I understand your approach, but I have more of a hedge fund type of investment strategy. You must take chances early for the big payoff. I do complete weeks of DD on each stock I purchase.
For example:
SQM - great buy, produces most of worlds lithium.
Many of the battery producers i rely on contract info, if they have no solid contracts, but "talk a big game" then I stay away. You must read each SEC filing to get the truth.
I was a stock promoter at one time, R&L Promotions, we built websites, pumped on message boards, etc....we would get paid in restricted stock.
I also take in the amount of lithium batteries being made and the need. As of today, the market if BOOMING, EV's, solar storage, wind storage, home storage, military orders. Every avenue is using lithium now. There are some "new" technologies that "might" compete with lithium, but they are atleast 5 to 10 years away.
Email alerts from Google and Yahoo will make and save you tons of money.
While I agree that the push for EV's is gaining momentum I would urge extreme caution when investing. This is basically a new market with many new and changing technologies emerging. It's extremely difficult to pick the long term winners in this situation. Any battery company you might invest in could be basically wiped out by another new breakthrough. The safer play is to look at companies that will benefit from the EV market regardless of the technology used. I've taken small positions in some battery companies but they are basically a gamble I can afford to lose.