 4th. Bomar Calais left Philly on the 31st. Arrival Zeebrugge on the 10th.
  40. G

    More Uk-bound Ships?

    They have been sending container ships to Australia/NZ this quarter.
  41. G

    More Uk-bound Ships?

    If it pans out, will be very interested to see if they ship direct to UK. Could be a tight fit at Zeebrugge between Glovis Courage and Lydden boat arrivals.
  42. G

    More Uk-bound Ships?

    Possible that they are sending more than one ship from Philly. Almost certain that it will be a hyundai-glovis ship. Dont see any currently with destination of Zeebrugge/UK
  43. G

    More Uk-bound Ships?

    RORO ship NOCC Oceanic is scheduled to arrive at Philly Port , morning of the ninth. Tesla used this ship last q from SFO. Great candidate imo.
  44. G

    Stockport recent pick up report M3 AWD LR

    Lots of deliveries going on at Stockport right now?