Read on Twitter
$TSLAQ
1/ Short thread on the new Chinese revolver loan agreement included in the latest 10-Q.
It seems the loan was established very late in the quarter.
Was it planned or did they spot the FX opportunity quite late?
1/ Short thread on the new Chinese revolver loan agreement included in the latest 10-Q.
It seems the loan was established very late in the quarter.
Was it planned or did they spot the FX opportunity quite late?
2/ It seems Musk will besides the Twitter sitter also have a business sitter.
3/ But the most interesting part is where is stated that the sole vehicle supplier is $TSLA NL.
Besides that the transaction done via this loan got them an FX gain in other income in Q3, are they actively circumventing China tariffs this way by using NL as an intermediate?
Besides that the transaction done via this loan got them an FX gain in other income in Q3, are they actively circumventing China tariffs this way by using NL as an intermediate?
4/ It's clear GF1 will have to support GF3 initially by supplying battery packs for local production there.
From the Risk Factors in the 10-Q.
From the Risk Factors in the 10-Q.
5/ Then there is the new agreement with Panasonic.
$TSLA NL is also involved. Again by acting as an intermediate to circumvent the China tariffs to get the GF1 packs in GF3?
$TSLA NL is also involved. Again by acting as an intermediate to circumvent the China tariffs to get the GF1 packs in GF3?
