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  1. Ghostman

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

    I recall reading the transcript to the call for the SR where he did say closing of stores that were no longer beneficial. He did not say closing ALL stores. That to me appeared to have been made up as a headline by media and because the call was not public, no one was able to dispute it until...
  2. Ghostman

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

    Big update! Leasing now available in the US BUT no option to buy at the end. The car will be used by Tesla in the Tesla Network....bodes for interesting event on Apr 22... Edit: Dangit...Mars Emperor beat me by a minute
  3. Ghostman

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

    A bigger potential impact would be the exchange rate used by Tesla to set the Canadian price. Should the Canadian dollar pop a bit, that could allow Tesla to re-adjust pricing once the budget actually takes effect. The Canadian dollar can and does fluctuate. A few years ago it was at parity with...
  4. Ghostman

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

    Can't get to the order page...keep getting errors. Bad site design? Or lots of interest?
  5. Ghostman

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

    Some additional datapoints, both my brother and I previously planned to wait until FSD was real before upgrading, but are now seriously considering upgrading our M3s to FSD. Likely going to wait until after the Y reveal and if they have reservations for the Y, we'd likely both be putting one in...
  6. Ghostman

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

    Interesting that v3 supercharger is an actual in person event from that leaked invite. The Model 3 SR was not. If this is an in-person event, seems a bit much to simply introduce the next gen supercharger. My speculation is either the v3 supercharger is massively improved with onsite demos...
  7. Ghostman

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

    What about announcing plans to build electric rovers based on Tesla tech for SpaceX for future moon/mars missions?
  8. Ghostman

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

    I fully intend to keep the NDA. :)
  9. Ghostman

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

    By the way, I will be touring the Tesla factory (Fremont) in early Feb. If there are any suggestions as to what to ask or keep an eye out for, please DM me! I expect I won't be able to share specific details due to NDA, but could at least keep an eye out and provide general thoughts.
  10. Ghostman

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

    I would concur that my service experiences at the Service Center in Toronto were top notch. Getting a hold of someone on the phone or response by email does take time though.
  11. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    New motor trend article regarding today's track mode update. Pretty cool read. Tesla Model 3 Performance Track Mode (Release Version): Ludicrous Handling - Motor Trend
  12. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    Funny story regarding other car company's and base cars. Back in Nov, my parents were contemplating replacing their 7 year old Benz C300 with a new C300 AWD. Although I had my Model 3 on order, we were not expecting to get the car until late this year. So my parents went to the local Mercedes...
  13. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    I was wondering too, so I checked the Tesla IR for the compensation package. It says this: "Elon must remain as Tesla’s CEO or serve as both Executive Chairman and Chief Product Officer, in each case with all leadership ultimately reporting to him" So it seems to be intact.
  14. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    Interesting note. My brother is currently volunteering with deliveries in Toronto. Tesla has rented the same convention centre they used during the June rush in Canada where we picked up our 3s. When we picked up our cars on May 31, they were hoping to deliver ~200 cars a day in June. My brother...
  15. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    My M3 is at the service center for a minor fix, but the part got delayed. The service folks gave me a brand new Mercedes GLC 300 loaner. It's been a day and I already miss my M3. The acceleration, control, response, smooth ride, and tech is just so far ahead of the other manufacturers. Once...
  16. Ghostman

    "Going Private = Forced Liquidation" for many Investors

    My understanding is that the withholding tax is similar to companies withholding gross income on T4s and providing it to the CRA in expectations that you will be owing that amount in taxes. It will be credited when you file your tax return and if your marginal tax rate is lower, you get the...
  17. Ghostman

    Model 3 Canada - Confirmed Orders Only thread

    I was there with you till the end. Red Model 3 :) Definitely agree with being nice to the staff. They are trying their best and when I talked to some of them, they are working extra long hours to make sure the job gets done however late it gets. When my car was ready, it was in a rather deep...
  18. Ghostman

    Model 3 Canada - Confirmed Orders Only thread

    Red Aero. Received vin this morning. 22xxx. My brother red Aero, vin 29xxx. So excited!
  19. Ghostman

    General Discussion: 2018 Investor Roundtable

    Interesting comment from Toronto, ON, Canada. Talked to a sales rep while attempting to purchase a wall charger. He mentioned that they are working to figure out the logistics for delivery and scrambling to hire staff. He mentioned the region has ~30k pre-orders and ~3k already configured...
  20. Ghostman

    General Discussion: 2018 Investor Roundtable

    If they are planning on ramping up regardless, the earlier they shutdown and setup, the faster they will get to the 5000k/week target. That is true and is counter to the 200k target. However, any cars produced this week would be delivered 100% in Q2. If after the shutdown they begin to ramp...
  21. Ghostman

    General Discussion: 2018 Investor Roundtable

    One additional benefit is that by having the shutdown early in the quarter, production pushes out a week and that could give Tesla flexibility in hitting 200k US cars in July. The note that S and X will be working weekends in June would also align to a Q3 push after hitting 200k in US. Not...
  22. Ghostman

    Ontario EV Rebates Cancelled July 11, 2018

    Do not assume. MTO programs can be changed anytime. Does not require legislation. There's a likelihood it will not change till fall, but be aware that there is a risk.
  23. Ghostman

    Ontario EV Rebates Cancelled July 11, 2018

    Keep in mind there is no required phase out period. The Ministry could if they want simply state as of xx date. No more rebate. period.
  24. Ghostman

    Ontario EV Rebates Cancelled July 11, 2018

    I called and talked to reps and they information they provided is that any date deadline should be based on registration and plating date, not ordering date. So as long as it's on the website before delivery, we should be ok.
  25. Ghostman

    Canada is being flooded with invites

    My brother and I just did the same thing and ordered. We're expecting twins! Red Multi-coat. :D The next 4-8 weeks is going to be exciting!
  26. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    What a down day...but just found out I can configure! Non owner, mid 30th in line at Laurence showroom in Toronto!
  27. Ghostman

    TSLA Market Action: 2018 Investor Roundtable

    Just a comment regarding the delivery estimates. I’m from Toronto and my estimate actually was pulled in. Originally it was late 2018. Now it says mid 2018. With the slower production ramp, perhaps they are now evaluating delivery options to maximize the US EV credit and not hit the 200k...
  28. Ghostman

    2017 Investor Roundtable: TSLA Market Action

    Has anyone heard about any updates on the SA project? It's been quiet on the TE front.
  29. Ghostman

    2017 Investor Roundtable: TSLA Market Action

    Depends how many trucks you've got... Can only back up so many times. Haha
  30. Ghostman

    2017 Investor Roundtable: TSLA Market Action

    Sounds delicious. :P
  31. Ghostman

    2017 Investor Roundtable:General Discussion

    I went to the TedX Cinema viewing. Very disappointed. They showed maybe 5 mins of Elon's interview. Only interesting piece I saw was they had a short behind the scenes intro showing Elon walking in with Amber behind him.
  32. Ghostman

    2017 Investor Roundtable: TSLA Market Action

    I suggest we understand the cost first and what kind of data is provided. I don't post much, but follow the threads regularly and would be interested in this data as well.
  33. Ghostman

    2017 Investor Roundtable:General Discussion

    A possible concern regarding the earnings call is if Elon does announce GF3-6 and maybe other new CapEx programs and increase M3 production targets for 2017. Would analysts translate that into massive CapEx and with M3 not beginning until Q3, further raise alarms regarding risk? I remember...
  34. Ghostman

    2017 Investor Roundtable:General Discussion

    @ValueAnalyst Does anyone have any idea why Elon was in China this week meeting with the vice premier? Could it be to finalize details for a gigafactory in China? Given the lead times for a gigafactory and the lower initial capital costs, it would not be out of character for Elon to talk about...
  35. Ghostman

    The Neuralink Master Thread

    That is not a blog. It is a mini-book. Neuralink makes Tesla's goals seem so pedestrian by comparison...
  36. Ghostman

    Short-Term TSLA Price Movements - 2016

    Just to add one comment on the SCTY acquisition. One reason why I feel it is a "no brainer" is that although EVs have been sold and added to the electrical grid, the volumes have not significantly impacted electricity demand. Once Tesla starts shipping hundreds of thousands to millions of EVs...
  37. Ghostman

    Short-Term TSLA Price Movements - 2016

    Mobileye seems to want the spat to continue. Or try to lay blame on Tesla. Mobileye says it warned Tesla against enabling 'hands-free' driving | Reuters Mobileye NV said in a U.S. securities filing on Friday that its top executives were assured by Tesla Motors Inc Chief Executive Elon Musk...
  38. Ghostman

    Short-Term TSLA Price Movements - 2016

    Not sure if this has been posted yet. Apologies if it has. From a thread on reddit, Tesla apparently called a guy to ask if he'd be willing to take delivery early before Sept 30. Maximize revenue for Q3? Call from Tesla, Fremont • /r/teslamotors
  39. Ghostman

    Short-Term TSLA Price Movements - 2016

    Hi Everyone, JB gave a keynote at a tech conference in Toronto yesterday and 1/2 of the keynote was on the TE business. A few things he mentioned: TE is much simpler to scale. Manufacturing is a technical problem and it is challenging. Tesla needs more engineers and technical people. The...
  40. Ghostman

    Potential BOLT customers being suctioned up by Tesla !

    Interesting side point...I received a Google rewards survey today asking if I was familiar with the Chevrolet brand and products... I lined up in-store for the model 3 reservation and have never stepped into a Chevy dealership. I wonder if they are starting to try to gather info from Tesla...
  41. Ghostman

    Short-Term TSLA Price Movements - 2016

    There's apparently a live counter at the event. A person on twitter has been posting updates. Already at 128k. Abstract Ocean (@Abstract_Ocean) | Twitter
  42. Ghostman

    Show Us Your Tents!!

    Couldn't sleep. Grabbed the photos from this thread and put them into a collage.
  43. Ghostman

    Show Us Your Tents!!

    Toronto Lawrence pre-ordering have begun!
  44. Ghostman

    Show Us Your Tents!!

    Inside the Toronto Lawrence store. Nice and warm inside.