I didn't say that would be possible, only what would make it worthwhile.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I didn't say that would be possible, only what would make it worthwhile.
Contrary indicators! (Did I Jinx it with GrimSweepers quote?)
Tesla has Grohmann building machines that build batteries. Panasonic manages the business of building the batteries. Likely a difficult position to be in when needing to negotiate.
Finally, what manufacturer today relies solely on one vendor?
Bought 15 shares today at $266.82. Too good of a deal to pass up.
ZachF
Active Member
lol, TA is basically like reading Tarot cards.... but sometimes it works because other people think it works sometimes.
Let's not forget that by denying the significant revenue of luxury ICEs to the incumbent car makers Tesla is forcing them to take part in the transformation to electrical transportation.
Edit: revenue with high profit margins...
New vid
I love how they're cleaning and restoring the environment around the factory. It's going to be quite beautiful when it's done. Hope the Chinese government ends up setting up wind turbines there like in the pictures. What an ad for a clean future that'll be! :
I love how they're cleaning and restoring the environment around the factory. It's going to be quite beautiful when it's done. Hope the Chinese government ends up setting up wind turbines there like in the pictures. What an ad for a clean future that'll be! :
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... can measure all the tremors, but cannot predict the earthquakelol, TA is basically like reading Tarot cards.... but sometimes it works because other people think it works sometimes.
Given what we know:
35Gwh off battery production confirmed by panasonic.
Model 3 depending on battery mix and production rates can consume anywhere from 18Gwh to 23gwh and change. I think at this point it’s closer to the 18 side given production rates from Q1, this leaves a gap of over 10gwh. (Including room for TE)
The only thing that is current that consumes roughly that amount is S&X at 100,000 a year. Which is also a product in need of a refresh and has a demand problem.
It’s the only thing that seems reasonable (TE isn’t going to consume the rest, Semi isn’t going to magically start production in the next few months, same with Y, Roadster, and pickup.)
35Gwh off battery production confirmed by panasonic.
Model 3 depending on battery mix and production rates can consume anywhere from 18Gwh to 23gwh and change. I think at this point it’s closer to the 18 side given production rates from Q1, this leaves a gap of over 10gwh. (Including room for TE)
The only thing that is current that consumes roughly that amount is S&X at 100,000 a year. Which is also a product in need of a refresh and has a demand problem.
It’s the only thing that seems reasonable (TE isn’t going to consume the rest, Semi isn’t going to magically start production in the next few months, same with Y, Roadster, and pickup.)
There will always be that frustration in good times and bad with TSLA. If I had some scratch I would buy at any price and hold on until it becomes a new low or never sell. Our last purchases were 8 and 12 shares at $355 and $340. (Order and amounts may be mixed up—from memory.) Average cost somewhat lower (near $90) purchased 2010-18 when prices were a bit lower. Total amount ridiculous for many of you. Most purchases with excess cash from social security check that is modest.
Stay long. Not an advice...well I guess it is. Our wealth advisor says take some profits on the way. I keep telling him TSLA is countercyclical stock and we can have that conversation again when SP reaches $1,000, if I live that long which, as Deming said in deep voice according to Sandy Munro, "not guaranteed." But my 40 year younger wife should be able to buy a good sized farm in her native Thailand.
On these news I scraped the bottom of the barrel for some dry powder and made a small, opportunistic limit order.
I was surprised to see that it was filled immediately - until I realized that I had entered the limit while still thinking in US dollars, while my broker uses Euro...
Let that be a lesson to the Europeans here.
Btw, I am currently down 5€ on my trade, so I would consider that lesson a bargain.
X Fan
Active Member
Losses shown on this PPT: https://www.panasonic.com/global/corporate/ir/pdf/2017_full/financial_results_e.pdf
ZachF
Active Member
OT
The private Israeli moon lander that a SpaceX rocket launched a couple months ago is now going to make it's landing attempt:
The private Israeli moon lander that a SpaceX rocket launched a couple months ago is now going to make it's landing attempt:
I’m seeing 91.4 billion yen in operating profits from automotive division... where are you seeing losses?
Given the rapidity of announcements for several things: Semi, Roadster 2.0, Model Y, & Supercharver v3, as well as we know the Truck is in process, I'd have to imagine the development effort for several of those has to have overlapped...
GF1 is not Automotive for Panasonic, it's Energy.
For one that’s from May 2018... pre Q3 and Q4 for Tesla.
https://www.panasonic.com/global/corporate/ir/pdf/2018_3q/3q_financial_results_note_e.pdf
See the link above, page 10, 2nd Bullet point and the chart above.
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