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Embers Spreadsheets

This instablog post is a companion piece to TSLA: Tesla's Gigafactory: What Did the Joker Say To The Thief?, and has images of the spreadsheets prepared by Embers.

Note: embers has made revisions to the spreadsheets; they do not change any conclusions. I will do my best to get the revised spreadsheets up soon. In the meantime, I continue to invite anyone interested to email me (and I can send pdfs of the revised spreadsheets or put them in touch directly with embers).

Tesla Summary Results (page 1):

Tesla Summary Results (page 2):

Tesla Summary Results (page 3):

Tesla Performance & Materials (page 1):

Tesla Performance & Materials (page 2):

Tesla Performance & Materials (page 3):

Tesla Performance & Materials (page 4):

Tesla Performance & Materials (page 5):

Tesla Cell Chemistry (page 1):

Tesla Cell Chemistry (page 2):

Tesla Manufacturing Cost Calculations (page 1):

Tesla Manufacturing Cost Calculations (page 2):

Tesla Manufacturing Cost Calculations (page 3):

Tesla Manufacturing Cost Calculations (page 4):

Tesla Manufacturing Cost Calculations (page 5):

Tesla Manufacturing Cost Calculations (page 6):

Tesla Manufacturing Cost Calculations (page 7):

Tesla Cost Input (page 1):

Tesla Cost Input (page 2):

Tesla Gigafactory Size & Cost

Supporting Documents

  1. 20160202_BatPaC_Version_3_Battery.pdf
  2. 20160202_BatPaC_Version_3_Module.pdf
  3. 20160202_BatPaC_Version_3_Cost_Breakdown.pdf
  4. 20160202_BatPaC_Version_3_Cost_Input.pdf

Disclosure: I am/we are short TSLA VIA LONG-DATED PUTS.