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Spreadsheet Ranger

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Check out the JSE`s only Lithium stock TAWANA, looks like demand will be scaling up significantly imo

 

Tesla To Build 10–20 Gigafactories Around The World As It Scales Up

 

The 2017 Annual Tesla Shareholder’s Meeting on June 6th blew the lid off of new updates on Model 3, Model Y, and Tesla Semi, while also providing updates on more mundane business matters. One massive update was about the number of Gigafactories Tesla is planning around the world. CEO Elon Musk shared that it is planning for at least 10 Gigafactories, but could build as many as 20.

 

The variance in his estimate is based on how other manufacturers respond to the challenge Tesla has thrown down. Let’s wind the tape back for a minute. Elon noted in the past that the world would need approximately 100 Gigafactories to produce all of the energy storage and electric vehicles it would need. His announcement today that Tesla would build 10 Gigafactories implies that it will own 10% of the world’s future energy storage and electric vehicle capacity.

 

Assuming Tesla can sell its cars, the full manufacturing capacity of those Gigafactories will come straight out of the market share of existing automotive companies. If they do not respond to the inevitable shift of consumers to electric vehicles in time, Tesla will have more time to eat up their market share. That clearly includes the market share of BMW, Audi, Mercedes, and Lexus, among others. Tesla estimating that it will build 10 to 20 Gigafactories is a statement that Tesla believes it will have to build at least 10 Gigafactories at the current pace before other manufacturers catch up. If they respond slower, which seems to be the case with every automotive manufacturer today with the exception of perhaps Chevrolet and its Bolt, Tesla would have an even larger head start in the transition to electric vehicles and would be able to build more factories before there were enough competition to saturate the market.

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Since we're officially in a recession now, what stock are on sale at the moment? 

 

Looking for quality businesses that are trading at a bit of a discount now.

 

I sold my AXL shares to free up some money, so any good tips are always welcome :-)

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HOT NEWS!!

 

Tawana on trading halt JSE and ASX, in anticipation of feasibility study, finally!

 

Now time for this share to take off... Lithium demand is becoming huge regarding EV...

 

From Hot Copper thread:

 

Just watched this video you posted on another thread, thought i would post it here because it reinforced the reasons i have chosen to put most my eggs in the $TAW basket.

 

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One thing I read about Tawana on the Bald Hill project and I will quote "Tawana and AMAL has committed all 2018 and 2019 lithium Ore concentrate that comes from the planned Bald Hill Lithium and Tantalum project for a fix price of $880US/t"

 

Is this a good thing as surly if the price of Lithium climbs they have a fixed price for 2018 and 2019?

 

Sent from my SM-G950F using Tapatalk

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Go die in a corner phil!

 

Don't even.. Gosh this stock... I am sick and tired of keeping onto it.

 

/enters as little devil on your left shoulder

 

If you were to sell these shares, buy BTC with what's left you might make your money back in a week or so...

 

/exits feeling dirty and disgusted

IQ Test

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Jip, selling my TAS shares now, will buy 50% BTC and 50% ETH

 

Eish - yeah also not a happy camper. If the price had fallen substantially around the rights offer I might not have taken part, as i was already burn't on the one at around R3 - been holding for a while. So, of course, was wondering if I could pick up a few below R1.50 Pity - could have spent the cash on better shares. Oh well. Still like the company, beginning to have doubts about the management.

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