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“Several sources” maybe. It was, however, explicitly stated by Tesla on the Q4 call that the S and X can not accommodate the 2170 cells. Listen to the call again or read the transcript.

Land is being developed by lennar property. Includes bits you didn’t circle. https://www.google.com/amp/s/www.bizjournals.com/sanfrancisco/news/2016/10/31/lennar-warm-springs-bart-fremont.amp.html

Yeah, I get it. I really do. But it is refreshing to see you discuss those misgivings. On SA you come off as unrepentant and that seeming intransigence is not at all evident here. I realize that if you showed any doubt on SA a horde would jump to attack you (especially when the sp backtracks -...

Would be nice to see you being this candid on SA and Twitter

VA, they had produced 2,600 by 12/31 last year, so this seems to be driving these lower estimates. Guess the question should be how many will have been produced by the end of the quarter. Delivery this quarter would, as I think you are saying, include those 800 or so that we’re in transit as of...

Oh, you need to review some basic material about stated vs. revealed preferences.

Bloomberg has ZERO insight. They have access to no information that people here on the various forums have.

When did the Grohmann equipment arrive? Do you have a link? Interesting

The Bloomberg Model is highly unreliable. For one, they estimate production totals based on VIN registrations (“method 1”) which is squishy. They are also adjusting down from fishy estimates from when they first put it online. If there is anything to shutdown rumors, that makes their numbers...

VA, they are likely thinking that this is a wildly successful vehicle (they sell more than 300k per year worldwide) and they want it to continue to be that

Thanks. I still don’t get that/disagree. The mere fact that Grohmann was public information can’t be bad for the stock. I mean, it was already made public, so this person would have already seen the effect. I agree with the sales timing - that doesn’t really matter so much as the idea that the...

I’ve been thinking about this and wondered what the interpretation should be. The person knows about the Grohmann line, knows it’s on the way, thinks they’ll make 2.5k by Q1 end but not by Q2. After they find out that Grohmann is coming is public information they think they need to sell after...

How do you know it is being “flown in”?

What you describe sounds a lot like the millions of small trucks used all over the world...just not in the USA

I should add that only 580 meters of the one street will be off limits for older non-compliant trucks and cars, for the other street 1.7 km will be off limits only for non compliant trucks. Hamburger parliamentarians are scratching their heads about how to enforce.

The “ban” is for older vehicles, and only on two sections (one each) of two streets. They are ordering signs and hope to get them up “in a few weeks” Diesel-Fahrverbote: Hamburg wird Vorreiter

Perhaps snarky of me to say so, but registering VINs will not help them increase the rate of production. The only thing registering new VINs will do is lower the heart rate of Model 3 line waiters, and drive up the stock price

I have an opinion, but it is pure speculation: they matched your configuration to an existing car. Other possibilities: VINs aren’t created in sequence, and they started to make this car when you ordered and gave it a VIN they skipped. (The VIN skipping theory vs. the match to an existing...

I’ll answer, but only to put in my take to measure up against VA: Base:10,250 Conservative: 8,500

Hmm...not sure I have too much to say on this but I have followed the market casually for a bit. Subprime auto was great for years. In a low interest environment, the Street loved this paper, and lenders loved doing the loans. If the borrowers don’t pay, the originator or servicers can repo...

Call it 10 and I’m on board. Highway driving? Sure, on the interstate. FSD in all environments? 10-20 years.

Thanks

No, I’ve been reading here for a while so I thought I’d sign up. It’s good to see VA here, not on the offensive against the mocking beats over at SA. This is bull territory, so bear sentiment doesn’t get much time here, but I appreciate the more sober bull discussions - helps with perspective...

Oh, can I bet against that prediction?

You are correct, but it doesn’t look like that is what’s happening, given that the SP has been pretty much range bound for the past few months and given the size of the decrease (>14%). They aren’t dumping it, but are likely trimming to resize downwards

From this filing, item 5, page 6: “If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following. ☒” And the box is checked. No need to speculate...