Tesla’s 1,000% Stock Price Explosion Isn’t About Electric Cars

Oilprice.com2020-12-18

The list of things that are gearing up because of the EV boom is a long and lucrative one. It’s not just about EVs anymore. EVs are simply one delivery mechanism in a massive worldwide energy ...

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It’s not just about EVs anymore. EVs are simply one delivery mechanism in a massive worldwide energy ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-1-000-stock-price-000000466.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://finance.yahoo.com/news/tesla-1-000-stock-price-000000466.html","article_id":"2092640943","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/dc1sdnhp6lN1FSS_Lnayng--~B/aD0xMzY7dz00NTA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/vMMwtPeEQXOwe0bfmlRlcQ--~B/aD0xMzY7dz00NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/oilprice.com/95f900af45f45b3f67db94ece7c4704f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2092640943","pubTimestamp":1608249600,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"The list of things that are gearing up because of the EV boom is a long and lucrative one. It’s not ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉","PLUG":"普拉格能源","BLNK":"Blink Charging","FCEL":"燃料电池能源","LI":"理想汽车"},"translate_title":"特斯拉股价暴涨1000%与电动汽车无关","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLUG":0.9,"TSLA":0.85,"BLNK":0.6,"FCEL":0.6,"LI":0.6},"content_text":"The list of things that are gearing up because of the EV boom is a long and lucrative one. It’s not just about EVs anymore. EVs are simply one delivery mechanism in a massive worldwide energy transition. \nSure, September saw record EV sales up 91% year-on-year, with UBS forecasting that EV market share will reach 40% by 2030, and Tesla planning to rapidly accelerate production with 3 new factories in 3 countries and 20 million EVs coming off the line by 2030, for a 40x increase over this year. \nBut there are major money-making opportunities in the tie-ins to this sector. \nIf you want to ride the biggest tailwinds, it’s about battery metals … and stocks like Lithium Americas and Galaxy Resources - both pure plays.\nIt’s about charging stations … and powerhouse speculative plays like Blink Charging.\nIt’s even about hydrogen fuel cells … and stocks like Plug Power and Fuel Cell. \nIt's about the energy transition and high-tech software fueling this boom. \nChipmakers like Nvidia are setting the foundation of the future...\nWhile innovative tech platforms like Facedrive (TSXV:FD,OTC:FDVRF), with its Electric Car 'on demand' service and exploding food delivery business are bringing that future to life.\nAnd the timing has never been more perfect...\nTesla has paved the way...but investors are only beginning to see the bigger picture.\nAnd the opportunity to cash in on the \"electrification of all things\" is practically limitless.\nEspecially for an ambitious young company like Facedrive which is rethinking entire industries, from ridesharing and food delivery to the very concept of car ownership as we know it.\nBecause the industry is still in its infancy, there are countless ways to profit...from battery metals to full-scale tech platforms, early investors will be the biggest winners.\nLithium: The One Thing Standing Between Tesla and Global EV Domination\nFor pure-play lithium producers who have been waiting a while to reap the rewards from the EV boom … that time has arrived.\nThat supply crunch we’ve all been anticipating for years is now upon us. \nOn September 22nd, on Tesla’s (NASDAQ:TSLA) battery day, Elon Musk--who also just leapfrogged past Bill Gates in his massive, fast-track accumulation of wealth--revealed his plans to build enough battery capacity to make 30 million EVs by the end of this decade. That’s from 500,000 to 30 million …. That’s a lot of lithium. \nIt’s been a long, painful road. But the bottom of lithium prices appears to have been reached, and the timing to get in on pure plays seems ideal, with analysts forecasting an increase in lithium demand this decade of over 6x. \nThat’s coupled with a reduction in supply for various reasons, from bankruptcies that have taken some players out of the game to scale backs and delays in expansion plans when everyone jumped the gun on this earlier. \n\nHotter-Than-Hot: EV Charging and Hydrogen\nThese are speculative story stocks, but this is definitely storytime.\nRemember the Tesla story? Anyone who opened that book early on is probably a millionaire now--at worst. \nEvery single tie-in to the EV industry is a speculative stock, but speculative in this case means smart. \nBlink (NASDAQ:BLNK) is building an EV charging network that may be small right now, but it’s got explosive growth potential that is as big as the EV market itself.  \nThis stock is on a major tear and all that cash flowing into it right now gives Blink the superpower to acquire and expand. \nA wave of new deals, including a collaboration with EnerSys and another with Envoy Technologies to deploy electric vehicles and charging stations adds further support to the bullish case for Blink.\nMichael D. Farkas, Founder, CEO and Executive Chairman of Blink noted, “This is an exciting collaboration with EnerSys because it combines the industry-leading technologies of our two companies to provide user-friendly, high powered, next-generation charging alternatives. We are continuously innovating our product offerings to provide more efficient and convenient charging options to the growing community of EV drivers.”\n\nAnd then there’s hydrogen, and other speculative arena bursting at the seams. \nInvestors are piling in, and governments, too. (So is big oil). \nAnd last week, “green” hydrogen development got a further nudge towards commercialization when a pilot project for heating homes was approved. \nBillionaires couldn’t keep their hands off of Plug Power (NASDAQ:PLUG) this year, with giant BlackRock’s Larry Fink piling in heavily, among other heavy hitters. Why? Partly because Plug Power is already providing its hydrogen-powered tech solutions to big-name retailers, but overall, because the green revolution is clearly happening and unfolding as we speak. It helps that Plug's full-year guidance implies year-on-year sales growth of around 35%, even if profit won’t come for a while. \nMorgan Stanley's Stephen Byrd believes green hydrogen will become economically viable quicker than investors appreciate saying Plug Power's deal with Apex Clean Energy to develop a green hydrogen network using wind power offers a chance to tap into \"very low cost\" renewable power and helps accelerate the shift to clean energy. Plug has a goal for over 50% of its hydrogen supplies to be generated from renewable resources by 2024.\nThe company has also just announced a partnership with Universal Hydrogen to build a commercially-viable hydrogen fuel cell-based propulsion system designed to power commercial regional aircraft. The initiative will help bring Plug's proven hydrogen ProGen fuel cell technology to new markets.\nFuelCell Energy (NASDAQ:FCEL) is another alternative fuel stock that has turned heads on Wall Street. Up over 219% year to date, FuelCell has been one of the biggest winners over the election season, with President-elect Joe Biden campaigning for a carbon-free America. In fact, analysts even estimate the U.S. could spend as much as $1.7 trillion on clean energy initiatives over the next 10 years. And that’s great news for companies like Blink, Plug and FuelCell. \nThough many expect FuelCell to return to earth in the short-term, its long-term trajectory is solid. It has spent years building a patent moat and developing solutions that will tie into the energy transition perfectly. \nFuelCell may be expected to see a hit due to its looming Q4 earnings report, which is expected to go poorly, but the company has managed to take advantage in its earlier rally, raising net proceeds of over $150 million in a public offering of 25 million shares. \nIf you want to make money, you first bet on growth, not profit. \nSoftware and Services: The Real EV Cash Cow\nWhen Morgan Stanley recently raised its rating on Tesla (for the first time in 3 years)--to $540--it only took two weeks to blow the roof off of that. Tesla is now trading at over $643, just when you thought it had no further space to soar. \n\nWhy?\nBecause this isn’t just about EVs anymore. We’ve gone way beyond that. \nAs Morgan Stanley put it when it raised Tesla’s rating: \"Tesla is on the verge of a profound model shift from selling cars to generating high margin, recurring software, and services revenue … To only value Tesla on car sales alone ignores the multiple businesses embedded within the company.”\nAnd on the services and software scene -- the latest investor buzzword is “tech ecosystem”. That’s the buzzword that brings in all the money now because of the potential for unlimited revenue-generating verticals. \nWith that in mind, another one to look at is Canadian Facedrive (TSXV:FD,OTC:FDVRF), which has by now made major inroads into the U.S.\nIt’s already got tie-ins to household names like utility giant Exelon, and more … aiming at a series of multi-billion-dollar industries. \nIt’s competitor Doordash may have soared to a valuation of $50 billion lately, but Facedrive’s 25% growth in a single month is also very impressive and helps show the growth opportunity the food delivery sector offers investors.\nJust like Apple (NASDAQ:APPL) isn’t just about the iPhone anymore, and its big revenue will come from services, the EV industry isn’t just about cars, either--it’s about platforms. \nFacedrive’s flagship EV-focused ride-hailing platform was only the pioneering beginning of the carbon-offset ride. Next game food delivery, pharma deliveries, and even COVID and social distancing tie-ins, with TraceScan contact-tracing and eSports revenue. \nThe biggest coup, though--and the one that got Facedrive solidly in the U.S. market--was its September acquisition of Steer--the platform of platforms in the EV revolution. Steer plans to challenge the entire private car industry by changing the way an entire continent views car ownership. \nAnd by offering customers an entire virtual garage of EVs … from the Tesla line-up to the Audi e-Tron and everything on your EV luxury list, as well as more mainstream offerings. \nChinese Automakers Should Not Be Ignored\nThough Tesla has taken the title of de facto king of electric vehicles, Chinese automakers are picking up the pace, as well. And while Nio Inc. (NYSE:NIO) has taken much of this spotlight due to its breakout this year, a newcomer on the scene is beginning to make big moves, as well.\nLi Auto (NASDAQ:LI) was founded in 2015 by its namesake, Chairman and CEO Li Xiang. And while it may not be a veteran in the market like Tesla or even NIO, it’s quickly making waves on Wall Street. \nBacked by Chinese giants Meituan and Bytedance, Li has taken a different approach to the electric vehicle market. Instead of opting for pure-electric cars, it is giving consumers a choice with its stylish crossover hybrid SUV. This popular vehicle can be powered with gasoline or electricity, taking the edge off drivers who may not have a charging station or a gas station nearby. \nThough Li just hit the NASDAQ in July, the company has already seen its stock price more than double. Especially in the past month during the massive EV runup that netted investors triple digit returns. \nIt’s already worth more than $30 billion but it’s just getting started. And as the EV boom accelerates into high-gear, the sky is the limit for Li and its competitors.  \nCanada Is Also Jumping On Board\nNFI Group (TSX:NFI) is one of Canada’s leaders in the electric vehicle space. It produces transit busses and motorcycles. NFI had a difficult start to the year, but it since cut its debt and begun to address its cash flow struggles in a meaningful way. Though it remains down from January highs, NFI still offers investors a promising opportunity to capitalize on the electric vehicle boom. \nRecently, NFI has seen an uptick in insider stock purchases which is often a sign that the board and management strongly believe in the future of the company. In addition to its increasingly positive financial reports, it is also one of the few in the business that actually pay dividends out to its investors.  \nNot to be outdone, GreenPower Motor (TSX.V:GPV) a thriving electric bus manufacturer based out of Vancouver, is making mvoes on the market, as well. Although for the moment, its focus is primarily on the North American market, but its ambitions are much larger. Founded over a decade ago, GreenPower has been on the frontlines of the electric transportation movement, with a focus on building affordable battery-electric busses and trucks. \nYear-to-date, GreenPower has seen its share price soar from $2.03 to $36.88. That means investors have seen 1700% gains this year alone. And with this red-hot sector only going up, GreenPower will likely continue to impress.   \nBoralex Inc. (TSX:BLX) is an upcoming renewable firm based in Kingsey Falls, Canada. The company’s primary energies are produced through wind, hydroelectric, thermal and solar sources and help power the homes of many people globally. Not only has it has had a great influence in the adoption of renewable electricity domestically, it’s even branching out into the United States, France and the United Kingdom. In fact, just recently, Boralex took control of a massive 209MW solar farm in California.\nWestport Fuel Systems (TSX:WPRT) is a unique way to get in on the green boom in the auto-industry.. It helps build the tools needed for carmakers to incorporate less damaging fuels like natural gas. Though natural gas doesn’t get quite the attention as electric vehicles do,, there are over 22.5  million natural gas vehicles on the road across the globe. And that market is expected to grow as the energy transition really takes off.\nThe Descartes Systems Group Inc. (TSX:DSG) is a Canadian multinational technology company specializing in logistics software, supply chain management software, and cloud-based services for logistics businesses. Recently, Descartes announced that it has successfully deployed its advanced capacity matching solution, Descartes MacroPoint Capacity Matching. The solution provides greater visibility and transparency within their network of carriers and brokers. This move could solidify the company as a key player in transportation logistics which is essential-and-often-overlooked in the mitigation of rising carbon emissions.\nBy. Brandy Taylor \n**IMPORTANT! BY READING OUR CONTENT YOU EXPLICITLY AGREE TO THE FOLLOWING. PLEASE READ CAREFULLY**\nForward-Looking Statements\nForward looking statements in this publication include that Facedrive will be able to expand to the US; that transport in an EV will become much more popular and that Facedrive will be able to carry out its business plans. These forward-looking statements are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially.  Risks that could change or prevent these statements from coming to fruition include that riders are not as attracted to EV rides as expected; that competitors may offer better or cheaper alternatives to the Facedrive businesses; Facedrive’s ability to obtain and retain necessary licensing in each geographical area in which it operates; and whether markets justify additional expansion. The forward-looking information contained herein is given as of the date hereof and we assume no responsibility to update or revise such information to reflect new events or circumstances, except as required by law.\nDISCLAIMERS\nThis communication is not a recommendation to buy or sell securities. Oilprice.com, Advanced Media Solutions Ltd, and their owners, managers, employees, and assigns (collectively “the Company”) owns a considerable number of shares of FaceDrive (TSX:FD.V) for investment, however the views reflected herein do not represent Facedrive nor has Facedrive authored or sponsored this article. This share position in FD.V is a major conflict with our ability to be unbiased, more specifically:\nSHARE OWNERSHIP. The owner of Oilprice.com owns a substantial number of shares of this featured company and therefore has a substantial incentive to see the featured company’s stock perform well. The owner of Oilprice.com will not notify the market when it decides to buy more or sell shares of this issuer in the market. The owner of Oilprice.com will be buying and selling shares of this issuer for its own profit. 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No representation is being made that any stock acquisition will or is likely to achieve profits.\nRead this article on OilPrice.com","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2092640943"}