Stock Market

[Hobo Hilton]

The "culprit" is the dumb ass Americans who keep paying higher prices.
Let's not forget the "Government" (city, county, state, federal, etc) who buy vehicles way above what is needed to get a government employee from Point A to Point B...
Government is spending your tax payer money on bells and whistles.
The Beat Goes On....

 

[Bigfatcock]

The "culprit" is the dumb ass Americans who keep paying higher prices.
Let's not forget the "Government" (city, county, state, federal, etc) who buy vehicles way above what is needed to get a government employee from Point A to Point B...
Government is spending your tax payer money on bells and whistles.
The Beat Goes On....

6% interest right now if you finance with excellent credit.

 

[S3th]

 

[Hobo Hilton]

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Funeral Hearse ?

Derks Custom Cars

Custom engine tuning, diesel tuning, Duramax deletes, dpf deletes, egr deletes, efilive, emissions deletes, LS swaps, Duramax swaps. DPF, SCR, Urea, EGR, DSP5

derkscustomcars.com

 

[Lightning8]

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Tesla will be the last car to let you down............

 

[S3th]

Tesla will be the last car to let you down............

*Catches fire for easy cremation

 

[Austan]

Elon out here building '63 Plymouth Valiants.

 

[Hobo Hilton]

https://digitalassets.tesla.com/tesla-contents/image/upload/TSLA-Q2-2023-Update.pdf

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Tesla created secret team to suppress thousands of driving range complaints

Years ago, Tesla rigged dashboard readouts to show optimistic driving range projections. Last year, it formed a special team to cancel service appointments.

www.cnbc.com

 

[Lightning8]

Tesla created secret team to suppress thousands of driving range complaints

Years ago, Tesla rigged dashboard readouts to show optimistic driving range projections. Last year, it formed a special team to cancel service appointments.

www.cnbc.com

MSM against an EV company or against Musk?

 

[W54/XM-388]

MSM against an EV company or against Musk?

Musk stepped off the reservation...

 

[charbroiled]

MSM against an EV company or against Musk?

Yep. More BS from the Government Owned MSM...

 

[Hobo Hilton]

MSM against an EV company or against Musk?

I have no insider knowledge but my guess is that "politically" (business wise) this is an opportune time to strike a blow to Elon. The last three "pump and dump" on TSLA stock cost some big investors a lot of $$$, Could just be pay back time and they shorted TSLA in an effort to recoup their losses... Just an opinion.

 

[S3th]

Enphase earnings after hours. Debated selling puts but decided not to.

 

[S3th]

Lmfao. Good call by me

 

[Hobo Hilton]

Lmfao. Good call by me

Look back at my post in April (#2,840 )
Been a long down trend.
One more meme stock.

 

[S3th]

Look back at my post in April (#2,840 )
Been a long down trend.
One more meme stock.

But it’s not though? I bought more after hours and adding to my retirement tomorrow morning. Huge margins, growth on margins, S-curve industry, industry leader, and FCF >$1B. Easy buy and hold.

 

[Hobo Hilton]

All Ford did was plug in 10% for inflation. The same thing all of the major corporations of the world are doing.
_________
Ford increased its full-year adjusted earnings forecast to a range of between $11 billion and $12 billion, up from a prior forecast $9 billion and $11 billion. It also upped its expected adjusted free cash flow to a range of $6.5 billion to $7 billion from earlier guidance of $6 billion.

Ford raises full-year guidance after solid earnings beat

There was pressure on Ford to raise its guidance after crosstown rival General Motors raised its yearly guidance Tuesday for the second time this year.

www.cnbc.com

 

[S3th]

They still have to have sale through… it’s not just plugging 10% into a model…

 

[Hobo Hilton]

They still have to have sale through… it’s not just plugging 10% into a model…

True, but this is a contract negotation year.
An interesting tid bit:

But the Detroit Three are already at a cost disadvantage, Masters said. The Detroit Three pay, on average, about $64 an hour with wages plus benefits, he said. But competitors of foreign vehicles at U.S. factories, where the union does not represent those workers, pay an average hourly compensation of $55 per hour. Rival electric vehicle maker Tesla, also a nonunion shop, pays $45 to $50 an hour, Masters said.
That's why it is important to listen to what is being said and what is not being said, Masters said.

Wage increases might prove to be easy win for UAW in automaker contract talks

GM is expected to offer a wage increase that others may follow; Stellantis assures non-concessionary contract and profit-sharing protection.

www.freep.com

 

[Hobo Hilton]

But it’s not though? I bought more after hours and adding to my retirement tomorrow morning. Huge margins, growth on margins, S-curve industry, industry leader, and FCF >$1B. Easy buy and hold.

Down 11%.... Ouch !
_______

Recent ENPH Headlines​

• --Oppenheimer Adjusts Enphase Energy Price Target to $191 From $302, Maintains Outperform Rating
  9:58 AM ET July 28, 2023 9:58 AM ET • MT Newswires
  09:58 AM EDT, 07/28/2023 (MT Newswires) -- (MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, A...

 

[S3th]

It was down 16% after hours and pre market. Bought all my shares at $140.

 

[NoDopes]

Kansas bank closed by regulators, 5th U.S. bank failure this year

Heartland Tri-State Bank in Kansas has been closed by regulators after it became insolvent, officials announced on Friday night, marking the fifth U.S. bank failure so far this year. Kansas Bank Commissioner David Herndon determined that the bank, which was based in Elkhart, had become insolvent...

bnonews.com

 

[Hobo Hilton]

*Catches fire for easy cremation

What happened when a Tesla came to Ekalaka

An “unidentified electric vehicle” — actually a Tesla Model Y — was accused of siphoning power from the local electric utility in Ekalaka last week.

www.kpax.com

 

[S3th]

Mercedes-Benz eliminating 19 of 33 body styles over next seven years - Autoblog

Sources inside Mercedes-Benz say the brand will cull 19 of 33 body styles from now to 2030, focusing on big-profit models like Maybach and Mythos.

www.autoblog.com

 

[pmclaine]

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Hop in for the family trip guaranteed to stop every few hundred miles to sit in a mall parking lot charging the battery for an hour!

Fuck that.

 

[S3th]

Hop in for the family trip guaranteed to stop every few hundred miles to sit in a mall parking lot charging the battery for an hour!

Fuck that.

it is a hearse...

 

[pmclaine]

it is a hearse...

Well than there won’t be complaints coming from the back seat about the frequent stops.

 

[S3th]

“Lol imagine waiting to charge your vehicle for 20 minutes”

 

[pmclaine]

“Lol imagine waiting to charge your vehicle for 20 minutes”

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Those are just the save three cents crowd at Costco or BJs.

Electric car owners are the best read people out there because on Friday nights my ride home burning carbon I see them at the Tesla charge station sitting in the cars reading books.

They are there when I stop to get my weeks worth of groceries and they are there when I leave.

 

[S3th]

Those are just the save three cents crowd at Costco or BJs.

Electric car owners are the best read people out there because on Friday nights my ride hope burning carbon I see them at the Tesla charge station sitting in the cars reading books.

They are there when I stop to get my weeks worth of groceries and they are there when I leave.

According to the Time Use Institute, the average person spends 41 minutes in the grocery store per shopping trip. The Tesla Supercharger is the fastest charging option when you're away from home, allowing you to charge your car up to 200 miles in 15 minutes.

 

[pmclaine]

According to the Time Use Institute, the average person spends 41 minutes in the grocery store per shopping trip. The Tesla Supercharger is the fastest charging option when you're away from home, allowing you to charge your car up to 200 miles in 15 minutes.

You seem well read……

 

[S3th]

 

[S3th]

Far from competitive…

Chevy prices 2024 Blazer EV AWD from $56,715 as deliveries start - Autoblog

GM has priced the 2024 Chevy Blazer EV from $56,715. Cheaper variants will be introduced next year alongside the potent SS performance model.

www.autoblog.com

 

[Hobo Hilton]

Far from competitive…

Chevy prices 2024 Blazer EV AWD from $56,715 as deliveries start - Autoblog

GM has priced the 2024 Chevy Blazer EV from $56,715. Cheaper variants will be introduced next year alongside the potent SS performance model.

www.autoblog.com

The national median household income is $70,784, according to the most recent U.S. Census Bureau Current Population Survey data for 2021. Median household income varies broadly by location, ranging from under $40,000 in some cities, to over $150,000 in others.Apr 27, 2023
________________________

When a stripped down EV can be bought for under $20k then the average income household may be able to get one.

 

[S3th]

When a stripped down EV can be bought for under $20k then the average income household may be able to get one.

 

[Hobo Hilton]

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You made my point. With inflation running at 10% / year, for the next 4 years.... A trip to the grocery store will become a luxury.
My garden may just pay for itself.

 

[S3th]

Time Use Institute huh? That's a new one.

http://www.timeuseinstitute.org/ is a dead link for me.

You wouldn't be using freshman tier blog posts to score points on the interwebz would you?

“41 minute” grocery store visits are the hill you die on?

 

[S3th]

 

[NoDopes]

Only thing dying here is your credibility.

You sound vaxxed. Double even.

 

[Hobo Hilton]

Tesla's on a tear!

Starting to look like the Chinese are perfecting the "Throw Away EV"..... Won't be worth repairing... What a novel idea.

Chinese EV maker Xpeng sees highest deliveries this year but is eclipsed by rivals Nio, Li Auto

Chinese electric carmakers Xpeng, Nio and Li Auto on Tuesday posted vehicle delivery numbers for July, all rising versus the month prior.

www.cnbc.com

 

[UKDslayer]

SEC Requests Coinbase to Halt Trading in All Cryptocurrencies Except Bitcoin, CEO Reveals | The Gateway Pundit | by Jim Hᴏft

The US Securities and Exchange Commission (SEC) has reportedly asked Coinbase, America’s largest crypto exchange, to halt trading in all cryptocurrencies other than flagship token Bitcoin.

www.thegatewaypundit.com

 

[S3th]

Starting to look like the Chinese are perfecting the "Throw Away EV"..... Won't be worth repairing... What a novel idea.

Chinese EV maker Xpeng sees highest deliveries this year but is eclipsed by rivals Nio, Li Auto

Chinese electric carmakers Xpeng, Nio and Li Auto on Tuesday posted vehicle delivery numbers for July, all rising versus the month prior.

www.cnbc.com

Can you explain further?

 

[Hobo Hilton]

Can you explain further?

Cheaper batteries but more cost to replace. Similar to a Makita battery drill..... $389.00 each

​

​

___________
Will BYD's Blade batteries take over the world?

BYD's LiFePo groundbreaking blade batteries seem absolutely fantastic.

• It passed the nail penetration test with flying colors. The batteries are safe AF.
• Costs $65/kWh to make, resulting unbelievably cheap and fantastic cars like BYD Dolphin which can cost as little as $10k.
• It promises a 750,0000 mile lifetime for the average car owner (that's 50 years). This is the biggest win by far.
• They are being mass produced at large scale.
• It looks like even Tesla may be using them soon.
• It is a structural pack with pack-level energy density on par with Tesla.

Cons:

• Repairability? Tesla's 4680 structural pack is 100% unrepairable, so I wonder if it is the same for the Blade pack.
• Cell energy density could be much better.
• Not sure about low temperature performance, but that can be fixed with a heating element.

No other battery even comes close, except in energy density. It seems like we won't even need solid state batteries anymore.
Questions:

• Will it take over the world?
• The form factor may be independent of the chemistry, so can they tweak the chemistry in the future for far higher cell-level Wh/kg while maintaining/improving the rest of the features? Maybe use different materials? Although it is not necessary, can they beat ICE car range while keeping the car lightweight?

 

[Hobo Hilton]

Another company that is set for the long play... If anything will pull America out of this rabbit hole it will be done by "Dirty Work" people and companies. Bidenomics is pushing us deeper down the Rabbit Hole. Contractors will not be able to buy, outright, CAT equipment but it will be rented to get the job done. CAT's are still in production in Russia so that is another factor.
Not seeing any battery powered earth moving equipment.
________________________________________
Caterpillar (CAT), the Dow Jones earthmoving giant, posted second-quarter earnings before Tuesday's open that flattened estimates. CAT stock surged in Tuesday's stock market action, clearing a new buy point. Most aspects of Caterpillar's business are thriving amid a $1-trillion federal windfall supporting manufacturing, mining and infrastructure projects.

Dow Heavyweight Crushes Q2 Views; Stock Flashes Buy Signal

A $1 trillion federal spending tailwind is boosting this economic bellwether.

www.investors.com

 

[S3th]

Cheaper batteries but more cost to replace. Similar to a Makita battery drill..... $389.00 each
___________
Will BYD's Blade batteries take over the world?

BYD's LiFePo groundbreaking blade batteries seem absolutely fantastic.

• It passed the nail penetration test with flying colors. The batteries are safe AF.
• Costs $65/kWh to make, resulting unbelievably cheap and fantastic cars like BYD Dolphin which can cost as little as $10k.
• It promises a 750,0000 mile lifetime for the average car owner (that's 50 years). This is the biggest win by far.
• They are being mass produced at large scale.
• It looks like even Tesla may be using them soon.
• It is a structural pack with pack-level energy density on par with Tesla.

Cons:

• Repairability? Tesla's 4680 structural pack is 100% unrepairable, so I wonder if it is the same for the Blade pack.
• Cell energy density could be much better.
• Not sure about low temperature performance, but that can be fixed with a heating element.

No other battery even comes close, except in energy density. It seems like we won't even need solid state batteries anymore.
Questions:

• Will it take over the world?
• The form factor may be independent of the chemistry, so can they tweak the chemistry in the future for far higher cell-level Wh/kg while maintaining/improving the rest of the features? Maybe use different materials? Although it is not necessary, can they beat ICE car range while keeping the car lightweight?

I don't see your point. Who wants a vehicle with hundreds of thousands of miles? A 750K battery pack seems more than sufficient.

 

[S3th]

Not seeing any battery powered earth moving equipment.

Electric Construction Equipment | Volvo CE

Volvo offers the largest lineup of electric heavy equipment and charging solutions for quiet, emissions-free power and performance over diesel heavy equipment.

www.volvoce.com

https://www.caterpillar.com/en/news/corporate-press-releases/h/caterpillar-succesfully-demonstrates-first-battery-electric-large-mining-truck.html

 

[Hobo Hilton]

Electric Construction Equipment | Volvo CE

Volvo offers the largest lineup of electric heavy equipment and charging solutions for quiet, emissions-free power and performance over diesel heavy equipment.

www.volvoce.com

https://www.caterpillar.com/en/news/corporate-press-releases/h/caterpillar-succesfully-demonstrates-first-battery-electric-large-mining-truck.html

That is a prototype so some companies can rake in the government money and say they are an environmental, social and governance operation (ESG)....

To compare "Apples to Apples" put the little 793 with the 797F for a 30 day shift. The 797F will run 24 hours a day and is set up to change fluids while it is parked and running while the operator takes a leak. In the construction and mining industry there is a saying... "If you can't run with the big dogs, stay on the porch"..... That 797F is "The Big Dog" at 4,000 hp and hauling 400 tons.

https://www.cat.com/en_US/products/new/equipment/off-highway-trucks/mining-trucks/18093014.html

 

[S3th]

 

[Lightning8]

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"Dead Tech" huh. Bet that "Dead Tech" is around for many decades.

 

[S3th]

"Dead Tech" huh. Bet that "Dead Tech" is around for many decades.

ICE and Hydrogen are dead technologies walking.