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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Gogo who wrote (51569)	5/19/2013 3:19:38 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78498

>Tesla. Already has a market cap greater than that of Fiat. (Fiat EV is twice that of Tesla's though.) >An acquaintance has the performance model. Nice car. When you buy the performance model (top of the line Tesla) your order goes to the head of the wait line, he says. >I am very close to buying an electric car (not Tesla) to see what they're like to operate, maintain. Would be used as an urban car almost exclusively. > Hard for me right now to see electric cars making much of dent in world's oil consumption. ===== Let's not take the thread into a discussion of specific options. It's sufficient to know you are making your bullish bet with selling put options. Anyone desiring to discuss the specifics of options can pm you, or go to a Tesla thread or an options thread.

To: Mr.Gogo who wrote (51569)	5/19/2013 4:49:07 PM
From: E_K_S	Respond to of 78498

Re: Electric Cars and the Value Proposition I think the value proposition lies in the "Decentralized Grid" where electricity is produced from several sources including solar, natural gas and even hydrogen. The cost of both Solar and NG are low compared to historical levels but the main problem lies in being able to generate the electricity "On-Demand" and off the grid. In investigating these Cloud Data Centers, many alternative "On-Demand" energy solutions are being developed and installed. The value proposition is evolving and even several of these Solar manufactures can be bought close to TBV. However, their current systems become obsolete as the next generation technology is designed, new machines & facilities built and old faculties are mothballed and written off. I like the Natural Gas solutions in particular the new fueling systems built for the home. However, they are still very expensive and can take hours to fuel a car when gas is compressed. Even the Natural Gas Residential fuel cells that convert NG directly to electricity on-demand are now available. IPERC is one name that comes up as a private research think tank. Maybe some larger company will take the lead and help bring one or more of their ideas to market. The value play for me is Corning Inc. (GLW). Currently there is nothing I know that is a developed product (other than their catalytic diesel filters - manufactured in Europe) that they offer. I suspect they may/could be looking at different on-demand electric generation systems and materials. They are a technology company and work with many different materials to design and develop next generation products. Many of these new distributed electrical systems seem to fit this category. I am sure some other companies will eventually leapfrog the industry with some new and efficient design. Finally, I am not sure if there is a solution (recycle & rebuild) for all of these first & second generation batteries already in these hybrids. Their used batteries will be flooding the market in 5-7 years. Where will these go? Into land fills similar to what we have done w/ all of out used CRT computer monitors (out of site, out of mind). Therefore, there could be some good value plays in the recycle industry especially is one of the common names decides to expand into battery recycling. Many of the recyclers sell at low PE's but if/when they move into a specialized commodity (like batteries) could demand a premium for their service(s) thus see PE expansion. EKS