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05-22-2020 , 02:29 PM

#12326

solid first post

centurion

Join Date: Dec 2013 Posts: 149

Quote:

Originally Posted by ToothSayer

The China sales make this worth taking Larry Legend's August puts here with Tesla at $797. I'd go for the $500 strike at $22 (as of Friday, maybe $25 now once the market opens in 30 minutes).

It becomes an even nicer bet now, especially with the weekend news of continued forced factory shutdown. Market might even help a little too.

It's not a "no brainer" like my put recommendation at $900 area pre covid was, but it's very nicely +EV, just with a 20-30% chance you won't get paid...no brainers to me are <10% chance you won't get paid.

Bought a couple of those @ $15. Still got room for a bit more if the price goes down.

Quote

05-22-2020 , 03:35 PM

#12327

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

I'm holding mine but not thrilled with them any more. Factory is open (county did jack) and battery day pump is coming. Good chance you'll get a better price yet. But they're still +EV imo.

Quote

05-22-2020 , 04:16 PM

#12328

NLSoldier

Carpal \'Tunnel

Join Date: Feb 2004 Posts: 24,252

what did you pay for them tooth?

Quote

05-24-2020 , 10:58 PM

#12329

despacito

old hand

Join Date: Nov 2018 Posts: 1,369

Roadster to have an option to have rocket thrusters from SpaceX:
https://electrek.co/2020/05/24/tesla...sk-james-bond/

Quote:

We are going use ultra high pressure compressed air – it’s a cold gas thruster. The main thruster will be like behind the license plate so for acceleration, it drops the license plate and behind the license plate is a rocket thruster.”

“It’s like full-on James Bond.”

Quote

05-24-2020 , 11:21 PM

#12330

snowie963

banned

Join Date: Sep 2019 Posts: 1,484

so the car is just going to be covered in thrusters for corners, accelerating, braking... seems kind of like a stupid idea. I'm sure someone will pay 5 figures to have the privilege of this ridiculous option though.

Quote

05-24-2020 , 11:56 PM

#12331

grizy

Carpal \'Tunnel

Join Date: Dec 2006 Posts: 20,780

It's a marketing halo product. They know their clientele.

Quote

05-25-2020 , 01:56 PM

#12332

donfairplay

grinder

Join Date: Nov 2006 Posts: 683

(electrek) Tesla files to sell new Model 3 with cheaper lithium iron phosphate batteries

Big meh from me if battery day is going to be all about LFP batteries. Cheaper and no cobalt is a big plus, but most buyers of Tesla cars don't care if there are elements mined from African labor and blowing up mountaintops.

Guess we have to wait 5 more years for solid state batteries from Toyota.

Quote

05-25-2020 , 04:47 PM

#12333

thethrill009

adept

Join Date: Jan 2009 Posts: 830

Quote:

Originally Posted by donfairplay

Cheaper is primarily what matters. Cobalt and nickel are the most expensive parts of top of the line panasonic batteries (currently used by tesla). It’s a likely an improvement but not a breakthrough. I’m skeptical of/ curious about their manufacturing process. Glad u figured out it wasnt from maxwell.

Lol at your love of toyota despite the fact that they aren’t a battery company. Neither is tesla really, they both just outsource to professionals and have business synergies with them.

P.s. ev’s will be cheaper than ICE years before solid state battery manufacturing plants even exists. You’re not looking in the right places.

Quote

05-25-2020 , 05:16 PM

#12334

donfairplay

grinder

Join Date: Nov 2006 Posts: 683

I don't care about cheap batteries. But recharging a solid state battery would be so much better than Li-on or LFP batteries. It would blow people's minds, including current Tesla owners.

Quote

05-25-2020 , 09:56 PM

#12335

thethrill009

adept

Join Date: Jan 2009 Posts: 830

Quote:

Originally Posted by donfairplay

I don't care about cheap batteries. But recharging a solid state battery would be so much better than Li-on or LFP batteries. It would blow people's minds, including current Tesla owners.

Nu uh

Quote

05-25-2020 , 10:09 PM

#12336

donfairplay

grinder

Join Date: Nov 2006 Posts: 683

Quote:

Originally Posted by thethrill009

Nu uh

Sub-10 minute recharge, 500 mile range, minimal risk of heat/fire problems when charging. The only way you might get there is solid state. You could recharge at the local grocery store or Target (my local Target has a bunch of empty EV recharging spots).

The risk is that someone (China mainly, outside shot with Tesla) may introduce some junior-level solid state batteries early with a much shorter range that taints the whole tech.

There's also the problem of the amount of times these can be recharged without having to swap out the whole pack. Samsung was running into this. It's early.

Quote

05-26-2020 , 01:50 AM

#12337

thethrill009

adept

Join Date: Jan 2009 Posts: 830

Quote:

Originally Posted by donfairplay

You have absolutely no idea what you are talking about. I don’t have the time to explain it to you.

I will bet you any amount of money you want that non solid state batteries will match or beat those metrics before a single solid state battery is commercially available. (Sub 10 minute recharge will be technically possible but practically unlikely due to charger limitations, not battery limitations)

And your risk isn’t a risk and is just a joke. (There are plenty of real risks though) Sorry, I’m pretty familiar with the space.

Quote

05-26-2020 , 02:07 AM

#12338

Mr Spyutastic

Carpal \'Tunnel

Join Date: May 2012 Posts: 15,531

Quote:

Originally Posted by thethrill009

Any current companies in the battery space that you would bet on long term?

Quote

05-26-2020 , 02:25 AM

#12339

thethrill009

adept

Join Date: Jan 2009 Posts: 830

All private. Winners will license their tech to major manufacturers and/or will be purchased outright.

They could build their own gigafactories, but unlikely for many reasons.

Dm me if u have 6-7 figures to invest.

Quote

05-26-2020 , 07:27 AM

#12340

rickroll

Questionable Taste

Join Date: Aug 2011 Posts: 26,053

Quote:

Originally Posted by Mr Spyutastic

Any current companies in the battery space that you would bet on long term?

BYDDY, they are taking a slow and steady approach and have backing of both government and Berkshire Hathaway

they may never moon, could quite possibly not even end up as the top battery/electric car company in china (each time I go to a fancy downtown location there is a new showroom for the newest fancy electric car startup) but it would absolutely shock me if looking back 20 years from now people didn't regret giving them a second look

what i mean to say is I don't see them flatlining

Quote

05-27-2020 , 05:57 AM

#12341

BooLoo

adept

Join Date: Oct 2013 Posts: 945

price cuts are bullish, right?

Quote

05-27-2020 , 11:13 AM

#12342

theviolator

journeyman

Join Date: May 2012 Posts: 332

Quote:

Originally Posted by BooLoo

price cuts are bullish, right?

My buddy, a permabull says yup....it is signalling that battery day will be "epic and cost savings huge so 2 grand is literally nothing". He also bought a TEsla a few months ago and has had to have them service it 6 times already...nothing major but the nearest service guy is three hours away, one way trip lol

Quote

05-27-2020 , 11:29 AM

#12343

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

Quote:

Originally Posted by BooLoo

price cuts are bullish, right?

at midnight on the day of the spacex launch

Quote:

Originally Posted by theviolator

i think a big argument will be no model Y cut confirms that Y demand is insane, and if demand for 3/s/x is falling it's because everybody wants a Y.

Quote

05-28-2020 , 04:32 PM

#12344

Morishita System

old hand

Join Date: Jan 2011 Posts: 1,391

Proxy is out: https://www.sec.gov/Archives/edgar/d...a_20200707.htm

Raise is imminent....if they can do it.

Quote

05-29-2020 , 10:55 PM

#12345

despacito

old hand

Join Date: Nov 2018 Posts: 1,369

Rumor has it that Amazon might acquire self-driving startup ZOOX.

Musk vs Bezos?

Quote

05-30-2020 , 06:12 PM

#12346

despacito

old hand

Join Date: Nov 2018 Posts: 1,369

NASA, SpaceX launch historic Falcon 9 flight with 2 US astronauts to ISS
https://youtu.be/W36QKRS_t5k?t=402

Quote

05-30-2020 , 07:53 PM

#12347

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

Rocket pump monday?

Quote

05-31-2020 , 07:53 AM

#12348

BooLoo

adept

Join Date: Oct 2013 Posts: 945

rocket pump would be totally irrational and stupid - so of course it will happen.

meanwhile, tesla has pretty much shrunk into non-existence in norway: