Hey all,Here's an article questioning the share price of Tesla...

Hey all,

Here's an article questioning the share price of Tesla due to the irrational exuberance of retail investors. In it, the author talks about Tesla's point of difference being diminished as other auto makers make the switch to EVs. Specifically have a read at the part discussing battery capabilities of other manufacturers (I've pasted below). Now this is potentially REALLY good news for NVX since all battery producers could potentially utilise NVX tech.

What I want to discuss is how likely it is that large companies would be able to make materials that reduce the market possibilities of NVX. Don't get me wrong, I'm long NVX but what are people's thoughts on the threats of bigger manufacturers throwing their intellectual and monetary weight around?

https://seekingalpha.com/article/4370222-tesla-dangerous-stock-for-fiduciaries - let me know if you can't access it and I'll show you how; maybe try searching the link on google and then accessing it via that.


"

Manufacturing Advantages Are Gone. It’s hard to make a straight-faced argument that Tesla’s battery production has any kind of an edge over competitors.

• In early 2018, Volkswagen AG secured $25 billion in battery supplies to begin an aggressive push into electric cars. More recently, Volkswagen announced it was building a battery plant at its Salzgitter site in Germany with an expected production capacity of 16 gigawatt hours.
• China’s Contemporary Amperex Technology, which supplies BMW, Volkswagen, Toyota, Honda, Daimler, and more, expects to increase its total production capacity to 137 gigawatt hours in 2022.
• SK Innovation, which supplies Volkswagen, Kia, Land Rover, and more, is investing $3.9 billion to expand its annual production to 33 gigawatt hours by 2022.
• General Motors entered into a joint venture with LG Chem to produce batteries for its EVs. The plant, which will be in Lordstown,Ohio, will have an annual production capacity of 30-plus gigawatt hours.
• LG Chem also supplies many other automakers, such as Audi and Mercedes-Benz, with current capacity of 70 gigawatt hours, and plans to increase capacity to 100 gigawatt hours by end of 2020.
  • Total capacity from these producers is ~316 gigawatt hours.

"