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Summary Global electric car sales Sept. 2022 >1m, up 51% YoY to 17% share. China sales up 78% YoY to 35% share. Europe up 7% YoY to 24% share. US ~6% share. EV market news - DoE awards $2.8B of grants to supercharge U.S. manufacturing of batteries for EVs/grid. EU signs provisi...
Summary The EU reached a deal to ban all internal combustion engine car sales by 2035. The entire EU car industry will have just 12 years to completely switch over, which they will do, destroying or retooling all of their EU production assets in the process. I predict that whi...
Summary The combination of extremely depressed stocks and improving fundamentals is a powerfully bullish combination for long-term value investors. Despite being at all-time historical lows, the market is pricing financials and energy stocks as if they have the greatest earnings r...
Summary Unsourced reports indicate a major rethink by Toyota on its plans for electrification of transport. The reports indicate at this stage more delay on Toyota’s already announced plans to build a BEV (Battery Electric Vehicle) portfolio. There is a long way to go b...
Summary Volkswagen order books are very well filled. Porsche IPO catalyst has still not played out. We continue to see Volkswagen really undervalued. Sales and margins were confirmed, so did our valuation. Here at the lab, we are back to comment on Volkswagen AG's ...
Summary Arrival has reorganized its business in a shift to cut costs and start production as its liquidity dries up. Arrival announced $513M in cash plus a $300M ATM equity program in August, but by the end of Q3, Arrival backed away from the ATM and reported $330M in cash. Th...
Volkswagen AG (VWAGY) Q3 2022 Results Conference Call October 28, 2022 03:00 AM ET Company Participants Sebastian Rudolph - Head of Global Group Communications Rolf Woller - Head of Treasury and Investor Relations Oliver Blume - Chief Executive Office Arno An...
Summary A recent share price plunge shows that the market doesn’t take Mullen seriously. Only retail investors do. My team and I decided to take a deep dive into Mullen’s business model and its plans for solid-state batteries. Although solid-state batteries can b...
Summary 3Q22 delivery miss implies inflationary environment and supply chain disruptions are affecting Tesla, which could lead to future guidance and estimate cuts due to future misses. Tesla looks set to continue to lose market share as global automakers and electric vehicle star...
Summary Umicore announces a new JV with Volkswagen's battery unit PowerCo. The economics are attractive, highlighting Umicore's growing leadership in the EV materials space. Yet, the company is at the start of a major capex cycle and a potential cyclical downturn as well. ...