Tesla, Inc. (TSLA)

TSLA Stock is currently at a price where a small number of large investors are able to sell their shares to the greater public including the ETF, 401K, and the like at a significant profit. becuase the price is so out of alignment with the stock market averages, they can take their time in order not to cause a panic drop. Once they have unloaded a majority of their positions, it will be up to the retail stock holders to keep the prices up instead of on the insitutional groups. unfortunately, retail holders cannot coordinate well enough and the institutions only need to increase their short positions to generate ALPHA profits (profits both directions.) Tesla is the perfect vehicle for this, a cult following and actually simple tech (batteries and electric motors) that can be made to appear like high tech rocket science. the averageinvestor just repeats meaningless techno jargon but has no real comprehension that battery tech has been around for two hundred years.

Main takeaways from battery day:

- 10 TWh of internal cell production by 2030
- 54% range increase
- 56% reduction in cost per kWh
- 69% reduction in investment per GWh production

Incredible news for long term investors, nothing crazy for day traders.

I asked my hubby to use simple words to summarize the battery day.😅Here is his report:

Most important takeaways in the order of importance：

Battery Production
Tesla has completely reinvented battery production and design. Conventional process takes following steps
Mining company mines raw material (ores) from earth
Extraction company extracts minerals/metals from the ores.
Processing company process the minerals/metals to produce “High Grade” materials required for battery
A battery company uses these materials to manufacture cells

With the new innovations, Tesla has simplified this process
Mining company mines raw material (ores) from earth
Tesla takes the ores and process it to include in cells

This reduction in processing removes middlemen and significantly reduces cost. Since no other battery company has this technology, Tesla is easily 20 years ahead due patent protection.

Silicon
All convention rechargeable cells and batteries use graphite in cathode part of the cells. Graphite is nothing but a planar form of carbon, which is also used in pencil lead. Although graphite is common material on earth, silica (sand) is far more abundant. Further, extracting silicon from silica in large scale is well established by semi-conductor industry. Silicon is also not flammable, unlike graphite, which can burn. There are several advantages of using silicon, but has not been used as it can easily breakdown. Tesla has figured out a way to prevent this from happening. If it truly works, then this is an significant step forward in increasing power density

Integrated Design
Tesla is utilizing battery integrated in Aluminum frame as a structural material. Most cars are made with heavy material (e.g., iron and steel) to increase the weight. Increasing weight is necessary so that the car does flip or tumble when turning at high speeds (e.g., exit ramp on highways). For this reason, aluminum (which is lot cheaper and lighter) cannot be used. Tesla is using the battery’s weight and density to overcome the weight challenge with aluminum. This significantly reduces cost of structural material for cars.

Battery Design
Tesla also completely re-designed the architecture of cell. This again gives them lead against competitors by 10-20 years.

Anyone with negative money right now? Please don’t worry... Tesla is going to be a trillion $ plus business within a few years. No battery, car or company will be able to keep up with the innovation of Musk and co. I believe this will be a multi trillion $ business within my lifetime. I was slightly underwhelmed by “battery Day”, however after digesting the information I am almost certain my investment will make me a ton of money. Don’t sell and lose, stay long and strong. I use Tesla Daily for some of my DD, here’s a link for anyone who wants to know... https://m.youtube.com/watchv=_hSlLskpttA

Anyone who wants to battle about the PE?.... I’m not interested, do your research or watch us prosper. I wish everyone well either way, I hope we all make money one way or another! Please don’t make fun of others that lose though, that’s gloating and extremely disrespectful. Fact:- We’ve all lost at something in our life.

Regards, Rich.

Wait a second. On September 10th I bought some shares for $340 and right now they are about $400 premarket and I am supposed to feel bad? One person said the stock is “crashing.” One problem with living 55 years is you get to see true crashes.

You people who are saying the stock is crashing need to get a grip.

Most stocks will go up about 10% in a year. Not 10 days. A stock that is up from 10 days ago has not crashed. In fact is doing amazingly well.

Leaked Elon Musk Memo Suggests Tesla (TSLA) Has 'A Shot At A Record Quarter For Vehicle Deliveries'
by Vincent Y September 20, 2020

Leaked Elon Musk Memo Suggests Tesla (TSLA) Has 'A Shot At A Record Quarter For Vehicle Deliveries'
We recently obtained a new email from CEO Elon Musk to all employees claiming that Tesla has a good chance to achieve a record quarter (Q3 2020) for vehicle deliveries.


"We have a shot at a record quarter for vehicle deliveries, but will have to rally hard to achieve it. This is the most number of vehicles per day that we've ever had to deliver."

As we all know, Tesla has been really busy during its quarter-end push. The last couple of weeks are known to be especially packed with California vehicle deliveries.

One of our readers has provided us with recent drone pictures of the Fremont factory. As you can see, the parking lots are brimming with Model Y.





"Please consider vehicle deliveries to be absolute top priority. It's also extremely important that we keep factory output as high as possible over the remaining 10 days. This is vital for the California market."

https://www.tesmanian.com/blogs/tesmanian-blog/leaked-elon-musk-memo-suggests-tesla-has-a-shot-at-a-record-quarter-for-vehicle-deliveries

Good luck and GOD bless,