My money is on Tesla being the OEM. Just a guess, but let's see how well this post ages.Haha yeah, Guoxuan to supply in 2023-2028. And the battery plant isn't built yet.
Did I mention that VW owns 25% of Guoxuan?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
That's a trivial step in manufacturing, at almost no difference in assembly cost. Definately far overshadowed by the logistics cost differences of delivering finished cars an extra ~1,000 miles each.
Artful Dodger
"Neko no me"
Well, that would be your money at stake, if you contract with an VW-owned company for part of your battery supply.
Words of HABIT
Active Member
Don't cheapen the @Curt Renz brand. Those strike up the band moments are special and occur when ATH is reached. They are worth the wait.
So that's why it didn't hit 1100 today. Dang. Maybe tomorrow.
RobDickinson
Active Member
Tomorrow just got very interesting……
Also, Call me paranoid but it’s clear some knew the schedule of the sells. How the stock acted on Monday and today considering there were scheduled sells is very suspicious
A 7% gain with Elon selling?
It makes you wonder...
It makes you wonder...
chiller
Member
I just noticed not all the tranches have wested. When updating my spreadsheet to account for that it looks like it is only 1.5 million shares left for him to exercise, should be done in one day.
Actually less than one tranche left. I'm waiting for @winfield100 to update his tracking sheet so we can see how many shares are left. (I'm too lazy to do it myself.
)A 7% gain with Elon selling?
It makes you wonder...
Yep, and people said all of the stock price tanking was because of Elon selling... Now we have a +7.5% day showing that him selling 934,091 shares in a day really isn't a problem. (He sold between $958.092 and $1014.939 today, so pretty much all day.)
we also knew once the end was near,Actually less than one tranche left. I'm waiting for @winfield100 to update his tracking sheet so we can see how many shares are left. (I'm too lazy to do it myself.
Yep, and people said all of the stock price tanking was because of Elon selling... Now we have a +7.5% day showing that him selling 934,091 shares in a day really isn't a problem. (He sold between $958.092 and $1014.939 today, so pretty much all day.)
those looking for shares weren’t going to be the last man standing, caught in the trap
I just don't think LFP cells need the protections, and other features offered, by the 4680, and you can pack more energy in the same space with the "block"/blade LFP cells. So while it is possible I don't see it happening, unless suppliers can't make enough LFP cells for Tesla, at which point Tesla might start making LFP 4680s themselves.
My thoughts too and no you are not being paranoid. The Reuters article was probably used as an alibi in case they got into trouble.
Basically you are playing a game of poker where your opponent can see your cards.
apologies, but what reuters article?
part of 1 Tranch left to go, ~1.5 million shares to acquire and he has gained 4.2 million shares
| 23,737,050 | vested | ||||||
| 2,637,455 | not vested | ||||||
| 26,374,505 | total | sold | Elon total | ||||
| Acquired | shares | Sold | old shares | shares owned | |||
| 0 | 5/21/2019 | 875,000 | 5/21/2019 | ||||
| 1 | 11/8/2021 | 2,154,572 | A | 934,091 | 10b-5 | 170,492,985 | |
| 11/9/2021 | 3,088,047 | ||||||
| 11/10/2021 | 500,000 | ||||||
| 11/11/2021 | 639,737 | total shares owned | |||||
| 11/12/2021 | 1,200,000 | 166,285,682 | |||||
| 2 | 11/15/2021 | 2,107,672 | A | 934,091 | D | 10b-5 | 166,285,682 |
| 3 | 11/16/2021 | 2,113,761 | A | 934,091 | D | 10b-5 | 166,285,682 |
| 4 | 11/23/2021 | 2,152,681 | A | 934,091 | D | 10b-5 | 168,638,933 |
| 5 | 12/2/2021 | 2,133,441 | A | 934,091 | D | 10b-5 | 169,857,523 |
| 6 | 12/9/2021 | 2,165,241 | A | 934,091 | D | 10b-5 | 171,056,873 |
| 7 | 12/13/2021 | 2,134,440 | A | 934,091 | D | 10b-5 | 172,288,023 |
| 8 | 12/16/2021 | 2,151,940 | A | 934,091 | D | 10b-5 | 173,505,872 |
| 9 | 12/21/2021 | 2,088,955 | A | 934,091 | D | 10b-5 | 174,706,221 |
| 10 | 12/22/2021 | 2,105,171 | A | 934,091 | D | 10b-5 | 174,706,221 |
| 11 | who knows | 1,554,476 | left | TBD | |||
| gained shares | |||||||
| Acquired | 23,737,350 | Sold | 14,768,694 | 4,213,236 | |||
| 2 B Acquired | 1,554,476 |
Quick update on the semiconductor shortage from my neck of the woods.
Nothing makes sense. We’re a big purchaser of all the typical modern workplace products. They’re really hard to get. Months long waits for not a small company.
We’re exploring hardware options for a new product. All the same chips we’re starved for are abundantly available on other equivalent boards.
Like, we found a board that’s more capable for a new product we’re developing than we need. And it’s cheaper. And it’s available in volume. And it shares the same Amlogic chips we’re backlogged on right now.
My best guess is there’s artificial scarcity on top of organic scarcity. Overbuying.
Nothing makes sense. We’re a big purchaser of all the typical modern workplace products. They’re really hard to get. Months long waits for not a small company.
We’re exploring hardware options for a new product. All the same chips we’re starved for are abundantly available on other equivalent boards.
Like, we found a board that’s more capable for a new product we’re developing than we need. And it’s cheaper. And it’s available in volume. And it shares the same Amlogic chips we’re backlogged on right now.
My best guess is there’s artificial scarcity on top of organic scarcity. Overbuying.
Sorry I should have said marketwatch…
Elon Musk says he's 'sold enough' Tesla stock to satisfy his 10% goal
Elon Musk said Tuesday he's met his goal of selling 10% of his stake in Tesla Inc., and criticized California for "overtaxation."
www.marketwatch.com
Artful Dodger
"Neko no me"
Elon executed tranche of stock options acquiring 2,105,171 shares today, then sold the usual 934K amount to pay income taxes:
I can smell the FOMO...
Cheers!
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