Cool. I'm not interested in buying a Cybertruck right now but given the terms, it's nice to know that they consider me a long-term shareholder.
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Cool. I'm not interested in buying a Cybertruck right now but given the terms, it's nice to know that they consider me a long-term shareholder.
In the eligibility requirements, "brokerage statements" is always plural. So I suspect that they would accept statements from multiple accounts as proof.Yeah, it's messed up because a person can have multiple accounts.
One account with 500/500 and you're fine, even if total holdings are 2,000/500 due to liquidating another account with 1,500...
Oh, maybe I see what you are saying, @mongo. You are saying that someone could use multiple accounts to game the system and get a CT they didn't "deserve"?In the eligibility requirements, "brokerage statements" is always plural. So I suspect that they would accept statements from multiple accounts as proof.
I'm not saying they wouldn't deserve it. I'm saying it doesn't make sense for someone who has 500+ shares now to be disqualified because they had more than 2x 500 shares 3 years ago. Especially when having them in two different accounts would have let them qualify.Oh, maybe I see what you are saying, @mongo. You are saying that someone could use multiple accounts to game the system and get a CT they didn't "deserve"?
I guess that's possible, but probably rare and in no way deliberate.
You can probably submit multiple accounts and they will just count them via total.Yeah, it's messed up because a person can have multiple accounts.
One account with 500/500 and you're fine, even if total holdings are 2,000/500 due to liquidating another account with 1,500...
Right, but the problem I see is that a person's holdings could disqualify them if all held in one account whereas if they were in two accounts then one of those sub accounts may have qualified.You can probably submit multiple accounts and they will just count them via total.
Trying a bit too hard to criticize Tesla imo. Elon trying a random fun gesture without harming anyone. Instead of random scalpers it will be some hodlers. As a non US hodler with day 0 cybertruck reservation I am not mad, at least this is an improvement of the previous situation. IMO Tesla should just have daily auctions of a few founders edition and be the scalpers themselves…Yeah, it's messed up because a person can have multiple accounts.
I'm not trying to criticize Tesla, I'm saying the rules don't make sense to me.Trying a bit too hard to criticize Tesla imo. Elon trying a random fun gesture without harming anyone. Instead of random scalpers it will be some hodlers. As a non US hodler with day 0 cybertruck reservation I am not mad, at least this is an improvement of the previous situation. IMO Tesla should just have daily auctions of a few founders edition and be the scalpers themselves…
I'm tired today so I'm more stupid than usual. [Thanks clocks] Will this absolute nonsense get me my already ordered Cybertruck VIN earlier than Jan-Mar [tic toc people] or would this absurdity give me the ability to convert my reservation into an order if I had reserved far later?Cool. I'm not interested in buying a Cybertruck right now but given the terms, it's nice to know that they consider me a long-term shareholder.
Reservation needed to have been made prior to March 1st. As to how much sooner?I'm tired today so I'm more stupid than usual. [Thanks clocks] Will this absolute nonsense get me my already ordered Cybertruck VIN earlier than Jan-Mar [tic toc people] or would this absurdity give me the ability to convert my reservation into an order if I had reserved far later?
Hmmm, perhaps unfortunate about the "early Cybertruck delivery for long term shareholders"....it, um, implies (IMO) the "take rate" among the masses for the Foundation $erie$ may be starting to taper. It is a decent hunk of change for sure. Yes, I know there are loaded Raptors, etc. that can hit similar price points, but I'm sure they don't sell those as a huge percentage of F150 sales either. This may be in part due to what appears to be a decent ramp-up based on what we are seeing in the GigaTexas drone videos. Regardless, I don't think it would be a good look for Tesla to start selling "regular" versions so soon in terms of the early buyers who likely assumed the first several months would restricted to Foundation vehicles. Admittedly, if they did start deploying the regular versions...the "complaints" of the Foundation buyers would be quickly drown out by the (hopefully) sea of regular dual motor buyers. I do hope there are no issues with the $80K version qualifying for the rebate (i.e. nothing weird with anode parts coming from China hopefully, etc.).
Tesla have not yet sent the foundation series offer to every reservation holder. This is actually an act to reward long term shareholders who are also diamond handing and loyal. The eligibility criteria is steep. Less than 1% of tesla shareholders has 6 figures in the stock and have not sold over 50% of it at some point. Tesla knows a CT is worth 2x the price aftermarket so demand is unlimited until that resale value drops to retail prices. Because who wouldn't want a car that appreciate 2x at delivery...that's like a 100k gift from tesla.Hmmm, perhaps unfortunate about the "early Cybertruck delivery for long term shareholders"....it, um, implies (IMO) the "take rate" among the masses for the Foundation $erie$ may be starting to taper. It is a decent hunk of change for sure. Yes, I know there are loaded Raptors, etc. that can hit similar price points, but I'm sure they don't sell those as a huge percentage of F150 sales either. This may be in part due to what appears to be a decent ramp-up based on what we are seeing in the GigaTexas drone videos. Regardless, I don't think it would be a good look for Tesla to start selling "regular" versions so soon in terms of the early buyers who likely assumed the first several months would restricted to Foundation vehicles. Admittedly, if they did start deploying the regular versions...the "complaints" of the Foundation buyers would be quickly drown out by the (hopefully) sea of regular dual motor buyers. I do hope there are no issues with the $80K version qualifying for the rebate (i.e. nothing weird with anode parts coming from China hopefully, etc.).
Maybe I'm wrong and this is just about cutting to the chase in terms of interested buyers. If the take rate is lower than expected they may not want folks with high reservation numbers announcing "hey, I'm a million reservations in and they just sent me an an offer for Foundation...looks like almost a million people have passed on it"....the MSM would run with that.
Obviously all of this is speculation...like 98.924% of our posts here.
p.s. it appears I do qualify for this. Like others....a much more appealing prospect when Tesla was at $400...or $350...or well, you get the idea.
Yes, this.Hmmm, perhaps unfortunate about the "early Cybertruck delivery for long term shareholders"....it, um, implies (IMO) the "take rate" among the masses for the Foundation $erie$ may be starting to taper. It is a decent hunk of change for sure. Yes, I know there are loaded Raptors, etc. that can hit similar price points, but I'm sure they don't sell those as a huge percentage of F150 sales either. This may be in part due to what appears to be a decent ramp-up based on what we are seeing in the GigaTexas drone videos. Regardless, I don't think it would be a good look for Tesla to start selling "regular" versions so soon in terms of the early buyers who likely assumed the first several months would restricted to Foundation vehicles. Admittedly, if they did start deploying the regular versions...the "complaints" of the Foundation buyers would be quickly drown out by the (hopefully) sea of regular dual motor buyers. I do hope there are no issues with the $80K version qualifying for the rebate (i.e. nothing weird with anode parts coming from China hopefully, etc.).
Maybe I'm wrong and this is just about cutting to the chase in terms of interested buyers. If the take rate is lower than expected they may not want folks with high reservation numbers announcing "hey, I'm a million reservations in and they just sent me an an offer for Foundation...looks like almost a million people have passed on it"....the MSM would run with that.
Obviously all of this is speculation...like 98.924% of our posts here.
p.s. it appears I do qualify for this. Like others....a much more appealing prospect when Tesla was at $400...or $350...or well, you get the idea.
- EV’s tend to be heavier than ICE counterparts resulting in more frequent airbag deployment
Plugged-In: EV Collision Insights 2023 Year in Review
Absolutely.Soooo, speculation on wether tesla will best 2 million vehicles this year?
In my humble opinion, the likely GAAP margins can and will fluctuate with numerous extraneous variables (e.g. exchange rates for sales , production, employment) from an operating cash flow basis but not at all from a GAAP basis. For TSLA moire than many others there is variability because they do not directly hedge FX. Part fo that GAAP influence is often negative even when from a cash flow perspective the same effects can be positive. This quickly becomes both arcane, controversial and without enough direct data to resolve the conflicts.
Because of all that I depend far more on Free Cash Flow than I do on P&L. Almost by definition that minimizes volatility, which is the primary source for market maker profits. Consequently it is unsurprising that market makers and securities analysts rarely stray far from the most volatile measures they can find.
Those have a huge profit year right now as Tesla chose to concentrate on efficiency improvements and large capex for new products and new plants.
So long as people can concentrate on GAAP P&L we can be 'happily' assured that the actual FUD looks just like serious and genuine poor financial results. With Germany issues, including sabotage as well as expansion, China issues, primarily expansion and product development, Austin, Sparks, Buffalo, Monterrey, even Lathrop and so on, GAAP is quite likely to be negatively influenced this year while unit volume will not return to high growth until late next year, probably.
All that, and I watch Free Cash Flow. If it can stay positive with all that plus the pricing, supply interruptions and factory stoppage, especially Germany, we will now that Tesla maintains an impressive financial and logistics capacity with all those imply.
Nobody has thus far had too much direct evidence on that metric, just on GAAP P&L and/or auto sales trends.
You made a bunch of assumptions, some of them may very well turn out to be true, others not so much. I do have my opinion about how much value of such mental exercises have, but it's irrelevant to this thread and I'll just keep it to myself.
assumptions
In my humble opinion, the likely GAAP margins can and will fluctuate with numerous extraneous variables (e.g. exchange rates for sales , production, employment) from an operating cash flow basis but not at all from a GAAP basis. For TSLA moire than many others there is variability because they do not directly hedge FX. Part fo that GAAP influence is often negative even when from a cash flow perspective the same effects can be positive. This quickly becomes both arcane, controversial and without enough direct data to resolve the conflicts.
Because of all that I depend far more on Free Cash Flow than I do on P&L. Almost by definition that minimizes volatility, which is the primary source for market maker profits. Consequently it is unsurprising that market makers and securities analysts rarely stray far from the most volatile measures they can find.
Those have a huge profit year right now as Tesla chose to concentrate on efficiency improvements and large capex for new products and new plants.
So long as people can concentrate on GAAP P&L we can be 'happily' assured that the actual FUD looks just like serious and genuine poor financial results. With Germany issues, including sabotage as well as expansion, China issues, primarily expansion and product development, Austin, Sparks, Buffalo, Monterrey, even Lathrop and so on, GAAP is quite likely to be negatively influenced this year while unit volume will not return to high growth until late next year, probably.
All that, and I watch Free Cash Flow. If it can stay positive with all that plus the pricing, supply interruptions and factory stoppage, especially Germany, we will now that Tesla maintains an impressive financial and logistics capacity with all those imply.
Nobody has thus far had too much direct evidence on that metric, just on GAAP P&L and/or auto sales trends.