Revelation

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$SOL project. Amazing

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@19MKR88 @megtirrell What about non-hospitalised deaths and the fact that deaths are a lagging indicator? 0.6% is a lower bound

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@TroyTeslike @craigfis Have you stopped using actual EU registration data and EU estimates are now solely based on shipping?

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@markbspiegel @O__rust Agreed, but what the hell is happening in the Netherlands? Registrations are going through the roof even after accounting for Q2 channel stuffing

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@Paul_M_Huettner @markbspiegel You clearly need a strobe light. Demand is just too fast

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@ahirschy31 The task is very simple - just do the magic with discounts/incentives to solve this imbalance created by evil shorts

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@JCOviedo6 @elonmusk The goal is not to sell any products, it's to show that SolarCity is alive and doing well

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@Bay_Resists @davidweidner @Tesla @elonmusk @Porsche Umm, no you wouldn't, it's not a credible threat. You are officially #tsla lemming for life

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@jaberwock2 Great analysis, however doesn't it imply that there are around 400 unaccounted M3 in Q1+Q2 revenues? @JCOviedo6

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@fly4dat @shortshorts90 @JCOviedo6 has very good explanation. He estimates that around 2500 cars have been financially delivered in NL in Q2, but are to be registered in Q3. This is based on Q2 NL deliveries vs revenue

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@TeeKay_EV @NuovaRealta @ErikSdalen @VWGroup @Tesla So "Funding Secured" is ok?

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@PhilaPort @Tesla @XAutoWorld100 Cc @fly4dat does this change your Q3 EU estimate?

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@fly4dat @DeBoezelaere @RuerdHeeg Oh, it's per model and not per calendar year. That makes much more sense

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@fly4dat Taxes would make sense, but I am struggling to understand why is iPace basically dead in 2019, yet in 18Q4 was impressive ahead of tax changes

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@fly4dat Thanks. Will keep an eye on the update. Do you have any reasoning re disparity between NL vs NO M3 deliveries?

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@TESLAcharts @BradMunchen @Paul91701736
@fly4dat
Could you please help me get unblocked from $TSLAQ blocklist?

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@TESLAcharts I've got blocked by @TESLAcharts for above tweet. Even if the tweet is not necessarily accurate, this shouldn't be a reason to block fellow $TSLAQ member