Krugerrand
Meow
Ah, patience. The virtue that just keeps on giving. Hoist that demand issues flag and wave it proudly people.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Dang, missed it. Turn off my phone for ONE hour...
Had a long-standing buy limit at 765. Upped it to 795 for this week.
Wow! Finally some movement. I was getting tired of looking at parked heavy equipment. Do we know whether they will be allowed to use pile foundations? At one point someone said that piles were not allowed because of the water table/supply, but it looks like thy're doing a static pile test.
Would be great if someone with construction experience could explain what is happening in the video, why they are doing what they are doing and in what order!
Someone somewhere (sorry can't remember) said that the length of the piles were important regarding the water table. And that is part of the reason for the testing.
3Victoria
Active Member
Possibly they will use piles for places where heavy equipment will be placed, such as stamp press, and not use them elsewhere. But, me no know.
That’s quite the oversimplification.
Long term investors wouldn’t sell on a weak Q, but they’d be foolish to not delay adding to their positions, assuming they intended to in the future, if they saw downside risks in the near future.
Long term investors aren’t the only market participants. Shorter term investors/traders/hedge funds look to make money under all circumstances. If they were going to sell on anticipation of a weak Q, they’d be doing their job. Selling after a dip, not so smart.
Also, the risk of a bear raid with talking heads proclaiming they were right all along - Tesla has a demand problem - poses serious downside risk and could affect the SP more than disappointing deliveries themselves.
The line “stock prices are indicative of future performance and don’t react to past events” can be found in finance text books. As you said, that’s what’s supposed to happen. The market isn’t that rational. SPs move all the time on earnings reports and not just because of weak guidance. If everyone knew TSLA would be $800 in a year, there would have been very few sellers after Q1/2 last year. That obviously wasn’t the case.
They are testing the piles under load. But from my understanding the new permission is just for flat grounding, not piles yet.
Google Translate
My guess is that they will find out if these piles work and than change their previous application (which didn´t include deep grounding) accordingly. The fact that they try them seems to suggest that they have a chance to use them even though this is water protection area IMHO. Likely they are limited by how deep they can hammer them so they don´t reach the groundwater.
Artful Dodger
"Neko no me"
Are you really, really sure you're dead right? Here's what the CEO of CATL said when pressed about the battery deal with Tesla during their End-of-Quarter Conference Call: (I do have the link handy)
CATL 2019 Earnings Call (May, 2020)
Q6: In July, will you supply Tesla with ternary batteries or LFP, or did you develop some new technology that you will supply to Tesla?
CATL CEO: We have been communicating with Tesla technical team for quite a while now. Supply should start in H2. We have the most advanced products in ternary and LFP aspect. Supply is not limited to either LFP or ternary. What will be supplied will depend on market demand.
CATL CEO: We have been communicating with Tesla technical team for quite a while now. Supply should start in H2. We have the most advanced products in ternary and LFP aspect. Supply is not limited to either LFP or ternary. What will be supplied will depend on market demand.
That's not a confirmation from CATL that they will supply LFP prismatic cells to GF3/Tesla. But I notice you've shyed away from actually saying 'their CEO said LFP' in your latest comment. Is that deliberate? Because the major premise of your argument is that LFP cells from CATL are a done deal, with 100% certainty.
A lot of these LFP rumors are reinforced with uncritical articles like this one from Tesmanian a few days ago:
Tesla Seeks China Gov Approval To Build Model 3 With Lithium Iron Phosphate Batteries (LFP)
See what's missing? No link to the "Chinese Government document" the article claims to be describing. "But trust us, we're Media!". Zero questions answered. Then there's Gali-tube and some strategic minerals guy. Zero Cred.
Tesmanian did publish a more balanced article on Feb 21, 2020:
Tesla Battery Day May Introduce Next-Gen Cobalt Free Non-LFP Cell Hints China
"One person asked if Tesla China would be using CATL's zero cobalt LFP cells in Giga Shanghai, like the ones used by BYD.
"Tesla’s official account replied politely to the inquiry, thanking the person for the question, before dropping a surprising answer. 'Thanks for the question. All we can say right now, please stay tuned for the Battery Day in April, cobalt free, not only for LFP' Tesla China's social media handle wrote.
"Many have speculated and made theories about Tesla’s strategy for its China-made Model 3 SR+ based on the assumption that the EV automaker was planning to use CATL’s prismatic LFP cells. However these speculations might have been wrong, if Tesla China's recent social media response is accurate."
Here's a screenshot of the social media post: (prev. posted by Artful Dodger, Feb 23, 2020: #142138) Image Source: Tesmainan blog Feb 21, 2020 (as linked above)"Tesla’s official account replied politely to the inquiry, thanking the person for the question, before dropping a surprising answer. 'Thanks for the question. All we can say right now, please stay tuned for the Battery Day in April, cobalt free, not only for LFP' Tesla China's social media handle wrote.
"Many have speculated and made theories about Tesla’s strategy for its China-made Model 3 SR+ based on the assumption that the EV automaker was planning to use CATL’s prismatic LFP cells. However these speculations might have been wrong, if Tesla China's recent social media response is accurate."
Telsa China posted "Cobalt Free Battery, But NOT LFP" "Coming Soon, Battery Day in April" in a social media post back in Feb, also discussed on TMC.
I suggest you re-evaluate your methods. I think you've reached a premature conclusion, which leaves you vulnerable to acting on a false assumption. Evidence is best direct from a 1st party and verifiable, otherwise the case is not made. Neither 1st party in this case, Tesla nor CATL, have provided such evidence. At the very least, you'll need to explain the above contradictory social media post.
In this case, there are too many unanswered questions with too much conflicting evidence for LFP to be a certainty (there's bty technicals I won't go into). The most honest answer right now is "we don't know".
Have a good day.
Krugerrand
Meow
Yes. Some guy is up to 20 additional shares now.
LFP SR+ in China is a done deal. Tesla, TSLA & the Investment World: the 2019-2020 Investors' Roundtable posted this two weeks ago.
#launchamerica
NASA Invites Public to Celebrate Historic ‘Launch America'
The safety systems built into the astronaut capsule are amazing. The engineering relationship between SpaceX and Tesla cannot be discounted.
NASA Invites Public to Celebrate Historic ‘Launch America'
The safety systems built into the astronaut capsule are amazing. The engineering relationship between SpaceX and Tesla cannot be discounted.
Artful Dodger
"Neko no me"
Eye-ball it from this chart (the old 'Opricot' calc of max pain was frequently wrong in predicting the MMs end game)
Stock Option Max Pain
Cheers!
Driver Dave
Member
Elon on space x live YouTube...
Wearing a mask. Socially distancing.
...talking with astronauts getting ready.
Elon has his views but still smart enough to know masks are good.
Wearing a mask. Socially distancing.
...talking with astronauts getting ready.
Elon has his views but still smart enough to know masks are good.
pz1975
Active Member
Good CBS interview with Elon and Jim Bridenstine from NASA about halfway down the page: How to watch the SpaceX Crew Dragon manned spacecraft launch
What is better ad than this? 243,984 watching now
Todd Burch
14-Year Member
If you are not watching the SpaceX broadcast, definitely turn it on. Nice emotional moment watching the kids touch their astronaut dad's hands through the glass of a Model X!
LN1_Casey
Draco dormiens nunquam titillandus
They're streaming the launch of the Dragon capsule already, 250k+ watching, and focuses on the Model X's rolling down the way.
Who says Tesla needs to advertise again?
Who says Tesla needs to advertise again?
Artful Dodger
"Neko no me"
Yeah, sorry I don't read Chinese. Those are weight specs, and you've used inference to conclude LFP? No direct statement about bty chemisty in that graphic? Source?
What about the Tesla China social media post saying Cobalt Free, but not LFP?
TSLA research update. Deutsche Bank tracks cellphone location data for auto factories in the USA. Tesla is now at 88% of their baseline volume pre-COVID, indicating an aggressive ramp-up . For comparison, Ford, FCA and GM are at 47%, 50% and 66% respectively. Data is as of 5/24/2020.
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