Suggestions for a speculative punt?

NottinghamKnight

Bobziz said:

Thrugelmir said:

benbay001 said:

adindas said:

benbay001 said:

To make an HGV pure electric would require a really high KWH battery.
Just going to do some rough maths, but a long distance artic lorry does 8mpg.
A driver is allowed to do 9 hours in a day, lets says 1 hour for lunch, so 8 hours on the road, at 45 mph on average.
360 miles per day, divided by 8mpg = 45gallons of fuel burnt in a day.
A gallon of diesel contains 49KWh of power.
So 49*45= 2205kwh of energy consumed.
The longest range Tesla is 100KWh.
Yes, its not quite apples for apples because a fair percentage of the diesel burnt is lost energy.
But still, its maybe going to need a range 10x the current largest capacity Tesla.
Edit - its more feasible for "delivery" lorries, but i imagine must fuel burnt is from long distance.

The battery and EV has undergone revolution driven by the demand and shortage, and tyet to be transformed into money. There are a lot of technological Breakthrough come to market such as Quantum Battery using oxide semiconductor. And There are already some companies doing that their share has been sky rocketing. Example Quantum Scape (QS), have a look how their share has been rising from their original IPO price of $10.

This is just one article, charging for sedan EV from Lucid Motor.

https://www.theverge.com/2020/8/19/21375308/lucid-motors-air-ev-charging-time-miles-minutes

“Lucid Motors announced that its forthcoming all-electric sedan, the Lucid Air, will be the “fastest charging electric vehicle ever offered.” The company claims the Air will have the capability to charge at rates of up to 20 miles per minute — which translates to 300 miles in about 20 minutes.

Lucid has not used Quantum Battery. Also, as I mentioned previously the charging station will be integrated to HV smart Grid using V2G managed by AI.

https://www.virta.global/vehicle-to-grid-v2g

EV Charging Stations could be built easily everywhere in the country sides as it could be tapped directly from HV grid. 

Another one that has also been going is a desing of vehicles with quick battery swapping allowing the EV battery to be swaped in just a few minutes.

When the money is there everyone will get motivated to grab it. That is where the breakthrough and technological revolution come in place.

(Not quite that bad due to being able to charge cars off peak etc)

No solar power available and the wind might not be blowing. Let's many challenges to overcome to reach that point. The eventual solution isn't here yet. 

Kitchen scraps ?

Anaerobic digestion is part of the mix but very small, also not especially green as there are carbon emissions from some of the processes associated with it.

benbay001

Can i just clarify on the points i made above about electric cars, that im not saying electric doesnt have a future.
Im merely saying that IMHO we dont have the infrastructure built, nor are we planning to build the infrastructure to support a meaning % of cars running on electric. 
Personally i feel the future will leap over electric and go straight to hydrogen, with hybrid cars being a very efficient compromise for the short term.

adindas

benbay001 said:

Can i just clarify on the points i made above about electric cars, that im not saying electric doesnt have a future.
Im merely saying that IMHO we dont have the infrastructure built, nor are we planning to build the infrastructure to support a meaning % of cars running on electric. 
Personally i feel the future will leap over electric and go straight to hydrogen, with hybrid cars being a very efficient compromise for the short term.

It is not a binary option (an either, or scenario), is it not?

From the investor perspective it does not really matter who will win the race Hydrogen or Pure Electric or Hybrid.

An acute investor will definitely put their bets on all horses although on different weight and will keep adjusting that weight accordingly based on new evidence. Hydrogen pure EV, hybrids, whoever win you will always the winner.

I have my own conviction (not necesserily true) after reading many publications I trust: The future of water spllitting water to become Hydrogen fuel is still pie in the sky. Since hundreds of years ago the people already knew this reaction

2H2O ---> 2H2 + O2

After more than a few centuries people are still trying the same reaction to convert water to become Hydrogen fuel using electrolysis process. Those scientists who could do this in commercial scale and could make it cheaper than other alternatives should have become the richest man on earth by now.

Nikola Motor (NKLA) is a living example try to make the hybrid HGV EV (EV and H2). Google it how they have ended up. In fact they are using gravity rolling their vehicles down from uphill and filming it to convinve investors. But hey I still make a gain almost 100% from them as I quited before it is too late.

If you read the research publications you will be spending hours and hours unnecessarily reading both parties arguing sometimes useless because there are a lot of lies to get the money. The problem with research like this is that it will depend on who pay them, they will adjust the finding and publish whatever you want to hear. The incentive here is that, there is no risk involved, as no one could sue them including the funders as they will always have a lee way.

Not to mention the short sellers research, they will write everything the investors who paid them want to hear to get the money out of them. Again there is no risk involved, no one could sue them including the funders as they will always insert a caveat to make it impossible to sue them for any loses based on their findings.

The publication we should rely on is the government around the world’s guidance and regulation. Unlike any useless research we read, the government have the power to enforce it, so is does not really matter whether you agree or not.

Ciprico

Hydrogen cars are EV cars.
Take a standard current EV car, remove battery, add hydrogen tank and "fuel cell" and you have a pure generic h2 car.
Maybe too pedantic, but the question is not electric cars v hydrogen cars,  its battery fuel source v h2 fuel source. The electric motor does not change. (maybe more fire suppressant in H2 model !)
I can see the first step being a small number of strategic H2 stations on motorways, allowing H2 to be used between city hubs by large trucks doing regular deliveries, with battery vans doing the local leg. Above could also be applied to trains.
In time we could have an over abundance of (green) energy, making h2 production cheap. 
 

adindas

Charging Technolgy reality, not pie in the sky. Charging is now like fueling your car you normally do with a petrol car.

Electric car batteries with five-minute charging times produced

https://www.theguardian.com/environment/2021/jan/19/electric-car-batteries-race-ahead-with-five-minute-charging-times.

"The number one barrier to the adoption of electric vehicles is no longer cost, it is range anxiety,”said Doron Myersdorf, CEO of StoreDot. “You’re either afraid that you’re going to get stuck on the highway or you’re going to need to sit in a charging station for two hours. But if the experience of the driver is exactly like fuelling [a petrol car], this whole anxiety goes away.”

“A five-minute charging lithium-ion battery was considered to be impossible,” he said. “But we are not releasing a lab prototype, we are releasing engineering samples from a mass production line. This demonstrates it is feasible and it’s commercially ready."

adindas

The Jack Ma disappearance due his critical remark to CCP is now solved.

https://www.wsj.com/articles/jack-ma-is-back-but-ants-troubles-are-far-from-over-11611223418

Which stock will be affected ?

I believe

- ANT group but this is irrelevant for retail investors as noone could buy it anyway as it has not gone public.

- Alibaba group. The stock which has been under pressured since a few weeks ago has now shown a sign of recovery. The dip like this which is not because of fundamental issue (e.g., severe financial difficulties) I believe are highly like will make you a lot of profit especially you coud catch it much earlier. But they are still halfway from the long time high. Invest with confodence. You take your own gain, you takle your own loss for the decision you make by yourself.

adindas

I know there are quite people in this threat still is still arguingthat the traditional well-established car makers such as Ford, Daimler-Benz, GE have the upper hand in making an EVs.

In the past I have shown a few links showing that a small EV companies have won tender against the traditional well-established car makers in making an EV for government contracts, couriers such as Amazon, UPS, FeDex, etc.

This is another news that I just saw Electric bus maker Proterra secures $155 million investment led by Daimler.

https://electrek.co/2018/09/19/electric-bus-maker-proterra-investment-daimler/

Daimler will need to do partnership with “Proterra” an EV company you probably never heard of.  Otherwise, they will be lacking behind. In the future these old the traditional well-established car makers will have to acquire a small company to leapfrog their laggards

kinger101

benbay001 said:

Can i just clarify on the points i made above about electric cars, that im not saying electric doesnt have a future.
Im merely saying that IMHO we dont have the infrastructure built, nor are we planning to build the infrastructure to support a meaning % of cars running on electric. 
Personally i feel the future will leap over electric and go straight to hydrogen, with hybrid cars being a very efficient compromise for the short term.

We have far more infrastructure for electric cars than we do hydrogen it that electricity is already distributed everywhere in the UK.  Aside from the fact many cars are charged at home, street lighting can be retrofitted to provide charging points.  We have next to nothing in place for hydrogen.  

Thrugelmir

adindas said:

I know there are quite people in this threat still is still arguingthat the traditional well-established car makers such as Ford, Daimler-Benz, GE have the upper hand in making an EVs.

In the past I have shown a few links showing that a small EV companies have won tender against the traditional well-established car makers in making an EV for government contracts, couriers such as Amazon, UPS, FeDex, etc.

This is another news that I just saw Electric bus maker Proterra secures $155 million investment led by Daimler.

https://electrek.co/2018/09/19/electric-bus-maker-proterra-investment-daimler/

Daimler will need to do partnership with “Proterra” an EV company you probably never heard of.  Otherwise, they will be lacking behind. In the future these old the traditional well-established car makers will have to acquire a small company to leapfrog their laggards

VAG this week reported a profit of €10 billion for 2020.  Yet Tesla has a market cap of 8 times of VAG .  How long before Tesla makes €80 billion a year profit? 

Thrugelmir

kinger101 said:

benbay001 said:

Can i just clarify on the points i made above about electric cars, that im not saying electric doesnt have a future.
Im merely saying that IMHO we dont have the infrastructure built, nor are we planning to build the infrastructure to support a meaning % of cars running on electric. 
Personally i feel the future will leap over electric and go straight to hydrogen, with hybrid cars being a very efficient compromise for the short term.

street lighting can be retrofitted to provide charging points. 

Who is going to fund the infrastructure required?  Street lights are only going to provide a limited number of on street parking bays.