Suggestions for a speculative punt?

adindas

kinger101 said:

Seems to be a lot of interest in EVs.  I think some people have overlooked the fact that the people who manufacture most cars now are also developing EVs.  Unlikely Toyota and VW will decide to call it a day just because they can't use an internal combustion engine.

Because it will revolutionise the traveling in the city. The same thing with digital camera revolution, where the companies who are late to embrace this technology was left behind and even went bankrupt such as Polaroid.

The traditional carmakers such as Ford, GM have started its EV division. But they are quite late to embrace this technology because Tesla has dominated the market.

It is just a matter of time before all of the Cars, Truck, Van, Minibus will be electric.

Many of delivery companies have ordered EV vehicles because of practicality and want to be seen as caring the environment. Also it is practical to be used inside the building to move goods around such as airports, warehouses, less pollution, less noise.

Another catalyst is the regulation of the air quality, less pollution, less noise in the city.

kinger101

adindas said:

kinger101 said:

Seems to be a lot of interest in EVs.  I think some people have overlooked the fact that the people who manufacture most cars now are also developing EVs.  Unlikely Toyota and VW will decide to call it a day just because they can't use an internal combustion engine.

Because it will revolutionise the traveling in the city. The same thing with digital camera revolution, where the companies who are late to embrace this technology was left behind and even went bankrupt such as Polaroid.

The traditional carmakers such as Ford, GM have started its EV division. But they are quite late to embrace this technology because Tesla has dominated the market.

It is just a matter of time before all of the Cars, Truck, Van, Minibus will be electric.

Many of delivery companies have ordered EV vehicles because of practicality and want to be seen as caring the environment. Also it is practical to be used inside the building to move goods around such as airports, warehouses, less pollution, less noise.

Another catalyst is the regulation of the air quality, less pollution, less noise in the city.

Digital photography illustrates my point perfectly. Before digital photography, very few people were buying Polaroid.  They were buying Canon, Nikon, Fuji, Olympus etc.  And still are.  Maybe Panasonic and Sony have increased their share but the major manufacturers who made SLRs and compact cameras for the 35 mm film are still alive and just using CCDs instead.

Likewise, there are several traditional car manufacturers already selling fully electric cars in the UK 
https://motorway.co.uk/guides/best-electric-cars, 

Same goes for electric trucks.  Do you think the big distributors are going to buy a truck off a company they've never dealt with (like Nikola), or just buy one of the electric trucks being made by Volvo or Daimler?  

I think Tesla is going to be the only new kid on the block.

coachman12

kinger101 said:

Seems to be a lot of interest in EVs.  I think some people have overlooked the fact that the people who manufacture most cars now are also developing EVs.  Unlikely Toyota and VW will decide to call it a day just because they can't use an internal combustion engine.

I hardly think anyone has overlooked that most car manufacturers are looking into EV development. It is an obvious fact known to everyone. I will be buying shares to further diversify my portfolio when my advisers have completed full research----but it won't be any Chinese company; though the list will certainly include Toyota and VW. Thank you so much for your passing comments, especially if you hold or are ever going to actually invest in EVs.

83705628

If you want to speculate - gamble.

coachman12

tcallaghan93 said:

If you want to speculate - gamble.

No harm in gambling----I like the gee-gees-----and I certainly have a go at the Lottery. 

adindas

kinger101 said:

adindas said:

kinger101 said:

Seems to be a lot of interest in EVs.  I think some people have overlooked the fact that the people who manufacture most cars now are also developing EVs.  Unlikely Toyota and VW will decide to call it a day just because they can't use an internal combustion engine.

Because it will revolutionise the traveling in the city. The same thing with digital camera revolution, where the companies who are late to embrace this technology was left behind and even went bankrupt such as Polaroid.

The traditional carmakers such as Ford, GM have started its EV division. But they are quite late to embrace this technology because Tesla has dominated the market.

It is just a matter of time before all of the Cars, Truck, Van, Minibus will be electric.

Many of delivery companies have ordered EV vehicles because of practicality and want to be seen as caring the environment. Also it is practical to be used inside the building to move goods around such as airports, warehouses, less pollution, less noise.

Another catalyst is the regulation of the air quality, less pollution, less noise in the city.

Digital photography illustrates my point perfectly. Before digital photography, very few people were buying Polaroid.  They were buying Canon, Nikon, Fuji, Olympus etc.  And still are.  Maybe Panasonic and Sony have increased their share but the major manufacturers who made SLRs and compact cameras for the 35 mm film are still alive and just using CCDs instead.

Likewise, there are several traditional car manufacturers already selling fully electric cars in the UK 
https://motorway.co.uk/guides/best-electric-cars, 

Same goes for electric trucks.  Do you think the big distributors are going to buy a truck off a company they've never dealt with (like Nikola), or just buy one of the electric trucks being made by Volvo or Daimler?  

I think Tesla is going to be the only new kid on the block.

I think the difference between these traditional automakers compared to EV makers (technolgy companies) such as Tesla, Nio is that most of traditional automaker's revenue still come from manufacturing combustion vehicles. Also keep in mind the key to EV is the electric motors and battery technologies which is entirely different with combustion engine. Let alone the future of self-driving cars which is relying on AI (Artificial Intelligence). These traditional automakers are not any better than the new kids on the blocks.

In the past many analysts have mistakenly comparing the EV companies which are more as technology (growth) companies with traditional automakers. No wonder they put the price level of the EV  company like Tesla in the same league with traditional automakers. So, when come to valuation they put the TESLA price level at US$700. Well it is already evidence they got it wrong and surprisingly with a very large margin. When you listened to them you would not buy TESLA share when they were still US$700 about 2.5 months ago. The same thing with NIO when there were still US$4 about two months ago.

This article was published in Feb 5 2020 before the stock market crash around March 23.

https://www.cnbc.com/2020/02/05/tesla-share-price-how-other-electric-car-makers-are-trading.html

“Ford is down more than 10% year-to-date following a recent big plunge in shares after disappointing earnings. General Motors is around 4% lower this year. Europe’s Daimler and BMW are down approximately 11% and 9.5% year-to-date, respectively. Volkswagen’s Frankfurt-listed shares are around 1% lower for the year so far. Meanwhile, Nissan is down around 7% this year and Honda is about 8% lower, as of Wednesday’s close in Tokyo. All of these firms are making a big push into electric vehicles.”

NIO is still a loss making but this company get backed up by the chinese government.

[Deleted User]

If the conversation comes to electric cars, the market may come down to a few players, but if you think more broadly the infrastructure to provide power to the cars may only come down to one player.
Who will that be? At work we (well they) are theorising (is that even a word) about the massive changes that this may bring, the end of petrol stations? Maybe having libraries or pubs as high current charging points? Now that's the punt.

kinger101

Deleted_User said:

If the conversation comes to electric cars, the market may come down to a few players, but if you think more broadly the infrastructure to provide power to the cars may only come down to one player.
Who will that be? At work we (well they) are theorising (is that even a word) about the massive changes that this may bring, the end of petrol stations? Maybe having libraries or pubs as high current charging points? Now that's the punt.

But where would husbands buy their wives flowers on anniversaries if all the petrol stations closed?

bowlhead99

coachman12 said:

kinger101 said:

Deleted_User said:

If the conversation comes to electric cars, the market may come down to a few players, but if you think more broadly the infrastructure to provide power to the cars may only come down to one player.
Who will that be? At work we (well they) are theorising (is that even a word) about the massive changes that this may bring, the end of petrol stations? Maybe having libraries or pubs as high current charging points? Now that's the punt.

But where would husbands buy their wives flowers on anniversaries if all the petrol stations closed?

Another hilarious gem. But of course you'd buy them while you were plugging in to the national grid.

But the Grid already feeds your house and office and pub car park and cinema car park and library and supermarket etc, and the streetlights down your street, so once the infrastructure is in place there is no need to pull into a dedicated 'filling station' for a 30 minute boost. 

Instead you'll just have to make a quick stop off at the graveyard on the way home, the one near me usually has loads of spare flowers lying around on top of a bunch of old rock slabs.

coachman12

bowlhead99 said:

coachman12 said:

kinger101 said:

Deleted_User said:

If the conversation comes to electric cars, the market may come down to a few players, but if you think more broadly the infrastructure to provide power to the cars may only come down to one player.
Who will that be? At work we (well they) are theorising (is that even a word) about the massive changes that this may bring, the end of petrol stations? Maybe having libraries or pubs as high current charging points? Now that's the punt.

But where would husbands buy their wives flowers on anniversaries if all the petrol stations closed?

Another hilarious gem. But of course you'd buy them while you were plugging in to the national grid.

But the Grid already feeds your house and office and pub car park and cinema car park and library and supermarket etc, and the streetlights down your street, so once the infrastructure is in place there is no need to pull into a dedicated 'filling station' for a 30 minute boost. 

Instead you'll just have to make a quick stop off at the graveyard on the way home, the one near me usually has loads of spare flowers lying around on top of a bunch of old rock slabs.

But I do that already------in hours of daylight anyway eek eek