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I wonder if it is too late for these provision releases to be counted in Q1. Wiping out free miles that should have been wiped out earlier and releasing a provision sounds exactly like what you would expect a good CFO to be doing to manage the quarterly P&L. Or going back to those hollow logs as @The Accountant calls them.They are a liability that they have to carry on the books, which companies like to clear off. Also, the offer came with a clearly spelled out expiration. And it sounds like you got a 3.5+ month grace period already...
If they are already including inverters so they can add outlets to power AC tools/equipment then they would just need to make the inverter slightly larger to handle a house. So V2G would certainly make more sense for Cybertruck.I think Cybertruck is the most likely first vehicle for V2G, it should be a big battery and a "million mile" type chemistry.
Eventually most Tesla cars will probably have this feature, but I don't think it is a high priority.
I haven't worked on CMBS directly and do not know the nuances of the commercial underwriting process, ratings methodologies and structuring decisions - so would't want to speculate.Is your opinion still tge same when it cimes to CMBS? I saw that you mentioned RMBS so wanted to see your opinion on the specific area I am looking at.
I am guessing commercial entities will look at this as more of an opportunity to get out of long term leases instead of home owners trying to keep a roof over their head.
Just wondering, did you include the $140m deferred revenue from the FCA deal that Tesla did not recognize in Q4 and which is still on the balance sheet?
The 10-K put it this way:
"Deferred revenue related to sales of automotive regulatory credits was $140 million and $0 as of December 31, 2019 and 2018, respectively."
This revenue was earned in 2019, because Tesla lowered FCA's 2019 emissions penalties - but the exact sum might not have been known until January or so, with both FCA and the EU Commission crunching numbers of exact fleet emissions and penalties owed - which is why Tesla didn't recognize it in Q4.
We know that this was from the FCA deal, due to estimates of Tesla's impact in 2019 to the pooling deal, and also because the first time this deferred revenue showed up was in the Q1'2019 10-Q:
"Deferred revenue related to sales of automotive regulatory credits was $140.0 million and $0 as of March 31, 2019 and December 31, 2018, respectively."
I believe Tesla has the discretion to recognize most of this revenue in Q1.
Monro is being a dick (that’s a technical term) in this video. He’s disappointed that the world’s cheapest EV SUV cross over isn’t using a brand new highly advanced wiring system that no other car in the world is using? And then he’s disappointed there isn’t vehicle to vehicle charging capability? Does anyone have that?
Obviously Monro isn’t looking to sell any of his reports to Tesla...
That covers the executed part, but aren't you buying from the call writer as opposed to the market? Either the writer had shares which they no longer do, or they are now short shares which they need to purchase. The only thing that could push down the stock price is you selling the shares.Yes, I have done it in the past. And when I've done it (or had calls automatically executed) the message from my broker always says "You bought ...
Account: xxxx-xxxx Your 2 TSLA Apr 09 '20 $510 Call have been exercised. You bought 200 TSLA at $510. For details, see order #4242 on the Orders page.
"
A V2G inverter also needs to synchronize to the utility power (grid tied vs island). Also important to have an interlock to avoid backfeeding. A Gen 3 wall connector could communicate with Gateway to achieve thst goal.If they are already including inverters so they can add outlets to power AC tools/equipment then they would just need to make the inverter slightly larger to handle a house. So V2G would certainly make more sense for Cybertruck.
There are negative comments and there are BS comments...Munro has found ALOT of things he likes about the Y, seems like you're not open to some negative comments?
Meanwhile we're at 691,49 in premarket (up 40,54, 6,23%)
Edit: 693,94
Curious if there is preference in Europe for Teslas built in US over China. My thinking is no, as Tesla will stand behind their product. Also reports of fit and finish coming out of Shanghai are very good....It doesn't matter if those (Teslas to Europe) are produced in Fremont or in China....
To be honest I was disappointed as well, not at Tesla though. Just a general sense of disappointment.There are negative comments and there are BS comments...
Curious if there is preference in Europe for Teslas built in US over China. My thinking is no, as Tesla will stand behind their product. Also reports of fit and finish coming out of Shanghai are very good.
Point of reference, I used to be a Honda fan, my first '83 Accord was built in Japan and I was disappointed my '91 and '98 Accord were built in US as the quality of parts was not as great. Testament, my '83 lasted 360k km, '91 lasted 270k km, '98 lasted only 185k km.
Curious if there is preference in Europe for Teslas built in US over China. My thinking is no, as Tesla will stand behind their product. Also reports of fit and finish coming out of Shanghai are very good.
Point of reference, I used to be a Honda fan, my first '83 Accord was built in Japan and I was disappointed my '91 and '98 Accord were built in US as the quality of parts was not as great. Testament, my '83 lasted 360k km, '91 lasted 270k km, '98 lasted only 185k km.
Where a car was built used to be important for customers in Europe, but then it turned out that the BMW X series of SUV's built in the US were good enough for European customers so now the affinity is limited to where the brand's "home" is. Even that is becoming less and less important if you look at the nordic Volvo being bought by Geely and putting out quite decent and nice looking cars.So I doubt most buyers would even know or think about where their car is actually manufactured. I see where a car is made as an almost non-issue for almost every European buyer. Actually building them in Europe in a year or so will of course be a plus.
Elon and Sandy will be on the Third Row Podcast this week!!
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Sam (confined in España ) on Twitter