Reddit Posts
TSLA mania to continue Monday with EverCharge and ABB pledging piety to NACS
ABB falls 5% as Q4 profit dropped, orders declined (NYSE:ABB)
Ethereum Name Service ($ENS) is Airdropping Tokens worth up to 5000$ for the first 1000 People To Claim it.
Atkore Inc. ($ATKR) An attractive prospect for the future of Green Energy and Infrastructure
Atkore Inc. ($ATKR) An attractive prospect for the future of Green Energy and Infrastructure
$BGRY - A Robotics Company Visits the PennyLand But is Riding a Huge Wave of Warehouse Staff Shortage and E-grocery Boom
$BGRY - Robotics Company Riding the Huge Wave of Warehouse Staff Shortage and E-grocery Boom and yes, Omicron Variant
$BGRY - Robotics Company Riding the Huge Wave of Warehouse Staff Shortage and E-grocery Boom
$BGRY - Robotics Company Riding the Huge Wave of Warehouse Staff Shortage and E-grocery Boom
$TAKOF ~ The good news just keeps comin…
Why is no one speaking about EV charging and grid limitation?
(ABB) stock 🚀🚀🚀🚀🚀This company goes to the moon with the world's fastest battery charger, charges tesla in 15 minutes
TAKOF at $1.10 US: May be last chance to pick up this Canadian gem, Drone Delivery Canadas, at this price
Drone Delivery Canada got a patent to land a UAV (drones) just using a light source instead of a landing pad saving costs and increasing accessibility
Tools used as weapons to monetize Billions & generate hundreds of millions every year at Drive Shack $DS aka per www.driveshack.com Dec 2016 Shareholder presentation by Wesley Edens, Chairman of DS aka Newcastle Board. Fortress split of $NRZ&SNR sold for 2.3B before name chg. $NOVC must be next.
$INTT this one catching my eyes and potential to be better than meme stock
Drone Delivery Canada selected by UBC for remote communities delivery initiative
Halo Collective ($HCANF) - A rapidly growing leader in vertically integrated cannabis innovations, led by award winning management. Acquisitions, Expansions, Profitability, and 99% Market Penetration.
Mentions
ABB - Always Be Buying I didn’t stop dollar cost averaging into the S&P through the covid dip and was greatly rewarded. I wont stop shoveling coal into that stock market steam engine for the next 20+ years
Yeah, everytime I played a video game. It’s also been part of the production industry through automation and robotics. Check out the company ABB for example who makes robotic arms. Just because you can now talk to a little friend that basically remembers all of wikipedia and can form sentences on its own doesn’t mean AI hasn’t been around before. Sure development is going ”fast” now, but only because managers found out doing and mentioning investments in AI boosts their share price.
I posted this about a year ago and ABB Limited is up ~41%. Now who is laughing? I thing OP did pretty good for an inexperienced trader.
About one year ago I posted this and ABB Limited is up ~41%. I hope you or someone else that was here rode this thing with me.
About One year ago I posted this and ABB Limited is up 41% in the last year. Hopefully someone else rode this thing up with me.
One year ago I posted this and ABB Limited is up 41% in the past year. Not too bad for someone with their head up their ass. Im assuming you didn’t buy any based on your aggressive comment.
Well, the EU is not that far off in terms of total GDP to the US, just because you don’t know any consumer companies to invest in doesn’t mean that the EU doesn’t have good businesses… EU is full of highly specialized companies with extremely high competencies. You’re right in that you as an American consumer probably wouldn’t purchase any European products, but there’s a whole plethora of smaller companies heavily invested in R&D, specialized tools and solutions and so on. Companies like ASML (without their machines, the worlds production of the most advanced chips would end), SSAB (Swedish steel company now first in the world making commercily available fossil-free steel), ABB (energy and automation equipment), Ericsson and Nokia almost contribute to the whole worlds telecommunications equipment with Chinese Huawei being their competitors. Skanska is a construction company who built many prestigious buildings around the world. Maersk is one of the worlds largest shippers (by boat) Novo Nordisk and AstraZeneca are examples of medical companies. I’m giving you many Swedish/Nordic examples because that’s where I live haha. What I am saying is, yes we don’t have as many huge conglomorates and huge companies as you do. But we have a metric ton of small to medium sized niche and specialized companies that make a lot of stuff the world relies on, you as a consumer just don’t know it.
There are better players (ABB, Alpitronic, Wallbox and also the Chinese are coming) Tritium product is kinda outdated in the EV market
Tesla's charging standard had been proprietary until November, when it made the design and specifications public and rebranded the technology as the North American Charging Standard (NACS). "It's great to see the industry coming together to adopt the North American Charging Standard," Tesla's senior director of charging infrastructure, Rebecca Tinucci, said in a statement. Manufacturers and operators of CCS chargers such as ABB E-mobility North America, a unit of Swiss industrial firm ABB (ABBN.S), Tritium DCFC (DCFC.O), EVgo (EVGO.O) and FreeWire have raced to announce the addition of NACS plugs to their charging stations since the Ford and GM announcements. Tesla has struck comparable deals in recent weeks with General Motors (GM.N) and Ford (F.N). While other automakers get access to Tesla's charging network, Tesla stands to profit from selling power to a bigger group of electric vehicle drivers.
ABB Terra units are 25kw, so you're still wrong. Dcbel, if they ever get to market, is making a home DC charger that is a little over 15kw and guess what it runs off of? I'll give you a hint, it's not 3 phase power. There is no reason that a DC charger can run off single phase power. It's not as efficient since it requires a higher current to reach the same power output, which means more energy loss due to heat, but that doesn't mean it can't be done.
That is absolutely false. ABB Terra DC chargers are single phase. We have them all over the place at dealerships around me. Most solar residential solar systems that have attached battery storage have DC chargers running off residential single phase. It's just a matter of power that can be pushed through a DC rectifier on single phase vs 3 phase.
https://global.abb/group/en/investors/nyse-delisting > ABB has delisted its American Depositary Receipts (ADRs) from the New York Stock Exchange (NYSE), and ultimately seeks to deregister its ADRs and the underlying shares under the US Securities Exchange Act of 1934 (the Exchange Act).
So I was at ABB when this happened so I might be skewed but their purchase of that $3B chunk of GE was a nightmare. They fired the CEO over it and it triggered a complete restructuring of the company. A lot of the impact is buried in m&a and divestment activity but it was an uh-oh that would have crippled ABB without the swift board action
The Wallenberg family owns a third of all the Swedish stock market. 2-figures investments in eg ABB, AZN, Saab, Scania, Ericsson and 11% of Nasdaq Inc. Worth $250bn
Honestly it's been a rough go for smaller materials handling businesses. Six river systems via Shopify is blowing the doors off. Teredyne bought MIR and Auto guide in a very splashy manner, but autoguide is struggling. ABB is making heavy bets, just bought an AMR company (automod deleted post because I named it) another BIG acquisition, but they've made a string of acquisitions across the space for their service robotics product group, including nub3d, intrion, B&R helps this play but the B&R play want about that. Toyota is making major moves with it's new mobile robot autonomy software incubator. Honestly, all of the really exciting plays are way too risky for me and generally privately held. I think there is a VERY interesting battle going on between the sensor companies, SICK just released a new AMR focused lidar that is buhzonkers, especially if they will eventually safety rate it. There's some REALLY stuff going on in sensors and that's where you are going to see some real opportunities. A lot of these AMRs and logistics systems, their COGS is 50% sensors. Some innovations are coming where you could combine two sensors into one and *poof* knock 10% off your COGS Honestly? I'm a SUPER conservative investor, really I'm not an investor. I'm interested, but I'm a robot developer and I work with lots of VCs doing diligence and advising on investments so this shits interesting to me. You want to know who I am waiting to buy IMMEDIATELY!? the first company that markets a 3D safety rated lidar for under $10k with a minimum range of 10m. Honestly? If someone did that? You wouldn't be able to sell an AMR without 3 or 4 and still be competitive. But you know, keep this under your hat friend ;)
I don’t remember why I passed on ETN or ABB, but probably had to do with the evaluation.
Thanks, I knew about WCC but ATKR was new to me. I know they are big players, but what are your thoughts on ETN and ABB? Both are at or near all time high stock price, but I’m wondering if they will go up? They both have a large manufacturing footprint in the American south so I expect them to prime targets for government infrastructure projects, but I’m wondering if that’s already priced in?
>. The issue is you are still treating them as a car company when analysts and people who buy Tesla stock are not. Is there something you somehow magically know that they don't? Because they are a car company. They make all their profits in cars. ​ >Other automakers could have done the same but they lacked innovation, expertise, corporate leadership that replaced innovators, and overall were making too much money from ICE vehicles to care. Stellantis is profitable selling EV's? Can you prove it? If they are profitable, why is their CEO constantly in the media complaining about EV's being too expensive? Yes, and now there is competition. Look at Stellantis latest earnings report, cars sold and contrast those with those last year and the growth in EVs. If EVs weren't profitable, they wouldn't have such a good result. >Declining economy = drop vehicle prices. It's common sense, dude. Tesla isn't the only auto company dropping prices. The price matter for Tesla, as they are priced like they would grow a huge amount. Last year they had high prices. If you make 9k per car, and cut the price by 2k, you suddenly make only 7k per car. So it does matter to your valuation. Yes other car companies cut prices as well. The problem here is the model that helped Tesla in good times. No dealerships. With most carmakers, the dealership takes the hit on margin, not the car company. With Tesla, they take the hit. Again - each business model has advantages and disadvantages. > That and the fact that people don't replace their vehicles every year. You still can't explain the massive blunder in auto sales falling and revenues falling for automakers. That isn't 'cyclical.' That's because vehicles become more efficient. The auto industry is not an attractive investment segment, period You are saying it the auto industry is not an attractive investment and Tesla is no exception. It sells cars. It will be hit in downturns. >Tesla just began ramping up energy storage so it will become more evident in the upcoming years rather than now. Margin are inherent to competition. And you have competition from CATL one of the best in the space. That will drive margins down. ​ >Hyundai acquired them - they didn't start it. Huge difference in expertise. That's like saying Apple can acquire LUCID and all of a sudden, Apple is an expert on EV's. Either way, Boston Dynamics robots aren't purposed the way Tesla Optimus plans to use their robots. How many robots have Boston Dynamics sold since the inception of their company? There's your answer: They aren't focused on selling as much as they are just creating concepts. Tesla plans to use their Tesla Optimus as a daily form function at an affordable price. Boston Dynamics can't achieve that which is why they are simply creating niche robots for a specific purpose only, largely for commercial use. Tesla doesn't even have a prototype that goes beyond something from the early 2000s and you are talking about like it is already the leader here. Tesla hasn't sold any either. You are literally disproving your own thesis. > If you think Mercedes can achieve that, you don't know much about the system. Mercedes literally has it and beat Tesla to level 3. If Tesla is so great here, why don't they apply for Level 3. Easy because they can't do it. >CATL isn't a car manufacturer. They are a battery manufacturer. Yes that is my point. >Most of them don't, actually. Which is why when there was a chip shortage, many of them were clueless on how to repurpose their chips to enable a wider range of capabilities. Tesla repurposes their chips because they have a legitimate engineering team that works on this. "Android Auto and Carplay is better." Yeah, it's better because again, these auto companies suck at software. Tesla's software is good enough to where Android Auto and Carplay actually makes it worse for a Tesla driver in terms of experience. Volkswagen tried to improve their software capabilities but gave up leading to what many believe was the reason Herbert Deiss was fired (too much emphasis on software that ultimately didn't pan out). Ok you clearly have no knowledge about the chip shortage. The chip shortage was mainly because foundries did not want to produce the low margin car chips. These chips have been thoroughly tested and been approved in different weather, location etc. Car companies did not want to risk problems down the line with non-car approved chips. Tesla did. Yes legacy car still has catch-up to do in Software. But the point is, that despite this, Tesla is already getting outsold or has competitors catching up quickly in terms of sales numbers. >That's why Tesla's automanufacturing plants are far more efficient than other automanufacturing plants. Other auto companies don't do this because they are just assembly plants. Order parts, assemble, sell to dealerships. Tesla has more control of the total business. Yes and it comes with the positives and the negatives. ​ >"Baked into the valuation." According to who? You? Do you have numbers showing any of this? To get to the current valuation. Tesla earnings need to grow 30% for 5 years and then 20% for another 5 years. Given their historic growth that doesn't sound a lot, but cars don't scale. i.E If you start at 200k vehicles and have 1 factory, that can produce 500k cars - you don't need a new factor. But if you are at 1 million, you suddenly need a new factory every year. Scaling gets harder and harder. There is also a limit to how many cars you can sell on the ASP that Tesla does. There is a limit. So either Tesla offers cheaper cars, that would erode margins or they stop growing. ​ > How much are you valuing their businesses? I already showed you that Tesla is worth more than BYD, CATL, Toyota and Hyundai combined. Want more purposeful robotics. Add ABB as well, and we are still below Tesla's market cap. ​ >There are a lot of EV companies in China so the fact Tesla is #2 isn't a slight against Tesla in the way you think it is. Do you think Apple has #1 market share in China? No. How much is Apple worth again? Remind me. Thus, Tesla doesn't have to be #1 in China to be worth a high amount as a company. You can not compare Apple with Tesla, that are two different businesses. Yes they literally have to on their valuation. ​ >CATL, battery manufacturer. And they operate in the Chinese exchange, not USA. If you know China, you would know that their capital markets are very weak compared to the U.S. markets. That's why many Chinese companies issue ADR's to trade on the U.S. exchange. CATL would be worth more if they traded in a wider access exchange. Hyundai is a garbage business, dude. They make $850 net profit per vehicle sold. Their business is weak and not growing. I added Hyundai for the Boston Dynamic part. But good luck. It doesn't seem to matter what arguments one brings. Tesla will apparently be the leader with unbeatable margins that won't be erroded by the competition. Would be the first in the history.
I’ll put a 5 day ban on ABB Vie
That's if you didn't buy any more on the way. ABB, always be buying, then you are guaranteed to buy the bottom.
its just small company in what soon will be a commodity trade. Just like gas station 90 is 90, juice for your battery will be the same. EV charging will be open standard, when gas station provide charging or Utility company join the segment or when big real estate (Mall, McD) adopt EV charging they will talk with big boyl. ie Siemens, Emerson or ABB. Buy this startup if they are trading below their fair value in hope they will be acquired by big boy.
Nvidia has already built a moat across all businesses that use this, and it's not new. In fact, it's about 12 years old, right at the forefront of the initial pushes for machine learning as some neat thought experiments at Google and some other medical and pharmaceutical think tanks looking for better ways to parse large volumes of data to find new symptom patterns for better diagnoses and to formulate and simulate testing of novel molecules for new drugs. Nvidia started running before anyone else realized there was a race underway. It's to a point that new systems are written to fit within Nvidia architecture from the outset, they're so entrenched. It's like Infineon (which I also own a bit of) and electric vehicles of all types. They are by far the most prolific and diverse producer of IGBTs in the world, and every electric vehicle is going to need one in them to properly function, and they got out the gate as early as possible creating IGBTs specifically designed for compact systems like cars. They're relatively new compared to ABB and other standards, but they got a head start after their IPO and dug into R&D at an initial loss, then quietly stole the future.
They are tricking you - load up on ABB calls.
https://www.mordorintelligence.com/industry-reports/smart-cities-market#:\~:text=Smart%20Cities%20Market%20Top%20Players%201%20ABB%20Ltd,Electric%20Co.%204%20IBM%20Corporation%205%20Ericsson%20Inc.
ABB Always Be Buying then you will definitely buy at the bottom.
someone explain ABB to me, I was gonna get a call but pussed out. They missed earnings twice and crush this shit, and are down? Profit taking? Still in an overall bear market? It's not high volume options so its not fuckery to get premiums.....
ABB. Always be broke. That way this will have no effect on your life or lifestyle. When you get too old to work swim really far into a cold lake and be reborn as a perpetually single bachelor. I've been doing this for thousands of years.
Robotics Companies to invest in, check these first! ABB Ltd. Mitsubishi Fanuc Corp. Yaskawa Electric Corp. Adept Technology Inc. Apex Automation and Robotics Aurotek Corp. Stäubli Kawasaki Robotics Inc. Rockwell Automation Inc. Even though my goto and #1 favorite is not on the list don't overlook her because when it comes to PLC's on the rail - Siemens is da shiiaat and there product capabilities given the size ratio/compute power, etc is the leader (speaking from a real world programming experience it is the only PLC that I would trust when life/limb is on the line)
Unfortunately ABB. Always Be Buying. While being long something, and a bank comes out and gives your position a down grade. Its a Gift. Temporarily an unrealized loss. But, opportunity to buy more. Problem is, I don't have endless money.
Dunno man… that chatgpt seems like a serious threat to google ads. Google has turned into a spam search engine imo, giving a full page of affiliate riddled results where each page is overloaded with crappy ads. It’s just only a part of their revenue but still. Google still gets most of its revenue from ads. And other big players are starting to take a chunk of it. Tech is about to change significantly in the coming years. Automation, robotics, artificial intelligence etc. doesn’t seem anyone os ready. ABB stock for me.
Sure. **For Uranium:** Denison Mines, Paladin Energy, Energy Fuels, Global Atomic & Silex (Usually I prefer bigger companies which are "ready to go" once Uranium price hits a target where they want to sell or reactivate mines to make a profit; GLO for also zinc ;Silex for a laser enrichment gamble) **Energy Storage & Batteries:** Wisdom Tree Battery solutions ETF (I cannot tell which companies make the run, so I go defensive about that, Allkem, Umicore, Alfen and more are in there; BYD is also a people favorite but Im not invested) **Solar & inverters:** 7c solarparken (on my watchlist for a buy if it gets cheaper), ABB, Enphase, Schneider **Battery Metals:** Lithium: Ganfeng (big "safe" player but China; Leo Lithium Joint Venture with Ganfeng to produce 2024) **Rare Earths / Semiconductors / EV (Lithium/Battery ETF above) / Circuit Boards & Materials for catalytic converter:** AT&S Austria, TSMC, Tokyo Electron, Lynas Rare Earths, Sylvania Platinum That should be all. I have a lot more on my watchlist to maybe get an entry this year.
I don't think they are the coke and pepsi of inverter. They are dominant in rich countries, for the rest of the world it's huawei, fronius and SMA. SEDG and ENPH are trading on rich valuation, so they have to deliver QOQ which is risky, I think it will not be samsung or LG that go for the inverter market. it is part ABB, Emerson, Siemens, GE bread and butter, they have been for more than 50 years making ac/dc conversion equipment and involved in multi mega watt electricity project.
several idea: 1 hydrocarbon company: energy is required in manufacturing solar panel and wind turbine - natural gas for flat glass panel in PV - petrochemical is needed for bonding solar cell to glass, making windmill blade, coating and lubricant to prevent corrosion in wind turbine. - metalurgical coal for steel because its needed for frame to hang the PV panel, wind turbine post, metal bearing. - coal to make concrete for wind turbine base. (this is a big problem and a lot of research is on how to reduce concrete use). Just look at youtube video on how big is the foundation of windmill. A lot of big oil company are just a big energy company, so they will be able to join green energy project as well. They have the capital and know how around project management, and how to navigating red tape to delivery green energy infrastructure on time, on budget per specification. 2 Big electrical company like ABB, Emerson, Siemens, Phiips for grid infrastructure, they might become dominant player in inverter as well.
ya know we disagree on the means but not the inevitable result. you can invest in automation companies as well :) ABB, Teradyne, Keyence, FANUC, Cognex, Rockwell, just some examples...
Im also in a similar field, Im a robot tech (some plc experience) for Fanuc, Kuka, ABB, and I've been co-oping at a welding automation manufacturer while getting a degree in mechanical engineering. This was my last term and they offered me a job once i finish school and when I went in to talk about wage, theyre paying me 7 dollars more and hour than what I asked for. When I asked why, they said "well because theres quite a few people who believe that you're going to help this company innovate and they dont want you to get bought out by another company". What a feeling that was let me tell you
I've been looking at Rockwell Automation and ABB stocks. The Allen Bradley brand owned by Rockwell Automation is the global leader in this sector and is associated with making quality products. ABB is a major player too. ABB are also the leading provider of electric car charging infrastructure in Europe, so you get exposure to that growth sector too I prefer picking the 1 or 2 of the companies I actually want to own rather than a sector specific etf.
You’re comparison of Lowe’s/Home Depot is spot on! I always recommend newer investors pick two similar but competing companies and compare their balance sheets. Uber/Lift, dollar general/dollar tree, Eaton/ABB, also pull up the general ETF or mutual fund data. If EOM/CVX are similar enough what’s XLE say?
Maybe off topic but What about control automation? Does ABB or anyone else make controls for reactors? Is there a more broad nuclear etf that doesn’t just focus on uranium mining?
ABB introduced a perfectly fine robot for manual labor in the 70s, I'd be happy to be /r/agedlikemilk but the tesla bot won't create a new succesful market.
Schneider Electric, ABB, legrand, Vertiv, Eaton
Yeah and it’s a concept that doesn’t have to last for a half million miles pulling 50 tonnes. Electric traction motors a very well understood, why do you think Tesla can magically build them lighter and more robustly than companies like Siemens, ABB, EMD and GE that have been building them for over a century?
Wtf you talking about, bro? Don’t make shit up if you don’t know. 200kW traction motors for these type of applications are about 500kg each, the inverters about the same and the gearbox is about 200kg. https://library.e.abb.com/public/d5a6aafb8cf541f4a5770fa679840149/3BSM625000-11%20AMXE250_EN%20_06_2022.pdf ABB is just one supplier but these type of high torque, high power motors are already commonly used in trains and large plant (mining haul trucks, etc.)
5k in a Roth IRA in the S&P 500, a couple hundred in ABB, a couple hundred in innoviz, a couple hundred in lumen, and a couple hundred in Prologis, along with some random investments
My strategy has been to split and buy every 2 weeks over the next 9-12 months. If it goes up I am happy if it goes down I am happy. Either way seems like a win by ABB (Always be buying)
ABB - their power grids division should be all over this.
ABB Ltd (ABB) has its own electric car and bus charging solution and has a really good service background. They can be a big winner if you think this will be the future. Btw. 30bus charging at the same time should be 4-4.5MW/h Electricity. For that, they need to build new transformer stations too and ABB can provide that one too. Huawei is big van too on this but you cannot trade that one :(
ABB= Always be buying. Now is a great time to be buying, The market is down and you buy more shares for your money,
The problem with ABB is that municipalities are beginning to crack down on short term rentals. The writing is on the wall that this system isn’t sustainable and localities are starting to make it harder for people to turn their long term rental properties into short term rentals.
I just booked a place in Napa that was listed for ~5 days at ~5k. With fee's it came to over 7k. That's fucking ridiculous. I'm going back to high end hotels personally. Because on ABB you not only pay exorbitant fee's on top of a comparable rate to a high end hotel, but you also have to do a growing list of chores on your way out (despite the fact you pay for ~800 for cleaning in your god damn list of fee's). I thought this was unique to the place i stayed earlier this year, but this recent one this past couple weeks was the last straw for me personally.
AI/robotics/automation. I like ABB.
AI/robotics/automation. I like ABB.
I am a fanuc robot programmer and love those robots. Every year, our company buys more and more robots. That being said, I really don't think those companies : Kuka, Fanuc, ABB, etc are particularly good investments. They aren't money printing machines like apple and msft are. They sell to a very very competitive industrial sector.
Can't say about any price development regarding the ETF, but after a short look it does appear to have some quality holdings in Industrial robotics and process automation. If you are into the field, then why not just buy ROK, ABB, Schneider Electric, Fanuc or something along those veins?
ABB. Always be buying.
TSM and QCOM for me. I am extraordinarily bullish on semi conductors for the long haul. When winter kick in and we take a tumble on the European market, due to energy scarcity, I'll be picking up in industrials with heavy exposure to energy transitioning and industrial automation. Stuff like ABB, Schneider Electric and Siemens.
Nestle, UBS, Julius Bar, Roche, Novartis, Lonza, Logitech, On, ABB, Hilti, Glencore? These are all listed in Switzerland. Capris hat loads of private companies. Most porn sites are there haha. Point is, it’s not that nobody is investing in Europe. It’s just that tech, which is listed in the US, has massively blown up the past decade. Then Google, Starbucks, Amazon, Facebook all have massive operations and/or European headquarters in Ireland or Switzerland. And there’s many more huge companies elsewhere in Europe, think VW/BMW/Mercedes/Renault, Adidas, Shell/BP…
I completely agree. I'm buying neither NXPI nor ASML right now. I imagine I'll start accumulating in a few months. Although there will probably be quite a bit of competition for my funds. I do believe European industry will take a severe beating this winter, and I'd very much like to increase my exposure to energy transitioning and industrial automation. Stuff like Siemens, Schneider Electric and ABB are high on my wishlist, if they get clobbered hard.
ABB - Always Be Buyin
ABB. That sweet automation and electrical grid.
ABB bought GE, so I guess it's technically on brand now.
[So essentially an ABB arm except worse performance, reliability, load and functionality.](https://new.abb.com/products/robotics/industrial-robots)
Only leaders in their industry like DOW, ABB, PFE, etc.....
Nice try. TSLA uses KUKA robots in their manufacturing process. Ideally they would make their own robots and cut their bottom line out but it will be a while. But there are still ABB, Fanuc, and many others that are great alternatives with established and ongoing support.
Great, I'll continue to dump my same weekly fixed quantity in that I always have. ABB, always be buying.
There are a lot of manufacturing companies in Puerto Rico. ABB (old GE) makes low voltage electrical breakers in Puerto Rico. Medtronic and other medical companies are in Puerto Rico
>The winter months Nukes come back online. Belgium and Germany might decide to keep their 6GW scheduled for closure online. With the French fleet back in action that could make an aggregated swing of 38GW from worst to best case scenario. On top winter tends to be the windier season, so the wind turbines will actually produce a bit as well. If we have a bit of rain during fall, there might also be water to run the hydro power. >continued conflict Not sure how that would effect EU markets? >rising gas prices Gas storage across the Union currently sits at +85% of capacity. If other energy sources picks up the electricity production, there is no gas crisis. >supply chain issues, Those who haunt the global economy or something EU specific? >increased inflation due to energy prices Far from assured to play out. This year's top could well be behind us. >reserves depleting Reserves are growing currently tho. It could all very well get worse, and I'm personally on the side line for picking up some European industrials (ABB, Siemens and Schneider Electric) if shit turns bad and Industries are forced to cut production. But I am no way near convinced enough to be willing to pull a short position. If all the pieces of the European energy puzzle fall into place by winter you could be looking at a 15% loss on FX alone if EUR/USD exchange rate normalises as well as indexes reverting to January levels. It is entirely possible a short initiated Monday would be 40% under water come January. And I find it extremely unlikely that a we'd see a 40% drop from here even in the worst situation. So if it's a coin flip situation you are playing bad odds. It is an extremely risky bet
Novo Nordisk, Investor(OMX Stockholm) and ABB
>Shell: Sure. They sell oil though. I don't care how automated you are, if your product falls out of favor (which it looks like oil will soon), your profits go down. >Coca-Cola: So is every other manufacting company, everywhere. That doesn't mean Coke is designing their own automation products. Or even automating their factories themselves. They outsource a lot of their tooling, just like everyone else. Coca-Cola makes soda (and other food/drinks), not robots. >wasn't iRobot bought out by Amazon almost a month ago? Yes, they were (for far less than they were worth, imo, but that's a discussion for another post/thread). But iRobot has near-zero presence in the warehouse/factory space, and Amazon had near-zero presence in the home spaces (they "barely" have any presence in they factory/warehouse spaces too, given that they are far and away their own largest customer - bad for investing in, if your goal is robotics exposure, imo) >Facebook, Microsoft, Apple, Amazon are all just safeish tech picks. I didn't buy a "tech" fund, I bought a "robot & automation" fund. I give a *slight* pass to Microsoft, since they at least actively contribute to ROS (Robot Operating System) and Ubuntu now, which *a lot* robots now run on. But they don't really sell any robot products, either. >for industrial robotics its all about ABB/Kuka/Fanuc, the rest are mostly smaller players often private companies like Universal Robotics, Kawasaki, Mitsubishi, Yaskawa Motoman, Nachi, Stäubli. And literally none of those companies were present in this fund. Not even a smaller portion of the fund. Not a single share.
Shell: a whole lot of automation happens in Oil/Gas industries, they have shit tons of money to spend to reduce labor cost. Coca-Cola: they need factories all over the world and packaging robots are a hot commodity to them, reduces labor/downtime in higher labor cost markets for the worlds largest beverage provider. Pintrest? idk that sounds like a bad pick. IBM is also more on the data center/software side I don't think they are very active in industrial automation to my knowledge, national instruments NATI would be a better legacy pick. wasn't iRobot bought out by Amazon almost a month ago? they also are becoming way more advanced in the warehouse space of ASRS (automated storage and retrieval systems). Facebook, Microsoft, Apple, Amazon are all just safeish tech picks. for industrial robotics its all about ABB/Kuka/Fanuc, the rest are mostly smaller players often private companies like Universal Robotics, Kawasaki, Mitsubishi, Yaskawa Motoman, Nachi, Stäubli.
>their largest customer is Tesla Didn't know that. >TwinCAT is very promising though for future applications For sure. Our developers worked with Siemens, Rockwell and Beckhoff as PLC platform and Fanuc, Stäubli and ABB as robot platforms. From a developer point of view Stäubli and ABB are equally good and look future proof, Fanuc and Kuka are not well received by the developers and are seen as less developer friendly. PLC platform heavily depends on the customer and which platforms they already have in their factories. US is mostly Rockwell, in Europe Siemens is often used. But if we have no requirements we always choose Beckhoff. But yes from an investor point of view, there are not many choices.
Beckhoff is also very small compared to the two behemoths AB Rockwell/Siemens. Just to put it in perspective their largest customer is Tesla and I can tell you we use less Beckhoff and more Siemens for new projects lately. TwinCAT is very promising though for future applications, just a small company yet to grow to compete with the big dogs. Stäubli sounds interesting, never used their products but I bet they are big in textiles. Robotics wise ABB/Kuka/Fanuc are the bigger suppliers as far as i can tell in my industry.
Their software is super expensive to get into (IIRC like $5k to get a Studio 5000 license) and customer service sucks. Blaming supply side issues is popular right now but AB and ABB's current inventory and lead times are atrocious. Bruh its been over 2 years since the worst of Coronavirus happened, get your shit together.
ABB's revenue has been flat for over a decade. Rockwell's has gone up 50% in the same timeframe. There's a reason Rockwell is trading at a higher PE than ABB.
I have been owning ABB for awhile now....
I’m really excited about ABB. And prior to recently, pretty consistent revenue growth.
ABB industrial robots and power systems. Intuitive Surgical micro surgery robots.
Rockwell and ABB are widely used in automation companies and therefore factories.
Always Be Buying (ABB). I do this every check.
$NOVC Novation Companies Inc. Minority Common Shareholders must understand how Fortress and EJF Capital view and use the CDOs they hold via CDO Service Rights. They take the CDOs over for nothing (they have a few hundred thousand invested in Taberna CDOs and Kodiak CDO I) then they break the assets up and either repackage these assets into a new ABB MBS Security or manage those assets like the 31.3M $NOVC common shares that NOVC Board gave EJF Capital and Fortress for nothing below one penny for no cram down. Fortress/EJF Capital are first and foremost $NOVC Novation Companies Inc. common equity holders. So what are they doing and what has the Board done in allowing them to still also hold the bogus Sr Debt? This MAKES NO SENSE under GAAP and Boulay Group knows it pure in simple. $NOVC Board of Directors know this pure and simple. The only reason Sr Debt was allowed to exit Ch 11 (after $NOVC already paid all their back interest compounded $6.3M) was so Note Holders and their puppets NOVC Board can stall. NOVC Board use Fear Uncertainty and Disinformation FUD to drive $NOVC to pennies. One MREIT Analyst told me NO ONE CARES about a penny stock which is what these investors working together count own. Temporarily submerge $NOVC until masters Fortress/EJF Capital have their catalyst aka Fortress Co CEOs with Mubadala Inv Co aka Rajeev Misra ex Fortress buy back Fortress from Softbank. THIS FRUAD on Minority $NOVC Shareholders and Mr. Market maybe hard to prove but Barry Igdaloff, Howard Amster their co investors tied to Jeff Eberwein/Chuck Gillman and Wesley Edens, Peter Briger, Manny Friedman, Neal Wilson with MassMutual Barings, Jefferies and White Mountains Capital $WTM support know the truth. Investors they trust also know the truth like Todd Emoff (read Igdaloff book Guest in Nightmare), Thomas Akin and those tied to these other investors have accumulated most of the 100M $NOVC Common Traded since Ch 11 exit. https://www.globenewswire.com/news-release/2019/08/09/1900133/0/en/novation-companies-inc-executes-first-amendment-to-senior-secured-note-purchase-agreement.html Fortress/EJF investors hidden behind CDOs also hold $NOVC only Sr Debt to exit Ch 11. $NOVC Board has already paid these CDOs Taberna CDOs I and II held by Fortress and Kodiak CDO I held by EJF Capital est $11m cash/interest ($6.3M inside Ch 11) or many times est 22 times the investment Fortress/EJF Capital made in CDO Service Rights FOR NO CRAM DOWN. Why would $NOVC Board Chairman Barry Igdaloff and Howard Amster give Note Holders $11M cash/interest PLUS 27% 31.3M Common for NO CRAM DOWN aka elimination of all Sr Debt? It is because of their past relationship with Fortress who made them filthy rich in restructuring Dynex Capital $DX. Barry Igdaloff $NOVC Chairman CPA, JD, served 20 years as Dynex Capital $DX Board of Director. Howard Amster and Igdaloff cash .13 cts every month in $DX common dividends $1.56 annual $DX dividends thanks to Wesley Edens. Below is an extract which shows Boulay Group $NOVC CPA firm have breached GAAP and with $NOVC Board mislead NOVC common shareholders outside their group. Boulay Group has been paid by NOVC Shareholders well over $100K to audit and certify $NOVC 10k for one year. I passed CPA Exam first sitting, served Big 4 CPA firm, and I can say with conviction this is an outrage. Overview EJF has a long history of investing across the capital structure of financial services companies. EJF’s core investment strategies have evolved overtime in tandem with the everchanging regulatory landscape. Top-down ideas are primarily driven by regulatory changes which can include legislative action or new rulemaking by regulators such as the Federal Reserve, Federal Deposit Insurance Corporation, Office of the Comptroller of the Currency or Securities and Exchange Commission. EJF’s bottom-up investment philosophy includes detailed security analysis or company analysis by EJF’s team of approximately 30 investment professionals. These analyses often involve complex instruments requiring specific expertise such as structured product like CDOs or mortgage-backed securities. EJF buys pre-crisis collateralized debt obligations CDOs like Kodiak CDO I backed by a kind of bank debt known as trust preferreds, a hybrid of bonds and preferred shares. The fund then breaks open the CDOs and repackages the trust preferreds into new securities. THIS is what they have done with Kodiak CDO I that owns 1.3rd of Novation Companies Inc. $NOVC only Sr Debt to exit Ch 11 paid all their back interest compounded in and after Ch 11 PLUS 1/3rd of 31.3M NOVC Common at less then one penny https://www.globenewswire.com/news-release/2019/08/09/1900133/0/en/novation-companies-inc-executes-first-amendment-to-senior-secured-note-purchase-agreement.html
$NOVC Novation Companies Inc. Minority Common Shareholders must understand how Fortress and EJF Capital view and use the CDOs they hold via CDO Service Rights. They take the CDOs over for nothing (they have a few hundred thousand invested in Taberna CDOs and Kodiak CDO I) then they break the assets up and either repackage these assets into a new ABB MBS Security or manage those assets like the 31.3M $NOVC common shares that NOVC Board gave EJF Capital and Fortress for nothing below one penny for no cram down. Fortress/EJF Capital are first and foremost $NOVC Novation Companies Inc. common equity holders. So what are they doing and what has the Board done in allowing them to still also hold the bogus Sr Debt? This MAKES NO SENSE under GAAP and Boulay Group knows it pure in simple. $NOVC Board of Directors know this pure and simple. The only reason Sr Debt was allowed to exit Ch 11 (after $NOVC already paid all their back interest compounded $6.3M) was so Note Holders and their puppets NOVC Board can stall. NOVC Board use Fear Uncertainty and Disinformation FUD to drive $NOVC to pennies. One MREIT Analyst told me NO ONE CARES about a penny stock which is what these investors working together count own. Temporarily submerge $NOVC until masters Fortress/EJF Capital have their catalyst aka Fortress Co CEOs with Mubadala Inv Co aka Rajeev Misra ex Fortress buy back Fortress from Softbank. THIS FRUAD on Minority $NOVC Shareholders and Mr. Market maybe hard to prove but Barry Igdaloff, Howard Amster their co investors tied to Jeff Eberwein/Chuck Gillman and Wesley Edens, Peter Briger, Manny Friedman, Neal Wilson with MassMutual Barings, Jefferies and White Mountains Capital $WTM support know the truth. Investors they trust also know the truth like Todd Emoff (read Igdaloff book Guest in Nightmare), Thomas Akin and those tied to these other investors have accumulated most of the 100M $NOVC Common Traded since Ch 11 exit. https://www.globenewswire.com/news-release/2019/08/09/1900133/0/en/novation-companies-inc-executes-first-amendment-to-senior-secured-note-purchase-agreement.html Fortress/EJF investors hidden behind CDOs also hold $NOVC only Sr Debt to exit Ch 11. $NOVC Board has already paid these CDOs Taberna CDOs I and II held by Fortress and Kodiak CDO I held by EJF Capital est $11m cash/interest ($6.3M inside Ch 11) or many times est 22 times the investment Fortress/EJF Capital made in CDO Service Rights FOR NO CRAM DOWN. Why would $NOVC Board Chairman Barry Igdaloff and Howard Amster give Note Holders $11M cash/interest PLUS 27% 31.3M Common for NO CRAM DOWN aka elimination of all Sr Debt? It is because of their past relationship with Fortress who made them filthy rich in restructuring Dynex Capital $DX. Barry Igdaloff $NOVC Chairman CPA, JD, served 20 years as Dynex Capital $DX Board of Director. Howard Amster and Igdaloff cash .13 cts every month in $DX common dividends $1.56 annual $DX dividends thanks to Wesley Edens. Below is an extract which shows Boulay Group $NOVC CPA firm have breached GAAP and with $NOVC Board mislead NOVC common shareholders outside their group. Boulay Group has been paid by NOVC Shareholders well over $100K to audit and certify $NOVC 10k for one year. I passed CPA Exam first sitting, served Big 4 CPA firm, and I can say with conviction this is an outrage. Overview EJF has a long history of investing across the capital structure of financial services companies. EJF’s core investment strategies have evolved overtime in tandem with the everchanging regulatory landscape. Top-down ideas are primarily driven by regulatory changes which can include legislative action or new rulemaking by regulators such as the Federal Reserve, Federal Deposit Insurance Corporation, Office of the Comptroller of the Currency or Securities and Exchange Commission. EJF’s bottom-up investment philosophy includes detailed security analysis or company analysis by EJF’s team of approximately 30 investment professionals. These analyses often involve complex instruments requiring specific expertise such as structured product like CDOs or mortgage-backed securities. EJF buys pre-crisis collateralized debt obligations CDOs like Kodiak CDO I backed by a kind of bank debt known as trust preferreds, a hybrid of bonds and preferred shares. The fund then breaks open the CDOs and repackages the trust preferreds into new securities. THIS is what they have done with Kodiak CDO I that owns 1.3rd of Novation Companies Inc. $NOVC only Sr Debt to exit Ch 11 paid all their back interest compounded in and after Ch 11 PLUS 1/3rd of 31.3M NOVC Common at less then one penny https://www.globenewswire.com/news-release/2019/08/09/1900133/0/en/novation-companies-inc-executes-first-amendment-to-senior-secured-note-purchase-agreement.html
Ah, I work in high volume automated production, in my experience the reliability of the factory automation is more reliant on the automation technician(s) designing the system and configuring controls than in the actual hardware and software. I'm European, so most of the stuff I've worked with is from ABB, Siemens and Schneider so I can't personally attest to the quality of ROKs products/services. They just perform well in a market that I expect to experience heavily increasing TAM
Apart from Fanuc it is the only pure play industrial automation play I know of. ABB, Schneider Electric, Siemens, Mitsubishi Electronics, etc. are all conglomerates operating in various fields. And out of Fanuc and Rockwell, ROK seems to be executing far better and have much smaller direct exposure to China (which could be both a positive and a negative long term, but certainly takes a bit of risk off the table). If my memory doesn't fail me, Fanuc derives a full 50% of it sales from exports to China. Do you have any other robotics/industrials in mind?
BGRY also has a partnership with ABB robots. I got in early on this and lost my ass. Need 2X to recover, but I am still holding.
#Ban Bet Lost /u/ABB15 (0/1) made a bet that BBBY would go to 5.75 when it was 8.2 and it did not, so they were banned for a week.
ABB-always be buying. Buying good companies hopefully.
My investment in ev is ABB. They’re an electronics company and make products for several industries. But they produce the fastest ev charger on the market, and are playing a big part in the charging infrastructure in Europe
There are valuation periodicals. Valueline, ABB, etc. there are also publications (RS Means, etc) that help you do determine current construction costs or to trend real property value for an RCNLD to reflect current rather than depreciated book value.