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Discussion Starter #1
Most of my DD is related to public companies (stocks), since I have sold all my stocks in biofuels and have now purchased Lithium/EV related stocks I have seen enormous amounts of interest growing. When Obama first took office I thought he was going to "support" biofuels, he installed Dr. Steven Chu in the DOE. Chu was connected to enzyme research when the "termite" studies were conducted. But, after Harry Reid continued to ignore the $1.00 tax refund for biodiesel, I seen the changes in the DOE's direction. They all seem to be in a "rush" to bring EV's into reality. From Tesla to A123, the market is growing faster than I predicted. I recommend all that buy stocks to purchase some before the train leaves.
 

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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.
 

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Most of my DD is related to public companies (stocks), since I have sold all my stocks in biofuels
Good thing you got out because Biofuels was doomed before it even got started. I did make some money off those stocks as some others did, but my strategy was quite different. I knew it was a bubble market and would not work, so I got in on some of the Ethanol Stocks very early just after the initial public offering, rode it up during the fad, and got out before the numbers came in and the stocks crashed leaving someone else holding the bag.
 

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Discussion Starter #5
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. :eek:

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.
 

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Discussion Starter #6
The biofuel stocks I owned produced 2nd generation biofuels. Biocrude oil produce from biomass waste and MSW waste. I also like cellulosic ethanol, but none have a chance now. I did make some profits. :D

Good thing you got out because Biofuels was doomed before it even got started. I did make some money off those stocks as some others did, but my strategy was quite different. I knew it was a bubble market and would not work, so I got in on some of the Ethanol Stocks very early just after the initial public offering, rode it up during the fad, and got out before the numbers came in and the stocks crashed leaving someone else holding the bag.
 

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Discussion Starter #7
Yes, i agree to some point. The only problem is much smaller profits. A study was conducted, if every household in America had one EV the grid would only need 10% more electricity. :p

That is good advice and one of those companies will be electric utilities.
 

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Toward the end of summer 2008 I saw fuel prices were starting to collapse before the laborday long weekend and figured something was going to hit the fan. That is when I had all my investements pulled and placed either in savings or GIC. Havent invested in anything other than our business or a savings acount ever since.

I might be able to "play the game" if I wanted to.....I just don't want to anymore.

I also have not now, nor have I ever invested in any form of alternative energy. Too much vaporware form me to sort through. For a while our business Email account was on "green chips review" or something like that - can't quite recall the exact name. Basically it was a regular list of "green" busines headlines from solar power to biofuels and there were plenty that boomed before the crash of 2008. Mostly due to speculation like everything else.

Maybe I just have a bad taste left in my mouth even though I got out relatively unscathed.
 

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Yes, i agree to some point. The only problem is much smaller profits.
To some extent yes, but utility stocks are pretty much recession proof, and pay nice dividends. Tow that I have held now for 30 years are OGE and OKE. My DCA, well I have lost count as I no longer work for them in 20 years, everything is DRIP, but with all the splits and dividends I estimate 100 times return on what I have actually invested.

My other interest is Canadian Royal Trust. With 10 to 20% dividends catch a double every 3 to 7 years all tax free in ROTH. Not too bad.
 

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I would urge extreme caution with the ev market at the moment. Until the market can sustain ev sales without government subsidies they cannot sustain themselves.

For example, the Nissan Leaf is a good buy with incentives, but since it is basically competes with the Nissan Versa, it competes with a product within the same company. The minute the government pulls the plug on EV subsidies the Nissan Versa will look like a bargain at half the cost of a Leaf. No one will buy enough of them to sustain the market.

If the funding does get pulled the only EV market I see sustaining itself will be niche market EVs. Hopefully they will work out like hybrids, and the price will come down when mass produced in large numbers.

Overall I would say that now that lithium battery technology is coming down in price it is making EVs look much more like a mass market item than ever before. We just have to convince people the EVs drawbacks are far less numerous than internal combustion engined vehicles.
 

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Discussion Starter #11
If you purchased some of the "larger" solar companies your return you have been $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$. Just check the charts. :eek:

Toward the end of summer 2008 I saw fuel prices were starting to collapse before the laborday long weekend and figured something was going to hit the fan. That is when I had all my investements pulled and placed either in savings or GIC. Havent invested in anything other than our business or a savings acount ever since.

I might be able to "play the game" if I wanted to.....I just don't want to anymore.

I also have not now, nor have I ever invested in any form of alternative energy. Too much vaporware form me to sort through. For a while our business Email account was on "green chips review" or something like that - can't quite recall the exact name. Basically it was a regular list of "green" busines headlines from solar power to biofuels and there were plenty that boomed before the crash of 2008. Mostly due to speculation like everything else.

Maybe I just have a bad taste left in my mouth even though I got out relatively unscathed.
 

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Discussion Starter #12
The only problem with "caution" is you may miss the boat. The Lithium business will continue to grow with or without ev's. The major companies are all getting military contracts. :D

I would urge extreme caution with the ev market at the moment. Until the market can sustain ev sales without government subsidies they cannot sustain themselves.

For example, the Nissan Leaf is a good buy with incentives, but since it is basically competes with the Nissan Versa, it competes with a product within the same company. The minute the government pulls the plug on EV subsidies the Nissan Versa will look like a bargain at half the cost of a Leaf. No one will buy enough of them to sustain the market.

If the funding does get pulled the only EV market I see sustaining itself will be niche market EVs. Hopefully they will work out like hybrids, and the price will come down when mass produced in large numbers.

Overall I would say that now that lithium battery technology is coming down in price it is making EVs look much more like a mass market item than ever before. We just have to convince people the EVs drawbacks are far less numerous than internal combustion engined vehicles.
 

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If you purchased some of the "larger" solar companies your return you have been $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$. Just check the charts. :eek:
Haha, yeah every update came with claims like that.
 

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Discussion Starter #14
LOL. Never listen to the updates from websites promoting stocks. They will give you "tips" at times, but they all have their own interest. Always complete your own DD, the charts don't lie. SEC filings don't lie. ;)

Haha, yeah every update came with claims like that.
 

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The only problem with "caution" is you may miss the boat. The Lithium business will continue to grow with or without ev's. The major companies are all getting military contracts. :D
Military contracts don't mean much. ALTI has had military contracts for a while. They just had to do a 4:1 reverse split to avoid de-listing.
 

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If you purchased some of the "larger" solar companies your return you have been $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$. Just check the charts. :eek:
I am afraid I do not follow you. If you check the large or small solar companies, they have all collapsed since 2008 when Germany announced huge cuts in subsidies and relaxed oil prices. Some of them like EverGreen have lost 95% of their value and strictly ghost companies with no production.

EV's like solar cannot survive without huge government subsidies.
 

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LOL. Never listen to the updates from websites promoting stocks. They will give you "tips" at times, but they all have their own interest. Always complete your own DD, the charts don't lie. SEC filings don't lie. ;)
Actually most of their updates involved articles centered around graphs much like the one you just posted.

I'm not really sure what you are trying to do here.
 
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