Profile picture
, 2 tweets, 1 min read
My Authors
Read all threads
It's 6/1. No ships have arrived this Q to 🇪🇺 so no new inventory. There are ~700 Model 3's and virtually an infinite # of SuX available to choose from, according to tesla.com. Lockdowns have mostly ended, not that it had stopped $TSLA from delivering.

$TSLAQ
Note that usually only a small fraction of inventory cars are shown on the website, so real inventory is most probably higher.

Don't blame it on the sunshine
Don't blame it on the moonlight
Don't blame it on good times
Blame it on the COVID!

Missing some Tweet in this thread? You can try to force a refresh.

Enjoying this thread?

Keep Current with fly4dat

Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

More from @fly4dat see all

Profile picture
fly4dat
@fly4dat
1/ 1st $TSLA ship this Q went to APAC instead of Europe, as everyone expected*.

The second ship? When is there going to be a second ship? Both candidates are far away from the port, doing nothing (h/t @TESLAcharts).

$TSLAQ
2/ * Shipments to Europe are the firsts because it takes longer to ship to Europe. This is the Musk way of managing Cash Flow: fill distant locations first, near ones the last, so EOQ cash will look good, helped by ABL.
3/ I have a theory that Musk will kitchen sink EU Q2, blame it on COVID and try to get away with it. As the markets stand, he might succeed.

Read 9 tweets
Profile picture
fly4dat
@fly4dat
1/ Now that COVID-19 lockdowns have mostly ended or lightened up in 🇪🇺, let's see what the aftermath will be for our favorite California, Shanghai, Berlin, Texas and Mars carmaker.

$TSLA $TSLAQ
2/ Will there be a V-shape rebound? An U? Or an L? We'll see. But we know that lots of ppl have lost their jobs, so the car market will take a while to recover. This will have at least 2 effects.
3/ First, 🇪🇺 demand for BEV's will go down (or not go up as much as w/o C19). That will leave most legacy OEM with battery (and other parts) purchase commitments, but less demand. Remember: BEV's have the highest % of purchased parts.
Read 9 tweets
Profile picture
fly4dat
@fly4dat
1/ Why did Sasha Zahnd, European🇪🇺 sales head of $TSLA quit #Tesla, after less than half a year? His predecessor, Jan Oehmicke (telling name!) fared twice as better: he quit after a full year

Word is that both top managers had disagreements with Musk. What could that be?

$TSLAQ
2/ Of course, we don't know. But we can guess.

Tesla has sent 7 ships to Europe in Q1, after 8 in 19Q4. Despite all those cars available, #Tesla has only delivered less 2/3 of the cars in Q1 compared to Q4. If my math serves me right, 2/3 << 7/8.
3/ Why so few in Q1 if cars were available, and demand is still through the roof, justifying the sky-high market cap? Well, blame scapeCovid. It worked: the market gave Tesla a pass for Q1.
Read 10 tweets

Embed code for your website

×
Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!