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  1. bkp_duke

    2022 Shareholder vote

    Okay chump. What other company is doing even as much for the environment and sustainable transportation? Thought so. To the ignore bin with you.
  2. bkp_duke

    2022 Shareholder vote

    Then that is an EXTRA reason to vote against the shareholder proposals.
  3. bkp_duke

    Elon & Twitter

    My point, you tried to make a correlation where . . . none exists.
  4. bkp_duke

    Elon & Twitter

    Given the share price action since his last tweet . . . this doesn't actually correlate.
  5. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have a SNEEKY suspicion where some (most?) of the additional shareholder proposals are coming from with Tesla's shareholder votes: https://www.cnbc.com/2022/07/01/activist-investors-ask-sec-to-probe-tesla-over-plans-to-shrink-board.html Look at their SEC filings, and they are rife with this...
  6. bkp_duke

    2022 Shareholder vote

    Accelerate the transition to renewable energy, as Tesla and Elon have repeatedly stated. Others upstream of this post have given EXCELLENT reasons why the shareholder proposals just drain capital and time / energy.
  7. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The price per ton they picked to report . . . is cherry picked as one of the highest spot market prices EVER for Lithium. Here is the US Gov report of historical prices since 2017: https://pubs.usgs.gov/periodicals/mcs2022/mcs2022-lithium.pdf ranges from $8,000 to 17,000 per ton. That $400...
  8. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You and I live here, this would be funny if we didn't see this level of self-immolation on almost a daily basis.
  9. bkp_duke

    2022 Shareholder vote

    I voted with the board on all recommendations. Everything that the board recommended voting against seemed to me to be a distraction from the main mission.
  10. bkp_duke

    Coronavirus

    As a physician, if I had kids 5 and under, I would have a hard time convincing myself to vaccinate my kids. This group just doesn't get very sick, doesn't get long covid, and doesn't die in appreciable numbers. The IFR is just tiny in this group. And "being around grandparents" isn't a reason...
  11. bkp_duke

    Coronavirus

    My Pediatrician colleagues are having a hard time getting parents of 5 and under to vaccinate. Even among parents that fully vaccinated their older children. It's a tough sell in this age group.
  12. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If Gordon feels that way, I better go investigate the stock and see if I should buy.
  13. bkp_duke

    Russia/Ukraine conflict

    That, however, while technically correct, will not alleviate insurer concerns and thereby rates for shipping from Ukraine will remain astronomical. Additionally, we're talking hundreds to thousands of square miles of mines. Not something like mining the English Channel. To get the grain out...
  14. bkp_duke

    Russia/Ukraine conflict

    Everything around Odesa is HEAVILY mined right now to protect it from Russian amphibious assault. The Ukrainians would have to clear that out, and by doing so take on some additional risk. I just can't see them doing that unless they make further gains in Kherson and limit the Russian fleet...
  15. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The key is 6:00 into that video. Only very recent cars (last ~2 years) can use the CCS adapter. You can check on screen under your car information to see if you have the correct hardware in your charger to allow for CCS charging. So, for both my cars, it would be a no-go on CCS without a...
  16. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I skimmed it. I found it funny they were complaining about how "dry" the cell was after they opened it up. Are we the only ones that read+study the Battery Day materials? I'm pretty sure that part of the process for the new cells, in addition to DBE, was to reduce total liquid electrolytes.
  17. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    See lots and lots of high-margin S+X in that video. Love it!
  18. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Got a TL;DW summary? I like that he did this, seriously. But an 75 minute video? Guy would get a LOT more views if he learned the Rob Maurer method of being information dense and succinct.
  19. bkp_duke

    Russia/Ukraine conflict

    How's our favorite Russian troll going to spin this one? I'm glad that the Russians have vacated, but I don't expect the Ukrainians to try to occupy Snake Island anytime soon. It's a big stationary target that is hard to defend.
  20. bkp_duke

    Russia/Ukraine conflict

    Li is everywhere, but Musk is smart not to mine it himself in the USA. Federal laws and EPA regulations can make mines liable for problems decades after their extractions are completed. Better to promote a 3rd party to do the extraction, prop them up, etc. etc. than to take on that liability...
  21. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's an olive branch, and I hope he takes it. Use it as an opportunity to educate this representative, and hopefully push the end goal for renewable transportation forward. Elon is smart, hopefully he's learning how to play politics even quicker than he has been to build factories, rockets, etc.
  22. bkp_duke

    Russia/Ukraine conflict

    Waiting on a client to sign a contract. Glued to my seat until then, can't do anything but smack the low-IQ troll here around. But that is mildly entertaining. :D
  23. bkp_duke

    Russia/Ukraine conflict

    Ah, so the Russians are planning to surrender? By any objective measure of the term Nazi, they are the Nazis, not Ukraine.
  24. bkp_duke

    Russia/Ukraine conflict

    Actually, most are not, but we'll shelve that argument. And most of the men have been conscripted against their will and are being killed. The Russians are putting them on the front lines as cannon fodder. And the FACT remains that we are now > 4 months out and Russia has shown they are...
  25. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is the Chevy Cruiz, Waymo, Zoox, etc. method. It's EXTREMELY geofenced, and the report from NHTSA on crash rates showed that it actually hasn't worked out so well. Crash rates substantially higher than a human driver, and much much higher than Tesla (which is lower than a human driver).
  26. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Because it's not a Long Range, and they are buying it from an existing owner. This is not an order they placed through Tesla.
  27. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They didn't order the Model Y, they bought it off someone. I'm sure they paid > $100k for it to get it this quickly. Then factor in how much they pay employees, overhead, etc. Sure, they make money, but nothing like what you are making it out to be.
  28. bkp_duke

    Russia/Ukraine conflict

    Putin gets the award for "largest miscalculation of the decade". He's essentially created exactly what he was looking to avoid - a stronger, larger NATO on Russia's doorstep.
  29. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sandy Munro has a Model Y 4680 incoming for teardown! (~20:40 into the video) OOOO, can't wait to see the details on this one!
  30. bkp_duke

    California Utilities Plan All Out War On Solar, Please Read And Help

    Problem is if you look at how the IOUs are built, there are really no "clean" ways to break them up. You can't do it geographically, because their power production facilities are not built out evenly enough for something like that. And then who services the poles+wires. San Diego has tried...
  31. bkp_duke

    Russia/Ukraine conflict

    Compare maps from April 2022 to now . . . not exactly large land gains for Russia, but at high prices in terms of men and equipment (by Russia's own admission). Just curious - how do you think this is going to end? The Ukrainians now HATE the Russians more than at any time in history. They...
  32. bkp_duke

    California Utilities Plan All Out War On Solar, Please Read And Help

    This doesn't mean you have a completely unregulated market. It's not an all or nothing scenario. You let market forces dictate prices for the vast majority of circumstances, with certain safeguards in place to protect consumers against price gouging. The "excessively regulated" utilities in...
  33. bkp_duke

    Russia/Ukraine conflict

    There is some talk that the Russian artillery is going to need to be serviced soon, if not needing so already. TL;DW - Given how much they have relied upon them and the number of shells used, Russian artillery is going to become even less accurate unless they can swap out the barrels and send...
  34. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    At least here in the US, we have the right and responsibility to question our leaders, especially when we see corruption. If said administration makes their FCC spectrum decision on anything except the facts, they will open themselves up to a substantial lawsuit.
  35. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is EXTREMELY SUBSTANTIAL for Starlink. Basically, if DISH gets an FCC license for that 12GHz spectrum (to use on cell phone towers), Starlink in the USA is done for. One tower using this would interfere with Starlink reception for a 13 mile radius. DISH has access to plenty of other...
  36. bkp_duke

    Wiki Selling TSLA Options - Be the House

    Haven't been making many weekly trades, but settled on a long-term play with today's drop. Bought some $900 6/24 LEAPS in prep to ride the TSLA train upward over the next 24 months.
  37. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Management and Unions are peas in a pod at traditional auto. No one gets into upper management at traditional auto without tacit approval of the union. No one. And to be frank - when was the last "disruptive" company that existed that was unionized? Can't think of a single example. Unions...
  38. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    BINGO - Optimus Subprime is the biggest union-buster in history, bar none.
  39. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The NLRB does not actually have authority to order anything. You will note how they have had to petition to have a court back them up (which the court has NOT).
  40. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Absolutely, Unionization has to be viewed in the wider context of laws that govern and protect those workers. In the USA, those laws have continued to strengthen over 100+ years. Totally different situation than say . . . Thailand or Vietnam.
  41. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And my counter-argument to that would be this: Those "Made in USA" manufacturers have over the past 30 years outsourced more and more of auto and auto-component production abroad. Where? To countries for the most part which unionization pretty much never happens (SE Asia, Mexico, etc.). This...
  42. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And the owner of the company has every right to fight against it. Let's not forget that the shareholders have rights here, and Elon is the largest of those. People want to gloss over that fact, the fact that the rights of the workers are NOT the only "rights" under question. Again, it's not...
  43. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    ROFL @9837264723849 disagreeing with this, the self-proclaimed French Socialist, there is a shock (not). Remind me what the French are known for in industrial prowess? Can you even be good at high-volume production with a 35h work week and unionized labor? The the point of @mars_or_bust...
  44. bkp_duke

    Russia/Ukraine conflict

    Perun's latest video is out. This one covers Myths of this conflict.
  45. bkp_duke

    Russia/Ukraine conflict

    NATO could put nukes in Finland once their NATO application has been completed. Russia should be REALLY careful how they escalate things. Their available moves are far more limited than NATO in this game of chicken.
  46. bkp_duke

    Russia/Ukraine conflict

    Heck yes. Now that's what I'm talking about. PERFECT use for these weapons straight out of the gate. Hope to see a lot more videos of this usage.
  47. bkp_duke

    Russia/Ukraine conflict

    If this is so publicized . . . the instant those "wagons" make it into Ukrainian territory, I could think of some GREAT uses for HIMARS.
  48. bkp_duke

    Coronavirus

    Monekypox will never become anything as widespread as COVID, but it's spread is concerning. It's basically an "intimate contact" disease, not airborne. I.e. for the most part sexually transmitted right now. https://www.cdc.gov/poxvirus/monkeypox/transmission.html Unlike COVID, there is also...
  49. bkp_duke

    Does Virtual Power Plant option require Gateway 2 ?

    Hopefully SDG&E gets a program like this soon. I have updated my app.
  50. bkp_duke

    Does Virtual Power Plant option require Gateway 2 ?

    Was the per kwh reimbursement rate variable, or the previously mentioned $2/kwh ?

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