The Naked Caller
@callernaked.bsky.social
Early active $TSLAQ member on Xitter, see @CallerNaked history there
The other MG co-founder Mark Schreurs tried to switch to another grift, but none of his trade missions seem to have attracted paying members.
His website is still up, but there are no updates or related tweets anymore since last June.
7/10
His website is still up, but there are no updates or related tweets anymore since last June.
7/10
November 23, 2025 at 5:19 PM
The other MG co-founder Mark Schreurs tried to switch to another grift, but none of his trade missions seem to have attracted paying members.
His website is still up, but there are no updates or related tweets anymore since last June.
7/10
His website is still up, but there are no updates or related tweets anymore since last June.
7/10
The number of occasion #Tesla cars offered by MG has stabilized to 20-40. MG manages to either sell off-lease cars in the used car market, or re-lease the same car.
Fleet size should be down significantly from the last figure of 4'500, but MG does not disclose fleet size.
5/10
Fleet size should be down significantly from the last figure of 4'500, but MG does not disclose fleet size.
5/10
November 23, 2025 at 5:19 PM
The number of occasion #Tesla cars offered by MG has stabilized to 20-40. MG manages to either sell off-lease cars in the used car market, or re-lease the same car.
Fleet size should be down significantly from the last figure of 4'500, but MG does not disclose fleet size.
5/10
Fleet size should be down significantly from the last figure of 4'500, but MG does not disclose fleet size.
5/10
MG eventually does link to its financials on its website.
But in general operations, including website updates, have been reduced to a strict minimum.
No news articles about its insolvency, no updates on fleet size.
4/10
But in general operations, including website updates, have been reduced to a strict minimum.
No news articles about its insolvency, no updates on fleet size.
4/10
November 23, 2025 at 5:19 PM
MG eventually does link to its financials on its website.
But in general operations, including website updates, have been reduced to a strict minimum.
No news articles about its insolvency, no updates on fleet size.
4/10
But in general operations, including website updates, have been reduced to a strict minimum.
No news articles about its insolvency, no updates on fleet size.
4/10
But why is that? #Tesla is certainly not production constrained for Model Y in Europe!
#Tesla sold down new car inventory all over the world during Q3, and inventory in Europe kept going down during Q4.
What is happening @coverdrive12.bsky.social ? Turkey alone can't explain all of this.
4/6
#Tesla sold down new car inventory all over the world during Q3, and inventory in Europe kept going down during Q4.
What is happening @coverdrive12.bsky.social ? Turkey alone can't explain all of this.
4/6
October 30, 2025 at 8:20 PM
But why is that? #Tesla is certainly not production constrained for Model Y in Europe!
#Tesla sold down new car inventory all over the world during Q3, and inventory in Europe kept going down during Q4.
What is happening @coverdrive12.bsky.social ? Turkey alone can't explain all of this.
4/6
#Tesla sold down new car inventory all over the world during Q3, and inventory in Europe kept going down during Q4.
What is happening @coverdrive12.bsky.social ? Turkey alone can't explain all of this.
4/6
All the more since #Tesla Europe seems to have an order backlog for the more popular Model Y cars.
Not a single unit RWD LR available from stock and only 6 units RWD SR+ for all of France, and expected delivery time pushed out to early 2026!
3/6
Not a single unit RWD LR available from stock and only 6 units RWD SR+ for all of France, and expected delivery time pushed out to early 2026!
3/6
October 30, 2025 at 8:20 PM
All the more since #Tesla Europe seems to have an order backlog for the more popular Model Y cars.
Not a single unit RWD LR available from stock and only 6 units RWD SR+ for all of France, and expected delivery time pushed out to early 2026!
3/6
Not a single unit RWD LR available from stock and only 6 units RWD SR+ for all of France, and expected delivery time pushed out to early 2026!
3/6
The Q4 deliveries in the 6 countries with daily data does not seem too bad, lagging just a bit behind Q3.
Nothing an end-of-year rush couldn't solve, right?
2/6
Nothing an end-of-year rush couldn't solve, right?
2/6
October 30, 2025 at 8:20 PM
The Q4 deliveries in the 6 countries with daily data does not seem too bad, lagging just a bit behind Q3.
Nothing an end-of-year rush couldn't solve, right?
2/6
Nothing an end-of-year rush couldn't solve, right?
2/6
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
Source: eu-evs.com
2/4
October 19, 2025 at 12:29 PM
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
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
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
October 19, 2025 at 12:29 PM
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
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
3. Article on FD
This article mentions both #Tesla and MisterGreen.
Link to the paywalled article and screenshots below.
6/7
t.co/2OLgcRakgF
This article mentions both #Tesla and MisterGreen.
Link to the paywalled article and screenshots below.
6/7
t.co/2OLgcRakgF
September 27, 2025 at 10:18 AM
3. Article on FD
This article mentions both #Tesla and MisterGreen.
Link to the paywalled article and screenshots below.
6/7
t.co/2OLgcRakgF
This article mentions both #Tesla and MisterGreen.
Link to the paywalled article and screenshots below.
6/7
t.co/2OLgcRakgF
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
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
September 27, 2025 at 10:18 AM
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
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
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 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
September 16, 2025 at 7:13 PM
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 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 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 MG auditor, whose "going concern" assumption for 2022 financials had been challenged, refused to play ball this time.
5/13
x.com/CallerNaked/...
September 16, 2025 at 7:13 PM
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 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
4/13
September 16, 2025 at 7:13 PM
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
4/13
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
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
September 16, 2025 at 7:13 PM
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
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
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
September 16, 2025 at 7:13 PM
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
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
I can't prove it (yet) but I bet that that steady trickle of #Tesla cars being auctioned off via Troostwijk in Alblasserdam (Netherlands) also originates from MisterGreen, that #CanaryInTheTeslaCoalMine.
Any of my Dutch followers willing to do some gumshoe investigation?
Any of my Dutch followers willing to do some gumshoe investigation?
August 22, 2025 at 12:44 PM
I can't prove it (yet) but I bet that that steady trickle of #Tesla cars being auctioned off via Troostwijk in Alblasserdam (Netherlands) also originates from MisterGreen, that #CanaryInTheTeslaCoalMine.
Any of my Dutch followers willing to do some gumshoe investigation?
Any of my Dutch followers willing to do some gumshoe investigation?
The interests of the MG bondholders were supposed to be defended by an "independent" director of the "Stichting MisterGreen Obligatiehouders", but it all seems like a bad joke.
The last MG update from end of July is just stalling for time.
9/11
The last MG update from end of July is just stalling for time.
9/11
August 12, 2025 at 4:39 PM
The interests of the MG bondholders were supposed to be defended by an "independent" director of the "Stichting MisterGreen Obligatiehouders", but it all seems like a bad joke.
The last MG update from end of July is just stalling for time.
9/11
The last MG update from end of July is just stalling for time.
9/11
MG is now clearly looking for money beyond its main market (Netherlands, Germany, Belgium).
Looking for people to throw at least some additional money at the MG assets (a fleet of #Tesla cars).
7/11
Looking for people to throw at least some additional money at the MG assets (a fleet of #Tesla cars).
7/11
August 12, 2025 at 4:39 PM
MG is now clearly looking for money beyond its main market (Netherlands, Germany, Belgium).
Looking for people to throw at least some additional money at the MG assets (a fleet of #Tesla cars).
7/11
Looking for people to throw at least some additional money at the MG assets (a fleet of #Tesla cars).
7/11
I don't believe Florian Minderop is actually fully delusional.
He just hopes to find investors that are delusional, or at least as gullible as his wiped-out bondholders.
6/11
He just hopes to find investors that are delusional, or at least as gullible as his wiped-out bondholders.
6/11
August 12, 2025 at 4:39 PM
I don't believe Florian Minderop is actually fully delusional.
He just hopes to find investors that are delusional, or at least as gullible as his wiped-out bondholders.
6/11
He just hopes to find investors that are delusional, or at least as gullible as his wiped-out bondholders.
6/11
MG therefore remains stuck in run-off mode, selling off-lease #Tesla cars in the used car market if they cannot find a taker for an occasion lease.
2/11
2/11
August 12, 2025 at 4:39 PM
MG therefore remains stuck in run-off mode, selling off-lease #Tesla cars in the used car market if they cannot find a taker for an occasion lease.
2/11
2/11
In the used #Tesla car market, the FSD option, hardware version 3, is virtually worthless.
We clearly see that in the auctions, where odometer is a factor but FSD is not.
11/13
We clearly see that in the auctions, where odometer is a factor but FSD is not.
11/13
July 10, 2025 at 5:23 PM
In the used #Tesla car market, the FSD option, hardware version 3, is virtually worthless.
We clearly see that in the auctions, where odometer is a factor but FSD is not.
11/13
We clearly see that in the auctions, where odometer is a factor but FSD is not.
11/13
The cheapest trims (SR+) have suffered the biggest declines.
However, you will pay almost as much for a 2020 M3 LR with under 60'000 km on odometer, as you would have paid for a 2019 M3 LR one year ago (€25'000, or about 42% of original list price).
10/13
However, you will pay almost as much for a 2020 M3 LR with under 60'000 km on odometer, as you would have paid for a 2019 M3 LR one year ago (€25'000, or about 42% of original list price).
10/13
July 10, 2025 at 5:23 PM
The cheapest trims (SR+) have suffered the biggest declines.
However, you will pay almost as much for a 2020 M3 LR with under 60'000 km on odometer, as you would have paid for a 2019 M3 LR one year ago (€25'000, or about 42% of original list price).
10/13
However, you will pay almost as much for a 2020 M3 LR with under 60'000 km on odometer, as you would have paid for a 2019 M3 LR one year ago (€25'000, or about 42% of original list price).
10/13
However, it is fair to say that #Tesla used car prices have somewhat stabilized, after suffering steep declines between Q4 2022 and Q1 2025.
9/13
9/13
July 10, 2025 at 5:23 PM
However, it is fair to say that #Tesla used car prices have somewhat stabilized, after suffering steep declines between Q4 2022 and Q1 2025.
9/13
9/13