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written by reader Storage of Electricity – #Batteries & BIG image

By SoGiAm, July 29, 2016

This discussion provides the current and future of of Li, G, NAM; H2O and more…
After Fukushima REBECCA JOHNSON 24 March 2011 https://www.opendemocracy.net/5050/rebecca-johnson/after-fukushima

LONG TSX-V: GGG $0.25 OTCQB: $GPHBF $0.19, July 28, 2016 Graphene 3D Lab Introduces New Type of Single Layer Graphene Material:
http://www.graphene3dlab.com/s/news.asp?ReportID=757543&_Type=News&_Title=Graphene-3D-Lab-Introduces-New-Type-of-Single-Layer-Graphene-Material

$GLFN – http://galenfeha.com/ and #Gummune

Author: arch1 Comment: http://www.stockgumshoe.com/2016/03/microblog-club-house-for-the-discussion-of-religion-politics-and-other-unmentionables-volume-5/comment-page-17/#comment-4886050 New development for battery research to make electric vehicles practical and cost competitive…
Best2You ~ Benjamin @H0U3

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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hendrixnuzzles
January 16, 2018 11:31 pm
Reply to  SoGiAm

Excuse me, who mines silica for the solar industry ? Never hear about it as a mining target. Anybody know anything about it ? From where does the solar panel indu=stry get its silica ??

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arch1
January 17, 2018 2:24 am
Reply to  hendrixnuzzles

The silica comes from quartz sand and there is a lot of high quality sand. The silica must be dissolved in really pure water and grown into crystals or boules,,, cylinders about 8 inches in diameter and a foot long. Those are sliced into very thin sheets and a metallic substance put on the surface which is then acid etched to remove some leaving an electronic chip or light sensor depending on the metal alloy mix.
A good sized industry is near Portland OR, using the pure water available. Lots of rainfall,,, Nature distilled nonionic water.

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hendrixnuzzles
January 17, 2018 4:48 am
Reply to  arch1

Do you know anything about the sourcing landscape for it ?
Are there lots of little guys or a few big ones, or what ?
And who are they ?

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arch1
January 17, 2018 6:54 am
Reply to  hendrixnuzzles

Re silica/sand In the past the glass industry has been the big consumer and local suppliers were used because of the weight to haul any long distance added too much to the price. In many places such as white sands New Mexico and other old lake or sea bottoms there are many square miles of supply but the distances to haul make them uncompetitive.
here is a bit of info

http://www.mineralproducts.org/prod_silica01.htm

https://www.alibaba.com/showroom/high-grade-silica-sand.html

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Griffin
Griffin
December 21, 2017 3:14 pm

$FYI – Critical Mineral Resources of the United States — Economic and Environmental Geology and Prospects for Future Supply,

https://pubs.er.usgs.gov/publication/pp1802

This link is to the latest Critical Minerals Report from U.S. Geological Survey. The link goes to the index(?) page which is a list of the chapters most are for a mineral so you don’t have to read all 800 pages.

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Griffin
Griffin
January 9, 2018 10:33 am

$MGXMF -MGX Minerals Announces Major Advancement in Mass Storage Battery Technology; Solves Zinc Dendrite Formation Limitation

VANCOUVER, BRITISH COLUMBIA / January 9th, 2018 / MGX Minerals Inc. (“MGX” or the “Company”) (CSE: XMG / OTCQB: MGXMF / FKT: 1MG) is pleased to announce wholly owned subsidiary ZincNyx Energy Solutions, Inc. (“ZincNyx”) has solved the long standing reliability issue caused by the growth of zinc dendrites in zinc-air flow batteries. The problem occurs when filaments of zinc (dendrites) grow in unintended areas and may cause membrane ruptures or short circuits to occur. The ZincNyx system is immune to this effect since it uses zinc dendrites as fuel and consumes them as part of its normal operation. Avoidance of dendrite damage is the single most significant hurdle in development and commercialization of zinc-air flow battery systems. Phase II design and testing has been completed and final commercial design is now underway for mass production of its scalable 20kWh capacity zinc-air mass storage battery.

This innovative regenerative zinc-air flow battery can be readily scaled from kilowatt to megawatt range to provide low cost energy storage. ZincNyx has developed a patented regenerative zinc-air flow battery that efficiently stores energy in the form of zinc particles and contains none of the traditional high cost battery commodities such as lithium, vanadium, or cobalt. The technology allows for low cost mass storage of energy and can be deployed into a wide range of applications.

Unlike conventional batteries, which have a fixed energy/power ratio, ZincNyx’s technology uses a fuel tank system that offers flexible energy/power ratios and scalability. The storage capacity is directly tied to the size of the fuel tank and quantity of charged zinc fuel making scalability a major advantage of the flow battery system. In addition, further major advantage of the zinc-air flow battery is the ability to charge and discharge simultaneously and at different maximum charge or discharge rates as each of the charge and discharge circuits is separate and independent. Other types of standard and flow batteries are limited to a maximum charge and discharge by the total number of cells as there is no separation of the charge, discharge and size of the fuel storage system.

The technology emits no greenhouse gases or pollutants.

http://www.zincnyx.com/blog-multi-author/

$MGXMF long

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Griffin
Griffin
January 9, 2018 12:46 pm

$fyi – Top 5 Stock Picks To Consider For 2018
BY Matt Bohlsen
https://seekingalpha.com/article/4136187-top-5-stock-picks-consider-2018?uprof=46&isDirectRoadblock=true/

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Griffin
Griffin
January 10, 2018 6:47 pm

$FYI – 6 Well Valued Lithium Miners To Buy Now
by Matt Bohlsen
Summary
Lithium and cobalt boom II has already arrived, resulting in many EV metal miners stock prices surging, some over 100% in under 3 months.
Catalysts to continue the EV boom.
Given the stock price surge I have focused to select 6 well valued lithium miners to invest in now.

https://seekingalpha.com/article/4136707-6-well-valued-lithium-miners-buy-now?uprof=46&isDirectRoadblock=true

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Lulu
January 12, 2018 11:04 pm

https://www.youtube.com/watch?v=2b3ttqYDwF0&t=2s
Disruptive Opportunities by Tony Seba. The ‘clean disruption – Energy and Transport.
Worth the hour and has been vetted by Hn & keen1991.

BTW: Arch/frank are you out there?? Missing you?

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arch1
January 13, 2018 9:06 pm
Reply to  Lulu

LULU Good to see you posting. Re disruptive technology as to batteries & etc.
There are a few things he overlooks or ignores. Batteries are a mature industry and very well researched for over a century. New configurations of elements/chemistry are unlikely to lead to a disruptive event so jumps in capabilities as seen in electronics/computer fields are just not in the cards.
Computer chip technology was in its infancy when Intel began and there finding new ways of manufacturing and miniaturization led to Moore’s law.
That was the disruptive part.
Auto industry; the disruptive factor was the Ford invention of the assembly line and standardization which drove costs down at the same time wages increased through the same increased productiveness that allowed ordinary people to afford an auto.
There are certain laws in physics and chemistry that cannot be changed.
One is that energy cannot be destroyed but every time it is changed, as from one form to another, losses occur. From electric energy changed to chemical energy in a battery about 20% is lost, mainly in heat. Changing back again loses a similar amount . also in heat. Gains can perhaps be made in preventing such loss but they can only be small, incremental, not disruptive.
Incidentally similar losses are found in generating electricity, whether by by steam from coal, natural gas, or nuclear or in using photo voltaic/solar cells.
Those losses are a huge factor and no disruptive technology is on the horizon as to cutting them.
In solar also only small gains are likely in the cells themselves, manufacturing more cheaply would be the only disruptive factor. Possible? Perhaps.
EV is usable now in major population areas but not really in rural or in things like heavy trucks hauling long distances through mountains etc or in farm machinery such as tractors/harvesters etc. how likely will airliners be converted to electric, given how much batteries weigh?
I see nothing disruptive to cause more than gradual change as electric becomes less and less costly,,, if it can. There are few things as energy dense as fluid hydrocarbons. We are hydrocarbon engines, in an engineering sense.
The ICE is going to be around for quite some time yet unless something no one now sees comes along that truly is disruptive. I think the most likely would be small nuclear plants in each community,,, like those that drive Aircraft carriers, the Reagan class has two such plants on board. They are very safe to operate.

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keen1991
keen1991
January 14, 2018 5:51 am
Reply to  arch1

An article to continue this thought process…That appears to herald a quantum jump in terms of battery capability and the likelihood of EVs dominating the landscape.

https://www.forbes.com/sites/katherynthayer/2018/01/09/fisker-eyes-a-comeback-with-a-stylish-self-driving-electric-car/#6fc673401f5c

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arch1
January 14, 2018 6:29 am
Reply to  keen1991

Fisker statement:
It will also preview its proprietary flexible solid-state battery that promises a range of up to 500 miles on a single, one-minute charge. It’s a development that wont be built into Fisker cars for a few more years, but that founder Henrik Fisker calls a “new era in battery technology.” The patent-pending battery could eventually improve the way we power “everything from a cell phone to an all-electric super-car.

If we find the way to harness the full potential of solar energy the price may drop to zero.
If we can train pigs to fly we won’t need cars for transportation. Ride a pig,,, my claim to copy write.
Show me the beef before I buy the sandwich.
Fiskar did or does make good knives.

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hendrixnuzzles
January 15, 2018 2:01 pm
Reply to  arch1

What elements are in it

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Lulu
January 14, 2018 4:04 pm
Reply to  arch1

arch1 – perhaps the trifecta of longer range EV battery + AI -self drivecars + uber may be the catalyst of ‘disruption? Why does it have to be one thing. I understand that the horse and buggy played a large roll for rural for a long time and AI roads have to be prepared, but short of flying around in the sky ‘the Jetsons style’….a change is coming!

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hendrixnuzzles
January 15, 2018 12:37 pm
Reply to  Lulu

Seba mention a large number of factors. As you say It is not “just one thing”.

It is the availability of the technologies that can potentially combine in a disruptive manner. These are now present, and Seba’s thesis is that conventional transportation is about to be thereby disrupted.

Enabling technologies include AI, LIDAR, battery technology, GPS, electric power storage, solar power, computing power, communications and open sourcing; and other factors, such as new business models that capitalize the underutilization of existing assets. In the case of ICE/EVs, we also have the added push of politics, policy and social pressure by major groups and entities.

Then, there is continuous cost curve reductions in the costs of these technologies. Technological innovations always follow a curve with reduced incremental costs over time. This is inherent in technology and manufacturing. Costs go down.
(That is one reason I am wary of tech and manufacturing as investment targets). When the costs go down enough, you get disruptions.

Then there is the increasing speed of social and economic adoption. This is largely a result of the internet and communications that move now with blazing speed. The resulting adoption of disruptive behavior is occurring at faster and faster speeds.

At a certain point, the combination of new enabling technologies and their low costs makes it economically imperative for people to adopt the new solution over the old solutions. Their economic self-interest makes it compelling.

When it reaches that point…BOOM…you have a disruption. Seba says we are at that point in transportation….right now.

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hendrixnuzzles
January 14, 2018 6:49 am

Arch1…re: Battery technology and disruptive forecasts

Hello all, and thanks to Ben for starting this thread.

I was very impressed with Tony Seba’s presentation; I would even say peruaded.

I am not sure how much I will participate here, but I read Arch1’s post on the unavoidable energy losses when energy is transformed from one form to another, and have something to say about it.

Arch, Your point is true about energy transformation losses. However there are a few relevant points that I think overcome your caveat.

1. In solar, sunlight is the supply of the original energy. Sunlight is free and essentially ubiquitous. So the incremental losses from transformation are completely irrelevant because the supply of the raw material is infinite, ubiquitous, for all practical purposes, it is free. In oil, in gas and in uranium, it takes time, energy and money to get the fuel. In solar, once the capital is spent for the system, there is no cost to collect the original fuel. If the batteries can be recharged and the energy can be stored, the efficiency in transforming it is not a major issue anymore.

However in EVs, power storage is an issue, because one needs range in the battery.
Also sunlight is not available 24/7. So I am fairly persuaded now of the importance of electric power storage and the critical elements needed in the dominant technologies. .

2. One of Seba’s main points about the disruptive process is that the interaction of various critical technologies is what is driving the disruption. In the EV revolution, It is not just battery technology and efficiency. It is not just LIDAR and big data.
It is not just GPS. It is not just cloud computing. It is not just smart phones.
It is not just economies of scale in manufacturing.

It is the combination of these things that in conjunction with cost savings that are disruptive. Uber has not invented anything, but has disrupted the taxi and private transit business by combinations of existing technologies and applications that vastly reduce costs or utilize underutilized assets.

3. The proof of the pudding will be in pricing, mass adoption and penetration based on economic self-interest. Seba claims that solar is already there. The observable publicly available prices on products and services can confirm this. The adoption of solar driven energy is visible and also confirming. The capabilities and availability of EVs likewise can be seen.

Watching the Patriots and the Titans last night, I saw an ad for a Honda hybrid gas/electric car company with an ELECTRIC range of 340 miles.

My point is, we can debate the fine points of battery technology, but we can see the progress of the EV revolution with our own eyes. Whatever the problems in battery technology are, the problem of getting an electric car with over 300 mile range appears to be solved, at least by Honda.

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arch1
January 14, 2018 7:09 am
Reply to  hendrixnuzzles

We really have no disagreement. However at present solar energy costs about $o.29 a KWH. if you lose near 40% in charging and discharging a battery you boost the cost of that KWH to above $0.5o . Those figures are subject to change through competition. The question is how soon will EV become more cost effective than ICE. I see that as being drawn out and gradual, not imminent, Batteries have been around for over 100 years and no great leaps in technology are on the horizon. I plan on keeping my Gas burner for some time, perhaps it will outlast me.
The real pinch point is still going to be in supply of all the metals needed in generation , transmission and use of electricity.
Cities will be where autonomous vehicles first are used in quantity,,, leading to non ownership and rental by the public. They will likely be EV. IMO

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hendrixnuzzles
January 15, 2018 12:02 pm
Reply to  arch1

Arch we saw it pretty much the same until I had my brain disrupted by Tony Seba. I am persuaded that the uptake ande penetration of EVs will happen pretty fast compared to my opinion of only a few days ago.

And we do agree about the “pinch point”. The raw materials needed are the first place I am looking.

Battery technology is only one of several factors that will create the disruption under discussion. It is the convergence of multiple developments that will make the disruption arrive faster than one might otherwise think.

This convergence idea is one of Tony Seba’s discussion points that I find very persuasive; because I had come to the same conclusion myself about Uber. Uber did not really invent anything. They just combined existing technologies in such a manner that explosive commercial success resulted.
I think battery technology, while not perfect, is sufficient to be a contrubting factor in what I now believe will be a major disruption in transportation.

There may be limits to what can be achieved with battery technology, but I do not see these limitations as seriously impeding the disruption.
The existing technologies are adequate, in my opinion. Sunlight is free,
so efficiency in transforming energy from one form to another might be a concern; but sunlight is free, and it will be the original feeder source for the energy. You can stand some losses when the sunlight is free.

We might have different opinions about this; but there is not much point to debating it, because the time frames are so short we will be able to observe how fast things are happening with our own eyes.
**
I think the critical points are now solar and energy storage. This is just my perception, I might be wrong about it. But most of my focus will be on the elements needed for solar and storage. There might be a tech company or two along the way that I think is worth a try; although the speed at which that segment can change has been a negative for me in the past.

I will also start looking at short ideas based on the expected disruption.
If the disruption occurs, looking for the losers might be a higher percentage approach than trying to pick high-tech winners, although it is far afield from commodity investing.

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hendrixnuzzles
January 15, 2018 12:51 pm
Reply to  arch1

Uber has announced Pittsburg will have a self-driving fleet and they have placed vehicle orders with Volvo.

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Lulu
January 14, 2018 2:35 pm

For those who may like to refer back to it without viewing the entire video, here is link to a pdf of sorts for Tony Seba’s presentation: It takes about 30 sec to load.
http://www.swedbank.no/idc/groups/public/@i/@sc/@all/@lci/documents/presentation/cid_1987411.pdf

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hendrixnuzzles
January 14, 2018 3:20 pm

This is a duplicate post from the Clean Teq Holdings thread. Pu Neng is the leading Chinese maker of vanadium-based electric storage.
**

HOLY MOLEY ! Look at this ! [It is a release] about the November Pu Neng vanadium storage contracts. I almost didn’t bother to look at it…but I am sure glad I did !

It says the Chairman of Pu Neng is none other than…ROBERT FRIEDLAND !!

https://globenewswire.com/news-release/2017/11/01/1172376/0/en/Pu-Neng-Wins-Contract-for-the-Largest-Vanadium-Flow-Battery-in-China-as-the-China-National-Development-and-Reform-Commission-Initiates-a-Major-Push-for-Energy-Storage-in-Support-of.html

Well now.

What do you think the chances are that Clean Teq has vanadium in its sights ?

What do you think this does to Clean Teq’s chances of getting contracts in China ?

Friedland is the Chairman of the number one vanadium power storage company in China, and electrical storage technology is a CHINESE STATE OBJECTIVE.

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dougj34
dougj34
January 14, 2018 6:33 pm
Reply to  hendrixnuzzles

Read it from the other thread HN. This is a no-brainer even for the likes of me. I just sent a note to the good folks at $NTCXF asking if they have any knowledge of or awareness of this happening with Friedland and Chinese enterprises. I know Natcore has active relationships with a Chinese rep and producers so I thought I would ask straight up. I have communicated regularly with the CEO and IR guy over the years, a positive response would make my day. Best.

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hendrixnuzzles
January 15, 2018 1:58 pm
Reply to  dougj34

dougj…who is NTCXF

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dougj34
dougj34
January 15, 2018 3:07 pm
Reply to  hendrixnuzzles

Natcore Technologies, a solar tech developer I am currently sitting on in the 5 digit red. One of my great disappointments to date but they keep saying their tech is ready to commercialize and one of its agents is a Chinese fellow named Yongchun (Mark) Chen. I have lost track of what is going on in China with Natcore, this is a good opportunity for me to ask. Best

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hendrixnuzzles
January 14, 2018 3:27 pm

The Crown Jewels are not for sale.

From the release about Pu Neng and vanadium flow battery contracts:

“Pu Neng is majority-owned by High Power Exploration (HPX), a metals-focused exploration company that also invests in minerals-dependent, high-growth emerging technologies. HPX is a subsidiary of I-Pulse, a global leader in developing innovative commercial applications for pulsed power technologies that convert small amounts of electrical energy into limitless power to address a broad and growing suite of applications across multiple industrial markets. I-Pulse is a private company based in San Francisco, California. Please visit our websites at http://www.punengenergy.com, http://www.hpxploration.com, and http://www.ipulse-group.com for further information.”

RF is Chairman of Pu Neng. He controls HPX and I-Pulse as private companies.

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Lulu
January 14, 2018 11:57 pm

u-Tube on Pu-neng from link on SRI.T website
https://www.youtube.com/watch?v=UkkgPAByqDI#action=share

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hendrixnuzzles
January 15, 2018 2:21 pm

This is why I am nervous in tech

https://oilprice.com/Energy/Energy-General/New-Battery-Design-Could-Crush-Tesla.html

Here is an article on Henrik Fisker’s claimed breakthrough in battery technology that claims current batteries and companies that rely on them for EVs will be rendered obsolete. In particular, he has Tesla in his sights, having been in a lawsuit with Musk once before already. .

I have no idea whether the Fisker battery or car is any good or whether they can be in the market by 2023. How could I possibly know ? But here we have a disruptor (Tesla) who some people believe is going to be disrupted before he can disrupt everybody else; or who will be disrupted shortly after he disrupts and bankrupts everybody else.

Fisker has already been disrupted once by a bankruptcy. I have no idea if his graphene battery is any good. It will take a longer time to get a PhD in molecular chemistry to find out or form an opinion than it will to wait until 2020, when Seba claims the transport disruption will be visible to everybody.

When you follow tech companies your train of thought gets disrupted frequently.
I can just see Fisker’s graphene battery disrupting Tesla to ruin, and then somebody else bringing in a revolution with hydrogen cell power that disrupts Fisker.

What to do. I’m getting a headache. Fortunately, power storage is still going to be needed. Vanadium is going to be needed for the best electric power storage known now, but I am getting ready for that notion to be disrupted.

We need these serial disruptors to be disrupted.

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dougj34
dougj34
January 15, 2018 3:58 pm
Reply to  hendrixnuzzles

It is no secret that Tesla (Musk) uses a terrible business model HN, it appears to be destined to fail. He keeps finding investors, uses government funds (NASA) to fund projects that are seriously frowned upon by NASA & Congress, and seems able to get away with some pretty shady practices. Maybe he is like the Clintons (water rolling off the back of a duck, Teflon type), I do not know how these things really work (or do not work). I hope you keep this in mind: Chaos serves those who need cover and chaos can be found wherever cover is needed. The probability of discovering the true facts about this or that is low when the principals are jockeying for power. Keep this in mind also: The technologies we are able to use during daily life experience are at least a decade, could be two decades, behind the existing technologies that are available to, and currently in use by, those who reside higher up in the chain. Just research the Defense Advanced Research Projects Agency (DARPA), where DARPA is technologically will probably blow your mind. The “rapidly developing” tech that we see coming online today has been kept from view for a long time. Much of this tech is being released rather than being developed, although tech is constantly being refined, to selected players including industry and governments around the world. The entire system we live with is designed to keep conflict (disruption) going EVERYWHERE. Here is another one: The scripts are already written and we are not currently the decision-makers re which script will be played out except for personal choice (water or soda, buy/sell/hold, mow the grass or not, etc). Take lots of deep breaths, drink plenty of clean water, use an organic diet, get plenty of rest, and say “thank you” all day long, your headache will disappear although your concern re outcome may (has good reason to) remain. I think it was Firesign Theater: We Are All Just Bozos On This Bus. Best.

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hendrixnuzzles
January 15, 2018 5:50 pm
Reply to  dougj34

Tesla… no opinion no position…and no interest…one thing I noticed in Tony Seba’s presentation: It was Tesla who provided the mandated electrical storage installation that Southern California Edison was ordered to provide. Tesla built it in 88 days.

Like I say I have no opinion on Tesla as an investment. I am not even interested in arriving at an opinion, I will be an interested onlooker from an investment point of view. The outcome of the drama is unpredictable.

But Elon Musk might have something up his sleeve besides automaking.

He is into some prettty far-out stuff, and some of it might work eventually.

One can be very skeptical and I understand that. Meanwhile while we are doubtful, the stock is $300 a share and Tesla got orders for 180,000 cars in 24 hours when they opened the phone lines for the model S.

No opinion, no position, no investment interest.

Watching Tesla is entertaining, like watching the New Orleans Saints-Minnesota Vikings game or the Georgia-Alabama game without a bet on the outcome.

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dougj34
dougj34
January 15, 2018 9:33 pm
Reply to  hendrixnuzzles

The guy is a genius IMO, certainly is blessed too from what I can tell. If Musk did not kick start what is happening in the EV and battery sector he had a hand in bringing the best out of all that have a stake. His sights are set on exploring our solar system, at least the inner portion, those are lofty goals. I get the impression he enjoys building a personal empire down here with the masses too. Musk and Branson will be rocketing people where the sun always shines. I am guessing a series of tiny solar charged batteries will handle everything necessary for comfortable living in the local cosmos. If I came across as disrespectful or not able to appreciate Musk’s efforts that is not how I look at his work. That being said I have a problem with a few choices that have been made, I am not an end justifies the means type. I have no position in Tesla either but then again I am scrounging for a few bucks to buy speculative shares in start-ups. It is part of the price of being an old soul slave HN, I think I am working on acceptance this time around while watching the tech show for entertainment, and entertaining it is. Best.

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hendrixnuzzles
January 17, 2018 4:57 am
Reply to  dougj34

You and I are older so we might have trouble recognizing this type of thing; but RF had an observation about Tesla.

He said the millenials who are completely seeped in the new technology environment will support things that do not have old-fashioned corporate characteristics, like earnings or profits.

This generation is now running investment firms and buying products. For that reason, Tesla “is very tough to kill”,
to paraphrase Friedland. Tesla has no trouble raising money even though he is not turning a profit, because the milennials support and embrace Musk’s vision. The young VC or fund guys will support him.

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hendrixnuzzles
January 21, 2018 11:55 pm
Reply to  dougj34

Elon Musk:
” His sights are set on exploring our solar system…”

Near term his sights are set on exploiting the solar cell market.

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hendrixnuzzles
January 15, 2018 2:45 pm

Fisker battery

http://www.foxbusiness.com/features/2017/11/21/fisker-patents-car-battery-with-500-mile-range-on-minute-s-charge.html

Looking for details on battery components of Fisker battery. He said they will use cobalt, but less of it. Wonder what else is in there.

He also stated that he is working with some major car companies.

He was presenting at the January CES show so there should be some feedback available

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hendrixnuzzles
January 15, 2018 3:13 pm
Reply to  hendrixnuzzles

January CES show…the reports from six or seven days ago have a lot of stuff but there is no telling what will really happen, who can do what they say they will do, which innovations are real and will stick, and who will get there first.

The car and battery war is going to be wild. Most of them sound like Elon Musk wannabes with a Chinese backer.

The main thing I will do is focus on developments in battery materials.
A successful disruption in battery technology that does not require cobalt, nickel, zinc or graphite that will dominate the market in 2 years would disrupt me.

But if they use these elements, I am not disrupted as far as my metal investments.

I have no manganese or lithium exposure, so I am indifferent to whether these are needed in old battery technologies, or new ones that disrupt everything. If lithium or manganese shipments are disrupted, it will not disrupt my portfolio.

Batteries that don’t need these elements would be disruptive to my strategy.
But I am also not going to be disrupted about time frames that are five years out. The five year plans are likely to be disrupted before Disruption Day comes to the early disruptors who are already disrupting.

People need batteries sooner than 5 years from now.

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Lulu
January 15, 2018 3:45 pm
Reply to  hendrixnuzzles

Bahhhhhh, smiles ….made me smile.

hendrixnuzzles
January 15, 2018 5:36 pm
Reply to  Lulu

We try to keep it entertaining.

Even if we make terrible mistakes, are confused and uncertain, are completely wrong, lose money and are having a miserable time of it, we might as well smile and enjoy ourselves.

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hendrixnuzzles
January 15, 2018 5:38 pm
Reply to  SoGiAm

You are a man ahead of your time.

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