Tesla Talk 2

It is all one big long accumulator bet with the individual bets becoming more outlandish as time progresses.

You can do the change of ownership online now so this might be easier to transfer it into your name

https://www.vehicleservices.gov.ie/cvo

https://www.vehicleservices.gov.ie/cvo

It makes sense every ex dividend date.

I am waiting for European January Tesla sales data to come in over coming days. Nothing has appeared on eu-evs.com yet but it is still early. I honestly think the next week or two is the last good opportunity to exit Tesla stock holdings as news will only trend more negative from now on.

Check out dividendmax.com for Dividend information. I use them to find out who pays good dividends as it is a factor in my investment decisions. I am not subject to excessively punitive dividend taxation so Bluechips are more attractive to me than to others.

Tesla sales drop 88% in Norway and 42% in France in January 2026.

https://archive.is/o4gXc

same here, v boring, but it makes Tesla the most fascinating valuation case study - a $1.4tn entity that has hugely evangelical tendencies, and pivots wildly a lot to new and shiny things, without ever delivering revenue on the previous pivots.

I doubt you’ll see much fluctuations in the SP as the share register has been cleared completely of anyone who was investing in a car manufacturer. Everyone is in for the future, but that p/e is going to have to come down, and down a LOT.

Edit - As they are winding down the car business, why would people forecast meaningful FSD revenue beyond the next 5-7 years. And FSD subscribers are one of the 2026 great white hopes. It’s revenue is directly correlated with sales of cars with the latest H/W

OH MY GOD!

I think that's it for the company. They are gone.

Based on these numbers I'm expecting about 400k annual sales. The year is far gone and we are well in the worldwide 261 range period.

Shares down 3.6% at the moment but naked panic probably won't set in until after Chinese new year which is end of February.

Any sensible person would shut down Grünheide now but they will wait until China results are announced.

I wouldn't be surprised to see board members sell shareholdings to the extent that doesn't result in them being front and centre of a perp walk

It's a total mayhem by sound of it.

You'd have to get your head examined if you bought a Tesla, especially a Y AWD in Marine Blue, and were waiting for it to be shipped from Germany hoping it was made before the factory was shut down.

Hope my new cylindrical LG battery cells will be better than the budget LG pouch cells MEB uses that are a fire risk and have number of active recalls that VW are trying dodge. The same ones that Jag iPace also have and that also suffer from thermal events. They both seem pretty poor in comparison.

I am only aware of battery problems on early US built id.4 in the US which should have been dealt with under warranty.

Kelly will probably be back to derail that one 🤣