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  1. Cobos

    Tesla BEV Competition Developments

    Are you sure about that? The F150 is legal in Europe and with it's increased height of the front compared to the Cybertruck it will make just as much mush of any pedestrain as the Cybertruck I imagine. I have seen lots of people say this but I haven't actually seen anyone refer to any legal...
  2. Cobos

    Tesla BEV Competition Developments

    I might add that normal car license is just class B. That is a maximum of 3500kg for vehicle including load. That is a European standard, you need class C1 intended for heavy trucks with Gross weight upto 7500kg to be able to drive this Silverado in Europe. The cost of taking the C1 license is...
  3. Cobos

    Russia/Ukraine conflict

    What I find very strange about the attack in Moscow is how it was accomplished. Assuming for the sake of argument it is ISIS, how did they manage to pull this off. Moscow got the be one of the most survaelled (spelling?) cities in the world. With the entire security appartus of the Russian state...
  4. Cobos

    Russia/Ukraine conflict

    I'm guessing hitting refineries also gives a more immediate effect. My guess is the storage of finished petrolium products isn't very extensive and if it would have been that makes for excellent drone targets. Hence hitting refineries and a lot of them pretty soon means people can't buy gasoline...
  5. Cobos

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

    I might add that Lucid has a biggish store on our Karl Johan street the one bookended by the Central Station and the Royal Palace, so very expensive. And they sold 5 Lucids last year in Norway, EV nirvana. That’s less than Ferrari. So even though they are announcing the RWD Air now under 1...
  6. Cobos

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

    Well Model Y was 19% of the total Norwegian car market. January sales in 2024 was about 60% of 2022 so sales of any car is down a lot. Number 2 car in January was the new improved Hyundai Kona with 282 sales, while #3 was Leaf at 263. EVs are in January at 92% while Tesla has a market share of...
  7. Cobos

    Tesla Unionization

    Adiggs: I think the mail issue is an American attitude where Postal system is federal and not state run. It essentially has an elevated status compared to most Nordic countries. Most everything at least in Norway is handled electronically now and even for Oslo the capital we only get mail 3...
  8. Cobos

    Wiki Selling TSLA Options - Be the House

    Depending on how you read the source, they are asked to be prepared to supply for 10000 cars a week in mid 2025. That sounds like production starts late 2024, and ramp picks up speed in middle 2025. Though that might be my rose coloured glasses.
  9. Cobos

    Tesla BEV Competition Developments

    Not disagreeing with that, but its the same for all cars. And generally there’s a lot of up first, as the test starts at more or less at sea level. And seeing who gets furthest is comparable and in regards to the cars rated range. So clearly better than tests that do 2-4 cars on each test with...
  10. Cobos

    Tesla BEV Competition Developments

    This is why the El Prix tests NAF does actually makes sense. Driving around 30 EVs in a convoy so experiencing the same weather and conditions and at the same time. I or some other Norwegian has typically linked to it when it comes out. The speeds are lower than 70, at most 65 and at the end...
  11. Cobos

    Tesla Unionization

    Yeah I see I was unprecise. Yes as you mention sympathy actions seems to be legal in Norway. But the issue with Hydro Extrusions in Vetlanda would be extremely unusual (and propably illegal), because that is a sympathy strike against Tesla Germany/Tesla Inc not against Tesla Sweden which is the...
  12. Cobos

    Tesla Unionization

    I can only speak for Norway, not the other two. But I guess because it's not allowed. In Norway sympathy strikes are very unusual and may only affect the original party - hence Tesla Sweden. So as mentioned earlier Norwegian dockworkers will not allow Tesla Sweden to avoid the strike in Sweden...
  13. Cobos

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

    I'm quoting Motor not saying what I think, just to clarify. They mentioned stiffness, but many Teslas have issues with the plastic on mostly the rear clusters cracking up and allowing moisture/rain to enter. Tesla Norway has not generally accepted that as a warranty issue, instead claimed...
  14. Cobos

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

    Another update from Norway I haven't seen anyone else report on NAF's 2023 competition for the years best car purchase. What they before called car of the year. This is done by their magazine called Motor, which some of you know from their massive range tests they do every summer and winter...
  15. Cobos

    Tesla Unionization

    The exact numbers are pretty shaky here. But my impression has been about 130 mechanics work at Tesla Sweden. Of those more than half were Union members before the strike. Say 60% and that is 78 people. Out of these 9-15 are actually on strike (I've heard different numbers). Say 15 and that...
  16. Cobos

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

    Update from Norway. Tesla is going straight to Hell. Or many are if they are driving through Trøndelag further north. The area where Trondheim airport Værnes is located is called Hell, and it seems they opened a new supercharger there yesterday. A look here shows the charger stats.
  17. Cobos

    Tesla Unionization

    I’m no expert. But a cursory look turns up that Postnord is the Swedish Postal Service. Or rather it’s a joint venture between the Danish and Swedish postal services. Owned 60% 40% by the Swedish and Danish state. Which I guess is the same as in Norway. Posten is 100% owned by Norwegian state...
  18. Cobos

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

    I must say I haven't done the actual legwork checking my hypothesis, but looking at most of these analysts, do they ever? It seems they have sell rating on a company or a buy rating on a company for at least 10 years. I mean if TSLA went to $800 tomorrow without any material news changing the...
  19. Cobos

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

    This does sound good, but I always thought the cost of the basic chassis in steel or aluminum when first created was fairly cheap. Anyone that can give a ballpark figure what VW is paying for the similar pieces on the ID4 as the parts that are gigacast on the Model Y. I might not grasp the big...
  20. Cobos

    Wiki Selling TSLA Options - Be the House

    I like IBKR as well, though that is mostly because they are one of the first brokers I found that lets me trade calls and puts on TSLA from Norway. I have realised there are some other options, but now that I got used to them I like their interfaces and their fees are not bad. Though customer...
  21. Cobos

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

    Neither is Tesla down to same profit lvls. We are looking at EVs here. Is Tesla at same profit lvl as Lucid? How about Ford or VW. They are thinking about crossing the chasm of disruption, they are NOT over on the safe side.
  22. Cobos

    US Market Situation and Outlook (Rob Stark's American Megathread)

    Good point. The numbers just looked so high for the German brands, hence why I got confused. I never would have guessed BMW did 15% EV in the US. I know their EV percentage is growing steadily in Europe, but seems to have come to the US in a greater sense than I would have thought. Usefull...
  23. Cobos

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

    As I didn't know they were made in China at all I can't answer that. My impression was that they came from Mexico but I'm not very updated on Fords EVs. Though a quick 10 min google search on Norwegian language sites implys that my hunch is correct and this is Mexican cars.
  24. Cobos

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

    I thought I'd add some data for September and the Norwegian EV market. Data can be found in this article Total sales for Sept was 10342 cars. Down about 30% from last year. Out of those 2476 was one single model - Model Y. That puts Tesla as the biggest company, but keep in mind total Tesla...
  25. Cobos

    Wiki Selling TSLA Options - Be the House

    I'm pretty sure all the review models of the new Model 3 was in Norway with regular license plates. We follow the EU car rules so pretty sure you can't have normal license plates on that Model 3 unless it was legal to drive on Norwegian roads. And we do have temp plates they could have used if...
  26. Cobos

    Wiki Selling TSLA Options - Be the House

    I’ve been trading weekly calls with strikes about 10% above and closing them out after a few hours or a few days whenever I’ve got a decent profit. Yesterday I tried a monthly at 250, and was very that my thinking was right and could a few hours later close it earning almost $1000. That’s when I...
  27. Cobos

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

    Lies…. Corolla Worldwide sales for the full year seems to have been about 1.2 or 1.3 million cars so around 280k per Q. No way they 3x that this Q1 for a car type that is shrinking in popularity.
  28. Cobos

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

    NAF (Norwegian AAA) again did their big EV range test. Now for the summer version, it had the same cars as the winter test they did in february, where the Model S won with the longest range and one of the smaller losses from their WLTP range rating. Guess who won again :) The Model S LR with...
  29. Cobos

    Wiki Selling TSLA Options - Be the House

    Yeah that's what I would like to know :) These contracts have been rolled so many times both up and down, I have no idea what I have earned on them. Though sitting on max time and with a strike too low they are not going to earn my much money right now.
  30. Cobos

    Wiki Selling TSLA Options - Be the House

    I thought I'd ask here for guidance. I'm currently selling CC and using that as my only strategy. Mostly because of Norwegian tax law. I've got a nice chunk of shares that I might sell around $500 but in need of some income from my HODL shares I'm selling CC. If my shares actually gets sold I...
  31. Cobos

    All discussion of Lucid Motors

    I had Sottozero 3 winter tires on my old S85D and has Nokian R5 on my newer Model S Plaid. The R5 are very soft Nordic winter tires while the Sottozero 3 are high performance European winter tires. So the Sottozero are a lot stiffer, hence I would guess easily 2% maybe 5 % better range with the...
  32. Cobos

    Russia/Ukraine conflict

    No expert on Finnish politics but I guess here from Norway we do get a lot more Finnish news. Yes as far as I've been able to read in Norwegian media Marin gone had nothing to do with Nato, but rather as you said the economy. Marin being social democratic they usually spend more on safety nets...
  33. Cobos

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

    Just a small warning about the Norway numbers. My own and my colleague’s experience taking delivery of new Teslas in the last months. The numbers you find at Tesla stats are scraped from the Norwegian DMVs database. It seems that happens when a VIN gets assigned a license plate by the car...
  34. Cobos

    Russia/Ukraine conflict

    Could the increases in AD systems (which I guess is mostly S300 and S400) be because it seems Russia is using them as rocketbatteries/artillery for striking cities. I assume that means they have to be moved closer to the front? Or am I misunderstanding things?
  35. Cobos

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

    Yeah this a bit weird since my own plaid should be about 610 displayed when charged to 100%?
  36. Cobos

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

    Thought I'd note that NAF (Norwegian AAA) has redone their biyearly range test for EVs. They do this twice a year one for winter and one for summer. They drive all the cars in a long line on a set route of normal highway driving until the car stops. At the longer ranges they start a fairly...
  37. Cobos

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

    Yeah this is part of our northern transport route and seems to be of breach of the spirit of their contract with the state. If not actual breach. My guess is someone will tell them to figure it out or decide to go bankrupt. They are a state funded ferry service not accepting cars currently...
  38. Cobos

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

    This is further tightening of some pretty hefty tolls right now to take a diesel car into Antwerp isn’t it or so my family says? So this is continuation of current policy not a large change as such, is what I’m trying to say.
  39. Cobos

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

    It's the weekend and I thought I'd post some musings from EV nirvana - Norway. I might start to say that my impression is that 3rd party charger networks in Norway does work. There are usually too few stalls and they can get finicky to start, but they do seem miles better than EA in the US. So...
  40. Cobos

    Wiki Selling TSLA Options - Be the House

    A short update from an options newbie. I've sold a lot of CCs the last year. My special tax circumstance means I really don't want my shares to be called away, but as long as I roll or cover the call before it gets too close I'm golden. And since I have no margin, falling share price just means...
  41. Cobos

    Russia/Ukraine conflict

    I can add that the Norwegian Foreign Minister has said that this missile launch is a serious incident, but she is waiting for more information. Similarily Swedish military press secretary says they are prepared for any eventuality. So there's no doubt in my mind this might quickly escalate into...
  42. Cobos

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

    Just to help me understand, when the effective date on the split is 25th of August, should I have 3x as many shares on the morning of 25th or 26th of August. As in is it into 25th of out of 25th? The question could be rephrased to when are the shares officially delayed at my broker?
  43. Cobos

    Russia/Ukraine conflict

    My understanding is that A10 requires you to first establish Air Supremacy otherwise they'll get shot down in no time. And blunt Russia's AA guns is possible for Ukraine, Air Supremacy not very likely.
  44. Cobos

    Tesla BEV Competition Developments

    I don't trust Edmunds when it comes to Tesla tests... NAF on the other hand, the Norwegian AAA does very well respected range tests. Take a look here: https://www.motor.no/aktuelt/motors-rekkeviddetest-av-elbiler-sommeren-2022/225305 it shows that yes the BMW M50 does 4,85% better than their...
  45. Cobos

    Russia/Ukraine conflict

    Norwegian media says at least the Norwegian ambassador has been sitting for 6 years and normal rotation is 4 years. This has been known for Norway for some time. That might be diplomats being diplomatic or might be the truth at least for Norway.
  46. Cobos

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

    Isn’t that a picture of a Polestar 2? I thought the Volvo C40 had the Volvo logo in front?
  47. Cobos

    Russia/Ukraine conflict

    Ukranian army runs out of bullets? Seriously the wierd thing is somehow someone further up the chain of command thinks this will help? After all as rational beings if this actually hinders Russian progress why do it?