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Pay $5k and get $1k back in 30 days? That makes no sense and sounds like a scam. Are you sure it was from Tesla? Do you mind posting the e-mail text? Edit: Curious to see if other people get something similar.

Anyone know what's going on in Norway? Sales usually drop starting the quarter but they've really slowed to a trickle. Only 4 registrations this week according to Lasse's tracker: http://teslastats.no/ Was a boat delayed? Is there any public source to see what inventory arrives in Europe by...

A 2 minute look at Tesla's new production line, courtesy of Twitter: https://twitter.com/IspyTsla/status/1009134913881190400

Can someone help a brother out? My bailiwick is fundamental analysis, but I do watch the technicals on Tesla since it often seems to trade on them. How is the daily chart not a more compressed repeat of what happened in the fall? It looks like a double top and kind of a mini head and...

It's my understanding (based on the recently concluded budget process) that it's an annual appropriation. If Congress strips it from the budget next year, it's gone. Otherwise it just continues to roll.

A chunk of the CATL capacity will go to support European OE's (assuming their IPO goes through). The chart shows where the company is based, not where the batteries are going. But yes, China is clearly leading the charge with respect to near term EV adoption. Yes, the numbers are not...

There has been a lot of new battery capacity announced. LG Chem to Open $1.63 Billion Lithium-ion Battery Factory in Europe | INN EV Batteries: A $240 Billion Industry In The Making That China Wants To Take Charge Of SK Innovation To Invest ~$777 Million Into EV Battery Production Facility In...

I wonder if Tesla is prioritizing European and other international deliveries due to the expiration of the tax credit. The slow Model 3 ramp up means more credits get sucked up by S/X, but that can be massaged by pushing units to international markets.

Which year are we talking?

Keep in mind that today and Friday are very low volume days in the market. It doesn't take much capital to push the stock price around. With the Bloomberg piece touting the cash burn today, I'm expecting a small bear raid on Friday. Hopefully I'm wrong. In any case, the open on Monday will...

The deposits count as cash flow but not revenue. The accounting treatment when a deposit is collected would be an increase in cash and an increase in customer deposits on the liability side of the balance sheet. When Tesla reports their free cash flow every quarter, changes in the deposit base...

A vehicle can have multiple sets of something. For example, brake pads are sold in sets for front or rear wheels. Some brakes have multiple pads - one for each rotor - and a set consists of just one wheel. I'm just pointing out that it's ambiguous, not trying to rain on anyone's parade. A...

I think one needs to be careful drawing any production run rate conclusions from today's news. There's a bunch we don't know - most importantly how many pieces are they ordering per vehicle, how long does it take to get the product from Taiwan to California, is the part single sourced or do...

Ummm.... If I'm not mistaken, Level 8 is fraud. I really hope Elon isn't trying to signal something.

And give a rosy forecast of where production will be at year end, which everyone will discount. Usually the commentary is bullish, so I think they'll come out with a few tidbits to get people excited. My big concern on the quarter is cash burn. Between $1bn in CAPX, higher operating losses...

8 weeks, 12 weeks. A delay at this point doesn't much matter. First of all, it's pretty much expected with Elon and second, you can make up 8 weeks of ramp up production in a single week next year. IMO, the market will be looking at two things: profitability on the 3 and what the ultimate...