Member Info for fpvone

Part deux anyway biggest bottleneck is the processors and this is EMH selling point one stop shop.

I think you will find that the li shortage is because the chilian suppliers promised a 300% uplift and the government shut this down because they used to much water. The miners were illegally pumping the water reducing water table. The rest of this stuff about CEZ sounds like a Facebook conspiracy not based on fact at all. Why all of a sudden is this being brought up Baseless smears I would say.

You might find some of that is poor translation of legal speak. I find it difficult to believe Keith has not covered his back. Things like this is normal in commerce.

That's why they cannot make money on EV. Auto adopted the buying model for parts they cannot make she**t.They have to vertically integrate to drive down costs. Look at the I. D4 perfect example of she**tshow.Tesla makes nearly everything in house they have best software and hardware engineers in the world. This allows them to Inavate and drive costs down.

Wow EV transition over in 3 lines. Make no mistake if you think big auto are competing you are sadly mistaken. Big auto make EV but lose massive amounts of money on each car. Take Ford as example this is a company that is $140 billion in the red. It has been squeezed so they only make money in one sector that is trucks. The pre order for cyber truck is worth more than the whole company. Anyway the don't make cars the f150 is a rebadged rivian. Also it's not the number of cars you make it's the profit per unit that's important. Tesla has this well covered. As Tesla moves down the price point of their cars traditional auto will fold.

They are so clever they lost $550m between them. The shorts on Tesla lost so much money they could of built 9 gigs factories. What a waste.

Gordon Johnston what a pr**ck.keeps saying Tesla only worth $187.Very selective with the data to try and support his arguments. If you watch YouTube have a look at "solving the money problem" fanboy but very knowledgeable on Tesla and does the bull case some serious justice.

There is always opposition. As income rise the chattering class are secure so turn to other things??

I stand corrected it was an issue when I was in REM

If I remember correctly BCN is run by very old money. They are not interested in mines just returns for families??????

Capacitors will deliver a lot of power over a very short period. But the voltage falls at an exponential curve so useless for long term delivery.

I think vw will move first maybe to slow down Tesla. Try and lockout or delay for couple of years. Best off the wall solution chez signs Skoda and EMH signs Tesla as a joint venture.

Taffy

Manufacturers are caught between supply verses price. At the moment suppliers can tell auto to shove it if they won't pay the price. When you hear of auto with long contracts that can mean weakness on autos part. Locked in at a high level. This is another of Tesla's strengths they are integrated into supply chain and can control prices better. The producers and suppliers work together to achieve most efficient cost curve for each other. We will never know the price but nobody has walked away yet. Tesla need 200Gwh of battery supply. Elon has stated openly Tesla is battery constrained. Nickle is a big problem as with all other materials. That's why they moved ot lifep04 cells to free up nickle and cap costs.

That bring back unhappy memories uranium was pushed big then. A lot of American producers retired on that surge plus lots of burned fingers. I got hot fingers dropped out with some losses but ok to fight another day.

WOw you just look at SAV dilution nearly 40% drop in sp. Keith did the deal that kicked us off from 18p to over a £ at one point. This sp is going to blow at some point it has been said many times you have to be in it to win it. The sp has been played with many times drive it low and hold it there for next cycle. This might be start of the next one if speculation is correct. As a picture the only controlled you have is buy/ sell and length of time to hold follow the story not sp. Can be painfully at times but at some point it will all come together???

Everyone has been here. Good luck elsewhere. I was lucky at cash raise I was out after strong rise waiting for entry. I looked back at some research I did years ago on sav and come to the conclusion DA is full of she**te.Been in sav twice now come out very slightly up but will stay well clear for forseable.

One sniff of an offer the sp will be at fair value within 2 minutes.

Are we moving towards an EU only supply deal. Effectively locking out Asia???

The USA Congress are going to pass a EV subsidy of $12500 for every E. V sold. This is going to shock the supply chain lithium just become a gold Star+ product. This makes even those idiots at Ford profitable. Top end $42 billion stimulus.