$Tesla Motors(TSLA)$You saw $TSLA wait times dropping. Is that a concern? You probably haven't seen a thorough analysis of what it means in terms of order momentum and demand.
$Tesla Motors(TSLA)$Piper Sandler analyst Alexander Potter: As production ramps & wait times fall, we think $TSLA will remain singularly capable of quickly meeting consumer EV demand; If Tesla's upstream supply bottlenecks truly are breaking, we think it's a scary prospect for other brands”.
$Tesla Motors(TSLA)$ Bloomberg -- #Tesla Inc. is plotting a potential lithium refinery on the gulf coast of Texas🇺🇸 The state it is considering constructing a “battery-grade lithium hydroxide refining facility,” in Nueces County, which it has pitched as “the first of its kind in North America“
$Tesla Motors(TSLA)$S&P note from April. Note at bottom: S&P will consider upgrading $TSLA to investment grade later in 2022 if it can sustain 18% auto EBITDA margins ex-reg cred (2Q 19.8%, 3QE 21%+) while ramping up Berlin/Austin.
$Tesla Motors(TSLA)$According to a lobbying disclosure acquired by "Electric Autonomy Canada", Tesla is lobbying the Ontario government for a potential new factory.In Canada, companies must disclose all their lobbying efforts with the government.