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  1. sweter

    EU Market Situation and Outlook

    I just had a look through configurator for Model 3 and it looks like all European countries (incl. UK and Norway) have August as estimated delivery. So yea, this would mean no ships in Q2.
  2. sweter

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

    Such a troll. I still love him. But this is gonna end bad, gonna be a carnival weekend in Shortsville run by Shorts Enrichment Commission. And here I was hoping for re-entry before Battery Day, thank you Elon :)
  3. sweter

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

    We still haven't seen any major bankruptcies happen. As much as I wouldn't want to see that, I think it's a safe bet some will happen. How delayed is the data in that report? I mean, is it going to include data from last or this week? Similar report came out few days ago in Poland, but the...
  4. sweter

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

    Meanwhile, my FOMO slowly starts to kick in. I have a bunch of buy orders below $350 planned in a way so I can re-enter with double the shares I had in January. But my FOMO starts to tell me it's never gonna happen? I've just finished listening to two amazing podcasts by Jason Calacanis, David...
  5. sweter

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

    Called it. Only got 22 disagrees ;) Thankfully we got today's rally to soften the blow.
  6. sweter

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

    The factory will (and should) shut down, sooner or later. So the SP gets hit twice, today for the rumour of shut down, in a few days for the actual shut down. At least maybe the Q1 P&D won't be so bad with only a week or two out of the equation (happened few times during M3 ramp anyway) and...
  7. sweter

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

    As I gape in awe at the ticker and $TSLA on Twitter, I encountered this article on TechCrunch: What is going on with Tesla? – TechCrunch The article itself is about nothing, but the chart at the bottom caught my eye and helped me get on my feet:
  8. sweter

    EU Market Situation and Outlook

    Poland has been a very tiny market for Tesla, but nevertheless they made small steps last year to enter the country officially with a "lite" service center in Warsaw and 4 Supercharger locations over the last few years. Tesla hasn't been officially selling cars in Poland yet, but there's...
  9. sweter

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

    My ecstasy on TSLA is completely overshadowed by my ecstasy on BYND, tbh. If you wanna see how short squeeze looks like, check it out.
  10. sweter

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

    I sold some shares early in the year to finance my Model 3... While I'm extremely happy with it, I keep thinking that the price I paid for it keeps increasing, especially now... :D Is that what Elon meant when he said "appreciating asset"? :P
  11. sweter

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

    Maybe they didn't get all the permits to sell to public until EOY? And the initial 15 deliveries to employees is not really "public", but they wanted to be able to stay they started deliveries in Q4?
  12. sweter

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

    Years ago there was a Reddit thread where a supposed ex-employee of Tesla described what an amateurish mess was their IT infrastructure. I remember it looked very legit from software engineering side. It wasn't specifically proved to be true, but wasn't specifically proved to be false either...
  13. sweter

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

    Interesting. Nothing new for Poland, except for annual roll through to "Target opening by the end of 2018 / 2019 / 2020" ;) Surprisingly no mention of SuC site in Radom which was spotted in construction few weeks ago. That's why I only trade with 30% of my holding and keep the rest. I've been...
  14. sweter

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

    Yup, on Jan 2nd at whatever the price is then. I usually sell ~25-30% and wait to get back later at lower prices. Shanghai hasn't started deliveries yet (at least I didn't see any info about that) and that was seen as a requirement by many to comfortably hit 100k+ deliveries in Q4. Tesla may...
  15. sweter

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

    It seems I'm not, why don't you point me in the direction?
  16. sweter

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

    What is the point of waiting for 50k or 100k if (as I understand) they're delivered already in the next quarter and therefore irrelevant for the report? (Asking for a friend :D)
  17. sweter

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

    Some advertising could help... Not that Tesla needs it, but eventually some infomercials or smth would be handy to get the support of general public and increase awareness and fight EV myths. At least some of the Eastern countries can now order Model 3, but pick up in Early 2020 (sic!) in...
  18. sweter

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

    Should be relatively easy to implement for Tesla with Siri Shortcuts. A couple of days work max. Gotta tweet that to the boss :) I sometimes think people read way too much into these emails. Elon many times has said that he's no businessman and I'm convinced he doesn't care that much about the...
  19. sweter

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

    China will do it. Even at a 1k a week (and it's suppose to be 3k by the end of the year) we're looking at 10k+ additional cars.
  20. sweter

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

    Really? It looks to me, especially the tablet, as designed by someone from Fisher-Price.
  21. sweter

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

    OT (a bit, but not much): Joe Rogan had a VERY interesting conversation with John Carmack, best known for founding and running id Software games studio, creating such titles like Doom and Quake and currently CTO at Facebook's Oculus VR. It's 2.5h long, but I recommend to listen to the whole...
  22. sweter

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

    Last time Tesla was saying there's strong demand they dropped prices...
  23. sweter

    EU Market Situation and Outlook

    Tesla just opened orders to "Other Europe"! Or specifically Poland, Hungary, Slovenia and Romania. Design Your Model 3 | Tesla They give prices excluding taxes (excl. VAT and any import duties) and estimated delivery "Early 2020" :o Delivery location is still Tilburg, Netherlands even though...
  24. sweter

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

    Software dev skillset needed to work on FSD and infotainment are radically different, so focusing work on one should not exclude the other.
  25. sweter

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

    As an investor, I'd rather Tesla deliver 85 flawless cars to a rental company in one day which will then lead to hundreds of new orders by amazed clients of the rental company. "All they have to do is contact Elon". Serious? And do it via Twitter, right? That's one hell of a professional...
  26. sweter

    Service and communication (out of main)

    Ironically, I really want this to hurt Tesla bad. For their own good.
  27. sweter

    Service and communication (out of main)

    OT glass: I'm waiting for windshield replacement and in the meantime went to a local glass service for a temporary fix. They said they have dealt with Tesla's in the past, old Model S's and there are cheaper replacement glass available for them (S's, not 3's, yet). However, there's a caveat that...
  28. sweter

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

    Funny story, but I had the same feeling all the time since I bought first shares in late 2016... :) I just wish at some point we actually move up one step towards past looks OK, present is looking rosy and future is looking amazing. This question has never been asked on any CC, but I wonder...
  29. sweter

    Service and communication (out of main)

    Are we saying on the Tesla investor forum that Tesla shouldn't care about selling their cars? :) Because saying that the service problems are your own fault because you bought the car in a wrong location is exactly like saying Tesla should sell less cars. OK, I sympathise with you but you're...
  30. sweter

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

    Cathie Woods is now on stage answering questions. Livestream of ARK’s Big Ideas Summit 2019 on Livestream
  31. sweter

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

    In the meantime, ARKInvest Big Ideas stream has started at Livestream of ARK’s Big Ideas Summit 2019 on Livestream .
  32. sweter

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

    Or just easy money selling the same upgrade twice? :)
  33. sweter

    EU Market Situation and Outlook

    Poland is a tiny EV country. Sales for 1H 2019: BMW i3 – 603 Nissan Leaf – 106 Renault Zoe – 50 Jaguar I-Pace – 43 Audi e-tron – 42 VW e-Golf – 27 Hyundai Kona Electric Tesla Model 3 – 16 Tesla Model S – 10 Tesla Model X – 8 500 of those i3's and 40 of the Zoe's are for car sharing...
  34. sweter

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

    Sorry for OT, but it's nearly AH now and I need to brag a bit :P My Model 3 ended up on Elon's Twitter the other day, advertising newly opened Warsaw Service Center! Thanks to Cleantechnica's Zachary though :) That's me parked outside Wroclaw, PL airport, one of the 1st (if not 1st) Model...
  35. sweter

    Service and communication (out of main)

    This is the only problem I have with Musk. He's an engineer and loves finding "silver bullet" solutions to problems (I did roll my eyes when he mentioned that car will order broken parts itself or other "improvements" to service via app), while sometimes some problems are best solved with brute...
  36. sweter

    Is Tesla UK inept?

    No, but CS and store are customer facing and therefore face of the company and directly impact its image. 90% of customers don't care what Elon says on Twitter or ER calls, they care how the person on the phone (if they manage to call in) or on email (if they manage to get a reply) treats them...
  37. sweter

    Service and communication (out of main)

    You think US is bad? Check out Europe. If this is not service hell then I don't know what it is: I feel for Austrian customers, closest appointment is on Christmas Eve. Note that Warsaw Service Center was opened only last week and it's already fully booked for 2 months. I know of at least 5...
  38. sweter

    Body repair of Model 3 in Europe

    Hello, I had an unfortunate accident few days ago in which I dented my whole left side of the car (see some pics). I was told by Tesla that I should go to an authorized body repair shop instead of a Service Center to have it repaired. I found 2 close to me, both near Berlin. The car is fine...
  39. sweter

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

    Just waiting for the weather forecast for Shortville from the one and only weather presenter.
  40. sweter

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

    Is it? I always see direct correlation between kW/h and m/h on the screen while charging. m/h charging is so much easier to understand for average user. It answers a simple question - after charging for an hour how far will I be able to go? kW/h only answers that if you're a power user, really.
  41. sweter

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

    I don't think there's a special algorithm / criteria to Tesla expansion to new markets. I think they're just slowly venturing east in Europe. FWIW, they just opened a service center in Prague and are opening one in Warsaw soon. Few weeks ago it was reported that there are ~400 Teslas registered...
  42. sweter

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

    To be frank, he did say a year ago that "TSLA will go to $200 before reaching $400". He said that about 2018, but I think we might be in this $200 phase now. Can't find the exact quote.
  43. sweter

    TSLA market cap is half of Uber

    Uber's just fine in London. Took it the other week. They are indeed on a "temporary extended licence" until the end of the year (I think), but they're probably gonna get another extension easily.
  44. sweter

    Vendor Heeft er al iemand Basic AutoPilot geactiveerd gehad?

    Ah! Thank you for the explanation. This indeed seems logical and I wish Tesla communicated that clearly instead of giving false hope. Like I said - this forum is invaluable source of information :)
  45. sweter

    Vendor Heeft er al iemand Basic AutoPilot geactiveerd gehad?

    Hello everyone, I'm a Model 3 owner from Poland and I have been reading this Dutch & Belgian forum (using Google Translate :) ) as the best source of information of what is happening with Tesla in Europe :) You guys are closest to the HQ and give a lot of very insightful information that I...
  46. sweter

    Ccs and future connection standards

    CCS slow? On my lengthy stay in the UK in March I charged on non-Tesla public stations 75% of the time and they were always 50kW (Electricity, Shell and Polar if I remember correctly). Sure, this isn't Supercharger level, but good enough. Usually let me charge from ~20% to 80% within an hour...