"Small modular reactors wonโt achieve economies of manufacturing scale, wonโt be faster to construct, forego efficiency of vertical scaling, wonโt be cheaper, arenโt suitable for remote or brownfield coal sites, still face very large security costs, will still be costly and slow to decommission, and still require liability insurance caps. They donโt solve any of the problems that they purport to while intentionally choosing to be less efficient than they could be. Theyโve existed since the 1950s and they arenโt any better now than they were then."
https://cleantechnica.com/2021/05/03/small-modular-nuclear-reactors-are-mostly-bad-policy/
Interesting article I came across today about an American company that recently implemented DM's products in their business, retweeted by Ric on Twitter. TLDR: 'Production costs and lead times cut by as much as 80%, + on-demend production leading to a reduction of 50% in part inventory after implementation of DM's ShopSystem.' Also some remarks about energy sector giants (Royal Dutch Shell and American Petroleum Institute) starting to adopt AM. Short read but definitely interesting to read about user implementation of DM's products!
Cessna 172***
My Proof: There is a little 'Hi Reddit' if you scroll down to the footer of our page - ptoyly-. Here's our warehouse and toy Tiktok account
I run a small electronics recycling business (itโs not big enough for me to hire an actual accountant yet). Part of the business model is to take a unit, then disassemble the parts and sell them individually. However, Iโm uncertain how to account for this in cost of goods sold since itโs disassembly rather than assembly. Should I just equally divide the value of the original unit to each individual component when calculating cost of goods sold, or another method? Additive manufacturing is much easier since youโre just adding the costs of the raw materials together, but this is different. Part of the problem is that certain components are sell for more than others, so a higher value component would be perceived as more โprofitableโ.
What would you recommend to calculate this?
Fisker claims to sell the PEAR SUV for $37,500 ($30K after tax credit) which Foxconn will manufacture for them. This is cheaper than most EV SUVs manufactured by the big car companies. Fisker is expecting to produce 150-250K cars in 2022. This means that Foxconn can bring down the manufacturing costs way down better than if Fisker manufactured by themselves. Foxconn profit margin is a single digit, and with mass production, it seems costs are reduced not increased when using Foxconn.
Now for LMC, does this mean that the Endurances can now cost less if they can go for 60K trucks / year initially with Foxconn? LMC raised the price for the Endurance from $52.5K to $55K. I guess now with Foxconn, it might go down again to probably $50K.
What do you think?
๐ท DD Research from HawkEye1000x
Analyst Amit Dayal of H.C. Wainwright has been way โahead of the curveโ with his forward higher price targets. His current $PLUG Price Target is $78.00 per share.
The last big move up saw $PLUG print $75.49 per share in January of 2021.
During 2021, investors are seeing PLUG POWERโs Electrolyzer Manufacturing Business expand exponentially worldwide with estimated growth at 400% YoY. As of today, I view PLUG POWER as fundamentally transformed, much stronger company as the core business expands and PLUG POWER also expands into New Markets which fill-out their โTotal Turnkey Hydrogen Solutionโ for End-User Customers.
I believe $PLUG will likely make another big move up to $100.00+ on the next run! I sense it... Thus far, itโs been a slow melt up โ> but, the higher up the chart, the faster the move up to print New 52-Week Highs.
Itโs just a matter of time before the strategic growth plans are delivered & bullish news is announced before the EOY 2021.
Longer term, within the next 10 years, I see PLUG POWER printing a 50%+ CAGR to reach $1,100.00+.
STRONG BUY on $PLUG ๐ ... This is just โThe Beginningโ ... Letโs Roll into New Markets !!!
More DD Research on the business of PLUG POWER at: r/PLUGgreenhydrogen
Full Disclosure: I own 16,271 shares of $PLUG. I am not a Financial or Investment Advisor; therefore, this message should not be construed as financial advice or investment advice or a recommendation to buy or sell $PLUG stock either expressed or implied. This message includes my own independent research and forward projections. Do your own independent due diligence research before buying or selling $PLUG or any other investment.
Analyst Amit Dayal of H.C. Wainwright has been way โahead of the curveโ with his forward higher price targets. His current $PLUG Price Target is $78.00 per share.
The last big move up saw $PLUG print $75.49 per share in January of 2021.
During 2021, investors are seeing PLUG POWERโs Electrolyzer Manufacturing Business expand exponentially worldwide with estimated growth at 400% YoY. As of today, I view PLUG POWER as fundamentally transformed, much stronger company as the core business expands and PLUG POWER also expands into New Markets which fill-out their โTotal Turnkey Hydrogen Solutionโ for End-User Customers.
I believe $PLUG will likely make another big move up to $100.00+ on the next run! I sense it... Thus far, itโs been a slow melt up โ> but, the higher up the chart, the faster the move up to print New 52-Week Highs.
Itโs just a matter of time before the strategic growth plans are delivered & bullish news is announced before the EOY 2021.
Longer term, within the next 10 years, I see PLUG POWER printing a 50%+ CAGR to reach $1,100.00+.
STRONG BUY on $PLUG ๐ ... This is just โThe Beginningโ ... Letโs Roll into New Markets !!!
More DD Research on the business of PLUG POWER at: r/PLUGgreenhydrogen
Full Disclosure: I own 16,271 shares of $PLUG. I am not a Financial or Investment Advisor; therefore, this message should not be construed as financial advice or investment advice or a recommendation to buy or sell $PLUG stock either expressed or implied. This message includes my own independent research and forward projections. Do your own independent due diligence research before buying or selling $PLUG or any other investment.
