Tag Archives: EV

Tesla joined the $100B club, but VW is still bigger by enterprice value and will become the official global industry leader by sales for 2019

The shares of Tesla look more like Space X. The shares has skyrocketed since the summer last year, and the shares is up over 200 percent. It`s a funny story, but what`s even more funny is that Tesla joined the $100 billion club earlier this week. They surpassed Volkswagen.

The $100 billion club is measured by a market cap but if you look at sales or profit you have a different picture. But it isn`t bad to be the second most valuable global carmaker after topping the combined value of Ford and GM. Toyota is still on top with a value of $198 billion.

There is no doubt; the future is green and EV`s like Tesla will outnumber cars with fossile fuels. Musk is planning to build a new plant in Germany and started to sell from a new plant in China earler this month.

VW is still bigger by enterprice value and they will become the official global industry leader by sales for 2019. In a speech, Chief Executive Herbert Diess urged his executives to focus on profit rather than sales.

The EV industry have huge challenges. Battery technology is very expensive. So are R&D and all the factories they are planning build. On top of that you have all the workers. GM`s battle with the United Auto Workers union last fall illustrated how costly the process of winding down factories can be for companies too.

So far, the valuation have been bumpy and it seems like it will remain bumby. We saw a dip on Friday after a wild speculative ride.

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Norway`s trade surplus plunged NOK 24 billion in August

Norway`s trade surplus plunged NOK 23,8 billion in August this year. All the way down from NOK 30,5 billion to NOK 6,7 billion in the same month the prior year. This is happening in a country that is famous for being «the last Soviet state.» A country were the Communist party is growing in popularity like never before.

But is doesn`t matter, because most of the income is coming from oil and gas. In addition; they have $1 trillion in assets called The Government Pension Fund Global, also known as the Oil Fund. The fund was established in 1990 to invest the surplus revenues of the Norwegian petroleum sector.

The fund have stocks in 9158 different companies in 73 different countries. Most of the capital is invested in stocks and some of it in fixed income securities. A small part of the investments is invested in the real estate market.

The goal is to contribute to the walfare state.

Therefore, the fund and the country is dependend on sustainable growth, markets that works well and inovation.

Oil prices jumped more than 20 percent on Monday and that`s good news for Norway. The higher the price of oil, the more they earn. 62 percent of Norway`s export comes from Mineral fuels, oils and distillation products.

We all know that these category is on the way out. So, the “new oil” is fish that stands for 9,5 percent of the exports. In other words; this model is fragile.

The biggest trading partner is the United Kingdom with 22 percent export. Second is Germany with 16 percent. Third; Netherlands at 11 percent, France and Sweden with 6,7 percent. Down on the export list we will fine the U.S at 4,7 percent and China with 2,1 percent.

Two of the biggest trading partners are in trouble. United Kingdom with Brexit and Germany near recession. In addition; we have the trade tension between the U.S and China. As you can see; a higher oil price came at the right point for the fund as 62 percent of the exports comes from oil.

Brent climbed as much as 20 percent on Monday and that is the biggest percentage move since 1990 Kuwait invasion. It jumped up to $71 per barrel in the seconds after the open, before pulling back about half of the initial surge. That was equivalent to $12 increase, and that is the largest gain in dollar terms since 1988. All this is good news for Norway that is dependend on oil.

But the Nobel Peace Prize Country need to wake up, because this won`t last forever. Higher oil prices is good but that is not enough. The Petro dollar can also be a game changer in addition to all the electric vehicles that is flooding the market. Every single EV sold will decrease the demand for oil every single day.

Nor is fish enough. Oil is good especially if you are in a cartel business. You don`t have much competition either because oil is very limited in other countries. 70 percent on this planet is water and there are lots of fish in it. Other countries can start to compete in the fish industry whenever they want. Fish is not as unique as oil. Competitors can pop up and take market shares and push the prices down. Like Russia.

Russian aquaculture is planning a new RUB 1,5 billion smolt plant and that will reduce the dependence of Norwegian fry imports. Russian Aquaculture produces around 18,000 tonnes of salmon and trout on the Kola peninsula, the for northwest of Russia. Among the owners of the company are Maksim Vorobyov, the brother of the governor of Moscow.

Russia will triple the production in 11 years. The deputy head of Russia`s Fedral Agency for Fisheries Vasily Solokov has told Tass that the Russian government is drawing up plans to make salmon production account for 37 percent of all aquaculture by 2030.

Some Russian producers are hoping to increase production to cover one third of the country`s entire salmon and trout consumption. A peninsula in northern Russia which is close to key military bases and nuclear submarines is being used to grow the country`s salmon farming regime.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Porsche Taycan Turbo S accelerates from zero to 100 km/h in 2,8 seconds and has a range of up to 450 kilometres

Porsche is out with a new car. Not an ordinary car but an EV. Porsche presented its first fully-electric sports car to the world a week ago. We all know Elon Musk`s Tesla success but Porsche is the real big electical pioneer where the electric powertrain is embedded deep in the Porsche DNA.

Ferdinand Porsche, later the founder of the company of the same name, was fascinated by electicity even as a teenager. As early as 1893, the 18-year-old installed an elctric lighting system in his parents house. Over 100 years later, Porsche is out with the brand new Porsche Taycan.

«The Taycan links our heritage to the future. It comes forward the success story of our brand – a brand that has fascinated an thrilled people the world over for more than 70 years,» said Oliver Blume, Chairman of the Executive Board of Porsche AG.

Porsche has announced the name of its first full-electric sports car during the official celebration of the anniversary «70 years Porsche sports car» – Taycan. The name translates as «living young horse», referring the center of the Porsche crest.

«Our new electric sports car is athletic and performance-oriented; a car that is capable of longer distances, and represents freedom», explains Oliver Blume. Here comes the first electric sports car with the soul of a Porsche, he said.

The first models in the new series are the Taycan Turbo S and Taycan Turbo. They are at the cutting edge of Porsche E-Performance and are among the most powerful production models that the sports car manufacturer currently has in its product range.

The Taycan Turbo S accelerates from zero to 100 km/h in 2,8 seconds and has a range of up to 450 kilometres. The top speed is 260 km/h. The Taycan is also the first production vehicle with a system voltage of 800 volts instead of usual 400 volts for electric cars.

This is a particular advantage for Taycan drivers on the road; in just over five minutes, the battery can be recharged using direct current (DC) from the high-power chargin network for a range of up to 100 kilometres.

By 2020, Porsche will have invested more than 6 Billion euros in elctromobility. In other words; there are more to come.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Volkswagen`s dead is Tesla`s bread

Volkswagen`s dead can be Tesla`s bread. As you may know, Volkswagen`s stock has plummeted, while Tesla is so far up for the year.

Volkswagen are spewing nitrogen oxide that is 40 times more than acceptable level, according to regulators. That`s not good for the environment because it contributes to pollution. In worst case it can lead to lung disorders, asthma and bronchitis.

At least 12 million cars is so far affected by the diesel scandal, and that is good news for EV producers like Tesla. We can see a trend in the market; people are looking for clean energy. They are looking for green energy.

tesla-model-x

(Picture: Tesla Model X)

 

So, what is the option as the battery get cheaper? People will sooner or later dump diesel and go for battery anyway. For me it is clear; Volkswagen should have started to produce and sell EV`s long time ago, and not cheat with their «clean diesel» engines.

Volkswagen didn`t listen to the market, and cheated. For all I know, maybe they would start to have huge problems with the demand anyway?

Tesla published a letter to shareholders in the beginning of August 2015, telling them that Tesla Model X will be launched in September. I haven`t seen any news about the release yet, but I think it will be just around the corner.

This is great news for Model X buyers who have been waiting a long time for the new crossover SUV. Elon Musk said that the Model X is going to be «something quite special.» Who doesn`t want something special?

It`s a long waiting list for Tesla`s electric SUV, and that means if you want that car and put in an order for your Model X today, the order will fulfilled next year. Tesla already has about 24,000 Model X reservations.

Model X had about 12,000 reservations but I think Tesla is well more known now than three years ago, and their supercharger network is much more extensive than a few months ago. In addition, SUV is for many customers is more appealing and practical than a sedan.

The price for Model X will be similar to the Model S at a range between $132,000 and $144,000. Model X will have a battery range of roughly 215 miles to 217 miles, which is also similar to Model S. The difference, however, is the «falcon wing» doors on the brand new Model X.

Tesla will continue bo build out its Gigafactory in Nevada on top of the new release of a new Model X. All in all, this is bullish signals, despite the drop of the stock yesterday. Tesla is trading at $248,43, down -3,30%.

Elon Musk expect to reach the delivery goal of 50,000 to 55,000 EV`s for the full-year 2015.

 

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