Discover and read the best of Twitter Threads about #Tesla

Most recents (14)

750 megawatt zoeken voor het #afschakelplan, 5 gigawatt importeren. Grote getallen, maar wat betekenen ze juist? Waarom staat de energie-afrekening in kilowattuur en waarom stoppen we geen zonnestroom in #batterijen? En wat met #kernenergie? Een ⚡elektrisch ⚡draadje!
De watt is de eenheid van vermogen, en is gelijk aan de energie (Joule) die per tijdseenheid (seconde) geleverd wordt. Een waterkoker van “1000W” zet dus elke seconde 1000J elektrische energie om in warmte. Na één minuut is dus 1000W x 60s = 60.000 Joule aan warmte geleverd.
Op een heel jaar tijd komt een gemiddeld gezin aan een verbruik van 12 miljard Joule. Beetje onhandig groot getal, daarom gebruiken we de kWh, of de kilowattuur. Dit is de energie die overkomt met een vermogen van 1 kilowatt, dat gedurende 1 uur geleverd wordt.
Read 23 tweets
United States Securities and Exchange Commission v. Elon Musk
NOTE: Tesla $TSLA is NOT name in the SEC civil lawsuit.
Expect the Board to remove Musk
#TheSociopathicBusinessModel #FraudFormula
scribd.com/document/38961…
"...false and misleading statements made by Elon Musk..."
"...during trading hours, Musk tweeted to his 22 million followers..."
The #Tesla $TSLA board flipped on Musk to avoid prosecution by SEC
#TheSociopathicBusinessModel #FraudFormula #ForcedAccountability
#SECvMusk
"...not knowing..."
Musk will try and use this to shift blame without taking accountability. It will NOT work his time.
#TheSociopathicBusinessModel #FraudFormula #ForcedAccountability
#SECvMusk
Read 39 tweets
Alright, let's do this again:
SEC = Civil
If SEC finds criminal activity they kick to
DOJ = Civil + Criminal
By the time DOJ subpoenas are served civil is known.
Goal of civil is to get enough information to indict on criminal through a grand jury.
$TSLA #Tesla
By the time DOJ subpoenas are served the target(s) of the criminal investigation have already had their trash dug-through by FBI agents for months.
$TSLA #Tesla
By the time DOJ subpoenas are served in criminal investigations most former employers of significance have been interviewed in exchange for immunity. As part of their immunity deal they MUST cooperate with the feds which includes in some cases wearing a wire.
$TSLA #Tesla
Read 25 tweets
Probably not fine.

😕🥃🥃🥃

$TSLA #Tesla
It's always fun to go back and look at who said what when. The bonds above were oversubscribed by 300M. Some blindly cheered it.

$TSLA #Tesla
Included in that were pie in the sky projections of production and margins.
Read 6 tweets
UBS / #Tesla Smoking Gun

1. Paid Munro & Assoc. for #Model3 study
2. Munro recants and says Model 3 is profitable
3. UBS short ~$300M on $TSLA
4. UBS is publicly denying (with information campaign) results of Munro study
5. Munro is sued and gagged (by unknown party)
/3 A sharper view of Munro's logo on UBS footage.

And UBS previously threatening @ElectrekCo with lawyers over a similar Chevy Bolt breakdown. See video.

Read 6 tweets
MUNRO THREAD 1/ If anyone can buy Sandy Munro's #Tesla #Model3 teardown report, why is his ability to do press limited by a contract from an unnamed corporation (as reported by @lorakolodny)?

leandesign.com/pdf/Tesla-3-An…
MUNRO THREAD 2/ Who is the unnamed corporation muzzling Munro? The PDF linked above offers some possibilities: BMW and GM.

The report includes side-by-side analyses of the Model 3 with the BMW i3 and Chevy Bolt.

Might these companies fear head-to-head comparisons with Model 3?
MUNRO THREAD 3/ Another possibility is Siemens. They partnered with Munro to measure noise, vibration, and harshness (NVH) and body-in-white (BIW) performance. Though I can't see why Siemens would care if Munro talked to the press.
Read 12 tweets
Amid report of widening @SEC_Enforcement investigation of @Tesla and concerns about the ability of @elonmusk to run the company, the electric carmaker's stock is down 5.5%.
#Tesla now down 7.83%.
In afternoon trading @Tesla stock down 8.25%.
Read 3 tweets
Real life Iron Man, aka @elonmusk has big plans for humanity.

He appears to be invested in a bunch of random ventures; rockets, $TSLA cars, tunnels..

But I think it's all connected. He's doing all of this with a very simple goal: the long-term survival of humanity.

A thread:
1/ #climatechange or #GlobalWarming is a huge threat. 14% of ghg emissions are from transportation, and 25% from electricity and heat generation. This is where @Tesla comes in. By electrifying our vehicle fleet, we can already eliminate a big chunk of emissions.
2/ The Semi will probably save more CO2 than all other #Tesla vehicles combined. Trucks drive an insane amount of miles compared to cars, & they pull a lot of cargo.

Second part of this is the energy generation & storage with Tesla Energy. Greenify the grid 👉 less CO2 emissions
Read 24 tweets
2018 Q3 Update

This thread presents my quarterly projections, which I believe if #Tesla achieves, would value $TSLA at $2,500 by 4Q21 and $5,000 by 4Q23. I use them to track @Tesla's progress. Poll follows each projection. Please vote, discuss, and retweet for larger sample.
Model S/X
- 2H18: High demand due to credit phaseout
- 30% GAAP gross margin by 4Q18
- Refresh: Interior in 2019; 2170s in 2020
- 2020+ expansion in Asia, LatAm, ME
- Savings benefit customers
- 2025: 200k S/X per year @ 30% GM
$TSLA Intrinsic Value: $1000
Please characterize☝️ projection for Model S/X

$TSLA
Read 23 tweets
WOW! This is flipping insane, stay with me & check out this entire thread, still researching but damn. #BasitIgnet #DalaiLama #Benghazi #NXVIM #BronfmanFamily
#LoebFamilyTree
This just shows how long the deceit had been going on, this is why it will take time to arrest & prosecute. #Qanon #GreatAwakening #WWG1WGA #MAGA
Read 11 tweets
Plusieurs entreprises de la tech prennent cher dans le nouveau générique de "Silicon Valley" saison 5. En premier, Facebook, dont le logo est brièvement remplacé par de l'écriture cyrillique (wink wink Russie wink)
Les gens quittent Uber pour aller chez Lyft (qui sont à présent représentés par des gros bâtiments et non plus des montgolfières) #SiliconValley
Le bâtiment de "Juicero" est à peine construit qu'il est déjà abandonné (pour rappel de la folle histoire de cette startup qui vendait 400€ une machine pour presser des "sacs" de jus qu'on pouvait en fait presser à la main: lefigaro.fr/secteur/high-t…)
Read 6 tweets
1/ It's time to deconstruct this article @cleantechnica republished on #Tesla Energy. I enjoy the site and there is some good reporting there, but I respectfully submit that this article is so materially misleading that it ought to be retracted. $TSLA

cleantechnica.com/2018/03/25/eva…
2/ Let's start with this claim. Did you know that Tesla Energy grew by a 'whopping 516%' in 2017? Me neither. Because it didn't. $TSLA
3/ Tesla Energy consists of SolarCity and their battery business. It did $1.116B in combined revenue in 2017. How did these same businesses do in 2016? Go to the last SolarCity 10K. In 2016 SolarCity did $730.3MM in revenue. $TSLA
Read 11 tweets
1/ A friendly reminder of what really matters with #Tesla. It isn't today's stock action or yesterday's executive departure. That's all noise. Before proceeding, disclosures: short via puts, not investment advice, do your own research, etc. etc. etc.
2/ At the highest level, gross profit - operating expenses - interest = pretax profit. It is really that simple. To assess a company, look at those three things. For $TSLA, gross profit can be divided into auto and everything else.
3/ Gross profit for everything else ex-auto at Tesla isn't pretty. Batteries, solar, services and other. Not good. Roughly a $70MM loss in Q4. Essentially: Auto gross profit must carry things.
Read 15 tweets
@elonmusk @Tesla @TeslaMotorsClub #Tesla 5285 is pissed. since my Tesla is out of warranty. Since I see everyone having issues. I'm going to tear my pos lemon apart. I diagnosed the door, expect a door teardown of why the window does not work right. Fix your QC Tesla.
Thanks for flooding my car, the smell of mold is bullshit.
Next week the #tesla teardown begins. #lemon #designedtofail #tesla

Thanks @Tesla for selling me a $104,000 pile of shit.
Read 13 tweets

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