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Ah ha! The Silevo guys left the project.
Lyndon's 6" wafer answer is b.s.. Anyone buying a new fab is going to do 150mm -200mm. If Panasonic hasn't purchased a new fab, they have not done 150mm yet.
Lyndon's 6" wafer answer is b.s.. Anyone buying a new fab is going to do 150mm -200mm. If Panasonic hasn't purchased a new fab, they have not done 150mm yet.
racer26
Active Member
Backing skeleton structure, like snapping in a light bulb - there's your answer for how the interconnecting works.
No, it proves the opposite. Tesla is using robots that Toyota purchased new. Does that make the Model S a Tesla/Toyota hybrid?
Johann Koeber
Happy Owner
Great explanation about plugging the roof tiles in a socket, like a light bulb.
That sounds easy.
Also the explanation about how cheap the materials are that go into the roof tiles:
glass
That sounds easy.
Also the explanation about how cheap the materials are that go into the roof tiles:
glass
I am not saying Sell and Run. My portfolio is pretty heavy on TSLA too, and I am holding for a long term but here I am just giving my 2 cents, if you're looking to add or get in now, imo, lower prices are coming. I will start adding at $170 and below.
Gtoffo
Member
My takeaway from the call: ELON WAS PISSED OFF by the market reaction to the last couple of events.
OT: please people this thread is already stuffed with messages and keeping up is impossible. Don't post questions that can be answered by a 10 second google search please.
OT: please people this thread is already stuffed with messages and keeping up is impossible. Don't post questions that can be answered by a 10 second google search please.
stealthology
Member
Wow. He just called out hedge funds. I guess that's common knowledge for some folks.
I'm pretty sure this means no analyst upgrades tomorrow.
I'm pretty sure this means no analyst upgrades tomorrow.
Less than a thousand shares traded in the SCTY dip, less than 200 shares traded in the TSLA dip. It could be someone trying to put their own color on the event. You're welcome to draw your own conclusions.
Runarbt
Active Member
Tesla is not using old toyota robots. What are u talking about?:-D
They bought an old building, it did not have any usefull equipment.:-D
I understand what you mean, but my fear is that if we reach 170 before the merger happens (November 17), the agreement as it stands will be nullified.
Again, IANAL, so I'm happy to be proven wrong about it.
I don't think he is pissed off. I think he is stressed and wants the merger to be done. Explaining vast complexities in a few sentences is impossible
3Victoria
Active Member
Re conference call: I find it hard to hear at times due to people turning away from their mikes, and so on. I think that sometimes they miss the intent of some questions, sometimes because they are so basic. Overall seems to be positive news ... but I do not know if the analysts heard it or understood it. The NY plant seems like a no brainer to me ... a great asset. Joining with Panasonic is excellent move too, both because Panasonic is carrying a lot of the investment load, but also because the two leaders of the solar cell technology are joing forces to make the best product. EM was quite reassuring about the cost of the new roof tiles, and the fact that multiple layers of middlemen are being collapsed, so prices should be better.
Does this likely include some big institutional votes?
I thought there was a lot of good information in there. I think it will help to dispell some of the FUD. I'm just crossing my fingers Trump doesn't win the election.
Perhaps proof of tesla's increasing capital discipline that they haven't upgraded the system yet?
Gtoffo
Member
soooo.......who's selling....?
We are in after market so we are sure this isn't retail. I really feel like the stock is being manipulated a lot in the last couple of days. All signs point to institutional investors doing their best to drive the mood of the market. Stock crashes significantly after market open / at the end of the CC call.
Of course this would not be happening if we weren't in fragile ground with the stock. But at the moment the uncertainty is opening the door to stock manipulation.
Pushing TSLA down now will make it harder for analysts to publish upbeat PTs. Makes it riskier to set a PT significantly above current price.
We are in after market so we are sure this isn't retail. I really feel like the stock is being manipulated a lot in the last couple of days. All signs point to institutional investors doing their best to drive the mood of the market. Stock crashes significantly after market open / at the end of the CC call.
Of course this would not be happening if we weren't in fragile ground with the stock. But at the moment the uncertainty is opening the door to stock manipulation.
Pushing TSLA down now will make it harder for analysts to publish upbeat PTs. Makes it riskier to set a PT significantly above current price.
Wow, terrible call. Seemed like both sides were speaking over each other's heads.
I think Elon is approaching the SCTY acquisition as mainly a product move... meaning, a move toward an integrated solar generation and storage product. To him in the bigger picture, it makes sense and it's the right thing to do. However, analysts are looking at the SCTY acquisition mainly through a financial risk lens... wanting concrete numbers so they can understand the risk better. They view TSLA as a risky company/stock already, and they want to know how this acquisition affects the challenges and risks ahead for TSLA.
Tesla has chosen to give generalized numbers, but they aren't detailed enough to be credible for analysts. Analysts don't care much about how great an integrated solar/storage product will be. They'd rather have a 100-page detailed document deconstructing every portion of SCTY debt positions in an objective manner. But it doesn't look like they're going to get that.
I think Elon is approaching the SCTY acquisition as mainly a product move... meaning, a move toward an integrated solar generation and storage product. To him in the bigger picture, it makes sense and it's the right thing to do. However, analysts are looking at the SCTY acquisition mainly through a financial risk lens... wanting concrete numbers so they can understand the risk better. They view TSLA as a risky company/stock already, and they want to know how this acquisition affects the challenges and risks ahead for TSLA.
Tesla has chosen to give generalized numbers, but they aren't detailed enough to be credible for analysts. Analysts don't care much about how great an integrated solar/storage product will be. They'd rather have a 100-page detailed document deconstructing every portion of SCTY debt positions in an objective manner. But it doesn't look like they're going to get that.
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