Learn how your comment data is processed. Million-Mile Batteries? How Does The 12 Million Mile Battery Work? Finally, adjusted free cash flow rose to 20.7% of net sales, or $136.4 million. Financial Market Data powered by FinancialContent Services, Inc. All rights reserved. However, the markets did not pay much attention to its vow to grow the network by about fiftyfold in the next seven years (now five years). A million-mile battery does not mean you can drive a million miles between recharges. Currently, Switchback only has one analyst covering it on Tipranks, offering a $50 price target. So, Nio drivers may upgrade their current EV or switch to a battery lease that includes access to the new battery as well. But it didnt gain traction until more than 30 years later, when Intel revolutionized technology with the invention of the MOS transistor, putting it in all devices we now use. All told, Bloomberg projects battery power to double six times by 2030., So I guess if those partnerships are giving us the chance to ride that market surge, then he could be referring to investing in the partners. Paul Mampilly is an investment analyst and a former hedge fund manager. So, you may want to buy this name instead of other solar energy companies. This company isnt Tesla or any big company youve heard of. massively by 635%. Thats because the battery is compatible with the current EC6, ES6 and ES8 models. As mentioned earlier, the pitch by Paul Mampilly was about a new and improved battery that is meant to lead the energy revolution. Therefore, Samsung stock will become an even bigger player in the EV . Tesla and the Chinese market. Ray Blanco, whose teasers we have covered here in the past, see: Is the editor of several newsletters, including. Before their innovation, chips were made for one computer at a time. This technology is spreading at such a breakneck speed that it will go from powering a few homes last year. In fact, the company estimates that Original Equipment Manufacturers (OEM) have committed some $300 billion to electric vehicles. Unfortunately, the much-anticipated partnership between Tesla and NOVONIX never came about. The report will provide you with more information on the following: You can only gain access to the special report by subscribing to Paul Mampillys newsletter research service, Profits Unlimited. The 12 Million Mile Battery is the title of a video presentation that was recently released by Banyan Hill Publishing in which Paul Mampilly talks about the new energy market and how investors can make money by investing in a relatively unknown company that is set to dominate the it. Whats the investment Mampilly is hinting at? Is Manganese X energy in Canada going to produce long lasting batteries? Bloom is a fuel cell generator company, their installations are very large and consume some sort of fuel (usually natural gas, if I remember properly), not really batteries. Whats the switch in this bait and switch pitch? The suitcase is a metaphor for someday batteries will get to that size, and some folks say theyre getting close in the lab. Introduction to The 12 Million Mile Battery, In the video, Paul really goes into how we are about to witness a completely new era in the energy industry, one that will usher in the fourth Industrial Revolution. What are your thoughts on the multan metal batteries? This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. 1 way to profit in the meantime: My No. Please do not use personal information (like your email address) in the text of your comments. I dont know enough about the business to judge whether their aramid separator is better than other technologies. The Amperex Technology that invested in Sila Nanotechnologies is much smaller, and has been owned by Japans TDK since 2005 (TTDKY is the US ADR). He quit the flashy life of a hedge fund manager to offer investment advice to retail investors, or Main Street investors as some people call small traders. so this would be a long-term buy and forget about it kind of opportunity if you do decide to take a flyer here. The 12 Million Mile Battery is the title of a presentation published by Paul Mampilly in which he touts a company behind a super battery that he thinks will change the energy industry this coming decade. "Imagine a 'superbattery' that: Charges in eight minutes not hours. Daimler is their biggest partner and their biggest investor but even if Daimler had put up all the cash in the investing round they led last year thats still only a $170 million investment. More specifically, the system has three storage units and is capable of 10.1 kilowatt hours of capacity. According to his bio, Blanco spends most of his time scouring the market for the next big thing and so far has successfully picked several stocks that have skyrocketed by more than 1,000% within a short period of time. Thanks for reading! In general terms, A lot of SPAC warrants are just illustrating the flip side of leverage. Right now, the company has more than 190,000 members and over 24,000 EV charging stations (Slide 5). This company is banking on that. Plus500. Well, aside from NOVONIXs specialized field of operation and research, Chris Burns, the CEO, and co-founder of NOVONIX is a former Senior Battery Research Engineer at Tesla and together with Admiral Robert Natter who acts as the Executive Director, they run the company together. And thats just one of the many investments that Daimler (and pretty much all car companies) have made in new technologies over the past decade in new battery and EV technologies most car companies are hedging their bets with lots of partnerships and early-stage ventures. commons are not going down but the warrants are going down drastically? Maybe. He has taken ETN out of his portfolio but does have STEM as a buy. credited for having developed the first million-mile battery and the technology behind it. Then graphenes. Please see our privacy policy, terms of use, and affiliate disclosure to learn more. 1 Energy Revolution Stock Pick, has changed. He wants you to invest in the obscure Californian company because he believes that it is going to be the perfect stock for the future of this energy revolution. And that has certainly made them more popular with investors, the stock has doubled since early 2020, despite having no revenue or earnings growth to speak of over the past five years. Whats more, its earnings per share (EPS) of 37 cents was a big improvement from 7 cents a year earlier. I really thought this discussion would lead to NDB. Every investment carries some risks i.e. And this leaves the outer layer of the batterys electrode untouched and undamaged. That doesnt stop Mampilly from doing the ultimate FOMO littany (or, if you want to be more nuanced, the ultimate survivorship bias temptation) by implying that this one small innovation is going to lead to the next General Electric or the next Standard Oil, And just as Rockefellers refinery launched oil to the top of the energy market, Decades after the discovery of kerosene, And just as Edisons filament made the light bulb the worlds No. Last on my list of battery stocks is Enphase, a company that offers the Encharge 10, an all-in-one AC-coupled storage system. STEMs profit margin has decreased (-108.8%) in the last year from (-368.1%) to (-476.9%). Before the electric battery storage sector returned high-powered gains for readers, investors needed to endure a long period of underperformance. A year ago free Kiplinger letter recommended SUN RUN under $10. That gigacity aerial photo they use in the teaser ad is from Fujian province, China, focused on the Contemporary Amperex Technology Ltd. (CATL) headquarters and manufacturing complex thats a Tesla supplier now, and is one of the major manufacturers of electric vehicle and larger storage batteries in the world (Wikipedia says theyre smaller only than Panasonic and BYD, the Wall Street Journal says theyre the largest manufacturer of EV batteries I dont know how youd prefer to measure, but Ill stipulate that theyre really big). I had not heard of this stock before, but will research it further. The 12 Million Mile Battery Stock And the best example may be Applied Materials the worlds No. It looks like its available at that ticker through the Hong Kong interchange with Shenzhen, but thats not something small investors should dabble in lightly (Ive invested in other Chinese companies through that interchange, using Interactive Brokers, but you have to stick to 100 share lots, there are restrictions, and theres often not much liquidity). But this engineer has redefined the very chemistry of the battery for the first time, pushing the old lithium ion battery aside, And created a superbattery by incorporating this technology: this jar of black powder, The basic idea is that Berdichevskys company came up with a way to use more silicon in the battery anode, and that this can boost efficiency because silicon can handle much more energy density than graphite the challenge has been that if you use too much silicon, the battery gets damaged by the expansion and contraction of the silicon molecules and wont last as long. Blancos teaser has been around since January of this year and he teased an event that took place on January 20, where Musk was supposed to talk about his plans for Tesla, and innovations in the field of battery life. an article about Sila Nanos funding round a couple years ago, good Wired article about Berdichevsy and Sila here, good Quartz article here from last year about the general trends in battery development, Daimler is their biggest partner and their biggest investor, working with Sila Nanotechnologies on battery development. But again, while that is another push in favor of large energy storage projects, increasing grid storage and distributed battery storage was already a generic trend before that 2018 FERC order and there are lots of companies involved in making batteries and energy storage systems now, so what is Mampilly touting? It will also lift unit sales as prices for electric vehicles fall. Electric Vehicles, Mobile, Scaling Science; . Conoco Phillips a couple weeks ago bought a big stake in NVNXF. Government is the one reason we become less efficient. Is something changed for SPACs? So, although battery companies that do not have a product on the market yet can be speculative risks, readers may want to add them to the watch list. If you would like to learn more about the future of the energy revolution, you need to get your hands on a report by Paul titled. In the second year, the fund was named the worlds best by Barrons. Bloomberg, "A Million-Mile Battery From China Could Power Your Electric Car," June 7, 2020. Eaton is an industrial conglomerate born before World War One, started with an idea for a new truck axle, and they now make everything from modular office furniture to golf grips, but they are focused on their large power management business 95% of their sales are from their electrical and aerospace divisions, and theyre really trying to brand themselves as a power management and storage company. And theres hefty competition for instance, Tesla (NASDAQ:TSLA) has more than 17,000 superchargers worldwide at around 2,000 charging stations. 5. In a marketing event that took place earlier this year, investment advisor Ray Blanco talked about a million-mile battery stock that is said, Amongst all urgent calls to action and over-excitement used to describe. The opportunity of this stock lies in the fact that, back in January, before the big Tesla event, the mystery companys shares were still selling for $2, but once a partnership with Tesla would have been made public, investors would have rushed to buy it, which would result in an increase of up to 1,000% in the stocks price within mere weeks or months. Tesla recently announced the coming "1 million mile battery" shocking the world. Nobody likes the government when tax time rolls around, but those same people are lining up for subsidies and crying about subpar roads and services. They have a familiar-sounding 2025 production goal, having just raised another $590 million in January that they hope to use to build their first factory, with production beginning in 2024 and products including their battery technology on the road in 2025 (thats essentially the same timeframe for every electric vehicle or LiDAR SPAC weve seen over the past year, including Quantumscape (QS), the other high-profile new battery chemistry company thats trying to build solid state lithium metal batteries). Its happening in Alabama, Utah, even Texas. Go with breeder reactor technology. That is a potential 20,300% market surge.. Given the lack of coverage, investors should consider waiting for the price to settle before starting a position in this pick of the battery stocks. The million mile battery suddenly makes EVs the preferred choice for fleet operators (taxis, hire cars, deliveries, trucking etc) and the cheaper/fast charging batteries mean that by 2022 we should start to see EVs reach price parity with conventional cars. "The pandemic may have a . The Profit Wire by Dave Gonigam [Unbiased Reviews]. Lithium ion batteries and battery backup systems have come down in cost even faster than solar panels in the past decade, so its becoming more and more rational to build your own solar utility its almost certainly cost effective if you get subsidies from the government, but in many cases it works out pretty well even without subsidies now, though bigger is usually more efficient. The first 1000 customers can subscribe to the newsletter at a discount. Another very minor investor, from the early round where Amperex put up some money, was the big German industrial conglomerate Siemens (SIEGY, SWAMF), but theyre huge and batteries and associated power systems make up a very small part of their overall business. True, the demand for those commodities has the potential to grow meaningfully as electrification continues, and I have some investments in those areas (mostly royalty companies) but commodities are inherently low margin, and its tough and capital intensive to ramp up a miner into a big business software you can sell to each new customer at no added cost, but every pound of copper has to be dug up and processed, and every pound of copper is going to sell for essentially the same price. Im not convinced that the battery arrays are sufficient to replace the nat gas plants. (took 3 weeks to do the split). It seems to be ahead of QS, and its stock price is pretty beaten up after lots of shorts and dilution. It did exceed 1000% in about a year of January 2020. Not anytime soon, would be my estimate. No doubt the tech will revolutionize how we live if it becomes available and easily accessible. Yet, few know his name or the new company he founded. His energy innovation is so powerful it can send a Tesla cross country without charging FOUR TIMES. Fortunately, the battery market is still benefiting from a major shift in EVs. Why did we rip up much of our rail system to replace it with highways? Plus, as Blink notes in its presentation, the 100-plus battery EVs coming to market by 2024 will certainly drive demand for its products (Slide 3). And heres a bit from an email I got from Banyan Hill, introducing Mampillys ad: Thanks to a former Tesla employee, one of the companys Original 7 beat Tesla to the punch. Please log in again. It has been growing on SPAC trees for those kinds of stories over the past nine months or so. So whats the story here? I should mention that scientists and engineers are progressively working on the problem, but until they make major breakthroughs, we are still stuck with relatively unreliable batteries. ERAMET S.A. (ERMAF) Stock Price, News, Quote & History - Yahoo Finance U.S. markets closed ERAMET S.A. (ERMAF) Other OTC - Other OTC Delayed Price. Is the editor of several newsletters, including Technology Profits Daily and Penny Pot Profits. However, Nios strategy for the new batterys release maximizes customer satisfaction and profitability. One imagines that the Banyan Hill lawyers carefully checked to see whether in the coming weeks has a legal definition. Battery-powered cars will swell to 8.1% of all sales next year in China, which accounts for the largest share of global EV sales, and to 5% in Europe, BNEF predicts. Nuclear power is one of those technologies that could be substantially improved upon with the latest generation of smaller modular reactors and potentially with newer technologies like molten salt reactors. Its offerings include buying and selling patents and bonds, granting of licenses for the use of patents and financing of companies in which the firm holds, and other related activities. The battery will allow an EV to travel up to 500 miles on a single charge and includes a cycle of more than 1,000 charges. Based on those metrics in the chart, this pick has a fair value of over $221. After logging in you can close it and return to this page. Above, Tesla CEO Elon Musk . That first one, the California company, is the company you cant invest in, the one that has everyone all lathered up with excitement but it might be that the second one, what hes calling his No. Also, some companies with a network of electrical storage solutions are in play here. This company created a microscopic shell made out of silicon that holds the atoms inside. The best part is I had forgotten till you mentioned it and checked today. It just took a few extra months to start taking off. Sean Szymkowski It all started with Gran Turismo. Agree with everything, except for the rail system, unless youre just referring to the cargo trains. It has the technology that, for the last three decades, accelerated chip adoption at an exponential rate. That includes short-term assets of $81.8 million that are well-above the company's short-term and long-term liabilities of $10.7 million and 11.7 million, respectively. Moreover, as shown below, ENPH stock scores well on both quality and growth. This is a tease for Mampillys entry level mass-market newsletter, Profits Unlimited ($47, renews at $97), so you can be pretty sure hes not talking up a penny stock or something thats difficult to trade, but lets look a little more at that California company and the big picture technology story Mampilly builds this ad around the notion that the future of energy is cheap and renewable because of battery storage, and starts it out with the brand-name connection to Tesla (TSLA). It is designing a battery that can possibly cause a massive 20,300% market surge in battery power in the next decade. The presentation sounds similar to his Ocean of Untapped Energy pitch. So yes, Sila Nanotechnologies is indeed hoping to roll out some supply for smaller batteries this year, using their silicon anode technology in things like mobile phones and get into bigger stuff over the next five years. In his latest pitch, he wants to recruit new members to his Profits Unlimited newsletter, whose subscription fee is usually $199 although hes willing to let the first 1,000 new members to join for $47. As the EV market matures, vehicle suppliers need to differentiate themselves from the vehicles features. Bloomberg NEF expects prices to cross $100 by 2023 or 2024 and $60 by 2030 . However, developing such a revolutionary product doesnt only take time but also precious investment capital. I just read about a $6 stock that Musk is supposed to buy the company for its patent on the million mile battery. Now its price-to-earnings multiples are at unfavorable valuations. Earlier ads referenced three companies, but thats no longer the case in this version though he does imply that perhaps investing in some of Silas partners could be part of the theme: This technology is protected by 100 different patents giving this ex-Tesla employee, and his little-known company, the KEY to unleashing it all. Microvast designs, develops, and manufactures lithium-ion battery solutions. I totally enjoy the thorough research using the clues as well as the subtle humor throughout, and thank you for finding the stocks for us to consider. There is also Solid Power, backed by Ford and BMW. And yes, though we would all like this to move more quickly, the super-batteries that we hope will be enabled by Sila Nanotechnologies silicon anodes are not going to be mass produced anytime soon they hope to begin really producing their anode materials at commercial scale in about four years, and its not unusual for new ventures to take much longer than initially hoped to start up. As always, you should do your own research before making any decisions regarding anything mentioned here. Relatively new letter in 2016, priced as an entry level letter, with goal to "get in on the ground floor in innovative companies that are just about to see explosive growth." Eaton (ETN) makes up 8.5% of GRID ETF, both have outperformed the SPX significantly since pandemic has started. Great analysis as usual. And its partnered with several companies that are employing this technology in their devices, giving us the chance to ride a potential 20,300% market surge from the ground floor. There are a thousand similarly promotional mining juniors trying to pitch themselves as battery stories, the vast majority will just spend shareholder cash and change their focus whenever the hype cycle changes. Independently owned and not on anyone's payroll, here at Green Bull Research we do our darnedest to shed some light on the misleading investment opportunities out there. The No.