Badger

@Badger24

Tree-huggin, peace-lovin, pot-smokin, porn-watchin, lazy-ass hippie

Joined May 2008
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  1. Pinned Tweet
    5 Feb 2020

    is the first tech company to have an auto company risk profile.

    1 reply 3 retweets 37 likes
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  2. 4 Sep 2020

    To add insult to injury, Musk vested another tranche of his absurd option grant this week.

    1 reply 16 likes
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  3. 4 Sep 2020

    Robin HODLers that bought into 's ATM offering this week are down a cool 20%+ in 3 days. Now let's see if shareholders are willing to accept getting screwed over like 's customers. If not, we may have finally entered the capitulation stage of this sad story.

    5 replies 6 retweets 79 likes
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  4. 1 Sep 2020

    If I owned a megacap stock and they issued equity via an ATM offering, I'd have to think long and hard about that company's access to capital and the quality of their CFO.

    9 replies 10 retweets 93 likes
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  5. 2 Aug 2020

    rendering cars useless in under a decade due to a lack of replacement parts. And this is somehow supposed to accelerate the world's transition to sustainable energy. There's nothing sustainable or environmentally beneficial about disposable cars.

    This Tweet is unavailable.
    1 reply 3 retweets 33 likes
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  6. Retweeted
    29 Jul 2020

    Not sure if this is happening to anyone else. We had a problem with Delivery Day that says is related to switching AR systems that week. E-signed loan papers which got mangled in the changeover, so e-signed another set. Now we have 2 loans and Tesla got paid twice.

    7 replies 10 retweets 26 likes
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  7. Retweeted
    27 Jul 2020

    Today added about $60,000 of market cap for each car it will sell this year.

    1 reply 3 retweets 40 likes
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  8. 25 Jul 2020

    If you're long , you're encouraging and benefiting from labor exploitation. Your failure to hold the BOD and Musk accountable makes you directly culpable for the injuries and misery sustained by these "bio-robots". Upton Sinclair is shaking his head in disgust & frustration

    Does not care about employees. They are just “bio-robots” to him in the vein of Chernobyl. OSHA has not stepped up. Safety conditions in the “tent” especially were deplorable. Blame falls on Musk.
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    16 likes
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  9. Retweeted
    25 Jul 2020

    Does not care about employees. They are just “bio-robots” to him in the vein of Chernobyl. OSHA has not stepped up. Safety conditions in the “tent” especially were deplorable. Blame falls on Musk.

    7 replies 40 retweets 166 likes
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  10. 23 Jul 2020

    mysteriously ends Q1 with 5 days less inventory than what they said 3 months ago. There's no point in analyzing the financials. They're as fictitious as the tooth fairy.

    Replying to @DowneastCapital @evebitdap @bbm010
    Anybody catch global inventory days (provided in the deck) revised for Q1 from 20 to 25 days?
    4 replies 21 retweets 131 likes
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  11. 22 Jul 2020

    If demand isn't an issue, why is Fremont utilization in the 70's?

    1 reply 2 retweets 32 likes
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  12. Retweeted
    22 Jul 2020
    Replying to

    Yes. Tesla delivered roughly 61k cars outside of China in Q2. If the China vehicles are only like $500/vehicle in credits it would imply like $15MM in China regulatory credit revenue and like $413MM in ex-China credit revenues or like $6,700/car. Seems implausibly large.

    2 replies 2 retweets 25 likes
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  13. 22 Jul 2020

    It's so much easier to run a public company when all you have to do is run Excel Goal Seek once a quarter.

    2 retweets 32 likes
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  14. 20 Jul 2020

    If this is accurate (it's not), it would imply that Q2 utilization was: 43.5% for S/X (7 weeks) 74.2% for 3/Y at Fremont (7 weeks) 76.9% for 3 in China (12 weeks) You cannot make money in autos with that kind of capacity utilization and the encumbent fixed cost absorption.

    Based on my research, Tesla's current production capacity is as follows:
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    4 replies 6 retweets 62 likes
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  15. 19 Jul 2020

    Reminder that this spring, used a public health crisis as a PR opportunity, making grand pronouncements about developing in-house designed ventilators. To date no ventilators have been produced, rendering this another in a long list of fake products and broken promises.

    Engineering update on the Tesla ventilator
    5 replies 27 retweets 126 likes
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  16. Retweeted
    19 Jul 2020

    In fact, leasing juices Musk’s egregious compensation & reported “free cash flow”. Since tsla depreciates lease expense to residual value, counts 100% of lease revenues as FCF & EBITDA. Good times

    now offering leases for Model Y. In 2019 Elon Musk said, "We've been reluctant to introduce leasing on Model 3 because of its effect on GAAP Financials... Obviously, leasing is a way to improve demand, but it makes our financials looks worse."
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    2 replies 5 retweets 35 likes
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  17. 18 Jul 2020

    registering vehicles in NJ that have no basis for being registered in NJ. Throw it on the pile of things this company cheats on. And we're supposed to believe the reported financials are completely above board.

    New Jersey Motor Vehicle Commission doing spot audits of Tesla sales locations. Why is Tesla registering cars in New Jersey when the transactions never have any nexus to New Jersey? h/t
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    4 replies 6 retweets 59 likes
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  18. 12 Jul 2020

    Huge news from on a Sunday night. The Y SR is stillborn. This suggests there's not enough platform demand to justify design, validation, & testing of a cheaper version. SR is ~30% of 3 configs. Y demand must be completely moribund.

    4 replies 12 retweets 56 likes
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  19. 8 Jul 2020

    We saw it plain as day in Q1 already. By virtue of it's vertical integration, 's business model has higher fixed costs than other OE's. Yet magically, margins don't reflect this operating leverage when production and utilization drop. It's an obvious fraud.

    1 reply 19 retweets 92 likes
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  20. Retweeted
    5 Jul 2020

    CEO compensation per car sold: Tesla: $6,220/car Toyota: $0.37/car

    24 replies 162 retweets 780 likes
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  21. 29 Jun 2020

    What leaks more - Elon Musk or the Model Y?

    8 replies 11 retweets 116 likes
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