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It’s desperation I’m afraid.

Solar sales aren’t expanding, sales of energy and storage are, solar is a small and shrinking part of that. As for safe stock, well 34Million (over 15% of all shares in the company and Elon and Larry tie up a substantial amount between them) shares have been sold since the combined...

No Elon forget those as his 500k was for Model 3 only in the earnings call which is being relied on to cover up for the 500k in the tweet. However as China isn’t online until year end and he’s saying 7000 for Freemont he still won’t average the over 8000 a week from Freemont for the 420k Model3...

What apart from the fact that Elon himself has predicted a climb to 7k/week by year end at Freemont and Shanghai at 3k/week by year end (10k/week is still sub 500k/year with shutdowns), which would make an annualised rate of close to 500k but COMPLETELY IMPOSSIBLE to achieve that number this...

No-one said zero (sales in the US are running at about 25% of Q4 levels, data from Fred at Elektrek who’s rarely poorly informed if you look at his track record), some have been shipped to Europe (slow starts on sales) some to China (why buy an expensive import when you can wait until just the...

I don’t think investors see that as the primary mission, for most of them (big institutions) it’s to stay solvent and make some money.

Just checked the 8k filing for Friday, guidance is the same as the written guidance in the original Q4 report at 360-400k total, no mention of a 500k Model 3 (so nearly 600k total with S&X) which isn’t possible anyway given the guidance provided on line rates as model 3 is stated to have a...

The original deal was agreed in October, the 60 minutes interview was aired in December, I’m not sure when it was filmed,

Well the H1 2019 graph is now known to be wrong following the ‘not a profit warning’ briefing on Thursday evening. Tesla investment this year is well down, so it can’t really be used as an excuse for no earnings anymore. Given the price cuts, production numbers for S&X and no meaningful...

I think the contempt hearing is the least of his problems after the clandestine earnings brief and profit warning on Thursday after hours, that’s a huge breach of the rules. That’s more likely to see him removed as CEO than the tweet monitoring contempt hearing in my opinion. I can’t imagine...

In what way does production (and you should know the Bloomberg tracker isn’t accurate week by week anyway) represent demand? Take their best two quarters, deduct the circa $300M the S&X price cuts will cost them (at the same volume) plus the lower margin on the $35k 3 model and also take down...

Written guidance was 360-400k, in the call Elon said 350-500k, if you listen to the recording he seems disinterested and bored and it was widely assumed that he had ‘miss spoke’ with numbers at odds with the written guidance (which of course tallies with the second tweet) so it’s hard to say it...

In some locations the lease will mean they will have to pay unless/until they can find someone to take over the lease, if they are going to be paying anyway they may as well use them.

No they aren’t dumb stand-alone systems, in a word CAN. It’s good to be a fan, being blinkered isn’t so good. How does OTA help still has to be developed first. Doesn’t work flawlessly

And the other cars don’t have advanced traction control?

I’m not a short no. I wish Tesla and the employees all the best especially in the face of a third round of layoffs. Elon is their biggest asset and their worst enemy at the same time. Great vision, horrendous execution and massive wastes of much needed money. He is also far too arrogant and...

Given the Tesla manual tells you they will crash into stationary vehicles when in AP under certain conditions, I don’t think Tesla AEB is currently any better than the opposition!

Solar City is effcetively no more, Buffalo is shedding staff faster than a tree sheds leaves in a hurricane. Penalty payments to NY state beckon (2020 I think), as above it was a Musk family bail out, Musk was a major shareholder and CEO at SCY, his cousin the Rives were also major shareholders...

With Tesla’s guidance on capex and R&D spend this year they aren’t equipping a facility this year or building the Beat prototypes for test, so the earliest they’ll be able to roll out Semi is late next year.

The bulk of the car is still a car, the body, the suspension, wheels, tyres, most the interior, this isn’t price cutting to match cost cutting, it’s price cutting to try and save demand.

The announcements last week have to all be put together to add perspective 1/ Lots of prewarning fanfare and the announcement of the long awaited $35K Model3, some disappointment at the defeaturing, some may say this is like the magician getting you to look at his left hand while the right pulls...