I prefer "electronical"
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I've been doing some investigating of Amprius. The only definite use of their silicon nanowire anodes I can find is in the Airbus Zephyr 8 (Airbus Zephyr - Wikipedia), this uses 28 kg of Amprius cells, which are probably 435 Wh/kg (Tesla's 2170 cells are about 250 Wh/kg in comparison) and very costly. (Airbus Partners with Amprius, Leader in High Energy Density Battery Technology, Amprius' Silicon Nanowire Lithium Ion Batteries Power Airbus Zephyr S HAPS Solar Aircraft). Airbus have invested in Amprius.
There are a few other companies associated with Amprius (Amprius Technologies Hosts Amprius Forum 2020), but none of these seem to be using the batteries to any great extent.
It looks like to be useful for Tesla production of the silicon nanowire anodes needs to be increased by 5 orders of magnitude and (I'm guessing here) cost reduced by 3 orders of magnitude.
Amprius also have a China design center and manufacturing site (安普瑞斯（无锡）有限公司), really hard to tell how active they are as no customers are mentioned, just potential applications of their pouch cell batteries. They also seem to be using silicon coated graphite anodes in China.
Tesla, Panasonic and NASA have all been mentioned in relation to Amprius, but not recently.
There are a few other companies associated with Amprius (Amprius Technologies Hosts Amprius Forum 2020), but none of these seem to be using the batteries to any great extent.
It looks like to be useful for Tesla production of the silicon nanowire anodes needs to be increased by 5 orders of magnitude and (I'm guessing here) cost reduced by 3 orders of magnitude.
Amprius also have a China design center and manufacturing site (安普瑞斯（无锡）有限公司), really hard to tell how active they are as no customers are mentioned, just potential applications of their pouch cell batteries. They also seem to be using silicon coated graphite anodes in China.
Tesla, Panasonic and NASA have all been mentioned in relation to Amprius, but not recently.
Tes La Ferrari
Active Member
Cool video.
Side note - looks much foggier (thanks to the fires) than when the last time was in Cali.
Hope everyone is staying safe and healthy.
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jhm
Well-Known Member
I think Tesla is stock that requires the focus of specialists to really appreciate the full value. Rob is a Tesla specialist, while Jim is a generalist. It's hard to be a good generalist too, but a good generalist knows how to listen to the right specialists. Jim is actually very good at explaining how generalists can misunderstand the value of a Tesla, as a genuinely disruptive innovator. So congrats to both for this enlightening conversation!
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smorgasbord
Active Member
I guess you missed the context in which the OP mistakenly used Musk's 50% CAGR to apply to stock price instead of vehicle deliveries, admitted that was wrong, edited the post but kept the calculation nonetheless.
You can have your own opinions, but you can't have your own facts.
smorgasbord
Active Member
Well, remember that their name is "Motley Fool." They publish articles and have recommendations in different services from different authors. Sometimes they agree, sometimes they don't. If you follow this link to the same story, but on Motley Fool's site, you can scroll down to see previous articles of varying support for the company.
This is like Seeking Alpha, except Motley Fool vets their authors more thoroughly and attracts fewer crazy people. Just MHO anyway.
My sis lives next to the factory and she says everything smells of fire and there is too much smoke around. Damn, I hope all the best for siliconians
Well, that was a pleasantly uneventful day. First one we've had in awhile.
Nice research, although we can likely put it to rest with the nanowire anode hype. Seebelow tweet, she's a well known researcher closely related to Teslas battery development
https://twitter.com/YingShirleyMen1/status/1297216103890862080?s=20
There is another company called enovix , seemingly right next door to Tesla fremont factory as well. The reason I got interested is because they have had VC funding only just a few months ago. Which means, smart VC investors must have vetted their technology not more than months ago. This warrants further research
Can I interest you gentlemen in a fresh batch of afternoon hopium?
S&P 500® - S&P Dow Jones Indices
No? I'll show myself out then.
S&P 500® - S&P Dow Jones Indices
No? I'll show myself out then.
Yes I think so. Or at least close.
Elon did not bring up EVTOL for no reason.
Not that they are going to do EVTOL, but that they have the battery capability to do it now.
I lost Motley's respect since they started posting so much BS about Tesla valuation. I guess its only just the authors, that don't fully comprehend Tesla. but what the hell.
Nice job. Where was the old headquarters?
I don't think I can make it until Battery Day. I've never been this excited for a Tesla event before.
I agree with this. Elon woulnt bring it up for no reason. Should mean that they got the technology. Maybe it is still very expensive. But so what. They could sell S/X at twice the current price (150k Dollars) and easily slap a range of more than 500Miles or more. Important to remember, lighter the battery (most heaviest part of the car) is, less weight it has to drag around, in turn helping the range.
smorgasbord
Active Member
Note that Tesla has been an active recommendation in at least one Motley Fool service since 2012, and has been recommended by other services offered by them as well during the past several years.
Lol, Retail investors don't have 8M shares to dump to manufacture a $200 dip.
P.S. Neither do Market Makers (they're fake)
So, to my small mind:
Friday, the day of record (or what ever it's called) required clean books...and we saw the result (+50%).
Now, the mice a free to play again?
Can I interest you gentlemen in a fresh batch of afternoon hopium?
S&P 500® - S&P Dow Jones Indices
No? I'll show myself out then.
Hopium is the best drug in town yo yo. I think S and P would be stupid to not include Tesla before Battery day, especially because even us here (Tesla junkies with a crazy addiction) do not know what alien technology Elon is talking about. If I was in the commitee, It would be a crazy risk to wait until after Battery day to announce the inclusion. But then again, traditional analysts don't understand Tesla the way we do. Maybe they are still too stuck up on the profitability not exactly stemming from strong fundamentals and bla bla .
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