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  1. McMountain

    Coronavirus

    That news is about a week old, Germany has started exporting equipment again.
  2. McMountain

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

    Clearing unexploded ordinance is really a standard thing you do in Europe. It is an expense, but it has to be done and their are a lot of companies that can do this routinely. Clearing unexploded orinance in a forest somewhere in the countryside is a totally different thing from clearing...
  3. McMountain

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

    Don Searching for unexploded ordinance is standard procedure for any large project in Europe, nothing special about it. They can do the investigations right after clearing the forest. It´s not just aerial bombs by the way, any area with ground combat in WW2 may have UEX.
  4. McMountain

    Papafox's Daily TSLA Trading Charts

    Fearfully I enter the thread of the mighty Papafox with a small comment: It is not necessary for the SP to rise above the mid BB to cause the mid BB to rise (and the upper and lower BBs with it, given constant volatility). What is important is what kind of prices drop out of the period of...
  5. McMountain

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

    I am referring to the "linear structure". The field between the current factory and the "pumping station" with the Ground Treatment / pile driving clearly is for a structure similar to the almost finished factory.
  6. McMountain

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

    Might be nothing more spectacular than a drainage channel for all the surface/rain water collecting on the site and the building at the end of the site might be a pumping station to pump the water out into any public drainage System they have. Might make sense to run such a collector for the...
  7. McMountain

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

    I am very careful engaging one of the big posters here but have to point out: * Autonomy allows 10 M cars to replace 100 M doing the same amount of miles as 100 M (or rather a bit more to drive from pick-up point to pick up point).and using the same amount of fuel (whether electricity or...
  8. McMountain

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

    One also wants to have these stairways outside the building as emergency exits in case of fire (and firefighter access, too). Probably required by building regulations, including the spacing of such exit structures.
  9. McMountain

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

    Both the foundations and the increased height of the building in this area fits with this theory. The building may even be a bit higher above the presses - note how the area is currently unroofed and steel columns are heavier.
  10. McMountain

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

    I saw the SR range model S on the Austrian Tesla web-page yesterday since I have been checking every day for the price increase. Price increase happened today and SR model S went away.
  11. McMountain

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

    No EU Country can probably match that. Speed of permit is the problem. A factory that size requires an Environmental Impact Assessment, which can take a year.
  12. McMountain

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

    Ehm - S and X lines are already combined in Fremont. At least they were when I did my factory tour last August.
  13. McMountain

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

    Hey, some short got his signs wrong and caused a mandatory morning take-off instead of a mandatory morning dip!
  14. McMountain

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

    Re Glovis Captain: They are doing model S roll-on roll-off without assembly at Tilburg? Interesting. Tilburg assembly is done to avoid EU import tariffs.
  15. McMountain

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

    As a civil engineer - who admittedly has only looked at the few available fotos and videos - my impression is that they are doing massive ground treatment (gravel piles, maybe a bit of grouting) plus probably drainage works and that´s why the site is muddy. They cannot put up any structures...
  16. McMountain

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

    Expect major drop in share price right now, I just bought 50 share. ;)
  17. McMountain

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

    The "cranes" are probably rigs doing ground improvement for the foundations.
  18. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    May I dare to correct the mighty: Last line is best translated as: "Even if it was a beautiful, beautiful time".
  19. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    I would hold my breath about some of those guys, especially those with Girl avatars. And TerminalHorizon is as relentless as ever. That guy will still be short at $1000.
  20. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Re. Austrian pricing: Since this is below the 80.000,- € "luxury" limit you can reclaim 6.667,- € VAT tax if the Model 3 is a company car. Makes it highly interesting.
  21. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    20% VAT versus 19% VAT. probably
  22. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Also announced for Austria: LR 58.300,- € Performance 69.100,- €
  23. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    The last sentence may be a bit optimistic. The tax situation has been similar to the German regulation in Austria for the last three years ("Sachbezug"), and we have definitely not seen a 90% shift to EVs as corporate cars. I have a nice Excel, though, that shows that if I hold my 110.000,- €...
  24. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    New EVs are mainly competition to existing ICEs. The EV market will expand with additional competitive vehicles arriving. Additional EVs will also helpt expand the charging networks and other infrastructure (although this is not a Tesla problem, Teslas are well supplied with Super- and...
  25. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Thanks! And 1,500 shares is actually quite heavy trading for FRA at this hour.
  26. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    As far as I can see that is still Stuttgart, where volume just spiked from 38 (thirty-eight) to 48 (fourty-eight) shares. But yes, it is above 262 € there.
  27. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Maybe I should sell all my shares as an act of solidarity with you guys here - it will immediately reverse and shoot up to 420...
  28. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    This is the first time I see pre-market prices changing at almost the same rate as while market is open.
  29. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    That´s actually a fairly big volume for Frankfurt pre-market. Edit: I think we are seeing Stuttgart here, which opens at 8:00 AM.
  30. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Re: Bloomberg tracker: Bloomberg argue, that their recent reduction in production estimates is due to the way they treat "gaps" in reported VINs. This is nicely explained in an article on the right side of the webpage. Interestingly, troy´s spreadsheet in the model 3 forum does not show those...
  31. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Austria´s Automobile Club ÖAMTC has tested a Model 3 over here in Europe and are quite enthusiastic about it (especially notable since they are usually quite critical of anything electrical): Tesla Model 3: Spannung pur beim ersten Test | ÖAMTC auto touring Somewhat freely translated: "Both...
  32. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    According to Papafox´s manual we not get the 9:45 false recovery.
  33. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Every share sold must be bought by somebody. Many people unloading means many people loading.
  34. McMountain

    EU Market Situation and Outlook

    When I got into my Tesla this morning it was on the left side. And I drive in Austria.
  35. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    Frankfurt volume about 2,500 shares so far, so not very relevant.
  36. McMountain

    General Discussion: 2018 Investor Roundtable

    What happens if shorts cannot cover and just go bankrupt?
  37. McMountain

    General Discussion: 2018 Investor Roundtable

    May I add my own bit of speculation (and pure speculation it has to be): There are 4 Model 3 lines: GA1 and GA 2 are inside the Fremont factory and did not perform as well as intended, probably limited at 1.5 k per week each GA3 is inside the Fremont factory and is performing as intended, but...
  38. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    I am not at all sure about insider rules but my guess is, that if something happens that he has already announced, it would not be insider trading. - 5k per week - announced multiple times, so no insider knowledge if it actually happens - China factory - more or less announced, no insider...
  39. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    At some point, the VIN assignments should turn into production and then sales, at which point the should affect the share price.
  40. McMountain

    TSLA Market Action: 2018 Investor Roundtable

    I was wondering about the low invitation numbers, too. Can it really be attributed to a change in VIN assignment policy or an intentional holding back of VINs?
  41. McMountain

    Cars with no driver deaths

    Ehm, if I have not overlooked something, Tesla is not on that list at all …. Seems to be 2014 data - to few Teslas at the time?
  42. McMountain

    EU Market Situation and Outlook

    Probably the code shows up on the navigation system, like some access codes for lounges at superchargers.
  43. McMountain

    Highest production VIN in the wild

    8255 must be one of the most reported VINs.
  44. McMountain

    General Discussion: 2018 Investor Roundtable

    For what it is worth: I moved from a Mercedes C class to a Tesla Model S. Or from 42,000 € to 110,000 €. Would have bought a fully optioned Model 3, though, had it been available in 2016.
  45. McMountain

    EU Market Situation and Outlook

    63 for Austra is the December number. Q4/17 is 171 up from Q4/16 - 137 up 30%
  46. McMountain

    2017 Investor Roundtable: TSLA Market Action

    So - November 2017 may be what was planned for September 2017 - 1.500 Model 3 produced and we are 2 months behind?
  47. McMountain

    2017 Investor Roundtable: TSLA Market Action

    Austria is always out with the preliminary delivery numbers on the first working day of a month and it is 90 Teslas for September 2017, compared to 124 in September 2016 and 54 in August 2017. For what it is worth....
  48. McMountain

    2017 Investor Roundtable: TSLA Market Action

    So close now to ATH!
  49. McMountain

    What other tech stock to consider?

    Not really a tech stock but a nice complementary investment to TSLA: SQM, Sociedad Quimica e Minera de Chile, Lithium miners.
  50. McMountain

    The 100 TSLA Club.

    Well, I am in the same order of magnitude ...