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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (163143)	9/28/2020 7:48:56 PM
From: TobagoJack	Respond to of 219946

the <<Tesla>> energy is continuing to leak into other related / affiliated stuff, per laws of thermodynamics, much as I would expect TSLA itself might acquire other listed entities (like GM or Ford or whatever such same low value stuff) dissipate more faster This is bad for TSLA and would cause it to dissipate heat, much as would happen in engineering and the sciences In the meantime, looking at the earlier posted trades Message 32953962 , and particularly the silver and gold and Hsbc trades. I ... (1) Need to continue same again this day for they feel right (2) Note that it is certainly easier and cheaper to engage w/ silver by buying the paper silver, skipping the premium on physical, and shorting its calls and puts, both strike ATM, wait for December expiration, book the 18% combined premium, and spend it on either any one of the 4 key metals irrespective of pricing (3) Can do and did same w/r to gold, but given lower volatility, less inducement, only 7.4% to middle of December, but decent when annualised (4) Am addicted to the delirium of cloud-ATM mining, per again, once more, just one more time, maybe twice, like an understanding girlfriend who remains understanding (5) Suggest that by such protocol one never cares what the pricing of the metals are, within reason, and can never be shaken off of the grand overarching hyper bull, much like cliff-climbing, by staking in anchors along the way Given what the Fed of Team USA has been bum-rushed to do, gold and silver is not in a bubbly expensive bull market; for both are free for the cloud-ATM extraction The HSBC wager is a hedge, on Trade / Tech / Finance / Monetary / Cold War 2.0, and on global CoVid Round X. It is using sensitive HK to hedge against the planet, much as one would to use silver to backstop gold. The 2840.hk and GBS.L trades are to spread the same gold trade around in three time zones, more convenient when needing to exit stage left at more convenient hour. The entire contraption can be way-point calibrated as time-decay inexorably does gravity wet-work on the construct, to fine-tune more precisely the risk profile / reward picture as necessary to satisfy greed / fear etc etc Shall continue to scale-in TSLA trade, rear-guard in the case of October expiration, and armed-recon w/ follow-on full scale assault w/r to December expiration. The November campaign is going wonderfully well. I hope 2021 is as wonderful. We can deal with this contorted politico-monetary-econo-financial setup, even as finding the social / cultural aspects not to liking, and it is much easier than the previous drip drip f--king drip of ever decreasing volatility. Going around in masks most of the time is not fun, but must take the fun/ the pain.

To: Julius Wong who wrote (163143)	9/28/2020 7:53:33 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219946

<<TSLA>> style-drifting is not good most of the times bloomberg.com Tesla Is Trying to Mine Its Own Lithium After Dropping M&A Plan Yvonne Yue Li Tesla Inc. secured its own lithium mining rights in Nevada after dropping a plan to buy a company there, according to people familiar with the matter. The automaker held discussions in recent months with Cypress Development Corp., which is seeking to extract lithium from clay deposits in southwest Nevada, but the parties didn’t reach a deal, the people said, asking not to be named because the information isn’t public. The electric car maker, which has vowed to slash its battery costs by 50%, instead focused on the plan that Chief Executive Officer Elon Musk outlined last week to dig for lithium on its own in the state. Producing lithium from clay has so far proven difficult and costly. No company has been able to produce commercial quantities using the practice. But a push into mining is at the center of Tesla’s plan to cut battery costs and deliver on a promise to bring a $25,000 electric car to market. Musk told investors last week that Tesla has secured access to 10,000 acres of lithium-rich clay deposits in Nevada and planned to use a new, “very sustainable way” of extracting the metal. Tesla didn’t respond to emails requesting comment. Cypress declined to comment on any talks with the automaker. The carmaker’s decision to make its own battery cells, and to enter production of battery cathodes and associated raw materials, is intended to add in-house capacity alongside deals with external suppliers as demand for electric vehicles rises. The company this month struck a five-year raw materials pact with Piedmont Lithium Ltd., which has a project in North Carolina. See also: Piedmont Says Signed Five-Year Lithium Supply Pact With Tesla Obtaining lithium from clay deposits has typically been considered too difficult and expensive, due to low recovery rates, according to BloombergNEF analyst Sharon Mustri. BNEF projects about 5% of global supply of mined lithium may come from unconventional resources, mostly clay, by 2030. Lithium raw materials are most commonly extracted at brine operations which pump liquid from underground reservoirs into vast evaporation ponds, or in traditional hard rock mines. “This move by Tesla supports the importance of clays as a future source of lithium in the United States,” Cypress CEO Bill Willoughby said in an emailed statement, referring to Tesla’s plan to extract lithium from clay. Musk said Tesla is focusing on development of a process to extract the metal using sodium chloride, or table salt, instead of more expensive chemical reagents. No other mine uses this process to date, according to Mustri. Flagging plans to use a technology that isn’t yet proven at scale has drawn skepticism from some analysts. “Lithium has never been produced from clay in commercial quantities,” said Chris Berry, president of House Mountain Partners, an industry consultancy. — With assistance by Grace I Kay, and Dana Hull Before it's here, it's on the Bloomberg Terminal. LEARN MORE

To: Julius Wong who wrote (163143)	9/29/2020 1:55:28 AM
From: TobagoJack	Read Replies (1) \| Respond to of 219946

Out of curiosity and I normally would not have given it a second thought, I discovered that I have tag-along / drag-along fraternity / cabal members doing the same trade as I, By the looks of it 'they' have mostly already left the table I am playing at for October, and moved on to tables where I am also playing at for November, and December, but they go out on the limb much further than I, to expiration way-points all the way until September 2021. They seem to feel that TSLA cannot reach 800 by September 2021. IOW, I am behind in cloud-ATM extract, by duration, and therefore only getting the leftover scraps off of the floor. This state of is is not exactly acceptable, especially if TSLA crashes either leading or tagging a Nasdaq crash. Must process the information before market open this night. Key question, can TSLA get to 800 by Sept 2021? A cloud-ATM mining operation decision: should I high-grade by either move in closer to the money, or by extending duration, or both, and do I need to hedge, however distasteful, by going long some TSLA calls in front of my shorted calls ?