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21 Jan, 4 tweets, 2 min read
1/ The analysts think $TSLA will sell some 820k (+ or - 50k) cars in 2021, with more than 80% of the growth coming in China. MaxedOutMama & I say otherwise:

seekingalpha.com/article/440024…
2/ Much of this article is the summation of a data-dense, fact-intensive blog post by MaxedOutMama. It's another superb piece of work by her. In a just world, she would have more followers than I do.

seekingalpha.com/instablog/4860…
3/ There's also some detail about an intriguing new lawsuit alleging serious misbehavior by $TSLA regarding OTA updates to disguise battery degradation & evade warranty obligations. Thanks to @PlainSite for making the federal court complaint readily available.
4/ Thanks as well to @BradMunchen for pulling together data on what Credit Suisse, Barclays Capital, and Goldman Sachs are forecasting for Tesla in 2021.

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More from @montana_skeptic

Montana Skeptic Profile picture
7 Jan
1/ The last time Elon Musk faced a defamation claim, he richly deserved to lose. He smeared a true hero, Vernon Unsworth, calling him a pedophile. Some might suspect projection on Musk's part...
2/ Unfortunately, Unsworth hired L. Lin Wood (I'm now blocked by Wood, but his Twitter handle is @LLinWood).

The choice was not illogical. Wood had settled many high-profile defamation cases, though it appeared he tried few, if any.
3/ Wood's work in pretrial briefing and discovery was impressive. He survived various efforts to dismiss the case, and developed a powerful body of evidence for trial.
Read 17 tweets
Montana Skeptic Profile picture
2 Oct 20
1/ Short thread on production & deliveries.

First, production. According to Tesla on 7/22/20, its quarterly capacity is now somewhere between 172,500 & 197,500. Image
2/ However, in no quarter this year has Tesla achieved even the low end of capacity.

Q3 is best so far, at between 84% and 73% of capacity, depending upon whether Tesla has, as it stated in its July 22 update, extended Fremont 3/Y capacity to 500k.
3/ Now, deliveries. Having guided to 500k for 2020, Tesla in Q3 achieved a delivery number exceeding the 125k/quarter needed.

However, the Q3 delivery number amounts to between 81% and 71% of installed capacity, again depending on whether Fremont is now at 500k 3/Y.
Read 21 tweets
Montana Skeptic Profile picture
22 Sep 20
1/ I'm advised that DOE was experimenting with tab-less batteries back in 2011. There may well be a reason why no one uses them. h/t @TeeKay_EV

Battery Day
2/ See page 3, point 3. You need to put these two together, as Twitter blocks the whole link:

nrel.gov/transportation

/assets/pdfs/50248.pdf
3/ or, let's try this:

https:

//www.nrel.gov/transportation/assets/

assets/pdfs/50248.pdf
Read 4 tweets
Montana Skeptic Profile picture
16 Sep 20
1/ A thread on $TSLA & $NKLA. Why one scam skates free of regulatory scrutiny while the other one comes under heavy governmental fire.

And why Tesla stock now soars higher than ever.

I'll outline two explanations, both of which were suggested to me by a friend.
2/ First, there can be only One True Church. One True Religion. One True Savior. The heretics must be stamped out. Read about how the Catholics dealt with Arianism; how Magisterial Protestants treated Anabaptists; how Sunnis handle Shiites (& vice versa). So many examples.
3/ Or, in the ideological sphere, where the warring factions seem to share most views, but attempt to exterminate each other: Stalinists v. Trotskyites; Bolsheviks v. Mensheviks. Many other examples.
Read 14 tweets
Montana Skeptic Profile picture
9 Sep 20
1/ Well, count @PrincessDeixa among the fraud enablers. Disgraceful. Let's detail some of the ways.
2/ "Tesla is hiring for 30 different positions."

How many has Tesla hired? Dacia evidently never asked.

How many work there now, after Panasonic has left? Dacia evidently never asked.
3/ What production is happening right now at the Buffalo factory (which, Dacia, is not a "gigafactory").

Dacia evidently never asked.
Read 14 tweets
Montana Skeptic Profile picture
9 Sep 20
1/ Very short thread on a large forest fire at the southern end of the Bridger Range, which started on Friday. Cause unknown, but no lightning, so quite possibly a careless homo sapien on the foothill trails leading to the College "M" and Mt Baldy beyond. Friday afternoon: Image
2/ Friday evening: Image
3/ The response was extraordinary. Planes diving into the dense smoke with retardant. Helicopters descending above the flames with water. Smokejumpers performing heroics to, as it were, draw a line in the sand. Even though still a "Rocky Mountain Type 3 Incident Management event.
Read 10 tweets

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