We also don't know how competitive Silo is with Tesla's internal battery roadmap in 5-10 years. It comes down to one thing that JB says over and over, Tesla is the biggest battery manufacturer and also one of the most aggressive in R&D, so if anyone has any "magical" new battery, Tesla is their 1st call, guaranteed.
No, not really. Just trying to put all this in a more practical setting for those of us not so schooled in the ins and outs of the American Stock Exchange. LOL!Are you asking for a friend?I'm in the invest in TSLA camp, given currently depressed price, but each person's framework will be different.
It could be even more complicated if they continue to rely on China to build the cells, if their new cell technology is not compatible with existing battery manufacturing methods, then they have to convince their Chinese supplier to revamp their factory to build those cells. It will likely be a rocky process, compared with Tesla which can make the change in-house in a smooth and coordinated way.
I agree that will be a big thing, especially for driving new car sales, but if somebody really likes their truck or whatever, they don't own it because the fuel is cheap. And in addition, it's hard to say exactly where gas/electricity prices will go, although for anyone that puts solar on their home that will of course be a big driver.
Most buyers won’t dig that deep. If they did, Nissan Leaf sales would be zero in the lower half of the USA after seeing how the Leaf batteries have degraded. Those of us who have owned the Leaf have a long memory, however. That said, when you call most Nissan dealerships and ask about the “Leaf” they respond that they can do a “lease.” Lol
At this point, given GS's history of suspected "Chinese wall" violations, I think this is intended to give GS the chance to buy more TSLA stock cheap.
Specifically, looks like the buy side wants 330 strike calls for March 2019. Their sell side strategy desk is suggesting long converts and selling 330 calls. Who in their right mind would sell these when Tesla is going to pivot hard towards profitability in H2.
I'm running a naive extrapolation of the current exponential growth trend in production. There is some evidence that production may accelerate. I have reason to believe it won't slow down before 50% and probably not before 90%. The naive extrapolation gives 2030. Everyone always underestimates adoption, so I hedge my bets by saying that it might happen up to 5 years earlier.
