webb14leafs wrote:I don't see how this business model would attract long term investors. It relies on packs without active thermal management systems. Degradation on packs WITH active management is far too low for this type of model to make sense. With that said, your market is limited maybe a couple hundred thousand nissan leaf owners. This market will ONLY shrink in the future as ALL EVs adopt active management systems, or solid state batteries.
Maybe this model makes more sense for residential and grid scale energy storage, but I certainly would not invest in it.
This guy certainly likes to ruffle feathers... He was probably thrown out of the Tesla forum.. His continued poo pooing of non-active cooling batteries is tiring and old... The benefit of this thread is to keep our (according to him) obsolete "non-cooled" Leafs on the road long-term...
I probably would not invest in this business, but I would welcome this service nationwide for all cars with batteries in them...
I don't intend to ruffle feathers.
I own a 2014 Nissan Leaf, currently with ~80% SOH. I'm a prospective customer. I'm not saying it's a bad idea. I also never said my car or my battery was obsolete. I'm saying that at some point in the future, they will be.
As someone who's interested in the service, I'm putting thought into the likelihood of the company staying around long enough for me to get my moneys worth.
It just seems like too much of a niche market to sustain itself. Hopefully I'm wrong.