Its good to end this year knowing how profitable trading has been so far and mostly when it comes to bitcoin day trading....... I would boldly say this here, you can't be profitable and successful hoping on hodling alone and waiting for the market to skyrocket......"Day trading" still remain the very best way to accumulate and grow a strong portfolio when it comes to crypto.. All praises goes to Dario daily signals and guidance for the well analyzed predictions given to me!!!
I am so glad you did a video on them!!! Hopefully, this initial scaling of Freemont will prove out and then roll out to their Colorado facility. They are focusing on AIR TRAVEL first to focus on profitability and then will move down stream!
Well, at $4 a share a 100 shares would be only $400. However, if a stock loses two thirds of its value it's a good indication that they may be having issues. I've been actively trading in the market since 1992 and have learned a lot. The one thing I learned above all else, is the market is fixed and the public will always be the last to know the truth of what's going on. Generally, if a stock is down by this large of an amount the people in the know are not buying. I would be careful with this one.
Lots of insider selling and dilution coming as well. Market is only going to reward EV for this company…not airplanes built to blow up for a few thousand dollars a battery and pseudo satellites. It’s just a very limited market. If they prove out cycle life it’s a game changer but then they also have to prove out cost. Remember, Tesla owns the market and they make money off cheap batteries that can supercharge. Density is not a major issue. Only thing that matters is fast charge. But cost of battery is what is the main driver above even that. Those costs are dropping significantly by the year. 200 cycles is the norm for them. 1200 is the best they have done and that’s VERY questionable
Well the Electric Viking is now a major player, as your report has seemed to moved the market. I decided to invest after seeing today's 20% (and counting) gap up. You have excellent coverage. Thank you. Blessings to you and your beautiful family. ❤️
Snap sweet. My son was to busy a the time to follow my take a punt and lost out on the first 20% gain but has bought some anyway. Battery is high risk though. Everyone is trying to make a better battery. Hit the right one and $$$ hit the wrong one 000 Viking also said BYD a while back and I skipped that for no good reason - but it went way down afterwards. Bit of luck always helps
$AMPX is up 60% in the 2 days since the Electric Viking's release of this video. By all means, keep talking Mr. Viking! Nice find! As Warren Buffett says, investing is largely a game of turning over more rocks than your fellow investors. Your channel is the best in class. 🌟
You should also make a video of HOW would all these si anodes get their silane gas from…. OneD, Group 14 and Sila nano has co located in Moses Lake, just next to REC silicon(RECSI) Amprius has mentioned RECSI in its report. This norwegian company has the largest container fleet and market leader in silane gas, which ALL these anode companies need… Mcap is just 0.5 busd… If all these companies is going to mass scale they need to expand alot cause RECSI is the only provider in US to deliver these volumes in the beginning. Silane gas going to be the new gold… Not only will this company be a major player delivering to these battery anodes, but also have one of the biggest factories to supply to semi market and solar. That means 3 megatrends in the years to come!
Sam, I have so many questions that you have not covered here. What is the expected cost per Kwh for the Amprius battery when it comes out at scale? What is the expected industry standard cost per Kwh at that date? What is the expected degradation rate when the battery is discharged/recharged? How many cycles can it handle before being unusable as a plane/car/bus battery?
1000 miles = 1600 kms, 16 kWh per 100 kms consumption means the battery is 256 kWh capacity. 80% is over 200kWh. 200 kWh in 8 minutes, plus charging losses, would require 4 Tesla semi truck superchargers all running at full output, all charging the one car battery at the same time. In other news, Tesla releases low cost compact modular nuclear reactors for the masses, to conveniently charge your new Tesla Model FFS, in the comfort of your own home.
I watched many interviews and read many reports. None of the discuss the longevity or cycle life of Si-anode battery, as if they are trying to evade the subject. I read an independent study that they can only cycle about 100 - 300 times before swelling problems hit. they probably can improve on this figure, but not by much at least not even close to the current LFP batteries.
Someone that actually does DD! The problem is the current battery architectures cannot support this. It’s a material company. One that Solid State is far superior with an easier, but still difficult, path to both solving the problem and scaling the solution. Yes the only batteries they have sold are for planes that are built to blow up or glide at very low speeds…roughly sold to a 200 cycle spec again at low discharge rates. Solid state can do that today but doesn’t care to sell to this market. The winners in this space will be architecture and that’s Solid State or something like and Enovix if they can ever break out of the consumer market into EVs. Solid State is the clearest path. Aside from that it’s drop in materials lie Sila that give a step increase rather than a generational one. No way tesla is looking at this company. It’s actually laughable
I've bought BYD, Tesla, and a few of the battery stocks, including Amprius. None have performed particularly well over the last eighteen months. After new year's day I'm planning to sell it all off and buy bitcoin. After I triple (or better) my money in eighteen months maybe I will circle back to see if any are worth buying again.
Amprius silicon rich battery will always be too expensive for cars... they have contracts with army, airbus and numerous e-aircraft companies, may be ok for formula-e or super cars but probably would never be on model Y or any other consumer car... actually degradation is very low, so it can be recharged 1000's of times, but production costs are sky high...
@@AllDogsAreGoodDogs how much can you take down the cost of growing silicon micron by micron in a plasma pool, advancing the line by a few millimeters may be in 10's of minutes... it's exhaustingly energy intensive, needs very hi tech and expensive machinery that used in chip manufacturing... LFP batteries will go under 30 usd per kwatt/hr in a couple of years, and they are getting better and better, trend would eventually take it under 10 usd per kwatt/hr in time... no new tech can catch up Tesla dry coating or chinese LFP by costs... those two are going dirt cheap...
@@sahanda2000 They use less anode foil and silane gas for silicon deposition will be cheaper than graphite. Energy will be less than wet anode processes too. The only real negative for cost is that the capex will initially be higher buying Centrotherm PECVDs instead of slurry-spread-calendar-dry lines. They will be using large C.Plasmas with 10 tubes in parallel that can handle big boats/racks of anode foil. The capex will amortize over time and their price will become competitive, which is why they are selling to aviation for a premium to start, while they expand capacity, before moving on to sectors with tighter margins.
enlightening... then I'll get rich !!! stacking AMPX stonks till last year... they've done a marvelous job till now, it is very good news especially for aerospace, if Nevada facility comes online many things will change... but still don't believe they'll catch up costs of LFP nor Tesla dry battery electrode coating though, automotive is another business... @@Grimwyrd
Amprius batteries would actually make the Cyber Truck run over 500 miles at 80mph. So really excellent. Worthwhile. Means I could make my doctor's appointment for 1/4th the cost and be more rested than now. Not sure what the ambient noise level is at 80mph but with that massive air filter I won't be sucking carbon monoxide fumes like in my old Mazda MPV and my guess is the fm radio probably sounds pretty good. Catalytic converter thieves, don't need to ever worry again.
There is a lot more to a battery than wh/kg like heat, cold, efficiency, cycle live, shell life, balance time, internal resistance, production cost and so on.
Having a little "contest" between Amprius and Tesla may result in better batteries yet. If Amprius really can meet that energy density goal, I think the first big market for the new batteries will be Tesla Semi and other large over the road trucks. If the battery can give the range necessary, and still allow the trucks to haul standard maximum payloads, that will be a game changer in the transportation sector.
Spectacular speculations? Huge potentials? We are here to invest. Give us producing companies or great technology growth Startup companies.....we'll put this one in the watch list.
Shorter cycle life may be alright, IF it is proportionately less expensive. It's all about LCOS, (levelized cost of storage) as long as the labor cost of replacing the battery doesn't "eat up the advantage".@@i6power30
I was unaware of this company and it's location until this video. I started my minimal research and invested some this morning. Still a long shot but very large buyout potential.
Excellent video Electric Viking. 3/15/24 And the winner is...Amprius Technologies, Inc. !!! For the second year running, amprius has been voted by our battery industry peers as Best of Show at the 41st International Battery Seminar and Exhibit! For developing and bringing to market the 400Wh/kg, 10C charge/discharge cell that blew the minds of our industry peers and brought home the coveted prize this year.
Smart move here. They know that part of Tesla's vertical integration strategy is to keep resources localized. If their tech is truly viable, its going to pay off. That said, all the giga factories will influence their local environments and are attracting all sorts of commerce. These are hubs of the future of transportion, robotics and ai. Good times.
An interesting story. Glad to see some of these companies making progress on energy density. An exciting space to watch. Solid Power, QuantumScape, the Toyota Mystery solid state battery, and of course others....hopefully some of these will really pan out.
Enovix is a far better battery stock. Here's why - they have full silicon anodes just like Amprius and similar energy density but they don't use nanotech to make them - what does this mean - scaling production is far easier, and cost of production will be cheaper. Also their new management are semicondutor veteran studs that have done high production of numerous products successfully many times before.
Enovix has also been public 14 months longer, sold less batteries, has less customers, made less revenue, and none of their customers are investing in them. They have new management because they are way behind on their 2021 roadmap and have been pouring money down the drain for the last couple years. Will they recover? Maybe... but I wouldn't call it a "far better battery stock" until they prove out Gen2 production and start selling more batteries in 2024.
@@hanswitvliet8188 it is not the volume change with temperature. It is litigation process, which change the volume of anode! The marerial has more electrical capacity, it means that the the materials volume are higher after the charging process! please search “In Situ and Ex Situ TEM Study of Lithiation Behaviours of Porous Silicon Nanostructures”. If you are want more, please search “ in situ TEM Li battery”! My background is PhD in materials background. The Si-anode battery is old technology 10 or 15 years ago. GM spent millions of dollars and get nothing. The profeesor sold the patent to GM and cannot repeat his experiment results! The experiment were done by two students, who wanted to graduated ASAP!So basically, most of the data from this professor are faked! My friend working at GM told me this!
@@hotyuteThat’s not right. Just because you try to fix the Achilles heel of a technology doesn’t make it as good as the standard technology in terms of longevity.
When Amprius sells to real costumers and not the theoretical costumers you speak of their stock might go up. But as long as their costumers arent the real world peoples their stock should show what we have seen, The first company to allow me to buy a high density battery (5kw) i can build a motorcycle around will be the company who should deserve the uptick you say amprius deserves.
Good thing they not only sell to Airbus, AeroVironment, BAE Systems, Teledyne FLIR... but some of those customers are also investors. I guess that's why their stock is going up.
Ampirus will be the batteries in the new Tesla Roadster - that's how they will reach the range goals of the Roadster. This is the primary cause of the roadster delay.
They've been "scaling up" for many years that's why the shares plummeted like that. Many people just lost patience with them. All talk no walk. Sandi had an interview with them recently and they are still playing around with very very tiny (lab-size) quantities (nowhere near scaling of any sort)
Sam, As I look further into AMPX, Quantumscape QS, and Solid Power SLDP battery companies, I see they are all listed as “uncertainty extreme” by MorningStar. Given your recent Video on the predictions of Tony Seba in 2016 and going froward, the prices of batteries will keep coming down so (I ask) how will this impact stock price of the battery companies?
Panasonic have signed a deal to get Sila silicone anode tech so at some in the future Tesla cars are likely to get this tech in theirs cars Also On battery day Tesla explained how they where going to being more silicon in their batteries So Likely that silicon will be common in most car batteries in the future
They will need silane gas, and the company with 70% market share of silane gas is REC silicon (ticker:RECSI)… silane gas is the prefered silicon. If si anodes replaces grafite batteries, silane gas would be the new gold. This company get NO intention YET, but si anode companies are building and co locating right now in Moses Lake! This company will be crucial for all these companies in US if they want to mass scale
May trade range anxiety for replacement pack anxiety. "In terms of durability and lifecycle, Amprius is claiming 90% capacity retention after 1,200 cycles in its eVTOL flight protocol testing for its 370 Wh/kg packs, which consists of 30- to 45-minute trips, 15 minutes of charging, and eight to 12 trips per day." I wonder what is the 80% cycle life? That would be a more relevant comparison.
I had a tendency to run out and buy some shares right away - and then I thought of some questions. So I went to their website and asked the following. I am interested in the potential for your batteries to be used in electric vehicles. The type of battery emerging in that arena which seems potentially most favoured has Lithium Iron Phosphate chemistry. 1. It is noted as having very low deterioration through a great many cycles of use and recharging 2. It is noted as being less vulnerable to fire and it is making gains in market share despite somewhat lower energy density than earlier battery chemistries. To compare: 1. How much percentage energy storage capacity deterioration would your batteries experience over 5000 cycles being significantly discharged through use and then recharged? 2. What temperature is required to ignite a fire with your unprotected batteries and what is the likely peak temperature experienced in such a fire? Or, in a less specific manner how would you characterize the length of life and fire challenges posed by your batteries compared to Li Fe Phosphate batteries now being supplied in Tesla or other top EV's? Thank you for considering my questions. I'll decide about investing according to what I hear or don't hear from them.
I think my comment has been suppressed by Viking? Up to his old tricks? Really important factors to consider he never mentioned at all in this video and which make blindingly clear that energy density alone is highly insufficient to make a decent car battery.
My comments seem to play hide and seek! Perhaps the most significant point which seems to have disappeared is that the company made a direct response to me about my concerns in response to questions I directly asked them. Their batteries have about the same lifetime as those of an IPhone - well short of the 8 year guarantee on my Tesla 2170 cell based battery. And the 2170 has a lot less lifetime than the LI Fe Phosphate batteries becoming increasingly prevalent. With respect to my fire concerns they said nothing about ignition or peak temperatures - so you have to wonder. They did note their batteries could pass the military nail penetration test reassuring for soldiers wearing a battery - but only if the battery were charged significantly less than their peak energy density. Still, they passed at a still high energy density. For me the most impressive feature of the company was the presence of Dr Stephen Chu on the board. That guy impresses me as not just technically brilliant but also of very great charcter. To me that says they must be a good company. But others can still play games with their stock.
What's the current price per kwh? I assume it's expensive. They can start out with the drone and eVTOL market. For automotive, it may take a few years, for them develop a track record, so that people are ready to make the switch from more established players.
Happy new Year Sam. I think you might do well to take more note of the difference between meanings of 'cell' and 'battery'. Otherwise - interesting reporting.
Yessss! Thanks for doing a video on Amprius batteries ... I hope to see more. Sandy Munro has a few videos doing a tour in their factory that is outstanding. I hope Amprius batteries come with the new $25,000 Tesla. I am hoping for wireless charging too. I wish Tesla would give solar on the car a chance again.
@@donotcare44 Give me some current prices per kwh. Yes, in principle a higher energy density battery is "cheaper" than another battery that has lower energy density for the same price, because you need to but fewer batteries in the car, but the fact is that these batteries would need to be made in huge numbers to bring the cost down. Until I see that happening, and prices of less than $100/kwh I call bs.
@@apterachallenge They do plan on making the Amprius in huge numbers and everything else to keep the costs down - that is a major part of the purpose. Amprius is also preparing to make batteries for airplanes too. They've also got access to the new Lithium mining techniques that are far better and cheaper.
An "arms race" between potential battery manufacturers is EXACTLY what we need right now. This is what drives up the quality, while driving down the prices of batteries. I like the fact that these are DOMESTIC manufacturers as well, so we won't (hopefully) have to rely on foreign sources for EV batteries, or, home energy storage for solar/wind.
There is more needed than just capacity, cycles and charge times. Does this battery check all the boxes? Safety, temperature range, ageing, safety? It only takes one of these things to make these batteries useless!
Hey Sam. That is the holy grail you described in the beginning 1000 miles of range charge to 80% in 8 minutes. The only other thing you could add is 0-60 in 4.2 seconds with a 155 mph top speed. Tesla can actually buy them and they probably do need to based on still being battery constrained. 3 products Semi, Cyber and roadster dictate the need. Interesting times and with the US going back to manufacturing this could be a wonderful next 10 years of growth.
You're missing the big one and that's the cyber truck if it can boost the range of the cyber truck from 500 to 1000 miles that makes these batteries usable for all commercial applications.
Warning. SPACs are dangerous. Using a SPAC allows due dilligence to be bypassed. That means their claims don't have to be reviewed and confirmed. That's the challenge. Batteries need to pass All the hurdles to be viable: Energy Density Power Density (charge rate) Life span Cost to produce at scale Any One of these could kill the company.
I think that range of passenger EV/s is not a crucial issue though the number of charging stations is, also the speed at which batteries can charge would bennefit from improving.
The new Tesla batteries are not energy denser they are just bigger batteries. Nio ET7 has already 620 miles range (one third more than any Tesla car). The Cybertruck is now down to 320 miles range compared to the 2019/2020 presentation 500 miles range claim.
Or a better idea is GM buy them as they can’t figure out how to get their batteries manufactured. But all of this “why not buy out…” is more complicated as companies can decide NOT to sell if they see a better payout in the future, or they simply want to be on their own.
I'll hazard a guess that it could be a reason similar to Tesla's dry-4680 shortage: they got the tech to work on a small exploratory scale but not on a scale sufficient for mass-produced EVs. Amprius' silicon electrodes involve growing silicon sticks on a substrate. Growing uniform nano-crystals is an intrinsically slow and delicate process, you aren't going to roll 10 4680s per second per manufacturing line like you can by pressing anode/cathode material on copper/aluminum foil current collector. If the manufacturing throughput per production line cannot go to the moon, then these cells will be limited to niche markets that can afford the reduced productivity.
Maybe they would just put the Amprius batteries in a low-volume product like the Roadster. That's one car that would really benefit from them. Can you imagine how fast the Roadster would get to 60mph with double the energy density? I can imagine it would get there in like 1.8s.
Sam, I'm interested in AMPX as an investment. Thank you for the Video. My question to you is how do you think their Lithium-ion Batteries will be impacted by the rise of LFP batteries?
Different market. LFP will never have the energy density of Amprius, so Amprius production (and premium) will be reserved for anything where gravimetric density is of paramount importance (drones, eVTOL, hybrid aviation, e-aviation).
Isn't CATL also shown their new battery with 500Wh/k intended for use in aviation industry in the near future...? Talking about the capability to scale in lightning speed and massive capacity CATL definitely is a king.
Some economists have projected that both the U.S. and parts of Europe could slip into a recession for a portion of 2023. A global recession, defined as a contraction in annual global per capita income, is more rare because China and emerging markets often grow faster than more developed economies. Essentially the world economy is considered to be in recession if economic growth falls behind population growth.
It's a delicate season now, so you can do little or nothing on your own. Hence I’ll suggest you get yourself a financial expert that can provide you with valuable financial information and assistance
China is going down because of their very low child births, one third less population total for 2100. Evergrande real estate company is already collapsing, no one buys their flats because : 1) the regular Chinese worker cannot afford it 2) due to low child births there will be fewer and fewer people to buy real estate anyway 3) China already has a lot of failed newly build ghost cities.
If these batteries are going to be used in aviation, then: (1) They MUST not spontaneously combust, and (2) They must have exceptionally long life. Didn’t hear anything about those issues.
Public charging stations have turned into car graveyards over the past couple of days. "Nothing. No juice. Still on zero percent," said Tyler Beard, who has been trying to recharge his Tesla at an Oak Brook Tesla supercharging station since Sunday afternoon. "And this is like three hours being out here after being out here three hours yesterday." Beard was among the dozens of Tesla owners trying desperately to power up their cars at the Tesla supercharging station in Oak Brook. It was a scene mirrored with long lines and abandoned cars at scores of other charging stations around the Chicago area. "This is crazy. It’s a disaster. Seriously," said Tesla owner Chalis Mizelle. Mizelle was forced to abandon her car and get a ride from a friend when it wouldn’t charge. Another man summed up the situation succinctly: "We got a bunch of dead robots out here." But it was no laughing matter to people like Kevin Sumrak, who landed at O’Hare Sunday night to find his Tesla dead. Sumlak was forced to hire a flatbed tow truck to try to find a working charging station. MORE: Chicago's Wind Chill Warning continues as arctic blast sets in
The company's biggest challenge at present is that large-scale mass production is too slow. Although California has just expanded to 2MW, this small amount of production capacity is far from meeting customer needs. Although Colorado's production capacity is planned to be 5GW, the current planning progress is From 2025 to 2028, I dare not imagine whether the battery progress during this period will be much faster than the speed at which they build factories. Give them a call, hurry, hurry, hurry...
The 500Wh has about 300 life cycle, the 350Wh has more than 800 life cycle. But, there's no pricing comparison. So the 350 can go into Ev, but we don't know how how cost effective it is.
Kerosine delivers 25-30% efficiency as most of the energy is burned off as heat and waste. Li-on batteries have 90% efficiency with virtually all of their stored power delivered as energy. Li-on still wins.
Add that as the plane flies it gets lighter so becoming more efficient. Batteries just go flat and have to carry their weight. Another loss to factor in
QS and SLDP are garbage. Amprius will at least be successful as a niche player, I doubt those two company's ever even make it to production. Enovix is far better than all 3.
because the power demands increase all the time for phones, the better battery you get, the more computing power (which needs more energy) and better screens (running which uses extra energy) you can put on it. With cars it should not be the same, although it kinda happens too with people putting 4 motors and more horsepower and stuff. A phone which is 10 years old would definitely last much longer today with today's battery
Betamax was better than VHS. The race doesn't always go to the best technology. The problem is financing expansion. Tesla's non-involvement is telling....maybe Musk is hoping to pick up the company cheap?
1) Market: the last few months have been rough on tech growth stocks and ex-SPACs. 2) Closely held company: Insiders own ~74% of the stock, leaving it on the outs with some institutional funds and giving it a low daily trading volume. 3) Insider lock came off in September: some insiders have selling plans as part of their compensation, not selling a lot. but enough to hamper stock price in low trading volume. 4) Uncertainty of dilution: they need to raise more money for their Colorado gigafactory and if they sell shares to do it with a bad market and low trading volume, it might tank the price. All that being said, they have a great battery, have it in customer products already, and are expanding. I hold a bunch with an eye towards 2025.
Companies that uses Spacs or other reverse mergers, is probably fly-by-night, I worked for one, and it was a family run business that got on the stock market, then once they crashed and burned sold the remaining company to another fly-by-night company that also wanted to get on the stock market.
@@harmhoeks5996 They were rich before this started, now they don't talk to each other, so I think some members did much better than others did. The brains of the operation died of old age, so the rest of the family has not able to find another scheme to continue getting richer, they have blown lots of cash trying.
I'd prefer a cheaper, lighter car with the current capacity. A first step would be a 1.4ish ton Tesla Roadster with the power train of of the Model S Plaid in a carbon fibre body.
