Post by
DanielHPQ on Dec 23, 2020 1:54pm
TLF was never going to shill for us.
It goes against his investment strategy of Tesla + Graphite/ene. While he didn't talk bad about us, he didn't boost us tremendously either. It's not super surprising what he said. Granted, he didn't directly say anything negative either, so we have to give that to him.
Comment by
DanielHPQ on Dec 23, 2020 2:19pm
CALLING THE KETTLE BLACK when someone with an investing strategy focusing on Graphite/ene saying that most BMs are going with graphite composite primarily, and disregards Silicon being able to compete with Graphite/ene.
Comment by
Pitpitcolisse on Dec 23, 2020 2:25pm
The graphite composite I was mentionning is the one including a up to 30% Silicon content, like Talga does. So very positive for HPQ IMO.
Comment by
DanielHPQ on Dec 23, 2020 2:29pm
I was referring to TLF. Fair enough on your point, but I don't think that's what he was saying in his video. He seemed to discard HPQ Silicon for Tesla and or EVS. However, he isn't the know all, none of us work for these companies.