OK, I'll believe that, but I still think the Grohmann line is designed to produce SR, SR+, and to produce MR and LR in the future. You don't design a "cheaper, faster, better" pack production line and then not plan to leverage that "machine that builds the machine".
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The new equivalent of my 3 year old Model S 90D got cheaper than what I paid for mine for the first time in 3 years and not by a lot, so it’s probably not that dramatic for lease companies.
But neither of us really knows. I think Tesla is edging towards owning the IP for their own cells, but they aren’t there yet. If someone could show me Tesla job postings for battery cell researchers, that would convince me, but AFAIK, they haven’t had those positions. JB is an executive, not a wet chemist scientist, which is what you need for cell development.
I... would be careful with such declarations. Is that possibly true? Maybe. Is it verified fact? Noooooo
Nah, I think you are right. MR was an LR with dummy cells. No reason to continue that inefficiency when you have new machine that makes packs faster and cheaper.
Taking about LR:
Elon Musk on Twitter
Gabe Hoffman vs Gene Munster on CNBC. Gabe Hoffman lies through his teeth and tries to discourage Tesla bulls to give up their position and potential customers to look to other companies. Gene does an okay job of defending Tesla.
Elon stated multiple times that Tesla would pay off the 2019 converts, not refinance them. The method of repayment was not specified in any of his statements. If you can cite a reference to any of Elon's statements after November 30, 2018 that the method of that repayment (rather than refinancing) would be in cash, please do so. Do you even understand the distinction between conversions and redemptions?
You have also asserted the harm from the alleged Hull "lie" is that settlement using half shares would have diluted shareholders' ownership percentages. Are you aware that, notwithstanding representations in quarterly filings that settlement of the principal value of all converts would be with cash only, Tesla reported retrospectively that it settled the principal value of the majority of the 2018 convertible notes using shares issued under SEC registration exemptions? Have you objected to those dilutions?
anthonyj
Stonks
Retail investors increased today. 4000 new accounts on Robinhood went long today.
Huge volume = institutions unloading. A large investor could also be buying up those shares tho
plus South Dakota, Nebraska, Kansas, Oklahoma, Colorado, Nevada, Utah, Idaho, Wyoming, Montana. The West between the Midwest and coastal Pacific is huge and has almost no SCers, so lots of work yet to do in densifying the charging network if longrange emobility outside of a few routes along the interstate highways is ever going to be a possibility.
anthonyj
Stonks
"Pay off" means cash. I've been an investor long enough to know that anything else isn't a normal interpretation of those words.
I’ve been in India once, and couldn’t tell if they drive on the left or the right.
Of course it is not verified. If it were verifiable, it wouldn't happen. Guess I should have said "IMO".
The Piëch Mark Zero, with a New Kind of Battery System, Is Almost Too Good to Be True
Yet another Tesla killer.
What's interesting, if true, is the new type of battery allowing recharge to 80% in less than 5 minutes.
Yet another Tesla killer.
What's interesting, if true, is the new type of battery allowing recharge to 80% in less than 5 minutes.
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