Thank you God.
So what the hell does this even mean?
Let me explain
SpaceX didn't buy solar panels. It didn't even buy the factory. It bought the right to build the machines that build the cells, from a company it kept alive with its own money.
Everyone is reading the SINGULUS deal as a €60M supplier headline.
Read the timeline instead.
23 Mar: a struggling German equipment maker gets rescue funding. Stock about €2.15.
16 Oct: China proposes export controls on solar cell tech, HJT included.
21 Oct: the same lender puts in another €22.75M and every euro owed to its Chinese shareholder gets repaid. The Chinese shareholder is out.
10 Nov: SpaceX says it funded both, and orders the first turnkey HJT line. Over €60M, delivery H1 2027.
SpaceX lent about €55M, then became a customer.
It doesn't own SINGULUS. It owns the option to scale to 100+ GW of cell equipment with a Western machine supplier it kept alive.
Elon said most of a satellite's mass is solar panels. Control the cell and you control the satellite. Control the machine and you control the cell.
The market sees a supplier. I see SpaceX buying the bottleneck before anyone knew it was one.
$SPCX
7
What on God's green earth is happening to Denver, Colorado?
Denver Office Building Sales
621 and 633 17th St. sold for $3.2M ↓97% from $112M in 2008
Denver Energy Center sold for $5.25M ↓97% from $176M in 2013
820 16th St. sold for $2.7M ↓89% from $24.5M in 2018
City Center sold for $57.4M ↓86% from $400M in 2020
Trinity Place sold for $6M ↓85% from $40.2M in 2015
Hudson's Bay Centre sold for $8.95M ↓78% from $41.5M in 2014
Denver Place sold for $47.5M ↓76% from $200M in 2007
Centerpoint I and II sold for $23M ↓70% from $77.5M in 2019
The Link sold for $7.2M ↓68% from $22.5M in 2019
#CommercialRealEstate
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Bravo!
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
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19
Legend.
在硅谷千亿富豪圈里,微软前任 CEO 史蒂夫·鲍尔默(Steve Ballmer,目前身家超 1200 亿美元)活成了所有投资人最羡慕的样子。
他既不像马斯克那样天天睡在工厂里造火箭,也不像贝索斯那样到处折腾新公司;他从微软退休之后干的最核心一件事,就是死死抱住自己手里那大约 3.33 亿股(约占微软 4%)的微软股票一股不卖。
按照微软最新上调的季度分红标准计算,鲍尔默哪怕一年到头天天在家里睡觉打高尔夫球,微软公司每年光通过股票现金分红(Dividend),就要往他的个人银行账户里自动打入超过 11 亿美元的纯现金!
手里现金多到花不完的老头,干脆掏出 20 亿美元买下NBA洛杉矶快船队,又自己全款掏了 20 亿美元现金(没向市政府要一分钱补贴) 在洛杉矶盖了一座全新的高科技主场。
因为老头平时看球最烦球迷去上厕所排队耽误看比赛,他直接下令在球馆里装了整整 1160 个马桶和小便池(是全美其他NBA球馆平均水平的三倍),保证全场一万八千名观众哪怕中场休息同时去上厕所也不用排队。
16
Did someone say "Banger?"
Eli Lilly's pipeline is out of control:
Q3 just dropped:
- retatrutide: ~28% body weight lost at 80 weeks, up to 30% at 2 years in the extension (phase 3, not approved yet)
- retatrutide vs ozempic's top dose in type 2 diabetes: more than 2x the weight loss
- foundayo, the weight loss pill: $184m in its launch quarter
- elora + tirzepatide beat tirzepatide's top dose in phase 2. phase 3 starts this quarter
- a once-weekly insulin got fda approved
- mounjaro is now approved to cut heart risk
- olumiant approved for kids 12+ with severe alopecia areata
- $24.4b revenue in one quarter, up 39%
what's coming:
- retatrutide trials in heart disease, knee osteoarthritis and sleep apnea
- olomorasib, a KRAS lung cancer drug, with durable first-line data
- a next-gen ADC for ovarian cancer, first human data just shown
- in vivo car-t, from the kelonia acquisition
- one-time gene editing for high cholesterol, from the verve acquisition
the number that matters: volume up 53%, price down 15%
my take is that obesity is now the cash machine, and lilly is spending it on everything else: gene editing, cell therapy, cancer.
the weight loss boom is paying for the next wave of drugs
bio/acc
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All ya need is a rope with no ends. Hmmm... Where do ya find that Mr. @Knowledgefeedx? Same place where they sell pot holders?
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