JRP3
Hyperactive Member
While troubling the bird kill numbers are miniscule compared to other man made objects, like buildings.
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Tesla Gigafactory Investor Thread
- Thread starter teddyg
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Norse
Active Member
Polypore likely to receive royalties following Tesla plant launch, says Wedbush
Wedbush predicts that Polypore (PPO) could obtain $20M in annual royalty revenue as a result of the launch of Tesla's (TSLA) giga factory. The firm says this royalty stream would be attractive for Polypore, and keeps a $28 price target and Outperform rating on Polypore.
Anyone know what this is? and the price target must be wrong trading at $32.50
Wedbush predicts that Polypore (PPO) could obtain $20M in annual royalty revenue as a result of the launch of Tesla's (TSLA) giga factory. The firm says this royalty stream would be attractive for Polypore, and keeps a $28 price target and Outperform rating on Polypore.
Anyone know what this is? and the price target must be wrong trading at $32.50
JRP3
Hyperactive Member
Since Tesla seems to be planning to make the separator membranes in house they may license the technology from Polypore
Cross posting from another thread here, but is anyone interested in the convertible note offering? I've been trying to get more details about it. I sent an e-mail to Morgan Stanley, but they said they do not have the prospectus for the offering yet. Has anyone gotten a prospectus from another source?
yes, great article. This marks the day that Tesla is no longer looked at as just an auto company but much more
Benz
Active Member
About the location of the Gigafactory, I would suggest to take into consideration that a location with a low probability of occurance of natural disasters would be preferable. Just an idea.
I live in Chandler and the city is actually working hard to build a 'tech corridor' in the hopes of luring more good jobs here. As much as I would like to see the GF come here, I'm concerned the politics might keep Tesla away. Mesa did just get the Apple facility, so maybe we'll get luck here? And there's obviously plenty of sun and open desert around to build a massive array of solar panels.
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I thought about that for a minute too, but it's not really in a location to expand to the size Tesla would need (there are other Intel fab buildings around it), plus there's no room around it for a huge solar array. Though - this is a huge hypothetical - that plant practically borders an Indian reservation. Lots of open space there. There might be some incentives to building (either the GF or the solar array) on Indian land. But I'd put that on the longest of long shots list.
Norse
Active Member
Wedbush reiterated an Outperform rating on Polypore International (NYSE: PPO) with a price target of $38.00. Analyst Craig Irwin thinks Tesla's Giga Facility could drive an attractive royalty stream.
theganjaguru
Guru
... Maybe the Giga Factory is the reason why Apple met with TSLA last year, not to discuss buying TSLA, but to discuss being a partner with the factory. Apple has a green track record building green data centers and definitely has a thirst for batteries. Plus they seem to have a ton of cash they aren't doing anything with....
Oh, and if Texas is a finalist for the factory, they better quit with their anti TSLA NCDA loving ways.
Oh, and if Texas is a finalist for the factory, they better quit with their anti TSLA NCDA loving ways.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Isn't truth though that Texas is into whereever the money is? Yesterday it was oil, cattle and such. Tomorrow it will be solar, batteries etc. Nothing wrong with that?
theganjaguru
Guru
Texas is already becoming green when you look at wind power generation.
Gas 2 | Bridging the gap between green heads and gear heads.
RENEWABLE ENERGY: New power lines will make Texas the worlds 5th-largest wind power producer -- Tuesday, February 25, 2014 -- www.eenews.net
It must be all those MS's, they have Cali-cooties that make unsuspecting drivers want to do yoga and be green. Standard option for all MSs shipped out of state.
Except Elon wants to use solar energy, that pretty much dictates one of the states in the extreme south (bordering either Mexico or the Gulf of Mexico).
Solar in IL isn't a very logic thing, in the TX/AZ/CA/NM - Mex border it's a great resource.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Sure, I just meant my impression is that Texans have been generally good at adapting and going after the money without hesitation, perhaps more aggressively than others? Then again maybe these are just my prejudices from across the Atlantic?
No. Texas only cares about the integral, other places care more about the curve.*
* This analogy is used as a compliment to TMC members.
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