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  1. #1
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    Default At today's close of 918 Tesla's PE should drop below 100 in FY 2022

    It should be an interesting earnings call tomorrow.

  2. #2
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    Yes - guess that will be soon after 10am NZ Time

  3. #3
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    Tesla now has about 1.2 million preorders for current production models. If they do make 1.5 million this year it is almost all accounted for. They also have more than a million Cybertruck orders, so even if 90% of them cancel it will still take all of 2023 to fill them.

  4. #4
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    Recovering somewhat from their recent drop - finished today at 922.43 - a 5.33% increase for the day…

    Also in todays Reuters news…
    Australia's Liontown signs 5-year lithium supply deal with Tesla…



  5. #5
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    Word on the street is that the German factory will open on 22nd or 23rd of March. Texas must be imminent too, the Texas BBQ in Austin is scheduled for April 7th. It will be good to get some diversification, Shanghai has been amazing, but a Taiwanese invasion could render it near worthless.

  6. #6
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    Yes, diversity is absolutely necessary as current events are highlighting…

  7. #7
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    90% of the new LG batteries is Nickel. VW rejected the batteries due to supply risk. But it is Teslas big plan
    Basically that is over. Very bad news.

  8. #8
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    The lithium iron phosphate battery (LiFePO 4 battery) or LFP battery (lithium ferrophosphate) is a type of lithium-ion battery using lithium iron phosphate (LiFePO 4) as the cathode material, and a graphitic carbon electrode with a metallic backing as the anode.

  9. #9
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    Tesla has nickel supply contracts locked in, they also use a variety of battery chemistries (such as LFP above). Commodity prices rises will hit all auto manufacturers. My take is that this unfortunate war will damage ICE more than Tesla. It will also weaken newer profitless EV startups. Tesla will take a flesh wound, others will need ICU.

  10. #10
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    Might have supply but that isn't the issue. Most of those types of contracts have regular market pricing resets. So it isn't a flesh wound. I believe TLSA gets most of its nickel from its Vale contract. Vale is heavily reliant on New Cal. But in terms of long term planning it is a pain. That mine is disputed and actually was about to close back in 17/18.

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