~ Elon's World - Tesla becomes mining co. & battery maker - then sues Trump Administration on China tariffs ~

BigBone

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Tesla has rebounded a bit after this week's historic fall over 20%, and FFS around $330 I was totally preparing by wallet to buy my first share but that damned market closed before capitalizing on it!!! We are still talking over $1500 of old stock value so this wasn't for free, but was for cheap as September 22 Battery Day looms and stock price is climbing back up. Elon said too much about the event to be anything but a major stock mover - up or down - and possible the single most important Tesla event so far. One of the best new YT Channels, The Limiting Factor is making its prediction, quite the rare battery analyst out there, good stuff.

 

BigBone

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Testing done for the day looks like, no pop. Some heavy venting on the bottom, they might need to check ground service equipment.
 

BigBone

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This is the current, regular Tesla 21700 battery cell used in most cars currently manufactured



And this is the alleged tabless Roadrunner battery cell that's HUUUUGE! This is this the first major leak of September 22's Battery Day event and there will be plenty of explosive news (hopefully note Samsung Galaxy Note7 style).

 
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BigBone

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Oh shit! Trevor Milton out of Nikola!


So a short seller firm called Hindenburg recently accused Nikola Motors and founder/chairman Trevor Milton an intricate fraud using an ocean of lies to lure investments of dozens of billions into a company that promised miraculous battery and hydrogen tech and awesome trucks - the former probably never existing and the latter split between non-working prototypes and computer renders. In Nikola's first response they admitted that their Nikola One truck from years back wasn't able to propel itself unlike claims and video suggesting such (it was towed up a hill and let loose), admitting deceit and never debunked other allegation. Especially alarming was the General Motors deal which gave GM some 11% of Nikola's ownership in exchange of GM manufacturing some of its trucks - with GM talent, GM Ultium batteries and GM hydrogen tech! Where's Nikola's tech in all this? Where's ANYTHING substantial from Nikola that supposedly building out a plant at the same time as Tesla is building Giga Berlin. One is a dust field, the other is half built.

Trevor went out raging about bad ppl., dishonesty, stock manipulation and so on how horrible persons trying to bring down great ones with visions such as himself. Only to some ppl. having enough and there's this case I haven't entirely got around, but involves Trevor allegedly texting some 18 yo model to coerce her into a one night stand and groping her or whatever, and former friend, mentally ill Jonny Robb who at some point dissed Milton on Instagram who in response promised to put him in federal prison for 30 years. Later Robb allegedly tried to extort Trevor for half a mil, but the CEO of Entrata, David Bateman that knows both (and was supposedly involved) claims Jonny, while troubled, was never that kind of guy. Anyways, texts were exchanged between Robb and Milton, the former was arrested and committed suicide after release. There's some claims Trevor might have entrapped the fella rather than, you know, being to good guy he claims to be and actually help out the fella he knew and was in trouble.


Not sure of those girl messages are real or not, but stepping down or removed from Nikola is, tho he keeps about $2.9B in shares. How serious Milton was about Nikoka? He stepped down from CEO to chairman once they hit stock market, and sold lots of shares, that much was confident in the business. Also, last quarter the entire revenue of Nikola Motors was a solar panel installation to Trevor's own house. WTF? :lol: Now he's supposedly out of respect for the company, but why would a person who could, in his words 'out-Elon Elon" step away if everything around him were false accusations and his company is going to skyrocket? Whole thing looks like a mess, but good times if ur shorting NKLA I guess. :lol:
 

BigBone

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Battery Day today and Elon's already downplaying the impact, probably due to the Osbourne-effect - i.e. Tesla not wanting to propagate next gen tech "soon" and have ppl. stop ordering Teslas until it arrives. Roadrunner cells will indeed go into future products such as Semi, Roadster2 & Cybertruck, all expected production ramp around 2022, but rumors say S & X will use these huge cells also, just not admitting when.

 

BigBone

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Considering nobody usually gives a damn about chemistry, this could be the most significant battery related event in internet history, once investors talk is concluded. Tesla will show off some of the Roadrunner trial line, probably with those epic large cells, but the rest is anyone's guess. Lengthy conversation on what model gets what chemistry? (likely 3, Y standard range + new CATL LFP, others more dense NCA Panasonic). Throw LG in the mix somewhere. Roadrunner could be entirely different chemistry or similar but much advanced. Some or all models may get (or already got) the million mile battery. Faster charging may or may not come. Plaid version S & X unveiled or not? Major luxury sedan redesign? Model Y internal redesign? Electric VTOL jet? (unlikely). Another trick up Elon's sleeve or disappointment?

Official event live stream here starting from 1:30 PM pacific time or 22:30 CET. I'll be watching.



The Limiting Factor will also do its own take on the live event, lets see how good Jordan is about batteries

 

BigBone

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Milton was not fired I think?
Lot of recent moves were pushed by GM. Steve Girsky, who apparently pulled GM out of bankruptcy, pushed for this odd deal where Nikola never really offered anything else but design, fishy patents and lots of social media coverage. GM put most of the tech, effort, money and all of manufacturing it, but rather than being contracted, they are to become a huge shareholder in Nikola, which could be their spinoff 'clean' EV/hydrogen brand that sounds far better than General Motors EV. And Girsky is the new Chairman replacing Trevor.

If the CGI vehicles such as the Badger do come to life, they'll be an easier sell under Nikola logo, if the reputations survives. And with Milton out (a self-important, self-righteous creep and a horrible Elon impersonator with consistent lies and investor lawsuits is out of the way), GM can smoothly take over when NKLA stock is down. It's even possible that the personal shit about Trevor's misdeeds were pushed by them, GM is old school that way and Nikola's image could surely improve under new management.

Milton is the type who'd rather take the entire ship down with him if he had a bomb attached to his body rather than jump ship and save the others, which is why many of us think he's was told stand jump or things will get personal. The Hinderburg short seller attack also looks very elaborate and mostly targeting Milton, and if by some miracle GM can salvage what's left of Nikola's reputation, if things indeed kick off this may go down as an elaborate, lowdown takeover, and Travis was an incredibly easy target, ppl. are happy that he's down. Conspiracy theory?
 
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BigBone

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Okay this is pretty cool, due to Covid, attendance at Investor & Battery Day is socially distanced... each in their own Teslas they arrived in. :lol: They are cheering and clapping via horns.

15593

There's a fucking statement for sustainable transportation.
 
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BigBone

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Here's the new 4680 battery, meaning 46mm wide, 80mm in height, 5x energy content, 6x power locked in 16% extra range (more denser) on form factor alone, not counting chemistry and other improvements.

15597
 

BigBone

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One future battery line will output 20 GWh (annually probably) and produce batteries 7x faster than before using seamless machine work and assembly while cells on the move.

15599

Also, a future Terafactory will be 10x smaller per GWh footprint due to equipment and space reduction as well as above mentioned faster production than Giga Nevada. Plan is 3 TWh annual output in 2030 via Tesla cells and 100 GWh in 2022 (excluding Panasonic, CATL, LG output).