The Naked Caller
@callernaked.bsky.social
Early active $TSLAQ member on Xitter, see @CallerNaked history there
A complaint against MG's auditor was filed in the Dutch chamber of auditors, but he was let off.
The plaintiff appealed the decision.
Meanwhile the 2023 financials proved the plaintiff right, and 2024 will only make that more clear.
10/10
x.com/CallerNaked/...
The plaintiff appealed the decision.
Meanwhile the 2023 financials proved the plaintiff right, and 2024 will only make that more clear.
10/10
x.com/CallerNaked/...
The Naked Caller on X: "Seems someone in the Netherlands did not agree with the "going concern assumption" of the auditor for the 2022 financials, and filed a complaint with the "Accountantskamer". 3/9 https://t.co/KMTEqiDHRo" / X
Seems someone in the Netherlands did not agree with the "going concern assumption" of the auditor for the 2022 financials, and filed a complaint with the "Accountantskamer". 3/9 https://t.co/KMTEqiDHRo
x.com
November 23, 2025 at 5:19 PM
A complaint against MG's auditor was filed in the Dutch chamber of auditors, but he was let off.
The plaintiff appealed the decision.
Meanwhile the 2023 financials proved the plaintiff right, and 2024 will only make that more clear.
10/10
x.com/CallerNaked/...
The plaintiff appealed the decision.
Meanwhile the 2023 financials proved the plaintiff right, and 2024 will only make that more clear.
10/10
x.com/CallerNaked/...
Holders of MG debt issued in 2023 (€5.7M nom.) do stand a chance in court in my opinion:
#Tesla price cuts in late 2022 and early 2023 had pushed MG into deep insolvency.
MG management and auditor knew that but hid facts, delayed statements and "doubled down".
9/10
#Tesla price cuts in late 2022 and early 2023 had pushed MG into deep insolvency.
MG management and auditor knew that but hid facts, delayed statements and "doubled down".
9/10
November 23, 2025 at 5:19 PM
Holders of MG debt issued in 2023 (€5.7M nom.) do stand a chance in court in my opinion:
#Tesla price cuts in late 2022 and early 2023 had pushed MG into deep insolvency.
MG management and auditor knew that but hid facts, delayed statements and "doubled down".
9/10
#Tesla price cuts in late 2022 and early 2023 had pushed MG into deep insolvency.
MG management and auditor knew that but hid facts, delayed statements and "doubled down".
9/10
Nothing came of the "restructuring" or "talks with a serious financial partner" that MG mentioned in press and bondholder communications.
It was BS to win time and discourage efforts by individual retail bondholders to take it to court.
8/10
It was BS to win time and discourage efforts by individual retail bondholders to take it to court.
8/10
November 23, 2025 at 5:19 PM
Nothing came of the "restructuring" or "talks with a serious financial partner" that MG mentioned in press and bondholder communications.
It was BS to win time and discourage efforts by individual retail bondholders to take it to court.
8/10
It was BS to win time and discourage efforts by individual retail bondholders to take it to court.
8/10
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
MG co-founder Florian Minderop and his main social network propagandist Kees Roelandschap remain very active on Xitter.
But the tweets are seldomly about MG. Mostly about #Tesla, its FSD and robotaxis.
Seems logical, they should know better than me that MG is dead.
6/10
But the tweets are seldomly about MG. Mostly about #Tesla, its FSD and robotaxis.
Seems logical, they should know better than me that MG is dead.
6/10
November 23, 2025 at 5:19 PM
MG co-founder Florian Minderop and his main social network propagandist Kees Roelandschap remain very active on Xitter.
But the tweets are seldomly about MG. Mostly about #Tesla, its FSD and robotaxis.
Seems logical, they should know better than me that MG is dead.
6/10
But the tweets are seldomly about MG. Mostly about #Tesla, its FSD and robotaxis.
Seems logical, they should know better than me that MG is dead.
6/10
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
MG Bondholders were informed that 2024 financials will be published "by end of November".
Check for them on the Dutch Chamber of commerce:
kvk.nl/bestellen/#/...
3/10
Check for them on the Dutch Chamber of commerce:
kvk.nl/bestellen/#/...
3/10
KVK producten bestellen | KVK
Uittreksels, jaarrekeningen, bedrijfsprofielen en meer.
kvk.nl
November 23, 2025 at 5:19 PM
MG Bondholders were informed that 2024 financials will be published "by end of November".
Check for them on the Dutch Chamber of commerce:
kvk.nl/bestellen/#/...
3/10
Check for them on the Dutch Chamber of commerce:
kvk.nl/bestellen/#/...
3/10
Last September the MG 2023 financials finally confirmed the deep insolvency and total wipeout of the thousands of retail bondholders.
See my previous thread below.
2/10
bsky.app/profile/call...
See my previous thread below.
2/10
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
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
November 23, 2025 at 5:19 PM
Last September the MG 2023 financials finally confirmed the deep insolvency and total wipeout of the thousands of retail bondholders.
See my previous thread below.
2/10
bsky.app/profile/call...
See my previous thread below.
2/10
bsky.app/profile/call...
Even if the #Tesla shareholder meeting votes go the way fElon skuM demands from his cult, expect long holiday production stops in Giga Berlin coming December.
$TSLAQ
6/6
$TSLAQ
6/6
October 30, 2025 at 8:20 PM
Even if the #Tesla shareholder meeting votes go the way fElon skuM demands from his cult, expect long holiday production stops in Giga Berlin coming December.
$TSLAQ
6/6
$TSLAQ
6/6
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
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!
#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!
October 20, 2025 at 4:11 AM
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!
#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
It is more consistent with #Tesla producing Model Y destined for Europe in Shanghai.
@coverdrive12.bsky.social
4/4
October 19, 2025 at 12:29 PM
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
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
Source Tesla website.
If Berlin Giga is producing, where are the cars going ?
3/4
October 19, 2025 at 12:29 PM
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
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
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
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?
October 1, 2025 at 7:18 PM
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?