ES Investors Club

[LockH]

(They say

TheStreet, Inc. is a leading digital financial media company. We provide our readers and advertisers with a variety of subscription-based and advertising-supported content and tools through a range of online platforms, including web sites, mobile devices, email services, widgets, blogs, podcasts and online video channels. Our goal is to be the primary independent source of reliable and actionable investing ideas, news and analysis, financial data and analytical tools for a growing audience of self-directed investors, as well as to assist advertisers desiring to connect with our passionate, affluent audience.

Since its inception in 1996, TheStreet's free, award-winning Web site, thestreet.com, has distinguished itself from other financial Web sites with its journalistic excellence and unbiased coverage of the financial markets, economic and industry trends, and investment and financial planning.

"What the End of the Age of Oil Will Mean to the Global Economy"
("Forget about 'peak oil.' Peak demand is coming, and it could change the world of energy")
https://www.thestreet.com/story/138...e-of-oil-will-mean-to-the-global-economy.html

In part:

The report also explains that the green revolution has just begun to gain traction. Solar and wind energy is expected to continue its "phenomenal" growth. In 2014, they accounted for 4% of all power generation, but could supply as much as 39% by 2060. Nuclear and hydroelectric power will also grow significantly. Coal and oil eventually will be displaced.

Another killer of oil demand will be electric vehicles. Improving technology (particularly battery technology) will reduce the costs and increase the popularity of EVs. It's possible that EVs could outnumber petroleum vehicles by 2030.

 

[LockH]

"Stock Mover of the Day: China Bak Battery Inc (NASDAQ:CBAK) Institutional Investor Positioning Change"
http://www.kentuckypostnews.com/201...ak-institutional-investor-positioning-change/

The stock increased 5.26% or $0.1 on November 18, hitting $2. China BAK Battery Inc. (NASDAQ:CBAK) has declined 25.37% since April 19, 2016 and is downtrending. It has underperformed by 29.23% the S&P500.

 

[LockH]

Maybe getting OT... but some ebikers may need... medications? In the news: "Teva to market medical cannabis inhaler":
http://seekingalpha.com/news/3226943-teva-market-medical-cannabis-inhaler

NASDAQ market TEVA stock quote:
http://www.nasdaq.com/symbol/teva

"1 Year Target $54"... currently $38.18...

 

[LockH]

(They say

The Company
InvestorsHub.Com, Inc. is a wholly-owned subsidiary of ADVFN PLC, which trades on the London Stock Exchange as AFN.
The Site
Investors Hub ("iHub", as we call it) is built to provide a forum for serious investors to gather and share market insights in a dynamic environment using an advanced discussion platform. The site is designed to be clean and simple, allowing you to get the real-time market information you need, quickly and easily. Everything about the site is neat and fast!
The Activity
Investors Hub has been online for over 17 years and currently has 591,659 Members who have posted 127,891,214 Messages on 26,168 Boards. Our Members currently write on average 40,000 new Messages each trading day.

Re: JUST WAITING post# 106699
Post # of 106756

SMAA - This Weeks Super Sexy RUNNER !

Flaunt Electric Bicycles HD - Video

[youtube]rcFfeejG7Rk[/youtube]

SMAA - SMA Alliance
Introduces Revolutionary Solar and Wind Powered Electric Bicycle
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=127892192

... includes fun graph:

 

[LockH]

(They say

FinancialBuzz.com a leading portal for Investing News, Personal Finance, Politics, Entertainment and tons of insightful videos on Stock News, Market Analysis and Company Interviews. Join us for the latest buzz in financial news around the world.

Millennial Lithium Retains RK Equity Advisors as Capital Markets Advisor
http://www.financialbuzz.com/millen...ty-advisors-as-capital-markets-advisor-662147

Starts:

VANCOUVER, BRITISH COLUMBIA--(Marketwired - Jan 16, 2017) - Millennial Lithium Corp. (TSX VENTURE:ML)(FRANKFURT:A3N2)(OTCQB:MLNLF) ("Millennial" or the "Company") is pleased to announce it has engaged RK Equity Advisors LLC ("RK Equity") of New York as capital markets advisor to assist Millennial in raising its profile in the institutional investment community and sourcing development capital for its lithium projects in Argentina.

Includes:

Howard Klein of RK Equity said "We are strong believers that Argentina will attract significant investment in 2017 and become a substantial, low cost supplier of high purity lithium chemicals to the battery industry as electric vehicles move to mass adoption over the next decade. We are excited to be partnering with Millennial to raise awareness of its flagship Pastos Grandes lithium brine project in Salta Province and Cauchari East in Jujuy province. Millennial's proven technical and advisory team, led by Iain Scarr who brought Galaxy Resource's Sal da Vida through definitive feasibility, as well as strategic advisor Vijay Mehta, gives us high confidence that Millennial will earn a position in the ranks of top lithium companies in the foreseeable future."

 

[Hillhater]

So what does the forum think was the key factor in the Tesla SP surge ( +40% ) since Dec 2.???

 

[LockH]

Where To Look As The Lithium Boom Unfolds In 2017:
http://oilprice.com/Energy/Energy-General/Where-To-Look-As-The-Lithium-Boom-Unfolds-In-2017.html

According to Macquarie Bank (ASX:MQG), the share of lithium demand from electric and hybrid vehicles is due to surge from 10 percent in 2015 to 33 percent by 2021.

8)

 

[LockH]

Warning Signs a Stock Market Crash Is Coming
https://moneymorning.com/2017/02/17/warning-signs-a-stock-market-crash-is-coming/

 

[LockH]

https://endless-sphere.com/forums/viewtopic.php?f=3&t=57933&p=1266416#p1266416

 

[TheBeastie]

I have no financial interest in Tesla etc, except maybe by how much it effects me in buying some hk lipo or 18650 cells in the future. Or maybe some of my interest floats around how many people in the future may end up turning off the fridges at night to save on electricty bills like this poor sod does in aus https://youtu.be/a-OSNLqQ0qU http://www.abc.net.au/7.30/content/2017/s4633511.htm

I was sent this prices chart by someone I know who trades complex markets instruments a week ago now on the price of cobalt which is a key ingredient in Teslas/powerwall lithium cells as we all should know.
To me it looks pretty crippling to the affordability of cheap lithium cells, as it takes the price back 5 years ago with lithium cells were a lot more expensive.
The other thing thats interesting to note is the price of cobalt really started to move just as Teslas gigafactory started production of cells.. in the start of January 2017
https://www.bloomberg.com/news/articles/2017-01-04/tesla-flips-the-switch-on-the-gigafactory



Now I wonder if part of Goldman Sachs "Sell" recommendation on Tesla yesterday has to do with the fact key ingredients of lithium cells has gone through the roof?
https://www.bloomberg.com/news/articles/2017-02-27/tesla-slumps-in-premarket-trading-as-goldman-downgrades-to-sell

 

[LockH]

^^ Groovy. Tesla | A Monster Stock:
[youtube]PKxF0doU-j8[/youtube]

 

[LockH]

ES Bible "No suitable matches were found." ... for word "contango". Seen here:
http://marketrealist.com/2017/03/the-crude-oil-futures-spread-and-why-it-could-worry-oil-longs

The Crude Oil Futures Spread, and Why It Could Worry Oil Longs

Contango and oil prices

Active crude oil (USO) (USL) futures are now trading at a discount of $1.56 to futures contracts 12 months from now. This situation is referred to as “contango” in the crude oil futures market and is represented by an upward sloping shape on the futures forward curve.

Notably, such a contango situation indicates the market’s sentiment toward weak crude oil demand right now but also the likelihood of higher demand and higher prices in the future. On February 28, 2017, the spread was at $1.16.

Some might blame those darned ebikers.

 

[LockH]

Anybuddy pick up any Halfords stocks?

(Wiki

Halfords Group plc is a British retailer of car parts, car enhancement, camping and touring equipment and bicycles operating in the UK and Ireland. They also provide MOT, service and repairs in the United Kingdom, through Halfords Autocentre.

... and:

Since 2010, Halfords Retail has operated around 465 stores, of which about 22 are in the Republic of Ireland and the others in the United Kingdom.

The group use the following sub-brands as part of their portfolio: Boardman Bikes, 13 Bikes, Carrera bicycles, Apollo, Voodoo, Victoria Pendelton, Urban Escape, Exodus, Pampero, Halfords essentials, Sealskins, X-rated

Seems like they've picked up that Ebike Bug:
http://www.halfords.com/cycling/bikes/electric-bikes

Right now offering 0% interest rates. 8)

... and I see they're on the London stock exchange:
http://www.londonstockexchange.com/...y-chart.html?fourWayKey=GB00B012TP20GBGBXSTMM

... with prices looking a bit "soft" these last two years. Better days ahead for ebike sales?

:wink:

 

[SpeKterDesigns]

Any Angel investors around would sure help the speed at which solutions can be put into the marketplace or be seen as benchmark to a new category of transport.

https://www.facebook.com/Spekter-Designs-484399218276556/

To finally start the implementation of what I have seen called the convergence vehicle

Lots of designs to bring to market

 

[LockH]

Any Angel investors around would sure help the speed at which solutions can be put into the marketplace or be seen as benchmark to a new category of transport.
Lots of designs to bring to market

Hehe... Bill... One 21st-century urban guy who just needs to get to work and go shopping and play (at "slow" speeds) may be... less than interested in dressing "funny"? (Nice thought though... adding extra/backup wheels on the bike!)

 

[LockH]

Tianneng Power: 5.9x PE Not Reflective Of Improving Industry Dynamics And Stable Demand Growth In The Near Term
https://seekingalpha.com/article/40...ustry-dynamics-stable-demand-growth-near-term

Includes:

Tianneng's share price has fallen c.19% since March 2017 and trades at 5.9x FY17E PE (76% discount to mainland listed battery makers).

Assuming 7.3x FY17E PE (70% discount) and consensus EPS of HK$1.08, per share figure comes up to $7.87, 24% higher than current share price.

8)

 

[LockH]

Watt??? ESB "No suitable matches were found."... for "Rock Springs Uplift" in Wyoming?
(Wiki

The Rock Springs Uplift is an area of uplifted Cretaceous to Eocene rocks in Wyoming surrounded and once covered by sediments of the Green River Formation which were deposited in the Eocene Lake Gosiute. The Rock Springs Uplift formed in the Late Cretaceous through the Eocene and is related to the Laramide orogeny. The structure is a north–south trending anticline with a surface expression of approximately 56 miles (90 km) by 28 mi (45 km). The community of Rock Springs is located on the western margin of the uplift.

https://en.wikipedia.org/wiki/Rock_Springs_Uplift

... and an article from April, 2013 Massive deposit of lithium found in Wyoming could meet all U.S. demand
https://www.treehugger.com/cars/vast-reserves-lithium-found-wyoming-could-meet-all-us-demand.html

Includes:

Jackpot
The latest development that supports that thesis comes from researchers at the University of Wyoming. They've found lithium - a lot of it - in Rock Springs Uplift, a geological feature in southwest Wyoming. Data so far suggests that brines from a 25-square-mile area could contain 228,000 tons of lithium. That's enough to meet annual U.S. demand, and almost twice as much as the reserves from the biggest domestic lithium producer (located at Silver Peak, in Nevada).

Funny UC Berkeley folks and their "Lithium Dreams" from 2015:
http://media.journalism.berkeley.edu/projects/2016/20150510_lithium/mining/

 

[LockH]

Hehe... As an "Investor" (not really) I've tended to watch "2nd tier" industries... With the recent flood of "market research reports" about electric bikes ("folding", etc.) I've basically given up mentioning them all? BUT, here's a "2nd tier" one?

China Cathode Material(NCM/NCA/LFP) Industry PEST Ananlysis and Top 14 Manufacturers in-depth Survey,2017 to 2020 forcast(updated 2017.7)
http://www.marketresearchhub.com/re...2017-to-2020-forcastupdated-20177-report.html

Starts:

Market size and sales

The cathode material output of China reached 161.6 kilotons in 2016, which increased by 43% on a YoY basis. The growth was mainly driven by a 60% output increase in power battery market. In 2016, the growth of China’s cathode material production value (RMB 20.8 billion in 2016, increased by 54%) was faster than its output due to the continuous pricing increasing.

The NCM&NCA output of China was 54.3 thousand tons in 2016 with a growth rate of 48.8%; production value increased over 60% to RMB 7.98 billion. It accounts the highest production value share in major 4 kinds of cathode materials. Q1 of 2017 still maintained a high growth posture with a 68% increase in production. The boom of NCM&NCA shipments were mobilized by the keen demand from China’s electric vehicle, electric bicycle and mid-low-end digital markets. It is estimated that by 2020 the demand of NCM and NCA in China will grow to 208 and 20.4 kilotons respectively on the basis of in 1kwh battery energy will consume 1.3 kg NCM/NCA.

8)

 

[LockH]

Hehe... That news about the new Continental mid-drive motor is catching attention:

(They say

Tech Investor News is an intelligent news aggregator for investors who want all their technology sector news in one, always-updating website. It is also the gateway to the TIN network of single-company news aggregators for the top 20 technology stocks.

Tech Investor News uses a process called Intelligent News Search which groups headlines into relevant categories using layers of complex filters. These filters are hand-crafted -- developed and continually updated by human editors -- making our headline results more accurate than typical aggregators designed to be 100 percent automated.

(URL filed as "Green Energy".) :wink:

Continental 48 Volt Electric Bicycle Products On Display At EuroBike Show:
http://www.techinvestornews.com/Gre...-bicycle-products-on-display-at-eurobike-show

 

[LockH]

Hehe... In news right now:

YAMAHA CORP. (YHA) Soars 6.15% on Sep 19

September 19, 2017 - By wolcottdaily

Shares of YAMAHA CORP. (FRA:YHA) last traded at 30.01, representing a move of 6.15%, or 1.74 per share, on volume of 20 shares. After opening the trading day at 28.49, shares of YAMAHA CORP. traded in a close range. YAMAHA CORP. currently has a total float of shares and on average sees shares exchange hands each day. The stock now has a 52-week low of 23.9 and high of 33.24.

Watt has nothing to do with their recent announcement about making electric bikes. [Cough Cough] :wink:

 

[Hillhater]

3 Oct: Bloomberg: Tesla Is Dropped by Climate Fund That’s Beaten 97% of Its Peers
Tesla Inc. is overvalued, according to a climate fund that has beaten 97 percent of its peers.
“We don’t see upside,” Thomas Sorensen, who manages the Nordea Global Climate and Environmental Fund, said by phone on Thursday. “What’s needed in cash flow generation to get to the current valuation — we don’t see that happening.”…
“It’s going to be a race to the bottom for the whole industry,” he said. “In this big transition period, it’s very tough to point out the winners and the overall profitability of the sector. The risks are too high.”…

 

[LockH]

http://www.nasdaq.com/symbol/lit/stock-chart

:wink:

 

[LockH]

(They say

4-traders.com provides financial news, investing tips, discussion forums, in-house technical & fundamental analysis, streaming live quotes from over 25 markets, dynamics charts including in-house indicators, real time information from Dow jones, Reuters, Business Wire and other feeds, an economic & financial calendar, state of the art decision making & financial tool: The Market Screener... The site also provides in-depth information on currencies, indexes, stocks, futures, ebikes, options, commodities, rates & bonds.

Fitvia : Electric bike sales are rising in Philly; they make commuting easier :
http://www.4-traders.com/FITVIA-COR...n-Philly-they-make-commuting-easier-25435419/

Starts:

Nov. 03--Much is riding on the Electric Bike Expo, a new extension of the Philly Bike Expo re-convening Saturday and Sunday at the Pennsylvania Convention Center.

U.S. sales have been falling in most bike categories, down 5 percent this year through September, reported the Bicycle Product Suppliers Association.

But battery-powered "pedal-assist" e-bikes -- which put the wind beneath your wings -- are bucking the trend and appealing to all ages.

With styles expanding, drive trains improving, and prices dropping, "they are one of the only growing sales categories" (along with bicycle motocross) "in bikes," said Brian McKinney of Advanced Sports International, the Northeast Philadelphia-based global-maker and seller of strong brands (Fuji, SE, Krestrel, Oval Concepts, Phat Cycles, Breezer, Tuesday) and proprietor of 106 Performance Bicycle shops across the United States.

8)

Goes on:

"European and Asian cyclists have been way ahead of us in shifting to e-bikes," McKinney said, with the category selling 3.5 million units a year. As of two years ago, ASI sold only one e-model in the U.S., and just one in 100 bikes sold domestically was electric. "But this year we have nine different e-bikes in our U.S. Fuji, Breezer and Tuesday brand lineup," he noted. Models now extend beyond touring bikes to multi-terrain and casual beach cruisers, with the latter, a coming-next-month rear-drive Fuji Sanibel, going for $1,399. ASI is bullish that U.S. e-bikes sales will collectively hit 200,000 units this year, and reach 500,000 + in a few years. And at Performance Bicycle shops, "we're looking to create a separate section for them."

Hehe... "citified fat tires"... :lol:

 

[LockH]

Hehe... Lately, "market research reports" have been flooding out about bicycles... with the "major growth category" being bikes with battery-electric assist... so much so that I can't keep up... have sorta stopped listing them all in ES Newz... BUT, as an investor (which I'm not) I'm watching "Second tier" industries? ... and while anything new in battery chemistries - higher energy density per weight - is "big"... today, here's one regarding bike BRAKES. With the theory being that bikes with motors and batteries are "heavier"... though when the weight of the rider and "stuff" carried as "cargo" is included... I'm not so sure... anyway.

(They say

Projecting the course upon which varied industries in the world would emerge in the coming years demands a comprehensive analysis of recent happenings that showcase the undertakings of local players as well as global industry leaders. The online web remains a vast expanse for sourcing industry news and market updates, but ends up delivering an ambiguous overload of information for common readers and subject matter experts, both. From the umpteen number of industry news articles that get published at any time of the day, selecting those that are ripe for factoring a reformative change in a particular industry – is not an easy job!

LANEWS earnestly bears this responsibility and serves millions of online readers with hand-picked news on multiple industrial sectors. Writers working for LANEWS are not only consistently updated on the designated industry, but have the prowess to identify stories that will have an enduring impact on the dynamics of that industry.

Bicycle brake components Market to Witness Widespread Expansion During 2017 – 2025:
https://www.persistencemarketresearch.com/market-research/bicycle-brake-components-market.asp

Hehe...

To Be Published : Jan-2018 | Status : Work in progress

... and grouped by Industry "Automotive". :lol:

 

[LockH]

Hehe... Speaking of "2nd tier" industries... and more specifically bike brakes...

(They say

QYResearchReports.com: One-Stop Solution to all Market Research Requirements

Our Strategic Imperative
QYResearchReports.com is an unimpeachable source of market research data for clients that comprise acclaimed SMEs, Chinese companies, private equity firms, and MNCs. We provide market research reports on various categories such as Ebikes, Energy, Chemicals, Alternative and Green Energy, Manufacturing, Machinery, Pharmaceuticals and Materials, and Glass.

Global Bicycle Brake Components Market 2017 Industry Research Report:
https://market.biz/report/global-bicycle-brake-components-market-2017/179526/#details

Includes:

On the basis of the end users/applications, this report focuses on the status and outlook for major applications/end users, consumption (sales), market share and growth rate for each application, including
Conventional Bikes
Electric Bikes (E-Bikes)