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Thread: Electric future

  1. #1
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    Default Electric future

    I am starting to believe the hype around electric vehicles and the electric future of our world. I am looking at how to invest in this fledgling sector. Maybe in recharging stations and similar companies rather than resources companies. Lithium mining companies are not my thing.
    Any thoughts and ideas? Long term investing in mind here. Just thinking out loud here, not much thought put into it yet.
    Cheers,
    MPC (currently second in this year's picking comp.)😁

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  3. #3
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    Thanks Huxley. That's what I am looking for

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    Default

    if you've got a bit of free time you may also be interested in this video:

    https://youtu.be/5TMvwD-hToc

    turns out even General Electric is turning into an information technology company...

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    Redflow in AUS deals with storage batteries. I am not invested but you could track them as a possibility.
    I note your aversion to mining companies but apart from lithium, there are AUS companies for rare earths (used in magnets for electric motors) and graphite (used in batteries).
    If you want manufacturing companies then you really need to look outside of AUS/NZ. Wherever you go, you are looking at high risk, early stage, start-up companies (even Tesla in USA is high risk and almost certainly over-priced at present) unless you go to Google which is moving into autonomous vehicles but has other revenue streams as well. Then there is Lyft which is moving to fleets of autonomous electric vehicles but still ealry stage high risk.
    Of course, you could target electricity generation companies or resources for baseload generation. Despite optimistic claims about solar and wind plus storage batteries there will still be an ongoing demand for baseload generation provided by hydro, gas and nuclear (uranium), even in the event of EV dominance.

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    With 38kgs of copper needed for these EV batteries (according to Glasenburg) something to do with producing copper makes sense. I've banged on about the new cycle for 6 months now, but it has only really just turned around. Plenty more upside coming in next few years, not many high grade producers out there now, and new investment got killed after the GFC, so big deficits coming (with or without millions of EV's silently sneaking around the planet, frightening old ladies at pedestrian crossings)


    I would tip ASX:AVB, but you should know I'm deeply biased (and invested)

    here's Glasenburg : https://www.bloomberg.com/news/artic...-than-expected

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    If the future of road transport is electric then the gentailers are the obvious place to invest. Consider that for every litre of fuel replaced by electric require around 4 kWh of electricty. The question is where is this extra electricity coming from? And that is where the future investment should be directed.

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    I'm going to follow this thread as I think the future of electric vehicles is going to ramp up. As soon as they say I can use an EV on the bus lane on the Auckland motorway I'm buying!

    Building a house and I'm definitely putting in solar -It seems like common sense to harvest the sun. Batteries are on the wish list as well but perhaps we need to wait until they are a little bit cheaper.

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    Quote Originally Posted by Jantar View Post
    If the future of road transport is electric then the gentailers are the obvious place to invest. Consider that for every litre of fuel replaced by electric require around 4 kWh of electricty. The question is where is this extra electricity coming from? And that is where the future investment should be directed.
    On-site generation and storage technologies like solar tiles & the Tesla Powerwall will have an impact on generators, as will the significant implications for upgrades to the grid and local power networks.

    Generators do enjoy a significant economy of scale advantage though.

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    Yes the world is slowly opening up its eyes to human induced global warming; i just hope its not too late.Have a look at my thread GREEN STOCKS FOR A WIN/WIN .

    FND a good copper producing junior on the ASX DYOR
    Last edited by Joshuatree; 17-05-2017 at 08:21 AM.

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    Do some research on "Aluminium battery technology" (also substitute aluminium for those americans who cant spell).

    Lithium battery technology will always be hamstrung by the inescapable drawbacks of lithium, namely flammability. Imagine the "galaxy S7 note syndrome" if it happened in Tesla model 3's, or any other battery powered EV.

    Lithium is simply the best compromise available at the moment

    Aluminium is looking very promising as the next generation (pun) battery technology.

    Perhaps consider this area as worthy of an investment

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    Quote Originally Posted by Zaphod View Post
    On-site generation and storage technologies like solar tiles & the Tesla Powerwall will have an impact on generators, as will the significant implications for upgrades to the grid and local power networks.

    Generators do enjoy a significant economy of scale advantage though.
    True. but even a Nissan Leaf requires 44kWh for a full charge and the Tesla Wall battery is 10kWh. That makes a huge solar panel - home battery requirement to charge an electric vehicle without big increases in current grid generation capability.

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    Default Off Market Section Thread with 7 pages of discussion already

    No butts, hold no mutts, (unless they're the furry variety).

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    Cheers Roger.
    My thoughts are that electric vehicles are going to happen and once they become the norm this will have a major impact on our lives and the future of many companies. Where should we invest now to take advantage of this in 10 years time?
    One decent investment in this if it goes off will cover a few bad investments and I am happy to take the risk.
    I invested in oz resources for years and often went for the companies that supplied the miners. Thinking along those lines here as well.
    Cheers,
    MPC

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    Quote Originally Posted by Joshuatree View Post
    Yes the world is slowly opening up its eyes to human induced global warming; i just hope its not too late.Have a look at my thread GREEN STOCKS FOR A WIN/WIN .

    FND a good copper producing junior on the ASX DYOR
    I dont understand how you don't think extracting oil from the ground is good but quite happy to recommend raping the ground for non renewable copper.

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