Jaberwock22
jaberwock22.bsky.social
Jaberwock22
@jaberwock22.bsky.social
Real engineer
In favour of a common sense approach to climate change - Net Zero is nuts.
Supporter of nuclear power
Can't abide grifters and charlatans

How much would it produce at night?
November 14, 2025 at 5:17 PM
A ground source heat pump, here in Ontario costs about $30,000.
They come with a back-up resistance heater that draws 60 amps. Most houses would need to upgrade their power supply for $10,000.
There is no saving in operating cost because gas is 3x cheaper than electricity. It doesn't make sense.
November 10, 2025 at 11:04 PM
For maximum impact per dollar spent, the money spent on EV subsidies should have gone to public transit.
November 8, 2025 at 12:23 AM
The share price jumped $14 just after this announcement, but it is now down a few cents in after-hours trading.
I think we'll see a sell-off tomorrow.
November 6, 2025 at 10:17 PM
I think the grant award gives him the option of selling the shares or paying the taxes by some other means, including borrowing using the shares as collateral, or accepting fewer shares and having Tesla pay the taxes.
October 25, 2025 at 2:12 PM
Reposted by Jaberwock22
September 23, 2025 at 2:27 PM
3. The $1 bn worth of shares he just bought is a drop in the bucket compared to what he will be selling to pay taxes on his big fat bonuses.
The share based compensation will wipe out all of Tesla's GAAP profits.
seekingalpha.com/article/4821...
seekingalpha.com
September 16, 2025 at 10:37 PM
2. If Musk loses, the board has initiated a plan to give him 96 million shares, plus 207 million shares to be voted by shareholders (at $23.34, vesting in 2yrs).

Tax is due on vesting ~ $50 billion

Musk can borrow to pay the tax and the $23.34 but more likely he or Tesla will sell shares.
September 16, 2025 at 10:37 PM
If the shareholders approve the issue of new shares in November, Musk will get 300 million shares to replace the ones lost in the Tornetta case. The shares will come with a tax bill of about $50 billion. He will likely have to sell shares to pay that bill.

seekingalpha.com/article/4821...
seekingalpha.com
September 16, 2025 at 10:05 PM
The world's biggest battery will have enough capacity to run the UK grid for about 5 minutes on a cold, windless January night.
September 10, 2025 at 12:59 AM
You have no clue about the scale of what would be needed for batteries to reliably back up wind power.
September 10, 2025 at 12:24 AM
If wind power is cheaper than gas, why does it cost more than gas?
September 10, 2025 at 12:23 AM
People touting batteries as a means of backing up wind and solar power have no clue about the scale of what would be required to provide a reliable grid.
September 9, 2025 at 5:53 PM
The world's second biggest liar is complaining about lies in the media
September 8, 2025 at 12:11 AM
Merger meaning bail-out, similar to the Solar City "merger"
September 6, 2025 at 1:36 PM
4. Moving Tesla's future trajectory towards AI gives him a reason to claim synergies between xAI and Tesla. In the November shareholders meeting, he will try to persuade Tesla shareholders to approve an investment in xAI, perhaps even a merger (read bail-out) as he did with Solar City.
September 2, 2025 at 10:54 PM
3. Musk is running out of options for raising the kind of capital he needs for his privately owned companies.
However, he has difficulty distinguishing between company money and his own. In his mind, Tesla's cash pile belongs to him and he is anxious to get his grubby fingers on it.
September 2, 2025 at 10:54 PM