C. Technology and manufacturing
Just like b4, they hype the stock by huge future plans that nobody can disprove. First they continue plans for 900 mile range Hydrogen semi
10/ The hype goes on. Lots of fanfare, no proprietary tech shown. Only progress is Iveco-made trucks that I doubt will be viably produced and profitably sold
Next think they'll photoshop N badge on a Tesla Semi pic, and announce they've approached Tesla to collab with them...
11/ You can't fool many people all of the time, so long-term this should fail.
But screw long-term. All they need are 2more months!
What do you think?
Will they maintain high mkt cap till they can sell out?
Will they fail?
Or maybe they're real, and will make real-real trucks?
3/ Huawei sees #Tesla leading an AUTO-INDUSTRY REVOLUTION, powered by electricity and AI, which will lead to a fundamental change in the design of cars and the structure of the industry.
2/ Buses built by Thomas Built Buses Inc., a division of Daimler, w. battery tech by Proterra
Interestingly, a 3rd party vendor is PAYING to install smart chargers to charge buses at night, in exchange for rights to RE-SELL V2G POWER in peak hours
But they're not alone!
cont..
3/
School buses are excellent candidates for distributed-utility V2G. 500,000 school buses in USA sit mostly unused during peak hours
Thomas-Built buses' 220KW Proterra batteries capable of >4,000 cycles, meaning “more than half of their use case could be for use as grid asset”
Found this online, couldn't confirm it elsewhere but supposedly from behind paywall of AllNovaScotia.com
#Novonix expanding in Bedford to make low-cost battery
Spending $1.5m to add 8,800sqft for cathode pilot processing facility 1/ ..
2/ @NovonixBattery allegedly came up with new, low-cost process to synthesize battery material, with help of Mark Obrovac’s lab at Dal.
Process helps solve one of the greatest challenges – cost – as the current method to process cathodes is expensive and creates waste.
3/ Likely to have effect on mainstream EV adoption. CEO Chris Burns: “Why don’t we see more EV on the road? Not bc range isn’t far enough. All “inconveniences” people have always been concerned about almost don’t exist anymore. The challenge is cost”, he told allNovaScotia.
2/ Grantham from GMO is labeled as a value investor, but don't let it fool you. Unlike other "geniuses" he doesn't just check P/E or P/S, but also factors in growth, including possibly huge growth.
Ultimately his preference or bias is for dividend stocks, but he's doing it right
3/ He sees the current condition as a bubble that should burst in. 2 months - unless further inflated by the fed.
@heydave7 suggested a GREAT idea which i OPPOSE.
Watch his vid as well as @stevenmarkryan's and @WR4NYGov's for pros and cons - BUT THIS IS DIFFERENT 1/
2/ i agree with a lot of the points made - and that is why I oppose it. Its strengths are its weakness!
it WILL be the world's largest company. Every engineer, scientist etc. WILL want to work there. It WILL advance the move to occupy Mars.
BUT...
3/ BUT the world's largest company will be stronger than states. It will also be (one of?) the world's largest monopoly, that would be hard to compete with.