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Electric Vehicles, the Investment Ecosystem
nipper
post Posted: Aug 5 2020, 11:54 AM
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from the Hastings (HAS) Investor presentation for NdPr ..... magnets used in EVs:

Europe saw significant EV growth of 44% in 2019, highest since 2016
Automakers are relying on EVs to achieve Europe's 2020/21 carbon-dioxide emissions limits of 95 gm of CO2 per km for passenger cars
EV markets in Europe will increase substantially due to customer incentives in places like Germany, France and Sweden
Automakers launched 143 new EVs : 105 BEV and 38 PHEV in 2019. By 2022/23 approx 450 new EV models expected
Germany with an expected volume of 856,000 EVs, could overtake Chinese players in 2020.
China: due to the pandemic, government extended EV subsidies to end 2022 including RMB 10 billion (US$1.4 billion) in expanding the charging network.
In first-quarter 2020, due to Covid 19, EV sales dropped 57 percent from 4Q 2019

Electric Vehicle (EV) growth = Demand for NdPr magnets
✓ Every EV powertrain requires ~1.5 to 2.0kg of NdPr
✓ CAGR of 9% for NdPr magnets 2020 thru 2025
✓ NdPr supply shortage expected >2022




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
balance
post Posted: Jul 7 2020, 08:46 PM
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In Reply To: mullokintyre's post @ Jul 7 2020, 03:18 PM

I think it's great to see old vehicles restored. It's history, and old cars get rarer and rarer. Very beneficial for those doing it. We have an old skyline in the drive needing considerable TLC.



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I'm 29.
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mullokintyre
post Posted: Jul 7 2020, 03:18 PM
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In Reply To: balance's post @ Jul 7 2020, 03:11 PM

Yeah,its probably not a great investment, and probably not practical.
But sometimes you just have to do things for the sake of doing them.
The 1952 landrover I have is in need of some love, affection and money.
The motor and possibly the gear box need rebuilding, and all the running gear will need to be replaced, but, hey, its better than passing it across some publicans bar!
Mick



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sent from my Olivetti Typewriter.
 
balance
post Posted: Jul 7 2020, 03:11 PM
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In Reply To: mullokintyre's post @ Jul 7 2020, 09:42 AM

A tesla is way above my price range. I'm more a Leaf or Kona guy and even then I'd wince.
Is converting an old Range Rover worthwhile? You get a nice large EV, but it's still an old body 4WD with the limitations of an EV. Dragging around a big body car in town, but without the range one would like if out touring.




--------------------
Day Trader: Lowest form of life in the known universe.
Shorter: Can limbo under a day trader.
Investor: Salt of the Earth.Sits to the right of God (Warren Buffet)
Share prices are only ever manipulated down.
Paper losses are not really losses.
Chat site posters always know better & know more than anyone about anything.
I'm 29.
The cheque is in the mail.
 
mullokintyre
post Posted: Jul 7 2020, 09:42 AM
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In Reply To: balance's post @ Jul 7 2020, 09:04 AM

Expensive indeed, but still cheaper than buying a new Tesla.
Here is a new TESLA on CARSALES . Priced at a very reasonable $196,000.
Could buy a very nice Seneca IV or two Twin comanches for that price and travel twenty times the distance on a single fill up.

Mick



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sent from my Olivetti Typewriter.
 
balance
post Posted: Jul 7 2020, 09:04 AM
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In Reply To: mullokintyre's post @ Jul 6 2020, 07:47 PM

G'day Mick,

It looks like a very interesting business, although conversion is an expensive exercise.



--------------------
Day Trader: Lowest form of life in the known universe.
Shorter: Can limbo under a day trader.
Investor: Salt of the Earth.Sits to the right of God (Warren Buffet)
Share prices are only ever manipulated down.
Paper losses are not really losses.
Chat site posters always know better & know more than anyone about anything.
I'm 29.
The cheque is in the mail.
 

Featured Stock Stories





mullokintyre
post Posted: Jul 6 2020, 07:47 PM
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Came across an interesting company today, Evoluyionaustralia

They have an eclectic mix of business models.
The first part is the distribution and installation of EV charging stations from private to corporate.
But the part that most interested me is where they take an existing ICE vehicle, and convert them to Electric vehicles.
A mate of mine is getting an early model Range Rover converted total EV at their factory.
I will be following it with great interest, as i have an early model landrover that I have started to restore.
Could be interesting.
Mick



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sent from my Olivetti Typewriter.
 
nipper
post Posted: Jun 29 2020, 04:06 PM
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California will require at least 50% of truck sales to be electric by 2035, with the goal of making all new trucks sold in California zero-emission by 2045.

https://qz.com/1873158/california-votes-to-...lectric-trucks/




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
Nopoo
post Posted: Jun 25 2020, 03:29 PM
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Ideanomics MEG Truck Division Medici Motor Works Reveals Branding and Positioning

https://investors.ideanomics.com/2020-06-24...and-Positioning



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Nopoo
 
Nopoo
post Posted: Jun 16 2020, 02:51 PM
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In Reply To: mullokintyre's post @ Jun 15 2020, 05:01 PM

Alf Poor, CEO of Ideanomics (IDEX), Discusses Chinese EV Market & AI-Powered Fintech on CEO Roadshow

https://youtu.be/3F82SbAxTTI



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Nopoo
 
 


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