Electricity costs are poised to rise dramatically over the next 10–20 years. In this 3-part series, we’ll explore the three major drivers that will continue to drive higher electricity prices.
Like other Tesla bears, I woke up to a gut check today: Tesla shares pop on plan to raise $2B from investors, including CEO Elon Musk.
A capital raise has been an acknowledged threat of my short thesis. I’ve stated from the beginning that thesis is based on the fact that Tesla’s capital raises came to an abrupt halt after 2017.
Given April deliveries and information the 10-Q, we should be able to make a reasonable projection of Tesla’s cash balance at the end of April. However, there are major ambiguities.
In this post, I explore various scenarios of Tesla’s cash balance at the end of April 2019.
Telsa’s Q1 Update letter provided updated financials.
Let’s see how my predictions turned outing
The process of mining uranium, converting it into usable fuel, and using it to generate power is one of the most complex, sophisticated technological achievements of mankind.
However, it can be a daunting space for investors for same reasons. In this technical primer, I’ll attempt to provide an overview of the terms, concepts, and technologies involved in the space.