As the old saying goes on this thread, and worth mentioning just one more time...
*** Panel gaps are required. Without them, you would not be able to open the car doors.***
Here's to Panel Gaps
Feel the gaps...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
*** Panel gaps are required. Without them, you would not be able to open the car doors.***
Here's to Panel Gaps
Feel the gaps...
FUND Date Time Direction Ticker CUSIP Name Shares
ARKF 2020-06-16 1:00PM Sell 3690HK G59669104 MEITUAN DIANPING 26726
ARKW 2020-06-16 1:00PM Sell SE 81141R100 SEA LTD 41660
ARKW 2020-06-16 1:00PM Sell PINS 72352L106 PINTEREST INC 187094
ARKQ 2020-06-16 1:00PM Sell MTLS 57667T100 MATERIALISE NV 17990
ARKQ 2020-06-16 1:00PM Buy ESLT M3760D101 ELBIT SYSTEMS LTD 1586
ARKK 2020-06-16 1:00PM Sell Z 98954M200 ZILLOW GROUP INC 69025
ARKK 2020-06-16 1:00PM Sell XONE 302104104 EXONE CO/THE 22500
ARKK 2020-06-16 1:00PM Sell TSLA 88160R101 TESLA INC 11961
ARKK 2020-06-16 1:00PM Buy ROKU 77543R102 ROKU INC 73137
ARKK 2020-06-16 1:00PM Sell LC 52603A208 LENDINGCLUB CORP 80700
ARKK 2020-06-16 1:00PM Buy IOVA 462260100 IOVANCE BIOTHERAPEUTICS INC 137871
ARKK 2020-06-16 1:00PM Buy CRSP H17182108 CRISPR THERAPEUTICS AG 90600
ARKG 2020-06-16 1:00PM Buy PACB 69404D108 PACIFIC BIOSCIENCES OF CALIFORNIA INC 196593
ARKF 2020-06-16 1:00PM Buy SNAP 83304A106 SNAP INC 17501
ARKW 2020-06-16 1:00PM Buy TCEHY 88032Q109 TENCENT HOLDINGS LTD 140962
ARKF 2020-06-16 1:00PM Sell 3690HK G59669104 MEITUAN DIANPING 26726
ARKW 2020-06-16 1:00PM Sell SE 81141R100 SEA LTD 41660
ARKW 2020-06-16 1:00PM Sell PINS 72352L106 PINTEREST INC 187094
ARKQ 2020-06-16 1:00PM Sell MTLS 57667T100 MATERIALISE NV 17990
ARKQ 2020-06-16 1:00PM Buy ESLT M3760D101 ELBIT SYSTEMS LTD 1586
ARKK 2020-06-16 1:00PM Sell Z 98954M200 ZILLOW GROUP INC 69025
ARKK 2020-06-16 1:00PM Sell XONE 302104104 EXONE CO/THE 22500
ARKK 2020-06-16 1:00PM Sell TSLA 88160R101 TESLA INC 11961
ARKK 2020-06-16 1:00PM Buy ROKU 77543R102 ROKU INC 73137
ARKK 2020-06-16 1:00PM Sell LC 52603A208 LENDINGCLUB CORP 80700
ARKK 2020-06-16 1:00PM Buy IOVA 462260100 IOVANCE BIOTHERAPEUTICS INC 137871
ARKK 2020-06-16 1:00PM Buy CRSP H17182108 CRISPR THERAPEUTICS AG 90600
ARKG 2020-06-16 1:00PM Buy PACB 69404D108 PACIFIC BIOSCIENCES OF CALIFORNIA INC 196593
ARKF 2020-06-16 1:00PM Buy SNAP 83304A106 SNAP INC 17501
ARKW 2020-06-16 1:00PM Buy TCEHY 88032Q109 TENCENT HOLDINGS LTD 140962
tinm
2020 Model S LR+ Owner
trailhound
Member
I get this e-mail also
they have been selling small amounts over the last week
their web site has the following Tesla holdings
10.64% TESLA INC TSLA $982.13 454,572 $446,448,798.36
CyberDutchie
Active Member
This selling of TSLA by ARK Invest gotta stop!
By the time battery day happens we are going to know all the details from the steady stream of leaks. Probably not a bad thing in regards to SP though.
Todd Burch
14-Year Member
What leaks? Everything seems to be speculation pretty much. Franky I can’t wait for battery day just so we can stop the speculation
.
Knightshade
Well-Known Member
Why?
ARK does this regularly to keep their portfolio balanced
Ark Invest CEO: Why we've sold Tesla despite our long-term bull case
Top notch object detection IMO
Paracelsus
Active Member
possible 100kWh battery for the 3/y, CATL talking about a million mile battery, permit to act as a Utility in the UK, etc.What leaks? Everything seems to be speculation pretty much. Franky I can’t wait for battery day just so we can stop the speculation
I agree that the longer Elon keeps pushing Battery Day, the noisier the gossip is going to get. Doesn't really impact anything about actual Battery Day, just annoying to hear constant gossip that's either obviously wrong or only a piece of a larger puzzle.
The thing I dread the most is no battery day before the annual shareholders meeting. Every question will be about battery day and the response we're gonna get is "wait till battery day" "wait till battery day"........
It's gonna be so annoying.
RobStark
Well-Known Member
Marques Brownlee did a sponsored unboxing i.e.commercial for Buick/GM
I guess Marques has to pay for his Tesla habit somehow.
I guess Marques has to pay for his Tesla habit somehow.
First time I downvoted Marques
Artful Dodger
"Neko no me"
It's important to recognize that Elon wrote the "Semi Memo" on the evening of the day the agreement was signed with Panasonic.
This imples that the source of cells for Tesla Semi will be Panasonic @ GF1/Sparks. This agreement locks in pricing and volume by contract for the next 2 years. More importantly, a PURCHASE agreement is now in place, and Tesla is COMMITTED to buying these cells. Tesla MUST build Semi!
My conclusion? "Cells Secured."
As a follow-on inference, this contract further supports the notion that 'Bty Day' will include the announcement of Giga Texas and Cybertruck production. Neither 'Plaid' nor Roadster production is planned in enough volume to require a new 'Terafactory' for its bty supply (Tesla may be able to make enough cells for 'Plaid' + Roadster on the pilot line in Fremont).
Further, sourcing Semi cells from GF1 implies that Tesla is indeed setting itself up to build Cybertruck in huge numbers (Elon always thinks in 'Orders of Magnitude').
If the factory is modular, I expect functional units to provide increments of 250K/yr capacity (5K/wk), with a continuous, but exponential, build out of those modules. IE:
- 2021 1st 250K module enters full production
- 2022 +2 more modules 500K added, 750K total CT capacity
- 2023 up to +4 more modules 1.5M added as req'd
- @2.25M/yr capacity, CT supply matches existing N.Am. full-size truck sales
EDIT: 883.20 EUR in Frankfurt @ 10:00 CET (just before NASDAQ opens ~$995.57 USD)
EDIT2: NASDAQ Pre-Market High in NYC: $992.00 +9.87 (04:29:37 AM)
Last edited:
It's important to recognize that Elon wrote the "Semi Memo" on the evening of the day the agreement was signed with Panasonic.
This imples that the source of cells for Tesla Semi will be Panasonic @ GF1/Sparks. This agreement locks in pricing and volume by contract for the next 2 years. More importantly, a PURCHASE agreement is now in place, and Tesla is COMMITTED to buying these cells. Tesla MUST build Semi!
My conclusion? "Cells Secured."
As a follow-on inference, this contract further supports the notion that 'Bty Day' will include the announcement of Giga Texas and Cybertruck production. Neither 'Plaid' nor Roadster production is planned in enough volume to require a new 'Terafactory' for its bty supply (Tesla may be able to make enough cells for 'Plaid' + Roadster on the pilot line in Fremont).
Further, sourcing Semi cells from GF1 implies that Tesla is indeed setting itself up to build Cybertruck in huge numbers (Elon always thinks in 'Orders of Magnitude').
If the factory is modular, I expect functional units to provide increments of 250K/yr capacity (5K/wk), with a continuous, but exponential, build out of those modules. IE:
Cheers!
- 2021 1st 250K module enters full production
- 2022 +2 more modules 500K added, 750K total CT capacity
- 2023 up to +4 more modules 1.5M added as req'd
- @2.25M/yr capacity, CT supply matches existing N.Am. full-size truck sales
EDIT: 883.20 EUR in Frankfurt @ 10:00 CET (just before NASDAQ opens ~$995.57 USD)
EDIT2: NASDAQ Pre-Market High in NYC: $992.00 +9.87 (04:29:37 AM)
If Panasonic is making all of the cells at GF1, it is hard to see why Tesla ordered battery formation equipment for Nevada.
I guess that is simply one unconfirmed media report.....
Tesla Orders EV Battery Production Equipment From South Korea's Hanwha Group - FutureCar.com - via @FutureCar_Media
Most of my hunches are based on the media report on formation equipment... that is why speculation might be foolish ... anything unofficial might be wrong...
Artful Dodger
"Neko no me"
The Agreement dated 10 June 2020 includes "planned investments and new technology, as well as production capacity commitments by Panasonic and purchase volume commitments by Tesla over the first two years of the Agreement."
The simplest explanation is Panasonic has agreed to incorporate new bty tech from Tesla, which could be in the chemistry, manufacture or both.
This was always going to be about finding the fastest way to market. Especially it means that every other alternative considered would take MORE than 2 years. Tesla will likely do other projects in parallel, but GF1 will be first to volume production with the new tech.
Is this the cell aging equipment? I heard some was ordered for Fremont before the 'pause' in production. We'll never get complete info, but some sources and stories are clearly self-serving and should be ignored.
Cheers!
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Todd Burch
14-Year Member
None of those are leaks. Not from Tesla at least.
The 100kWh thing is a picture from a random person on the internet which could easily be doctored, or from a hacker that cobbled salvage Tesla pieces together.
CATL talking is...well...CATL talking.
A permit is just a permit.
There’s so much excitement about it from the community that there’s rampant speculation (overboard IMHO) but none of that is really a leak from Tesla.
Granted it’s a problem created by Tesla by announcing such a thing, hyping it, delaying it, and keeping quiet about it for so long.
I think if it starts to affect sales enough they will just announce what they want to announce in a way that it stops hurting sales. The fact that they haven’t done that tells me that relatively few people (at least not enough to significantly affect production) are delaying their orders due to battery day.
Who knows, this new battery tech may still be a year or more from production in a passenger car.
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