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

[The Accountant]

Our friend Lora on the refreshed Model S fire... the owner is lawyering up:

"The owner since had the car removed from that facility, McGarvey said, and will have the vehicle investigated independently to try to determine the cause of the fire."

Odd that the owner can take possession of the car if the facts of the situation are under investigation.

 

[Criscmt]

(Earlier posted this on another thread on TMC by mistake)

https://twitter.com/x/status/1410695145763356674

I wonder if this is data that came out today, and how Troy’s estimates for Europe measure against this and other Europe June sales data that came in last couple of days.

EDIT: Never mind, thanks to @The Accountant for the recent post on this subject

 

[BornToFly]

With a lawsuit, Tesla lawyers should be able to investigate for any evidence of TSLA short selling or other conflicts of interests, motives, etc. I don’t believe the car would catch fire without damage to the pack, or Arson. He needed a lawyer in 24 hours because Q2 numbers out tomorrow.…

 

[Thekiwi]

"The owner since had the car removed from that facility, McGarvey said, and will have the vehicle investigated independently to try to determine the cause of the fire."

Odd that the owner can take possession of the car if the facts of the situation are under investigation.

Yeah seems VERY weird.

pure speculation on my part, but wouldn’t surprise me if they were trying to make sure some “personal effects“ of the owner (who is possibly a high profile professional athlete) are not discovered by an investigative agency.

 

[BornToFly]

"The owner since had the car removed from that facility, McGarvey said, and will have the vehicle investigated independently to try to (determine) hide the cause of the fire."

Fixed it

 

[thx1139]

Keeping My Fingers Crossed

Numbers reported in Europe thus far look strong.
Of course 2 big markets (Germany and UK) have not yet reported and can make or break the Qtr.
Troy projected a 9% increase, we are seeing 23% so far.

View attachment 680371

I am a bit nervous about these. UK with the incentive changes. Austria down so much so wondering could Germany be as well. Belgium, Portugal and Demark April and May numbers not as good as January and February.

 

[Criscmt]

Keeping My Fingers Crossed

Numbers reported in Europe thus far look strong.
Of course 2 big markets (Germany and UK) have not yet reported and can make or break the Qtr.
Troy projected a 9% increase, we are seeing 23% so far.

View attachment 680371

UK is expected to have a -ve growth
The growth in countries listed by you seems to more than offset that.
Comes down to Germany. Now if they have 23% growth

https://twitter.com/x/status/1410343640124231685

 

[StarFoxisDown!]

"The owner since had the car removed from that facility, McGarvey said, and will have the vehicle investigated independently to try to determine the cause of the fire."

Odd that the owner can take possession of the car if the facts of the situation are under investigation.

1) Not sure how the owner would get possession of the vehicle before authorities, including Tesla, have a chance to fully inspect the vehicle

2) If he/she did somehow managed to take it someone to investigate it before Tesla can do their own investigation......Tesla will probably claim (and rightfully so) that the vehicle could have been tampered with during the independent investigation to either conceal/alter evidence and thus any lawsuit is void

It's a rather dumb move by the owner. It doesn't matter what they claim on the independent investigation claims once they do this

 

[Thekiwi]

UK is expected to have a -ve growth
The growth in countries listed by you seems to more than offset that.
Comes down to Germany. Now if they have 23% growth

https://twitter.com/x/status/1410343640124231685

Yes the model 3 is no longer available for the consumer UK EV tax credit, but two things to consider:

1) the EV subsidy itself has dropped to only $2500, so the impact is somewhat muted.
2) the business exemptions for EVs remain in place for the model 3, and are very generous. Tesla itself lists the benefits on the model 3 page as follows:
(and notice that if the employee also commutes to inner London, the “savings” are almost the same as the upfront cost of the entire car)

 

[Criscmt]

UK is expected to have a -ve growth
The growth in countries listed by you seems to more than offset that.
Comes down to Germany. Now if they have 23% growth

https://twitter.com/x/status/1410343640124231685

We basically need ~9% growth over Q1 in worldwide deliveries to cross the consensus (get to 202K).
I am finding it very hard to believe we won’t be able to do that. If that’s the case, likely would be drop in China. Such drop in China would be concerning, in how much the FUD was effective there. I hope that’s not the case at all. Lets see.

EDIT: My take here is based on fragments of data, and some of it is anecdotal data, and what I way back heard from a friend from China on the brand value Tesla enjoys there. His family in China owns a Tesla.

 

[ZeApelido]

"The owner since had the car removed from that facility, McGarvey said, and will have the vehicle investigated independently to try to determine the cause of the fire."

Odd that the owner can take possession of the car if the facts of the situation are under investigation.

Translation: The car will be brought back to UBS headquarters to be "investigated" on Independence Day.

 

[Hock1]

Our friend Lora on the refreshed Model S fire... the owner is lawyering up:

Why would the car have to be "safely stored" at a location of the owner's choice??? Something rotten here.

 

[UnknownSoldier]

"The owner since had the car removed from that facility, McGarvey said, and will have the vehicle investigated independently to try to determine the cause of the fire."

Odd that the owner can take possession of the car if the facts of the situation are under investigation.

If you give the local officials enough money, they will let you have it sure.

This isn't suspicious or anything. Obviously the media will report heavily on the fire and lawsuit and then coverage will mysteriously suddenly stop when the owner is revealed to actually be a TSLAQ member who bought and destroyed the car on purpose...

 

[Chunky Jr.]

coverage will mysteriously suddenly stop when the owner is revealed to actually be a TSLAQ member who bought and destroyed the car on purpose

if someone purposely torched the car to make the stock tank, it was an epic fail

 

[Tes La Ferrari]

Perhaps there are fellow TMC members that are from / know the area where the car was found. If so, are there cameras around that area ?

The car may well have been picked up on security cameras in the minutes leading upto & directly after the incident.

I wonder if Tesla can pull footage from either this one or other Teslas that may have been in the area around the time ?

Would be rather karmically apropos if the case of this Tesla fire is solved by the Sentry mode / AP cameras of another Tesla, or better yet from FSD running in shadow mode from this very Tesla.

 

[BornToFly]

if someone purposely torched the car to make the stock tank, it was an epic fail

Was it? Maybe it would have been over 700 without the fire.

 

[juanmedina]

Perhaps there are fellow TMC members that are from / know the area where the car was found. If so, are there cameras around that area ?

The car may well have been picked up on security cameras in the minutes leading upto & directly after the incident.

I wonder if Tesla can pull footage from other Teslas that may have been in the area around the time ?

Would be rather karmically apropos if the case of this Tesla fire is solved by the Sentry mode / AP cameras of another Tesla.

here:

Google Maps

 

[Tes La Ferrari]

here:

Google Maps

Thanks. Looks like a well to do area. There's gotta be cameras on those houses, and a Tesla or two in the area.

IF it is a nefariously motivated intentional act, like the recent China FUD, perhaps the shorties figured out the formula:

1 Tesla Plaid + 1 gallon of gas + 1 book of matches = lower cost than daily MMD's or possibly covering a large position.

We don't know the cause yet, so I withhold final judgment until we do, but are there SEC penalties or other financial penalties, and does anyone know what they are if someone purposely engages in behaviour to target the reputation of a company to hit the stock; for personal financial gain ?

 

[JustMe]

New supercharger opened in Kirkjubæjarklaustur Iceland today.

A town that I assume was named by a cat running across a keyboard

Great to see the pace of supercharger deployment pick up this year. It won’t be long before there are millions of Teslas on the road!

 

[WolfHero]

Taiwan's June new car sales numbers are out. Total sale # 27,930 (down 67.5% year over year of same quarter, due to pandemic lockdown. Toyota took first place across all models sold at 6,329, Mercedez in second place with 2,467, Mitsubishi in third with 1,795. Tesla Model 3 is the 5th best selling car overall across all categories.

As for specific models, they are ranked according to produced domestically (enjoys tariff advantage), imported, imported luxary.
Domestic
1. Toyota Corolla Cross 1,826
2. Toyota Altis 1,082
3. Ford Focus 789
4. Honda CR-V 650

Imported
1. Toyota RAV4 1,141
2. VW Tiguan 458
3. Mazda CX-5 344
4. Toyota Camry 314

Imported luxary
1. Tesla Model3 675
2. Lexus NX 667
3. M. Benz GLC 535
4. Lexus UX 303

Source (Traditional Chinese): 車市急凍卻仍有新車逆勢上漲！6 月新車銷售排行揭曉 - 自由電子報汽車頻道