Therefore, in this article, we will be taking a closer look at his claims to help you to quickly understand what he is proposing here and whether you should consider going a little further with his recommendations. I say this because the 12 Million Mile Battery company Paul Mampilly teases in the presentation, believe it or not, does NOT make batteries. Energy products, mostly batteries, make up close to half of their revenue, and thats also the fastest-growing part of the business. Federal Order 841, a mandate from the federal energy agency, is launching a historic rollout to help ensure the use of this device nationwide. At the beginning of the presentation, theres a picture of him with his new Tesla which sets him up nicely for what he is about to delve into: Battery technology. So if were throwing out another guess for the batteries beyond Daimler, TDK and Tesla, particularly with a mind to profiting from large grid storage projects, Id toss Eaton (ETN) on the pile as an interesting stock in this sector that doesnt (as far as I know) have any direct connection with Sila Nanotechnologies. Luke Lango, also of InvestorPlace, is another guy constantly hyping The Forever Battery That Will Revolutionize the EV Industry . But I wouldnt expect it to help you get rich overnight or anything. A senior analyst at Investor Place, Luke Lango, calls it a revolutionary company in its own right and says that right now is a golden buying opportunity for investors. This means 25 times faster charging, longer range and longer battery life.. Their battery size must have at least 20 times energy density than current battery technology. Another very minor investor, from the early round where Amperex put up some money, was the big German industrial conglomerate Siemens (SIEGY, SWAMF), but theyre huge and batteries and associated power systems make up a very small part of their overall business. Which is a lot to put on one company, but thats the magic of the teaser ad: They sell you on a fantastical trend which is real, like the advances in battery storage and battery technology being made by hundreds of companies, and then skip over the hard stuff and leave you with the feeling that theres one company theyve identified who will somehow own this trend and make you rich. Im sure their technology is indeed impressive, and maybe its better than the many others that are being developed and tested, but there are more than 600 US patents that include the phrase silicon anode alone, let alone the thousands of other varying ideas researchers are developing to improve battery technology. What Perfect Battery EV Stock Is Enrique Abeyta Teasing? This article was originally published on April 23, 2020, when we first saw the ads from Paul Mampilly most recently this has been more aggressively pitched with the idea of the 12 million mile battery, so were re-posting our solution for you. If youre talking Sila Nanotechnologies and insist on investing in that company, the only really viable way to do that is by buying shares of the companies that have invested in them and partnered with them the only publicly traded ones of consequence that Ive identified are German automakers Daimler (DDAIF or DMLRY) and BMW (BMWYY) and the Japanese electrical/magnetic conglomerate TDK (TTDKY). Why Battery Storage Will Save Our Power Grid If you have a new car on your mind, you should consider what the Winning Investor experts have to say about EVs. He publishes his work via Banyan Hill Publishing. So full of crap. When this happens, it will launch the battery to the center of the world energy mix. What Applied Materials did was make mass production of microchips with silicon possible. For the past few weeks, Banyan Hill Publishing has been heavily promoting Paul Mampillys presentation about The 12 Million Mile Battery. So whats the story? 100% Satisfaction Guarantee Please note-a paid subscription is required So yes, the numbers are based on something real but its mostly just made up imagining the size of the future industry, comparing that to the current market for batteries, and turning that into a massive percentage growth rate that will inspire you to daydream about buying the battery-sector equivalent of Amazon (AMZN) in 1999. He also expects it to create a highly-valuable sector: Thats why I foresee this market surging up to 20,300% from an estimated $250 billion niche into a potential $51 trillion industry over the next decade.. And one company is at the heart of it all. So that means theyre trading at about 11X expected free cash flow, which is pretty reasonable for a low-growth company, though that $3 billion in free cash flow is aspirational and is not likely to be available this year. The focus of Paul Mampillys 12 Million Mile Battery prediction is a battery that he claims is 25 times more powerful than any electric vehicle battery available. Detailed monthly briefings: Each month, he sends you an eight-page dossier discussing a new investment he is considering. Given the headline of the presentation, you might assume he was suggesting theres a battery that can go 12 million miles on a single charge, but thats not the case. They have made commercial progress, though, like many battery players, they seem to see their current technology as somewhat of a stopgap until they are able to commercialize much better designs over the next five or ten years. These long-legged cars are packed with batteries, boasting packs of 100 kWh and 107.8 kWh capacity and operating at 450 V and 400 V respectively. This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. So yes, Sila Nanotechnologies is indeed hoping to roll out some supply for smaller batteries this year, using their silicon anode technology in things like mobile phones and get into bigger stuff over the next five years. The model portfolio is essentially a list of stocks he is actively recommending. We use cookies on this site to enhance your user experience. The 12 Million Mile Battery is the title of a video presentation that was recently released by Banyan Hill Publishing in which Paul Mampilly talks about the new energy market and how investors can make money by investing in a relatively unknown company that is set to dominate the it. Banyan Hill Makes Investing Learn more about our core mission and values Premium Services Look over the shoulders of our esteemed experts as they share opportunities to grow and protect your wealth. Whats Best Forum is THE forum for high end audio, product reviews, advice and sharing experiences on the best of everything else. According to a worldpropertyjournal.com article, the total value of every home in the U.S. reached an estimated $33.6 trillion in 2020 (based on research from Zillow). I can only imagine how annoyed some of the folks who signed up for his service mightve been on learning this! So, lithium-ion batteries that utilize silicon are more energy-dense, but theres a problem with how the silicon expands and contracts, which has held back progress. The Banyan Hill Scam Rumours & Complaints. That is a potential 20,300% market surge.. Radar gives a two dimension picture, Lidar presents three D. There is a small UK group that are delivering a small medical solid state battery. I bought some a while back but its gone down along with everything else this year. Id wager that nobody at Daimler is thinking overly much about this battery revolution today, theyre thinking about how to get back to building and selling cars and trucks again. So what's the story here? Mampilly explains that silicon absorbs 25 times more lithium ions than graphite, the material commonly used in the anode of a lithium-ion battery. So that may help explain Paul Mampilly's "$34 trillion industry" clue. Using Teslas own data for the model S, giving 412 miles using 100 kwhr of energy, would require a charging station with a power rating of (9200/412)x100/8/60 = 16.7 MegaWatts. Amperex Technology Limited is a leading producer of lithium-ion batteries based in Hong Kong. (Revealed). The information on AffiliateUNguru.com is based on our own opinion and research, and could be different from what you find when visiting a third-party website. For more information, read our disclaimer and privacy policy. Before it gets to that, he talks about a company manufacturing a "super battery," and how it is going to corner a new energy market, inevitably increasing its value. And since theyve filed no less than 100 patents on the technology, They hold an undisputed monopoly on the battery catalyst thats sparking an expected 20,300% market surge.. And probably shouldnt be, since my impression is that investing in private companies tends to end disastrously for passive investors. And then he gets a little bit specific about the company: Some companies have tried to store renewable energy in lithium-ion batteries with very limited success. I wasnt able to find any mention that the companys technology could help a battery last 12 million miles, as Mampilly suggested in the presentation. For $47, you get a monthly newsletter that covers his latest research, access to the model portfolio, and updates on positions hes already recommended. This technology is spreading at such a breakneck speed that it will go from powering a few homes last year. Anything flies if it has profit potential. Analysts have brought earnings forecasts down sharply for Eaton, as you might expect, so the 2020 earnings are now expected to be not much above $4 a share, with revenues falling by about 20% (some of that is from divestitures, but much is from lowered expectations for coronavirus). Their longer term goal is to deliver 8-10% growth in annual earnings per share off of a sales growth pace of 2-3%, generating $3 billion in annual free cash flow, and I assume theyll continue to be active managers, buying new businesses and jettisoning less profitable ones as theyve been doing for decades. But the upside is so massive just a small stake of $1,000 could hand you a potential fortune within five years if you get started today.. Discover your dream home among our modern houses, penthouses and. They do pay a high dividend and have not yet canceled it for 2020, so the current yield is just under 4% that dividend was about 50% of their adjusted earnings for 2019, so its sustainable but it would not be at all surprising for them to cut or suspend the dividend to keep a cash cushion during uncertain times. Its parent company is one of the 500 largest companies in the world run by a man who Barrons calls a combination of U.S. investors Warren Buffett and Carl Icahn. That seemed like a discount at the time to a lot of people, since Quantumscape was one of the wildest mania stocks of late 2020 and early 2021 after it came public through a SPAC merger, soaring briefly to a valuation of almost $50 billion and a $100+ share price, despite the fact that it was (and is) still really a lab doing R&D work, with several years yet to go before they can hope to have a commercial product. Founded in 2010 Whats Best Forum invites intelligent and courteous people of all interests and backgrounds to describe and discuss the best of everything. The 12 Million Mile Battery is the title of a presentation published by Paul Mampilly in which he touts a company behind a super battery that he thinks will change the energy industry this coming decade. Rather, its a little-known California company started by one of Teslas original employees. You are using an out of date browser. "The 12 Million Mile Battery" Content By: Banyan Hill Publishing Tesla recently announced the coming "1 million mile battery" shocking the world. BMW is not as direct a partner, they have reportedly beenworking with Sila Nanotechnologies on battery developmentfor a couple years, but if they participated in actual funding rounds for Sila the participation was not publicly disclosed or wasnt as big as Daimlers. Think about that. But, as always, theres a kernel of truth underlying the tease. CATL is public, and is pretty big (market cap is near US$40 billion), though its not easy to trade since its listed in China (300750.SZ). For instance, I only just recently wrote about Adam ODells infinite energy software stock pick, which centers around renewable energy and battery storage systems. And yes, the name Amperex Technology does come up as a backer of Sila, and has been talked about as one of their initial commercialization partners though to say they just made a strategic deal is to stretch that a bit, Amperex made its strategic investment in Sila more than two years ago. Site Founder | Site Owner | Administrator, Coto De Caza, California, south golf course, The 12 Million Mile Battery | Banyan Hill Publishing, Gradually Going Off-Grid (Battery Backup and Solar), Improving, Conserving and Restoring The House, Digital Audio Forum: DAC, Transports, Digital Processing Forum. The 12 Million Mile Battery is about a company that has created a proprietary nanomaterial that will be added to the Lithium-ion battery to make it more effective at storing energy while reducing battery weight. This is where it gets interesting because he says that he doesnt just restrict his picks to the energy or tech industries. The problem with the silicon anodes used now is that they expand and retract during the charging and recharging cycles. 08 Feb 2021 . That doesnt stop Mampilly from doing the ultimate FOMO littany (or, if you want to be more nuanced, the ultimate survivorship bias temptation) by implying that this one small innovation is going to lead to the next General Electric or the next Standard Oil, And just as Rockefellers refinery launched oil to the top of the energy market, Decades after the discovery of kerosene, And just as Edisons filament made the light bulb the worlds No. So, even though Sila Nanotechnologies is a match, I have no idea where Paul Mampilly got his 12 Million Mile Battery claim from or how accurate it is. You can unsubscribe at any time. This site and authors do not offer individual financial, investment, medical, or other advice. And this general idea about improving batteries through the use of more silicon is neither owned by one company, nor new. What Are Eric Frys 2023 Stock Picks? Were all guessing at what the world looks like then, of course, but for now analysts see about $5 in earnings in 2021 and $5.82 in 2022, which means that on a PE basis were looking at about 20X current year earnings, which investors clearly hope is the trough, and about 16X forward earnings. The technology behind this is NOT the lithium battery, solar panels or any clean energy youve ever heard of. It is also run by one of Teslas original employees, adding to its credibility. Heres the total return since then of Bollor (in purple), Berkshire Hathaway (blue) and Icahn Enterprises (green), just FYI theyve all trailed the S&P 500, and Bollor has been the worst of them: Batteries and EVs are not Bollors main business, but they do highlight that area as one of their three main focal points their larger businesses are transportation/logistics (including oil logistics), and communications (mostly through large ownership stakes in Vivendi and Universal Music Group). The 12 Million Mile Battery. Because the Tesla Megapack is NOT the final energy solution we are looking for. Hi, and welcome to Affiliate UNguru. Electricity storage and electrical systems make up about 2% of their revenue right now, and do not get much of the investor relations attention, though they are certainly part of the future story that Bollor would like to build.