1/ $TSLAQ serious Q. Based on SGF reports and various assumptions M3 demand just fell to <35% (or less) of Q4, MS/MX are also expected to fall 10-25%. Even if they can ship to EU (not going into this), this most probably means BK in/around March.
2/ I guess they don't want to just wait and see this. The most prudent action IMHO would be Ch 11, but that would wipe out Elon, so that's likely not happening. What do they do?
a) further price drop(s). Which would also kill the stock, no? Also, if US price drops, EU should too
a) further price drop(s). Which would also kill the stock, no? Also, if US price drops, EU should too
b) SR, which might take too long to the market (unless SW limited MR)
c) leasing. If they could do that, they'd done it before, no?
d) MY + deposit. Unlikely IMHO.
What else? I'm ruling out a cap raise and pls focus on actions that could bring back demand instead of capital/loan
c) leasing. If they could do that, they'd done it before, no?
d) MY + deposit. Unlikely IMHO.
What else? I'm ruling out a cap raise and pls focus on actions that could bring back demand instead of capital/loan
3/ As a sidenote, EU M3 demand after the initial 14k is now at around 35k/Q, quickly dropping. 35k would be enough, but my estimate is around 10k/Q, which isn't.
