The new lines are only 3GWh/year each, not 5. (Bringing them to 29 GWh/year) And I think the thing people missed about the "by the end of the year" message is that they meant the end of the FY for Panasonic, which happens to be 3/31/19. So I think they are still on track for the original estimate.
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The new lines are only 3GWh/year each, not 5. (Bringing them to 29 GWh/year) And I think the thing people missed about the "by the end of the year" message is that they meant the end of the FY for Panasonic, which happens to be 3/31/19. So I think they are still on track for the original estimate.
Artful Dodger
"Neko no me"
Please spend a little effort into reading the comments I've posted explaining my reasons, and it's not especially helpful to state unsourced opinions. Frankly I'm weary of debunking this.
TheTalkingMule
Distributed Energy Enthusiast
Shorts love attacking in these preholiday doldrums. Awesome to see SP snap back immediately, hopefully we close neutral just to depress the shorts.
To party on a rocket day is for starters.
But to look into a bright future when everything’s goes south, that’s what we need.
So what is great about today?
To feel, how immune you got over the last year to this small downs.
Fire away!
But to look into a bright future when everything’s goes south, that’s what we need.
So what is great about today?
To feel, how immune you got over the last year to this small downs.
Fire away!
https://teslatopinfo.com/2018/11/20...n-china-with-interest-rates-likely-to-be-3-5/
Google Translate
note:
looks like this news is a few days old, but haven't seen it reported anywhere outside chinese media.
Tesla (TSLA.US) or raised about 1.3 billion US dollars in Shanghai to promote the construction rate of 3-5%
November 17, 2018 09:23 Zhitong Financial Network
Google Translate
note:
looks like this news is a few days old, but haven't seen it reported anywhere outside chinese media.
Tesla (TSLA.US) or raised about 1.3 billion US dollars in Shanghai to promote the construction rate of 3-5%
November 17, 2018 09:23 Zhitong Financial Network
Last edited:
Buckminster
Well-Known Member
Rivian Pickup ladder skateboard looks expensive and heavy compared to model 3 underframe (no longer a skateboard really):
If you buy and don't exercise options, you'll only win or lose money - and the probability is higher that you lose money. Cordier sold options, that's the really dangerous game.
Fact Checking
Well-Known Member
So China local debt was probably what the RBC meeting with Tesla was about?
That's good news: neither equity, nor convertibles, nor corporate bonds.
I'm surprised this would pass through the tesla snoopers filter for a few days. Should wait for a second source. It's ammo for both shorts and longs
ZachF
Active Member
Rivian Pickup ladder skateboard looks expensive and heavy compared to model 3 underframe (no longer a skateboard really):
Eh, It just looks like a more beefy body-on-frame (something better fitted to a truck) version of the skateboard.
X Fan
Active Member
A single anecdote: my son’s LR 3 was produced 5 days ago and will make it to the east coast in two weeks.
*Selling naked options. Selling covered options is level 1 and less risky than buying.
EVNow
Well-Known Member
I don't see how selling covered calls is less risky than buying. When you sell a covered call you can lose your shares and are exposed to large opportunity risk. When you buy a call your upside is very high and downside = what you paid.
JRP3
Hyperactive Member
Yes I'd expect a pickup frame to be heavier duty than a sedan like the Model 3.
You artfully dodge answering a very simple question.
"Why do you believe that all Panasonic can manage (going forward) is adding one new 5 GWh line per quarter?"
You stated earlier:
"That's NOT the point. The POINT is that while Tesla is battery constrained, every battery cell allocated to Semi production is a battery cell diverted from Model 3/Y production"
"Each new (enhanced) Panasonic battery line at GF1 adds about 3GWh capacity per year. That's enough for about 5,000 Semis with the smaller pack size."
However last September 26 Electric reported the following:
"Tesla Gigafactory 1, which started in 2013, has already grown into the biggest battery factory in the world with an annual production capacity of over 20 GWh.
Panasonic said that it planned on adding three production lines to increase the capacity to 35 GWh by the end of the year to support the production ramp. "
Perhaps Panasonic changed this announcement to 29 GWh for adding three lines by end of year and I missed that. If that's the case, would you mind posting a link to the revised statement? If not can you stop referencing 3 GWh per line?
You seem to have assumed that because Panasonic fell a step behind meeting Tesla's demand for more cells this quarter and Q3, they will never be able to add enough new lines in 2019 and 2020 to meet the number of vehicles Tesla can produce in that time frame. Unless you are privy to the internal communications between Tesla and Panasonic about matching cell supply to demand, what facts can you cite to prove Panasonic at GF1 will not be able to add lines to reach the goal of 105 GWh at GF1 by the time that Model Y is being produced by the hundreds of thousands? Model Y reveal will be this March.
We can hope that it's ramp will begin by Q3 or Q4 of next year. Large volumes won't need cells from GF1 until 2020.
While more M3s will initially be assembled at China GF, Tesla plans to produce cells there to supply the larger volumes they will build up to.
On Oct. 31 Electrek reported:
Panasonic CEO Kazuhiro Tsuga commented (via Reuters):
“Investment for capacity beyond 35 GWh means that Tesla would also need to make substantial investment in vehicle production, so we will closely align with each other,”
BTW, if you are mistaken about as basic a fact as the number of cells the new lines produce, you need to pay more attention before cooking up your theories and presenting them as if they are fact.
EVNow
Well-Known Member
Jovian
Member
People on Reddit say that in this article: Tesla hints at seeking new battery suppliers in blow to Panasonic
“There’s no way a single company could cover all the immense need for auto batteries,” Yoshio Ito, the head of Panasonic’s automotive and industrial systems company, said in response to Musk’s tweet. “We’ll discuss the matter with Tesla, but we’re envisioning a range of options.”
I can't read that article so can't confirm it, but might be what you're looking for.
OK, realistically the guidelines are from the broker's perspective - they would rather you lose your opportunity and have money than put all your money into weeklies and have no money in a week. It all depends...
Option Approval Levels | InvestorPlace
Anstandswauwau
Member
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