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11 Apr, 6 tweets, 2 min read
MODEL S PRODUCTION

U.S. and Canda Order Backlogs are running 10-14 weeks
Europe Order Backlog is November 2021

- Germany
- Belgium
Hong Kong backlog is out into 2022
Australia backlog is out into 2022
So it is reasonable to expect the Fremont Model S and Model X production lines to run at full Scheduled Capacity for the rest of this year and well into next year

- 25,000 units per quarter / 100,000 units for four quarters

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More from @jpr007

JPR007 Profile picture
11 Apr
"UK-developed magnet-free electric motor ready for the road"

Switched reluctance motors have existed almost as long as the internal combustion engine, but have suffered from weaknesses in performance which have limited their use in electric vehicles
theengineer.co.uk/c2i-2019-magne…
Unlike common DC motor types, in a switched reluctance motor power is delivered to windings in the stator rather than the rotor

This simplifies mechanical design because power does not have to be delivered to a moving part
The rotor is made of a “soft” magnetic material such as laminated steel, with projecting magnetic poles

The stator also has a number of poles

When power is applied to the stator windings, the rotor moves to align the rotor pole with the nearest stator pole
Read 14 tweets
JPR007 Profile picture
11 Apr
MODEL S REFRESH

We hear the new Model S has started shipping now

- with 10-14 weeks for U.S. deliveries

Three price levels

- $80,000

- $120,000

- $150,000
So what does it look like ?

Can you believe that full glass roof !
And what does it sound like ?

Can you hear those 22 speakers

With 960 Watts of power

And active noise-cancelling
Read 10 tweets
JPR007 Profile picture
11 Apr
QUESTION OF THE DAY 20210411

Why do people invest in Bonds and Bond Funds ?

It seems to be a very strange thing to do

And yet a lot of money goes into them

1. Traditional Bond Mutual Funds

Cash In : $4.3 trillion

Net Assets = $5.1 trillion

Capital Gains = +$0.7 trillion
Now let's take a closer look :

Capital Gains have essentially been unchanged since 2010

So the holders may have made enough on their interest income to offset inflation during the last decade

- like a couple of percentage points if they were lucky
But they have really made no money

And why should they have done ?

And yet they seem to like storing more and more Cash in these funds

- presumably helping fund this issuance of Government paper

Daft really
Read 4 tweets
JPR007 Profile picture
9 Apr
WE ALL LOVE AAPL, RIGHT ?

But don't overestimate the returns on the stock

AAPL is no longer a high-growth stock

- organic growth is only around +7% per annum

- and it relies upon Stock Buybacks and Dividends for investor returns

LET'S TAKE A LOOK
RECENT PERFORMANCE - AAPL

COVID Trough was around $55

Current level is around $132

--> 2.4x return Image
RECENT PERFORMANCE - TSLA

COVID Trough was around $80

Current level is around $680

--> 8.5x return

WHICH ONE WOULD YOU RATHER HAVE OWNED ? Image
Read 12 tweets
JPR007 Profile picture
6 Apr
@elonmusk @CathieDWood @wintonARK @ARKInvest U.S. STOCK MARKET vs U.S. GDP

We should always think about what we have seen before . . .
@elonmusk @CathieDWood @wintonARK @ARKInvest Let's take a look at that journey from the depths of the Second World War in a step-by-step fashion

1. The War Years actually drove a strong stock market

** NOTE : U.S. GDP is shown here in nominal dollars that include inflation **
@elonmusk @CathieDWood @wintonARK @ARKInvest 2. And the relative "Peace" of the late 1950s and early 1960s actually lifted the stock market even higher to run above the GDP trend line
Read 10 tweets
JPR007 Profile picture
5 Apr
Motional is the Aptiv-Hyundai $4 billion joint venture aimed at commercializing driverless cars

They announced a partnership with Lyft in December 2020 as the ride-hailing company’s primary involvement in Motional’s plans

tcrn.ch/2O72cJh via @techcrunch
Hyundai IONIQ 5 will be Motional + Lyft's first robotaxi

The Hyundai IONIQ 5 was revealed in February 2021 with a consumer release date expected later this year

Motional will integrate its driverless technology into the all-electric SUV to create the company’s first robotaxi
The vehicles will be equipped with the hardware and software needed for Level 4 autonomous driving capabilities, including lidar, radar and cameras to provide the vehicle’s sensing system with 360 degrees of vision, and the ability to see up to 300 meters away
Read 8 tweets

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