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shlokavica22
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Total says batteries investment depends on level playing field with Asia — Reuters
“
Today, if you want to provide an electric vehicle in China with a battery, it must be built in China by a Chinese manufacturer," Pouyanne said.”
Except Tesla?
“
Today, if you want to provide an electric vehicle in China with a battery, it must be built in China by a Chinese manufacturer," Pouyanne said.”
Except Tesla?
But if oil becomes too cheap no one will want to sell it and it will be the end of the oil era and all profit go toTelsa
I've seen multiple hints that Panasonic is angling for a merger with Tesla. They did a very curious reorganization a while back, putting their entire worldwide battery business under their primary North American corporate entity -- and IIRC removing a bunch of other stuff (such as retail consumer product sales) from their North American corporate entity -- so that their North American corporate entity contains only products which Tesla might be interested in. This feels very much like angling for a merger. Both companies are relatively short on cash, so they may be aiming for a stock-for-stock merger of Panasonic's North American corporate entity with Tesla where Panasonic ends up with a hunk of Tesla stock.
You heard it here first.
We're in a bear market, like I said.
:sigh:
I should probably sell a bunch of stocks but I'm not gonna. I like my direct stock investments (all 7 of them) and I will not fall victim to market timing. That said, if my cash merger arbitrage trade pays out, I'll just keep the cash...
Alphacrux
Member
Buckminster
Well-Known Member
Good luck with that. Kimbal's got more chance of a 50:50 merger of Next Door eatery / Tesla than Panasonic!
I'm happy with my buy on a $250 Feb '19 at $99,51. We'll see where it goes.
Still rather annoyed that the $18k I transferred to Interactive Brokers hasn't been registered yet. Hope the price stays down long enough for me to get to buy more calls at a good price
Yes, this. Thanks for being the first person to lay out the math on this. Tesla has a *lot* of internal trucking needs. Using the semis in-house is a *very* high ROI in avoided fuel costs, avoided third-party-trucking-firm profits, etc.
Tesla is planning to mainly use Chinese cells at Giga 3 rather than Panasonic.
Let me just list Tesla's internal truck needs.
-- Suppliers to Gigafactory
-- Suppliers to Fremont
-- Suppliers to Buffalo
-- Gigafactory to Fremont
-- Fremont to Lathrop
-- Fremont to Delivery Centers
-- Lathrop to Delivery Centers
-- Fremont to Port
-- Lathrop to Port
-- Gigafactory to Port
Even if they go back to using rail for what it's best at -- bulk transport from a mine to the Gigafactory, or bulk transport from Fremont directly to a site outside Chicago -- they'll still be using lots and lots and lots of trucks.
Noooo, that's not how it works. Panic about Eurozone economics, with flight from euro to dollar, means companies with majority of sales in the EU drop, companies with majority of sales in the US go up, regardless of listed currency.
That expression is going nowhere.People still say "take the reigns" right?
"reins", dammit, you direct a horse with "reins"!
Not to be confused with the "reign" of Emperor Donald the Orange.
shlokavica22
Member
What's your reasoning for choosing this particular strike?
Yes. Do you read your warning disclosures on financial accounts before signing them? I do.
You can lose more than you invested on simple short-selling, and the brokerage can go after your house and car.
This guy Cordier was trading naked options on commodities futures (!!!), which is like triple leverage to the max.
---
Personal story. Relative of mine inherited some of what we thought were oil royalties.
Turned out... they weren't technically royalties. They were something called "working interests". Which means that they potentially carry future *environmental cleanup liability*. We couldn't give them away to charity, because the charities didn't want the potential liability! We eventually managed to sell them on terms which indemnified us for all future liabilities. But goes to show, check the fine print...
And I imagine they would be able to negotiate with suppliers for different pricing for picking up goods from ports/factories than taking delivery at Fremont, lots of trucking involved there too.
I believe this is accurate, but Google Translate tells me they *plan* to raise the money through local banks, and they *believe* they can get 3-5% interest rates. They also confirm the amount of equity which Tesla will put in later (which we knew from the registered capital filing).
I set up a probability spread of stock values and calculated expected returns on them. Best returns based on my probabilities are expected with strike prices from $250 to $300. My goal was to buy with strike prices at both the top and bottom end of the range. $250 was bought with a limit order so it's possible that something else "near" $250 might have had a lower bid-ask spread, but... meh.
I focused on February because I have little confidence in how movement before the Q4 report will go. I considered going with high strike Jan '20s, betting on excessive optimism (with plans to sell after the Q4 report), but I felt more confident in my ability to assess Q4 and the stock price's reaction to that than to assess other peoples' long-term overconfidence / optimism.
After I feel that the Q4 report is properly priced in, I'm planning to roll to April '19s, which should (hopefully) price in the Model Y unveiling (penciled in for 15 march, but we know how these things go), and (cross my fingers!) a Moody's upgrade
After the Model Y unveiling is priced in, I plan to roll to May '19s to factor in the Q1 report.
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