Discover and read the best of Twitter Threads about #SGFreport

Most recents (8)

Target TSLA: Episode 24 (July 4th MegaThread!) Tons of #OperationSnapshot photos to come, but let's start with an awesome shot by the VADP of Tesla Expansion Reality™ - another tent in Fremont! Now we have Papa, Baby and Momma Tent. Plus a dozen or more bastards. $tslaQ $TSLA
Future Tesla Buyers: Pride of ownership starts right here.
The west coast is packed with inventory. The further east you go, the thinner the pickings. This is Burlingame on Friday 6/26 and yesterday. Even with the inferior ground angle, it's clear there are many more cars now. I've never seen it this packed before.
Read 27 tweets
#SGFreport Las Vegas 5-19-2019 - Reversion to the Mean™️ edition.

Model 3's sold: 12
Inventory S&X: 68

Sheet:

dropbox.com/s/eme43ba26l04…
The gap between VINs has never been more egregious. Note that both cars have a 5/19 build date.

Hope this doesn't make @tsrandall nervous about his tracker being way off again.
Speaking of gaps... Here's a 5/19 build Model 3. This is just sad. The close ups are a rear tail light and the door trim gaps on the driver side, which are not even close to being the same size. Tesla still can't build cars.
Read 5 tweets
1) #SGFreport #SGF #SAFreport $TSLAQ Pics coming. MAJOR find! Not as big as @Latrilife's report but still significant. Back story. I travel in the SE, GA, SC, and mostly FL. Ive checked the new Tampa Service Center before, but had nothing to report. Mainly empty.
2). With the Calgary SC closing, it got me wondering about the Tampa SC. I've been to the Tampa Galleria location (mall) but its been a while since I visited the Tampa SC. December was the last time. The place is YUGE. 30K sq feet, with 8K built out for offices. 384 parking sp
3). The place is surrounded by 6-8 foot chain link fence. Here is a picture of when Tesla took the space and before the buildout so at least you know what you are looking at. There is a side road to the rt of the parking deck, but the deck has tinted windows
Read 16 tweets
1/ Boston #SGFReport update from the SGF Reserve Forces. There have been posts from others like @DeanSheikh1 noticing an uptick in sales activity in certain regions. I think we can state categorically that Boston area sales (four states) have been slow and inventory still sits.
2/ First, Norwell remains stuffed to the gills. We are doing VIN checks there regularly and have noticed many of the same cars sitting, in many cases for three months or more. Still 200+ cars in Norwell. Mostly 3's but many S's, old ones too.
3/ I mentioned last week that Walpole had emptied but those cars appear to have been moved to the "other" Norwell lot in the abandoned school. We know that because there are about 60 cars in this new lot and 80% of the 3's there were in Walpole previously.
Read 7 tweets
***Invasion Of The Short Range Shit Heaps***
1/ Las Vegas #SGFreport

This is gonna be a little long since I have a lot of thoughts on this that are a little nuanced. Also, apologies for missing last week's check. For starters, here's the updated VIN sheet.
2/ The sheet is getting pretty long but they still have some ancient inventory sitting around that hasn't rolled off the sheet yet and keeps reappearing, so I broke it into three sections above to make it easier to see. So, first off, you'll notice several sequential and nearly
3/ sequential VINs. This indicates that those vehicles are just being batch built, rolled onto a truck, and dumped at a certain location. IE, inventory, not built to order. Looking at the sheet, the SRs are easy to identify by having a very high number range on the VIN as such:
Read 17 tweets
Just passed by $tsla "delivery hub" in Zurich, Switzerland #SGFReport

Nothing big, little activity, about 40-50 cars sitting there, charging
Location is a little peculiar, in the middle of nowhere in an industrial area.
Chatted a bit with the delivery guy, who said they didn't od many deliveries today because (get this) they received the wrong cars from Tesla/Logistics
Read 9 tweets
1/ #SGFReport Observed the $TSLA Tempe, AZ DC and Service Center today. Only DC in AZ, 1 of 2 AZ Service Centers. Open from 9-4 Saturday, closed on Sundays. I observed from 9-1. 68 degrees, beautiful weather.

Saw one delivery, a Silver M3 around 12:50pm.
2/ Assuming they did two today and closed tomorrow, that would be roughly one sale a day in the entire state of Arizona. Still not even sure how that’s possible but it is what I saw. Assuming 2% of the country’s sales, that’s a pace of 1400 US sales for Tesla in February.
3/ Yes, that’s a lot of jumping to conclusions based on one small sample. But my biggest takeaway was just how visibly dead the delivery center side was...you could make a case it was overstaffed still even after the layoffs. A few cars pulled in to walk around and browse.
Read 7 tweets
An #SGFReport and #OperationSnapshot update from Boston. You filthy animals can stop speculating: the Glovis Captain has docked in Boston. How else to explain this?
Here is last week.
There is a new row of cars this week underneath The Chateau. The row with two white 3s and two red. Here it is closer.
Read 15 tweets

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