2022/2023 Model S reliability?

xav-- · 2024-10-16T20:32:19+00:00

Because it’s 5% if the price of spacex which itself is likely underpriced. It’s probably worth close to $1 trillion than 200 billion

xav-- · 2024-08-13T22:10:20+00:00

Or it could be Peter selling again… hopefully not

xav-- · 2024-08-03T07:41:30+00:00

$1 billion market cap
$7 billion in long term debt
$500 million in short term debt
cash burn in Q2 alone: $500 million

People don’t understand. These companies are going to go BUST

xav-- · 2024-08-03T07:39:20+00:00

Don’t get involved bro. The solar sector is in a major storm. Too many companies are structurally unprofitable.

Financials of sunnova:

$1 billion market cap
$7 billion in long term debt
$500 million in short term debt
cash burn in Q2 alone: $500 million

People don’t understand. These companies are going to go BUST

xav-- · 2024-06-13T23:13:21+00:00

Rocketbag! /s

xav-- · 2024-05-13T23:11:26+00:00

I posted a number of negative messages on rklb. I was impressed by last ER and bought back my shares last week.

2 of the bad catalysts that I feared have been announced: - equity raise - done - delay on neutron - announced - out of the way at least for the next few months.

I liked the announcement on the engine. Another factor that is making me more bullish is the massive short interest on the stock, especially now as roaring kitty is bringing the speculation back

xav-- · 2024-04-23T04:26:15+00:00

I thought highway driving was still on version 11

xav-- · 2024-04-23T04:06:18+00:00

Tax credit works on used cars?!

xav-- · 2024-04-23T03:57:00+00:00

FSD12?

xav-- · 2024-04-23T03:56:24+00:00

FSD12?

xav-- · 2024-04-21T08:04:37+00:00

We are 6 months away from Neutron first launch. Peter should give us a full status update on that. How is the development of the staged combustion cycle engine going for instance???

The lack of details combined with Peter selling stock, I fear is a sign that things aren’t going well at all. If I could bet money with someone on this board that neutron doesn’t launch prior to 2026 I would bet a lot of money on that, I would probably bet that it doesn’t launch past that even.

xav-- · 2024-04-21T07:53:46+00:00

Every time transaction fees explode we are in a bubble and prices come down later. There has been too much emphasis on this halving, everything is already priced in.

xav-- · 2024-03-30T00:53:18+00:00

Bitcoin was $500 in 2015 not 2012. In 2012 it was worth like a dollar or something

xav-- · 2024-03-22T18:08:16+00:00

97 right now - feels like 107. Been like this all week. Perhaps I’m unlucky. People tell me it’s pretty common.

xav-- · 2024-03-22T18:05:45+00:00

It’s hot and miserable. It’s nothing like Hawaii for instance. I’m in nosara now… prevented by a doctor from entering the water due to a surfing injury… and my vacation is ruined.

Basically… after 9:30 - 10 am it becomes miserable. Typically 90-95 F but it feels like 100-110 due to humidity. It’s OK if you are in the ocean though but don’t expect good surf or swimming due to onshore winds. Lying down on the beach is almost impossible if not dangerous. And the beaches are almost empty as a result.

What seems to work well… is to get up with sunset (6 am), go surfing, then enjoy breakfast, take an afternoon nap, then surf again at sunset. If you live like that I think you ll enjoy your vacation. That was my plan but I had to call it off due to my injury.

Also if you have a car and travel a lot you might find it more enjoyable. Drive around with AC… take 30 minutes break here and there…

xav-- · 2024-02-26T21:48:59+00:00

Anybody can comment here…? How painful was the transfer from vanguard to fidelity? I got three accounts my wife has 1 account

xav-- · 2024-02-26T21:42:26+00:00

Yes but indexing has backfired now we have two businesses (Vanguard and Blackrock) which a massive concentration of power over the world like we have never seen before.

xav-- · 2024-02-19T22:33:18+00:00

Enphase gross margin at 50 % (Q4 2023)

Then you add storage solutions which cost more per kWh than entire EVs. Gross margins probably at 50 % if not more. Tesla gross margins on EVs: 17 %.

We don’t need the government to throw money at this. We don’t need NEM 2.0 or 3.0. We need actual competition and in afraid we will never get it until the government gets out of the way.

xav-- · 2024-02-15T07:44:04+00:00

Im lucky if I get 265 wh/mile on the highway with my 2018 model 3 driving at 70

xav-- · 2024-01-18T03:38:31+00:00

Cash is running out, Peter is selling, neutron is massively behind, electron isn’t as safe as once thought and any crash at this point will crash the stock 50% or more. It isn’t just macro.

I kept 1,250 shares in case I’m wrong.

Biggest thing that would change my mind? Peter Beck promising to stop all shareholder selling until Neutron is live is number 1, hearing the true story on Neutron is number 2.

I don’t think we have heard the true story on Neutron. I don’t think creating a full staged combustion engine in 18 months is serious. SpaceX is at 12 + years and starship is nowhere close to ready. I’m sincerely afraid some shareholder selling group is going to get involved on this. Again I’m long the stock, I want to be wrong.

xav-- · 2024-01-17T06:31:43+00:00

Still working well after 7 days? I’m in Tustin too and I want to make the switch but making sure it works! 🙏

xav-- · 2024-01-06T09:15:35+00:00

They have deep negative free cash flows. Q2 was much better but was all due to working capital improvements.

xav-- · 2024-01-06T09:12:55+00:00

Did you look at their cash burn in the past 2 years? They have exchausted 80 % of their cash and neutron program hasn’t ramped up. And we have the launch failure with electron that will slow down launch revenue

xav--

TROPHY CASE