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$DAN $BLDP $CREE $TSLAs30ul, published December 2, 2020
Still searching for more EV supplier plays to balance out my portfolio. SPACs have been wonderful as of late, but I don’t know how much longer this rate of growth can be sustained. Just a few ideas on some EV supplier plays that still have room to grow in the months ahead.
- DAN: Just purchased Modine’s Thermal Management System (TMS) unit on 2/NOV. TMS are critical to keeping those batteries cool. $30 PT in the next 3 - 6 months.
- BLDP: Recently partnered with MHALE, to develop and sell zero-emission fuel cell systems to provide primary propulsion power in commercial trucks. $40 PT in the next 3 - 6 months.
- CREE: This one got away from me. I’ve had it on watch since it was in the low $30 range. SiC wafers are an overlooked component used in EVs. Guess I’ll need to find another play, perhaps Korea’s Hanon Systems?
Open to any other suggestions.