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Yes, the Don Mills one is at a CF property. It's up and running - Supercharger - Don Mills, ON

It's not a dumb question. The question is due to the wording from Tesla: "Each stockholder of record on August 21, 2020 will receive a dividend of four additional shares of common stock for each then-held share, to be distributed after close of trading on August 28, 2020." Hence, the question...

Respectfully, I don't think you're correct, and by being so certain, you are misleading a bunch of shareholders. I believe what you're describing applies if Tesla issues a stock dividend by diluting current shares similar to how they would issue stock compensation to employees. This is not...

I would very much like this to be true and for shorts to have to cover, but I don't think this will be the case. The short shares that are bought a second time are fabricated by the broker. They don't actually exist. Even if short sellers are forced to cover 4 post-split shares, that would just...

No, what I mean is the broker can just make the short owe 5 shares.

@Knightshade Why are you speaking so certain? A short's obligation is between them and their broker. You are saying the broker will force the short to immediately cover 4 post-split shares on the effective date. This does not make sense from the broker's perspective. Why would they do that...

I think a lot of people are missing the fact that if it takes many more years to achieve FSD (for any company), then Tesla stands to benefit because it is the only company making money from semi-FSD (in the form of cars sold and autopilot/FSD software).

99%+ of the SUVs I've seen on the road are not towing anything. And out of a good handful of trips to China (biggest SUV market), I've never seen an SUV towing anything. I believe your concerns are overblown.

Agree 100%. I even think this is Tesla's best ER, period, including 2013. I'm completely disgusted at the analyst reaction: Bloomberg - Are you a robot?

Or Elon and his lawyers are confident they can win the case.

Pure speculation, but based on recent developments and this tweet... Elon Musk on Twitter ... I believe some of the money is coming from China.

Looks like they hit 5k/week. Marsalis C on Twitter

A good analogy for this is the smartphone market. The iPhone destroyed Nokia and Blackberry sales, but also created opportunities for upstarts like Huawei and Xiaomi.

For this to be worthwhile, for every % dilution, the market cap has to be at least that % larger at a given point in the future than if there were no dilution. This is already factoring in the time value of money. If Tesla gets to 1T cap somewhat earlier, but you own a lot less of that 1T, then...

Curt, while I agree with your point overall, I feel uneasy every time this is brought up. Because there is something called Total Addressable Market, which is not infinite. Suppose there is a path for Tesla to achieve a $1T market cap in 10-15 years. Tesla can theoretically raise $50B by...

Last week, I visited Macau (the gambling capital, "Las Vegas" of China). I was surprised to see Tesla ads (paid for by Las Vegas Sands, not by Tesla) plastered all over the Venetian Macao, the Parisian Macao, the shopping mall, and on hotel buses and ferries. The ads are for a prize draw to win...

This is exactly what traditional valuation methods miss. Exponential growth. Even if growth rate eventually slows, the net YOY increase in sales continue to accelerate.

This is significant.

I've just initiated a transfer of more funds into my brokerage account. Wish it could arrive sooner. Converted a bunch of common stock to 2019 LEAPS. I'm 80% certain that $252 was the bottom, supported by 200 week MA and 50 month MA.

Dave, from your latest article on Geely: That is incorrect. Geely's market cap of $228B is in Hong Kong dollars. Their market cap is only about $29B in USD.

I'd reasonably assume a far greater percentage of Americans take a long road trip over the life of their vehicle than Hong Kongers crossing the border to the mainland. To drive in Mainland China, Hong Kong vehicles require a dual license plate, which costs about as much as a vehicle. They also...

@DaveT I just wanted to provide feedback that I find the new TeslaWeekly format to be excellent. The "deeper thought" angle and special focus on Model 3 is valuable and sets it apart from sites like electrek (which is excellent for news). I hope you keep it up. I have turned off my ad blocker in...

If you haven't already, this is very worthwhile interview where Chamath Palihapitiya discusses TSLA, AMZN, FB, NVDA, Bitcoin, among other things: Former Facebook exec expresses concern over social media My two cents: TSLA and AMZN - Both companies took a long time to build which means their...

I think an important one is net decrease in cash and cash equivalents. If say cash from ops and cash from financing are breakeven and net cash from investing activities stays constant from last Q, that's -1.3b. Cash and cash equivalents at end of Q would then be $2.2b. I guess a lot depends on...

What is the cash flow based on your estimates?

To the technical analysis experts: On the monthly timeframe, is the bull flag setup still in play? And if so, what price confirms a breakout and what are the implications? Thanks in advance.

Good video, but I have to disagree with the solution. The problem is, there is a theoretical limit to the throughput of a road, which is a function of speed limit and length of cars. If the speed limit is 65 mph and every car is 5 meters long, then your max throughput is 20k cars per hour in...

Taken last night at the 401/404 Closeout King. Around 180 cars. They would be all covered in snow by today.

With sentiment at its lowest since we broke above 300, I'd like to point out the following: - Support at 300 has held so far. Below that, we have strong support at the 287 level which had been resistance for 3 years. - Since Tesla went public, the stock price has never declined for more than 4...

If you hadn't posted pics of yourself in a Model X, I would have seriously thought you are a bear here to troll us. :) $3000 would mean a $500B market cap. I'd be happy with half of that.

I disagree with this. It is highly unlikely that they would build cars with high VIN #s like 1910 without being on some kind of ramp to build the other 1909. IMO, highest VIN is a better indicator than unique VINs because the latter is highly dependent on people posting every single VIN they...

IMO, highest VIN is a better indicator than unique VINs because the latter is highly dependent on people posting every single VIN they see. Example: When there are only 100 Model 3s in the wild, people will post every single VIN they see, so we may get 30 unique VINs from that 100. When there...

I take that back. Looks real and I sure hope it is. TheTeslaLife on Twitter

That photo looks fake. Which makes me suspicious that the 1910 vin is photoshopped, too.

Didn't the email you receive from just one week ago estimate delivery in 4 weeks? Any particular reason you expect them to miss that by a month?

Yes. This is the Amazon playbook where the focus is growing top line and building scale while having a slightly positive EPS. Tesla could not do this before Model 3 because they were sub-scale. But post-Model 3, they are at mature scale and should be cash flow positive if they maintain the...

So I'm seeing lots of posts predicting that share price will remain low in the very short-term, HOWEVER jump to the 400 range in early 2018 as soon as Model 3 ramps up. That sentiment, in my opinion, will cause the share price to trend up before Model 3 actually ramps up. The market front runs...

The Model 3 took just 16 months from unveil to first deliveries. My prediction for Model Y is an even tighter schedule - 6 to 9 months from unveil to deliveries. The reason is that there is a real risk of osbourning Model 3 sales if the unveil is done too soon. Remember that the Model Y is the...

Wife sent me this - Amber Heard and Elon Musk reunite at breakfast haunt in LA | Daily Mail Online Sometimes she's more on top of TSLA news than I am. :)

I'm a bit confused over the smaller black truck. No details on the website. Does anyone know what's the deal?

"Glass Roof A lightweight, removable Glass Roof stores in the trunk for an open-air, convertible driving experience." Does that mean you manually remove it and put it in the trunk or does it slide into the trunk? Wouldn't it be pretty lame to carry the roof into your trunk in a $250K car?

I don't see a link to reserve at Roadster | Tesla But there is a form to reserve at the presentation page - Tesla Semi Unveil $5K credit card deposit now, wire deposit for the rest within 10 days.

More details in this thread - Supercharger - Kettleman City (LIVE 11-15-2017, 40 stalls)

Instagram post by Unplugged Performance • Nov 15, 2017 at 7:22pm UTC Tesla operated cafe. Pretty cool.

If you were there during the NFLX drop from 300 to 50, the company was in crisis. They tried to split their DVD and streaming business and rename their product to Qwikster, they were losing subscribers, there were serious questions about rising licensing costs, there were fears of competition...

If they are doing a refresh, why would they stop selling the inventory models instead of trying to clear them out?

There are some interesting tidbits here. This particular supplier is already supplying parts at 5000/week in October and November. Tesla gave 2 months advance notice in compliance with contract to reduce the rate to 3000/week for December. Speculation is that seat production is the bottleneck...

Photos from today. They dug up the pavement and are installing the underground wiring across more than 12 parking spots.

Standpoint upgrades Ford to Buy, downgrades Tesla to Sell Standpoint Research analyst Ronnie Moas, in an intraday research report, upgraded Ford (F) to Buy from Hold with a $15 price target while downgrading Tesla (TSLA) to Sell from Hold with a $280 price target. Nomura Instinet last night...