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Lead is less abundant than either lithium or cobalt and almost 5M tons of lead is mined annually. It must be a matter of separation processing.
https://en.wikipedia.org/wiki/Abundance_of_elements_in_Earth%27s_crust
I don't see those as issues. More of an indication that there is way more demand than product. I don't know anything about trucking so have nothing to add. I have seen convoy of semis carrying Tesla cars on I5 between Fremont and LA. I sense that Tesla will iron out any issues as they start using their own semis for transporting products. Range will not be an issue as there are plenty of extra battery power available from what they are transporting beyond the built in battery. It would be great to see one of the RV manufacturers build an eRV using Tesla's tech.
They drop off a loaner of the same model. Drives it to their service center and drives it back and take the loaner back. That is if the tech cannot fix the problem at your house or work.
Here is Tesla's maintenance package from their site. The article is obviously wrong, probably on purpose.
https://www.tesla.com/support/maintenance-plans
BTW - one of the S models owners is a fire captain for a large county. He loves his S and he is saving a lot of gas money because of a very long commute. His prior car was an old mercedes diesel and he liked driving big cars because he has seen what happens to small cars in accidents.
If it does cost 2000/yr to maintain the S and the X, I think I would have heard about it amongst my friends that combined, have 4 S and 2 X models. 3 of those friends I see regularly and every time I ask about their driving experience, it been positive with no complaints about maintenance issues or costs. There was one complaint from one that lives in an apartment where he offered to install at his own cost a charger and the apartment owner refused so he has to charge elsewhere. One just got side swiped so I will ask about the body shop experience soon. There are just a lot fewer moving parts to an EV so the numbers in the article are suspect IMO.
WOW. Solar and wind bids in Mexico both now below 2 cents per kwh. One month after middle east bids crashed through the 2 cent barrier. I just realized the most significant portion of my socal electric bill is for distribution and transmission. Not sure why those are separate line items.
https://www.greentechmedia.com/articles/read/the-worlds-cheapest-solar-is-actually-wind-mexico#gs.2niu5G4
Thx. Seems like a waste of money and time. What value is the market placing on OCA for NASH wrt ICPT?
Is increasing N from 2000 to 2370 an indication of over enrollment or requested by the FDA IYO? It could explain why the evaluation period is lengthened by 1 year, but it seems that stats delta going from 2000 to 2370 can't be significant. Any implications for the length of time required for ENTA's trial?
Note - they also added measurement of Conjugated bilirubin to the list of things being monitored.
CEO and CFO still have 3.6M and 2.1M shares + options exposure after their sales if recollection serves. Not an issue IMO. The biggest uncertainty is still system sales and ISRG is still the 800 lb gorilla in the space.
Mazor established their early adopter market before getting MDT to JV and so will Transenterix IMO. As for EU marketing prior to FDA clearance, there wasn't much going on as priority went to gathering clinical data from reference sites so most of the "marketing" folks were actually working with users in the clinics and sales were via work of mouth. Hospital administrators in the EU are not going to buy any major medical equipment that is not approved in the US. I challenge anyone to list ANY examples of successful major hospital equipment that is not approved for use in the USA.
Article on OPEC and shale oil production included comments from former COP chief economist that the US is essentially the only place with good shale oil prospect. Seems that almost every oil producing region has potential if resources were devoted to search for those basins, so I am not sure how the former COP chief economist came to such a view. One tell from the article is that Argentina and Canada are missing. Canadian shale oil wells are IP'ing in the thousands of BOPD. As good as any in the Permian basin. Argentina is doing pretty well too and the recent election results will help with increasing foreign investment despite Repsol's conflict with YPF.
https://www.bloomberg.com/news/articles/2017-11-23/opec-is-said-to-get-few-answers-on-shale-before-deciding-on-cuts
It was plain that unveil of the roadster prototype suggest Musk is hiding some battery advance beyond the 7.5%/year charge density improvement using current technology so the Bloomberg folks is right to question specs based upon current battery design. Musk has been very skeptical of battery breakthrough claims in the past. I won't want to bet against him not knowing his stuff. Toyota says they have promising solid state battery tech in development. My guess would be that Tesla already is working with the UTexas design and ahead of Toyota.
https://electrek.co/2017/08/03/elon-musk-hints-at-new-battery-breakthrough-on-the-horizon/
HCM related study on role of IL-11.
https://www.nature.com/articles/nature24676
If successful, seems like TRIL would be worth on the order of ARIA and MDVN range of valuation at takeout price. So 100X current EV with big uncertainty range.
Single port will have a role. Da Vinci SP has been approved for a while now. While do you think they are holding back or is the market just not there?
Some are here to promote titan medical. The same hasn't posted anything informative here since the stock was way below $1. This is pretty much a useless board if you want to do DD. The signal to noise ratio here is miniscule.
Here are some numbers for you. For a well oiled hospital robotics program using the Da Vinci, or around 7-8 procedures per week per robot, the savings in instrument cost switching to Senhance lap will be around $400K per year before factoring the higher productivity per robot gained via faster set up and ease of repositioning patients during procedure as needed (instead of converting from robotics to open). But first, there is the lap procedure market to go after so ISRG followers shouldn't worry yet.
That's just an average velocity. When Musk is working, it goes higher. And then it drops way lower or even negative when he takes time off. LOL.
Filling station of the future. This is just about midway between LA and SF. I usually make a pit stop here between LA and SF because of the convenient location. Model 3s are showing up more and more.
No No.. It is Alphabet ..... they are going to offer $1000000000 a share. And they are going to include Titan in on the deal too and they are worth 10X as much as TRXC easily.
The battery has to go somewhere. I thought your point was that Lutz is saying they just cramp in a battery that's 2.5X bigger and heavier.
Nope. The prototype has a smaller wheelbase than the S. About the same as a 3 if not shorter. It is basically a 2 seater. Rear seats have little leg room so more for baby carrier or small kids. Bob Lutz was at GM still when the first Roadster came out and he couldn't figure out how Musk managed to do it. He was playing tag along with Musk when the latter was going to car shows looking at what others were doing in EVs. Lutz maybe right that Tesla is just one of many to make commodity EVs. The big difference right now is that they don't have to lug along containers full of legacy ICE infrastructure/revenues and sunk costs associated with those plus dealerships.
Chanos has been much more consistent with his short thesis compared to WSJ which has been all over the map. Chanos applies the rule of thumb for auto companies historic Capex requirements to manufacturing ratio that equates to endless stream of capital raises. WSJ started out with their negative model S test drive review, followed by predictions of S manufacturing misexecution, followed by predictions of X manufacturing misexecution and now 3 manufacturing misexecution. Chanos also claims that Musk is a liar. I thought Mush was lying when he claimed he can land a rocket on a floating barge. Does Musk over promise? Sure. Is he a demanding boss? He better be given his goals.
I am currently intrigued by the new Roadster specs. The implications on battery density advances and cost/KW still hidden from view are huge. I expect the range of new S and X models will increase substantially by 2020 while cost remains the same if not lower.
I am glad I didn't short when WSJ gave their bad model S review as I was tempted. Ended my WSJ subscription, still have Barrons.
I was referring to share price only, not the odds for bankruptcy. I doubt very much they will get there unless Panasonic doesn't know how to build batteries in sufficient quality and quantity. That's a bad bet.
I have no dog in the fight currently and my guess is that you are probably right for the short term. How much of TSLA's EV do you attribute to cult status of Musk?
The bigger story yesterday were the semi trailers so there will be plenty of pain to go around. Having 15% lower cost immediately will be a strong motivation to adopt. Cummins and Paccar will continue to feel the pain along with the rest of ICE transport. We have all these car companies having R&D offices in the silicon valley for several years with very little to show for it. Look at the Cummins Etruck effort or the Porsche EMotion, awful (that goes for the bmw i3 and i8 too). And Mercedes complains about the lower profits to be had as they transition to EVs. It is the innovator's dilemma in action except there are very few innovations in the ICE world. Lots of short opportunities. CMI and PCAR are just the beginning.
Wow. The new Tesla roadster specs is something to behold. 620 mile range in a sports car package. 0 to 100 mph in 4.2 secs. quarter mile at 8.9 secs. Prototype numbers before final tuning. Sheeeesh !!!!! Pretty car too.
VW owns Audi so that means they will be skipping PHEV and going straight to EVs. 15 new EV models on the drawing boards already and going up quarterly. RD Shell putting in EV chargers in many of their EU gas stations. Fuel cells for transport looks bleaker by the day.
Are there any pure play fuel cell players besides PLUG? Do you have a listing. TIA.
It's complicated and even cardiologists don't completely understand it. Is it heart failure that eventually kills oHCM patients or is it usually an electrical storm because the patient didn't realise that there was an issue in the first place. The ones that are diagnosed early because of family history will typically get an ICD. I have seen that in action on a friend with oHCM that went into VT during exercise. The heart does what is necessary to provide sufficient blood and it will remodel accordingly so I am not sure what lowering/raising the horse power does in the longer term as the vasovagal response will compensate for the lower horse power. Seems like surgery is still the way out for oHCM. As for HCM, some scar more easily than others when heavy loads are placed on the heart. There will be electrical signals via arrhythmia and ectopic beats. The folks that are fortunate enough to be symptomatic to those things will get diagnose early and have a high probability of getting it treated. The asymptomatic ones will end up on the heart failure path. The above for people that exercise. And then there are a lot of other risk factors for non-exercisers and I am not sure lowering the horse power is really the answer for that reason. Lots of complexity.
Not enough details in the powerpoint slides to tell what happened to the heart patients. so my concerns remain on the late 2016 poster (461), ie how is reduced contractility and lower ejection fraction good for HCM patients? Sure gradient goes down because of less blood flow but that cannot be the lone metric or path for reversing fibrosis. Lets assume the positive and it works. Then the question becomes how long is a good for and whether it just delays surgery or alcohol ablation. I don't know if Entresto is being tried on HCM patients and if so, how that is working. Enalapril and other beta blockers have bad side effects but no good choices out there so I hope MYOK succeeds. 491 sounds interesting but again not enough details.
Do you have the abstract link? I can't find it in the AHA session. There is one on a wearable biosensor. I would also be interested in the paper or abstract relating to the August PR release regarding phase I results that supposedly showed reduction in NYHA classification for 7 of 10 HF patients. Much appreciated if you can point me to those.
I am getting my own in the garage. Not a big deal as the main panel is there. Family member had his done recently for his Pacifica PHEV, also not a big deal as the laundry room was next to the garage. That mini van is really nice and he says he gases up once a month now instead of weekly.
Finally read the whole article and it is well done and summarizes the situation well. It is all about Intuitive's Da Vinci since that forms all of the data used in the JAMA papers. For well utilized systems such as those in the Stanford area (Sutter Health, El Camino hospital for example), the cost savings of switching to lap-robotics from Da Vinci robotics would be ~$400K annually on instruments alone on top of time savings. That's one heck of a gradient. Senhance is the only commercially available lap robot (that is capable of using existing lap instruments and being able to reposition patient easily during surgery) for now.
Shell quickly implementing EV charging at gas stations in the UK and EU. The CEO laid out his views on the transition several months ago.
VW to skip PHEV completely and go straight to EV. 15 EV models planned so far. Working with Quantumscape, a stealth mode battery company based in San Jose.
https://blog.caranddriver.com/plug-in-hybrids-pah-not-from-volkswagen-in-america/
TRXC - Stifel presentation 25 min followed by 15 min Q&A has more details on instrument set road map. 3 mm microlap instruments being release this Q in EU. Submittal for lap hernia and lap chole to be submitted in early Q1 2018. I am used to analyst (Wise) being fairly subdued so his gushiness is a little over the top for me. Relax Rick, take a deep breath.
slides - http://files.shareholder.com/downloads/AMDA-29PLRN/4722030975x0x964120/A22172D2-BE4D-4A6E-8E9D-83B16F643272/2017-11-14_Stifel_FINAL.pdf
CC - http://wsw.com/webcast/stifel10/trxc/
You need to ask yourself this question. If mzor captures 100% of the scoliosis surgery market, how many procedures will they get? I have a number. I would be interested in what you find.
TRXC - first USA sale. I wasn't sure if the P/O is for the system already installed at the Nicholson Center back in August for clinical research (presumably given by TRXC). The following sentence in the PR indicates that this is a new system so there will be 2 ORs with the system. One for training and one in a regular OR.
"The Florida Hospital Orlando campus will be home to the first commercial unit of the Senhance Surgical System to be installed in the United States."
http://ir.transenterix.com/releasedetail.cfm?releaseid=1048451
Not much help from me. Had it under $10 and sold in the teens for a small profit. Scoliosis surgery is a relatively small market in the overall market related to spinal procedures. MDT is a good marketer so the JV is good thing for adoption. There is potential for disruption from cheaper approaches that should be just as good.
My question was regarding prior guidance on automation. Fishel said they are ahead of previous guidance. Can you point me to presentation that gave that previous guidance. They still seem to be rolling the rock up a long hill wrt to adoption.
MYOK - Phase 1 poster presentation from a while back linked below. I am scratching my head and wonder how in the world the results can be interpreted as positive. Sure pressure gradients went down but look at the drop in LVEF, that would be a disaster in HF patients. The phase 1 cohorts are fairly healthy to begin with with average 65% LVEF to begin with so they can handle some drops in LVEF. This is not something you want to fool around with HF patients. You want LVEF to increase so that the heart have a chance to recover from levels that are usually much lower than 65%. Typical range is 20-40%. If one has oHCM, there is septal alcohol ablation which works well in dropping pressure gradient to normal range without hurting ejection fraction.
http://www.myokardia.com/docs/MyoKardia-Phase-1-Data-AHA-2016-Poster_web.pdf
You have been posting that ad nauseam and it is even less likely in short term because the company has ample $100M cash to get sales on track. If there is going to be a sale, my guess will be SYK which already took out NVDQ. TRXC is not looking to be sold, for now.