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The Naked Caller Profile picture
The Naked Caller
@CallerNaked
Big $TSLAQ fan! Former owner of S85D. Survivor of the $TSLA burning of the shorts. #TeslaFraudIsBiggerThanWirecardFraud
Sep 26, 2024 • 7 tweets • 3 min read
Florian got strong engagement on this meme!

I don't know if he has kids (co-founder Mark Schreurs has 4 as per twitter bio),

but if he does, I hope they won't grow bitter about their dad losing their college money.

Meanwhile, $TSLA realities bite hard:

1/7 In just 20 days since below tweet, MisterGreen (MG) 's offer for $TSLA occasion lease has increased from 151 to 178 cars.

This means that clients are returning end-of-lease cars faster than MG can find new customers for their occasion lease program.

2/7
 Image
Sep 18, 2024 • 9 tweets • 3 min read
A year has gone by since @MisterGreenEU, the preeminent #CanaryInTheTeslaCoalMine, published its 2022 financials.

Time to evaluate the predictions in my thread from last year dedicated to that occasion.

TL/DR: my predictions aged like a 2000 Saint Estèphe Calon Ségur!

🧵
1/9 MisterGreen (MG) is still operating, while I said "probably NGMI".

Does that make me wrong?

I would argue that I got this right, as MG stopped paying interest on its subordinated debt, and had its Senior Lenders step in to control business.

2/9
Aug 23, 2024 • 12 tweets • 3 min read
MisterGreen, the Dutch leasing company owning 4'500 $TSLA cars

🚨 is not paying interest on its €22M subordinated bond program anymore 🚨

which means that the Senior Lenders have taken control.

Proof: circumstantial, but solid. See below.

🧵1/12 There was no public announcement from @MisterGreenEU, its founders @fminderop and @mark_schreurs, or the regulators.

Then how come none of the thousands of bondholders have manifested themselves on Google or Xitter?

2/
Jan 22, 2024 • 11 tweets • 4 min read
$TSLA Q1 2024 deliveries and inventory in Europe:

Focus on Model 3 Highland, and how the situation differs strongly from one country to the other.

The local inventory (cars labeled as "available for immediate delivery") shows a weak situation in some countries.

1/11 Looking at the tesla-info source, one might have the impression that Model 3 Highland inventory is building up, and interpret that as a sign of weakness.

But tesla-info does not distinguish between "in transit" and local inventory.

Also, 600 cars is not a lot.

2/11 Image
Dec 10, 2023 • 12 tweets • 4 min read
$TSLA Q4 European deliveries and inventory:

🚨 Unsold Model 3 Highland increasing and spreading to more countries (6) 🚨

🚨 Model 3 Highland discounted as "demo model" 🚨

🧵⬇️ Best way to detect an increase in inventory is

tesla-info. com:

Some 86 Model 3 got added to European inventory overnight from Friday 08 DEC to Saturday 09 DEC

(btw sorry for not feeding your $TSLAQ thirst yesterday afternoon already) Image
Nov 3, 2023 • 5 tweets • 4 min read
Today's HandelsBlatt article about $TSLA whistleblower Lukasz Krupski is too important to just leave it up to the perseverance of each $TSLAQ member to find it.

So here is a good-enough English translation of the entire text,

17 screenshots:

1-4:


Image
Image
Image
Image $TSLA HandelsBlatt article

English translation, pages

5 - 8:


Image
Image
Image
Image
Sep 11, 2023 • 4 tweets • 2 min read
This satirical @FT article, Alphaville section, by Bryce Elder, is a succulent roast of Adam Jonas' latest $TSLA "analysis", and is too good to stay behind a paywall.

So I offer a gift link that can be opened 3 times.

on.ft.com/3PzqSXO I am ready to use my 10 monthly gift links on this article.

But a second link to the same article has the same URL, so multiple links for one and same article may not work.

Someone let me know if above link did not work, and this one did:

on.ft.com/3PzqSXO
Apr 28, 2023 • 16 tweets • 6 min read
$TSLA European inventory: major update.

TL/DR: the situation is demonstrably worsening, but you have to look beyond the inventory trackers to see it.

This 🧵 uses the UK and the Model S / X as harbingers of a more general deterioration. Interpreting the data is not so straightforward.

The popular inventory trackers offer only a snapshot (left pic).

We can see visible inventory go up, but that does not say anything about deliveries.

EU-EVS seems to indicate Q2 deliveries are even ahead of Q1 (right pic)! ImageImage
Mar 8, 2023 • 4 tweets • 2 min read
$TSLA inventory situation update,

Case study: Model X in the US

The inventory made a "step exponential" two nights ago. Source: tesla-info. com, corroborated by EV-CPO and Tesla US site.

What to make of this? EV-CPO data informs us that $TSLA decided to show hundreds of cars that it had kept hidden until two days ago.

$TSLA kept producing Model X standard and PLAID versions until at least last Monday: see "Build date".

Note also that there is no attempt to sell EAP, let alone FSD.
Mar 7, 2023 • 4 tweets • 2 min read
$TSLA inventory problems in Europe - case study France.

"How to knock another 3% off the prices as the two last prices did not work."

It is easy actually:

Put a couple of hundred km on odomoter of Q4 2022 inventory and move them from "new" inventory to "used" inventory. This is how it looks like over on Tesla .com France.

It does not look like a discount at first sight, as $TSLA added EAP, which is "valued" at 3'800 € in France.

ALL of these Q4 2022 cars have EAP added to them, same practice as previous quarters btw.
Mar 6, 2023 • 4 tweets • 1 min read
Bodyguards seem to last longer around Musk than his CFOs or lawyers.

The one in blue shirt on the right has been driving Musk around at least since January 2019.

How do I know that? In January 2019 Raven Vanderaeve, prominent $TSLAQ warrior who one day disappeared without saying goodbye, asked me for help with a picture of Musk visiting Zeebrugge, then touted as the beachhead for $TSLA invasion to annihilate European legacy carmakers.
Mar 6, 2023 • 5 tweets • 2 min read
$TSLA European Q1 2023 inventory update.

TLDR: it is worse than you think!

The price cuts work, but only for the cheapest Model 3 and Model Y trims.

The devil is in the detail: We have different sources to get a view on the overall inventory situation.

EV-CPO allows to filter out the 2022 builds, and only consider those builds shipped for potential delivery during Q1 2023.

At first sight it looks like the price cuts are working for Model Y: Image
Oct 16, 2022 • 4 tweets • 2 min read
🚨🚨 $TSLA Q4 not sold out in Europe !!! 🚨🚨

Overnight, about 30 model Y, built in China between 24 and 27 September 2022, appeared on Tesla France.

The build dates suggest the cars are currently on one of several boats carrying $TSLA cars from China to Europe. Portugal also shows one model Y with same recent build date,

as well as one model 3 built on 26 September in China.
Oct 15, 2022 • 13 tweets • 3 min read
$TSLA has been constrained by demand in Europe since Q1 2022 at least. Now probably in China also.

This will make it a lot harder for @TroyTeslike to keep up his accuracy. He will have to make far more drastic adjustments towards each end of the Q.

A dedicated 🧵. Disclaimer: I pay for @TroyTeslike content on Patreon.

I find it good value for money and highly recommend his work to both $TSLA bulls and $TSLAQ folks.

In this 🧵 I only use his work published on twitter.
Oct 15, 2022 • 5 tweets • 2 min read
$TSLA bulls are happily retweeting Troy's latest update on "backlog".

The problem is that delivery wait times shown on Tesla's website are not in any way indicative of order backlog.

There never was a backlog of >400k over the last 2 years.

small 🧵: Here is some proof for Europe that delivery time is not indicative of backlog:





Nov 29, 2021 • 19 tweets • 5 min read
$TSLA Q4 🇪🇺 delivery update,

integrating EM's "leaked internal mail".

TL/DR: Elon is gaslighting bulls and bears alike, winning time to dump more shares in Q1 2022 and perhaps early Q2 2022.

Report from inside EM's mind (putting on TC's mantle for just a short while): $TSLAQ took EM's mail to mean that Q4 will fall short of prior estimates.

That is too direct a conclusion. I am quite sure that Q4 will beat Q3 in Europe, which is most visible.

Q: Why "start reducing the size of the wave ifo steadier and more efficient deliveries" only now?
Nov 2, 2021 • 9 tweets • 4 min read
$TSLA Q4 delivery cycle in 🇪🇺 :

Concrete signs of weak demand, thread with proof:

1. Overnight $TSLA "unhid" about 12 M3 LR from Q3 and Q2.

No miles, so no test-drive.
Yet offered as "demo" at significant discount.

5% off this beauty in the Netherlands, sitting in Tilburg: 2. Ireland:

The first boat #DonPasquale arrived 10-18, perhaps too late for Q4 cars to reach Ireland.

So most likely the *single* car that $TSLA sold in Ireland for all of October (a M3) must have been a spillover from arrivals in Q3, during which $TSLA sold 168 M3 (0 MY).
Nov 2, 2021 • 4 tweets • 2 min read
Very weak OCT21 car sales out of 🇨🇭.

Part shortages are still to blame.

OEM are clearly allocating scarce parts with priority to BEV, PHEV and MHEV, allowing those to maintain 50% of the market.

This is without help from $TSLA which registered only 58 cars for the month. Image $TSLA OCT21 sales were also very weak in other 🇪🇺 for which data is already available (Spain, Netherlands, Norway, Finland, Ireland, Sweden).

The bulk of 2 ship-loads of $TSLA that arrived in OCT21 should show up in NOV21.

Raw $TSLA market share data for 🇨🇭: Image
Oct 23, 2021 • 6 tweets • 3 min read
What is Troy trying to achieve here?
Walk back expectations in case Q4 underwhelms?

This whole "dampen the wave" is starting to sound very suspicious...

Let's look at some cold hard facts out of Europe.

Thread: Boats for Q4 left SHG a full 20 days earlier than previous quarters.

And the trip took less long, so that the first 3 boats for Q4 arrived a full 26-29 days *earlier* than first boats for Q3!
Sep 23, 2021 • 7 tweets • 3 min read
The $TSLA European Q3 deliveries look set to prove one of the main $TSLAQ bear arguments, making the record-setting absolute deliveries irrelevant:

💠Q3 reveals the cannibalization of M3 by MY.
💠New model pipeline is now effectively empty.

A lethal combination! Norway alone is soaking up 1/3rd of the 15k MY that @TroyTeslike estimates for all of Europe for Q3.

This can be attributed to pent-up orders that were supposed to be gradually filled from Brandenburg factory. So this won't be repeated in Q4.

But Norway is always special case.
Sep 23, 2021 • 4 tweets • 2 min read
So where are we again in the $TSLA European Q3 delivery cycle?

Why, we are at the point where "in transit" inventory has become local, but not all those local cars have been matched to order yet. So close to end of quarter...

Time to get out the *** DISCOUNTS !!! *** These M3 LR for Swiss market are now labeled as "demonstration model" even though they have no miles on them.

The LR MIC was already 2000 CHF cheaper due to Chinese battery and slightly lower range.

Now the discount is almost 4000 CHF or over 7%!