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For the first time, Caledonian interests have a majority share of ownership (51% including 30% for the SPMSC and 21% for employees of Prony resources (with 12%) and local populations (with 9%). Trafigura, the world’s third largest trader of raw materials has 19% ownership. Finally, La Compagnie financière de Prony, which brings together industrial investors, clients and the management of Prony Resources, has the remaining 30% of shares.
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Yet you were saying Vale was a problem for Tesla. This was sorted a year ago, with Tesla's help. There are good reasons to question Tesla's share price, valuation (my 2023 PE is 45), Chinese EV makers, supply chain problems, geopolitics....None the less they have shown an amazing ability to mitigate most of the issues others have faced.
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It looks like 54% of Tesla cars sold in the December quarter were LFP, that is they had no nickel or cobalt.
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1 Attachment(s)
Attachment 13626
Last 3 sessions have been great for short term trading :)
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July is going to be an interesting month for Tesla shares. In their Q2 results they may have to write off circa US$700 million from their Bitcoin gamble. In the scheme of things it is insignificant as they have almost no debt and close to US$20 billion in cash. The lockdown of their most profitable factory in Shanghai will also be costly.
Countering that Shanghai is back up and running at about 3,000 cars a day, the fledgling German factory is currently producing more performance Ys than Porsche is making Taycans. These should eventually be higher profit than the Shanghai ones as there is no import tax and less freight cost.
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Model X: Dual motor all-wheel drive Long Range Model X increased from $114,990 to $120,990, an increase of $6,000
Model X: Plaid stayed at $138,990
Model S: Dual motor all-wheel drive Long Range Model S went from $99,990 to $104,990, an increase of $5,000
Model S: Plaid stayed $135,990
Model Y: Long Range went from $62,990 to $65,990, an increase of $3,000
Model Y: Performance went from $67,990 to $69,990, an increase of $2,000
Model 3: The Long Range increased from $54,490 to $57,990, an increase of $2,500.
I am looking forward to seeing the Q2 production figures from the two new startups
(Even though shareprice is well down, I am still enjoying the daily swings in shareprice) :)
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update.... my
Price target for Tesla is chapter 11....
It's a gamble so invest accordingly....I'd say current discount has a lot further to go ....
Markets have been super bullish lately...
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