Q: With so much attention on EV’s, questions
related to charging stations - and battery suppliers are becoming more important.
I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.
As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?
2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.
Thanks for your help here.
related to charging stations - and battery suppliers are becoming more important.
I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.
As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?
2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.
Thanks for your help here.
