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Topic: Weather, Climate, and Environment

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ELA

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bwarbiany

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Re: Weather, Climate, and Environment
« Reply #1301 on: May 17, 2019, 02:18:07 PM »
You know, I was really hoping that TSLA would be the perfect soap opera I needed between the end of NCAABB and the return of CFB.

At this rate I'm worried the implosion won't go beyond mid-July. 

FearlessF

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Re: Weather, Climate, and Environment
« Reply #1302 on: May 21, 2019, 12:54:48 PM »
Counter-intuitive climate change solution
Profitable approach to cleaning the air
Date:
May 20, 2019
Source:
Stanford University
Summary:
A seemingly counterintuitive approach -- converting one greenhouse gas into another -- holds promise for returning the atmosphere to pre-industrial concentrations of methane, a powerful driver of global warming.


https://www.sciencedaily.com/releases/2019/05/190520115740.htm
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CWSooner

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Re: Weather, Climate, and Environment
« Reply #1303 on: May 21, 2019, 12:59:22 PM »
Counter-intuitive climate change solution
Profitable approach to cleaning the air
Date:
May 20, 2019
Source:
Stanford University
Summary:
A seemingly counterintuitive approach -- converting one greenhouse gas into another -- holds promise for returning the atmosphere to pre-industrial concentrations of methane, a powerful driver of global warming.


https://www.sciencedaily.com/releases/2019/05/190520115740.htm
Heh!

The resulting carbon dioxide will be all the better for those trillions of trees we are going to plant.

We've had two days of severe weather, including tornadoes, in Oklahoma.  I don't know of any deaths, but there has definitely been damage--buildings destroyed and trees blown down.

And flooding.  We've had a very rainy spring, so the soil is saturated.  There's no place for the water to go except run off the high places into the low places.  Area lakes are 25 feet or more above their normal levels.

P.S. Could the methane trapped in a zeolite array be used as fuel, rather than just heated to release the CO2?
« Last Edit: May 21, 2019, 01:18:49 PM by CWSooner »
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Cincydawg

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Re: Weather, Climate, and Environment
« Reply #1304 on: May 21, 2019, 03:14:18 PM »
Zeolite is not very weight efficient.

CWSooner

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MrNubbz

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Re: Weather, Climate, and Environment
« Reply #1306 on: May 27, 2019, 10:38:49 AM »
Well if they do belly up I hope their customers are well off.Because the cost of replacement parts will be astronomical
"The problem with the Rat Race is,even if you win you're still just a Rat" - Lily Tomlin

bwarbiany

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OrangeAfroMan

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Re: Weather, Climate, and Environment
« Reply #1308 on: May 27, 2019, 03:10:19 PM »
In the past 2 weeks in Phoenix, it's been cloudy and in the 70s much more often than in the 90s, and that's freakin' weird.  
“The Swamp is where Gators live.  We feel comfortable there, but we hope our opponents feel tentative. A swamp is hot and sticky and can be dangerous." - Steve Spurrier

MrNubbz

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Re: Weather, Climate, and Environment
« Reply #1309 on: May 27, 2019, 03:16:43 PM »
It's been a cold winter and into spring.Since the middle of April maybe 6 days into the 60s-70s.Today is perfect 65 and sunny - I'll take it - all summer

:cool2:
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mcwterps1

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Re: Weather, Climate, and Environment
« Reply #1310 on: May 27, 2019, 04:10:42 PM »

MrNubbz

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Re: Weather, Climate, and Environment
« Reply #1311 on: May 27, 2019, 04:18:35 PM »
Is that a photo shop? - if not I'll take 53 and cloudy with winds out of the north

>:(
"The problem with the Rat Race is,even if you win you're still just a Rat" - Lily Tomlin

Cincydawg

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Re: Weather, Climate, and Environment
« Reply #1312 on: May 27, 2019, 06:26:59 PM »
Why the end of the road might be near for Tesla.

I think they can still raise cash in POs and for debt, but it's getting dicier.

bwarbiany

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Re: Weather, Climate, and Environment
« Reply #1313 on: May 28, 2019, 10:11:40 AM »
Been unseasonably cold and rainy all spring here in SoCal.

Went for a hike with the wife on Saturday morning and saw a rattlesnake. First one I've ever seen. I thought it was too early in the season but apparently the superbloom is causing them to be much more prevalent this year. 

bwarbiany

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Re: Weather, Climate, and Environment
« Reply #1314 on: May 28, 2019, 10:12:47 AM »
I think they can still raise cash in POs and for debt, but it's getting dicier.

Q2 numbers for Tesla are critical. Hitting guidance will be huge. Missing guidance could be the end. 

CWSooner

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Re: Weather, Climate, and Environment
« Reply #1315 on: May 28, 2019, 10:14:29 AM »
Been unseasonably cold and rainy all spring here in SoCal.

Went for a hike with the wife on Saturday morning and saw a rattlesnake. First one I've ever seen. I thought it was too early in the season but apparently the superbloom is causing them to be much more prevalent this year.
I have a stepson living in L.A.  He says they are having lows in the 40s, threatening all-time records.
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Cincydawg

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Re: Weather, Climate, and Environment
« Reply #1316 on: May 28, 2019, 11:43:33 AM »
I'm guessing Tesla is not close to the End, meaning, not in a year or more.

What happens when everyone comes out with new EVs is a question.

FearlessF

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Re: Weather, Climate, and Environment
« Reply #1317 on: May 28, 2019, 12:28:27 PM »
hopefully, when everyone comes out with new EV's gasoline prices plummet and I can drive my 4x4 truck on the cheap!
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bwarbiany

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Re: Weather, Climate, and Environment
« Reply #1318 on: May 28, 2019, 12:30:43 PM »
I have a stepson living in L.A.  He says they are having lows in the 40s, threatening all-time records.
Last Wednesday we had a "winter storm warning"... Which of course doesn't mean the same thing here as elsewhere lol, but it was quite rainy and cold. 

Then on Sunday we had rain and a high of about only 59. 

Typical this time of year (May) is a high of 73 and a low of 54, and 0.25" precipitation... Been definitely lower than that. 

Looking at weather.com, it says month to date the highest temp recorded is 76, the lowest is 48, and we've already had 0.96" precipitation this month.

Apparently for Mission Viejo, the record high in May is 100 and the record low is 33, so we're nowhere near records on either end.

bwarbiany

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Re: Weather, Climate, and Environment
« Reply #1319 on: May 28, 2019, 12:41:35 PM »
I'm guessing Tesla is not close to the End, meaning, not in a year or more.

What happens when everyone comes out with new EVs is a question.
As mentioned, I've gotten sucked into Tesla-watch. 

Tesla bulls will tell you that they exited Q1 with $2.2B in cash, and then executed a $2.3B [net proceeds] capital raise. So even if they continued the quarterly burn rate of Q1, they'd still be flush at least through 2019. Musk claimed that this capital raise wasn't really intended to be spent, and was there as a cushion.

Tesla bears will tell you that $2.2B Q1 number was completely goosed, that they'd been extending promised scheduled payments to suppliers, and that they were probably out of money when they raised capital in early May. Which--when you look at the cost and terms of that raise ($2.7B but only $2.3B net to Tesla) look like it was a desperation play and they were out of money.

I'm reading both sides and having trouble working out the truth. Tesla keeps dropping prices, utilizing their "demand levers" such as leasing and accelerating availability of the low-margin SR+ and SR models. At the same time they are continuing to guide to 90-100K deliveries in Q2, which would be nearly their all-time record and a huge boost from Q1. 

Their problem is that they're still unable to be profitable on the lower-end models. But if they hit their delivery guidance, and their quarterly losses are relatively small, it will look like that capital raise has at least given them the runway to keep pushing. Because the volume on those lower-end models will at least help them amortize their fixed factory costs for now. Given that this would allow the growth story to continue [even if it's still a struggle], you'd see a hard and fast rebound in the stock back to its astronomic valuations.

If they have another weak sales quarter and they burn nearly another billion in cash like Q1, however, especially if it starts to smell like they continue to hold back payments to suppliers to goose cash-on-hand numbers, I could see some suppliers going to a COD model and demanding payment, and that would be a quick death spiral as early as Q3.

Which means big bets either way.

 

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