Discover and read the best of Twitter Threads about #sgf

Most recents (8)

1/ As I've said before, I've spent whatever free time I could over the last week or so going back over $TSLA $TSLAQ earnings calls (back to 2012). It was quite a task. But, as promised, here is a thread on some of my favorite tidbits from those calls (in chronological order)
2/ 4Q12 Earnings call:
As we have all come to know, when Elon says "I'm highly confident that ________" whatever fills that blank has next to no chance of happening. In this case, it was an ex-ZEV credit GM >25%.
In 2013, $TSLA ex-ZEV credit GM was 14.3%
3/ 4Q12 Earnings Call:
The above holds true - this time he upped the ante. Elon was "really highly confident" that $TSLA would be profitable in Q2-Q4 2013. $TSLA posted a net loss in all 3 of those quarters, losing a total of $85.3 million.
Read 24 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/ Had the AMAZING pleasure of meeting @Latrilife in person this week and our #SGF energizer bunny did not disappoint. Follow along....
2/ First, his amazingly detailed summary of the utter demand collapse at a premiere $TSLA delivery center - Marina del Rey. Down to one car every other day. You can't make this up. $TSLAQ
3/ But most interesting to me, down the road, right near the SpaceX/Boring Co tunnel, sits 700+ Model 3s hidden in a mostly dead mall parking garage. Sus bro. Very sus. $TSLA $TSLAQ
Read 5 tweets
1/ I think $TSLA will disappoint on cash flow in Q4. I've seen estimates as high as $4bn of cash on 12/31 - I believe there's a reasonable chance unrestricted cash actually declines to the $2.7-2.8bn range. This thread will walk through the various drivers underlying my view.
2/ First, I believe the market underappreciates the cash impact of the elimination of the FSD option. At 30% penetration, this could be almost a $100mm drag vs prior quarters. There's a good chance that deferred revenue declines for the first time, resulting in cash usage.
3/ Customer deposits could also move to a sizable cash drain. Deposits includes full payment of the car prior to delivery, which would have been a healthy number on 9/30 given how many deliveries were delayed to Oct. Conversely, hardly any deliveries were made in early Jan.
Read 11 tweets
Selbstverständlich finden alle Spiele Sonnabends um 15:30 statt, und alle Clubs bekommen die gleichen Fernsehgelder. #TraumBundesliga
Read 4 tweets
1/ Brief thread on $TSLAQ production & demand. These are 2 sides of the $TSLA narrative. It needs exponential growth in production AND the demand to absorb said production for the huge market cap to hold. We already know production has stalled out. Just look at Bloomberg's model.
2/ As we know all too well (and as we've repeatedly recounted), production can't be sustained at the rates @elonmusk has promised. Long gone is the 7k burst wk, let alone the 10k/wk M3 promises. Even the 5k/wk "sustained" rate has proven ephemeral. $TSLA…
3/ Thanksgiving was the last week of $TSLA "production hell", in which Elon fought to show a 1k/day extrapolation. Evidently, that particular flavor of flimflam has gone out of style. Unsurprising, since such bursts have proven busts time and again. $TSLAQ…
Read 10 tweets
Going to try a thread here (I'm new at this, give me some slack). #sgf report coming from Tempe, AZ.

1/ Observed the Tesla Holding Lot on Hardy Dr in Tempe, AZ this afternoon. Lot has approximately 250 vehicles of a maximum capacity of 350. Mix is difficult to estimate
2/ due to the property being sandwiched between multiple industrial properties, and there is no way to get a view of the entire lot, but my best guess is 10% trade-ins, 10% lot repairs, 40% Model 3 ready to sell, 20% S, 20% X.
3/ About ten people were on-site, including a hauler dropping off a load of 3s. Notably, Dent Wizard (a subsidiary of Manheim Auction) was running a small reconditioning operation (detailing and paintless dent repair). Recon is probably for new vehicles as well as trade-ins.
Read 8 tweets
1/ What do you get when you put over 7 million dollars worth of inventory in a old, defunct Fuddruckers hamburger, parking lot… #SGF…
2/ located in the north shore town of highland park IL, near a Tesla dealership..

car count
est 120
est 10 X
est 10 S
est 100 3s (est 5 performance) (est 10 AWD)
3/ some stickers
Read 9 tweets

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