Member Info for fpvone

What the Auto OEMs do not get is the new way of manufacturing it's back to vertical integration everything in-house and their own teams following the
resourse path. Even if it cost loads in investment if it's cheaper go for it. This is what Tesla does but Tesla does not have historic dividend and pension deficit. Ford is 174 billion in hock so not a lot of leeway

Dreiss of vw told the board that electrification is the only way forward. He had a lot of resistance from unions and the board who wants to continue with diesel. He threatened that he will resign and dropped the bombshell if no electrification ve will be bust in 10 years.

Mm moping up everything they will keep lid on until they have their fill.

The video I saw said circa 200gwh it could be either side but like you said massive numbers. If they build trucks I can see it going up even more.

Tesla is putting out noises about building compact cars in EU market. Local design for Berlin factory. Heads up Berlin will produce 2GWH of batteries annual production. That's HUGE if they long haul the raw materials from Aussie or Bolivia sums do not add up??? This could get very interesting Tesla could provide very cheap loans to aid development and juicey offtake let's hope for nice Xmas.

Emh is the only logical answer. This cluster of huge factories need lithium cannot see all these going into open market and scramble for various quality cells. Tesla has shown the way offtake with emh and input into processing for individual needs.

Not childish banter I was asking a question. It is well know mm drop to bottom of spread to fill limit order. It stayed low but at time I was wondering if the buys had been filled. I was wrong but at home it was a Possibility

Probably holding this down to fill massive buys Friday???

Are MM sucking up shares ready for cz listing???

Not bad 10k bought and 441 sold no movement durrrrr

I think EMH is starting to be on the radar of American investment clubs. They are bid over there.

7kbought£9 sell. Price drops can't make it up. I bet it finishes blue

Just watched a YouTube on battery materials. They were talking about hard rock extraction. Very interesting they said if you add up all lithium needed until 2025 4.5million tons of hydroxide is needed and production is less than a third of that. The big squeeze is end of 2021 to 2023 even Tesla will struggle. Also if manufacturers are not verically integrated they have no hope. So I think we will see binding off takes and cash up front???. The people talking one of them was a Australian mining financier

Ah dilution Dave. Same here it's even worse over there now

He has been on YouTube for months very good info

It's not the amount of ore that limits capacity it's the process plant PFS was drawn up with minimum spend in mind. It's how much off takers will project and stump up is the question??

One wiff of Tesla involvement we would really be off to races. Strange that one video kicked this off if that is the reason.

Is there any sellers above sp.

Not in year 1 but the demand is about 2.3TeraWatt/year of batteries in less than 5 years what slice we have is unknown but it's more than our 22500 tons?????

Yes musk seemed to have lost it over that. I think the shorting of Tesla got into his head, he was quite erratic for a while. Guess who is having last laugh now.