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this is pure speculation on your part, why are you spewing misinformation ?
FredTMC
Model S VIN #4925
FredTMC
Model S VIN #4925
Oh my. I forgot about the short covering potential. Interesting.
What would really help in the near term is for tesla to announce a cap raise (with v favorable terms)
ludicrousspeed
Member
Probably just a guess like everybody else. This is far lower than most analyst's have predicted, which bodes well. I think any capital raise at this point will be a positive catalyst because the market is so unsure as to how much Tesla needs and how easily they can get it.
mmd
Active Member
Check the links from yesterday. Are you saying, Tesla will still invest $2B-$5B to finish the GF to original scale while buying batteries from Korea for Model 3? To put it mildly, that will be very silly. My comment is less speculative than your false accusation.
Thought you will quietly slip that in, didn't you? Can you please cite a source which says GF is not going to be completed. The shorters essay competition at SA does not qualify. Reno Gazette Journal perhaps, because they can see the ongoing construction?
Krugerrand
Meow
There's nothing in the articles on the topic but speculation. This you know unless you'd like to claim a rather low IQ. Would you?
What's silly is thinking that even if the articles guessed right that it becomes an either or proposition. Either batteries from Korea or Gigafactory. Considering the overwhelming demand for Model 3 and Tesla Energy projects, it's just as likely that both propositions occur as the ridiculous one you're suggesting.
So yes, Tesla will invest whatever dollar figure it takes to finish the GF to the NEWER AND LARGER size, while maybe or maybe not buying products from Korean companies.
I think the fact Tesla is investigating other potential battery suppliers is great.
I think it speaks to the larger issue that they will no longer be beholden to a single supplier when there are potential options. We've seen how that can strangle them when the supplier disappoints.
I think it speaks to the larger issue that they will no longer be beholden to a single supplier when there are potential options. We've seen how that can strangle them when the supplier disappoints.
JRP3
Hyperactive Member
Tesla is talking to Korean suppliers, we have no evidence that the talks are about them supplying cells. Those companies build many other products. So there is no reason to think Lutz was right about the GF, or anything else.
Gerasimental
Member
<Moderator deleted>
mmd has read the same article that we have all read. He has taken the meetings of Tesla and Korean companies to mean that, as a sure fact, they are agreeing a cell supply deal that will render the Gigafactory unnecessary for plans to scale Model 3 production. Tftf and electracity seem to agree with thim, and the title of the article did indeed state as fact that the purpose of the visit was as described above.
Most of us here who have also read the article are of the opinion that it is at least possible, if not probable, that the discussions were about something other than a deal to agree cell supply. It may have regarded supplying other components, preliminary discussions about new cell/battery factories in Asia, or something else. The title of the article claims as fact something that is nowhere even hinted at in the body of the text.
Now, let's not waste pages of space on this.
mmd has claimed something to be a fact that in fact is speculation. Whether he did it knowingly or because he genuinely believed it to be a fact does not matter to me. We have cleared up the facts for everyone to see and read, and that is all that matters.
mmd has read the same article that we have all read. He has taken the meetings of Tesla and Korean companies to mean that, as a sure fact, they are agreeing a cell supply deal that will render the Gigafactory unnecessary for plans to scale Model 3 production. Tftf and electracity seem to agree with thim, and the title of the article did indeed state as fact that the purpose of the visit was as described above.
Most of us here who have also read the article are of the opinion that it is at least possible, if not probable, that the discussions were about something other than a deal to agree cell supply. It may have regarded supplying other components, preliminary discussions about new cell/battery factories in Asia, or something else. The title of the article claims as fact something that is nowhere even hinted at in the body of the text.
Now, let's not waste pages of space on this.
mmd has claimed something to be a fact that in fact is speculation. Whether he did it knowingly or because he genuinely believed it to be a fact does not matter to me. We have cleared up the facts for everyone to see and read, and that is all that matters.
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Most algos don't hold positions of any kind for more than a day or two unless they are able to get to delta or Vega flat. That's not what they are for, they don't predict direction (not child they, other than some statistical things), they just scrape any profitable trade they see based on theoretical vs mark to market price differences.
The ones that try to be clever and trade positional tend to go off of statistical back analysis, Bollinger bands, technicals, etc. They are unlikely to be even a reasonably sized portion of the short interest.
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I speculate that tesla wants to sell batteries to the koreans.
Now can you prove otherwise?
thats what i got out of the article.
Now can you prove otherwise?
thats what i got out of the article.
Yes, we are. They will, because they would need to. Gigafactory initial size only supports 500k cars per year. Probably close to 1MM with the new expanded plans. That's not enough batteries, period.
Also, as you should know there had actually been no confirmation that they are speaking to those companies for batteries specifically, and many other components make sense.
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