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

[Chocochip]

Sales data from Europe looks like a strong finish so far.

In the first two months of Q2, 5,648 Teslas were delivered in Europe. For the whole quarter, Troy estimated recently 10,759 units (Hence, he expects June volume to be around 90% of the combined volume of April and May).

Data from Netherlands, Spain and Norway shows that June deliveries so far are around 138% of the combined volume of April and May:
View attachment 558552

I expect -- and I'm looking forward to -- an intervention on CNBC today from Gordon Johnson (a highly-principled, honest analyst), where he will of course correct the wrong comments he made yesterday about the failing Tesla deliveries in Europe in Q2, and he will of course apologise for potentially misleading the investors. Of course.

 

[StealthP3D]

It's too late here in Asia to go into detail now, but holy cow, I actually think 100k+ deliveries is in the cards I'm pretty stunned by this myself, but it actually seems very possible.

I'm guessing mid 90's. One really bright spot I think will be margins but we will have to wait for the Q report for that.

 

[oldTAVguy]

Chinese EV startup Byton to suspend production from July 1 for reorganisation
BY Reuters
— 4:25 AM ET 06/30/2020

 

[dw4ngg]

Chinese EV startup Byton to suspend production from July 1 for reorganisation
BY Reuters
— 4:25 AM ET 06/30/2020

Prob trying to copy the production secrets China has already stolen from Tesla and Giga Shanghai to-date....

 

[chrsk]

Chinese EV startup Byton to suspend production from July 1 for reorganisation
BY Reuters
— 4:25 AM ET 06/30/2020

Well, that wasn't a surprise.

 

[StealthP3D]

I expect -- and I'm looking forward to -- an intervention on CNBC today from Gordon Johnson (a highly-principled, honest analyst), where he will of course correct the wrong comments he made yesterday about the failing Tesla deliveries in Europe in Q2, and he will of course apologise for potentially misleading the investors. Of course.

The philosophical case could be made that apologies are superfluous when no one listens to you anyway.

 

[Beltsbear]

Chinese EV startup Byton to suspend production from July 1 for reorganisation
BY Reuters
— 4:25 AM ET 06/30/2020

Byton has actual production to suspend?

 

[The Martian]

Got rating change alert from my IB app. Seems one analyst changed TSLA from outperform to buy. Does anyone know which one?

 

[Tim S]

FSD upgrade secured for our new XP.
Y'all own Tire Repair Kit by now, right? Better than waiting for a tow truck... Tire Repair Kit

Good suggestion. Ordered!

 

[Lessmog]

All these island people, you're gonna need a BEB. I know I need a boat soon and cannot bring myself to gas anything. I did the sailing thing for a few years... I need a few more knots myself. I might have to make one - what a fun project that would be!

Just a quick reply from next day (struggling with the flow):
Candela Speed Boats – Electric Foiling Boats from Sweden
It's an electric hydrofoil, batteries from BMW i3 and some electronics from Tesla S/X. Made in Sweden. Not cheap, but as a member of Tesla Club Sweden one is eligible for a 200kSEK rebate until 1 July ...

 

[Krugerrand]

That picture describes Germany to me.

Nothing wrong with neat and orderly.

 

[LN1_Casey]

Well, good morning to you too.

 

[Artful Dodger]

she huntin' da ATH

EDIT: Woot, there it is: $1,027.98 at 09:39:45

 

[EdKan]

Mr Chanos has left the building.....

 

[Chunky Jr.]

I went to the app to check if there are any upgrades for my P85 and it just had a picture of a new Model S and Y

 

[phantasms]

Clearly all our tire repair kit purchases are making a huge impact. <3

 

[heltok]

$1028.28

 

[MABMAB]

Choose your them song, just keep the message consistent!

 

[dgodfrey]

I expect -- and I'm looking forward to -- an intervention on CNBC today from Gordon Johnson (a highly-principled, honest analyst), where he will of course correct the wrong comments he made yesterday about the failing Tesla deliveries in Europe in Q2, and he will of course apologise for potentially misleading the investors. Of course.

GoJo:
"Will clean out your account as if it never existed".

 

[Chunky Jr.]

It’s risen over 60 points since open at 969.

EDIT : that must have been an error in data. Now saying open 1000+