batteryday
Commentary from Lux Research senior analyst Chris Robinson on the latest mobility updates this week, particularly highlighting Tesla’s integration of battery cells as a structural member of the vehicle.Q3 2020 hedge fund letters, conferences and moreTesla's Battery Day Lacked The Hype“While Tesla's battery day lacked the hype and major product reveals past events have had, the day was among the most important for the company. Not only will it pursue further vertical integration by making its own battery cells in the future; it is doing so with a slew of innovative technologies. While there wer...
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Tesla’s highly anticipated battery day is now in the books, and many investors have been selling the news today. At least one analyst slashed his price target for Tesla stock following the event, while at least one analyst upgraded it to Buy.Q2 2020 hedge fund letters, conferences and moreNew technology that was announced at Tesla's battery dayDuring Tesla's battery day event, it announced that it was in-sourcing 100 gigawatt-hours of cell capacity 2022 and 3 terawatt-hours by 2030. The automaker could have access to more cell supply from external suppliers as well. It currently has about 60 g...
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Whitney Tilson’s email to investors discussing Tesla‘s Battery Day; Doug Kass re-shorts Tesla; how similar is the VW ID.4 to the Tesla Model Y?Q2 2020 hedge fund letters, conferences and moreDoug Kass On Tesla's Battery Day1) Neither was Doug Kass wasn’t impressed with Tesla's Battery Day :Back Short TeslaAfter what I would describe as a disappointing "Battery Day", which raises more execution issues, I am back in a small short inTesla (TSLA) .Tesla is on my Best Ideas List (short).Here is my short thesis.Position: Short TSLA (small)(Doug’s short thesis from a month ago is below)2) Pretty funn...
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NEW YORK – Tesla’s annual Battery Day and shareholder meeting revealed plans to slash battery production costs, which the company said will allow Tesla to bring a $25,000 electric battery vehicle to market within three years. Social media began buzzing around Battery Day late last week, resulting in more than 346,000 engagements from 32,000 mentions since Saturday, according to international social media analysis firm Talkwalker.Q2 2020 hedge fund letters, conferences and moreKey Themes From Tesla Battery DaySome of the key themes mentioned in social media posts, include:"Battery" was mentione...
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Tesla stock rose 1.6% on Monday in a volatile session after a leaked internal email showed CEO Elon Musk asking employees to “rally hard” for record deliveries in the third quarter. However, shares were down almost 3% in pre markets today after Musk tweeted that high-volume battery cell production wouldn’t start until 2022.Q2 2020 hedge fund letters, conferences and moreTesla’s leaked emailIt is not uncommon for Tesla’s internal emails to “leak” especially towards the end of the quarter. Tesla stock typically rises after such leaked emails. Last year, as the third quarter was about to end, a l...
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Tesla is holding its battery day tomorrow, so analysts and experts have been writing about what they expect to see. The event is scheduled for tomorrow after closing bell. The battery day event was originally scheduled for April, but Tesla had to postpone it due to the COVID-19 pandemic.Q2 2020 hedge fund letters, conferences and moreBulls versus bears on Tesla's battery dayIn a report today, Canaccord Genuity analyst Jed Dorsheimer said bulls will talk up a million-mile battery or carbon-light supply deals. On the other hand, bears will probably point out that Tesla's promotions often fail to...
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Tesla is planning its battery day for Sept. 22, and analysts and investors are looking forward to hearing what new developments the company has on it. The big topic of conversation lately has been a million-mile battery, but it may be too early for that technology.Q2 2020 hedge fund letters, conferences and moreUBS analyst Patrick Hummel outlined in a report today what he expects to see revealed at Tesla's battery day. He has a Neutral rating on Tesla stock and boosted his price target from $160 to $325 per share ahead of the battery day.Day to include proprietary battery technology from Tesla...
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