Discover and read the best of Twitter Threads about #SAF

Most recents (4)

$TSLA - 1/parking lots full of White Model 3s and two Semis worth of burnt Tesla’s:

These things are very much connected.

@Allstate @StateFarm @Nationwide @TheHartford @LibertyMutual @Progressive @USAA @GEICO @AAASafety @AAAauto @KemperInsurance @CSAAInsuranceGp @Travelers
2/Why all the White Tesla’s?

We have had numerous #SAF reports of parking lots full of White Model 3s.

3/We know that white is actually a popular color in the United States.

But, so is black.

Again, why would Tesla choose to produce more white?
Read 14 tweets
$TSLA Orange County update

Approx 900 cars in inventory

260 of these were used

Most I've ever seen was 550 at the end of the Q4 push. Inventory up substantially from 2 weeks ago

Dyer lot filling up again

#Tesla #SGFReport #SAF #SAF
Approx 350 at the Gillette lot
2 trucks dropping off Model 3s, many cars being prepped in the picture

This is the most inventory on this lot I've ever seen

#Tesla $TSLA #SAF
Main St approx 200 cars. More new inventory than 2 weeks ago.

Lots of Model S

$TSLA #Tesla #SGFReport #SAF
Read 5 tweets
$TSLA Used inventory demand is another story. They have stopped selling cars through auction

Approx 330 cars

Used S/X but some 3s(could be new or used)

Bonus: Tesla did not pay their bills @ some Manheim locations in Socal back in Oct 18. Not sure of curt status
Las Vegas Manheim has 150 stored. There are some 3s in there

Reconditioning seems to only be with Adesa.
Could it be that $TSLA missed payments again to Manheim?


h/t @Benshooter
Las Vegas Adesa has 180 stored or being reconditioned. There are 3s at this location

I confirmed this location receives approx. 100 $TSLA cars a month

I posted a pic of the recon section

Read 7 tweets
Based on @TeslaCharts research on $TSLA registration delays, I've outlined what is the most obvious explanation for a sizable portion of these delays

Having 2 dealer friends that did the same #fraud & were caught, Its the same scam just @ a much larger scale
How it works for dealers:

Credit line (flooring) secured by cars @ 85% of value, 15% cash by dealer
Inventory must be in known location so it can be audited by lender. Lender is putting up $, needs to know where their collateral is.
Dealers have lots, also off site locations, but those don't change and are known by the flooring co

When car is sold, $ is received, Car is given to to new buyer with temp tags, the new owner leaves the lot.
Read 14 tweets

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