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You may want to doublecheck the Spain figures for August. I think the total is 99, with 63 Model 3s EV registration statistics for The Netherlands, Norway and Spain

Don't you need to know the % mix of existing EV v ICE on the day we reach 100% electric sales? And the average age of each segment?

Me, too.

@hobbes Sorry, just saw your post. I'll download the instructions and make sure to follow them next time. :)

. NYC issued fewer than 14,000 taxi medallions. That’s why the cost went up. Regulated scarcity. Do you think it will take Tesla more than 10 years to sell 14,000 FSD robotaxis in NYC? If so, I’ll agree with your math.

Tesla’s product line is first in class and should be reason enough to have faith in the future of the company and the TSLA stock. I fear for those who would invest based upon speculation that the vehicles will actually appreciate in value based on FSD. For an apples to apples comparison, you...

Do you mean the NYC taxi medallions that used to sell for more than $1 million until Uber and Lyft came along? https://nypost.com/2019/02/20/councilmen-planning-bailout-for-taxi-drivers-after-medallion-prices-plummet/

Carter Worth just called the bottom on Fast Money. "Shorts should cover" Tim Seymour pushed back but Carter wasn't having any of it. He stuck to his guns.

Yes, thank you. We're on the same page.

How so? I look at short interest as a contrarian indicator, as the shares all have to be bought back and my theory is that shorts have a tendency to get skittish more quickly than longs when they experience losses. That's worked pretty well in the past, but not so much with TSLA recently...

Does anyone know if Model 3 SR+ shipments have begun to Europe? Norway deliveries, which are apparently real time or very close, continue to be all LR and a few P Edit to add: Cleantechnica reported on 4/12 that Tesla was accepting orders for SR+ in EU. Deliveries have picked up...

At this point, the most bullish indicator is the level of short interest. Even Chanos and Einhorn will make a cost/benefit analysis at some point and begin to cover. Most of the rest of the shorts will be committed to protecting their profits and begin to cover once TSLA becomes oversold...

As a bankruptcy lawyer, I can tell you that the consequence of a bankruptcy filing on current shareholders would likely be the very definition of worst case scenario. In almost all such cases, debt gets converted to equity in a newly formed entity and current equity gets wiped out. Envision...

If you account for the in transit inventory to get Q1 to CF break even, you would have to adjust Q2 deliveries downward, otherwise you are double counting.

I'm just a little surprised that there are that many 75Ds still around, since Tesla stopped taking orders on them 4 months ago.

Wow. Great resource for information. Thank you.

I assumed so, but in the past there were quite a few posts when that happened. I've seen a few, but not as many as I would expect if there is deep discounting going on.

Almost all are listed as 2019 builds. There have been a smattering of 2016 used vehicle registrations and only 1 listed as 2018 that I can recall, although I wasn't looking that closely. You can arrow back and see the mix for each day.

Tesla Registration Stats What's going on in Norway with S/X? The last 4 days they have registered 58 S/X (combined) after registering a total of 101 for the entire month of April. Also, 15 of the registrations between yesterday and today have been 75D variant (out of 41 total)

Is anyone else concerned about the pace of sales in Europe? Looking at the first month of each quarter, April far outpaced January, but that doesn't tell us much, as there were practically no Model 3 sales in January and at least the early part of April was boosted by Q1 spillover "in...

It's a much longer story and I would almost certainly be banned for going off-topic, but the pricing really wasn't crazy. It was a very profitable, albeit crooked, business. The real problems began after going public and undergoing rapid expansion to meet unrealistic growth targets...

Perhaps not the best choice of images to associate with Tesla, given that Crazy Eddie's was a massive fraud perpetrated by the founder, Eddie Antar and other family members. Antar was charged with civil securities fraud and insider trading and got hit with hundreds of millions of dollars in...

My prediction: The first regulators to dip their toes in the pool will start with a controlled expansion of the Waymo style autonomous driving for all comers, including Tesla. That is, heavily mapped areas, backed by significant experiential data and accompanied by safety drivers...

Or as John McCain is reported to have said during the 2008 campaign: "It is always darkest before it becomes pitch black." * * McCain attributed the saying to Mao, but that was never verified, AFAIK,

That assumes the market cap for Uber and Lyft is reasonable. Apparently wasn’t when they IPO’d, as both are down by approx 20% in a matter of weeks (Lyft) and days (Uber). A lot of people who purchased real estate b/w 2004-2007 believed they were getting a good deal based on the sale prices...

And yet, on January 30th, a full month into the quarter. Tesla guided to approximately 20,000 deliveries for S + X for Q1. That is not consistent with a planned slide.

Got it. Thanks.

Now I'm really confused. If the first ship doesn't arrive until almost halfway through the quarter in the hottest EU market for Model 3s, how does Tesla avoid the problem of end of quarter fire drill to make delivery numbers? In other words, can someone explain from a mechanical...

Tesla Registration Stats It looks like fresh inventory of Model 3s have made their way to Norway. 60 registrations today, highest number since 4/11/19. In an ideal setting, there would be sufficient inventory on hand in all markets to allow an order to delivery time of one week or less...

Is there such a thing as a "bull trap"?

I have no problem with that. Makes perfect sense. My problem is when an institutional investor/trader gives an interview pumping the stock at the same time they are actively reducing their position (some would say dumping).

Truth serum time: Leaving everything else aside, wouldn't you have felt better if a Twitter sitter had a chance to edit out the "True, we may not succeed" comment in his tweet on 4/20? That's one of the things the amendment to the Consent Judgment may help accomplish.

Navin: You play the game well.

Question: Investor or Trader?: 1. Cathie Wood 2. Ron Baron 3. Ross Gerber

TSLA is currently 9.47% of ARK's portfolio. They sold more than 300,000 shares in 4th quarter 2018 when it was 5.6% of the portfolio. I'm not saying there is anything wrong with what ARK is doing. To the contrary, my point was that their approach will likely maximize the return for their...

That can't possibly explain purchases and sales in the hundreds of thousands of shares over the course of a single quarter. Or the 276,000 shares purchased yesterday.

Or maybe somewhere in between. My problem with Chanos and Wood is that neither gives adequate weight (if any) to information or data that runs counter to their thesis. At least publicly. To me that makes them both spin meisters. Chanos thinks Tesla is going to $0; Wood's bear case is $700...

That’s another reason to consider some form of advertising. Tesla could test pricing of various options in certain markets through targeted advertising. Depending upon the response, they could roll out the program regionally or nationally as tested. Or they could adjust pricing as needed...

Something tells me that the 13F reports are going to be really interesting this cycle.

Speaking on behalf of the Internet, your secret is safe with us.

On January 30th, Tesla issued guidance of approximately 20,000 S /X deliveries in Q1. (said would come in slightly below Q12018)

Other way around, I suspect. Otherwise, there would have been no reason to discount prices so heavily on S/X

The federal government allows each state to make their own rules regarding the licensing of insurance carriers. As a general rule, states will require insurers to set aside adequate reserves to pay future claims. That means a portion of the funds must be in cash or highly rated securities, US...

Since today is my birthday and I want everybody to be happy, my answer is an unequivocal yes as to both. (We can revisit the cell supply theory tomorrow)

That's the problem with trying to multi-task. Can't keep up with the thread. I suppose my point was that I can see why reasonable people (excluding those with a pre-determined agenda on both sides) can reach different conclusions on the "demand constrained" vs "production constrained"...

On January 30th, Tesla guided to 1Q S&X deliveries of "slightly below Q1 2018" , that is, slightly below 21,815. Actual deliveries for the quarter were 12,600. That was not a production constrained problem. By the way, Tesla never updated guidance, even though they had to know they would...

Elon said at least twice during the presentation that the TN would be populated customer/owners. He said that Tesla would fill in the gaps with their own vehicles where necessary.

Curious as to why it was originally scheduled to take place on Good Friday, when the market was closed.

Elon may not have meant to say it, but he definitely said “Next year for sure, we will have more than a million robo-taxis on the road.” 2:04 mark or so on the video. In fairness, he preceded that with the statement “By the middle of next year, we will have more than a million Tesla cars on...

Tesla Registration Stats If Norway is any guide, it took about 8 -10 days to deliver the vehicles in transit at the end of Q1. More concerning is that, with only one week left in April of the 749 cars registered this month, only 75 are Model S &X (combined). That compares with 720 registered...