He says ‘Exciting~‘ so can’t see these as that?I think CPCA numbers are coming out tomorrow, so they are just probably referencing that.
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He says ‘Exciting~‘ so can’t see these as that?I think CPCA numbers are coming out tomorrow, so they are just probably referencing that.
They responded that it was not related to June numbers from CPCAI think CPCA numbers are coming out tomorrow, so they are just probably referencing that.
They responded that it was not related to June numbers from CPCA
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Oh great.....another RED day then regardless of what numbers are releasedI think CPCA numbers are coming out tomorrow, so they are just probably referencing that.
Long delays might be partly due to Fremont Panasonic vs Shanghai LG - 2021 Shipping MovementsTesla seems to have chosen to do something unusual with Shanghai production/shipping. There's huge unfilled demand in much of Europe, even with large numbers of deliveries (TM3 top in several countries car sales irrespective of fuel type, lack of SR+ in UK & elsewhere) and now expected deliveries quoted as November (from August).
However, indications are that the ships needed & expected for Europe haven't appeared. It's hard to know, as very busy ports, covid issues too.
I've got a few theories (as have many others), but nothing convincing. I think overall, Tesla will be supplying more "local" customers, inside China (lease, taxis, smaller cities), nearby countries (existing, growing or new markets), RHD markets (Hong Kong). Waiting to find out more, overall I think it's very positive - it feels to me like some kind of 4D chess move
Not Tesla but Nvidia announced their intention to do a stock split at their AGM, subject to shareholder approval. I could see Tesla doing something similar when the date for the AGM is announced including items up for vote, ie increase in shares for a stock split.
NVIDIA Announces Four-for-One Stock Split, Pending Stockholder Approval at Annual Meeting Set for June 3
This was on May 21 when Nvidia was trading just under $600, they've since shot up to well over $800.
What’s your view on the Twitter handle’s clain on Q2 China sales, how far off do you think it is?Not too much salt. I believe this person has a source that works at Tesla Shanghai. Likely a lower level associate.
Their predictions are usually very close but sometimes slighty off indicating that the source gets information periodically.
So I see it as a lower level associate who does not have direct access to information daily but gets information from secondary meetings or at the water cooler.
If that was true, then the Model S would not have won the comparo against the Porsche Taycan.....................Twice."......and thank you to our sponsors."
I took their estimate as accurate. The 27,900 number in yellow below is what they implied when they stated 11% decrease in local China sales vs Q1.What’s your view on the Twitter handle’s clain on Q2 China sales, how far off do you think it is?
So I have almost replied to this tweet, but then I realized it is pointless. We all know Plainsite is not an honest actor, some white knight fighting for the truth corporations trying to hide, but FUD Factory central, a short seller with an agenda. But it is still interesting to see just how stupid they think people are and how they manipulate by omission. Not going to debate the validity of their data as I have no way to double check, but notice the other tweet referenced in their new post.
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In the old tweet from 2019 they have obtained records for 2017 & 2018 for every manufacturer - that's how they have Tesla registration data as well - and they now say Tesla was actually down in 2020 compared to 2018. But this time they are not talking about other manufacturers and how they have done in comparison. I mean it's not like some major global event has set back car sales in 2020 for the entire industry, explaining a drop like that, right? While Tesla still managed to grow overall sales in 2020, that went along with a global expansion of Model 3 deliveries starting in February 2019, so it is entirely possible, that some specific markets were down in the year of the pandemic compared to two years ago. Not to mention 2018 was the start of volume Model 3 deliveries in California, with 2 years of pent-up demand.
And I haven't even started talking about how ridiculous 20 quality disputes are from 70-80k annual deliveries in the state, that's like 0.03%. Again, it would be awesome to know what is the percentage of such disputes for BMW, Mercedes, Audi, etc. Without that how do you know if this is a lot, or nothing at all?
I'm pretty excited about them opening it up to other EVs. They can charge a higher rate for non Teslas and use that cash to grow faster. Once the world is 100% EV, it'll be a huge source of steady earnings (especially if they reduce their costs by installing solar panels at the supercharger stations).
Some napkin math:
That is 25x Q1's earnings, just for superchargers
- ~1.5 Billion cars worldwide now, let's assume 2 Billion EVs in 2040
- Assuming 30% of them use superchargers twice a month
- Assuming $10 per charge at 50% profit margin, that is $30 per quarter
- = 18 Billion in earnings per quarter
I'm sure those numbers are way off, tons of assumptions there, but it seems promising
It will be up to the other car manufacturers to make their cars compliant with Tesla (e.g. an adapter).I don't agree with this. Tesla has enough cash to expand already. And the supercharger network is an excellent marketing tool.
I also fear that other car brands will run into charging problems since no cars charging systems are built the same. So it might backfire. Since it would be a never ending pain in the butt for Tesla to adjust their systems to all the different car models.
They just need to say "this is our system, you can license it for X or have your customers use our phone app and pay more per charge" and leave it at that. It will probably just be CCS but you still need software for the handshake.I don't agree with this. Tesla has enough cash to expand already. And the supercharger network is an excellent marketing tool.
I also fear that other car brands will run into charging problems since no cars charging systems are built the same. So it might backfire. Since it would be a never ending pain in the butt for Tesla to adjust their systems to all the different car models.
I spent three winters there one year. Good food town.I just realized Aaron Greenspan is from Cleveland.
I am from Cleveland.
This is the clearest division of good vs. evil in the history of mankind.
I would love to see all those Model S's gone the next time you do a flyover.
I'm not actually sure they CAN announce a stock split that would involve issuing shares that are not authorized to be issued- what (surprisingly little) I've seen written on the topic suggests you can not legally have a split involving shares that aren't already authorized to be issued.
But I'd certainly be happy to see anyone with evidence otherwise present it.
It will be up to the other car manufacturers to make their cars compliant with Tesla (e.g. an adapter).
They just need to say "this is our system, you can license it for X or have your customers use our phone app and pay more per charge" and leave it at that. It will probably just be CCS but you still need software for the handshake.
I spent three winters there one year. Good food town.