Seems pretty likely that's what will happen. Like you said, too many people willing to donate money either via stock dilution or paying more than they normally would for a car/"maintenance"/insurance/depreciation to look like they are helping the environment.

Speaking of setting things on fire, new model solar roof has launched. Wonder how popular they will be. Seems to make no sense for existing buildings but maybe on new builds.

Yeah, insane and hilarious. The funniest thing is how he has a good memory for everything else, but when it touches on the Solarcity acquisition which is where the straight up fraud happened, he says "I don't recall" a hundred times. Fortunately for the lawsuit he doesn't need to; it's all extensively documented in board minutes and emails.

I wonder if he hasn't done enough to stave off the lawsuit. The moment discovery was approved earlier this year, he started tweeting about Solar again, starting increasing sales and installs, after 2.5 years of progressive shutdown and firings where their sales dropped 90% and Solarcity was all but dead. Now the stock is at $325 after a much needed "miracle quarter" from supplier rebates (likely Panasonic bailing them out again like they did to manufacture the profit in Q3 2018), solar roofs V3 is out, and installs are up 50% from last quarter (down only 80% now). Musk is pushing the notion that there was a Model 3 emergency such that all solar staff had to be diverted to Model 3. It's not credible at all (and doesn't explain the mass firings and shutdowns long after the Model 3 crisis was over), but I wonder if it isn't enough to weasel out.

I'd like to think judges are smarter than that.

Still rallying. Brutal.

you just know he wishes this whole solar thing would just go away.
it's just such an awful business to be in with the meager amount of capex they have.

they were just silently shrinking the business to death, then came the depositions and questions about the $750m they got in NY and here we are.

Do you entertain the possibility the solar city acquisition was legitimate and will grow into a successful and profitable component of Tesla's business?

Elon Musk didn't "entertain the possibility". Until discovery proceeded in the Solarcity trial, at which he point he went into megapanic mode, he was progressively shutting it down. It was near dead when discovery began the quarter before last:



The board of Tesla also fully rejected the possibility that the acquisition was legitimate, voting it down multiple times and being adamantly against it despite pressure from Musk. He finally had to strongarm them to get it passed, bailing out himself, his bankrupt business, his cousins, and his reputation. These are facts, by the way; discovery has given us the whole evidence trail.

Targeting 1000 solar roofs per week, with a total addressable market of 100,000,000 homes globally. Hiring in Buffalo. Building manufacturing capacity. These things take time.

You are like a flat Earther, wilfully ignoring evidence to the contrary of your theory.

LOL @ using Teslaq as a source too.

Descapito if you're gonna troll learn to be better at it

Yes, we all know how Musk's targeting works...how did "zero doubt" about 10,000 Model 3 per week by the end of 2018 work?

For that matter, how did the original solar roof targets work out?

Yeah, bulls said the same about solar (and the solar roof) three years ago. Result:



Not capturing much of that addressable market, are they? Clearly Musk himself doesn't see an addressable market, which is why he progressively shut everything down until the lawsuit panicked him into pretending to ramp it up again.
Hiring in Buffalo? They're hugely understaffed such that they're not even meeting the tiny minimum needs, and even then staff are standing around idle, and newspapers are openly calling it fraud.

You're like a creepy cult follower, swallowing down anything your cultdaddy says to you as if it's fact. Remember when everyone believed Musk when he said $420 funding secured, and lost a fortune? Remember when you believed Musk when he said he's installing solar to power all of his superchargers, and go off grid, before I had to give a physics lesson?

The source is Tesla's own shareholder letter. When those numbers are put in Excel I don't credit Microsoft as the source - it's Tesla's own number just put in a graph.

Anyway, I know you don't believe any of what you say here. Not sure if you're paid or bored - hopefully paid for your sake.

Tesla selling off as the 10Q shows that the profit was completely bogus, changing warranty accounting, FX tailwinds, supplier rebates, other accounting BS, all on-time adjustments. In comparable terms they had a decent loss rather than a profit, as TeslaQ predicted. Margins and costs haven't improved at all. The letter was fiction.

Roth Capital downgraded them on the BS and said there is no margin improvement - Tesla's business is still a dying dog.

Up 30%/$75 on a pure lie from a known conman, liar and fraud. Amazing stuff.

Solar is up 48% QoQ. Up and to the right.

You also ignored energy storage which is up 15% QoQ and 99% YoY.

Shady omission by you imo.

Thread title should be updated to:

TSLAQ showing cracks?





How you like dem apples TS?

And 54% YoY!!! Oh wait, there's a negative sign in front of that

Are we really bragging about 43 units? Am I reading that right?

43 MW (MegaWatts)

I'm never sure whether you're dumb or dishonest, but I'm going with both at this point. The point of that graph is to show how Musk progressively shut down SCTY over years, and only panic-started it again when discovery proceeded:
The "shady" omission you claim I made is literally mentioned right in the post. It's the very point!

You're either casting aspersions deliberately knowing they're false (hey, Elon smears innocent people as pedos, if you willingly follow a piece of **** like that you must be one yourself), or you're not that bright.

Post hoc ergo propter hoc.

You shouldn't use terms you don't understand, it just makes you look silly.

I predicted this ahead of time when discovery went ahead, that he would desperately try to revive the solar business to take the sting out of this (very serious and expensive if he loses) lawsuit, which had him dead to rights at the time discovery began. He did exactly that.

At 10KW/house that's 4000 houses. It's a complete joke. Some local businesses valued at a few million dollars will do more volume than that.

And the people that have it installed don't even pay for it - it's a 20 year lease on rapidly devaluing asset (panel cost is declining, efficiency is improving), so there's no money coming in and it relies on financing and the person not going broke. It's a completely screwed up business that existed solely to soak up taxpayer money (see: all of Musk's businesses) and is a guaranteed bankruptcy. Hence why they bailed it out. I think even Spurious would agree that Solarcity is a bankrupt company with no hope.

While it's fun to read this. It's important to remember that reading one side of a deposition is like only hearing one side of the testimony at trial.

I have no dog in this fight but I bet someone could pull some pretty compelling testimony on the other side if they had the oppo deposition transcript.

What the hell is an "oppo deposition transcript"? And why would Kimbal's or Musk's own lawyers interviewing him be worth reading?

For the same reason the jury listens to cross examination.

Listen, I'm not saying that Musk didn't do what he is accused of. I'm just pointing out the fact it is not smart to look at snippets of a depo and assume that you are getting the full picture. Have you ever sat in or been a part of a deposition? Most of the facts etc. being pulled from the deposition or the, lol, plaintiff's complaint has a high probability of being misinterpreted as truth when in reality there are often countervailing facts on the other side. If this was a slam dunk case they would have settled already. In fact, there is a possibility some of the stuff he is saying, or that is in the emails, won't be admitted into the actual legal proceeding.

I think you are french so you might not understand how the U.S. legal system works. Civil law systems and common law systems are pretty different.

Cliff Notes: Don't be naive.

I know nothing about this case but would guess: 1. It will never try and 2. It will be settled out of court for an undisclosed sum.

Hell, I don't even know what the plaintiffs are claiming but I would be willing to guess that whatever the cause of action is it has very hard elements to tick just from the nature of what I'm assuming the claim to be i.e. intentional stock manipulation. Also, what state is it filed in? If it's cali you better believe that a jury is going to be TSLA biased. I wouldn't count on that lotto ticket coming in anytime soon imo.