@callernaked.bsky.social
Early active $TSLAQ member on Xitter, see @CallerNaked history there
Thanks CD, had not thought of that possibility.
#Tesla deliveries got a big boost from Turkey in Q2 and Q3, but it seems like September was back to « normal » there.
Time will tell!
This configuration is not compatible with local production.
It is more consistent with #Tesla producing Model Y destined for Europe in Shanghai.
@coverdrive12.bsky.social
4/4
Combine that the #Tesla Model Y delivery times in Europe pushed back to December (for the popular trim.
Source Tesla website.
If Berlin Giga is producing, where are the cars going ?
3/4
At the same time the Q4 deliveries of the same Model Y are off to their slowest start of the last 2 years.
Source: eu-evs.com
2/4
Update on #Tesla European Q4 deliveries and inventory:
Something very weird going on!
New Model Y inventory is very low: only 310 listings for all of Europe.
Source: EV-inventory. com (before Tesla-info .com)
🧵 1/4
How much capital would one need to consistently sell naked calls to totally neutralize the gamma squeeze that many use to explain the Tesla stock price drift up?
01.10.2025 19:18 — 👍 2 🔁 0 💬 1 📌 0Florian and Mark learned to grift and fraud from the world-number one: fElon skuM.
Not sure they understand how fElon used and abused them. They would rather blame « regulators » for their insolvency, not irresponsible risk-taking with other people’s money.
MisterGreen will get liquidated in due time.
Co-founders Florian Minderop and Mark Schreurs are already preparing their next grift, milking the hordes #Tesla fanboys.
They may therefore try to dissociate themselves from this scandal.
I hope MisterGreen bondholders stop them.
End of 🧵7/7
3. Article on FD
This article mentions both #Tesla and MisterGreen.
Link to the paywalled article and screenshots below.
6/7
t.co/2OLgcRakgF
The Telegraaf article does not mention #Tesla by name.
But this very crowdfinancing platform was used by
MisterGreen to increase leverage and buy thousands more #Tesla cars.
5/7
Last Thursday Dutch media also exposed the "sustainable investing platform" that allowed this greenwashing scandal.
2. Telegraaf article on DuurzaamInvesteren
Paywalled unfortunately, so screenshots below.
4/7
t.co/keIPgQwPAp
The audio report goes deeper than the article.
In my numerous threads on MisterGreen I predicted this outcome. Over 2 years ago.
It was so obvious. Why have regulators still not put a stop to this greenwashing scandal?
3/7
Dutch retail investors, who in total lost €22M, are enraged and are finally getting their voice heard in the media.
In Dutch, but language is not an issue in the age of AI.
1. @bnr article on MisterGreen.
2/7
www.bnr.nl/nieuws/mobil...
Didn't have the cash to buy a #Tesla car?
Couldn't afford the monthly lease payment for one?
How about you give me €1'000 and I pay you 5% pa to "accelerate the transition to electric cars"?
That was the proposition of MisterGreen. But now your "investment" is lost.
🧵1/7
turns out Tesla's Austin "robotaxis" have crashed three times already, apparently within the first ~7,000 miles of operation!
two appear to be the Tesla getting hit, but one was clearly the Tesla hitting a stationary object, resulting in minor injuries
not great!!
www.forbes.com/sites/bradte...
fElon skuM could have bailed out MG for a mere €50M.
But the MG co-founders are just useful idiots to him, having outplayed their role in boosting the #Tesla share price back in 2019 with fantastic delivery numbers in the Netherlands.
$TSLAQ
End of 🧵 13/13
The promo for their next mission to Shenzhen is still up.
The MG co-founders did not even go to Austin themselves, they sent their chief propagandist Kees Roelandschap
In any case this "Mission" was always just a desperate attempt to find more capital for MG.
12/13
The MG 2023 financials reveal that MG co-founders
Florian Minderop and Mark Schreurs got paid €120k each for their "services".
They tried their hand at a new grift around #Tesla: Trade missions to Austin, Texas.
bsky.app/profile/call...
11/13
In its statistics, DuurzaamInvesteren (DZ) only counts about €2.0M of MG bonds as being "in arrears", despite MG informing its bondholders that the default is total.
Including all MG bonds, the default rate of DZ-sources loans is AT LEAST 17.8% !
10/13
The subordinated bondholders, who lose 100% of their investment (€20.9M outstanding), should also blame the crowdsourcing platform (DuurzaamInvesteren .nl) and AFM, that should never have allowed this #greenwashing scandal.
9/13
Here is a link to the thread about the investigative journalism article, proving that MG was already liquidating part of its fleet at bargain prices during 2025:
8/13
bsky.app/profile/call...
Whether operations continue now depends solely on the senior lenders, who are already facing a haircut of at least 85%, assuming they can run off the lease book to the last car.
At a certain point it will be easier to just liquidate the fleet and recover about 50 cents to the $.
7/13
MG financials do not say how many #Tesla cars remain in its fleet. The founders boast about HOW BIG THAT SLEEPING ROBOTAXI FLEET is all the time on Xitter though.
Suppose 4'000 cars remain, then €100M would be a good estimate of current fair value of the fleet.
6/13
The book value of the fleet is still too high, as the MG 2023 financials are based on the "ongoing concern" assumption.
The MG auditor, whose "going concern" assumption for 2022 financials had been challenged, refused to play ball this time.
5/13
x.com/CallerNaked/...
The only difference between "prelim" and "final" MG 2023 financials is exactly due to the write-down of the fleet value by €41.3M, or 24% !
4/13
I had pointed out that the book value of the MG fleet in the "preliminary" 2023 financials, published in January 2025, still seemed way too high.
3/13
bsky.app/profile/call...
Last Friday MG finally published its "final" 2023 financials, more than a year late.
MG finally admits that it is DEEPLY insolvent, with book value of equity a negative -€33.2M, versus a book value of its #Tesla fleet of €130.7M.
2/13
The recent increase in #Tesla shareprice is of no help to
MisterGreen (MG), a Dutch leasing company that has bought about 6'000 #Tesla cars.
This #CanaryInTheTeslaCoalMine is still operating (running off the lease book) but dying a slow death ⚰️.
Mega 🧵 1/13
💥Confirmed: MisterGreenEU
has sunk into deep insolvency!💥
The 2023 financials of this Dutch car leasing company with a 100% #Tesla car fleet finally came out yesterday.
Will make a longer 🧵 linking back to my two years of exposing those fElon Skum fanboy co-founders soon!
Only Kees went.
Mark’s “Trade Mission” grift does not seem to have taken off, even if the website was still up last time I checked.
