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  1. B

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

    Wow is that note re spiegel commenting on greta/epstein true? ffs
  2. B

    New Model 3

    yes the delivery driver did call about 2hrs in advance which was nice. FYI for anyone else out there in NS or another province where you need Tesla's GST number (sometimes called HST or Tax ID) to register your vehicle, it is 855583852. I had to call my DA to get this. It wasn't anywhere to be...
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    New Model 3

    She arrived this morning! Delivery was smooth, although the car was decently dirty, has a scratch on the front bumper, and was only 40% charged. Beyond that, it really is AWESOME!!!
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    New Model 3

    Thanks for the info and tips! I'll post pics here shortly after delivery. I'm surprised there was no phone call from the delivery driver in advance! It's gotta be less than 50/50 that people will be home at random?!
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    New Model 3

    haha amazing that you got spoiled in like 3 days of driving! I am told my car leaves Quebec today and will be delivered on Friday. Seems a long time to get from Quebec to here, but hopefully they are just being safe with the estimate. How was your delivery experience? I guess since it is a...
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    New Model 3

    I have heard back by email that it has arrived... which i cryptically take to mean in QC. They are waiting on info from the carrier. My advisor is Ameena in TO. Same as yours? Thank you for the offer. That must be tough to lose your car, even for a few days, after so long a wait!
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    New Model 3

    I was on vacation all weekend. Tried today without any luck. Tesla communication is a serious 2 stars
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    New Model 3

    haha oh my god. good thing you were home!! CONGRATS! mine is blue, so not that one, but it sounds like I better give the advisor a call too just in case it comes sooner than expected :)
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    New Model 3

    Get your car??!
  10. B

    New Model 3

    I know what you mean about wanting to cancel. It is a very frustrating process. Similarly to you I am dead set on this car, and even so the thought of canceling has crossed my mind.
  11. B

    New Model 3

    sweet! here's hoping you got good news! my delivery apt in Quebec has moved to July 6th.
  12. B

    New Model 3

    Today I received a delivery date for the car in quebec, June 28th. I'd say there is a good chance I see the car next week
  13. B

    New Model 3

    I'm not planning on doing any wrap at this point.
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    New Model 3

    You're right. Looking forward to this wait being a distant memory
  15. B

    New Model 3

    bad news. my VIN got unassigned - supposedly because it was a US car and needs to be homologated specifically for Canada.... gahhh so now I have no VIN, back to the 2-4 weeks, having ordered over 6 weeks ago. :mad:
  16. B

    New Model 3

    who knows, it has to ship from NY this weekend, so I am assuming it could take a little bit to get across the border... I'll post some pics and definitely look for your white on white driving around Lunenburg / NS :D
  17. B

    New Model 3

    I got a text today to schedule delivery this weekend - in the mt kisco NY store :rolleyes:. Anyway, I completed this and my VIN has appeared online. I called Tesla and they confirmed I will get home delivery. Also was able to adjust my registrant details to finance through Tesla, which had a...
  18. B

    New Model 3

    Aw man, congrats!! I haven't gotten that email, but I did just find a vin using the "view source" method on my account, so fingers crossed!!
  19. B

    New Model 3

    Yes this is my first. Fingers crossed for the both of us it happens soon. Agreed it probably will be the same truck!
  20. B

    New Model 3

    I placed an order May 2nd for SR+, delivery for Lunenburg. Haven't heard a peep since then. I actually ordered a MR in march, only to have it discontinued for LR in April, and which I switched to SR+ for the incentive in May. So tesla has had my $3200 for over 2 months which is a bit...
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    LR RWD Waiting Room

    I called them last week, and got confirmation there is a queue, and they are still building some LR for now. It feels like anyone closer to the factory than me instantly jumps my spot, whether that is true or not. Thank god I am not at the end of a lease term. I haven't been anxious for a while...
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    LR RWD Waiting Room

    ordered Blue MR March 15th, switched to LR RWD on the 20th. Nothing since, and patience is wearing thin.
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    LR RWD Waiting Room

    waiting for the exact same, but AP not FSD, and on the opposite coast. Switched from MR to LR on the 20th. When is your build date?
  24. B

    LR RWD Waiting Room

    What was the adjustment value? 1k for autopilot and 500 for paint?
  25. B

    LR RWD Waiting Room

    I am also in the exact same boat - same config to a T, including same upgrade for $100. I got the 3/20 call. My delivery was showing 1pm today in NY, but I'm in NS, so just assumed it was completely false. No VIN, or updated delivery yet. Here's hoping we get both HW3 due to the wait.
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    LR RWD Waiting Room

    I checked my account this morning and it shows delivery on the 29th.... in New York... and I am in Nova Scotia, so don't know what to think. I talked with someone the other day who said the car will ship out to me, so maybe that's the service center it will leave from? I would assume tesla ships...
  27. B

    MR Waiting Room

    I got the call today as well. Ordered 3/15 a blue/back MR w 19s and AP. Getting a LR with free paint and wheels. Net result is a $100 adder here in Canada.
  28. B

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

    to be fair the X is ugly... uglier than it should be.
  29. B

    MR Waiting Room

    Same boat also
  30. B

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

    I hear you, but there was no problem booking the reservations in 2016, i.e 150k+ within minutes. This rate is definitely lower by an order of magnitude or more. Thoughts?
  31. B

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

    Agreed. It's impossible this process is not automated.
  32. B

    MR Waiting Room

    I ordered blue/black MR w 19s Friday night. Crickets ever since (besides automatic emails). Will post any updates here.
  33. B

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

    I happened to be travelling through schiphol airport in amsterdam today. There was a tesla vehicle display, with velvet ropes and a model 3 under a blanket. There was no one to ask when it was to be revealed. I am not sure if they have advertised vehicles at airports before?
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    Model 3 on display at the Yorkdale Mall Showroom in Toronto on March 2nd

    One of the employees told me it will be back on Tuesday (the 20th). Sadly i cabbed in from Pearson on my way flying through Toronto (I live in NS) hoping to see the 3. No such luck.
  35. B

    General Discussion: 2018 Investor Roundtable

    I appreciate your contrarian perspective, and hope you stick around. Credit where credit is due on your expectations for the ongoing ramp. I agree they are not sandbagging the 2.5k timeline. Where I disagree with you most is valuing TSLA as a traditional automaker and ignoring their...
  36. B

    Short-Term TSLA Price Movements - 2016

    ah i see elon's tweet Elon Musk on Twitter
  37. B

    Short-Term TSLA Price Movements - 2016

    link? hence the vertical spike i presume
  38. B

    Short-Term TSLA Price Movements - 2016

    The only way Tesla can solve the renewable trucking problem themselves is by building trucks with batteries. No one is arguing that. As a society however, we need the optimal solution to the problem. This would be maximum efficiency - as fast in mph as safely possible (renewable energy source so...
  39. B

    Short-Term TSLA Price Movements - 2016

    Thanks for these numbers. I think this helps to illustrate that having 100s of kWh of batteries on every truck may not be the optimal solution.
  40. B

    Short-Term TSLA Price Movements - 2016

    I just looked up some fleet averages and found 6.5, 8, and 10 listed. Took 10 to be conservative. The less efficient you assume, the more batteries you need, the more the truck costs. I didn't want to unfairly represent the cost of the battery, since I had been arguing it might be cheaper to...
  41. B

    Short-Term TSLA Price Movements - 2016

    I was curious so looked into this. Trucking fleets avg about 10mpg, and let's compare to 40mpg for a car. The truck needs 4X energy per mile. A 60kWh S goes 200miles, so a 240kWh truck goes 200mi. 1200kWh pack X 10k charge cycles X 50%DOD = 5M miles. Way more than enough lifetime. It did help me...
  42. B

    Short-Term TSLA Price Movements - 2016

    Coulombic efficiency, my bad. Yes I think you are right about DOD affecting it
  43. B

    Short-Term TSLA Price Movements - 2016

    Good point about the vertical integration. It's expensive to do it that way though. Re the batteries, look up coloumbic efficiency. Batteries gaining capacity is not something I've ever heard of, but I'm not an expert. The experts do measure battery life via ratio of returned charge aka...
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    Short-Term TSLA Price Movements - 2016

    I will stop arguing after this post. Yes the storage will exist. I am skeptical it is worth subjecting batteries to very high charge cycles while reducing useful freight capacity. The selling price for the batteries on the road only (2.2M trucks) may be around 2.2M x 1000 kWh x $200/kWh = $440B...
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    Short-Term TSLA Price Movements - 2016

    agreed. sorry.
  46. B

    Short-Term TSLA Price Movements - 2016

    Yes that is Tesla's estimated cost, but we must consider consumer cost. Right now they charge $600/kWh for the 60 to 75 upgrade? So lets call it $300/kWh. We are still talking trillions of dollars of batteries to be paid up front by truckers/trucking companies, etc, vs billions of dollars of...
  47. B

    Short-Term TSLA Price Movements - 2016

    Thanks for the detailed response jhm. I agree with many of your points. I still think highway electrification offers cost, space, transport, and maintenance efficiencies. As battery tech continues to improve I would be happy to be wrong about this. I'll throw a few back of the napkin numbers...
  48. B

    Short-Term TSLA Price Movements - 2016

    yes, but a micro train with infinite depots
  49. B

    Short-Term TSLA Price Movements - 2016

    I agree that we will necessarily have energy storage powering the grid, the same grid trucks are drawing from. However, as a counter argument I would say it is not full duplicity because you will need far more batteries if they are installed on each truck (reduced efficiency of transport due to...
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    Short-Term TSLA Price Movements - 2016

    Siemens has been developing a smart solution for electric trucks, and is currently testing the design: eHighway - Electromobility - Siemens Basically, the majority of trucking is done on a minority of roads. Electrifying these minority roadways and sharing this infrastructure between all trucks...