1/ Imagine if @elonmusk wasn't afraid of $TSLAQ. If instead of "going to YouTube," he faced and answered some real questions on the Q3 call. Here are some thoughtful examples. Analysts, please consider stealing these for yourself. $TSLA
2/ Pursuant to the recent SEC settlement, what waivers, if any, have been granted $TSLA related to its “ineligible issuer status” following Musk’s sanction under 10b-5 and his status as a “covered person”?
3/ What is the status of any other open SEC formal enforcement or Department of Justice investigations? $TSLA
4/ As a follow up, on what basis did you consider these matters to be immaterial and not requiring disclosure? $TSLA
5/ Are there any additional investigations from state or federal agencies related to improper valuation of solar or emission credits? $TSLA
6/ Are there any additional investigations from state or federal agencies related to improper release of regulated toxins from the Fremont paint shop? $TSLA
7/ To the nearest hundred, as of September 30, 2018, how many $TSLA customers paid in full for a vehicle that they did not receive?
8/ As a follow up, how is $TSLA accounting for such situations in your financials?
9/ How many paid Model 3 reservations existed as of September 30, 2018, net of those requesting refunds that have not yet received them? $TSLA
10/ As a follow up, what percent of those reservation holders are waiting for the $35k variant? $TSLA
11/ Did all 27,660 Model S and Model X deliveries quoted in your press release on October 2, 2018, go to an individual customer or does $TSLA sell to fleets as well? If so, how many went to fleets?
12/ What is the status of Model 3 homologation for Europe? Are there any roadblocks? $TSLA
13/ Aside from red brake calipers, are there any hardware differences whatsoever between the Model 3 AWD and Performance variants? $TSLA
14/ To the nearest hundred, how many customers will receive the required hardware update to realize full self-driving free of cost from $TSLA?
15/ As a follow up, what will this cost $TSLA and how are you accounting for it in your financials?
16/ Separately, you began collecting cash for full self-driving from customers in October, 2016. Can you say definitively that the features customers paid for back in 2016 will be available in calendar year 2019? $TSLA
17/ Not counting $TSLA employees and other related parties, precisely how many solar roofs have been installed on the homes of paying customers globally as of September 30, 2018?
18/ How many of the 5,000 Model 3s that were factory gated in the last week of Q2 2018 required rework? Were any of these counted in Q3 2018 production? $TSLA
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