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28 Mar, 4 tweets, 1 min read
Utility-Scale Solar at $0.046 per kWh Is Cheapest Electricity In History

U.S. DOE Wants To See $0.020 per kWh By 2030
cleantechnica.com/2021/03/26/sol…
SOLAR

Best research-cell efficiencies
The Goal for Utility-Scale Solar PV
And how the market has been developing

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More from @jpr007

JPR007 Profile picture
29 Mar
UNDERSTANDING THE CURRENT MARKET

Credit Suisse and Nomura warn of losses after $20bn stock fire sale

- a major Prime Brokerage Client defaults on their Margin Calls and they dump the shares that it was holding into the market to cover their exposure
on.ft.com/3waENaK
Archegos - read as "Arch Egos" - is a family office that manages the wealth of Bill Hwang, a “Tiger cub” alumnus of Julian Robertson’s legendary Tiger Management hedge fund

It had about $10bn of assets last week according to prime brokers
New York-based Hwang previously ran the Tiger Asia hedge fund, but he returned cash to investors in 2012 when he admitted to wire fraud relating to Chinese bank stocks
Read 16 tweets
JPR007 Profile picture
27 Mar
WHAT PRICE SHOULD WE PAY FOR SAFETY ?

Let us say that we have two Automakers A and Z

And let us say that they develop competing self-driving systems

"A" has started earlier and has built up more experience, and eventually reaches a 6-Nines level of safety performance
Let us define 6-Nines here as the condition where the expected safety level is 99.999999% and the risk of a serious adverse event like a death has declined to a chance of 0.000001% or 1 in 10,000,000 miles driven
"Z" has started later but has built up experience at the same rate over time, and when A reaches a 6-Nines level of safety performance Z is able to claim a 4-Nines level of safety performance

Which means that Z's risk of a serious adverse event has declined to 1 in 100,000 miles
Read 5 tweets
JPR007 Profile picture
27 Mar
Volkswagen Group said it will claim damages from former CEO Martin Winterkorn and former Audi boss Rupert Stadler, as the company tries to draw a line under its diesel cheating scandal
europe.autonews.com/automakers/vw-…
The automaker's supervisory board has concluded that Winterkorn breached his duties of care from 27 July 27 2015 . . .
. . . by failing to comprehensively and promptly clarify the circumstances behind the use of unlawful software functions in 2.0-liter TDI diesel engines sold in the North American market between 2009 and 2015, VW said in a statement on Friday
Read 6 tweets
JPR007 Profile picture
27 Mar
QUESTION OF THE DAY 20210327

"If Toyota is selling almost 9 million cars per year.
. . . why does it have a lower Market Cap than Tesla ?"

The QUICK ANSWER is "because they are mature with no growth"

Their results are what they are

Equity Valuations are based on GROWTH Image
But let's take a closer look at Toyota and understand better with the LONG ANSWER - THREAD :

Equity Valuations are based on GROWTH

Which means we should be looking for more profits in the future than in the present

Standing still has no premium to it

That is good for Bonds Image
And when your current business is showing this . . .

. . . and you have given investors no clear and credible strategy for getting to the other side . . .

. . . investors naturally HAVE TO discount your prospects Image
Read 12 tweets
JPR007 Profile picture
26 Mar
Where are all the containers? The global shortage explained

Freight shipping is in the midst of a unique and unusual predicament

An unforeseen cascade of events caused by the pandemic has us facing a worldwide container shortage crisis
hillebrand.com/media/publicat…
VALUABLE READING

It’s a crisis because the lack of containers has a ripple effect down entire supply chains, disrupting trade on a global scale

So where have the containers gone ?

Many are in inland depots

Others are piled up in cargo ports, and the rest are on board vessels
The largest container shortage is in Asia, but Europe also faces a deficit

To grasp why the containers are where they are, it’s important to first understand the domino effect that has led to the present situation

Let’s start at the beginning
Read 28 tweets
JPR007 Profile picture
25 Mar
WHAT COULD TESLA BE WORTH IN 2036 ?

We have already provided a view on Tesla's Market Capitalization in 2031, which is 10 years from now

- it basically rounds off to about $6,000 billion

- before counting anything for Third-Party Battery Sales
If we extend the two main analyses up to 2036 we can expect to get these kinds of values :

1. Making Automobiles

= $5,600 billion of Market Cap at a 20x P/E Multiple
2. Selling FDAS

= $4,000 billion of Market Cap at a 20x P/E Multiple
Read 5 tweets

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