Showing posts with label iPad. Show all posts
Showing posts with label iPad. Show all posts

Monday, June 30, 2014

Is Tesla, Apple and Foxconn A Match Made In Heaven To Make Electric Apple iCar Under $15k? $TSLA $AAPL $ILC.v $TNR.v


Lithium Catalyst: Apple Electric iCar Coming From Tesla? $ILC.v $TNR.v $AAPL $TSLA


  "It will not take much to ignite Lithium Bull again - just four words will do: China, Pollution, Tesla and Apple. We have written extensively about three of them before and now we can have the groundbreaking development with Apple thinking about joining the Electric Party.
  Will Steve Jobs' Apple iCar Dream finally come to reality with Tesla? Mickey Drexler was talking about his friend: "Steve's dream before he died was to design an iCar". Tesla Motors and Elon Musk have proven that Electric Cars are for real: technology is here - we just need the mass market.
  We are talking here about the reality distortion field worthwhile Steve Jobs memory. Billions of Apple cash and Tesla's technology can make the miracle and take the market by storm with Tesla Model E for electric cars mass market made years ahead.
  Lithium investment theme will fit very well with this conglomerate. Lithium batteries are everywhere: in every Apple mobile device, in every Tesla electric car. It is not a coincidence that Tesla is preparing plans to build super Lithium battery plant. All these plans: Tesla Model X launch, Tesla Model E for mass market development and Lithium Battery plant will need a lot of Capital and Apple has it. Is it the match made in heaven? We will see very soon, but investors are better take notice about this trend already."



Kirill Klip.:


Powered By Lithium: Will Foxconn Make The Electric iCar For Apple Priced Under $15,000?





  
  "Foxconn is not talking about the use of Tesla Motors patents or Apple being involved at this stage, but this is the kind of developments I am expecting to happen more and more after Elon Musk went Open Source with Electric Cars and opened Tesla patents to all. Foxconn is the largest contracts electronics maker in the world, including production of iPhones and iPads for Apple. I am not sure that we can certainly expect now that my dream -  the Electric iCar will be produced by Foxconn, but  they are the one who can make it.
  They can easily outsource the particular auto-making technology and develop Electric Car for the basic urban mobility targeting megalopolises in China and India. Foxconn's strength will be the existing low cost manufacturing base and very efficient management of the supply chain. I do not expect them to produce alone the competition to Tesla Model S, but another KANDI I can expect easily. And "The Big If" - if the Apple will be involved at some stage with its cash and marketing machine, than we can talk about Steve Jobs' dream in the making:

Lithium Drive: Steve Jobs’ Apple iCar dream - Mickey Drexler: "Steve’s dream before he died was to design an iCar.”


  Key to the success will be cheap, but reliable Lithium Battery with respectable range. LG Chem is very active in Asia now matching the Tesla's Gigafactory plans in their ambitions and we have the new players like Ganfeng Lithium with International Lithium coming into this promising market as well now. And here lies another twist to this story:
"Asked by the same shareholder about Hon Hai’s reported cooperation with U.S. electric car pioneer Tesla Motors Inc., Gou said he would not comment on any single client, adding only that Tesla is a good company and can help Hon Hai understand future trends in the car industry. TheChinaCap."
   Everything new in this life was started with the simple question: Why Not? Can we start talking that Tesla, Apple and Foxconn Is A Match Made In Heaven To Make Electric Apple iCar Under $15k? Tesla and Apple have met after all discussing SOMETHINGbefore. Whether it was Tesla Gigafactory for potential production of Lithium Polymer Batteries for iPhones and iPads or my beloved Apple iCar my "Chinese tea leaves" are not telling me at the moment, but these three companies have everything in the world to make the mass market for Electric Cars happen overnight: Apple with its Billions of Capital, iconic brand and marketing machine, Tesla Motors with Electric Cars Lithium Technology and Foxconn with its Low Cost Manufacturing Base for mass market production and entry into the world's largest auto-market in China.


Lithium Catalyst: Apple Electric iCar Coming From Tesla? ILC.v TNR.v AAPL TSLA


"It will not take much to ignite Lithium Bull again - just four words will do: China, Pollution, Tesla and Apple. We have written extensively about three of them before and now we can have the groundbreaking development with Apple thinking about joining the Electric Party. Sufiy."

  Before we all get very excited let's see where this story will land in the end and who are those clients of Foxconn they are not talking about now? We at International Lithium are working on development of our Lithium Projects to make these dreams and mass market for Electric Cars possible one day in the nearest future. It will be done by somebody, I am sure - now we have some names to talk about.

International Lithium Corp. A Potential Source For Green Technology Minerals.





  "Rare Earth elements or metals (REEs) are essential elements in clean-energy technologies. In recent years REEs have received plenty of coverage concurrent to growing environmental concerns.  The rare-earth topic is no longer obscure and discussions regarding future REE shortages are beginning to emerge in mainstream media. Today international governments and organizations are pushing efforts to develop solutions to the rising scarcity threat, one of the biggest being that only 1 percent of critical materials are currently being recycled (they are difficult to recover economically), and so the race to find viable sources for REEs is on.





  The Green Technology Industry is the largest end-user of REEs and is continually growing with the development of electric vehicles and green energy electrical generators; wind turbines and solar panels. According to the American Chemistry Society, Lithium is among these endangered metals. China, which controls 97% of global rare earth production, has made significant investments in securing their supply. One excellent example of this is the recent news from China based Ganfeng Lithium Corp. regarding their 15million yuan (US $2.4 million) investment into International Lithium’s Blackstairs Pegmatite project in Ireland and the Mariana Brine project in Argentina for the 2014 budget year.  Ganfeng Lithium Corp. is one of the largest lithium product suppliers in the world supplying ILC with both capital and expertise and providing the global green technology industry with a new potential source of lithium supply. Read more."

International Lithium: Tesla Goes Open Source, Ganfeng Lithium Goes for Vertical Integration.


"Ganfeng Lithium news is making rounds now in the industry circles and Resource Investing News has published an interesting article on the recent developments in the Lithium and Electric Cars space. Read more."

International Lithium: Ganfeng Lithium Acquisition of Lithium Battery Company To Build The Vertically Integrated Industry Chain.

  


TheChinaGap:




Hon Hai Precision Industry Co., a Taiwanese assembler of Apple Inc.’s iPhones and iPads, said Wednesday it is planning to make electric cars priced with an extremely affordable price tag — under US$15,000.
“The electric cars made by us will be very affordable,” said Terry Gou, chairman of the world’s largest contract electronics maker, in response to a question during an annual shareholders’ meeting.
Unlike current models that run as much as NT$2 million (US$66,800), most of the electric cars developed by Hon Hai will be priced under US$15,000, Gou said. He declined to give details on the cars or indicate when they may be launched.
Asked by the same shareholder about Hon Hai’s reported cooperation with U.S. electric car pioneer Tesla Motors Inc., Gou said he would not comment on any single client, adding only that Tesla is a good company and can help Hon Hai understand future trends in the car industry.
“The development of new-energy vehicles is just beginning,” he noted. “When integrated with cloud computing, the Internet, smart traffic and smart cities in the future, people will be able to drive more easily and reduce car accidents more efficiently.”
“This kind of technology is due in the next 10 to 20 years, and our company will make huge investments in it,” Gou said.
Hon Hai, often referred to by its trade name of Foxconn Technology Group, is seeking to transform itself into a technology services company to meet consumer demand and generate business growth in the coming years.
In its annual report to shareholders, Hon Hai said it is evolving from its existing “Integration-Innovation-Design-Manufacturing” base into cloud services, wireless 4G-LTE networking services and the e-commerce sector.
By the time the fifth generation (5G) of telecommunications rolls around, the company will shift its focus to developing automation and artificial intelligence and combining hardware and software applications to improve human life, the annual report said.
Hon Hai shares fell 1.73 percent to close at NT$96.50 Wednesday in Taipei trading.
Publisher: CNA
Published: 26/06/2014
Source: The China Post"
Please Note our Legal Disclaimer on the Blog, including, but Not limited to:

There are NO Qualified Persons among the authors of this blog as it is defined by NI 43-101, we were NOT able to verify and check any provided information in the articles, news releases or on the links embedded on this blog; you must NOT rely in any sense on any of this information in order to make any resource or value calculation, or attribute any particular value or Price Target to any discussed securities.

We Do Not own any content in the third parties' articles, news releases, videos or on the links embedded on this blog; any opinions - including, but not limited to the resource estimations, valuations, target prices and particular recommendations on any securities expressed there - are subject to the disclosure provided by those third parties and are NOT verified, approved or endorsed by the authors of this blog in any way.

Please, do not forget, that we own stocks we are writing about and have position in these companies. We are not providing any investment advice on this blog and there is no solicitation to buy or sell any particular company.

Friday, June 20, 2014

Kirill Klip.: FED Has Found ... Sorry, Created Inflation To Save Us All - Gold Celebrates ... Quietly So Far.



 Kirill Klip.:


  "Gold and Silver are acting today like if the Chinese virus "Missing Collateral" has finally reached the London BOE vaults!


Bullish For Metals?! Missing Collateral in China, Follow The Trail of Loans, Copper and Fraud.


  In my personal opinion, we are witnessing the same game of the rehypothecation as it is happening with FED, BIS, Investment Banks and Gold. This, actually missing metal as collateral, will be the very bullish set up for the commodities markets. After initial selling due to the margin calls and unwinding of Paper Positions in the market, Mr Market will realise that all these metal accounted for the supply and demand picture is NOT there. Industrial demand will stay in place, but Supply which was supposed to be hoarded in the warehouses is missing: the collateral was used a few times for the different transactions. You can study this subject more with explanation in plane English in the very good podcast I have published yesterday: Read more."


  FED has finally "succeeded" and Inflation is raising its ugly head. Everybody mortal, apart from the DC and FED System, who has visited at least few times any grocery shop this year knows that food prices are going up. And gas, and insurance, and electricity bills, and ... yes plasma TV prices are going down and iPads, but they are not very tasty for those on food stamps.
  We have a positive resolution today in the Head and Shoulder Bullish Reversal pattern, which we have discussed before. Closing above $1,317 this week will be very important. Nobody can manipulate markets forever. Watch the headlines tomorrow: Inflation Is Back - Gold Surges On The FED News.

I Vote To End Gold Manipulation: FSA Fines Barclays For Manipulation Of Gold Price - Join Me.



Sufiy: Gold Market And The Stock Bull Topping.





TNR Gold: Shotgun Gold Project - Why Do We Need New Gold Deposits?



  "This picture above is stronger than thousand words written by the FED's hired academics and even Austrian School of Economics - it cuts through the verbal mist to the bone of Inflation definition and what it really means. It means that your FIAT money are losing it purchasing power. It happens every day, day by the day. How much you can see from the McDonald's menu from 70s.
  And below is the chart representing "Strong US Dollar Policy" in action implemented by FED from the day of its inception in 1913. Some people even think that Federal Reserve is as Federal as Federal Express, but we will not go that road today.


  Inflation is the dirty open secret of all Central Banks in the world. It creates the Inflation Tax by gradually stealing from the value of your savings and deflating the government's obligations on all social programs. It is the way for governments to finance wars and "Inflate away" their debts without taxing you "directly". Inflation follows currency debasement - organised by money printing or by QE in the iPad's century - and it is making its dirty work by itself.
  Why Gold is so important here? It is the real measure of the rate of Currency Debasement and Inflation: Gold is the Real Money, not dollars. That is why it is manipulated so heavily:

  I will address you to James Rickards' books: "Currency Wars" and "The Death of Money" to get more information in depth on these subjects and Gold Manipulation is widely discussed on the web today. Read more."

  Investment banks are starting to connect the dots even for the clients, they are themselves all-in long time ago, as I would guess, and announcing that Inflation is ... bullish for Gold.
"Upgrade comes earlier than expected…
Canaccord Genuity North American Portfolio Strategist, Martin Roberge, has lifted his rating on the Gold Sector to Overweight, due to escalating inflation risk.

The upgrade comes slightly earlier than expected as Roberge believes that the Fed is cornered…following stronger-than-expected U.S. CPI on Tuesday and the marked jump in Roberge’s CPI diffusion index, Martin believes there is a non-trivial risk that the Fed temporarily abandons its 2% inflation target.

If the Fed is willing to take an inflation risk, investors should buy inflation-protection hedges. Already, bond vigilantes are doing so byfavouring real-return bonds (RRBs) over Treasuries. Inflationary pressures fuel inflation expectations, two positive drivers for the price of gold. Lastly, investors should note that U.S. inflation jitters are brewing while monetary reflation has gone global. World central bankers are in a race to reflate before a global bear market in bonds renders their easing policies impotent.

For those who remember, this looks like 1993 all over again and  Roberge further highlights that there are many seasonal factors that could lead to a rally in gold and gold equities in H2/14:

·         Golds tend to have a strong H2 in calendar years following a gold rout
·         2014 marks the third year of the gold bear market and the 200-week average sits at $1,500/oz
·         Roberge thinks gold stocks are cheap and should protect portfolios in a correction."

  The chart above provides you with idea why we need more Gold deposits now. Even if Major Gold Miners are squeezed on margins and divesting the projects now - it is these industry's fundamentals which will drive this market forward. Falling gold prices are the best cure from the low Gold prices. Gold miners are mining the "Gold Dust" by the 90s standards.
  Number of discoveries is going down and will go down even more with Junior Miners struggling to get access to the capital now to develop their projects. Grades and sizes of discoveries are going down as well - easy stuff is all  already found or is located in not so friendly places. We have Peak Cheap Gold in place now, whatever the Gold market massaged by BIS will tell you.
  China's buying record amount of gold last couple of years will be the very strong confirmation of Gold monetary value and recent pick up in M&A activity provides very important signal for the bottom in this mining cycle:
"China continues its buying spree of copper assets all over the Globe: last month the huge Las Bambas copper project in Peru was bought by Minmetals Group for $5.85 B and now Guandong is bidding for PanAust. Reuters reports on the deal and you can notice how the activity in M&A by Chinese companies is picking up during the "soft market". It is the very important indication of the major bottom in the mining cycle: it is cheaper "to dig" for Copper and Gold on the Stock Exchanges now, when valuations of assets in the ground of listed companies are discounted by the depressed mining markets. "
  This is another reason why I personally came into the TNR Gold - Shotgun Gold project in Alaska. Gary Schellenberg and John Harrop - our VP of Explorations, have done the great job over the years exploring this project with Nova Gold and now we have 100% of it and Nova Gold has become TNR Gold's shareholder. After our drilling results in 2012 Greg Johnson the founder of Nova Gold has joined our Board and we have published the first resource estimation on the Shotgun Gold project last May.
  It was the first confirmation of my personal dream to develop the important Gold deposit and even if it is still the very early stage of project development, this dream is not limited in size by the resource model at Shotgun Gold project at this time:
"The mineralization style observed at Shotgun Ridge bears a strong resemblance to the 40 million ounce deposit at the Donlin Gold project operated by Barrick and NovaGold," stated recently appointed director Greg Johnson, "The similar age and host intrusive rocks suggest that, with continued exploration, there is significant potential to locate larger volumes of mineralization in and around Shotgun Ridge."



  We are working on the corporate structure now, which will allow to develop Shotgun Gold with the potential new strategic partner on J/V basis like we are doing with Ganfeng Lithium in International Lithium. You can find more information in the Shotgun Gold Project presentation below, on our website and give us a call to discuss it at any time.


Please Note our Legal Disclaimer on the Blog, including, but Not limited to:

There are NO Qualified Persons among the authors of this blog as it is defined by NI 43-101, we were NOT able to verify and check any provided information in the articles, news releases or on the links embedded on this blog; you must NOT rely in any sense on any of this information in order to make any resource or value calculation, or attribute any particular value or Price Target to any discussed securities.

We Do Not own any content in the third parties' articles, news releases, videos or on the links embedded on this blog; any opinions - including, but not limited to the resource estimations, valuations, target prices and particular recommendations on any securities expressed there - are subject to the disclosure provided by those third parties and are NOT verified, approved or endorsed by the authors of this blog in any way.

Please, do not forget, that we own stocks we are writing about and have position in these companies. We are not providing any investment advice on this blog and there is no solicitation to buy or sell any particular company.