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Friend: Suggest me a battery stock for long term.
Me: Why do you want to invest in battery stock?
Friend: Future is about EV so.
Me: Good :)
Me: Battery is going to be huge portion in EV price.
[1/n]
Me: Why do you want to invest in battery stock?
Friend: Future is about EV so.
Me: Good :)
Me: Battery is going to be huge portion in EV price.
[1/n]
2/
Me: Since batteries is going to be major cost component I feel like big companies source raw materials like lithium, Nickel, Iron and setup their own plants for manufacturing those.
I would rather play passive on EV like embedded and IOT devices in EV, Charging stations etc.
Me: Since batteries is going to be major cost component I feel like big companies source raw materials like lithium, Nickel, Iron and setup their own plants for manufacturing those.
I would rather play passive on EV like embedded and IOT devices in EV, Charging stations etc.
3/
Companies like Tesla already have Gigawatt factories and planning to setup Terawatt factory within this decade.
Researching extensively on all life cycles of battery, from structure to packing.
Researching alternatives to lithium batteries, since lithium is scarce.
Companies like Tesla already have Gigawatt factories and planning to setup Terawatt factory within this decade.
Researching extensively on all life cycles of battery, from structure to packing.
Researching alternatives to lithium batteries, since lithium is scarce.
4/
Already Tesla found few potential replacements for Lithium, working on few challenges that are pised by potential elements and mentioned the same during this year investor meet.
If you guys know Elon then you'll be already knowing that he just doesn't give up.
Already Tesla found few potential replacements for Lithium, working on few challenges that are pised by potential elements and mentioned the same during this year investor meet.
If you guys know Elon then you'll be already knowing that he just doesn't give up.
5/
Indian companies like Tata Chemicals investing 4k Crores for plant and another 500-1000 crores for Battery recycling plant.
Big companies like Maruti already acquired land in Gujarath for this EV purposes.
Hitachi ABB power has fast charging technology.
Indian companies like Tata Chemicals investing 4k Crores for plant and another 500-1000 crores for Battery recycling plant.
Big companies like Maruti already acquired land in Gujarath for this EV purposes.
Hitachi ABB power has fast charging technology.
6/
Tata Elxsi and LTTS has embedded and IOT devices that suits EV.
Tech companies like Infy, Tata Elxsi, Tech Mahindra and few others also working on Self Driving Technologies.
Tata Elxsi and LTTS has embedded and IOT devices that suits EV.
Tech companies like Infy, Tata Elxsi, Tech Mahindra and few others also working on Self Driving Technologies.
7/
Telsa plans to achieve 100% recycling from it's expired batteries. Before they were scraping it to other vendors but now They have working model in place but it may take another 5-7 years till significant amount of cars needing battery replacements.
Telsa plans to achieve 100% recycling from it's expired batteries. Before they were scraping it to other vendors but now They have working model in place but it may take another 5-7 years till significant amount of cars needing battery replacements.
8/
Charging infrastructure(stations) is being opened all over country by Tata Power. No wonder why Tata Sons increased stake by 10% in Tata Power last quarter.
As Tesla signalled entering into our country and it already began talks with 5 states for further procedures.
Charging infrastructure(stations) is being opened all over country by Tata Power. No wonder why Tata Sons increased stake by 10% in Tata Power last quarter.
As Tesla signalled entering into our country and it already began talks with 5 states for further procedures.
9/
Developments regarding Tesla will push our auto leads to launch EV variants aggressively.
Charging infrastructure, Fast Charging technologies, Self driving Softwares and most importantly Eco friendly theme will drive the transition smoothly.
Developments regarding Tesla will push our auto leads to launch EV variants aggressively.
Charging infrastructure, Fast Charging technologies, Self driving Softwares and most importantly Eco friendly theme will drive the transition smoothly.
10/
Hope I'm making sense with these information.
If you feel I have added some knowledge to you then consider liking and RT for educating more.
Comment below your views. I always read all of your comments friends.
Wish you good fortunes :)
Hope I'm making sense with these information.
If you feel I have added some knowledge to you then consider liking and RT for educating more.
Comment below your views. I always read all of your comments friends.
Wish you good fortunes :)
11/
I almost forgot disclosure. How embarrassing.
Disclosure: I have invested in Tata Elxsi alone from the list of above mentioned companies in this thread.
I almost forgot disclosure. How embarrassing.
Disclosure: I have invested in Tata Elxsi alone from the list of above mentioned companies in this thread.
12/
I wantedly ignored mentioning about existing battery companies like Amar Raja, Exide and Everyday. Since most people know about these. I just wanted to cover more about EV play and companies that are less heard of.
Hope that my friends will understand.
I wantedly ignored mentioning about existing battery companies like Amar Raja, Exide and Everyday. Since most people know about these. I just wanted to cover more about EV play and companies that are less heard of.
Hope that my friends will understand.
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