Panasonic Corp (PCRFY)

[Volle Kraft]

-How Tesla could fund building Gigafactory 3 in China.

-How analyst are having to constantly change their estimates because the demand for Electric Vehicles keeps growing at a much higher rate each year.
Now they are predicting that 90% of new car sales in the US by 2025 will be
Electric.

-How Tesla is crushing everyone in EV sales, and that Tesla could be profitable in Q3-Q4.

-All of this bodes well for Panasonic as far as Gigafactory 1 goes. I think that Panasonic will step up and invest more into Gigafactory 1 which still has a long ways to go before it reaches its full manufacturing potential. I also expect that Panasonic will step up and partner with Tesla on the construction of Gigafactory 3 in China.

https://seekingalpha.com/article/4187576-tesla-q3-6b-sales-top-20-u-s-car-path-shanghai-12b-pay-factories?li_source=LI&li_medium=liftigniter-widget

Advertise Here

[Volle Kraft]

Tesla invest in Lithium mines around the world and within the Gigafactory home state of Nevada.

Gigafactory production rate currently only a fraction of projected future production levels.


https://www.teslarati.com/tesla-gigafactory-lithium-mine-break-ground-global-shortage/

[Volle Kraft]

Thanks I'll check it out.

[Billjet17]

VK Yeah LAC is down too like PAN with all good news Its the time to fly by the control panel(DD) not by sight(PPS levels) Depending on DD for both for profits as the PPS and market at large will follow one day soon For me the PAN drop is a buying oppy so will look to pick some up Thanks for the update Bill Pan a bull (: PS Check the LAC site out for some of the links I have posted as some would fit info wise and are relevant for Pan and your Pan site

[Volle Kraft]

Hi 'Billjet', Panasonic went from low 16s to high 12s. When it was in the 16s Panasonic was struggling to produce batteries for the Model 3 at the Giga factory, building a new EV battery factory in China and converting an old Panasonic TV factory into an EV battery factory.

Now that the Gigafactory is producing at a level that was supposed to be the profitability mark with more expansion yet to come, and the Chinese and Japanese EV battery factories on line the stock price drops dramatically to high 12s.

I suppose it has as much to do with investor fears over recent trade wars as anything else. Production and profits are up since Panasonic share price came down, seems backwards to me. I guess that Investor perception is the Share price reality.

I think that its inevitable that the PPS will continue to increase through the next few years. I intend to keep my shares for several years, they also pay a dividend.

Its like investing in LAC.

[Volle Kraft]

This article has a lot of info.

-How Tesla could fund building Gigafactory 3 in China.

-How analyst are having to constantly change their estimates because the demand for Electric Vehicles keeps growing at a much higher rate each year.
Now they are predicting that 90% of new car sales in the US by 2025 will be
Electric.

-How Tesla is crushing everyone in EV sales, and that Tesla could be profitable in Q3-Q4.

-All of this bodes well for Panasonic as far as Gigafactory 1 goes. I think that Panasonic will step up and invest more into Gigafactory 1 which still has a long ways to go before it reaches its full manufacturing potential. I also expect that Panasonic will step up and partner with Tesla on the construction of Gigafactory 3 in China.

https://seekingalpha.com/article/4187576-tesla-q3-6b-sales-top-20-u-s-car-path-shanghai-12b-pay-factories?li_source=LI&li_medium=liftigniter-widget

[Billjet17]

Hi V K I got a post from you in my PM I have no idea what the info references mean in the post in relation to Pan or any other stock that I know of But its nice to hear from you anyway I hope PANS doing good Have not looked at it lately Regards Jet

[nowwhat2]

True : Most of the public has no clue....

Fer example,

I warned of this possible outcome 6 months ago : https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137826525












Plus, how's this fer a prediction too billjet :
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=142244211



Yes, much of the public's got no clue....hence find themselves at the mercy of the charts.



Love how simple T.A. is.....Sure helps guys like me !






he-he




.




SQM ?......ALB.......ALB broke out today ....






SQM ?..........$ 48






nowwhat2018

[Volle Kraft]

Panasonic willing to help Tesla start production in China.

https://asia.nikkei.com/Spotlight/Electric-cars-in-China/Tesla-Shanghai-factory-to-drive-China-s-electric-car-dominance

[Volle Kraft]

Appears to be as much to do with trade wars as anything else. Production and profits are up since then. Investor perception is the Share price reality.

[nowwhat2]

Hey, remember this "take" ?...... * from about 7 months ago ?
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137826525





Well I guess one could call this "Its' Update" :


Oh my goodness....Look at that....


Took a WHILE for it to go decidedly below its' 15 but then once it did ?....It went Ker-Flush !


And it even down-gapped thru what could've been, that fairly supportive (green) Trend-Line....


Man....


Plus - Sheesh that's the/a : our Broadening Top - "playing out" also.




Sorry if ya've had to ride through it all - That sucks !



.

[Volle Kraft]

Heavy rain prevents access to Panasonic plant in Japan.


Nikkei rebounds to 1-week high after U.S. jobs data; Nissan tumbles
2:38 AM ET, 07/09/2018 - Reuters
* Nissan tumbles ahead of emission briefing

* Rainfall impact on stock market limited - analysts

* Eisai jumps to record high after some brokers hike ratings

By Ayai Tomisawa

TOKYO, July 9 (Reuters) - Japan's Nikkei share average rebounded to one-week highs on Monday as investors took heart from U.S. jobs growth, while Eisai extended its gains to its daily-limit high on optimism for its Alzheimer's drug.

However, Nissan Motor Co skidded 4.6 percent to 1,003.5 yen, the lowest closing level since November 2016 after the company said it would hold a briefing at 0800 GMT regarding procedures to measure vehicle exhaust gas at its domestic plants.

Nissan declined to give further details. Japanese companies have admitted to several cases of data tampering over the past year, tarnishing the country's reputation for high-quality, efficient manufacturing.

Analysts say investors were keeping a watchful eye the unprecedented rainfall that lashed western Japan over the weekend, killing at least 88 people and shuttering some factories.

The strong U.S. jobs data on Friday helped lift the Nikkei to close 1.2 percent higher at 22,052.18, the highest closing level since June 29.

Automakers including Mazda Motor Corp and Daihatsu Motor Co suspended operations at several plants on Saturday, with Mazda shares up 0.2 percent.

Electronics maker Panasonic Corp said one plant in Okayama, western Japan, could not be reached because of road closures. Panasonic shares dropped 0.5 percent.

"If the rainfall affects supply chains in the mid-to-long term, there will be selling in impacted stocks. Otherwise the overall impact should be limited," said Norihiro Fujito, chief investment strategist at Mitsubishi UFJ Morgan Stanley Securities.

For now, an escalating trade war between China and the United States took a back seat as investors cheered strong U.S. payrolls data.

Tech shares and banks gained ground, with TDK Corp rallying 4.2 percent, Advantest adding 2.5 percent and Mitsubishi UFJ Financial Group advancing 1.6 percent.

Eisai Co soared 16 percent to a daily limit high of 10,710 yen, which is also a record high, extending its surge from Friday. The strong rally came as several brokerages upgraded the stock rating after the Japanese drugmaker and Biogen Inc said that the final analysis of a mid-stage trial of their Alzheimer's drug showed positive results for patients who received the highest dose.

Nomura Securities hiked its rating to 'buy' from 'neutral' and raised the target price to 15,000 yen from 8,400 yen.

"We take a favorable view of high growth prospects for the company as a manufacturer of two promising Alzheimer's drug candidates and Lenvima, for use in combination with cancer immunotherapy Keytruda," Nomura analysts wrote in a report to clients.

The broader Topix advanced 1.2 percent to 1,711.79. (Editing by Shri Navaratnam)

Price Performance Comparison
Price Performance Listing Comparison Table
Listing Comparison 1 Month 6 Months 1 Year 52-Week Range
PCRFY:OTC Pink - Current Information
-10.15% -17.53% -3.44% Percentile : 1.42575502157202%
6752:XTKS
-10.92% -18.35% -4.17% Percentile : 14.2702702702703%
PCRFF:OTC Pink - Current Information
-10.06% -15.93% -2.56% Percentile : 0.298507462686561%
Price Performance Index Comparison Table
Index Comparison 1 Month 6 Months 1 Year 52-Week Range
S&P US Consumer Discretionary +0.93% +7.21% +23.23% Percentile : 90.6472961749492%
S&P Global Consumer Discretionary -2.47% -0.43% +14.86% Percentile : 69.3120582726651%
S&P 500 -0.69% +0.61% +14.53% Percentile : 75.6970569899177%
S&P Global BMI -1.98% -2.91% +10.50% Percentile : 55.9384855300258%
ETFs Holding This Company
ETFs Holding this Company Table
Symbol Name Morningstar Category % of Fund 52-Week Range
LIT
Global X Lithium & Battery Tech ETF
Natural Resources
5.23% Percentile : 31.1941510966694%
EKAR
Innovation Shares NextGen Vehicles and Technology ETF
Technology
1.54% Percentile : 0%
BLCN
Reality Shares Nasdaq NexGen Economy ETF
Technology
1.15% Percentile : 29.7619047619048%
JHDG
WisdomTree Japan Hedged Quality Dividend Growth Fund
Japan Stock
1.09% Percentile : 32.8473978366662%
JPN
Xtrackers Japan JPX-Nikkei 400 Equity ETF
Japan Stock
0.93% Percentile : 36.4912280701755%
Company Profile
Business Summary

Panasonic Corporation is engaged in the development of diverse electronics technologies and solutions. The Company operates through five segments: Appliances, Eco Solutions, AVC Networks, Automotive & Industrial Systems, and Other. The Appliances segment is engaged in the development, manufacture and sale of consumer electronics, air-conditioners, cold chain and devices. The Eco Solutions segment is engaged in development, manufacture and sale of lighting fixtures, lamps, wiring devices, solar photovoltaic systems, ventilation and air-conditioning equipment, air purifiers and nursing-care-related products. The AVC Networks segment is engaged in development, manufacture and sale of products, such as aircraft in-flight entertainment systems, personal computers, and social infrastructure systems equipment. The Automotive & Industrial Systems segment is engaged in the development, manufacture and sale of automotive products, energy products, industrial devices and factory solutions.

ExecutivesContact Information
Shusaku Nagae
Chairman of the Board

Kazuhiro Tsuga
President, Executive President, Chief Executive Officer, Representative Director

Masayuki Matsushita
Vice Chairman of the Board

Hirokazu Umeda
Chief Financial Officer, Managing Executive Officer, President of Subsidiary, Director

Mototsugu Sato
Chief Human Resource Officer, Chief Strategy Officer, Senior Managing Executive Officer, Chairman of Subsidiary, Representative Director

Yoshio Ito
Executive Vice President, President of Automotive & Industrial Systems Company, Representative Director

Website
http://www.panasonic.com/jp/home.html

Office
1006, Oaza Kadoma
KADOMA-SHI, OSK 571-8501

Phone
[phone]

Fax
---

Ratings Summary

[Volle Kraft]

What caused the battery fire?
https://electrek.co/2018/06/16/tesla-model-s-battery-fire-investigating/

[Volle Kraft]

Bloomberg Model three VIN tracker exceeded 5000 per week.
https://www.bloomberg.com/graphics/2018-tesla-tracker/

[Volle Kraft]

This must be a big reason that Panasonic's PPS are down.

Japanese stocks slip as tech shares, Fast Retailing retreat
10:03 PM ET, 07/03/2018 - Reuters
* Nikkei down 0.55 pct, Topix dips 0.27 pct

* Drop by Wall St shares, stronger yen weigh on market

* Tech shares hit after slide by US chip maker Micron

By Shinichi Saoshiro

TOKYO, July 4 (Reuters) - Japan's Nikkei slipped on Wednesday, as technology shares were hit by a slide in U.S. chip makers and sluggish sales weighed on index heavyweight Fast Retailing.

The Nikkei share average was down 0.55 percent at 21,665.48.

High-tech stocks tracked Wall Street peers. Tokyo Electron dropped 4.4 percent, Advantest Corp shed 4.8 percent, SUMCO Corp fell 5.05 percent and Screen Holdings lost 4.55 percent.

On Tuesday, the tech-heavy Nasdaq slid 0.86 percent, with chipmakers sliding after Micron Technology Inc sank when a Chinese court temporarily barred it from selling 26 chip products in the mainland. Micron said it had not yet received such an injunction, but its shares lost 5.5 percent on Tuesday.

Separately, the U.S. government moved to block China Mobile from offering services to the country's telecommunications market on Tuesday, keeping trade tensions on the boil ahead of July 6 when Washington is set to impose tariffs on $34 billion worth of Chinese goods.

"Overnight losses by U.S. shares and a stronger yen is weighing on the market, with some participants opting to close out their positions amid the ongoing trade concerns," said Yutaka Miura, senior technical analyst at Mizuho Securities in Tokyo.

"July 6 is key day of sorts, but the trade spat will remain a market theme as tensions are unlikely to go away before the U.S. midterm elections (in November)."

Elsewhere, Fast Retailing retreated 1.2 percent after same-store sales at its Uniqlo clothing outlets in Japan fell 4 percent in June from a year earlier with a cold spell reducing demand for summer outfits.

Panasonic Corp was down 1.6 percent after Tesla Inc tumbled overnight on the back of scepticism over its Model 3 vehicles. Panasonic supplies Tesla with automotive batteries.

Of Tokyo's 33 sub-indexes, 15 were in the red, led by precision machinery. Oil and coal products led the gainers following a rise in crude oil prices.

The broader Topix was 0.27 percent lower at 1,688.17. (Editing by Shri Navaratnam)

Price Performance Comparison

[Volle Kraft]

Panasonic working with Toyota on future battery technology.
http://www.thedrive.com/tech/16943/toyota-and-panasonic-consider-teaming-up-on-electric-car-batteries?iid=sr-link2

[Volle Kraft]

Panasonic working on next generation batteries which will reduce cobalt use.
http://www.thedrive.com/tech/21211/panasonic-wants-to-develop-cobalt-free-batteries-for-electric-cars

[Volle Kraft]

Recent up date on an interesting technology.

https://electrek.co/2018/07/05/tesla-vehicle-to-grid-technology-v2g-elon-musk/

[Volle Kraft]

This article has more information. Maybe Panasonic is being more cautious about putting more into the Gigafactory, at least until it becomes clearer how further production increases (6000 plus) of the model 3 can be done.

https://www.pv-magazine.com/2018/07/02/panasonic-mulls-further-investment-in-tesla-battery-gigafactory-as-shortages-loom/

[Volle Kraft]

At this point it does look like Panasonic should put more money and effort into the Gigafactory IMO.

https://www.reuters.com/article/panasonic-batteries/panasonic-would-consider-additional-investment-in-teslas-gigafactory-if-requested-exec-idUSL4N1TY1X3?feedType=RSS&feedName=companyNews

[Volle Kraft]

Model 3 hits 5000.
http://money.cnn.com/2018/07/02/technology/business/elon-musk-tesla-model-3/index.html

[Volle Kraft]

Panasonic warns that there could be shortages of battery cells.

https://www.cnbc.com/2018/06/28/as-tesla-ramps-up-production-of-its-model-3s-panasonic-warns-of-batte.html

[Volle Kraft]

Gigafactory employee states that Panasonic has achieved a 5000 battery pack per week production rate. Now they have to get the actual Model 3 car line up to that rate.

The current equipment installed at the Gigafactory should be capable of 6000 battery packs per week.

There's still a long way to go before the Gigafactory reaches it's maximum production potential.

https://electrek.co/2018/06/25/tesla-model-3-battery-production-5000-unit-per-week-says-gigafactory-employee/

[Volle Kraft]

Surely this level of the Model 3 ramp-up, has to mean that the "Gigafactory partnership with Tesla, is finally profitable for Panasonic.

https://www.fool.com/investing/2018/06/14/tesla-incs-vehicle-sales-are-set-to-skyrocket-in-q.aspx

[Volle Kraft]

Panasonic will grow with the growth of Lithium batteries, to me that's inevitable.

https://www.bloomberg.com/news/articles/2018-06-13/how-batteries-went-from-primitive-power-to-global-domination

[Volle Kraft]

According to what I have found, your short term triangle that you have identified is bearish and your long term chart which has a triangle in the opposite direction is bullish.

[Volle Kraft]

What kind of triangle would you say that was?

https://investorplace.com/2009/04/technical-analysis-101-triangles/

[nowwhat2]

Interesting eh ?.....How's it goin' ?....Keepin' busy here I see.....
Pretty good references page !.....Anyways,


So what are YOU seeing stock-price-wise ?....And, does it look anything like this ? :

[Volle Kraft]

Recent expansion at Gigafactory 1.
https://www.teslarati.com/tesla-gigafactory-1-new-lot-model-3-production-ramp/

[Volle Kraft]

Wall Street ups projections for Model 3 ramp-up.

https://www.foxbusiness.com/markets/tesla-model-3-production-on-the-rise-shares-climb-on-upbeat-wall-street-forecast

[Volle Kraft]

Panasonic developing battery cells without cobalt.

http://www.autonews.com/article/20180530/OEM10/180539993/panasonic-cobalt-free-car-batteries

[Volle Kraft]

Musk said that part of the battery production rate problem was due to making only one version of the battery pack to work in all of the different versions of the Model 3.

Now there are specific battery packs which are specific to each version of the Model 3 which makes the battery packs simpler and easier to manufacture and no doubt cheaper and lighter.

https://www.teslarati.com/tesla-model-3-battery-pack-production-automation/

[Volle Kraft]

Musk says that Model 3 production should reach 5000 per month by end of this month, currently its at 3500.

Only time will tell.

https://www.theverge.com/2018/6/5/17431562/tesla-model-3-production-shareholder-2018

[Volle Kraft]

What was done in May to alleviate latest bottlenecks at Gigafactory. Musk blames contractors.

https://www.leftlanenews.com/tesla-resorts-to-air-shipments-to-fix-gigafactory-bottlenecks-100589.html

[Volle Kraft]

Chinese Gigafactory update.

https://www.thestreet.com/investing/chinese-government-on-tesla-new-gigafactory-14610004?puc=yahoo&cm_ven=YAHOO&yptr=yahoo

[Volle Kraft]

Is the Tesla / Panasonic Power Wall 2 and energy storage going to be the main business in the future?

It makes sense that the future for providing electrical power will come from many methods and many sources. Having virtual power plants (homes with their own solar panels backed up by battery packs) will be a big part of this clean sustainable future.

I can just imagine communities with homes that have solar roof shingles and Power Wall battery packs and plug in EVs (mostly Teslas) making up their own virtual power grid. Tesla and Panasonic are the companies that are actually making theses ideas a reality.



https://www.teslarati.com/tesla-jb-straubel-energy-storage-milestone/

[Volle Kraft]

Tesla / Panasonic batteries are being developed to use less and less cobalt which is the most expensive material used in the battery.

https://www.teslarati.com/tesla-battery-tech-cobalt-mining-industry/

[Volle Kraft]

Munro & Associates, Inc. of Auburn Hills, Michigan, is in the business of competitive teardown and analysis. They just completed a 6,000-man-hour study of the Model 3. Scattered around the Munro warehouse is a methodically exploded Tesla, quite literally in pieces. Founder and CEO Sandy Munro highlights the various engineering hits and misses.

Read Tesla’s response to the Model 3 teardown’s results at the bottom of this article.
The headings for the two previous posts are quotes from Sandy Munro who started a business where he disassembles cars to determine how well they are built. He sells this information to other manufactures. After disassembling the Tesla Model 3 Panasonic battery pack he said that it was the "Best Battery Pack in the Business"

The following is from a recent Motor Trend article:

The Munro team struggled mightily to disassemble the Tesla pack, so Sandy wonders whether it will be as easy to repurpose for post-EV uses as those in the Bolt EV or BMW i3. The 2,170 cylindrical Panasonic cells in three modules are assembled with remarkable robotic precision. Each individual cell is glued to another and to the cooling channels. A unique low-heat ultrasonic aluminum wire-bonding process connects each cell to the cell-voltage balancing circuitry, which is also exceptionally precise—Munro measured a mere 0.2 millivolt variance between cells. “That’s staggeringly close,” Munro says, “far beyond what anybody else can do.” One curious choice: forming the protected top half of the pack in metal instead of lighter, cheaper fireproof plastic.

[Volle Kraft]

Panasonic makes the best EV battery pack in the business.

http://www.motortrend.com/news/tesla-model-3-teardown-deconstructed-3/

[Volle Kraft]

Model 3 battery is a thing of beauty?

https://cleantechnica.com/2018/04/29/munro-tesla-model-3-teardown-report-provokes-tesla/

[Volle Kraft]

The observations of the German firms about Tesla’s battery tech in the Model 3 echo the findings of Detroit veteran Sandy Munro, whose company, Munro & Associates, is also in the process of tearing down and analyzing the compact electric car. In a recent episode of Autoline After Hours on YouTube, Munro stated that the Model 3’s battery is the best in the industry today. Munro was particularly impressed with the .2-milliamp differential between the Model 3’s battery modules, stating that “nobody (in the industry) can balance batteries that close.”

[Volle Kraft]

A German company tears down a Tesla Model 3 and finds that the cost of the materials should ensure a good profit margin. The company also discovered that the Panasonic Battery cells contained less of the very expensive cobalt material than even the future prototype batteries from Panasonic's competitors. They also found that the cell balance was held at a tighter tolerance that any of their competitors.

https://www.teslarati.com/tesla-model-3-profit-german-teardown-company/

[Volle Kraft]

Tesla makes deals to secure future lithium needs at Gigafactory.

https://electrek.co/2018/05/17/tesla-secures-dea-lithium-australia/

[Volle Kraft]

Tesla makes deal with Australian Gov. to install Tesla home "Power wall"
systems in thousands of South Australian Homes making a "Virtual Power Plant" as the homes power themselves on the same grid. This is different from the first massive Tesla battery pack installation which was a separate centralized system as opposed to being decentralized and installed in the homes. Also the previous battery pack had the cells outsourced because of the problems that Panasonic and Tesla had with the famous Giga factory bottle neck last year. Future projects will be made with Panasonic batteries.

https://electrek.co/2018/05/24/teslas-massive-50000-powerwall-virtual-power-plant-project-gets-greenlight-from-new-sa-gov/

[Volle Kraft]

Next Giga factory to be in China?

https://www.teslarati.com/elon-musk-tesla-next-gigafactory-china/

[Volle Kraft]

Model 3 battery pack production increased.

https://www.teslarati.com/tesla-model-3-battery-pack-production-automation/

[Volle Kraft]

Tesla will be up to 5000 model 3s per week.

https://www.thestreet.com/investing/tesla-just-hit-a-pair-of-big-milestones-for-the-model-3-14601140

[Volle Kraft]

Japanese Government starts program to support Solid State EV battery development by Japanese Electric Vehicle manufacturers and battery suppliers such as Panasonic.

This news supports the previous news of Toyota's intent to unify Japanese EV manufactures to develop future EV batteries. Toyota's plans had Panasonic as a key member of the EV battery research group.

https://cleantechnica.com/2018/05/07/japanese-government-partners-with-manufacturers-on-solid-state-battery-research/

[Volle Kraft]

Lets keep every thing straight here, the previous Tesla / Panasonic 18650 cell that XNRGT compares its latest battery to dates back to 1994.

The first sentence in the following paragraph from your post says it all.

(The main expected advantages of this method include:)



high energy density demonstrating (> 1600 Wh/L) 405 Wh/kg 6X the energy density of a traditional Lithium Ion battery. The next generation Lithium Metal Air (4400 Wh/L), 680 Wh/kg, 10X a traditional lithium ion battery. XNRGI batteries have high currents for fast charge and discharge, long cycle life, safe, and low-cost high volume batch fabrication.


When you know for sure what the advantages are let me know.

Panasonic expects to have vast improvements in their next generation batteries as well.

[Volle Kraft]

-Is the companies brochure all you have to present your case?

-Does this company have any agreements as a supplier?

-Is this company profitable?

-How many batteries do they manufacture annually?

-Do they pay a dividend?

-Have there been any test by a third party to support the claims in the companies brochure?

-Where are these factories located?

-Are these batteries safe? how quickly can they be recharged?

-How many times can they be recharged?

-Do they hold up in the real world?

-Is there any documentation that shows how well they hold up long term?