Whoever thinks EV adoption is a straight line is wrong. The trend is up; many peaks and troughs of growth to come.
The key data point to look at is, how many EV owners in the market for a new vehicle are looking at ICE.
Stock Market
- Thread starter pmclaine
- Start date
The key data point to look at is, how many EV owners in the market for a new vehicle are looking at ICE.
I did the same, got some under 80 to put away and write covered calls on. Good luck to us all
I'd also like to see how many EV owners would be willing to own only EVs in their garage.
Another leading indicator:
Oct 31 (Reuters) - Caterpillar (CAT.N) reported a double-digit rise in profit on Tuesday, beating Wall Street estimates on solid construction equipment sales in North America, but its shares slid in early trading on signs of slowing machinery demand.
The Texas-based manufacturer's shares fell as much as 6.3% as dealer inventories rose for the third-consecutive quarter at the same time Caterpillar's order backlog shrunk, indicating that equipment demand may have peaked.
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www.reuters.com
Oct 31 (Reuters) - Caterpillar (CAT.N) reported a double-digit rise in profit on Tuesday, beating Wall Street estimates on solid construction equipment sales in North America, but its shares slid in early trading on signs of slowing machinery demand.
The Texas-based manufacturer's shares fell as much as 6.3% as dealer inventories rose for the third-consecutive quarter at the same time Caterpillar's order backlog shrunk, indicating that equipment demand may have peaked.
Caterpillar shares fall on equipment demand concerns despite earnings beat
Caterpillar reported a double-digit rise in profit on Tuesday, beating Wall Street estimates on solid construction equipment sales in North America, but its shares slid in early trading on signs of slowing machinery demand.
www.reuters.com
A simple and transparent way management can determine when it is an opportunistic time to commence a share buyback is simply by looking at the stock price's current % deviation from its 200-day moving average. Enphase's share repurchase will prove to be very accretive. Additionally, following a 200 DMA (or 50 DMA in my case) has shown to be a prudent method of portfolio management.
There is an extraordinary story to be told when you purchase shares with free cash flow and a growing financial outlook. When you don't, you end up like RAYTHEON. A blistering $20B+ in share repurchases over the last 10 years with near no share price appreciation and staggeringly flat financials.
12/31/13: $56.6B in revenue, $5.7B in net income, 15% operating margin, operating cash flow per share $2.65, free cash flow per share $2.08
09/30/23: $67.1B in revenue, $3.2B in net income, 5% operating margin, operating cash flow per share $2.23, free cash flow per share $1.89
12/31/13: $56.6B in revenue, $5.7B in net income, 15% operating margin, operating cash flow per share $2.65, free cash flow per share $2.08
09/30/23: $67.1B in revenue, $3.2B in net income, 5% operating margin, operating cash flow per share $2.23, free cash flow per share $1.89
We are in agreement.
- Wednesday, September 22, 2021
- 12:25 PM ET
Li-Cycle started at buy with $15 stock price target at UBS MarketWatch
- 12:25 PM ET
LiCycle is easy to understand. It’s lithium and black mass pricing plus review/cancellation of a major project.
Poison Pill strategy.Li-Cycle
li-cycle.com
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Poison Pill: A Defense Strategy and Shareholder Rights Plan
The poison pill is a tactic public companies sometimes use to deter a hostile takeover.
I'll just throw this out for discussion. What if a group makes a half decent offer to take this company private ?
Not just LICY but any of the other's that are hitting bottom.
I ask because a company Tonix Pharmaceuticals (TNXP) bought a large tract of land near my place a few years back with big plans to build a plant. Cashed in a lot of credits, grants, etc. Last year they finally put in a double wide office trailer but it has sat vacant for almost 18 months. No activity on the property.
See also GM, Boeing, etc.
What's impressive is that RTX is trading at a PE of about 38x, so knock that down to a reasonable PE in a 5% annual ROR and it looks even shittier. Pretty sad for a company that sucks on the government teat.
The fact that LiCY has adopted a psn pill makes me believe they have secured financing or some other arrangement. (or that their cash runway is still significantly long). I am fine if someone wants to come purchase them, I am sure the offer will have to be north of $1B.I'll just throw this out for discussion. What if a group makes a half decent offer to take this company private ?
Not just LICY but any of the other's that are hitting bottom.
I ask because a company Tonix Pharmaceuticals (TNXP) bought a large tract of land near my place a few years back with big plans to build a plant. Cashed in a lot of credits, grants, etc. Last year they finally put in a double wide office trailer but it has sat vacant for almost 18 months. No activity on the property.
ENPH sold off after hours on terrible SolarEdge's earnings... these are not the same. Enphase increased gross margins from 46% to 48% in Q3. SolarEdge decreased from 32% to 20%.
There are a lot of nervous investors and fund managers out there.
Not one of them has a crystal ball or is willing to put their money where their mouth is.
If you have a ton of money that is just laying around then follow Cramer's advice... LOL
His 3 picks for today have trended down for the past 5 months with a bounce today.
Cramer picks companies that stand out during earnings season
CNBC's Jim Cramer on Wednesday told investors which companies he thinks have distinguished themselves during earnings season.
www.cnbc.com
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This market is stupid lol. I was hoping to purchase ENPH at $72 due to the silly sell-off on SEDG.
A drop in the 10Y Treasury is leading to benefits in long duration growth.
TSLA +5%
ENPH +5%
LICY +19%
TSLA +5%
ENPH +5%
LICY +19%
The "Market" is similar to "Mother Nature"...
Many valuable lessons to learn for those that pay attention and remain patient.
Only if you took profit, Trader Joe
These three have been swimming up stream for the past 6 months. It's the "trend".
Yeah it was painful at the time but I bought more after hours yesterday.
Meanwhile at GM, we're learning that Mary Berra and Mark Reuss should be asked to clean out their desks and start preparing for the shareholder lawsuits:
Those two get paid $45 million/year for this sort of shitty decision-making. I could do a similarly poor job for half as much and the headlines would be far more amusing.
Time’s running out for GM to get its EVs right — and billions of dollars are on the line
Delaying production of high-profile EVs and dropping a development program with Honda may be an acknowledgment of the problems. It's not a solution.
www.freep.com
Those two get paid $45 million/year for this sort of shitty decision-making. I could do a similarly poor job for half as much and the headlines would be far more amusing.
One more smart CEO that will 'take the money and run" rather than ride the upcoming train wreck.
Whitney Wolfe Herd, founder and CEO of the dating app Bumble, is stepping down from her role at the helm of the company early next year.
Bumble requires women to make the first move with dating prospects, and Wolfe Herd founded the company in 2014 as a way to create an empowering and safe online dating space. She will be succeeded by Lidiane Jones, CEO of Salesforce’s cloud-based messaging platform Slack, on Jan. 2, 2024, according to a company release Monday.
www.cnbc.com
Whitney Wolfe Herd, founder and CEO of the dating app Bumble, is stepping down from her role at the helm of the company early next year.
Bumble requires women to make the first move with dating prospects, and Wolfe Herd founded the company in 2014 as a way to create an empowering and safe online dating space. She will be succeeded by Lidiane Jones, CEO of Salesforce’s cloud-based messaging platform Slack, on Jan. 2, 2024, according to a company release Monday.
Bumble founder and CEO to step down early next year, Slack chief executive to succeed her
Bumble founder and CEO Whitney Wolfe Herd to step down
Oversupply of US debt leaves few takers for Treasuries
Issuance of $1tn-worth of government bonds in space of three months creates a glut as big buyers retreat
www.ft.com
Once it's time to monetize the debt, whomever's in charge at the time will get the blame, but this problem is now multi-generational.
I have been following this. A somewhat remote area. Made a lot of news earlier this year.Sheep Creek – US Critical Metals
uscmcorp.com
Your neck of the woods Hobo?
Something like this could take years to develop . The EV (Go Green) has some uncertainty.
I don't know if that will be developed or not. South of me, about 30 miles away.
LOL
“This is the ultimate answer for the battery-electric truck. No one else has got anything else like it,” Kuniskis told reporters during an event. “This is going to be a game changer for battery-electric trucks.”
www.cnbc.com
“This is the ultimate answer for the battery-electric truck. No one else has got anything else like it,” Kuniskis told reporters during an event. “This is going to be a game changer for battery-electric trucks.”
Stellantis' new Ram pickup is an EV — with a gas-powered generator in case the battery runs out
The new Ram pickup can operate as an EV until the battery dies and an onboard generator — powered by a 3.6-liter V6 engine — kicks on to power the vehicle.
www.cnbc.com
“The Ramcharger is not a PHEV,” Kuniskis said. “It’s a battery-electric truck with its own onboard, high-speed charger.”LOL
“This is the ultimate answer for the battery-electric truck. No one else has got anything else like it,” Kuniskis told reporters during an event. “This is going to be a game changer for battery-electric trucks.”
Stellantis' new Ram pickup is an EV — with a gas-powered generator in case the battery runs out
The new Ram pickup can operate as an EV until the battery dies and an onboard generator — powered by a 3.6-liter V6 engine — kicks on to power the vehicle.
Uhhh... initial thought is that this going to quickly ruin the battery lol. The 145-mile range battery will be drained to zero then a generator will kick on to charge the battery while also discharging through the battery to power the vehicle. Who would buy this over a hybrid? Guarantee that this will be significantly more expensive than hybrids currently on the market.
It's more likely to send power directly to the motors and only sending excess to charge battery.
Perhaps rent one for a few days before buying.
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Long way from rural Georgia. I am fine with my ICE pickups and Outback. But game changer for Tesla stock if they can sell at $25kishPerhaps rent one for a few days before buying.
Tesla car rentals in Los Angeles from $32/day | KAYAK
Looking to rent a Tesla in Los Angeles? Latest prices: Tesla Model X $56/day, Tesla Model Y $40/day, Tesla Model 3 $32/day. Find Los Angeles Tesla rental car deals on KAYAK now.www.kayak.com
This thing is most certainly a PHEV - a series hybrid, to be exact. It's the sort of thing that sounded good 20-25 years ago, before Toyota demonstrated the superiority of the "power split" architecture that was later pretty much perfected by GM in the form of the Two Mode hybrid powertrain for pickups and large SUVs, and the Voltec powertrain in the Volt which could function as a series or parallel hybrid depending upon conditions. This shit worked really well, but didn't fit the narrative of eliminating liquid hydrocarbon fuels.
It makes way more sense to drain the battery on a daily basis than it does to carry around excessive pack capacity that's only accessed on occasion; the techniques for managing pack life under such conditions are fairly well understood nowadays (if you doubt this to be the case, then don't hold out much hope for something like the Tesla Semi). On a related note, Toyota and GM went back and forth on battery sizing and daily depth-of-discharge for about a decade. Toyota favored something with a range of around 10 miles so that the pack would be completely discharged by the majority of commuters; GM preferred a pack with 40ish miles range to capture the driving distance of most commuters. Judging by the spec of the latest Prius Prime PHEV, GM won that argument.
I do not believe there is a single manufacturer of an electric vehicle that recommends you deplete your battery to 0%. Most suggest maintaining a state of charge of no less than 10%-20%. Maybe they are using a different battery chemistry for this purpose or their "0%" is not a true 0%.
“There’s no connection between the engine and the wheels,” he said. “The gas generator is only there to charge the battery.”
Exactly - and even Stellantis is not going to let that pack go completely dead before firing up the ICE generator, even if that's how someone wants to interpret what their CEO said.
That means there is no transmission. Even my house inverter can take solar and/or generator power and feed it directly to the house without having to first pass it through the battery. You said you think it would be hard on the battery to flow "through" it.. I'm pretty sure that's not how it's going to actually work.
Appears Elon is trying a "shotgun" approach on options for his businesses.
Not keeping all his eggs in one basket. But when a recession looms many big businesses pull back to their core products.
With all the uncertainties in the world, I tend to follow Warren Buffett and Charlie Munger more often.
Warren Buffett:
“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes.”
Charlie Munger:
From 1996:
It was a series hybrid back then, it's still a series hybrid today no matter what the CEO says at a press conference.
Once again, this is outdated technology and even Chrysler itself did better over 15 years ago:
jalopnik.com
While doing a quick search, I found a press release from 2004 announcing the collaboration between DaimlerChrysler and GM on this system. Dammit, this industry is frustrating.
It was a series hybrid back then, it's still a series hybrid today no matter what the CEO says at a press conference.
Once again, this is outdated technology and even Chrysler itself did better over 15 years ago:
Inside Chrysler's Two-Mode HEMI Hybrid System
On the outside, a hybrid is usually just a badge and a smug driver. On the inside is where all the fun happens. In that spirit we bring you the internals of the Chrysler version of the two-mode hybrid system (after a long day of previews and reveals we thought you deserved a little mechanical...
jalopnik.com
While doing a quick search, I found a press release from 2004 announcing the collaboration between DaimlerChrysler and GM on this system. Dammit, this industry is frustrating.
In the Ramcharger’s case, the system combines a 92-kilowatt-hour battery pack with a 3.6-liter Pentastar V-6 that acts as a 130-kilowatt generator. Power is sent to 250-kW (335-hp) front and 238-kW (319-hp) rear electric drive modules. Ram engineers took great pains to explain that, unlike the now-dead Chevy Volt, the gas generator in the 1500 Ramcharger is not connected to any of the driven wheels.
I ran a very large woodyard for the paper industry - we had multiple giant "front end loaders" that unloaded log trucks (25 tons per bite) and then loaded the wood chipping systems. These giant vehicles had electric motors at each wheel (4 total) and these four large electric motors plus the rest of the hydraulics were driven by a diesel generator. An ICE powered electric vehicle - old technology, this was 50 -60 years old.
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