Roland Pircher @piloly
Web Dev and Founder. Father of three. Loving tech and digitalization. Tesla & Musk enthusiast and $TSLA long term investor since 2017. ts.la/roland78155 🇮🇹 Joined February 2009-
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Singapore reported 211 Tesla sales and 6% market share for March. 🇸🇬 • Market share is 250 basis points or 71% above the 3-month trailing average of 3.5% • Tesla 3th best-selling brand • 36% Model Y and 64% Model 3 • 4th best third month of the quarter ever and -2% vs. the…
Tesla FSD corner case. 🫣
Tesla Giga Shanghai production was at 77,487 units in March. 🇨🇳 49,498 Model Y 27,989 Model 3 As production was lower than deliveries the inventory decreased to 7 days of deliveries.
New Model 3 Performance launching today 🏎️ → tesla.com/model3-perform… 0-60 mph in 2.9 510 hp / 741 Nm 163 mph top speed — Performance-tuned chassis Same quiet & comfortable cabin plus bespoke chassis hardware for improved stiffness and higher performance baseline. More power,…
And more @Tesla news from Italy!🇮🇹 A new V4 #supercharger is almost ready in Carugate, Italy. It seems like there will be 8 stalls. Located under a shopping mall. Close to a big @IKEAITALIA. Awesome work Tesla Italy! Many thanks to @mmassarenti for the video. @Teslaeurope…
China whisper number of 5.2k Tesla registrations for the week of April 15-21. 🇨🇳 The quarter is -41.1% QoQ and -55.6% vs. 23Q2 the best quarter after 3 weeks. YTD is at -11.7% YoY. PS: Final number will follow in a few hours.
Tesla has lowered all Model 3 & Y prices in China. 🇨🇳 The Model 3 LR and Model Y RWA and LR are now at it's lowest starting price ever.
Launching Tesla FSD (Supervised) in China would add another 2 million potential customers. At a 35% take rate of $99 per month, that's ~$0.8 billion in profit per year. $TSLA
While BEV and Tesla market share declined in Europe in the first quarter. Tesla's BEV market share grew 210 basis points to 19.1%. The second highest in the last 4 years. Still down from last year. It's interesting to see the pattern. BEV market share peaks in Q4 because most…
While BEV and Tesla market share declined in Europe in the first quarter. Tesla's BEV market share grew 210 basis points to 19.1%. The second highest in the last 4 years. Still down from last year. It's interesting to see the pattern. BEV market share peaks in Q4 because most… https://t.co/ygSrr9iQeq
ACEA reported March European care sales. 🇪🇺 It's disappointing to see an uptrend of ICE in Q1 every year. I am also disappointed to see the trend of HEVs aka hybrids. The BEV share dropped from 13.4% in last Q1 to 13.2%.
Gary Black @garyblack00
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The Tesla Club Austria Cybertruck 📐 got delivered and is on its way to Austria 🇦🇹 We can‘t wait to present it to you at the Tesla Takeover Europe 😍
Folks, today was my final earnings call with Tesla. About a month ago, I spoke with Elon and Vaibhav, to announce that I’m going to be retiring from the world of investor relations and moving on. I’ll be helping out for another couple of months or so, to make sure that there’s a…
#MilanoHypermile: 609km (378,41 mi) on a single charge! That’s a new World Record set by driving the new Tesla Model 3 RWD from 100% to 4% in #Milan, with the hellish traffic of #MilanDesignWeek. @elonmusk @andst7 @cb_doge @SawyerMerritt @piloly @WholeMarsBlog @mayemusk
Hi everybody. Here are my estimates vs. consensus for Tesla's earnings tomorrow. Non-GAAP EPS for Q1 2024: • $0.46 My Estimate • $0.48 Analyst Consensus Automotive gross margin excl. regulatory credits: • 14.6% My Estimate (down from 17.2% in Q4 2023) I was planning to post…
@piloly Thanks. It's important information to understand to ignore most of the FUD surrounding $TSLA Q1 sales declines 👍
@piloly Unfortunately, we have not automated this process yet indeed. But we will be sure to forward your feedback on this subject.
@piloly Hi Roland, just to be sure, we can help if you want to vote in a shareholders meeting. Please find the information in English here: degiro.ie/helpdesk/tradi… Or for Italian clients here: degiro.it/helpdesk/possi… There should be a Help page on this for every country. Hope this helps
@WolfiMartin @piloly The necessity to connect with Say is only relevant for the quarterly Q&A, it has no relevance to the shareholder vote. Each broker decides if their individual clients can or cannot vote annually. If your broker doesn't allow you to vote, the only way to vote is to move your…
@piloly There isn't. You'll need to register with Say. If your broker doesn't allow you to connect with Say, I'd recommend going to another broker.
The worst investors in the world said $TSLA was a massively overvalued fraud that would go bankrupt without ever being profitable when it was valued at $30B. They said the same at $60B. “Massively overvalued”. They said the same at $120B. “Massively overvalued”. They said the…
@piloly @MartinViecha Hi. You’re confusing voting for questions with say and shareholder vote. maybe this guide will help
At a time when Elon sees the need to have an important voice in decision making as Tesla is developing into a juggernaut AI company, every vote counts. As a german shareholder, my votes don‘t count, bc my german broker isn’t able to provide this service. These technical issues…
@piloly @MartinViecha Terrible system if most retail investors cant vote (including me)
@piloly disastrous, even the VW main page in NL that for years pretty much featured pure BEV is now back to hybrids x.com/electricfelix/…
Volkswagen NL, HOW do you explain people would pay nearly 10K extra to go HYBRID compared to EV: aka EVs are way cheaper than Hybrids TODAY Welcome to The Netherlands #alwaysbecharging
Robotaxi Teslas will drive 5x the miles of personal cars. This is: 5x displaced ICE miles 5x+ value to users 5x++ profit to investors Environment, customers, and investors are perfectly aligned here. Tesla can keep making personal cars but every effort should be made to…
Thanks Cat for laying all details on the table for your predictions of upcoming Q1 earnings call. This is the transparency I’d like to see from those analysts who just throw up fantasy numbers but never show the underlying data behind their “assumptions”. You, @TroyTeslike ,…
If you can't be bothered to read Part 1 and Part 2 (with explanations), here is the TLDR version: Revenue $21.45B (-8% YoY) Auto Gross Margin Ex Credit = 15.8% (last quarter was 17.2%, last year was 19%) Operating Margin 6.1% (last quarter was 8.2%, last year was 11.4%) $0.48…