Member Info for fpvone

VW is not unique in this all big Auto has the problem of making ICE cars and trying to invest for EV. They are very late to the game thought they could blag their way through well the Proverbial has hit the fan not all will survive the transition Japanese are in denial could be the first to go.

Herbert diess of VW said the competition will be brutal and VW are not competitive. They tried to sack him 3 times but he has scrapped by. VW has €100 billion of stranded assets and also 3/4 of a trillion in borrowings so not a lot of wriggle room. They have one shot to get it right and so far they have ****ed it up. But they are learning fast. The biggest threat is sales slide and share slide together. So they have to act fast before the banks start sniffing around. They have a lot of political cover so safe for now.

Look at German auto sales very Grimm.

It's about price points with electric cars. Tesla makes the model 3 with 2 castings that makes manufacturing cheaper. It's all about mitigating the cost of the battery this is the most expensive part. This year we will see a $25000 Tesla Model 2 that will be the deathnell of ICE cars.

ZNWD is flying I think that his is cinovecs year both sides of border

CATL to build gigs factory in Poland. To supply Tesla and Neo???. There is somewhere they could get lithium hmmmmmmm

Very interesting can you point to further reading. I thought those single trades were pointers to direction not a controlling thing. So they put this low sale on book to freeze price and wait for bit of volume to uplift the spring. Just a case of timeing then???

You might find it's a false rise. Spread reduced from 12% to 8%

I might be wrong but Baconara was old American money one family had very large stake in company. The clay in sonata was originally used to cap oil well drill holes. Lithium was a great way of getting early retirement. They probably got 75% of what they needed so thanks very much it was a blast????

Everyone to their own but small investors like me does not move sp one jot. Between the MM and instos were just here for ride. Take this drop some days there are huge buys does not make any difference momentum carries on. The strategy here at moment is wait until January or Feb then buy back in. The size of drop is a bit strange though like someone is trying to drop price for VWAP calculations for low entry point seen that before???? What for rise in volume I mean big buys it will be game on then.

Can I say I believe the story is good here. But I still sold at. 42 set targets and stick to them. Even last week was a nice 20% spike got that one to. Waiting now for entry again tree shake would be nice but I suspect there is a large overhang at moment. The story is good here it will come good but take profits as well when there is a spike don't let FOMO dictate your holdings. Been in this game for decades and took a long time to sort that out. If you sell and get it wrong so be it wait for next cycle to start.

If Rio was interested they would have to buy out both sides of border CEZ would not be interested but EMH 49% possibilities.

Sp has moved 18% don't see much moaning going on???????

Is this being driven down for a VWAP calculation for low ball offer????

Another way to look at it is the Chinese have all the low hanging fruit. Loads of small projects but for real volume they have to invest in spod. Tesla still battery constrained got to be big move on cards.

SAV had a local consultation and the mine was rejected as it was open cast. Now it's up to national politics to ram this through. Check this thought as I sold out of SAV when consultation was announced.

The EU have no choice we have a trade deal and china has that in their back pocket. You have red wall motors, byd and xpeng motors will export to EU this will be electric cars only. These will be 30% cheaper than western EV. German auto fu**ed.

The EU and Germany don't give a fig. All they are interested in at moment is finding a way to slow Tesla. When they realise that they have missed the boat they will do what they always do and that is move the goalposts. VW is $250 billion in red there is no way they can swing to EV and survive as they are. You would have thought there would be some strategic thinking going on not a chance they only see as far as next quarter after that nothing. VW have tried to sack Herbert diess for the second time and he is the only one who sees the devastation of the EU Auto industry from Tesla and the Chinese not a hope.

There is a sell showing at 1033 at my buy price but I did not buy at one trade???

I bought 4mill at about 915 this morning. Wonder if they split it up to cover that buy???