Het Tesla aandeel

[Tavek]

Oorspronkelijk geplaatst door hamac

Het punt is dat er mensen zijn op TMC dat hun pack gaat vervangen worden.
Dus de kosten zijn nog niet opgenomen in de kwartaalcijfers (of ten minste niet volledig).

Het punt is ook dat men slechts $2K provisie heeft opgenomen in de kwartaalcijfers van Q3. Dit bulletin valt echter binnen Q4 wat men dus in Q3 nog niet kon weten.

Men repareert die missende links en gebruikt dat pack als wissel voor de volgende.

Standaard practice.

[Micele]

Glovis Captain nu in het kanaal zal deze nacht 01.00 hr aandokken in Zeebrugge:

https://www.marinetraffic.com/en/ais...GLOVIS_CAPTAIN
BE ZEE
ETA : 2019-02-05 01:00 LT (UTC +1)

4 dagen later is de tweede boot Glovis Cosmos daar:

BE ZEE
ETA : 2019-02-09 23:00 LT (UTC +1)
http://www.marinetraffic.com/en/ais/...5KDEOYCGjRZ.99

enz... elke ~week wordt er eentje verwacht...

[Tavek]

Oorspronkelijk geplaatst door Micele

Glovis Captain nu in het kanaal zal deze nacht 01.00 hr aandokken in Zeebrugge:



4 dagen later is de tweede boot Glovis Cosmos daar:

enz... elke ~week wordt er eentje verwacht...

Er ligt daar weer een nieuwe boot in SF.

Das dus echt wel tempo hoor.

[Micele]

Oorspronkelijk geplaatst door Tavek

Er ligt daar weer een nieuwe boot in SF.

Das dus echt wel tempo hoor.

Leuke link vanaf Pier 80 SFO: (met opgefriste luchtbeelden)

https://www.buildingtesla.com/compar...018/26-01-2019

eveneens link voor alle Tesla POI:
Fremont, GF-1-2-3, Lathrop, Pier 80.

Klik "Use first and last Date"-luchtbeelden

Lathrop 30 jan 2019 bvb: https://www.buildingtesla.com/compar...018/30-01-2019

- - - - - -


Tesla Superchargerprijzen hebben nu een richtpunt qua stroomprijs, de CCS laadpalen van Ionity HPC tot 150 kwDC (Transit tariff):

https://electrek.co/2019/02/01/audi-...-electric-suv/

IONITY HPC (up to 150 kW)
City tariff | Transit tariff
No offer | Introductory price: €8.00/charging process Special price: €0.33/kWh

Lijkt me serieus duurder dan de Tesla Suc, wegens de extra forfaitaire €8 per laadbeurt. Wel een geste voor de eerste 12 maanden voor de early adopters.

Electrek’s Take

That is not cheap. We were complaining about Tesla’s new Supercharger prices, but it’s not that bad in comparison.

I guess the City Tariff is not that bad if you make sure to wait until the battery is almost completely depleted and you charge it fully since it’s a single fee per session and not based on how long you charge or how much energy you get.

That said, a home charging solution would likely be cheaper in the long-term in most cases if it’s a possibility depending on your home situation.

Now if you want access to that Ionity network, you have to open your wallet. If I understand this correctly, you have to pay 18 euro per month just to start. On top of that, if you want to take advantage of the e-tron’s full charge rate, you are going to pay €8 per session just to plug in and another €0.33 for every kWh.

Let’s say someone who is doing long-distance regularly, like once a week, and needs to stop for a 80% charge at a Ionity station every week, it’s going to cost them an almost €40 per charging session under this model.

The good news is that Audi is giving it away for free for the first year for new e-tron buyers, but they are going to get you after those first 12 months.

Alvast daar al een concurrentie, zal ooit zo worden zoals bij de fossiele tankstations, wel met het grote verschil dat een E-wagen ook veel andere alternatieven kan hebben (werk... thuis... horeca...)

[fox]

Oorspronkelijk geplaatst door Micele

En daar kun jij niet tegen?

Tesla haalde toch maar fijntjes 2 kwartalen netto winst.

Boekhoudkundige winst is irrelevant. Wat is hun free cash flow?

[Tavek]

Oorspronkelijk geplaatst door fox

Boekhoudkundige winst is irrelevant. Wat is hun free cash flow?

831 M in Q3, 880 M in Q4 2018.

[Micele]

Oorspronkelijk geplaatst door fox

Boekhoudkundige winst is irrelevant. Wat is hun free cash flow?

Kun je vinden in hun rapport.
http://ir.tesla.com/static-files/0b9...c-9225c2cb0ae0

[Micele]

Tesla "koopt" "batterijmaker" Maxwell op:

https://www.marketwatch.com/story/te...ion-2019-02-04

MAXWELL TECHNOLOGIES INC.

Maxwell Technologies, Inc. engages in the development, manufacture, and marketing of energy storage and power delivery solutions. It operates through the following product lines: Ultracapacitors, High-Voltage Capacitors, and Radiation-Hardened Microelectronic Products. The Ultracapacitors product line includes energy storage devices such as modules, threaded and weldable cells, and board mounted small cells. The High-Voltage Capacitors product line comprises of grading and coupling capacitors and electronic voltage transformers under the CONDIS brand. The Radiation-Hardened Microelectronic Products consist of single board computers and components such as memory and data conversion modules. The company was founded in 1965 and is headquartered in San Diego, CA.

https://www.marketwatch.com/investin...MW_story_quote

Maxwell Technologies' stock rockets 52% after Tesla buyout deal
Feb. 4, 2019 ...

Kommentaar:

https://electrek.co/2019/02/04/tesla...-manufacturer/

The all-stock transaction worth over $200 million has been announced by Maxwell this morning and we reached out to Tesla to confirm the news.

Tesla confirmed that they reached an agreement with the company and commented:

“We are always looking for potential acquisitions that make sense for the business and support Tesla’s mission to accelerate the world’s transition to sustainable energy.”

Maxwell is best-known as an ultracapacitor manufacturer and it has also recently been talking about a dry electrode technology for batteries.

Dr. Franz Fink, President and Chief Executive Officer of Maxwell, commented on today’s announcement:

“We are very excited with today’s announcement that Tesla has agreed to acquire Maxwell. Tesla is a well-respected and world-class innovator that shares a common goal of building a more sustainable future. We believe this transaction is in the best interests of Maxwell stockholders and offers investors the opportunity to participate in Tesla’s mission of accelerating the advent of sustainable transport and energy.”

Maxwell’s stock traded at just over $3.00 per share at market close last week for a valuation of $140 million.

Tesla has agreed to acquire them for $4.75 per share – making the transaction worth over $200 million.

The company is based in San Diego and it has about 380 employees.

Maxwell had been talking about a potential “strategic partnership” in the work for a few months regarding its dry electrode technology.

Aside from the new technology, the company also has its ultracapacitor business. They have reported $91 million in revenue during the first 9 months of 2018.

Maxwell zou ervaring in iets hebben wat Tesla interesseert...

Electrek’s Take

Tesla CEO Elon Musk first move to California in the 90s in order to do a PhD on ultracapacitors, but he quickly stopped to start an internet company.

The technology has never been adopted by electric vehicle manufacturers who favored Li-ion batteries.

But Tesla’s acquisition of Maxwell might have little to do with ultracapacitors.

The automaker might be more interested with Maxwell dry electrode technology that has been hyping recently.

Maxwell claims that its electrode enables an energy density of over 300 Wh/kg in current demonstration cells and they see a path to over 500 Wh/kg.

This would represent a significant improvement over current battery cells used by Tesla and enable longer range or lighter weight, but that’s not even the most attractive benefit of Maxwell’s dry electrode.

They claim that it should simplify the manufacturing process and result in a “10 to 20% cost reduction versus state-of-the-art wet electrodes” while “extending battery Life up to a factor of 2.”

I think this is really exciting.

Many companies have been making similar claims about batteries. Tesla, specifically Elon and JB, have often complained that they couldn’t verify those claims.

If Tesla is willing to pay $200 million for Maxwell, I have to assume that they verified the claims and they believe the technology is applicable to their batteries.

[Tavek]

Ik ben hier zeer tevreden mee.

[Tavek]

DETROIT, Feb 4(Reuters) - Volkswagen AG unit Electrify America said on Monday it will install Tesla Inc(TSLA)battery storage packs at more than 100 charging stations across the United Statesto keep costs down for drivers charging electric vehicles.

lol

[Micele]

Oorspronkelijk geplaatst door Tavek

lol

Je waart me voor.

https://www.reuters.com/article/volk...-idUSL1N1ZW1O5

By this June Electrify America will have 484 charging stations built across America. The company is discussing using more battery storage packs with regulators for its next round of infrastructure investment, company CTO Jones said.

Dat is een ferme extra lading Tesla powerpacks. Tesla zal de productie nog eens moeten opdrijven in GF1.

Tesla Powerpack battery systems draw power from the grid during off-peak hours and store it for use during peak hours to avoid or reduce demand charges. Electrify America will install most of its battery packs in areas of the United States where there is a higher concentration of electric vehicle owners, particularly on the West Coast and the Northeast.

During a conference call with analysts this week, Tesla Chief Executive Officer Elon Musk said “stationary storage” is a growth opportunity for the automaker.

“I expect that to grow, I mean, probably twice as fast as automotive for... a long time,” Musk said.

VW has agreed to spend $2 billion nationwide on clean car infrastructure as part of an agreement with federal regulators after admitting to diesel emissions cheating.

A lack of EV recharging infrastructure is seen as a major barrier to mass adoption as consumers remain concerned over their limited range.

[Tavek]

Tesla gaat all in op batterijtechnologie.

[Micele]

Oorspronkelijk geplaatst door Tavek

Tesla gaat all in op batterijtechnologie.

Aandeel staat nu al een uurtje terug groen, ~ $314. (+ ~ 0,5%)

De Maxwell deal is goed aangekomen bij Wall Street.

Wie weet kunnen de "supercondensatoren" van pas komen bij de Tesla Semi (regenerative braking >>):
http://investors.maxwell.com/investo...s/default.aspx

http://www.maxwell.com/solutions/tra...transportation

Buses

Hybrid-electric and plug-in hybrid electric buses employ regenerative braking systems comprised of Maxwell’s ultracapacitors for kinetic energy recovery, an energy storage strategy that helps bus transportation businesses capitalize on energy savings.

[Micele]

Bootje is daar:

https://cleantechnica.com/2019/02/05...port-pictures/

[Tavek]

Supercapacitors hebben bijzonder veel mogelijke toepassingen in EV's.

Hun dry electrolite met hoge energiedichtheid (300 Wh/kg tot 500 Wh/kg in the works) is ook enorm interessant.

[Micele]

Oorspronkelijk geplaatst door Tavek

Supercapacitors hebben bijzonder veel mogelijke toepassingen in EV's.

Hun dry electrolite met hoge energiedichtheid (300 Wh/kg tot 500 Wh/kg in the works) is ook enorm interessant.

500 Wh/kg zou ruim 50% meer rijbereik kunnen opleveren...

[Micele]

Bloomberg tracker heeft de trend op 9000 m3 per week gezet ... enkel eerste week februari.

Schaalverdeling tot 8000 is niet voldoende, laatste balk 2e grafiek:

https://www.bloomberg.com/graphics/2018-tesla-tracker/

***

Naast Europa (4) elke week ~ 3000, zou China ook 2 boten verwachten, Morning Cindy zou de tweede kunnen zijn, Glovis Symphony zou ~ 1500 Teslas mee hebben:

HISTORIC TRANSPORTS FROM SHIPPING PIER 80

Start loading Departure Date Vessel Destination Arrival Date Approximate amount of vehicles
.
03-02-2019 still docked Morning Cindy Unknown Unknown Unknown

30-01-2019 02-02-2019 CSCC Europe likely zeebrugge , via balboa , panama Unknown Unknown

23-01-2019 25-01-2019 Grand Aurora Zeebrugge ETA 15-02-2019 Unknown

21-01-2019 23-01-2019 Glovis Symphony China , port unknown for now ETA 10-02-2019 approx 1500 , see ***photos of 21 and 23-01 in the gallery

16-01-2019 18-02-2019 Glovis Cosmos Zeebrugge , belgium. likely going to Norway after that as per this Thread ETA 09-02-2019 Max 6070 car capacity , no satellite confirmation due to clouds

11-01-2019 12-01-2019 Glovis Captain Zeebrugge - Belgium. ETA 05-02-2019 Max 6070 car capacity , no satellite confirmation due to clouds
(... ...)
https://www.buildingtesla.com/compar...018/26-01-2019

[hamac]

Oorspronkelijk geplaatst door Micele

Bloomberg tracker heeft de trend op 9000 m3 per week gezet ... enkel eerste week februari.

Schaalverdeling tot 8000 is niet voldoende, laatste balk 2e grafiek:

Geloof je echt dat ze nu +8k/wk maken?

[Tavek]

Oorspronkelijk geplaatst door hamac

Geloof je echt dat ze nu +8k/wk maken?

Neen.

Ik geloof dat ze meer dan 5k/week maken, en dat het model dat stelselmatig onderschat en zich nu corrigeert.

[Micele]

Oorspronkelijk geplaatst door hamac

Geloof je echt dat ze nu +8k/wk maken?

Hopelijk niet.

Bloomberg tracker geeft wel een paar afgelopen weken 7000/week zoals je kunt zien.

Hopelijk heeft Bloomberg dat uit zijn duim gezogen.

Die most recent spike van 9000 verklaren ze blijkbaar zo:

Production blog
Friday February 1, 2019
...

A Note About Our Chart Scaling

During the most recent spike, several readers pointed out that our weekly production-rate chart wasn’t showing the extent of the current peak. They were right. It was a new problem for us, and the severity of the peak made it difficult to fix in a way that wasn't distorting.

With today’s changes limiting temporary spikes in the model, we set the chart to scale automatically if our estimates of Tesla's production increase.