Genetec - An update on Trade Receivable Collection from Management https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623455359-Genetec_An_update_on_Trade_Receivable_Collection_from_Management.jsp

Genetec - An update on Trade Receivable Collection from Management https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623455359-Genetec_An_update_on_Trade_Receivable_Collection_from_Management.jsp

What's regenerative braking? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-18-story-h1621490115-ZF_Regenerative_braking_increases_range_of_electric_vehicles.jsp

What's regenerative braking? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-18-story-h1621490115-ZF_Regenerative_braking_increases_range_of_electric_vehicles.jsp

Key Note:

2022 Q1 receive 130m NEW ORDER. Mainly came from Customer T & Customer Z
GENETEC is working with Customer T on Gen 2 battery line. More order to come in on next few months.
GENETEC receive order from Customer T's MEGA PACK project. More order on next calendar year.
Customer Z receive regenerative braking line confirmation from end Customer. Est. 100m - 200m recurring order every year.
Customer Z place more order on ECU line.

https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623454428-Genetec_Latest_Order_Book_by_Industry.jsp

Mr nickinvests

Please send


nickinvests My friend said genetec just finished briefing. He shared me his note. if u want pm me.
27/05/2022 3:40 PM

Genetec - Latest Order Book by Industry https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623454428-Genetec_Latest_Order_Book_by_Industry.jsp

Genetec - Backed by strong EV & e-mobility demand. CIMB raise TP to RM4.50 https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623452540-Genetec_Backed_by_strong_EV_e_mobility_demand_CIMB_raise_TP_to_RM4_50.jsp

Genetec - Backed by strong EV & e-mobility demand. CIMB raise TP to RM4.50 https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623452540-Genetec_Backed_by_strong_EV_e_mobility_demand_CIMB_raise_TP_to_RM4_50.jsp

For knowledge sharing - Tesla moves to expand Gigafactory Berlin on new 250-acre land https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-27-story-h1623449875-For_knowledge_sharing_Tesla_moves_to_expand_Gigafactory_Berlin_on_new_2.jsp

GENETEC - Quarter Result +339.70%. Mgmt expect more order replenishment. 2023 will be another outstanding year. https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-26-story-h1623427613-GENETEC_31_Mar_2022_Quarter_Result_339_70.jsp

For knowledge sharing - Tesla battery research group unveils paper on new high-energy-density battery that could last 100 years https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-26-story-h1623423677-For_knowledge_sharing_Tesla_battery_research_group_unveils_paper_on_new.jsp

For knowledge sharing - Tesla lobbies for anyone with solar and batteries to participate in Texas’ energy market https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-26-story-h1623423676-For_knowledge_sharing_Tesla_lobbies_for_anyone_with_solar_and_batteries.jsp

For knowledge sharing - PM Ismail Sabri rolls out red carpet for American investors, eyes Tesla https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-13-story-h1623212413-For_knowledge_sharing_PM_Ismail_Sabri_rolls_out_red_carpet_for_American.jsp

csan hahaha genetec a baby step still so desperate. he doesn't realise that small timers on i3 forum has no power to push the price up. it all depends on syndicates and funds.
12/05/2022 11:23 AM


----------------------------

Mr. csan, I am not desperate. Stock price go up and come down. It is very normal.

I am sharing info related to EV & ES. please come and visit my blog https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

I realize i3 have very big fish. Recent sell down was partly contributed from Mr. K in i3. after we pointed out his EPS mistake.

It create a good opportunities for us to get a cheaper genetec.

[A NICE INTERVIEW] Elon Musk talks to the FT about Twitter, Tesla and Trump https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-11-story-h1622533047-New_Elon_Musk_Interview_with_Financial_Times_Timestamps_and_Reaction_In.jsp

https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-10-story-h1622526317-A_good_change_to_buy_Tesla_Tesla_Stock_is_Overvalued_Or_Not.jsp

buy whatever you believe in....

I believe EV & ES is the future for next 10 - 20 years.

For knowledge sharing - US companies battery breakthrough will change the world https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-09-story-h1622499444-For_knowledge_sharing_US_companies_battery_breakthrough_will_change_the.jsp

For knowledge sharing - Brazil's Vale signs long-term deal to supply Tesla with nickel https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-09-story-h1622499349-For_knowledge_sharing_Brazil_s_Vale_signs_long_term_deal_to_supply_Tesl.jsp

Investment Advise from Elon Musk https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-09-story-h1622497242-Investment_Advise_from_Elon_Musk.jsp

“Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.”

For knowledge sharing - Tesla confirms plans for second Chinese plant https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-06-story-h1622444483-For_knowledge_sharing_Tesla_confirms_plans_for_second_Chinese_plant.jsp

For knowledge sharing - Tesla Giga Berlin will reportedly expand by 30 percent to make way for future operations https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-06-story-h1622443453-For_knowledge_sharing_Tesla_Giga_Berlin_will_reportedly_expand_by_30_pe.jsp

Please come and revisit this post

GENETEC - CLSA Target Price RM4.50. What have and have not been priced in?

https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-15-story-h1621459606-GENETEC_CLSA_Target_Price_RM4_50_What_have_and_have_not_been_priced_in.jsp

“Day after day, the direction seems to change. This opens up good opportunism for companies which have fundamentals, strong earnings, strong outlook for the next three-to-five years. What is really interesting about these markets is that there are these every-other-day changes in either direction where investors are outrageously bullish or outrageously bearish the next day.”

For knowledge sharing - Tesla Q1 Earnings Call // The 4680 Ramp & Raw Materials for Extreme Scaling https://klse1.i3investor.com/blogs/genetec_rm400/2022-05-05-story-h1622436789-For_knowledge_sharing_Tesla_Q1_Earnings_Call_The_4680_Ramp_Raw_Material.jsp

The LFP cell is in prismatic packaging for now.

4680 is another form factor. 46 & 80 are the x & y dimension for cylindrical cells. the ANODE & CATHODE material will depends on the final product - S, 3, X, Y, Truck, Power pack, & mega pack will have own mixture of materials - which included but not limited to LFP

You may refer to Tesla battery plan on their slide

https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

I plan to get more Tesla from this price until $600.

For knowledge sharing - The Battery Materials Crunch & Tesla // 4680 Variants https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-26-story-h1622261950-For_knowledge_sharing_The_Battery_Materials_Crunch_Tesla_4680_Variants.jsp

Mr. Lightspeed, investor shall take responsibility for the actions.

Please visit my humble blog to read more on EV & ES industry. There is no more profitable investment than investing in knowledge. It is the best investment you can make; you can never go wrong with it. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

“In the short run, the market is a voting machine but in the long run it is a weighing machine.”

Either Tesla or GENE is taking the baby steps in EV & ES initiative

Give GENE another few years and we will see. I hope we can achieve the plan as presented on the Battery Day & eventually my fellow shareholder will be reward with a good capital appreciation.

Please visit my humble blog to read more on EV & ES industry. I am looking forward for knowledgeable & insightful comment regards to the industry or our company development. https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp

For knowledge sharing - TeslaCon Texas Panel // With Sandy Munro and Farzad Mesbahi https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-25-story-h1621609495-For_knowledge_sharing_TeslaCon_Texas_Panel_With_Sandy_Munro_and_Farzad_.jsp

For knowledge sharing - Who Is Winning The Global EV Race? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-25-story-h1621609404-For_knowledge_sharing_Who_Is_Winning_The_Global_EV_Race.jsp

will 2023 start to use LFP batteries (50%) and the 2170/4680 batteries (50%) . ( Just my 2 cents) .

---------------------------------------

4680 is the x & y dimension for cylindrical cells. the ANODE & CATHODE material will depends on the final product - S, 3, X, Y, Truck, Power pack, & mega pack will have own mixture of materials.

Elon was asked what were the limiting factors on Tesla's production:

In the short term, semiconductors. In the long term, batteries.

IRON & NICKEL is 2 options for the CATHODE material. You may refer to its material on the battery day slide. What's their plan on ANODE & CATHODE material in different car model. https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

But the 4680 initiative is much more than just materials. It is a total revamp of battery for mass production.

The difficulty of designing the machine that makes the machine is vastly harder than the machine itself.

For knowledge sharing - What Is an LFP Battery? A 4680? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-22-story-h1621577810-For_knowledge_sharing_What_Is_an_LFP_Battery_A_4680.jsp

For knowledge sharing - What Is an LFP Battery? A 4680? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-22-story-h1621577810-For_knowledge_sharing_What_Is_an_LFP_Battery_A_4680.jsp

You may refer to its material on the battery day slide https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

For knowledge sharing - The Big Business Of Energy For The EV Industry https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-22-story-h1621577692-For_knowledge_sharing_The_Big_Business_Of_Energy_For_The_EV_Industry.jsp

Why Tesla 4680 Battery Update Will be EPIC! https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-22-story-h1621575731-Why_Tesla_4680_Battery_Update_Will_be_EPIC.jsp

Eric Lim Sharp increase in raw material price, EV Battery GG

https://www.klsescreener.com/v2/news/view/980239/%E4%B8%AD%E5%9B%BD%E6...
20/04/2022 5:49 PM


Mr Eric Lim, May I refer you to the latest earning call from Tesla. Please pay attention on the margin & inflation outlook.

By the way, do you able to clarify the 50m assumption on the order book?

Tesla, Inc. (TSLA) CEO Elon Musk on Q1 2022 Results - Earnings Call Transcript https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-21-story-h1621550776-Tesla_Inc_TSLA_CEO_Elon_Musk_on_Q1_2022_Results_Earnings_Call_Transcrip.jsp

Tesla, Inc. (TSLA) CEO Elon Musk on Q1 2022 Results - Earnings Call Transcript https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-21-story-h1621550776-Tesla_Inc_TSLA_CEO_Elon_Musk_on_Q1_2022_Results_Earnings_Call_Transcrip.jsp

Tesla, Inc. (TSLA) CEO Elon Musk on Q1 2022 Results - Earnings Call Transcript https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-21-story-h1621550776-Tesla_Inc_TSLA_CEO_Elon_Musk_on_Q1_2022_Results_Earnings_Call_Transcrip.jsp

My fellow GENETEC shareholders. Here's some update on 4680 from Tesla Result Briefing https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-21-story-h1621548984-Tesla_Earnings_Highlights_What_Tesla_Just_Proved_to_the_World_4680_Para.jsp

My fellow GENETEC shareholders. Here's some update on 4680 from Tesla Result Briefing https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-21-story-h1621548984-Tesla_Earnings_Highlights_What_Tesla_Just_Proved_to_the_World_4680_Para.jsp

Tesla began production and deliveries at its Gigafactory Berlin in March and at Gigafactory Texas in April. Both factories are expected to increase the production for Tesla moving forward.

“We plan to grow our manufacturing capacity as quickly as possible. Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries,” the company said.


https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-21-story-h1621548795-Tesla_Q1_2022_Financial_Results_Webcast_Shareholder_Deck.jsp

Tesla began production and deliveries at its Gigafactory Berlin in March and at Gigafactory Texas in April. Both factories are expected to increase the production for Tesla moving forward.

“We plan to grow our manufacturing capacity as quickly as possible. Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries,” the company said.

Tesla Q1 2022 Financial Results and Q&A Webcast [Scheduled for Apr 21, 2022] https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-20-story-h1621518948-Tesla_Q1_2022_Financial_Results_and_Q_A_Webcast_Scheduled_for_Apr_21_20.jsp

Morgan Stanley: Global Renewable Energy is the Mother of All Capex Cycle https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-19-story-h1621516249-Morgan_Stanley_Global_Renewable_Energy_is_the_Mother_of_All_Capex_Cycle.jsp