Member Info for jimb2

Challenges and Opportunities in the Lithium Market:

Interview 10:16 long but the last couple of minutes are particularly relevant from the link I've time stamped at around 8:30.

Explains how the oversupply view of the market is flawed.

https://youtu.be/Qj4pfE8euVY?t=8m25s

He has repeated this over the last few months, the market is counting spodumene in China as battery grade when in fact there's challenges in converting it!

My view is we will see a realisation of the true impact once the EV production ramps up over the next few months.

Curves:

https://twitter.com/elonmusk/status/1027294935504936960

(FrankieH, it's looking like a J curve - Tesla cars delivered since 2012, it's disruption!

If Tesla could double production they would sell every car they produced, if Tesla could quadruple production they would sell every car they produced, etc, etc.

I'm a 'Strong Buy' for KDNC

The best entertainment for decades will be later today, some interesting tweets.

https://twitter.com/elonmusk/status/1026914941004001280?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

The media is picking this up globally.

Enjoy, I might get a few beers in and some popcorn!

And the global press will add to the shorters misery:

https://www.theguardian.com/world/2018/aug/08/wednesday-briefing-elon-musk-ill-take-tesla-private

Doh!

Any ex Vialogy holders (TW victims)

The technology or 'similar' is now being adopted widely.

https://www.bbc.co.uk/news/av/technology-43814331/shark-spotting-drones-help-keep-swimmers-safe

Getting interesting and this will certainly have the shorts worried from the press article (FrankieH)

There was no indication where Musk would get his financing for such a massive transaction.

~~~~~~~~~~~~

But earlier in the day, the Financial Times reported that Saudi Arabia's sovereign wealth fund, overseen by Crown Prince Mohammed bin Salman, has built an undisclosed stake of between 3 and 5 percent stake in Tesla.

Now this is exactly what I'm expecting to see over coming months big oil money protecting their existence, was the 5,000 monthly model 3 production target a trigger for the Saudis (if true)?

http://www.autonews.com/article/20180807/OEM05/180809805/musk-tesla-private-twitter

Good press if you are not short LOL.

looks the same type?

http://www.bop-products.com/

U RAM BOP’s from 7-1/16” 3,000 PSI W.P. TO 26-3/4’’ 3,000 PSI W.P.”

Now how do those shorters feel?

I wonder how many positions will be closed?

If only the eBay auction was a week earlier TW would have looked a bigger Twat setting off from Horse Hill__!

An egg cup of oil at £2500+

Never mind there's likely to be bigger news in coming days.

Trolls:

They are often investors looking at a paper loss and pointing the finger of blame to BB's and Bods, however if they turn profit they are the smartest ass on the planet.

Man up people!

Or they are trolls incentivised to do so by corrupt market abusers.

who the f**k likes pizzas anyhow?

http://www.autonews.com/article/20180731/COPY01/307319942/jaguar-land-rover-posts-loss-on-china-incentives-diesel-decline

The order book for the I-Pace electric crossover is ballooning, Tata Motors Group CFO P.B. Balaji said on a conference call.

The message is clear don't you think?

Oil be there,

Jess Glynne

https://www.youtube.com/watch?v=iQp1_GfDhwQ

Just for you TW

Ti, core followers, the rabble!

Eureka,

Five minutes explains most I need to know - Type 1

Thanks Maccy for the link, from around 27:20:

https://youtu.be/SCQuL4rVAlg

Big contract in Germany for it's flow storage, oh well competing on grid scale isn't bad but shows how we are well on the way to energy disruption:

https://otp.investis.com/clients/uk/redt_energy_plc/rns/regulatory-story.aspx?cid=1623&newsid=1127863

degsie,

Have you heard of Dong Energy?

September 2017

Following May’s announcement by DONG Energy that it intended to divest its upstream oil & gas business, the company has this week revealed that it has received regulatory approval to proceed with the $1 billion divestment transaction to London-based chemicals company INEOS

~~~~~~~

To remind, DONG Energy on Friday completed the divestment of its upstream oil and gas business to INEOS. As part of closing, approximately 430 employees have been transferred from DONG Energy to INEOS.

Dong are now:

Watch the video!

https://orsted.com/

GL

https://twitter.com/BacanoraL

July 18th joined twitter so my money is on a typo, 450,000/1

https://www.solarpowerportal.co.uk/news/free_home_batteries_to_be_offered_alongside_vehicle_to_grid_technology_foll

'Business model innovation'

note the batteries they are using!!

https://electrek.co/2018/05/23/home-battery-pack-company-sonnen-secures-investment-round-oil-giant-shell/

And shell have bought First Energy so utility company,
could all be coincidence but either way it will happen a race to provide storage at a competitive price,

http://www.autonewschina.com/en/article.asp?id=17869

two or three surprising facts in this article?