Member Info for Dogberry101

Apple now exceeds 2 trillion dollar valuation and looks to be going great guns. We are led to believe that our products find their way into Apple products in quite a big way. So why are we down 5% today and been bumping along the bottom for so long.

Luke
It was not just horses to cars in 13 years they also had to build the roads the oil industry and fight a world war at the same time. Its much more simple now the infrastructure is built all they have to do is make lots and lots of lovely Nickel rich batteries to power the electric transport revolution.

I am amazed that there are so few posts on here maybe holders are all in shock -the five for one split may be the catalyst for the latest upsurge but I don't get it surely the price should go up after the split when the shares will be more affordable. I think there is a dawning realisation that battery day will be really significant and that is driving the stock forward.

Hi Scout
The demand for Nickel will primarily come from Tesla. Tesla is into batteries really really deep they may be in partnership with other providers like Panasonic and CATL and LGChem because they needed them to produce cells at scale for incorporation into Tesla battery packs. A big but - all the time they have been using batteries they have been improving the cells and the software constant innovation and improvement resulting in Tesla being years ahead of the rest. Tesla will unveil a battery cell production line for their newest latest iteration of years of research and improvement on Shareholder and Battery day 22nd September. This line is not being run in partnership with any third party it will be making Teslas new battery cells and they will be spectacular. I am now speculating here they will be Nickel rich probably containing no Cobalt (off chance a very small amount) they will be made using a dry battery electrode from Maxwell probably using a silicon doped graphite (small chance graphene) and will almost certainly have tabless electrodes. The result a moderately high energy density really long battery life (million mile + range) cheap less than $100 per KWh. I also expect that the cells will be bigger so fewer are required per pack and because of a less complex manufacturing process a more reliable cell with less waste. This battery will be used in the higher performance Teslas and the new Semi and Cybertruck. These new cells are already being made at the Kato Road facility near the Fremont factory.

Hi Flavour
Now that's what I call share performance so far this up just shy 300% and its not even battery day for another month or so.

Jeff Dahn Teslas battery researcher seems to be of the opinion that Cobalt is not needed in lithium-ion batteries (see the limiting Factor on Youtube). So I would not be surprised if Tesla introduce a new battery next month containing no Cobalt being manufactured in their Kato Road facility on new battery lines the really good thing is it will contain lots of Nickel.

Hi DJ
Not thinking about EV's for a bit is fine but not thinking about batteries won't do. Tesla is currently the biggest user of Lithium-ion batteries and cannot get enough of them in fact it has acquired technology and built its own battery production facility to make more batteries and is in the the process of increasing battery production 30 times current production by 2030. I doubt stainless steel will increase anywhere near that rate.

Hi JA
I am pleased that you like the idea of electrified transport, you do seem to be woefully unaware of how the electricity grid works. Essentially the electricity has be produced as it is being used and as we all know usage is not stable there are peaks and troughs which gives the producers quite a headache and results in the grid having a lot more capacity than it normally needs just to meet peak demand; they even have peaker power stations for this. Most EV users charge up their vehicles in the early morning on cheap tariff electricity which actually helps producers use power that they have which nobody else wants. London is not the UK and there are solutions to powering EVs on terraced streets from lamp post chargers to induction chargers. I suggest that you look up Plug Life on You Tube where Dr McTurk will give you the answers

Presumably this is what caused the surge last week. I am not happy that we are being told now when others obviously knew last week and dipped their bread in big time this is not the way to run a business.
However it does appear that we have a product that someone actually wants to buy which has got to be good.

Surely with this increase in share price the company should be issuing an RNS even if it only says they know of no reason for the increase

It
It's Q2 results that came out on 22nd. Tesla now eligible for S&P500 so I am thinking that is what will happen within the next month then there are approximately 3 trillion dollars worth of Tracker Funds and other funds interested in disruptive technology etc that will need to have holdings in Tesla. Apparently some of these funds will have already purchased shares and be holding them in other accounts ready to transfer. At a value of 300 billion dollars Tesla will be approximately 1% of the S&P500 I have seen estimates of between 45 and 60 billion dollars worth of shares being required (I am pretty sure that I would have noticed positions that big being taken). I also understand that there are some 20 billion dollars worth of shorts in Tesla so expect a lot of FUD from the shorters who stand to lose even more billions when the price goes up Gordon Johnson was spouting on Bloomberg just a few minutes ago
The futures bright its electric - used, saved, packaged, stored and sold by Tesla

Qd
If our Tech is as good as they say whoever builds 5G will need it.

Hi Option
I think they should be flying by supplying whoever is making 5G kit and Apple have decided to replace Intel and make their own chips hopefully using IQE wafers.
Apparently Softbank will be putting ARM up for sale so you may be able to buy some back.

Just found this from CNBC hardly one of the pro Tesla fan sites
https://www.cnbc.com/2020/07/10/tesla-appears-poised-to-electrify-the-sp-500.html
Maybe you should invest in some puts just in case.

I thought you were supposed to be good at predicting the future.
Q2 results out 22nd July, I am pretty sure there will be a small profit, I am almost certain that if they do not make a profit that any loss will be tiny. What happens then - Tesla will join the S&P500 and a lot of Tracker Fund managers will be obliged to buy a lot of Tesla shares. Tesla fan boys and long term investors reckon there are not a lot of shares available honestly where do you think the price will go?

Thanks and you are correct I shouldn't be posting before breakfast.

Hi Jimb
About 500000 this year but thats not the point. More pertinent is that the Gigafactory Shanghai was built in 11 months and is being more than doubled in size now and should be completed by the end of this year, Giga Berlin is out of the ground and will be producing early next year and Terrafactory Austin is coming along nicely. Also what other car manufacturers are not stating is their cost of production GM have a quite successful EV the Chevy Bolt unfortunately GM only make about 35% of the vehicle and are reckoned to be losing $9000 per vehicle.

Hi Luke
There is a lot about the S curve in this If you look up Tony Seba on You Tube on S Curves for new technologies it would tend to indicate that new technology S Curves are getting steeper he has tracked numerous new technologies from uptake of motor vehicles through electrification, telephones, TV, colour TV, computers, mobile phones etc. Not only that but the other logistical infrastructure problems that were overcome in 1905 I think there was only 4000 miles of paved roads in the USA and no petrol stations. EVs will profit greatly from UK government incentives for fleet buyers EVs are by far the best option now; and the new green deal in Europe with those substantial government incentives in conjunction with upcoming advances in battery technology will reduce the cost of Evs to rough price parity with ICE vehicles I believe within at most three years and possibly (dependent on Tesla battery day) within months.

Does anyone know if Versarien / Gnanomat or any of their boffins is in the Battery 500 Consortium?
Just a thought that they might be because graphene might feature in the mix.

It is interesting and gives interesting insight into the EV elephant in the room Chinese produced electric vehicles.
However there was not much about the leader of the pack (battery pack) Tesla who have signed a contract with CATL for LFP batteries to be used in the Chinese built Teslas - CATL state that their LFP battery is ready and available to anyone but it is 10% more expensive.
As far as I am concerned all bets are off until Tesla Battery Investor day now rescheduled for 15th September; no doubt there will be stuff on LFP batteries but I think there will be unveiled a new battery and battery manufacturing technology which will be a larger format Lithium Nickel Aluminium battery with a dry electrolyte with a tabless cathode with very little maybe no Cobalt that will be capable of very rapid charging will have better stability and durability will last in excess of 4000 charge cycles have high energy density AND be cheaper and easier to produce in very high volume. It will almost certainly be the game changer for the auto industry because it will bring the battery cost down to $80 per KWh at which point EV and ICE cars have purchase price parity given that EV running costs are so much lower than ICE vehicles game set and match to Tesla.