2021 Stock Market

It was trading at around 40$ before the pandemic. I'm gonna sell when it hit's $30. I agree airlines aren't ideal but when the market cut in half I couldn't resist.

Lots of deals post pandemic! I've rode OXY back to $25, and when they get their balance sheet fixed in a few years, it will be an $80 stock. There are warrants that grant the option to purchase shares at $22 and have just over 6 years to expiration. They currently trade for between $10-11. When the share price gets back to $80, they'll be worth at least $58.

With that being said, there seems to be enough pent up demand for the airline wave to last into 2022. But oil would be a good hedge as it's about the only thing that's going to derail it.
 
  • Agree
Reactions: deadeyededric
I’m thinking Windows that act as solar charging panels or something like that. Maybe some kind of dynamo system that can run all of the other parts of the vehicle that would allow for weight savings and thus extra range.
Integrated solar charging and incorporating batteries and panels that are already a necessary part of the vehicle has been and will continue to be the way to keep boosting range.

I think the biggest thing that people assume incorrectly is that there will be big strides in battery efficiency building on liquid state batteries. Most of the gains have been to make them cheaper or through incorporation in the design, reducing overall vehicle weight. The actual decreases in battery weight or increases in energy density have been pretty small, and it's really down to a surface area to volume optimization, which can't really be improved. Change in materials have helped some, but by the time you apply that to overall weight and energy density, you are talking about minimal gains to range.

After that it probably takes a step change, where solid state batteries are proven out and can be produced at a reasonable cost.

Right now most EV's can go farther than most people's bladders, so I don't think a huge boost in range is nearly as important as increasing charging rate and a huge boost in stations.

If they can boost the infrastructure and get the gains in range through the best integration of the batteries and panels, like you suggest, there will be massive adoption in light vehicles. It's going to work for nearly everybody. Spending a bunch of time and money to get convert the guy that thinks he's going to pull a full horse trailer on a 110 degree day through the Nevada desert is a waste.
 
Integrated solar charging and incorporating batteries and panels that are already a necessary part of the vehicle has been and will continue to be the way to keep boosting range.

I think the biggest thing that people assume incorrectly is that there will be big strides in battery efficiency building on liquid state batteries. Most of the gains have been to make them cheaper or through incorporation in the design, reducing overall vehicle weight. The actual decreases in battery weight or increases in energy density have been pretty small, and it's really down to a surface area to volume optimization, which can't really be improved. Change in materials have helped some, but by the time you apply that to overall weight and energy density, you are talking about minimal gains to range.

After that it probably takes a step change, where solid state batteries are proven out and can be produced at a reasonable cost.

Right now most EV's can go farther than most people's bladders, so I don't think a huge boost in range is nearly as important as increasing charging rate and a huge boost in stations.

If they can boost the infrastructure and get the gains in range through the best integration of the batteries and panels, like you suggest, there will be massive adoption in light vehicles. It's going to work for nearly everybody. Spending a bunch of time and money to get convert the guy that thinks he's going to pull a full horse trailer on a 110 degree day through the Nevada desert is a waste.

I think we're in a good place with current battery density/eficiency. The most needed gains going forward are in limiting degradation that comes with fast charging. That's always been the issue, and it's much better than it's ever been, but it's got a long ways to go if EVs are ever to become a true replacement technology.
 
Has anyone ever heard of Castlight Health(CSLT)? I bought a bunch at 1.58 a few months ago and it's up 13%. I'm thinking of selling half if/when it hits $2. They have a analytics app for consumers and employers.
 
That m1 chip is so quick and smooth on the iPad. Should work out well for Apple.
It really is. It’s an a amazing chip. Did a side by side of the MacBook of now (m1) vs the previous years chip and the difference was crazy. Can’t wait to see what the m2 does.
 
So I should add to my Apple position?

With their flattening curve in revenue and earnings, I would say they will be more of a dividend yield hold in the future than one for growth. I believe Amazon/Alibaba would be the best large-cap stocks to add to if you are looking at future revenue and earnings growth.
 
Curious if COIN has some room to shoot up here in the year yet.

Considering that they went public just over a month ago and opened that day at $381, quite possibly. I've been looking at it myself. I don't yet know if it's a good investment, but if you want to play the crypto game, it would offer far less risk than owning the actual currency.