Australian (ASX) Stock Market Forum

Electric cars?

Would you buy an electric car?

  • Already own one

    Votes: 10 5.1%

  • Yes - would definitely buy

    Votes: 43 21.8%

  • Yes - preferred over petrol car if price/power/convenience similar

    Votes: 78 39.6%

  • Maybe - preference for neither, only concerned with costs etc

    Votes: 37 18.8%

  • No - prefer petrol car even if electric car has same price, power and convenience

    Votes: 25 12.7%

  • No - would never buy one

    Votes: 14 7.1%
  • Total voters
    197
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Meanwhile, the follow-on effect of electric cars that people DIDN'T think about (me included):

666.jpg

Hits an all-time high. We all thought of batteries, and a few people thought of copper on account of the wires & electric motors, but it's microchips that have really screamed lately.

Question is, is there anything else that's gone over everybody's heads that we can grab some of before the crowd realises?
 
Value Collector said:
When all the boomers are dead and dying and their family and selling their stuff, you have to have an equal number of rich youngsters willing and able to soak up the supply, a rich might want one 1971 falcon, but he probably doesn’t want 10.
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My last comment on the issue, as it is causing the thread to drift.
I bought a 1970 Mini Cooper S, rebuilt the motor and gearbox etc, paid $5k thought I'll never loose on this. Long story short when I sold it I started at $15k, ended up getting $5k.
On the subject of generation specific, a good friend of mine had a 1930's Chev tourer he fully restored and used it as a wedding car, when he came to sell it $15k.
As you say VC, only so many people want an old car.
You hit the sweet spot, with the right car and the right timing and you make a killing. But it is a bit of a pass the parcel situation, someone ends up with it, whether they want it or not.
Here is a car worth watching IMO, our fathers hero car, lets see where the prices are in 5 years.

Used Car Price Trends - CarGurus Pricing Index

Stay on top of used car price trends and get real-time industry-leading market insights.
www.cargurus.com www.cargurus.com
 
over9k said:
is there anything else that's gone over everybody's heads that we can grab some of before the crowd realises?
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What companies make charging equipment? I mean in terms of fast chargers for public use?

Vast majority of their sales are yet to come, it'll be a far bigger business over the coming years than it is today.
 
Smurf1976 said:
What companies make charging equipment? I mean in terms of fast chargers for public use?

Vast majority of their sales are yet to come, it'll be a far bigger business over the coming years than it is today.
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Missed that.

AA.jpgB.jpg
 
SirRumpole said:
Not sure I'd invest in that until there is a standard world wide format for charging equipment.

VHS/Beta ?
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That's a definite risk for the owners of chargers but for those manufacturing them no problem assuming they make or can rapidly adapt to make whatever type becomes the accepted norm.

I say that noting that there seems to be very few companies involved with conventional petrol pumps. Regardless of whether it's got BP, Caltex, Mobil, Shell, United or whatever fuel company name painted on it, look closer and you'll find that the pump itself most likely has Gilbarco printed on it somewhere - that's the manufacturer.

With that business approach, Gilbarco won't have had reason to care which fuel companies succeeded or whether cars used 91, 95, 98, E10 or Diesel since they still sold and maintained pumps regardless.

Whoever's going to make EV chargers, there's a lot of them to be made and sold in the coming years regardless of what type they are or who owns them.
 
Smurf1976 said:
That's a definite risk for the owners of chargers but for those manufacturing them no problem assuming they make or can rapidly adapt to make whatever type becomes the accepted norm.

I say that noting that there seems to be very few companies involved with conventional petrol pumps. Regardless of whether it's got BP, Caltex, Mobil, Shell, United or whatever fuel company name painted on it, look closer and you'll find that the pump itself most likely has Gilbarco printed on it somewhere - that's the manufacturer.

With that business approach, Gilbarco won't have had reason to care which fuel companies succeeded or whether cars used 91, 95, 98, E10 or Diesel since they still sold and maintained pumps regardless.

Whoever's going to make EV chargers, there's a lot of them to be made and sold in the coming years regardless of what type they are or who owns them.
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I bet companies like Seimens, Schneider and most of the other major electrical manufacturers in Europe, are watching it all carefully.
 
Same with electricians etc. Half (all of?) the grid might need overhauling. Then we have all the solar panels and stuff that people are installing as well as government wind farms etc.

The world is becoming less mechanical and more electrical every day.
 
Value Collector said:
I just want to share this, this is the steam museum/lumber mill I used to visit as a kid.

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Yes it reminds me of what can happen in mining.
www.abc.net.au

Gwalia mining engineering recognised as Goldfields heritage

Near Leonora, the old Sons of Gwalia headframe and steam winder engine have been recognised under a national engineering heritage program, which is supporting preservation work at the historic Northern Goldfields mine.
www.abc.net.au

www.abc.net.au

New life for town frozen in time after residents abandoned it 55 years ago

It all happened in one afternoon. Hundreds of families, grabbing what they could with what time they had, skipped town and didn't look back. Fifty-five years later, there's hope for a new beginning.
www.abc.net.au www.abc.net.au

But we can get a bit off track, one mans deafness to BEV's.is another mans deafness to mining. Same horse different rider. ;)
 
SirRumpole said:
Not sure I'd invest in that until there is a standard world wide format for charging equipment.

VHS/Beta ?
Click to expand...
Why bother, made in china then stick a brand label et voila...
More interesting are the component used in these boxes:
Asx:RTF potentially a big winner, less excited with the likes of Tritium but in a world of narratives....
 
qldfrog said:
Why bother, made in china then stick a brand label et voila...
More interesting are the component used in these boxes:
Asx:RTF potentially a big winner, less excited with the likes of Tritium but in a world of narratives....
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Are they a manufacturer or an importer frog?
 
sptrawler said:
Are they a manufacturer or an importer frog?
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RTF has IP and manufacturing of very fast charger critical electomid/electrical components.high tech Brisbane based I thought but might be Victoria.
Sadly this type of business is hit hard by our self imposed blocus, and in high tech, every month counts

Tritium is a charger/charger network/software manufacturer..a very busy place to be IMHO.
 
CC.jpg

You can see how it was right around the 6th of jan that everyone realised that this chip shortage is going to be a real problem - chips took off like a gunshot and industrials just flatlined.

The second tesla et al report some kind of chip supply issue is the moment we see the EV manufacturers tank and chips shoot to the moon again in the exact same fashion.

Probably going to nuke my industrials position and pump it into chips tonight and only sell a bit of my chip position off once I hear *some* kind of news of the chip supply problem abating.

Considering that chips are now on backorder until Q3 of this year, that could be quite some time yet. For anyone holding an EV manufacturer (or two) it might be well worth spending an evening looking into their chip supply situation tonight.
 
Smurf1976 said:
Whoever's going to make EV chargers, there's a lot of them to be made and sold in the coming years regardless of what type they are or who owns them.
Click to expand...
First comes the lithium frenzy, then the tech frenzy....
Rectifier Technologies, Ticker RFT on the ASX.
As researched and referenced by @aus_trader in his speculative stock portfolio.

https://www.rectifiertechnologies.com/
 
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