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Nano-diamond self-charging batteries could disrupt energy as we know it

Nano-diamond self-charging batteries could disrupt energy as we know it This article by Loz Blain for NewAtlast.com may be of interest to subscribers. Here is a section: And it can scale up to electric vehicle sizes and beyond, offering superb power density in a battery pack that is projected to last as long as 90 years in that application – something that could be pulled ...

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Comments of the Day

26 August 2020

 

 

Video commentary for August 25th 2020

 

Eoin Treacy's view

A link to today's video commentary is posted in the Subscriber's Area

Some of the topics discussed include: the vision thing and projections for future potential. intangible assets, gold and gold miners steady, Wall Street firm, Dollar eases, Treasuries rise. 
 

 

 

Nano-diamond self-charging batteries could disrupt energy as we know it

This article by Loz Blain for NewAtlast.com may be of interest to subscribers. Here is a section:

And it can scale up to electric vehicle sizes and beyond, offering superb power density in a battery pack that is projected to last as long as 90 years in that application – something that could be pulled out of your old car and put into a new one. If part of a cell fails, the active nano diamond part can be recycled into another cell, and once they reach the end of their lifespan – which could be up to 28,000 years for a low-powered sensor that might, for example, be used on a satellite – they leave nothing but "harmless by-products."

In the words of Dr. John Shawe-Taylor, UNESCO Chair and University College London Professor: “NDB has the potential to solve the major global issue of carbon emissions in one stroke without the expensive infrastructure
projects, energy transportation costs, or negative environmental impacts associated with alternate solutions such as carbon capture at fossil fuel power stations, hydroelectric plants, turbines, or nuclear power stations. Their technology’s ability to deliver energy over very long periods of time without the need for recharging, refueling, or servicing puts them in an ideal position to tackle the world’s energy requirements through a distributed solution with close to zero environmental impact and energy transportation costs.”

Indeed, the NDB battery offers an outstanding 24-hour energy proposition for off-grid living, and the NDB team is adamant that it wishes to devote a percentage of its time to providing it to needy remote communities as a charity service with the support of some of the company's business customers.

Should the company chew right through the world's full supply of carbon-14 nuclear waste – a prospect that would take some extremely serious volume – NDB says it can create its own carbon-14 raw material simply and cost-effectively.

 

Eoin Treacy's view

I don’t know if the promises being made by this start-up are realisable in the two-year timeframe they anticipate. However, we do need to pay attention to these kind of technological advances because of the productivity enhancement potential they represent. Secular bull markets are driven by productivity growth. Therefore, anything that has the potential to allow us to do more with less has to be given due consideration because of the growth opportunities they offer.

 

 

A Robot Tried to Fix Value Investing and Ended Up Buying Amazon

This article by Justina Lee for Bloomberg may be of interest to subscribers. Here is a section:

The top three holdings of the machine-guided fund in July were Amazon.com Inc., Alphabet Inc. and Facebook Inc. Those are far from the kind of undervalued stocks typically favored by a value strategy. But to Qraft, it’s just value 2.0.

“Intangible assets have become a more important factor in the actual value of the company due to the development of information technology,” founder Hyungsik Kim wrote in an email.

“It is easy to tell which of the following is more important in measuring the value of Amazon: warehouses (tangibles) or automated logistics systems (intangibles).”

It’s the rallying cry for many remaining proponents of value: The factor isn’t dead, it’s simply plagued by outdated accounting rules that treat intangible investments such as research as expenses rather than capital.

As a result, knowledge-intensive firms end up with much lower book values and higher costs, which make them look more expensive than they actually are.

The new ETF’s eye-catching backtests also speak to the variety of methods underlying even the best-known equity factors. One study estimated there are well over 3,000 different ways to define a value strategy.

 

Eoin Treacy's view

Intangible values is a fascinating subject because it forms the basis for the investing in technology firms but is the reason to avoid legacy firms. The challenge in teaching an algorithm to know the difference means a great deal of labeling would be required to identify the differences.

 

 

Executive insights from the CEOs of AEM and WPM

Thanks to a subscriber for this report from Bank of American/Merrill Lynch which may be of interest. Here is a section:

 

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

Royalty streamers offer a solution to the age-old question of how to buy gold at a discount. That of course depends on a willingness and ability to buy when no one else is interested. Whatever about the success of companies in capturing streaming rights over the last few years, the window for closing on new ones is swiftly closing. Miners know they have in-demand assets and there have been an increasing number of stories about private placements being oversubscribed by multiples of the desired amount. That suggests prices for shovel ready projects are rising quickly as investors adapt to the new bull market environment.

 

 

Eoin's personal portfolio: last updated on August 11th

 

Eoin Treacy's view

One of the most commonly asked questions by subscribers is how to find details of my open traders. In an effort to make it easier I will simply repost the latest summary daily until there is a change. I'll change the title to the date of publication of new details so you will know when the information was provided.

 

 

 

 

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