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]

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.
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.
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.
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.
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.
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.
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.
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.
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 :)
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.
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.
@threadreaderapp unroll

More from Trading

12 TRADING SETUPS used by professional traders:🧵

Collaborated with @niki_poojary

Here's what you'll learn in this thread:

1. Capture Overnight Theta Decay
2. Trading Opening Range Breakouts
3. Reversal Trading Setups
4. Selling strangles and straddles in Bank Nifty
6. NR4 + IB
7. NR 21-Vwap Strategy

Let's dive in ↓

1/ STBT option Selling (Positional Setup):

The setup uses price action to sell options for overnight theta decay.

Check Bank Nifty at 3:15 everyday.

Sell directional credit spreads with capped


@jigspatel1988 2/ Selling Strangles in Bank Nifty based on Open Interest Data

Don't trade till 9:45 Am.

Identify the highest OI on puts and calls.

Check combined premium and put a stop on individual


@jigspatel1988 3/ Open Drive (Intraday)

This is an opening range breakout setup with a few conditions.

To be used when the market opens above yesterday's day high

or Below yesterday's day's

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This media manipulation effort was inspired by the success of the "kids in cages" freakout, a 100% Stalinist propaganda drive that required people to forget about Obama putting migrant children in cells. It worked, so now they want pics of Trump "gassing children on the border."

There's a heavy air of Pallywood around the whole thing as well. If the Palestinians can stage huge theatrical performances of victimhood with the willing cooperation of Western media, why shouldn't the migrant caravan organizers expect the same?

It's business as usual for Anarchy, Inc. - the worldwide shredding of national sovereignty to increase the power of transnational organizations and left-wing ideology. Many in the media are true believers. Others just cannot resist the narrative of "change" and "social justice."

The product sold by Anarchy, Inc. is victimhood. It always boils down to the same formula: once the existing order can be painted as oppressors and children as their victims, chaos wins and order loses. Look at the lefties shrieking in unison about "Trump gassing children" today.