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Stock Thread (17 Viewers)

BassNBrew said:
Well rather than just saying you're wrong and the price of the stock somehow proves it I'll offer a counterargument to discuss.  While I agree with you about the range increasing and home charging option, home charging isn't free.  If I have the option of charging for free at Kroger instead of spinning my meter I might be inclined to shop there over Publix.  I'm sure you remember the free or discounted gas promotions of the past where people lined up for hours to save $10.  Seems like the ability to offer free charging will be a competitive advantage.  Also if GM ( the car company) is right and gas vehicles are going  away, range and superchargers won't cover our needs.  People will be going on vacations or visiting family and will need access to juice that's not located 100 miles away.  Also you are going to need charging options for away that live in an apartment and can't run a cord out their 5th floor apartment window to the parking spot 200 yards away.  Right now most Tesla owners likely own a house with a garage.  35% of the US doesn't own a home and a significant percentage of the homeowners are in condos or some other living arrangement where home charging isn't feasible.
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Good points although, go look at Tesla’s charging map. I never knew how many spots already exist. I wasn’t kidding when I said 500+. Having to go 100 miles away is a tiny addressable market right now.

Also, apartment buildings and hotels and offices will likely have some of the “home chargers” just plugged into their infrastructure. I’m not saying those won’t be there but a Tesla charger can be bought for a hundreds of dollars and the maintenance team for the office park or hotel can install them.

One other note, how many people in apartments will move away from cars all together. Hey Tesla, go do some Ubering, go to the nearest Supercharger, charge yourself overnight and come back. Is that a far away future, not sure.

What I don’t want to invest in are the charging networks. I just see them being obsolete or at least IMHO a bad investment. Overpriced I guess is what I should say. 

 
stbugs said:
.

One other note, how many people in apartments will move away from cars all together. Hey Tesla, go do some Ubering, go to the nearest Supercharger, charge yourself overnight and come back. Is that a far away future, not sure.
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I think this is a key. 

I was discussing future vehicles with my 16yo, who seems to think he'll need a car in college. While living in the dorm. This prompted us to talk about public trans in college and beyond, and I highly encouraged him to live in a big city like DC if it makes sense at that point. Then he wouldn't need a car at all. 

I firmly believe a good solution to many issues, resources, financial, etc can be addressed with good public trans. Uber / Lyft is part of that future. 

 
Guys this is just the beginning  alphomegammaray squeeze. You gotta buy, call your broker and tell them to not lend your shares, then post five memes on Twitter about Grandpa Boomer Buffet and then high five your wife's boyfriend if your want those fat $GME tendies. #notselling #hodl #diamondhandsbeeeyotch

 
stbugs said:
Good points although, go look at Tesla’s charging map. I never knew how many spots already exist. I wasn’t kidding when I said 500+. Having to go 100 miles away is a tiny addressable market right now.

Also, apartment buildings and hotels and offices will likely have some of the “home chargers” just plugged into their infrastructure. I’m not saying those won’t be there but a Tesla charger can be bought for a hundreds of dollars and the maintenance team for the office park or hotel can install them.

One other note, how many people in apartments will move away from cars all together. Hey Tesla, go do some Ubering, go to the nearest Supercharger, charge yourself overnight and come back. Is that a far away future, not sure.

What I don’t want to invest in are the charging networks. I just see them being obsolete or at least IMHO a bad investment. Overpriced I guess is what I should say. 
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I'm not holding these companies as there are 90% more than will be needed.  I do think an ugly ### solar charger is going to be better received in a parking lot than the front yard of your lake home.  I'm not sure which companies are working the solar angle but that seems like a winner to me.

 
-OZ- said:
I think this is a key. 

I was discussing future vehicles with my 16yo, who seems to think he'll need a car in college. While living in the dorm. This prompted us to talk about public trans in college and beyond, and I highly encouraged him to live in a big city like DC if it makes sense at that point. Then he wouldn't need a car at all. 

I firmly believe a good solution to many issues, resources, financial, etc can be addressed with good public trans. Uber / Lyft is part of that future. 
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Cars aren't going away.  You can't #### in public transportation without going to jail.

 
BassNBrew said:
I'm not holding these companies as there are 90% more than will be needed.  I do think an ugly ### solar charger is going to be better received in a parking lot than the front yard of your lake home.  I'm not sure which companies are working the solar angle but that seems like a winner to me.
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That’s kind of what I’m trying to say. I don’t think they are good investments at all. Also, in your example, my lake home has a garage charger like everyone who owns a Tesla and a garage has now. Solar panels could be added to the house’s roof or I just pay the extra $75 a month while the power companies work on the alternative energy to deliver the power.

One other thing, how long before the roof panels on an EV are solar panels themselves? I should patent these ideas but it’ll be coming now that there will be an EV mandate.

 
So pissed at TD Ameritrade.  Still cant buy SFIO, tells me I dont have the funds.  I just bought more GME so we know the funds are there.  So I call to make the trade over the phone, im told wait time will be 90 min.

FFS

 
JAA said:
So pissed at TD Ameritrade.  Still cant buy SFIO, tells me I dont have the funds.  I just bought more GME so we know the funds are there.  So I call to make the trade over the phone, im told wait time will be 90 min.

FFS
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Robinhood has had a deposit of mine Pending since Jan 27th.  Likely saving me from myself at this point.  I'm still in for AMC though.  

 
JAA said:
AMZN is like a growth index fund.  I think when folks dont know where to put there money, just throw it at AMZN
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I have tried to convince all my friends and family to buy amazon and they all say it’s too expensive and then proceed to chase lower quality stocks or the garbage crypto coins trying to get rich. Whatever. 

 
stbugs said:
I was completely wrong about the stock prices but yes, I definitely think they are getting caught up in the everything EV is gold rush.

I’ve been wrong before but I do think that these charging infrastructure stocks are the most vulnerable. I can buy a home charging unit from Tesla or on Amazon and there will probably be a zillion knock offs available like lightning cables in the future so let’s say I have no issues charging at home for my 2022 Model 3 and every EV has a range of 600 miles by the end of 2021 starting with the 2022 models. What’s the money making scenario where I would need to charge away from home? Don’t forget that there are already about 500+ super charger/charging locations between my house and my family up North and my common vacation destinations to the South.

Also, note that even NYC cab drivers only drive on average 180 miles in each 12 hour shift. So an autonomous taxi fleet could drive for 36 hours before coming back to base for the absolutely necessary once a day disinfection detail.

I can see the wall charging units at homes and businesses making money but I see those as being almost commodities and also being accessories for EV companies like Tesla. I’m just not sold on these independent charging networks as the batteries start to take big leaps and become once a week or in some cases once a month charges that are easily done at home.

Don’t take it personally, BEEM stock has done great as has anything EV but a lot of these EV companies are going to go away and I wouldn’t invest in an independent charging network company. Just one man’s opinion and I could absolutely be wrong but I think it’s very probable that battery life will be at 1000 miles in 5 years.
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I appreciate the reply and I have sold 60% of my BEEM though it's still a giant percentage of my allocation due to performance last year.  So I hear ya.  

But, the advances in battery technology aren't going to happen as rapidly as you predict, imo.  These improvements are gradual and you still have owners driving their existing EVs with current range numbers. People aren't going to just toss what they have aside because there is "better" out there.  Some will, but not the majority.  These aren't iPhones where you just upgrade every year.  

I'd also point out that when car manufacturers started making more gas efficient vehicles like the Prism or whatever they were called in the 90s (cars that got 40ish MPG) that gas stations didn't vanish as a result.  Not the best analogy, but I think it's food for thought. 

My phone might be 50% charged when I belly up to a bar (pre-covid) and I'm not experiencing any battery drain anxiety at the time I place my first beer order.  But if I notice a charger near my seat and have a cord, I'm plugging in while I drink.  Why not?  It's free!  Well, in the case of BEEM, their "Driving on Sunshine" costs the driver nothing.  So if there's a station at the library or ballpark or whatever and you want to grab some free juice for your EV while you're away, why not use it?  

I'm a big believer in emerging technology and advancements in what we already have but I also recognize that rollouts and adoptions can be very very slow and we are still in the super early innings of the EV ballgame. 

 
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General Malaise said:
I appreciate the reply and I have sold 60% of my BEEM though it's still a giant percentage of my allocation due to performance last year.  So I hear ya.  

But, the advances in battery technology aren't going to happen as rapidly as you predict, imo.  These improvements are gradual and you still have owners driving their existing EVs with current range numbers. People aren't going to just toss what they have aside because there is "better" out there.  Some will, but not the majority.  These aren't iPhones where you just upgrade every year.  

I'd also point out that when car manufacturers started making more gas efficient vehicles like the Prism or whatever they were called in the 90s (cars that got 40ish MPG) that gas stations didn't vanish as a result.  Not the best analogy, but I think it's food for thought. 

My phone might be 50% charged when I belly up to a bar (pre-covid) and I'm not experiencing any battery drain anxiety at the time I place my first beer order.  But if I notice a charger near my seat and have a cord, I'm plugging in while I drink.  Why not?  It's free!  Well, in the case of BEEM, their "Driving on Sunshine" costs the driver nothing.  So if there's a station at the library or ballpark or whatever and you want to grab some free juice for your EV while you're away, why not use it?  

I'm a big believer in emerging technology and advancements in what we already have but I also recognize that rollouts and adoptions can be very very slow and we are still in the super early innings of the EV ballgame. 
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Good poast hair

 
Worm said:
The guy who probably lost about $10M (so far, since yesterday) by not just cashing in. I mean, he's still rich, so...
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DFV already cashed out 7 figures over his original investment, I think 13 or 14 million from 53k.  Treating the rest as fu money at this point.  Most of it in the form April 14 calls iirc

 
The idea of solar panels on your car makes sense, until you get hail or you see dents on your roof from rocks or other debris.

Maybe for local driving only. Golf carts should get solar panels before cars imo.

 
-OZ- said:
The idea of solar panels on your car makes sense, until you get hail or you see dents on your roof from rocks or other debris.

Maybe for local driving only. Golf carts should get solar panels before cars imo.
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Well, pretty much all solar panels are exposed to the elements. Car roof solar panels are not going to see a hugely disproportionate amount of debris. Design would be important.

The big problem is that the surface area on a car available for solar panels is just not a meaningful amount for everyday use. I think Elon has commented on this problem when asked regarding solar panels on the cybertruck.

 
General Malaise said:
I appreciate the reply and I have sold 60% of my BEEM though it's still a giant percentage of my allocation due to performance last year.  So I hear ya.  

But, the advances in battery technology aren't going to happen as rapidly as you predict, imo.  These improvements are gradual and you still have owners driving their existing EVs with current range numbers. People aren't going to just toss what they have aside because there is "better" out there.  Some will, but not the majority.  These aren't iPhones where you just upgrade every year.  

I'd also point out that when car manufacturers started making more gas efficient vehicles like the Prism or whatever they were called in the 90s (cars that got 40ish MPG) that gas stations didn't vanish as a result.  Not the best analogy, but I think it's food for thought. 

My phone might be 50% charged when I belly up to a bar (pre-covid) and I'm not experiencing any battery drain anxiety at the time I place my first beer order.  But if I notice a charger near my seat and have a cord, I'm plugging in while I drink.  Why not?  It's free!  Well, in the case of BEEM, their "Driving on Sunshine" costs the driver nothing.  So if there's a station at the library or ballpark or whatever and you want to grab some free juice for your EV while you're away, why not use it?  

I'm a big believer in emerging technology and advancements in what we already have but I also recognize that rollouts and adoptions can be very very slow and we are still in the super early innings of the EV ballgame. 
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Nice edit.

I'm somewhere between the two of you. I tend to agree with bugs that most of these companies seem overvalued and that there seem to be more popping up every day. And yes, battery life is improving and will improve, but I don't think we're going to see a 1,000 mile battery within 5 years. I hope. Hell, I'd be just as happy, maybe even happier, with a 500 mile battery and someone coming up with an Anker Powerbank I can USB into my car from my trunk while I'm moving.

My biggest question is still the tech in the chargers themselves. With Tesla owners used to faster and faster superchargers, getting 15-30 mph is painful unless you're somewhere you can charge all day (work) or you just need a quick top off (an hour at a restaurant) and it's REALLY convenient. 

If I'm somewhere I'm unfamiliar, I'll check to see if there are Superchargers nearby. If I'm somewhere I know what's around, I'll hit one up if it's nearby. Otherwise, unless I KNOW I need a few extra miles shortly, I don't bother with the others unless it's crazy convenient. Partially because many of them aren't free, and you never know what kind of process you've gotta go through to use them (Download our app, put in your credit card number, submit your blood sample, run to the store and buy our adapter, and it's just THAT easy). I do love the idea of the BEEM solar stations. Especially for places like office buildings.

I did some toe dipping with BEEM, because GM, and of course I should have held onto it longer. And short-term like BEEM, there are lots of returns to be had. But that's not how he invests for the most part, so it completely makes sense that he'd avoid them. I'm mostly the same. I don't want much to do with them long-term. Doesn't mean there aren't profitable trades to be made.

 
It's been years since I would worry about needing to charge my phone while I was out and about. I can certainly see some transition period, particularly for the non-Tesla electrics.  So the key to charging seems to be what the other automakers do with EVs and what quality those batteries are. Can any of them actually get reliable/good EVs pumped out at a scale (meaning the demand is there too)? I believe Tesla's goal of 2 million vehicles a year this decade is achievable, but will it be fast enough?

One cool thing about Proterra's (ACTC) electric busses is how they completely redesigned the construction of busses to fit a lot of batteries on board. It's made of balsa wood which is much lighter. So they only really need one central charging station on the route to go all day.

 
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Through all this WSB nonsense, the main thing that I learned from the research is that I don't think I'd mind holding BB long term.

Not sure where to target it as a buy but I like some of the things I read about how they've transformed their business model and the plays they are making.

Maybe a buy in the $6-$7 range?

 
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