PLS 1.45% 34.0¢ pilbara minerals limited

The Tesla shareholder presentation is worth watching on Youtube...

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    The Tesla shareholder presentation is worth watching on Youtube if you have the time and interest ( link here ), just skip to the part that Elon starts talking.
    A few of things stand out to me
    -Model 3 is the highest selling vehicle in the USA by revenue (Toyota Camry knocked out of 1st place).
    -Manufacturing and new models are now constrained by battery cell supply.
    -China's total battery manufacturing is currently a fraction of what is being produced by Tesla Gigafactory 1.
    -Tesla wants to go to India as soon as they can, Elon says hopefully next year. Earlier mentions that they'd like to have a gigafactory on every continent to reduce logistic expense and bypass tariffs/duties.

    28:00 - Elon turns up
    41:30 - Gigafactory discussion - "we need more batteries than earth is currently producing"
    46:06 - Gigafactory Shanghai status
    47:18 - Gigafactory Europe site search
    48:41 - Tesla home energy storage and solar roof
    52:55 - V3 Supercharger rollout
    58:07 - Product lineup model y, Pickup, Semi
    1:00:00 "we might get into the mining business" leads into a bit more battery cell demand discussion around 1:01:00 they seem really coy about their battery production scaling plans, I feel like he didn't mean to drop the we might get into mining.
    1:15:15 - call out to South Australia battery

    ends with q & a session

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