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Investment opportunities around the move to electric cars


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Looking for stock ideas that will capitalise on the move to electric cars as recently several big manufactures as have said "we will be all electric by 20xx".

I'm thinking about materials and infrastructure such as Neodymium (the rare earth metal used for magnets) and Lithium rather than manufactures themselves. Maybe companies that build charging stations ... I'm not very imaginative when it comes to this sort of thing.

Any shorting opportunities ? (although I'm not by nature a shorter) Kwick Fit ? since electric cars are essential zero maintanence.

Has anyone started a company offering emergency mobile recharges ?.

Edited by goldbug9999
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Have a look at $NMGRF. Canadian graphite mining company, sitting on potentially massive graphite reserves that are used as a component of batteries. Could also be used to produce graphene if that ever takes off

https://finance.yahoo.com/quote/nmgrf/

https://nouveaumonde.group/

Edited by hapax legomenon
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10 minutes ago, nirvana said:

RAC do that now.....I watched a vid of some geezer driving an ID3 til it ran out of battery.....must have been bored that day :P

Yes I see there is a pivot opportunity there but the general demand for mobile road side repair is going to drop off massively however I cant work out whether this is good or bad for the likes of AA and RAC - it could be really bad if people just stop subscribing or really good if people still (mistakenly) think they need such services but never actual make any call outs.

Edited by goldbug9999
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7 hours ago, goldbug9999 said:

Yes I see there is a pivot opportunity there but the general demand for mobile road side repair is going to drop off massively however I cant work out whether this is good or bad for the likes of AA and RAC - it could be really bad if people just stop subscribing or really good if people still (mistakenly) think they need such services but never actual make any call outs.

Flat battery’s will carry on has normal in fact even in summer 

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I bought some Bacanora Lithium last week. A small amount as most of my money is on Horizonte Minerals.

Only a fun trade of £1k as the chart shows the lowest support around 20p and the highest at around 90p so I seen £500 of downside risk vs £1k of upside.

Lithium is only a small part of batteries and manufacturers are pushing for ever higher nickel content as that makes recycling financially viable.

Edited by longtomsilver
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13 minutes ago, nirvana said:

yeah I moved out of Oil into HZM and something else.....arrgghhhhh!

 

Yeah I'm not happy with Jeremy's recent raise at 7.5p when the last offtake was in effect 10p with suppressed nickel prices. Hopefully this has created a new floor and will present itself as a buying opportunity for others. I'm balls deep so won't be adding anymore.

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