Search found 533 matches

by PeterGray
June 16th, 2019, 10:21 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Tanker attacks!
Replies: 22
Views: 539

Re: Tanker attacks!

Your viewpoint clearly puts you on the side of the Mullahs. That's clearly nonsense! People are urging caution, and saying that jumping to conclusions is not in our, or many people's, interests. "Taking sides" in the Iraq war didn't help anyone, it didn't stop it being a disaster. The UK ...
by PeterGray
June 15th, 2019, 7:05 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Tanker attacks!
Replies: 22
Views: 539

Re: Tanker attacks!

I don't understand the desire to defend the Iranians by some people here. You should certainly not read my post as a "defense" of Iran (or I'd think any others). There's plenty wrong with Iran, but other nations are not blameless either, and it is essential that any response is cautious a...
by PeterGray
June 15th, 2019, 8:47 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Tanker attacks!
Replies: 22
Views: 539

Re: Tanker attacks!

The Saudis are certainly quite capable of doing something like this if they thought they would benefit. They have clear form. And they would see clear potential benefits - higher PoO, possible regime change in Iran - their worst enemy and largest power block in the region. I hesitate to jump from th...
by PeterGray
June 15th, 2019, 8:40 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

If I had a choice between exciting but not yet fully smoothed & polished and a reverse situation of boring yet smooth & polished I would choose the former I'm sure you would, and many others too. However, the really big markets for cars are reliable shopping trolleys - get you to the superm...
by PeterGray
June 14th, 2019, 9:04 am
Forum: Macro and Global Topics
Topic: Peak Coal in China: the tipping point is reached.
Replies: 24
Views: 411

Re: Peak Coal in China: the tipping point is reached.

An ICE is a physical originator of mechanical power - extracting mechanical power from thermal energy. An electric motor is simply a power converter, converting already existing (electrical) power into mechanical power. But the energy behind the electrical power being converted has to come from som...
by PeterGray
June 12th, 2019, 8:26 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Imho the transition to electric is now inevitable and the only questions are the time scale and how to make money out of it.

Well I don't really disagree with that - though I think we might disagree on timescales!
by PeterGray
June 12th, 2019, 3:32 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Sure it will be expensive but there is £39 billion that might be waved in front of voters faces. Yes but the £39bn is payable over something like 60 years, a significant part is pension liabilities, so there is no £39bn to wave around, and no sane Tory leader will end up refusing to pay our obligat...
by PeterGray
June 12th, 2019, 11:47 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

The costs of providing induction charging in all car parking spaces, or on motorways would be massive. There are enough problems, both costwise and in practical terms of providing basic at home charging for the very large numbers of car owning households who live in houses with no off road parking, ...
by PeterGray
June 11th, 2019, 11:43 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Most of this article shows that a small economy vehicle can go further than a large luxury vehicle

Not sure that Jaguar would be entirely happy with a description of "small economy vehicle!"
by PeterGray
June 8th, 2019, 10:20 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 595
Views: 93879

Re: Hurricane Energy (HUR)

Great post dspp, My main disappointment from the AGM was that the timescale they are suggesting to full listing is slower than I had expected/hoped. I can understand why and I think my, and others expectations in that respect were too optimistic on timing. But, as you suggest, being AIM listed does ...
by PeterGray
June 4th, 2019, 9:53 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Modern design is about quality, not quantity At present it's far from clear that Tesla can produce at the quality that's going to be needed to be a sustainable business while at the same time producing in sufficient quantity to be profitable. Those boring European and Far Eastern "old auto&quo...
by PeterGray
May 29th, 2019, 9:35 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

I'd agree, dspp, that battery shortages are likely to be a key issue for those expanding EV production, Tesla included, and there Tesla appear to have an advantage. However, I find it hard to disagree with the final para of Bobby's original quote: Tesla’s worst enemy is Elon Musk. The serial entrepr...
by PeterGray
May 21st, 2019, 9:50 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

The use of super capacitors to give enhanced acceleration is currently on going for various performance vehicles making it very likely that it will be possible to build EV with performance figures beyond what ice can achieve. No doubt there are niche markets where provision of high levels of short ...
by PeterGray
May 12th, 2019, 9:04 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Musk keeps trying to justify himself, or excuse his more outrageous remarks, by effectively saying you shouldn't take anything he tweets seriously. It's good to see he's got called out here. But it is truly remarkable behaviour from CEO of a what claims to be a serious car manufacturer.
by PeterGray
May 9th, 2019, 2:38 pm
Forum: Brokers and Share Dealing
Topic: "Source of wealth information" requested
Replies: 62
Views: 2527

Re: "Source of wealth information" requested

I think I just put "savings and investment returns" down when I had to fill one. I can't see anyone coming back for more.
by PeterGray
May 3rd, 2019, 5:29 pm
Forum: Brokers and Share Dealing
Topic: "Source of wealth information" requested
Replies: 62
Views: 2527

Re: "Source of wealth information" requested

I had to do this once. I replied with a letter outlining in broad terms where my loot had come from, with no documentation and that was the end of the matter.
by PeterGray
April 30th, 2019, 10:28 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Fascinating graphs, Bobby. Thanks. Interesting to see confirmation that, while EVs do outperform ICE equivalents at current electricity production balances, the lifetime gains on CO2 are in fact pretty small. Certainly a lot smaller than we might be led to expect by many! Of course, if you looked at...
by PeterGray
April 26th, 2019, 1:36 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

An alternative would be some cash injection from SpaceX into Tesla

Surely that's not likely? They were reporting a loss in Nov, and looking to raise $750m debt. I can't see SpaceX having spare cash lying around.
by PeterGray
April 25th, 2019, 3:51 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

I think dspp's reasoning on roof tiles is hard to argue with, I can't see much future in that approach. However, with moves, more in some countries that others, towards factory built, assemble on site houses, it's not hard to see premade roof panels, made to fit for a specific situation, becoming av...
by PeterGray
April 23rd, 2019, 9:18 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2523
Views: 76544

Re: Musk endeavours

Can this be true that the total CO2 emission for the life of an EV will be greater than some diesels! http://brusselstimes.com/business/technology/15050/electric-vehicles-emit-more-co2-than-diesel-ones,-german-study-shows John Yes, clearly it's possible. "When CO2 emissions linked to the produ...

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