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Wednesday, December 30, 2020

EVs

Updates

December 27, 2022: update.

October 19, 2022: BMW -

February 2, 2022, GM guidance:

  • will spend $35 billion on EVs and autonomous vehicles;
  • will build third EV truck factory;
  • will build fourth battery factory.

January 24, 2022, link here:

December 12, 2021: top five EV manufacturers, Investor's Business Daily:

  • Top five for investors:
    • Tesla
    • GM
    • F
    • BYD
    • Xpeng
  • Big names with neither strong track records of earnings growth nor market outperformance:
    • Fisker (FSR)
    • Canoo (GOEV)
    • Faraday Future (FFIE)
    • Lordstown (RIDE),
    • Xos (XOS
  • Bringing in revenue, America:
    • Lucid (LCID)
    • Rivian (RIVN)
  • Unprofitable but bringing in revenue, Chinese:
    • Nio (NIO)
    • Xpen (XPEV)
    • Li Auto (Li)
  • Supercar:
    • first all-electric supercar, 2025: Ferrari (RACE)
  • Charging stations:
    • ChargePoint (CHPT)
    • EVgo (EVGO)
    • Blink Charging (BLNK)
    • Wallbox (WBX)
  • Powertrains for big-rig:
    • Hyliion (HYLN) -- as well as hydrogen
  • Battery packs for commercial EV fleets:
    • Romeo Power (RMO)
  • Major breakthrough in solid-state lithium metal batteries:
    • QuantumScape (QS)
  • Battery enclosures for GM's Hummer, due in late 2021;
    • Magna (MGA): also makes e-drive gearboxes for Nio and Xpeng; will also make the Fisker Ocean SUV, due out late 2022

March 12, 2021:

  • TSLA down slightly; trading at $700;
  • RIDE (Lordstown) plunged 16% today;

Commentaries, Editorials

****************************
By Company

BMW:

Tesla:

  • BofA just set a new price target for TSLA -- a "street" high of $900/share. Link here. Announced / posted January 11, 2021.

Ford:

Chrysler

  • FiatChrysler and PSA (French: Peugeot, Citroen, etc) to merge, link here
    • purpose: jump start EVs

Apple:

  • likely to sign partner agreement with Hyundai, March, 2021, to begin production, 2024;
  • Magna Steyr, January 6, 2021.

Lucid

Tata, Indian-based:

Charging stations:

California

Lithium shortage 

EV infrastructure:

  • January 29, 2021: a reader asked about investing opportunities in US EV infrastructure. Easy-peasy:
    • each charging staging needs computer chips and sensors: #1 in such stuff -- TSMC and AAPL.
    • does electricity still move from charging station to vehicle in a rubber-covered tube of copper? Or does electricity move by some other method? Here's the answer: Aluminum has cost and weight advantages over copper and is the preferred material for electricity transmission and distribution uses today. Due to aluminum's superior conductivity-to-weight ratio compared with copper, the metal is now used for wiring in residences, buildings, aircraft and appliances
    • China may build the components, but it's going to be local contractors putting in the charging stations.
    • Here are the top 20 companies that make charging stations: https://roboticsandautomationnews.com/2019/05/01/top-20-electric-vehicle-charging-station-companies/22138/

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