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P.S. Anybody else planning on participating in a Starlink IPO?
Another reason why we can expect Tesla to continue to use the available supply of 18650 cells from Panasonic is to deny this supply to the competition, which seems to be under supplied with battery cells.
Blind Faith Price Targets
We consider ARK's base case of $7000. Do you really believe? If you did, how would it change your life?
Its time for tesla to make more GF beyond just Berlin, really should push for GF with solar and battery production lines on other continents as well.I’m suspecting Tesla may also do Solarglass production out of GigaBerlin. Notable amount of the GigaBuffalo equipment imported from Germany.
Also, Germany is very aggressive in transitioning grid to renewables.
Solar+storage growth ripe for big scaling here and across Europe and possibly Mid East out of GigaBerlin.
I’m suspecting Tesla may also do Solarglass production out of GigaBerlin. Notable amount of the GigaBuffalo equipment imported from Germany.
Also, Germany is very aggressive in transitioning grid to renewables.
Solar+storage growth ripe for big scaling here and across Europe and possibly Mid East out of GigaBerlin.
Absolutely. Will be cell starved for a very long time without more capacity.Its time for tesla to make more GF beyond just Berlin, really should push for GF with solar and battery production lines on other continents as well.
Since 2017 every second installation was together with a house battery so yes indeed the demand is really high here in Germany and we need a more decentralized grid too to consume all the renewable energy that right now is often even sold abroad as the high voltage lines are stuck for many years to come.
Battery storage systems at ‘the edge of profitability,’ as German households reach 1GWh of capacity
GF4 is a blue print copy of GF3 and Tesla will copy and paste them to other countries (Texas?) but solar is a separate business. I don't expect that they merge production and I don't think it would be a smart thing either as I do not see any meaningful reason for it.
Would a solar tile production in Europe make sense? Absolutely. I believe its just a question of time until a production facility will be built but US and Canada will come first and then they roll it out. Actually I would like to have one and can't wait until Tesla does offer it.
Having solar, a house battery and a Tesla is in my opinion the best of all worlds.
I’d start a YouTube channel and my first video would be “What happens when you crash six cybertrucks into each other”Blind Faith Price Targets
We consider ARK's base case of $7000. Do you really believe? If you did, how would it change your life?
Why would a Retail Investor have or need a personal Broker when TD Waterhouse and the like offer electronic buy/sell transactions you can complete yourself your $9/trade?When my broker called and wanted to borrow my shares I said " Give me a letter saying I can get on the IPO for Starlink for up to 1000 shares and you can borrow my shares".
He said "What's Starlink ?".
I hung up.
Maybe you could adjust your order for the 7-seat variation for a while.A friend of mine in Dallas Texas went for a test drive of model 3 yesterday. They are really interested in an SUV but their current SUV ( Highlander) is on its last legs, so need a car by 3Q. The estimate for Model Y they got was July 2020 delivery, if they place order now!!!
How’s that possible? I know Model Y is ahead of schedule, but didn’t realize they were this far ahead. This is sort of worrisome to me as I ordered May 2019, but don’t really want the delivery till about end of the year. The Clarity lease is till Feb 2021, and we currently have 3 cars. Getting the Y so early would be 4 cars for 2 of us.
The sales guy in Dallas (not sure if that’s the right term to use for Tesla design center guys) did mention that it is likely some folks in the current list would delay their delivery dates, so my friend would get the car early.
Just very surprised. Good for out Stock price if true.
Latest news from the German financial newspaper "Handelsblatt":
Daimler is increasing their cost savings by letting go 15,000 employees (compared to 10,000 disclosed), decreasing innovation expenses and reducing model classes.
Translated article:
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Why would a Retail Investor have or need a personal Broker when TD Waterhouse and the like offer electronic buy/sell transactions you can complete yourself your $9/trade?
Everyone buys islands ..cheers!!