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G. David Felt

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Everything posted by G. David Felt

  1. G. David Felt
    The biggest challenge facing the auto industry is securing enough Lithium for the planned battery packs they will use to power the new EVs that are coming. Seems that since Tesla has signed a contract and started building their auto plant in China, Chinese Lithium suppliers have warmed up to committing to them as a supplier. Ganfeng Lithium of Jiangxi China has signed a 3yr contract with Tesla to supply 1/5th of their yearly production to Tesla for production of batteries. This can be renewed in 3yr chunks if so chosen. Ganfeng Lithium has also signed a long term contract from 2019 to 2025 to supply the majority of Lithium to LG Chem. This shows they have locked in the industry two largest battery suppliers. Ganfeng planned IPO next week on the Hong Kong stock market has now raised additional investor interest and as per the consultants industry has shown how big this has become as these two deals alone dwarf the size of the whole lithium market only a year ago. Tesla also earlier this year secured lithium production from Australia's Kidman Resources with deliveries starting in 2019 to their Gigafactory. Tesla alone is expected to consume 28,000 tons of Lithium per year in support of building 35 GWh of battery packs at their plant. LG is expected to take 75,000 tons a year of Lithium from Ganfeng. Seems based on just these two companies, battery costs to auto companies should see significant drop in cost as they ramp up large scale production. Charged EV story
  2. G. David Felt
    BYD delivered the first of 13 electric buses to Indianapolis transit. This bus is to be used on the densest 13 mile corridor section to remove fumes and offer a quieter ride to the people living there. The 60 foot articulated bus will be used first to train everyone from mechanics to fire departments and to test the route for use, charging, etc. Indianapolis Transit has promised the citizens of their city to be 100% all electric bus fleet in 15 years or by 2033. This goes inline with many cities that are planning to do a turn over to all electric or hybrid buses in the next 15 to 20 years. Charged EVs Story
  3. G. David Felt
    Like this thinking but also have the option of DELETE BLING. I for one love understated luxury. Never been a huge Chrome / Bling fan.
  4. G. David Felt
    This is the kind of attention to detail that needs to go into Cadillac auto's. There should always be an ultimate luxury package for the top SUV/CUV/Car in a product portfolio. I honestly will say that this has caught my attention to go check out their current SUVs again. I am interested in seeing the interior in person, other than that, until they dump the Predator nose their product line is a DOA for me. edit: In thinking about this single option package, this really makes the LS500 a Chauffeur focus ride for ultimate passenger comfort IMHO. Check out those seat controls / features you get with the package.
  5. G. David Felt
    Cool, thanks for the info. I would have to agree as you have a limited market in Japan and elsewhere, but China is the biggest growing market. So makes sense.
  6. G. David Felt
    Never knew they were part of the OC, clearly moving them did nothing to change the brand, much like moving Cadillac to NY did nothing. Did they ever move back?
  7. G. David Felt
    Per their website: https://www.lexus.com/models/LS/features The glass is part of the door panel, see it in the uppler left pic of the door.
  8. G. David Felt
    I have to say that efficiencies will be gained by this, but that means layoffs. Personally they should have never moved there, but moved into separate space in Detroit. Course Johan did some things right in regards to quality, but most things I never agreed with him on. Too much of a German wanna be focus rather than fixing and growing the legacy of the American Luxury Auto with Heritage.
  9. G. David Felt
    Not surprised by this, I am very excited to check it out and see it when it does get here. Hopefully @Drew Dowdell or @William Maley will be able to go to one of these drive events and get pics and details on it for us. :D
  10. G. David Felt
    Right You can not say this is not pure luxury of quality. WOW
  11. G. David Felt
    Hand Folded Origami Cloth It is amazing the hand skill used in this and how cool it is to watch, Never had heard of this till this story caught my attention today. Talk about proving they can swing with the Mercedes-Benz S class on ultimate luxury, hand made quality. Ultimate Kiriko Glass - Hand etched to achieve the right colors in clear glass. This is the Lexus Executive Seating Package. From totally comfort of the seating to the interior quality it is an amazing thing to see. But is it worth it? Jalopnik story
  12. G. David Felt
    Do not do FaceBook or FacePlant as I call it. Is that a Chrysler 200 face???? ?
  13. G. David Felt
    So true, Driving is a skill you have to pay attention too and not one to rely on computers. So many need to put their shit down and pay attention to the road. After all, it is a Privilege earned not a right to drive.
  14. G. David Felt
    That is one stock I have never owned or will. Way overvalued for my investing style.
  15. G. David Felt
    For cars that is so true even the lovely CT6, the leg space is very limited. :(
  16. G. David Felt
    Agree to disagree, I hear things like this all the time with the people around me at work and yes Washington is a legal place for pot but what people accept for themselves is very different than the bar placed on leadership.
  17. G. David Felt
    @ccap41 Thanks, yes you are so right, with my 6'6" frame, that seat has ZERO leg room as the seat is against the back seat.
  18. G. David Felt
    I thought in 2 door cars that was the only thing the rear seat was good for little kids. Thanks for running out with the rugrats and showing us this!
  19. G. David Felt
    For me the style is Meh at best, as a performance car, that front nose is just a blunt piece of steel / plastic with a curved grind on it. I honestly think the peeps in this division could not come up with a better looking nose so just took a plastic block, ground off the side to give it a round shape and then say put the lights here, emblem here and we will use the Hideous look from Chevrolet full size trucks with the Roman gladiator side spikes and glue it onto the car and call it a day. I love a family consistent style, but in this case the Truck front end does not work on the Camaro. Green house is a problem for me as the bunker look is just so over and blah also. Interior can always use a better update. Pro's, best damn powertrain around I think.
  20. G. David Felt
    Ever wonder what the difference is that allowed them to become a millionaire / billionaire compared to what we are? I do wonder how the dice fell to get them where they are. I do ponder what I did different at times. Interesting thinking.
  21. G. David Felt
    The difference that I see is as you pointed out, retracts down to a small screen with functions still if you do not use the radio or nav, but they are thick and strong looking compared to the paper thin units the Germans used that do not retract and look like they would break off pretty easy.
  22. G. David Felt
    Beer is Legal, Pot is NOT by the federal gov and only a hand full of states have legalized it. The image by parents / investors that they expect is a higher bar for someone in this position. Maybe he is a cyborg.
  23. G. David Felt
    Sharp looking Wagon if you like or want wagons!
  24. G. David Felt
    Yes, I understand that, but to my point as the leader of a $51 billion worth company, he has to think about how this can be used to slander him or the company and hold himself to a higher standard. After all he is the CEO and Chairman of the company. The investors expect more from him.
  25. G. David Felt
    That is Cadillac, I am talking a Chevrolet family series that helps to reduce cost by spreading the DNA over a wider range of products. Chevrolet Camaro - 2 door Chevrolet SS - 4 door Chevrolet Blazer - 4 door CUV etc. etc. etc. I still believe if they truly focused on quality auto's that delivered on the performance creed and pushed down that you could have a family of auto's on a single platform that would deliver what people are wanting from fuel efficient commuter auto to performance, CUV etc.
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