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Tesla acquires Maxwell for Dry Battery Electrode and Ultra-capacitor technology

By kt1652 following x   2019 Feb 16, 9:41am 743 views   16 comments   watch   nsfw   quote     share    


I will be doubling my TSLA holding next week, currently at a modest 40 shares.
So far since buying back in 2014 timeframe, 25% gain, not bad. It is in a flat channel for 2 years now.
In acquiring Maxwell Technologies, a San Diego based energy storage mfg and R&D business for $218 million. This move also keeps Maxwell’s dry electro and ultra-capacitor break-throughs away from Volvo which is Chinese owned.
Highlights:
Significant cost savings per car, hundreds to thousand $/car.
Beyond proof of concept
Proven headroom: Whr/kg, 15 – 50% improvement in range.
Proven durability, extend battery life by 2X.
Better cold weather performance
Major sustainable power dump – even greater acceleration. Maybe that is the reason why Tesla can make 0-60mph claims on the new Roadster that ICE automakers said was “impossible”.
Proven cost reduction compared to wet electro process
Possibly a major step forward in Supercharger technology in reducing charging time.

Elon's postgrad-Phd work at Stanford (Applied Physics) was on ultra-capacitor technology.
Eventually, he dropped out and made billions by founding Paypal then Tesla. He knows the technology.
There is a disproportionate amount of TSLA short interest, haters.
Once Musk proves the company is not going bankrupt the shorts on margin will cover in mass. This alone will give the stock a boost.
It is rare for Tesla to go outside. This is a real deal. Dumping Panasonic at the same time, means they are confident to go alone with the new dry electro battery and ultra-capacitor, likely to be a hybrid implementation in future EV platforms.
Exciting stuff. Tesla EV and battery tech today is analogous to Stephen Curry in 2009, seventh overall pick in the NBA draft. You ain't seen nothing yet.
https://www.greenbiz.com/article/tesla-snap-battery-developer-maxwell-technologies-218m-deal
1   theoakman   ignore (0)   2019 Feb 16, 9:50am   ↑ like (0)   ↓ dislike (0)   quote   flag        

Didn't Musk drop out after 2 days at Stanford?
2   kt1652   ignore (1)   2019 Feb 16, 9:57am   ↑ like (2)   ↓ dislike (0)   quote   flag        

theoakman says
Didn't Musk drop out after 2 days at Stanford?

Why waste time and opportunity, right?
Bill G, Seve J were dropouts, made history instead.
3   porkchopexpress   ignore (0)   2019 Feb 16, 10:53am   ↑ like (0)   ↓ dislike (0)   quote   flag        

Love this. Let innovation reign supreme.
4   Patrick   ignore (1)   2019 Feb 16, 10:59am   ↑ like (0)   ↓ dislike (0)   quote   flag        

I'm tempted to finally buy some TSLA even though it doesn't make a profit. Revenue doubled from 2017.
5   kt1652   ignore (1)   2019 Feb 16, 11:02am   ↑ like (0)   ↓ dislike (0)   quote   flag        

porkchopexpress says
Love this. Let innovation reign supreme.

More technical. Research paper.
https://electrek.co/2019/02/06/tesla-battery-tech-charging-range-durability/
6   kt1652   ignore (1)   2019 Feb 16, 11:07am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Patrick says
I'm tempted to finally buy some TSLA even though it doesn't make a profit. Revenue doubled from 2017.

Use play money, buy only what one's willing to lose. I'm willing to risk for 2 of our teams.
Look at Maxwell, TSLA, Panasonic stocks last week. That tells a story.
7   theoakman   ignore (0)   2019 Feb 16, 11:10am   ↑ like (0)   ↓ dislike (0)   quote   flag        

kt1652 says
theoakman says
Didn't Musk drop out after 2 days at Stanford?

Why waste time and opportunity, right?
Bill G, Seve J were dropouts, made history instead.


I'm not questioning the move to dropout of grad school. I'm questioning the original posters statement on the "work" he did while in graduate school.
8   kt1652   ignore (1)   2019 Feb 16, 11:26am   ↑ like (0)   ↓ dislike (0)   quote   flag        

He probably had to do some work to be admitted to Stanford, I don't care really is what he did after that matters. The story is not about his drop out , , why don't you do some research and report back?
9   theoakman   ignore (0)   2019 Feb 16, 12:11pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

As someone who actually completed his Phd, you don't need to do any research to be admitted to grad school. And the sources indicate Musk spent two days there. So again I ask....what exactly is the research he did there that you are touting?
10   kt1652   ignore (1)   2019 Feb 16, 12:24pm   ↑ like (1)   ↓ dislike (0)   quote   flag        

Look, I read a bunch of articles, watched some youtubes, looked at the TSLA charts. Wrote down thoughts of my assessment. This is not a research paper. I didnt even try to research your point, it is not germaine. I was also driving. You are a teacher, iirc, being correct in tangential details is 2ndary to the technology.
I doubt Elon Musk puts on a lab coat and runs experiments at tesla. His engineers did. He certainly made the final call on the acquisition.
11   kt1652   ignore (1)   2019 Feb 19, 9:27am   ↑ like (0)   ↓ dislike (0)   quote   flag        

Will not pull the buy trigger until 2 of my key short term indicators turn bullish. It is not price.
12   Quigley   ignore (0)   2019 Feb 19, 10:53am   ↑ like (0)   ↓ dislike (0)   quote   flag        

I was thinking about this battery tech a few years ago and predicting it would revolutionize the EV market. Recharge times in the seconds rather than fractions of an hour. Capacity at triple what Lithium can bring. And raw materials are simple to secure: just carbon. No more making cagey deals with Chinese or Africa to get hands on steady lithium and rare earth supplies.
This is a more significant tech leap than when we went from NiCad batteries to Lithium. It should make EVs practical as a long distance transport.
13   kt1652   ignore (1)   2019 Feb 19, 11:15am   ↑ like (0)   ↓ dislike (0)   quote   flag        

I did too, read about the ultra-cap potentials and thought ,wow, at east 5 years ago.
It has the potential to increase regen braking efficiency, since they can take a huge dump of charge, unlike batteries.
They will be perfect for EV buses. Each station can charge the caps in 30 seconds. The biggest down side is energy density.
Buses dont care - just mount them on the roof and be ugly.

The real benefit is to get out of wet cell manufacturing.
Watch obese Pickard's video, just skip everything, go to time 13:00 where he describe the wet cell production nightmare.
I had to bump the play speed up 1.5, to make the sound normal. hehe.
14   anonymous   ignore (null)   2019 Feb 19, 12:14pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

Quigley says
No more making cagey deals with Chinese or Africa to get hands on steady lithium and rare earth supplies.


The Chinese are home to the vast majority of the rare earth supplies - we are the ones that need the deal and the deal maker extraordinaire is falling down on the job

https://investingnews.com/daily/resource-investing/critical-metals-investing/rare-earth-investing/rare-earth-producing-countries/

China number one - America not in top 8 - is that simple enough ?

We are quickly pissing away friendly relationships with the few countries that are still somewhat friendly with us in the top 8
15   Quigley   ignore (0)   2019 Feb 19, 1:41pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

Kakistocracy says
The Chinese are home to the vast majority of the rare earth supplies - we are the ones that need the deal a


Not if we move to this newer better battery technology. Then we don’t need the deal. Carbon is everywhere!
16   anonymous   ignore (null)   2019 Feb 19, 3:12pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

Quigley says
Not if


There is a very old saying - "If" in one hand and shit in the other - which one do you feel first ?

If the dog hadn't stop to shit, he would have caught the rabbit - that would translate to the U.S. and China

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